| Community Bank, N.A. | 500 | $13.9K | 0.00% | −300−37.5% | Reduced |
| Cary Street Partners Asset Management LLC | 500 | $13.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 481 | $13.4K | 0.01% | +2+0.4% | Added |
| Bartlett & Co. Wealth Management LLC | 469 | $13.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 469 | $13.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 497 | $13.0K | 0.00% | +85+20.6% | Added |
| Richard W. Paul & Associates, LLC | 451 | $12.5K | 0.01% | +18+4.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 440 | $12.0K | 0.00% | −1,590−78.3% | Reduced |
| CNB Bank | 400 | $11.1K | 0.01% | −2,538−86.4% | Reduced |
| Endurance Wealth Management, Inc. | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 393 | $10.8K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 376 | $10.4K | 0.01% | +141+60.0% | Added |
| Pflug Koory, LLC | 373 | $10.4K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 370 | $10.3K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 347 | $9.64K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 344 | $9.56K | 0.00% | −11−3.1% | Reduced |
| JNBA Financial Advisors | 333 | $9.26K | 0.00% | +333 | New |
| Dividend Assets Capital, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 312 | $9.00K | 0.00% | +72+30.0% | Added |
| Values First Advisors, Inc. | 317 | $8.82K | 0.01% | +317 | New |
| Quarry LP | 315 | $8.75K | 0.00% | +108+52.2% | Added |
| Johnson Financial Group, Inc. | 305 | $8.55K | 0.00% | −49−13.8% | Reduced |
| Pinnacle Bancorp, Inc. | 300 | $8.34K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 300 | $8.34K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 288 | $8.00K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 300 | $8.00K | 0.00% | −6−2.0% | Reduced |
| Banque Cantonale Vaudoise | 288 | $8.00K | 0.00% | +288 | New |
| Moisand Fitzgerald Tamayo, LLC | 287 | $7.98K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 285 | $7.92K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 277 | $7.70K | 0.00% | +82+42.1% | Added |
| Quent Capital, LLC | 274 | $7.61K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 262 | $7.27K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 260 | $7.22K | 0.00% | −146−36.0% | Reduced |
| Financial Management Professionals, Inc. | 268 | $7.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 250 | $6.95K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 226 | $6.28K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 221 | $6.14K | 0.00% | −48−17.8% | Reduced |
| Versant Capital Management, Inc | 218 | $6.06K | 0.00% | +218 | New |
| City State Bank | 202 | $6.00K | 0.00% | −375−65.0% | Reduced |
| HHM Wealth Advisors, LLC | 203 | $5.64K | 0.00% | +203 | New |
| Coastal Capital Group, Inc. | 201 | $5.59K | 0.00% | +3+1.5% | Added |
| Column Capital Advisors, LLC | 200 | $5.56K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 200 | $5.56K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 195 | $5.42K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 195 | $5.42K | 0.00% | +95+95.0% | Added |
| Pacific Center for Financial Services | 190 | $5.28K | 0.00% | +190 | New |
| PSI Advisors, LLC | 179 | $4.97K | 0.00% | −111−38.3% | Reduced |
| Ahrens Investment Partners LLC | 169 | $4.70K | 0.00% | +169 | New |
| AdvisorNet Financial, Inc | 168 | $4.67K | 0.00% | −582−77.6% | Reduced |
| Colonial Trust Advisors | 152 | $4.22K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 150 | $4.17K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150 | $4.17K | 0.00% | +150 | New |
| Capital Advisors, Ltd. LLC | 140 | $4.00K | 0.00% | −19−11.9% | Reduced |
| Old Second National Bank of Aurora | 139 | $3.86K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 125 | $3.47K | 0.00% | +125 | New |
| Sutton Wealth Advisors Inc. | 119 | $3.31K | 0.00% | −58−32.8% | Reduced |
| Mascoma Wealth Management LLC | 108 | $3.10K | 0.00% | −175−61.8% | Reduced |
| FinTrust Capital Advisors, LLC | 105 | $3.07K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 86 | $3.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 100 | $2.78K | 0.00% | −259−72.1% | Reduced |
| Wolff Wiese Magana LLC | 100 | $2.78K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $2.78K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 95 | $2.66K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 86 | $2.39K | 0.00% | −442−83.7% | Reduced |
| Raffa Wealth Management, LLC | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 68 | $2.00K | 0.00% | −1,120−94.3% | Reduced |
| Lazard Asset Management LLC | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 60 | $2.00K | 0.00% | +60 | New |
| Lee Financial Co | 70 | $1.96K | 0.00% | −19−21.3% | Reduced |
| Clearstead Advisors, LLC | 68 | $1.89K | 0.00% | −2,200−97.0% | Reduced |
| New Millennium Group LLC | 68 | $1.89K | 0.00% | −27−28.4% | Reduced |
| Schubert & Co | 63 | $1.75K | 0.00% | −5−7.4% | Reduced |
| DT Investment Partners, LLC | 59 | $1.70K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 60 | $1.67K | 0.00% | +42+233.3% | Added |
| Ridgewood Investments LLC | 58 | $1.61K | 0.00% | +58 | New |
| USA Financial Portformulas Corp | 56 | $1.56K | 0.00% | +56 | New |
| Disciplined Investments, LLC | 50 | $1.39K | 0.00% | +1+2.0% | Added |
| Cambridge Trust Co | 50 | $1.39K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 50 | $1.39K | 0.00% | +50 | New |
| Credential Qtrade Securities Inc. | 50 | $1.39K | 0.00% | +50 | New |
| Webster Bank, N. A. | 49 | $1.36K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 42 | $1.17K | 0.00% | −65−60.7% | Reduced |
| Venturi Wealth Management, LLC | 41 | $1.14K | 0.00% | +41 | New |
| Bell Investment Advisors, Inc | 39 | $1.08K | 0.00% | −47−54.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 37 | $1.03K | 0.00% | +37 | New |
| SJS Investment Consulting Inc. | 36 | $1.00K | 0.00% | −7−16.3% | Reduced |
| Penserra Capital Management LLC | 40 | $1.00K | 0.00% | −143,047−100.0% | Reduced |
| Retirement Group, LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 59 | $1.00K | 0.00% | +17+40.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 20 | $1.00K | 0.00% | +20 | New |
| Iron Horse Wealth Management, LLC | 25 | $695 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 25 | $695 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 20 | $556 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 18 | $515 | 0.00% | +18 | New |
| WestEnd Advisors, LLC | – | $472 | 0.00% | – | – |
| Delos Wealth Advisors, LLC | 12 | $334 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 12 | $333 | 0.00% | +12 | New |