| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 10 | $0 | 0.00% | +10 | New |
| WestEnd Advisors, LLC | – | $89 | 0.00% | – | – |
| Global Financial Private Client, LLC | 10 | $899 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 12 | $1.00K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 18 | $1.61K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 19 | $2.00K | 0.00% | −15,200−99.9% | Reduced |
| Cribstone Capital Management, LLC | 20 | $2.00K | 0.00% | −45−69.2% | Reduced |
| MV Capital Management, Inc. | 23 | $2.00K | 0.00% | −5−17.9% | Reduced |
| Harbor Investment Advisory, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 22 | $2.00K | 0.00% | +17+340.0% | Added |
| Glen Eagle Advisors, LLC | 30 | $2.68K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 29 | $3.00K | 0.00% | +29 | New |
| Red Tortoise LLC | 62 | $3.00K | 0.00% | +62 | New |
| Tortoise Investment Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 34 | $4.00K | 0.00% | +7+25.9% | Added |
| Kowal Investment Group, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Heritage Wealth Advisors | 45 | $4.02K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 61 | $5.00K | 0.00% | +10+19.6% | Added |
| Bell Investment Advisors, Inc | 58 | $5.00K | 0.00% | +58 | New |
| Twin Lakes Capital Management, LLC | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 80 | $7.00K | 0.00% | +80 | New |
| Dark Forest Capital Management LP | 78 | $7.00K | 0.00% | +78 | New |
| Sutton Wealth Advisors Inc. | 80 | $7.15K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 91 | $8.00K | 0.00% | −2,388−96.3% | Reduced |
| TCI Wealth Advisors, Inc. | 85 | $8.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 80 | $8.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 102 | $9.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 103 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 103 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 110 | $10.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 115 | $10.0K | 0.00% | +6+5.5% | Added |
| Quadrant Capital Group LLC | 116 | $10.0K | 0.00% | +14+13.7% | Added |
| Sterling Financial Planning, Inc. | 128 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 128 | $11.0K | 0.00% | +128 | New |
| Anchor Investment Management, LLC | 125 | $11.2K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 134 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 150 | $13.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 158 | $14.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 151 | $14.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 165 | $15.0K | 0.00% | −16−8.8% | Reduced |
| SOA Wealth Advisors, LLC. | 168 | $15.0K | 0.00% | −1−0.6% | Reduced |
| Independence Bank of Kentucky | 180 | $16.0K | 0.01% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 174 | $16.0K | 0.00% | +174 | New |
| CVA Family Office, LLC | 194 | $17.0K | 0.01% | −51−20.8% | Reduced |
| Asset Dedication, LLC | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 200 | $18.0K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 211 | $19.0K | 0.00% | −1,551−88.0% | Reduced |
| GeoWealth Management, LLC | 233 | $21.0K | 0.00% | −465−66.6% | Reduced |
| Spire Wealth Management | 235 | $21.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 255 | $23.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 284 | $25.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 285 | $25.0K | 0.00% | +71+33.2% | Added |
| American Portfolios Advisors | 285 | $25.5K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 285 | $26.0K | 0.00% | +86+43.2% | Added |
| Systematic Alpha Investments, LLC | 252 | $26.0K | 0.00% | +252 | New |
| Sonora Investment Management, LLC | 306 | $27.0K | 0.00% | −34−10.0% | Reduced |
| Professional Financial Advisors, LLC | 300 | $27.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 300 | $27.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 313 | $28.0K | 0.00% | +12+4.0% | Added |
| Whittier Trust Co | 312 | $28.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 319 | $29.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 326 | $29.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 368 | $33.0K | 0.00% | +25+7.3% | Added |
| Jacobi Capital Management LLC | 386 | $34.0K | 0.00% | −38−9.0% | Reduced |
| South State Corp. | 380 | $34.0K | 0.00% | +380 | New |
| Hudock, Inc. | 400 | $35.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 400 | $36.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 400 | $36.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 400 | $36.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 400 | $36.0K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 400 | $36.0K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 399 | $36.0K | 0.02% | +399 | New |
| Lloyd Advisory Services, LLC. | 412 | $37.0K | 0.02% | −28−6.4% | Reduced |
| Cranbrook Wealth Management, LLC | 419 | $37.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 441 | $39.0K | 0.01% | +106+31.6% | Added |
| International Assets Investment Management, LLC | 22,202 | $41.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 455 | $41.0K | 0.00% | +455 | New |