| First Command Advisory Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| Values First Advisors, Inc. | 0 | $17 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 721 | $327 | 0.01% | +66+10.1% | Added |
| Highline Wealth Partners LLC | 1 | $721 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $722 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | −2−66.7% | Reduced |
| Retirement Group, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1 | $1.00K | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $1.05K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 2 | $1.44K | 0.00% | −615−99.7% | Reduced |
| Geneos Wealth Management Inc. | 2 | $1.44K | 0.00% | −5−71.4% | Reduced |
| Sound Income Strategies, LLC | 2 | $1.44K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2 | $1.44K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2 | $1.44K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2 | $1.44K | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 2 | $1.44K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2 | $1.44K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $1.44K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 3 | $2.00K | 0.00% | +1+50.0% | Added |
| Global Financial Private Client, LLC | 3 | $2.13K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $2.16K | 0.00% | −3−50.0% | Reduced |
| North Star Investment Management Corp. | 3 | $2.16K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $2.16K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3 | $2.16K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 3 | $2.17K | 0.00% | +3 | New |
| Newbridge Financial Services Group, Inc. | 3 | $2.19K | 0.00% | −3−50.0% | Reduced |
| Private Ocean, LLC | 3 | $2.20K | 0.00% | −1−25.0% | Reduced |
| Stonebridge Capital Advisors LLC | 4 | $2.88K | 0.00% | +4 | New |
| USA Financial Portformulas Corp | 4 | $2.88K | 0.00% | +4 | New |
| Winch Advisory Services, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 5 | $3.60K | 0.00% | −15−75.0% | Reduced |
| Colonial Trust Advisors | 5 | $3.60K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 5 | $3.61K | 0.00% | +5 | New |
| Old Second National Bank of Aurora | 6 | $4.33K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $4.33K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 6 | $4.33K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 6 | $4.33K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 6 | $4.33K | 0.00% | +6 | New |
| TSFG, LLC | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 7 | $5.05K | 0.00% | +2+40.0% | Added |
| Larson Financial Group LLC | 7 | $5.07K | 0.00% | +7 | New |
| Lansing Street Advisors | 7 | $5.12K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 8 | $5.77K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 8 | $5.77K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9 | $6.49K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 9 | $6.49K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $6.59K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 10 | $7.21K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 10 | $7.21K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 10 | $7.21K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $7.21K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $7.21K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $7.21K | 0.01% | +1+11.1% | Added |
| Milestone Investment Advisors LLC | 10 | $7.21K | 0.00% | +10 | New |
| Abound Wealth Management | 10 | $7.22K | 0.00% | +1+11.1% | Added |
| Sunbelt Securities, Inc. | 11 | $7.73K | 0.00% | +11 | New |
| Investors Research Corp | 11 | $7.93K | 0.00% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 11 | $7.93K | 0.01% | +11 | New |
| Pflug Koory, LLC | 12 | $8.65K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 12 | $8.65K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 12 | $8.65K | 0.01% | +12 | New |
| JNBA Financial Advisors | 12 | $8.65K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 12 | $8.65K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $10.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 15 | $10.8K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 15 | $10.8K | 0.00% | +15 | New |
| Colonial Trust Co | 16 | $11.2K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $11.5K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 16 | $12.0K | 0.00% | −9−36.0% | Reduced |
| Capital Advisors, Ltd. LLC | 17 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $12.2K | 0.00% | +1+6.3% | Added |
| Prestige Wealth Management Group LLC | 17 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 17 | $12.3K | 0.00% | +10+142.9% | Added |
| Eagle Bay Advisors LLC | 18 | $13.0K | 0.01% | −1−5.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 18 | $13.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 20 | $14.4K | 0.00% | −4−16.7% | Reduced |
| Lumature Wealth Partners, LLC | 23 | $16.6K | 0.01% | −2−8.0% | Reduced |
| Webster Bank, N. A. | 23 | $16.6K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 | $17.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 23 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 25 | $17.7K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 25 | $18.0K | 0.01% | +25 | New |
| Sutton Wealth Advisors Inc. | 26 | $18.7K | 0.01% | −74−74.0% | Reduced |
| Crewe Advisors LLC | 26 | $18.7K | 0.00% | −14−35.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 26 | $19.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 30 | $21.6K | 0.01% | +30 | New |
| Carolinas Wealth Consulting LLC | 32 | $23.1K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $23.8K | 0.02% | – | – |
| Manchester Capital Management LLC | 33 | $23.8K | 0.00% | +33 | New |
| Glen Eagle Advisors, LLC | 35 | $25.2K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 36 | $26.0K | 0.00% | −4−10.0% | Reduced |
| Knott David M Jr | 37 | $27.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 38 | $27.1K | 0.00% | +1+2.7% | Added |
| Earnest Partners LLC | 38 | $27.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 39 | $28.1K | 0.01% | +8+25.8% | Added |
| Venturi Wealth Management, LLC | 39 | $28.1K | 0.00% | +39 | New |
| Bellevue Group AG | 40 | $28.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $28.8K | 0.01% | 00.0% | Unchanged |