| WestEnd Advisors, LLC | – | $622 | 0.00% | – | – |
| Institutional & Family Asset Management, LLC | 1 | $1.00K | 0.00% | −4−80.0% | Reduced |
| Macroview Investment Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Dark Forest Capital Management LP | 1 | $1.00K | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 2 | $1.27K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 4 | $2.00K | 0.00% | −3−42.9% | Reduced |
| Perkins Coie Trust Co | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $2.00K | 0.00% | +2+100.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 5 | $3.00K | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 6 | $4.00K | 0.00% | −2−25.0% | Reduced |
| Lee Financial Co | 7 | $4.00K | 0.00% | +3+75.0% | Added |
| MCF Advisors LLC | 6 | $4.00K | 0.00% | +6 | New |
| Key Financial Inc | 6 | $4.00K | 0.00% | +6 | New |
| Koshinski Asset Management, Inc. | 50 | $4.93K | 0.00% | +50 | New |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 9 | $6.00K | 0.00% | −8−47.1% | Reduced |
| Hudock, Inc. | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 10 | $6.00K | 0.01% | +10 | New |
| TSFG, LLC | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 12 | $7.47K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 13 | $8.09K | 0.00% | −16−55.2% | Reduced |
| JCIC Asset Management Inc. | 14 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 15 | $9.00K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 15 | $9.00K | 0.00% | +15 | New |
| Red Tortoise LLC | 23 | $9.00K | 0.01% | +23 | New |
| Evolution Wealth Advisors, LLC | 18 | $11.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 19 | $11.8K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 24 | $12.0K | 0.00% | −26−52.0% | Reduced |
| Corbenic Partners LLC | 19 | $12.0K | 0.00% | 00.0% | Unchanged |
| Motco | 20 | $12.0K | 0.00% | +5+33.3% | Added |
| Better Money Decisions, LLC | 21 | $13.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 23 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 22 | $14.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 22 | $14.0K | 0.00% | +22 | New |
| Atwood & Palmer Inc | 25 | $16.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 26 | $16.0K | 0.00% | +1+4.0% | Added |
| Larson Financial Group LLC | 26 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 25 | $16.0K | 0.00% | +25 | New |
| Sterling Investment Advisors, Ltd. | 28 | $17.0K | 0.01% | +28 | New |
| First Command Bank | 31 | $19.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 31 | $19.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 32 | $20.0K | 0.01% | −30−48.4% | Reduced |
| Stuart Chaussee & Associates, Inc. | 32 | $20.0K | 0.03% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 32 | $20.0K | 0.02% | +32 | New |
| Winch Advisory Services, LLC | 34 | $21.0K | 0.01% | +18+112.5% | Added |
| Bell Investment Advisors, Inc | 33 | $21.0K | 0.01% | +33 | New |
| MBM Wealth Consultants, LLC | 36 | $22.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 35 | $22.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 39 | $24.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $24.3K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 40 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 40 | $25.0K | 0.01% | +24+150.0% | Added |
| Pacifica Partners Inc. | 40 | $27.0K | 0.02% | +10+33.3% | Added |
| Eagle Bay Advisors LLC | 42 | $27.0K | 0.02% | +18+75.0% | Added |
| Kowal Investment Group, LLC | 43 | $27.0K | 0.01% | +43 | New |
| Hartford Financial Management Inc. | 48 | $30.0K | 0.01% | +8+20.0% | Added |
| Baystate Wealth Management LLC | 48 | $30.0K | 0.00% | +18+60.0% | Added |
| SRS Capital Advisors, Inc. | 50 | $31.0K | 0.00% | −10−16.7% | Reduced |
| Old Second National Bank of Aurora | 50 | $31.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $31.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 50 | $31.0K | 0.02% | +50 | New |
| Resolute Partners Group | 51 | $32.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 51 | $32.0K | 0.01% | +25+96.2% | Added |
| Center for Financial Planning, Inc. | 53 | $33.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 53 | $33.0K | 0.00% | +53 | New |
| Harding Loevner LP | 54 | $34.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 54 | $34.0K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 56 | $34.8K | 0.02% | −26,322−99.8% | Reduced |
| AdvisorNet Financial, Inc | 61 | $38.0K | 0.00% | −47−43.5% | Reduced |
| Bedel Financial Consulting, Inc. | 63 | $39.0K | 0.01% | −2−3.1% | Reduced |
| Prestige Wealth Management Group LLC | 62 | $39.0K | 0.01% | +3+5.1% | Added |
| JJJ Advisors Inc. | 63 | $39.0K | 0.01% | +6+10.5% | Added |
| BerganKDV Wealth Management, LLC | 68 | $42.0K | 0.00% | +48+240.0% | Added |
| Private Ocean, LLC | 70 | $44.0K | 0.01% | −31−30.7% | Reduced |
| Centerpoint Advisors, LLC | 70 | $44.0K | 0.02% | −30−30.0% | Reduced |
| Reilly Financial Advisors, LLC | 72 | $45.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 76 | $47.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 75 | $47.0K | 0.00% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 80 | $49.8K | 0.01% | +3+3.9% | Added |
| Hall Laurie J Trustee | 80 | $50.0K | 0.02% | 00.0% | Unchanged |
| Avondale Wealth Management | 80 | $50.0K | 0.05% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 80 | $50.0K | 0.00% | +80 | New |
| Caldwell Trust Co | 85 | $52.9K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 85 | $53.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 85 | $53.0K | 0.00% | −1−1.2% | Reduced |