| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | −5−71.4% | Reduced |
| Steward Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $234 | 0.00% | – | – |
| Moisand Fitzgerald Tamayo, LLC | 3 | $1.00K | 0.00% | −1−25.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 3 | $1.00K | 0.00% | +3 | New |
| Castleview Partners, LLC | 200 | $1.37K | 0.00% | +35+21.2% | Added |
| Tucker Asset Management LLC | 8 | $1.88K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 9 | $2.00K | 0.00% | −521−98.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $2.00K | 0.00% | −100−92.6% | Reduced |
| Loomis Sayles & Co L P | 9 | $2.00K | 0.00% | −79−89.8% | Reduced |
| MV Capital Management, Inc. | 9 | $2.00K | 0.00% | −20−69.0% | Reduced |
| City State Bank | 10 | $2.00K | 0.00% | −10−50.0% | Reduced |
| Fieldpoint Private Securities, LLC | 9 | $2.00K | 0.00% | −1−10.0% | Reduced |
| O'Dell Group, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 8 | $2.00K | 0.00% | +1+14.3% | Added |
| Zullo Investment Group, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Sugarloaf Wealth Management, LLC | 14 | $3.00K | 0.00% | −14−50.0% | Reduced |
| Aspire Private Capital, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 11 | $3.00K | 0.00% | +11 | New |
| Goodman Advisory Group, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Sutton Wealth Advisors Inc. | 14 | $3.28K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $3.52K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16 | $4.00K | 0.00% | −11−40.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 18 | $4.00K | 0.00% | −6−25.0% | Reduced |
| Vigilant Capital Management, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 15 | $4.00K | 0.00% | +2+15.4% | Added |
| Evoke Wealth, LLC | 20 | $5.00K | 0.00% | −1−4.8% | Reduced |
| Arlington Partners LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 23 | $5.00K | 0.00% | +10+76.9% | Added |
| Wagner Wealth Management, LLC | 20 | $5.00K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 23 | $5.00K | 0.00% | +23 | New |
| TCI Wealth Advisors, Inc. | 31 | $7.00K | 0.00% | −17−35.4% | Reduced |
| Trustcore Financial Services, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 28 | $7.00K | 0.00% | +28 | New |
| Coston, McIsaac & Partners | 28 | $7.00K | 0.00% | +28 | New |
| Lansing Street Advisors | 36 | $8.00K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $9.00K | 0.00% | −5−11.1% | Reduced |
| Cordasco Financial Network | 38 | $9.00K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 37 | $9.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 43 | $10.0K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 46 | $11.0K | 0.00% | −908−95.2% | Reduced |
| Point72 Hong Kong Ltd | 48 | $11.0K | 0.00% | −396−89.2% | Reduced |
| Tyler-Stone Wealth Management | 49 | $11.0K | 0.01% | −5−9.3% | Reduced |
| Hillsdale Investment Management Inc. | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 47 | $11.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 46 | $11.0K | 0.00% | +8+21.1% | Added |
| RWM Asset Management, LLC | 45 | $11.0K | 0.00% | +45 | New |
| Cascade Investment Advisors, Inc. | 50 | $11.7K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $11.7K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 51 | $12.0K | 0.00% | −476−90.3% | Reduced |
| McIlrath & Eck, LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 52 | $12.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 51 | $12.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 57 | $13.4K | 0.00% | +57 | New |
| Logan Capital Management Inc | 59 | $14.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 60 | $14.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 60 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 60 | $14.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 60 | $14.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 60 | $14.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 65 | $15.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 66 | $15.0K | 0.00% | +6+10.0% | Added |
| McMillion Capital Management Inc | 66 | $15.0K | 0.01% | +66 | New |
| Urban Wealth Management, LLC | 66 | $15.0K | 0.05% | +66 | New |
| Princeton Global Asset Management LLC | 68 | $16.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 72 | $16.0K | 0.00% | +12+20.0% | Added |
| Benjamin Edwards Inc | 74 | $17.0K | 0.00% | −121−62.1% | Reduced |
| Washington Trust Co | 73 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 78 | $18.0K | 0.00% | −6−7.1% | Reduced |
| Seldon Capital LP | 83 | $19.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 80 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 80 | $19.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 86 | $20.0K | 0.00% | −24−21.8% | Reduced |
| Advocacy Wealth Management Services, LLC | 87 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 90 | $21.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 95 | $22.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 94 | $22.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 93 | $22.0K | 0.00% | −2−2.1% | Reduced |
| Sargent Bickham Lagudis LLC | 95 | $22.0K | 0.00% | +95 | New |
| Arrow Financial Corp | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $23.0K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $23.0K | 0.02% | 00.0% | Unchanged |
| Siena Capital LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Surevest, LLC | 102 | $24.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 101 | $24.0K | 0.01% | +6+6.3% | Added |
| Washington Trust Advisors, Inc. | 108 | $25.0K | 0.00% | +4+3.8% | Added |
| Jones Financial Companies LLLP | 111 | $26.0K | 0.00% | +53+91.4% | Added |