| TCI Wealth Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $58 | 0.00% | – | New |
| Bartlett & Co. Wealth Management LLC | 10 | $589 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $765 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Atlas Capital Advisors LLC | 17 | $1.00K | 0.00% | +17 | New |
| Kayne Anderson Rudnick Investment Management LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 34 | $2.00K | 0.00% | +34 | New |
| Old North State Trust, LLC | 32 | $2.00K | 0.00% | +32 | New |
| Bedel Financial Consulting, Inc. | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 47 | $3.00K | 0.00% | +37+370.0% | Added |
| Vigilant Capital Management, LLC | 54 | $3.00K | 0.00% | +54 | New |
| Raffa Wealth Management, LLC | 60 | $3.54K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 81 | $4.00K | 0.00% | +81 | New |
| Wagner Wealth Management, LLC | 75 | $4.00K | 0.00% | +75 | New |
| Manchester Capital Management LLC | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 78 | $5.00K | 0.00% | +16+25.8% | Added |
| Bogart Wealth, LLC | 77 | $5.00K | 0.00% | +77 | New |
| Evolution Wealth Advisors, LLC | 108 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 103 | $6.06K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 115 | $6.78K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 127 | $8.00K | 0.00% | −4−3.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 157 | $9.00K | 0.00% | +11+7.5% | Added |
| Centerpoint Advisors, LLC | 148 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 145 | $9.00K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 150 | $9.00K | 0.00% | +45+42.9% | Added |
| Sutton Wealth Advisors Inc. | 157 | $9.25K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 180 | $11.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 218 | $13.0K | 0.00% | 00.0% | Unchanged |
| Motco | 245 | $14.0K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 240 | $14.0K | 0.01% | −13−5.1% | Reduced |
| Strategic Blueprint, LLC | 234 | $14.0K | 0.00% | +234 | New |
| Parkside Financial Bank & Trust | 249 | $15.0K | 0.00% | −1−0.4% | Reduced |
| CWM, LLC | 260 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 264 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 271 | $16.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 284 | $16.0K | 0.00% | +78+37.9% | Added |
| WealthShield Partners, LLC | 278 | $16.0K | 0.00% | +165+146.0% | Added |
| Sound Income Strategies, LLC | 268 | $16.0K | 0.00% | +250+1,388.9% | Added |
| Tarbox Family Office, Inc. | 282 | $17.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 312 | $18.0K | 0.00% | −1,089−77.7% | Reduced |
| Deseret Mutual Benefit Administrators | 308 | $18.0K | 0.00% | +308 | New |
| Leonteq Securities AG | 314 | $18.5K | 0.00% | −63−16.7% | Reduced |
| Global Retirement Partners, LLC | 330 | $19.0K | 0.00% | +130+65.0% | Added |
| Clearstead Advisors, LLC | 335 | $20.0K | 0.00% | −30−8.2% | Reduced |
| Farmers & Merchants Investments Inc | 357 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 354 | $21.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 400 | $23.0K | 0.01% | +400 | New |
| Spectrum Management Group, LLC | 410 | $24.0K | 0.00% | −30,541−98.7% | Reduced |
| Johnson Financial Group, Inc. | 403 | $24.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 400 | $24.0K | 0.00% | +89+28.6% | Added |
| Isthmus Partners, LLC | 407 | $24.0K | 0.00% | +407 | New |
| Accel Wealth Management | 449 | $26.0K | 0.02% | +2+0.4% | Added |
| Berman Capital Advisors, LLC | 442 | $26.0K | 0.00% | +61+16.0% | Added |
| Capital Analysts, LLC | 467 | $28.0K | 0.00% | +367+367.0% | Added |
| Front Row Advisors LLC | 479 | $29.0K | 0.01% | −19−3.8% | Reduced |
| Lenox Wealth Advisors, LLC | 492 | $29.0K | 0.00% | +337+217.4% | Added |
| Cullen/Frost Bankers, Inc. | 493 | $29.0K | 0.00% | +359+267.9% | Added |
| Carroll Financial Associates, Inc. | 525 | $30.0K | 0.00% | +378+257.1% | Added |
| Toth Financial Advisory Corp | 513 | $30.0K | 0.00% | +513 | New |
| Moisand Fitzgerald Tamayo, LLC | 530 | $31.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 547 | $32.0K | 0.00% | −13−2.3% | Reduced |
| Charter Oak Capital Management, LLC | 548 | $32.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 554 | $32.0K | 0.01% | +381+220.2% | Added |
| FourThought Financial, LLC | 562 | $33.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 563 | $33.0K | 0.00% | +23+4.3% | Added |
| Financial Perspectives, Inc | 580 | $34.2K | 0.02% | −34,159−98.3% | Reduced |
| Legacy Bridge, LLC | 650 | $38.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 647 | $38.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 641 | $38.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 670 | $39.0K | 0.00% | +670 | New |
| Smithfield Trust Co | 710 | $41.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 720 | $42.0K | 0.01% | +720 | New |
| Gemmer Asset Management LLC | 741 | $44.0K | 0.01% | +533+256.3% | Added |
| Vectors Research Management, LLC | 771 | $45.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 812 | $48.0K | 0.00% | −1−0.1% | Reduced |
| Tobam | 890 | $52.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 897 | $53.0K | 0.01% | −2−0.2% | Reduced |
| Anchor Investment Management, LLC | 943 | $55.6K | 0.01% | +943 | New |
| First Horizon Corp | 973 | $57.0K | 0.01% | +3+0.3% | Added |
| Ellis Investment Partners, LLC | 998 | $58.0K | 0.01% | +4+0.4% | Added |
| Old Second National Bank of Aurora | 1,000 | $59.0K | 0.02% | 00.0% | Unchanged |