| Tyler-Stone Wealth Management | 11 | $0 | 0.00% | +11 | New |
| Tfo-TDC, LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 10 | $235 | 0.00% | +10 | New |
| True Wealth Design, LLC | 10 | $236 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 12 | $300 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 14 | $330 | 0.00% | −54−79.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $448 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 19 | $448 | 0.00% | +19 | New |
| Federation des caisses Desjardins du Quebec | 20 | $471 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 25 | $589 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 27 | $637 | 0.00% | +27 | New |
| Retirement Group, LLC | 34 | $801 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 37 | $872 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 39 | $919 | 0.00% | +39 | New |
| SJS Investment Consulting Inc. | 41 | $966 | 0.00% | +7+20.6% | Added |
| Legacy Financial Group LLC | 42 | $990 | 0.00% | +42 | New |
| Tucker Asset Management LLC | 42 | $990 | 0.00% | +42 | New |
| Avion Wealth | 84 | $1.00K | 0.00% | −33−28.2% | Reduced |
| SkyView Investment Advisors, LLC | 28 | $1.00K | 0.00% | +28 | New |
| Sound Income Strategies, LLC | 44 | $1.04K | 0.00% | +2+4.8% | Added |
| Headlands Technologies LLC | 45 | $1.06K | 0.00% | −949−95.5% | Reduced |
| Carolinas Wealth Consulting LLC | 45 | $1.11K | 0.00% | −50−52.6% | Reduced |
| USA Financial Portformulas Corp | 56 | $1.32K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 56 | $1.32K | 0.00% | +31+124.0% | Added |
| AdvisorNet Financial, Inc | 59 | $1.39K | 0.00% | −197−77.0% | Reduced |
| DT Investment Partners, LLC | 59 | $1.39K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 61 | $1.44K | 0.00% | +61 | New |
| CGC Financial Services, LLC | 69 | $1.63K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 72 | $1.70K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 84 | $1.98K | 0.00% | −6−6.7% | Reduced |
| VitalStone Financial, LLC | 86 | $2.00K | 0.00% | −44−33.8% | Reduced |
| GeoWealth Management, LLC | 61 | $2.00K | 0.00% | +1+1.7% | Added |
| Baystate Wealth Management LLC | 89 | $2.12K | 0.00% | +89 | New |
| Adirondack Trust Co | 100 | $2.35K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $2.36K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $2.36K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 112 | $2.64K | 0.00% | +16+16.7% | Added |
| Sutton Wealth Advisors Inc. | 125 | $2.94K | 0.00% | +6+5.0% | Added |
| Ronald Blue Trust, Inc. | 93 | $3.00K | 0.00% | +38+69.1% | Added |
| Colonial Trust Advisors | 129 | $3.04K | 0.00% | −23−15.1% | Reduced |
| Old Second National Bank of Aurora | 139 | $3.27K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 137 | $3.28K | 0.00% | +137 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150 | $3.53K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 150 | $3.53K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 159 | $3.75K | 0.00% | +54+51.4% | Added |
| Cutler Group LP | 200 | $4.00K | 0.00% | −106−34.6% | Reduced |
| PSI Advisors, LLC | 179 | $4.22K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 180 | $4.24K | 0.00% | −24−11.8% | Reduced |
| Hollencrest Capital Management | 180 | $4.24K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 190 | $4.48K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 195 | $4.59K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 200 | $4.71K | 0.00% | +200 | New |
| HHM Wealth Advisors, LLC | 203 | $4.78K | 0.00% | 00.0% | Unchanged |
| City State Bank | 202 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 238 | $5.61K | 0.00% | +238 | New |
| Macroview Investment Management LLC | 241 | $5.68K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 248 | $5.84K | 0.00% | −2−0.8% | Reduced |
| Versant Capital Management, Inc | 252 | $5.94K | 0.00% | −75−22.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 268 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 254 | $6.00K | 0.00% | −3−1.2% | Reduced |
| Capital Advisors, Ltd. LLC | 249 | $6.00K | 0.00% | +109+77.9% | Added |
| Delta Asset Management LLC | 260 | $6.13K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 281 | $6.61K | 0.00% | +3+1.1% | Added |
| Harbor Investment Advisory, LLC | 282 | $6.64K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 285 | $6.71K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 286 | $6.74K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 288 | $6.79K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 300 | $7.00K | 0.00% | −45−13.0% | Reduced |
| Steward Financial Group LLC | 304 | $7.00K | 0.00% | +304 | New |
| Manchester Capital Management LLC | 300 | $7.07K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 300 | $7.07K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 305 | $7.26K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 334 | $7.87K | 0.00% | +334 | New |
| Stonebridge Capital Advisors LLC | 347 | $8.18K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 371 | $8.74K | 0.00% | +8+2.2% | Added |
| Register Financial Advisors LLC | 375 | $8.84K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 380 | $8.96K | 0.00% | +2+0.5% | Added |
| Richard W. Paul & Associates, LLC | 381 | $8.98K | 0.00% | −65−14.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 394 | $9.00K | 0.00% | −46−10.5% | Reduced |
| GW&K Investment Management, LLC | 382 | $9.00K | 0.00% | −25−6.1% | Reduced |
| Brown Brothers Harriman & Co | 400 | $9.42K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 400 | $9.42K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 400 | $9.42K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 404 | $9.52K | 0.00% | +404 | New |
| FSC Wealth Advisors, LLC | 409 | $9.64K | 0.01% | +409 | New |
| MV Capital Management, Inc. | 474 | $11.2K | 0.00% | −513−52.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 486 | $11.5K | 0.01% | +2+0.4% | Added |
| Community Bank, N.A. | 500 | $11.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 500 | $11.8K | 0.00% | +500 | New |
| Earnest Partners LLC | 509 | $12.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 509 | $12.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 526 | $12.5K | 0.00% | −2,069−79.7% | Reduced |
| Farmers & Merchants Investments Inc | 535 | $12.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 566 | $13.0K | 0.01% | −296−34.3% | Reduced |
| GHP Investment Advisors, Inc. | 550 | $13.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 574 | $13.5K | 0.00% | −361−38.6% | Reduced |
| Princeton Global Asset Management LLC | 612 | $14.4K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 623 | $14.7K | 0.00% | −250−28.6% | Reduced |
| NewSquare Capital LLC | 630 | $14.8K | 0.00% | 00.0% | Unchanged |