| PrairieView Partners, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 8,905 | $83 | 0.01% | +8,905 | New |
| Bogart Wealth, LLC | 8 | $282 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 9 | $317 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $352 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10 | $352 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 11 | $402 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 15 | $541 | 0.00% | +15 | New |
| Massmutual Trust Co FSB | 16 | $563 | 0.00% | −46−74.2% | Reduced |
| Raffa Wealth Management, LLC | 19 | $669 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 19 | $669 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 20 | $705 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $705 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 21 | $739 | 0.00% | −23−52.3% | Reduced |
| M&R Capital Management Inc | 25 | $880 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 28 | $986 | 0.00% | 00.0% | Unchanged |
| City State Bank | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 30 | $1.06K | 0.00% | −3−9.1% | Reduced |
| TFC Financial Management | 30 | $1.06K | 0.00% | +9+42.9% | Added |
| Bell Investment Advisors, Inc | 30 | $1.06K | 0.00% | +30 | New |
| Brown Brothers Harriman & Co | 31 | $1.09K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 32 | $1.12K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 32 | $1.13K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 33 | $1.16K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 33 | $1.16K | 0.00% | +5+17.9% | Added |
| Sunbelt Securities, Inc. | 38 | $1.34K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 44 | $1.55K | 0.00% | +1+2.3% | Added |
| Independence Bank of Kentucky | 50 | $1.76K | 0.00% | −50−50.0% | Reduced |
| SOA Wealth Advisors, LLC. | 50 | $1.76K | 0.00% | −3−5.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 50 | $1.76K | 0.00% | +50 | New |
| Versant Capital Management, Inc | 64 | $2.25K | 0.00% | −1−1.5% | Reduced |
| Global Wealth Strategies & Associates | 70 | $2.46K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 73 | $2.57K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 76 | $2.69K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 80 | $2.82K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 84 | $2.96K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 86 | $3.04K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 88 | $3.10K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 97 | $3.42K | 0.00% | +97 | New |
| Johnson Financial Group, Inc. | 100 | $3.52K | 0.00% | −12−10.7% | Reduced |
| Washington Trust Co | 100 | $3.52K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100 | $3.52K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $3.52K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 100 | $3.52K | 0.00% | +100 | New |
| Key Financial Inc | 104 | $3.66K | 0.00% | +104 | New |
| Eagle Bay Advisors LLC | 106 | $3.73K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 115 | $4.06K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 125 | $4.40K | 0.00% | −5,978−98.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 131 | $4.62K | 0.00% | +1+0.8% | Added |
| Horrell Capital Management, Inc. | 147 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 133 | $5.00K | 0.00% | −5−3.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 145 | $5.11K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 150 | $5.28K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 159 | $5.60K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 172 | $6.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 180 | $6.34K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 181 | $6.37K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 192 | $6.76K | 0.00% | −30−13.5% | Reduced |
| McIlrath & Eck, LLC | 192 | $6.76K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 193 | $6.80K | 0.00% | −146−43.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 195 | $6.87K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 210 | $7.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $7.04K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 200 | $7.04K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $7.04K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 200 | $7.04K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $7.04K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 225 | $7.06K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 205 | $7.22K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 207 | $7.28K | 0.00% | +1+0.5% | Added |
| Cape Investment Advisory, Inc. | 225 | $7.92K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 226 | $7.96K | 0.00% | +10+4.6% | Added |
| Loomis Sayles & Co L P | 221 | $8.00K | 0.00% | −114−34.0% | Reduced |
| Gradient Investments LLC | 245 | $8.62K | 0.00% | +7+2.9% | Added |
| Bradley & Co. Private Wealth Management, LLC | 250 | $8.80K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 256 | $9.01K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 270 | $9.50K | 0.00% | −3−1.1% | Reduced |
| Baystate Wealth Management LLC | 277 | $9.76K | 0.00% | +2+0.7% | Added |
| Arlington Partners LLC | 278 | $9.79K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 280 | $9.86K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 293 | $10.3K | 0.01% | +1+0.3% | Added |
| Adirondack Trust Co | 270 | $10.4K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 300 | $10.6K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 307 | $10.8K | 0.01% | +1+0.3% | Added |
| RE Dickinson Investment Advisors, LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 301 | $11.0K | 0.01% | +301 | New |
| Cary Street Partner Investment Advisory LLC | 316 | $11.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 337 | $11.9K | 0.00% | +13+4.0% | Added |
| North Star Investment Management Corp. | 340 | $12.0K | 0.00% | +40+13.3% | Added |
| Edmond de Rothschild Holding S.A. | 340 | $12.0K | 0.00% | +340 | New |
| Front Row Advisors LLC | 380 | $13.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 390 | $13.7K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 405 | $14.0K | 0.01% | +2+0.5% | Added |
| Capital Analysts, LLC | 400 | $14.0K | 0.00% | +1+0.3% | Added |
| Bessemer Group Inc | 373 | $14.0K | 0.00% | +110+41.8% | Added |
| Luken Investment Analytics, LLC | 412 | $14.5K | 0.01% | 00.0% | Unchanged |