| Asset Dedication, LLC | 6 | $0 | 0.00% | −19−76.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | New |
| Silicon Valley Capital Partners | 0 | $11 | 0.00% | 0 | Unchanged |
| American Capital Advisory, LLC | 0 | $13 | 0.00% | 0 | New |
| Sugarloaf Wealth Management, LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $147 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $147 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1 | $149 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 2 | $292 | 0.00% | +2 | New |
| Evermay Wealth Management LLC | 2 | $293 | 0.00% | +2 | New |
| Frank, Rimerman Advisors LLC | 3 | $439 | 0.00% | +3 | New |
| Aspect Partners, LLC | 3 | $439 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $585 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4 | $585 | 0.00% | +4 | New |
| Key Financial Inc | 5 | $731 | 0.00% | −109−95.6% | Reduced |
| Financial Management Professionals, Inc. | 6 | $1.00K | 0.00% | −28−82.4% | Reduced |
| Capital Analysts, LLC | 8 | $1.00K | 0.00% | −9−52.9% | Reduced |
| Larson Financial Group LLC | 8 | $1.17K | 0.00% | −23−74.2% | Reduced |
| Sachetta, LLC | 8 | $1.17K | 0.00% | +8 | New |
| Arlington Trust Co LLC | 9 | $1.32K | 0.00% | −212−95.9% | Reduced |
| SJS Investment Consulting Inc. | 9 | $1.32K | 0.00% | +3+50.0% | Added |
| Wolff Wiese Magana LLC | 10 | $1.46K | 0.00% | −8−44.4% | Reduced |
| Archer Investment Corp | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 10 | $1.46K | 0.00% | +10 | New |
| POM Investment Strategies, LLC | 10 | $1.46K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $1.46K | 0.00% | +10 | New |
| Beaird Harris Wealth Management, LLC | 11 | $1.61K | 0.00% | +11 | New |
| Semmax Financial Advisors Inc. | 12 | $1.73K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $1.74K | 0.00% | +12 | New |
| Financial Synergies Wealth Advisors, Inc. | 7 | $1.74K | 0.00% | +7 | New |
| Colonial Trust Advisors | 12 | $1.75K | 0.00% | −4−25.0% | Reduced |
| Your Advocates Ltd., LLP | 12 | $1.75K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 12 | $1.75K | 0.00% | +12 | New |
| Beacon Capital Management, LLC | 13 | $1.88K | 0.00% | −5−27.8% | Reduced |
| Globeflex Capital L P | 13 | $1.90K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 13 | $1.97K | 0.10% | +5+62.5% | Added |
| Hazlett, Burt & Watson, Inc. | 11 | $2.00K | 0.00% | −6−35.3% | Reduced |
| Pin Oak Investment Advisors Inc | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Planning Capital Management Corp | 14 | $2.05K | 0.00% | +14 | New |
| Hartford Financial Management Inc. | 15 | $2.19K | 0.00% | +15 | New |
| Princeton Global Asset Management LLC | 16 | $2.34K | 0.00% | +16 | New |
| Provenance Wealth Advisors, LLC | 18 | $2.63K | 0.00% | +1+5.9% | Added |
| Venturi Wealth Management, LLC | 18 | $2.63K | 0.00% | +18 | New |
| Dunhill Financial, LLC | 20 | $2.88K | 0.00% | +20 | New |
| Bourgeon Capital Management LLC | 20 | $2.92K | 0.00% | −2,980−99.3% | Reduced |
| St Germain D J Co Inc | 20 | $2.92K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $2.92K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 20 | $2.92K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 20 | $2.95K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 27 | $3.00K | 0.00% | −77−74.0% | Reduced |
| Versant Capital Management, Inc | 21 | $3.07K | 0.00% | −3−12.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 21 | $3.07K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 22 | $3.22K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 23 | $3.36K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 23 | $3.38K | 0.00% | +23 | New |
| Financial Perspectives, Inc | 24 | $3.54K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 25 | $3.66K | 0.00% | −155−86.1% | Reduced |
| Centennial Bank | 26 | $3.80K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 27 | $3.95K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 27 | $3.95K | 0.00% | +27 | New |
| Tradition Wealth Management, LLC | 25 | $4.00K | 0.00% | −7−21.9% | Reduced |
| Eagle Bay Advisors LLC | 29 | $4.24K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 33 | $4.38K | 0.00% | +33 | New |
| Able Wealth Management LLC | 30 | $4.38K | 0.00% | +30 | New |
| Abound Wealth Management | 30 | $4.39K | 0.00% | −42−58.3% | Reduced |
| Scarborough Advisors, LLC | 30 | $4.40K | 0.00% | +30 | New |
| Bruce G. Allen Investments, LLC | 35 | $5.12K | 0.00% | +35 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 36 | $5.26K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 36 | $5.26K | 0.00% | +36 | New |
| BFSG, LLC | 37 | $5.41K | 0.00% | −6,545−99.4% | Reduced |
| Clear Point Advisors Inc. | 37 | $5.48K | 0.00% | +37 | New |
| FinTrust Capital Advisors, LLC | 38 | $5.56K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 39 | $5.70K | 0.00% | +39 | New |
| Trifecta Capital Advisors, LLC | 40 | $5.85K | 0.00% | −46−53.5% | Reduced |
| Avalon Trust Co | 40 | $5.85K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 41 | $6.00K | 0.00% | +41 | New |
| Accent Capital Management, LLC | 42 | $6.14K | 0.00% | +42 | New |
| Mesirow Financial Investment Management, Inc. | 42,364 | $6.20K | 0.00% | +42,364 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 43 | $6.29K | 0.00% | −20−31.7% | Reduced |
| Raffa Wealth Management, LLC | 43 | $6.29K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 45 | $6.64K | 0.00% | −214−82.6% | Reduced |
| JFS Wealth Advisors, LLC | 47 | $6.87K | 0.00% | +1+2.2% | Added |
| Bell Investment Advisors, Inc | 48 | $7.02K | 0.00% | −23−32.4% | Reduced |
| Gradient Investments LLC | 48 | $7.02K | 0.00% | −1−2.0% | Reduced |
| Caitlin John, LLC | 49 | $7.23K | 0.01% | +49 | New |
| Global Wealth Management Investment Advisory, Inc. | 50 | $7.31K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 54 | $8.02K | 0.00% | +54 | New |
| Tyler-Stone Wealth Management | 55 | $8.04K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 57 | $8.34K | 0.01% | +57 | New |
| First Pacific Financial | 57 | $8.34K | 0.00% | −13−18.6% | Reduced |
| VisionPoint Advisory Group, LLC | 59 | $8.52K | 0.00% | +14+31.1% | Added |
| Tucker Asset Management LLC | 60 | $8.78K | 0.00% | −1−1.6% | Reduced |
| FSA Wealth Management LLC | 61 | $9.00K | 0.00% | +61 | New |
| Pacific Center for Financial Services | 64 | $9.36K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 64 | $9.36K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 65 | $9.51K | 0.01% | +65 | New |
| Live Oak Investment Partners | – | $9.95K | 0.01% | – | – |
| Field & Main Bank | 70 | $10.2K | 0.00% | +70 | New |
| ZRC Wealth Management, LLC | 71 | $10.3K | 0.01% | 00.0% | Unchanged |