| TCI Wealth Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $0 | 0.00% | −6−33.3% | Reduced |
| AdvisorNet Financial, Inc | 5 | $0 | 0.00% | +5 | New |
| Curi Capital | 6 | $0 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 1 | $70 | 0.00% | – | – |
| Global Financial Private Client, LLC | 13 | $913 | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 14 | $983 | 0.00% | +14 | New |
| Cullen/Frost Bankers, Inc. | 20 | $1.00K | 0.00% | −473−95.9% | Reduced |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Atlas Capital Advisors LLC | 17 | $1.19K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 33 | $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 |
| Global Trust Asset Management, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 30 | $2.00K | 0.00% | +30 | New |
| Schubert & Co | 29 | $2.00K | 0.00% | +29 | New |
| Bedel Financial Consulting, Inc. | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 39 | $3.00K | 0.00% | +39 | New |
| West Paces Advisors Inc. | 46 | $3.23K | 0.00% | −69−60.0% | Reduced |
| Institutional & Family Asset Management, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 64 | $4.00K | 0.00% | +64 | New |
| Raffa Wealth Management, LLC | 60 | $4.21K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 71 | $5.00K | 0.00% | +35+97.2% | Added |
| EverSource Wealth Advisors, LLC | 67 | $5.00K | 0.00% | +67 | New |
| Karlinski Andrew C | 72 | $5.00K | 0.01% | +72 | New |
| Tevis Investment Management | 74 | $5.00K | 0.00% | +74 | New |
| Benjamin F. Edwards & Company, Inc. | 83 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 82 | $6.00K | 0.00% | +1+1.2% | Added |
| Cambridge Trust Co | 87 | $6.00K | 0.00% | +87 | New |
| Amplius Wealth Advisors, LLC | 90 | $6.00K | 0.00% | +90 | New |
| Harbour Investments, Inc. | 106 | $7.00K | 0.00% | −3,180−96.8% | Reduced |
| Hexagon Capital Partners LLC | 101 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 93 | $7.00K | 0.00% | +13+16.3% | Added |
| CVA Family Office, LLC | 105 | $7.00K | 0.00% | +105 | New |
| Financial Connections Group, Inc. | 100 | $7.00K | 0.01% | +100 | New |
| Glen Eagle Advisors, LLC | 103 | $7.23K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 110 | $8.00K | 0.01% | +110 | New |
| Covestor Ltd | 115 | $8.00K | 0.01% | +115 | New |
| Anchor Investment Management, LLC | 115 | $8.07K | 0.00% | −263−69.6% | Reduced |
| Arlington Partners LLC | 122 | $9.00K | 0.00% | −786−86.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 131 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 128 | $9.00K | 0.00% | +1+0.8% | Added |
| MV Capital Management, Inc. | 124 | $9.00K | 0.00% | +16+14.8% | Added |
| Sound Income Strategies, LLC | 138 | $10.0K | 0.00% | −125−47.5% | Reduced |
| Centerpoint Advisors, LLC | 148 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 142 | $10.0K | 0.01% | +4+2.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 157 | $11.0K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 150 | $11.0K | 0.00% | +150 | New |
| Sutton Wealth Advisors Inc. | 157 | $11.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 162 | $11.4K | 0.00% | −302−65.1% | Reduced |
| Loomis Sayles & Co L P | 164 | $12.0K | 0.00% | −169−50.8% | Reduced |
| Center for Financial Planning, Inc. | 180 | $13.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 200 | $14.0K | 0.00% | +200 | New |
| United Community Bank | 200 | $14.0K | 0.01% | +200 | New |
| Gemmer Asset Management LLC | 208 | $15.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 218 | $15.0K | 0.00% | 00.0% | Unchanged |
| Motco | 245 | $17.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 261 | $18.0K | 0.01% | −476−64.6% | Reduced |
| Carolinas Wealth Consulting LLC | 259 | $18.0K | 0.00% | −5−1.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 250 | $18.0K | 0.01% | +1+0.4% | Added |
| Blue Bell Private Wealth Management, LLC | 261 | $18.0K | 0.00% | +261 | New |
| Parkside Financial Bank & Trust | 268 | $19.0K | 0.00% | +1+0.4% | Added |
| Sage Private Wealth Group, LLC | 271 | $19.0K | 0.02% | 00.0% | Unchanged |
| Kings Point Capital Management | 273 | $19.0K | 0.00% | +273 | New |
| Tarbox Family Office, Inc. | 280 | $20.0K | 0.00% | −2−0.7% | Reduced |
| MUFG Americas Holdings Corp | 301 | $21.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 311 | $21.0K | 0.00% | −1−0.3% | Reduced |
| Toth Financial Advisory Corp | 316 | $22.0K | 0.00% | +1+0.3% | Added |
| Bell Investment Advisors, Inc | 313 | $22.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 330 | $23.0K | 0.00% | −5−1.5% | Reduced |
| Farmers & Merchants Investments Inc | 357 | $25.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 368 | $26.0K | 0.00% | +14+4.0% | Added |
| FourThought Financial, LLC | 383 | $27.0K | 0.00% | −179−31.9% | Reduced |
| Itau Unibanco Holding S.A. | 395 | $28.0K | 0.00% | −42−9.6% | Reduced |
| Washington Trust Advisors, Inc. | 404 | $28.0K | 0.00% | +404 | New |
| Covington Capital Management | 407 | $29.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 454 | $31.0K | 0.01% | +454 | New |
| Accel Wealth Management | 452 | $32.0K | 0.02% | +1+0.2% | Added |
| Brown Brothers Harriman & Co | 465 | $33.0K | 0.00% | −203−30.4% | Reduced |
| Front Row Advisors LLC | 468 | $33.0K | 0.01% | −11−2.3% | Reduced |
| Glassman Wealth Services | 513 | $36.0K | 0.01% | +5+1.0% | Added |
| Lenox Wealth Advisors, LLC | 511 | $36.0K | 0.00% | +19+3.9% | Added |
| Carroll Financial Associates, Inc. | 539 | $37.0K | 0.00% | +14+2.7% | Added |
| SOA Wealth Advisors, LLC. | 558 | $38.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 548 | $38.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 535 | $38.0K | 0.02% | +535 | New |
| Financial Perspectives, Inc | 580 | $40.7K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 641 | $45.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 647 | $45.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 650 | $46.0K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 710 | $50.0K | 0.00% | −13,907−95.1% | Reduced |
| Allworth Financial LP | 721 | $51.0K | 0.00% | +60+9.1% | Added |
| Old Second National Bank of Aurora | 1,000 | $54.0K | 0.02% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 771 | $54.0K | 0.01% | 00.0% | Unchanged |