| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Princeton Global Asset Management LLC | 0 | $25 | 0.00% | 0 | Unchanged |
| Tfo-TDC, LLC | 1 | $130 | 0.00% | −5−83.3% | Reduced |
| Armstrong Advisory Group, Inc | 1 | $130 | 0.00% | +1 | New |
| Financial Synergies Wealth Advisors, Inc. | 2 | $241 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 3 | $395 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $410 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $519 | 0.00% | +4 | New |
| Gradient Investments LLC | 5 | $649 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5 | $649 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $649 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 6 | $779 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $909 | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | −4−33.3% | Reduced |
| Johnson Financial Group, Inc. | 8 | $1.04K | 0.00% | +8 | New |
| Dunhill Financial, LLC | 8 | $1.09K | 0.00% | +8 | New |
| ClariVest Asset Management LLC | 12 | $1.56K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $1.56K | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 14 | $1.82K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $1.95K | 0.00% | −1−6.3% | Reduced |
| Tyler-Stone Wealth Management | 15 | $1.95K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $2.08K | 0.00% | +1+6.7% | Added |
| New Millennium Group LLC | 18 | $2.34K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 18 | $2.34K | 0.00% | +18 | New |
| Abound Wealth Management | 18 | $2.34K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 19 | $2.47K | 0.00% | +7+58.3% | Added |
| Team Financial Group, LLC | 20 | $2.61K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 22 | $2.86K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 22 | $2.90K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 23 | $2.98K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $2.99K | 0.00% | +23 | New |
| AdvisorNet Financial, Inc | 24 | $3.12K | 0.00% | +24 | New |
| Leonteq Securities AG | 24 | $3.12K | 0.00% | +24 | New |
| Sofos Investments, Inc. | 25 | $3.25K | 0.00% | +25 | New |
| Cornerstone Planning Group LLC | 27 | $3.50K | 0.00% | +27 | New |
| HWG Holdings LP | 28 | $3.63K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 32 | $4.03K | 0.00% | +26+433.3% | Added |
| Creative Financial Designs Inc | 32 | $4.15K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 32 | $4.15K | 0.00% | +32 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $4.54K | 0.00% | +35 | New |
| Sugarloaf Wealth Management, LLC | 37 | $4.80K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 39 | $5.00K | 0.00% | +39 | New |
| Bell Investment Advisors, Inc | 40 | $5.19K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 40 | $5.19K | 0.00% | +40 | New |
| Versant Capital Management, Inc | 41 | $5.32K | 0.00% | −3−6.8% | Reduced |
| Larson Financial Group LLC | 41 | $5.35K | 0.00% | −5−10.9% | Reduced |
| New England Capital Financial Advisors LLC | 42 | $5.45K | 0.00% | +42 | New |
| Park Place Capital Corp | 44 | $5.71K | 0.00% | −220−83.3% | Reduced |
| Laurel Wealth Advisors LLC | 50 | $6.49K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $6.49K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $6.49K | 0.00% | +50 | New |
| Baystate Wealth Management LLC | 50 | $6.50K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 60 | $7.79K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 58 | $8.00K | 0.00% | +2+3.6% | Added |
| Ancora Advisors, LLC | 64 | $8.31K | 0.00% | +64 | New |
| Point72 Hong Kong Ltd | 68 | $8.76K | 0.00% | +68 | New |
| Missouri Trust & Investment Co | 75 | $9.73K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 80 | $10.4K | 0.00% | +80 | New |
| Eagle Bay Advisors LLC | 84 | $10.9K | 0.01% | −592−87.6% | Reduced |
| Rosenberg Matthew Hamilton | 94 | $12.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 96 | $12.5K | 0.00% | +5+5.5% | Added |
| Aspire Private Capital, LLC | 97 | $12.6K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 98 | $12.9K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $13.0K | 0.00% | +100 | New |
| Tortoise Investment Management, LLC | 105 | $13.6K | 0.00% | −3−2.8% | Reduced |
| Rothschild Investment LLC | 105 | $13.6K | 0.00% | +105 | New |
| Glassman Wealth Services | 108 | $14.0K | 0.00% | +4+3.8% | Added |
| Coppell Advisory Solutions LLC | 110 | $14.3K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 112 | $14.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 112 | $14.6K | 0.00% | +112 | New |
| Assetmark, Inc | 122 | $15.8K | 0.00% | −4,815−97.5% | Reduced |
| Operose Advisors LLC | 123 | $16.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 125 | $16.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 126 | $16.4K | 0.00% | −26−17.1% | Reduced |
| Zions Bancorporation, N.A. | 144 | $18.7K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 142 | $19.6K | 0.01% | +142 | New |
| Investors Research Corp | 154 | $20.0K | 0.00% | +154 | New |
| Quadrant Capital Group LLC | 160 | $20.8K | 0.00% | +31+24.0% | Added |
| Brown, Lisle/Cummings, Inc. | 170 | $22.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 171 | $22.2K | 0.00% | −3,071−94.7% | Reduced |
| Bellevue Asset Management, LLC | 186 | $24.1K | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 191,275 | $24.8K | 0.00% | +191,275 | New |
| Community Bank, N.A. | 194 | $25.2K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $26.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 200 | $26.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $26.0K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 205 | $26.7K | 0.01% | +205 | New |
| Harbour Investments, Inc. | 206 | $26.7K | 0.00% | +40+24.1% | Added |
| Perkins Coie Trust Co | 207 | $26.9K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 203 | $27.4K | 0.01% | +203 | New |
| First Horizon Advisors, Inc. | 211 | $27.4K | 0.00% | −209−49.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 215 | $28.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 217 | $28.2K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 225 | $29.2K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 230 | $29.9K | 0.01% | +230 | New |
| Asset Dedication, LLC | 240 | $30.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 218 | $30.2K | 0.00% | 00.0% | Unchanged |