| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $88 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $88 | 0.00% | +1 | New |
| Semmax Financial Advisors Inc. | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $176 | 0.00% | −3−60.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $176 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $201 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3 | $264 | 0.00% | +3 | New |
| Bruce G. Allen Investments, LLC | 3 | $264 | 0.00% | +3 | New |
| Evermay Wealth Management LLC | 4 | $353 | 0.00% | +4 | New |
| POM Investment Strategies, LLC | 6 | $529 | 0.00% | +6 | New |
| EdgeRock Capital LLC | 8 | $703 | 0.00% | +8 | New |
| Carolinas Wealth Consulting LLC | 9 | $793 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $882 | 0.00% | −344−97.2% | Reduced |
| TFC Financial Management | 10 | $882 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 15 | $901 | 0.00% | +2+15.4% | Added |
| Avion Wealth | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 12 | $1.06K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 12 | $1.06K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 13 | $1.15K | 0.00% | +13 | New |
| Pineridge Advisors LLC | 14 | $1.23K | 0.00% | +14 | New |
| Dunhill Financial, LLC | 15 | $1.30K | 0.00% | +15 | New |
| Boyd Watterson Asset Management LLC | 15 | $1.32K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 15 | $1.32K | 0.00% | +15 | New |
| Trifecta Capital Advisors, LLC | 15 | $1.32K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 16 | $1.41K | 0.00% | +16 | New |
| Key Financial Inc | 17 | $1.50K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 18 | $1.59K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $1.76K | 0.00% | +20 | New |
| Moisand Fitzgerald Tamayo, LLC | 22 | $1.94K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 25 | $2.00K | 0.00% | −55−68.8% | Reduced |
| Financial Management Professionals, Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 24 | $2.12K | 0.00% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $2.20K | 0.00% | +25 | New |
| Arlington Trust Co LLC | 27 | $2.38K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 27 | $2.38K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 29 | $2.56K | 0.00% | +29 | New |
| Hexagon Capital Partners LLC | 30 | $2.65K | 0.00% | −55−64.7% | Reduced |
| MCF Advisors LLC | 32 | $2.82K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 32 | $2.82K | 0.00% | +32 | New |
| Frazier Financial Advisors, LLC | 34 | $3.00K | 0.00% | +34 | New |
| Old Second National Bank of Aurora | 35 | $3.09K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $3.09K | 0.00% | +35 | New |
| SJS Investment Consulting Inc. | 36 | $3.17K | 0.00% | +2+5.9% | Added |
| Sittner & Nelson, LLC | 42 | $3.70K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 43 | $3.79K | 0.00% | −23−34.8% | Reduced |
| Abich Financial Wealth Management LLC | 45 | $3.97K | 0.00% | +45 | New |
| Global Financial Private Client, LLC | 45 | $3.97K | 0.00% | +45 | New |
| Planning Capital Management Corp | 46 | $4.06K | 0.00% | +46 | New |
| AdvisorNet Financial, Inc | 47 | $4.14K | 0.00% | −155−76.7% | Reduced |
| Bellevue Asset Management, LLC | 50 | $4.41K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 51 | $4.50K | 0.00% | +47+1,175.0% | Added |
| Manchester Capital Management LLC | 54 | $4.76K | 0.00% | +27+100.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 56 | $4.94K | 0.00% | +56 | New |
| Gradient Investments LLC | 57 | $5.03K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 57 | $5.03K | 0.00% | −23−28.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 61 | $5.42K | 0.00% | +61 | New |
| Harbor Investment Advisory, LLC | 66 | $5.82K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 66 | $6.00K | 0.00% | +66 | New |
| Leonteq Securities AG | 69 | $6.08K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 70 | $6.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $6.26K | 0.00% | −5−6.6% | Reduced |
| FSA Wealth Management LLC | 85 | $7.00K | 0.00% | +85 | New |
| Bogart Wealth, LLC | 80 | $7.05K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 84 | $7.41K | 0.01% | +84 | New |
| GW&K Investment Management, LLC | 92 | $8.00K | 0.00% | −8−8.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $8.00K | 0.01% | +100 | New |
| Baystate Wealth Management LLC | 99 | $8.81K | 0.00% | +53+115.2% | Added |
| Credit Agricole S A | 100 | $8.82K | 0.00% | −1,984−95.2% | Reduced |
| North Star Investment Management Corp. | 100 | $8.82K | 0.00% | −12−10.7% | Reduced |
| Eukles Asset Management | 100 | $8.82K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $8.91K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 108 | $9.00K | 0.00% | +1+0.9% | Added |
| Prestige Wealth Management Group LLC | 111 | $9.79K | 0.00% | +34+44.2% | Added |
| Scarborough Advisors, LLC | 111 | $9.79K | 0.00% | +111 | New |
| Loomis Sayles & Co L P | 112 | $10.0K | 0.00% | +1+0.9% | Added |
| Jones Financial Companies LLLP | 114 | $10.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 128 | $11.3K | 0.00% | +37+40.7% | Added |
| Versant Capital Management, Inc | 138 | $12.2K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 141 | $12.4K | 0.00% | +141 | New |
| Farmers & Merchants Investments Inc | 148 | $13.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 150 | $13.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 150 | $13.2K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 151 | $13.3K | 0.02% | +151 | New |
| Harbour Investments, Inc. | 154 | $13.6K | 0.00% | +4+2.7% | Added |
| Central Trust Co | 157 | $13.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 161 | $14.0K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 159 | $14.0K | 3.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 161 | $14.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 175 | $15.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 180 | $15.9K | 0.00% | −6−3.2% | Reduced |
| Point72 Europe (London) LLP | 188 | $16.6K | 0.00% | +188 | New |
| Whittier Trust Co of Nevada Inc | 197 | $17.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $17.6K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 205 | $18.1K | 0.00% | −82−28.6% | Reduced |
| Smithfield Trust Co | 215 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 249 | $22.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 259 | $23.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 295 | $26.0K | 0.00% | +293+14,650.0% | Added |