| Bourgeon Capital Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 3,786 | $8 | 0.00% | +3,761+15,044.0% | Added |
| WestEnd Advisors, LLC | – | $473 | 0.00% | – | New |
| Global Financial Private Client, LLC | 2 | $941 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 2 | $946 | 0.00% | +2 | New |
| Bogart Wealth, LLC | 2 | $1.00K | 0.00% | −43−95.6% | Reduced |
| Liberty Wealth Management LLC | 2 | $1.00K | 0.00% | −3−60.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2 | $1.00K | 0.00% | +2 | New |
| Ford Financial Group, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Sound Income Strategies, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Davidson Capital Management Inc. | 5 | $2.00K | 0.00% | −3,040−99.8% | Reduced |
| AlphaMark Advisors, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4 | $2.00K | 0.00% | +4 | New |
| Selective Wealth Management, Inc. | 4 | $2.00K | 0.00% | +4 | New |
| Atlas Private Wealth Advisors | 4 | $2.00K | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $2.00K | 0.00% | +5 | New |
| Toth Financial Advisory Corp | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $4.00K | 0.00% | +8 | New |
| Barrett Asset Management, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 10 | $5.00K | 0.00% | +10 | New |
| Aspire Private Capital, LLC | 11 | $5.00K | 0.00% | +11 | New |
| True Link Financial Advisors, LLC | 11 | $5.00K | 0.00% | +11 | New |
| Costello Asset Management, INC | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 13 | $6.00K | 0.00% | +13 | New |
| Pacifica Partners Inc. | 13 | $6.00K | 0.00% | +13 | New |
| Wealth Quarterback LLC | 12 | $6.00K | 0.00% | +12 | New |
| First Bank & Trust | 15 | $7.00K | 0.00% | −28−65.1% | Reduced |
| Better Money Decisions, LLC | 15 | $7.00K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 14 | $7.00K | 0.00% | +5+55.6% | Added |
| West Paces Advisors Inc. | 16 | $7.57K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 16 | $8.00K | 0.00% | +16 | New |
| Parisi Gray Wealth Management | 16 | $8.00K | 0.00% | +16 | New |
| Jones Financial Companies LLLP | 20 | $9.00K | 0.00% | −10−33.3% | Reduced |
| Private Ocean, LLC | 21 | $10.0K | 0.00% | −50−70.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 21 | $10.0K | 0.00% | +21 | New |
| Trust Co of Vermont | 23 | $11.0K | 0.00% | −8−25.8% | Reduced |
| Brown Brothers Harriman & Co | 23 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 23 | $11.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $11.0K | 0.00% | +20+666.7% | Added |
| Paragon Wealth Strategies, LLC | 24 | $11.0K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 24 | $11.4K | 0.00% | −17−41.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 27 | $13.0K | 0.00% | −5−15.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 27 | $13.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 29 | $14.0K | 0.00% | −11−27.5% | Reduced |
| Resolute Partners Group | 29 | $14.0K | 0.00% | −5−14.7% | Reduced |
| Duncker Streett & Co Inc | 30 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 30 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 29 | $14.0K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 29 | $14.0K | 0.00% | +29 | New |
| Lumature Wealth Partners, LLC | 31 | $15.0K | 0.01% | −13−29.5% | Reduced |
| Kings Point Capital Management | 32 | $15.0K | 0.00% | +2+6.7% | Added |
| GPS Wealth Strategies Group, LLC | 32 | $15.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 34 | $16.0K | 0.00% | −12−26.1% | Reduced |
| Front Row Advisors LLC | 36 | $17.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 35 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 35 | $17.0K | 0.01% | +35 | New |
| Ogorek Anthony Joseph | 40 | $18.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 39 | $18.5K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 44 | $21.0K | 0.00% | +44 | New |
| Brewin Dolphin Wealth Management Ltd | 45 | $21.3K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $22.0K | 0.01% | −2−4.2% | Reduced |
| Optiver Holding B.V. | 47 | $22.0K | 0.00% | +47 | New |
| Johnson Financial Group, Inc. | 50 | $24.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $24.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 51 | $24.0K | 0.00% | +50+5,000.0% | Added |
| Column Capital Advisors, LLC | 53 | $25.0K | 0.01% | −706−93.0% | Reduced |
| Retirement Group, LLC | 56 | $26.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 54 | $26.0K | 0.01% | +10+22.7% | Added |
| Evermay Wealth Management LLC | 55 | $26.0K | 0.00% | +55 | New |
| Atlas Capital Advisors LLC | 56 | $26.5K | 0.00% | +6+12.0% | Added |
| HM Payson & Co | 62 | $29.0K | 0.00% | −39−38.6% | Reduced |
| Reilly Financial Advisors, LLC | 63 | $30.0K | 0.00% | −4−6.0% | Reduced |
| Global Trust Asset Management, LLC | 64 | $30.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 66 | $31.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 65 | $31.0K | 0.00% | +13+25.0% | Added |
| Earnest Partners LLC | 68 | $32.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 73 | $35.0K | 0.00% | −12−14.1% | Reduced |
| Activest Wealth Management | 73 | $35.0K | 0.03% | +11+17.7% | Added |
| Eagle Bay Advisors LLC | 72 | $35.0K | 0.03% | +72 | New |
| Concord Wealth Partners | 76 | $36.0K | 0.01% | +29+61.7% | Added |
| Evolution Wealth Advisors, LLC | 79 | $37.0K | 0.01% | −43−35.2% | Reduced |
| Savior LLC | 79 | $37.0K | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 80 | $38.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 80 | $38.0K | 0.00% | +19+31.1% | Added |
| Glassman Wealth Services | 83 | $39.0K | 0.01% | +13+18.6% | Added |
| First Personal Financial Services | 85 | $40.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 84 | $40.0K | 0.02% | +79+1,580.0% | Added |
| Old Second National Bank of Aurora | 86 | $41.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 86 | $41.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 86 | $41.0K | 0.00% | +2+2.4% | Added |