| JJJ Advisors Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $0 | 0.00% | +6 | New |
| Sound Income Strategies, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 17 | $1.00K | 0.00% | +7+70.0% | Added |
| Fieldpoint Private Securities, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Core Alternative Capital | 19 | $1.00K | 0.00% | +19 | New |
| Curi Capital | 22 | $1.00K | 0.00% | +22 | New |
| Schubert & Co | 20 | $1.00K | 0.00% | +20 | New |
| Carroll Financial Associates, Inc. | 43 | $2.00K | 0.00% | −1,032−96.0% | Reduced |
| Brown Brothers Harriman & Co | 33 | $2.00K | 0.00% | −45−57.7% | Reduced |
| Karlinski Andrew C | 36 | $2.00K | 0.00% | +36 | New |
| Fortitude Advisory Group L.L.C. | 39 | $2.00K | 0.00% | +39 | New |
| McCarthy Grittinger Financial Group, LLC | 38 | $2.34K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $2.46K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $3.00K | 0.00% | −9−15.0% | Reduced |
| Lenox Wealth Advisors, LLC | 43 | $3.00K | 0.00% | +33+330.0% | Added |
| JFS Wealth Advisors, LLC | 43 | $3.00K | 0.00% | +43 | New |
| EverSource Wealth Advisors, LLC | 41 | $3.00K | 0.00% | +41 | New |
| CVA Family Office, LLC | 45 | $3.00K | 0.00% | +45 | New |
| Hoese & Co LLP | 50 | $3.00K | 0.00% | +50 | New |
| Wolff Wiese Magana LLC | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 69 | $4.00K | 0.00% | +69 | New |
| Guardian Wealth Management, Inc. | 69 | $4.00K | 0.00% | +69 | New |
| Winch Advisory Services, LLC | 80 | $5.00K | 0.00% | +1+1.3% | Added |
| Financial Perspectives, Inc | 92 | $5.66K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 94 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $6.00K | 0.00% | +100 | New |
| Amplius Wealth Advisors, LLC | 104 | $6.00K | 0.00% | +104 | New |
| Tyler-Stone Wealth Management | 105 | $6.00K | 0.00% | +105 | New |
| Sutton Wealth Advisors Inc. | 110 | $6.76K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 111 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 112 | $7.00K | 0.00% | +2+1.8% | Added |
| Clearview Wealth Advisors LLC | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 125 | $8.00K | 0.00% | −125−50.0% | Reduced |
| Manchester Capital Management LLC | 151 | $9.00K | 0.00% | −28−15.6% | Reduced |
| Toth Financial Advisory Corp | 148 | $9.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 151 | $9.00K | 0.00% | +112+287.2% | Added |
| Lindbrook Capital, LLC | 158 | $10.0K | 0.00% | −83−34.4% | Reduced |
| Pinnacle Bancorp, Inc. | 160 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 159 | $10.0K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 164 | $10.0K | 0.00% | +164 | New |
| Prestige Wealth Management Group LLC | 194 | $12.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $12.0K | 0.00% | +200 | New |
| Glassman Wealth Services | 224 | $14.0K | 0.00% | −397−63.9% | Reduced |
| Eagle Bay Advisors LLC | 230 | $14.0K | 0.01% | −233−50.3% | Reduced |
| Klaas Financial Asset Advisors, LLC | 265 | $16.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 257 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 284 | $17.0K | 0.00% | +2+0.7% | Added |
| Professional Financial Advisors, LLC | 275 | $17.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 273 | $17.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 287 | $18.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 289 | $18.0K | 0.00% | +24+9.1% | Added |
| Glen Eagle Advisors, LLC | 303 | $18.6K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 312 | $19.0K | 0.01% | +27+9.5% | Added |
| Plante Moran Financial Advisors, LLC | 321 | $20.0K | 0.00% | −779−70.8% | Reduced |
| Washington Trust Co | 328 | $20.0K | 0.00% | −475−59.2% | Reduced |
| First Manhattan Co | 332 | $20.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 326 | $20.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 320 | $20.0K | 0.02% | +320 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 345 | $21.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 334 | $21.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 360 | $22.0K | 0.01% | −79−18.0% | Reduced |
| WFA Asset Management Corp | 390 | $22.0K | 0.01% | +390 | New |
| City Holding Co | 400 | $23.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 397 | $24.0K | 0.02% | +3+0.8% | Added |
| Whittier Trust Co | 411 | $25.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 400 | $25.0K | 0.02% | +400 | New |
| Harbor Investment Advisory, LLC | 420 | $26.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 425 | $26.0K | 0.01% | +23+5.7% | Added |
| Thompson Siegel & Walmsley LLC | 446 | $27.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 440 | $27.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 456 | $28.0K | 0.01% | 00.0% | Unchanged |
| TAP Consulting, LLC | 449 | $28.0K | 0.01% | +449 | New |
| Washington Trust Advisors, Inc. | 475 | $29.0K | 0.00% | +475 | New |
| Sargent Bickham Lagudis LLC | 488 | $30.0K | 0.00% | +400+454.5% | Added |
| Caldwell Trust Co | 500 | $30.7K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 500 | $30.7K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 502 | $31.0K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 500 | $31.0K | 0.03% | +500 | New |
| Financial Management Professionals, Inc. | 546 | $34.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 553 | $34.0K | 0.00% | +4+0.7% | Added |
| SOA Wealth Advisors, LLC. | 591 | $36.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 600 | $37.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 600 | $37.0K | 0.01% | +600 | New |
| Selective Wealth Management, Inc. | 650 | $40.0K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 675 | $41.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 683 | $42.0K | 0.00% | +28+4.3% | Added |
| TCI Wealth Advisors, Inc. | 700 | $43.0K | 0.01% | −273−28.1% | Reduced |
| Gables Capital Management Inc. | 710 | $44.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 750 | $46.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 760 | $47.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 866 | $53.0K | 0.00% | +8+0.9% | Added |
| Quent Capital, LLC | 862 | $53.0K | 0.01% | +862 | New |
| Parallel Advisors, LLC | 957 | $59.0K | 0.00% | +61+6.8% | Added |
| Pittenger & Anderson Inc | 1,000 | $61.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 1,100 | $68.0K | 0.04% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,467 | $71.0K | 0.02% | 00.0% | Unchanged |