| Cutler Group LP | 17 | $0 | 0.00% | +17 | New |
| Perkins Coie Trust Co | 3 | $160 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 4 | $251 | 0.00% | +4 | New |
| Gradient Investments LLC | 5 | $267 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $482 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $535 | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 11 | $598 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $684 | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 15 | $802 | 0.00% | +15 | New |
| Carolinas Wealth Consulting LLC | 17 | $886 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 17 | $908 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 12 | $1.00K | 0.00% | −1−7.7% | Reduced |
| Asset Dedication, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Tucker Asset Management LLC | 19 | $1.02K | 0.00% | +19 | New |
| JJJ Advisors Inc. | 20 | $1.07K | 0.00% | +20 | New |
| Orion Capital Management LLC | 20 | $1.07K | 0.00% | +20 | New |
| 1832 Asset Management L.P. | 22 | $1.18K | 0.00% | +22 | New |
| Moisand Fitzgerald Tamayo, LLC | 22 | $1.18K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 23 | $1.23K | 0.00% | +23 | New |
| Prestige Wealth Management Group LLC | 23 | $1.23K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 25 | $1.34K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 26 | $1.40K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 30 | $1.60K | 0.00% | +30 | New |
| Valley National Advisers Inc | 40 | $2.00K | 0.00% | +20+100.0% | Added |
| Avion Wealth | 50 | $2.00K | 0.00% | +20+66.7% | Added |
| Coppell Advisory Solutions LLC | 44 | $2.05K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 41 | $2.19K | 0.00% | −19−31.7% | Reduced |
| Trifecta Capital Advisors, LLC | 43 | $2.30K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 45 | $2.40K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 46 | $2.46K | 0.00% | −48−51.1% | Reduced |
| West Paces Advisors Inc. | 46 | $2.46K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 55 | $2.92K | 0.00% | +1+1.9% | Added |
| Byrne Asset Management LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 74 | $3.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 70 | $3.00K | 0.00% | +70 | New |
| Authentikos Wealth Advisory, LLC | 58 | $3.10K | 0.00% | +58 | New |
| Institutional & Family Asset Management, LLC | 60 | $3.21K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 67 | $3.58K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 68 | $3.63K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 71 | $3.79K | 0.00% | +71 | New |
| Cullen/Frost Bankers, Inc. | 73 | $3.90K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 73 | $3.90K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 79 | $4.22K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 82 | $4.38K | 0.00% | +2+2.5% | Added |
| Red Tortoise LLC | 83 | $4.44K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 93 | $4.97K | 0.00% | −244−72.4% | Reduced |
| Financial Management Professionals, Inc. | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 98 | $5.24K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $5.34K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $5.34K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 107 | $5.73K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 109 | $6.00K | 0.00% | +4+3.8% | Added |
| Steward Financial Group LLC | 121 | $6.00K | 0.00% | +121 | New |
| Wolff Wiese Magana LLC | 125 | $6.68K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 134 | $7.00K | 0.00% | +100+294.1% | Added |
| Baker Avenue Asset Management, LP | 132 | $7.05K | 0.00% | +122+1,220.0% | Added |
| Sound Income Strategies, LLC | 133 | $7.11K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 146 | $7.80K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 148 | $8.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 160 | $8.55K | 0.01% | +145+966.7% | Added |
| Parallax Volatility Advisers, L.P. | 161 | $8.61K | 0.00% | +161 | New |
| Northwest Capital Management Inc | 163 | $8.71K | 0.00% | +1+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 165 | $8.82K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 166 | $8.87K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 167 | $8.93K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 172 | $9.19K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 176 | $10.0K | 0.00% | +36+25.7% | Added |
| Picton Mahoney Asset Management | 200 | $10.0K | 0.00% | +200 | New |
| Cambridge Trust Co | 200 | $10.7K | 0.00% | +200 | New |
| United Community Bank | 205 | $11.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 209 | $11.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 218 | $11.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 224 | $12.0K | 0.00% | +9+4.2% | Added |
| Cornerstone Planning Group LLC | 235 | $12.6K | 0.00% | −2−0.8% | Reduced |
| Resources Management Corp | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 250 | $13.4K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 252 | $13.5K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 268 | $14.3K | 0.01% | −236−46.8% | Reduced |
| Quarry LP | 271 | $14.5K | 0.01% | +271 | New |
| Massmutual Trust Co FSB | 282 | $15.1K | 0.00% | +29+11.5% | Added |
| St Germain D J Co Inc | 290 | $15.5K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 294 | $15.7K | 0.01% | +34+13.1% | Added |
| Hallmark Capital Management Inc | 300 | $16.0K | 0.00% | −250−45.5% | Reduced |
| Union Savings Bank | 300 | $16.0K | 0.01% | +300 | New |
| Venturi Wealth Management, LLC | 326 | $17.4K | 0.00% | +320+5,333.3% | Added |
| Cape Investment Advisory, Inc. | 336 | $18.0K | 0.01% | +77+29.7% | Added |
| Parkside Financial Bank & Trust | 352 | $18.8K | 0.00% | +27+8.3% | Added |
| Clearstead Advisors, LLC | 359 | $19.2K | 0.00% | +29+8.8% | Added |
| Sawyer & Company, Inc | 377 | $20.0K | 0.01% | +377 | New |
| Headinvest, LLC | 398 | $20.9K | 0.00% | +398 | New |
| Bell Investment Advisors, Inc | 392 | $21.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 403 | $21.1K | 0.00% | +44+12.3% | Added |
| Johnson Financial Group, Inc. | 403 | $21.5K | 0.00% | −136−25.2% | Reduced |
| Spire Wealth Management | 432 | $23.1K | 0.00% | −330−43.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 441 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 450 | $24.1K | 0.00% | −3,335−88.1% | Reduced |
| DHJJ Financial Advisors, Ltd. | 456 | $24.4K | 0.01% | +456 | New |
| KB Financial Partners, LLC | 464 | $25.0K | 0.01% | +44+10.5% | Added |
| Old Second National Bank of Aurora | 498 | $26.6K | 0.01% | −498−50.0% | Reduced |