| Penserra Capital Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 0 | $89 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | – | $229 | 0.00% | – | – |
| Sofos Investments, Inc. | 229 | $292 | 0.01% | −6−2.6% | Reduced |
| Hollencrest Capital Management | 2 | $459 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $462 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 3 | $675 | 0.00% | +3 | New |
| Ridgewood Investments LLC | 4 | $828 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 4 | $917 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 4 | $918 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 4 | $929 | 0.00% | −31−88.6% | Reduced |
| Avion Wealth | 8 | $1.00K | 0.00% | +8 | New |
| First Financial Corp | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $1.61K | 0.00% | +1+16.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.83K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $1.84K | 0.00% | −195−96.1% | Reduced |
| Hantz Financial Services, Inc. | 8 | $2.00K | 0.00% | −80−90.9% | Reduced |
| KB Financial Partners, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 9 | $2.06K | 0.00% | +9 | New |
| Creative Financial Designs Inc | 9 | $2.07K | 0.00% | +9 | New |
| Disciplined Investments, LLC | 10 | $2.29K | 0.00% | −3−23.1% | Reduced |
| Gables Capital Management Inc. | 10 | $2.29K | 0.00% | +10 | New |
| C M Bidwell & Associates Ltd | 11 | $2.52K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 12 | $2.75K | 0.00% | +12 | New |
| Aspire Private Capital, LLC | 13 | $2.98K | 0.00% | −1−7.1% | Reduced |
| Sutton Wealth Advisors Inc. | 13 | $2.98K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 13 | $2.98K | 0.00% | +13 | New |
| Logan Capital Management Inc | 14 | $3.21K | 0.00% | −29−67.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 14 | $3.21K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $3.44K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $3.44K | 0.00% | +3+25.0% | Added |
| Kozak & Associates, Inc. | 15 | $3.48K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 18 | $4.13K | 0.00% | +18 | New |
| Strategic Investment Solutions, Inc. | 18 | $4.13K | 0.00% | +18 | New |
| Washington Trust Advisors, Inc. | 19 | $4.36K | 0.00% | −14−42.4% | Reduced |
| Versant Capital Management, Inc | 20 | $4.58K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 20 | $4.59K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 20 | $4.59K | 0.00% | +15+300.0% | Added |
| JFS Wealth Advisors, LLC | 23 | $5.28K | 0.00% | −23−50.0% | Reduced |
| Abound Wealth Management | 25 | $5.74K | 0.00% | +9+56.3% | Added |
| Benjamin Edwards Inc | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $6.42K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 30 | $6.88K | 0.01% | −1−3.2% | Reduced |
| Tucker Asset Management LLC | 31 | $7.11K | 0.00% | +23+287.5% | Added |
| Core Alternative Capital | 31 | $7.12K | 0.00% | +2+6.9% | Added |
| Okabena Investment Services Inc | 32 | $7.34K | 0.01% | +6+23.1% | Added |
| Steward Financial Group LLC | 36 | $8.00K | 0.00% | +20+125.0% | Added |
| Lansing Street Advisors | 36 | $8.34K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 37 | $8.59K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 39 | $8.95K | 0.00% | −778−95.2% | Reduced |
| Capital Advisors, Ltd. LLC | 38 | $9.00K | 0.00% | −15−28.3% | Reduced |
| Ellevest, Inc. | 40 | $9.18K | 0.00% | −236−85.5% | Reduced |
| AdvisorNet Financial, Inc | 41 | $9.41K | 0.00% | −1−2.4% | Reduced |
| IMA Wealth, Inc. | 43 | $9.87K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 43 | $9.87K | 0.00% | +16+59.3% | Added |
| RFP Financial Group LLC | 48 | $11.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 49 | $11.2K | 0.00% | +28+133.3% | Added |
| Annapolis Financial Services, LLC | 50 | $11.5K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $11.5K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 50 | $11.5K | 0.01% | +50 | New |
| TCI Wealth Advisors, Inc. | 54 | $12.4K | 0.00% | +25+86.2% | Added |
| Quarry LP | 59 | $13.5K | 0.01% | +59 | New |
| Oakworth Capital, Inc. | 60 | $13.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 60 | $13.8K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 60 | $13.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 65 | $14.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 68 | $15.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 70 | $16.1K | 0.00% | −3−4.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 71 | $16.3K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 78 | $17.9K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 80 | $18.4K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 80 | $18.4K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 81 | $18.6K | 0.01% | +21+35.0% | Added |
| Financial Management Professionals, Inc. | 83 | $19.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 91 | $20.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 98 | $22.5K | 0.01% | +31+46.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 100 | $22.9K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $22.9K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $22.9K | 0.02% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 108 | $24.8K | 0.00% | +108 | New |
| Arrow Financial Corp | 110 | $25.2K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 112 | $26.0K | 0.00% | +112 | New |
| Adirondack Trust Co | 120 | $27.5K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 125 | $28.7K | 0.00% | −12−8.8% | Reduced |
| South State Corp. | 125 | $28.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 125 | $28.7K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 127 | $29.0K | 0.00% | +127 | New |
| FinTrust Capital Advisors, LLC | 125 | $29.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 253 | $29.7K | 0.00% | −552−68.6% | Reduced |
| Zions Bancorporation, N.A. | 131 | $30.1K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 132 | $30.3K | 0.01% | +35+36.1% | Added |
| Pathway Financial Advisers, LLC | 134 | $30.7K | 0.01% | −40−23.0% | Reduced |
| West Paces Advisors Inc. | 140 | $32.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 146 | $33.5K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 150 | $34.6K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 152 | $34.9K | 0.00% | 00.0% | Unchanged |