| Aua Capital Management, LLC | 6 | $129 | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 17 | $367 | 0.00% | +17 | New |
| Kayne Anderson Rudnick Investment Management LLC | 27 | $582 | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 28 | $604 | 0.00% | +28 | New |
| Addison Advisors LLC | 34 | $733 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 43 | $927 | 0.00% | +43 | New |
| Financial Management Professionals, Inc. | 33 | $1.00K | 0.00% | −393−92.3% | Reduced |
| Capital Advisors, Ltd. LLC | 29 | $1.00K | 0.00% | −83−74.1% | Reduced |
| Centerpoint Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 52 | $1.00K | 0.00% | +52 | New |
| Private Ocean, LLC | 49 | $1.06K | 0.00% | +49 | New |
| Richard W. Paul & Associates, LLC | 54 | $1.16K | 0.00% | +54 | New |
| Whittier Trust Co of Nevada Inc | 72 | $1.55K | 0.00% | −17−19.1% | Reduced |
| Logan Capital Management Inc | 73 | $1.57K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 75 | $1.62K | 0.00% | −12−13.8% | Reduced |
| Comerica Securities,inc. | 76 | $1.65K | 0.00% | +76 | New |
| Eagle Bay Advisors LLC | 86 | $1.85K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 87 | $1.88K | 0.00% | +87 | New |
| Financial Connections Group, Inc. | 135 | $2.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 100 | $2.15K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 106 | $2.29K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 106 | $2.29K | 0.00% | +106 | New |
| Glass Jacobson Investment Advisors llc | 108 | $2.33K | 0.00% | +108 | New |
| SJS Investment Consulting Inc. | 115 | $2.48K | 0.00% | +62+117.0% | Added |
| JNBA Financial Advisors | 118 | $2.54K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 129 | $2.78K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 133 | $2.97K | 0.00% | +14+11.8% | Added |
| Baystate Wealth Management LLC | 154 | $3.00K | 0.00% | +2+1.3% | Added |
| Coston, McIsaac & Partners | 178 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 117 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 142 | $3.06K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 149 | $3.21K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 179 | $3.86K | 0.00% | +179 | New |
| Old Second National Bank of Aurora | 182 | $3.92K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 184 | $3.97K | 0.00% | −911−83.2% | Reduced |
| Citizens National Bank Trust Department | 192 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 195 | $4.20K | 0.00% | +195 | New |
| Ruedi Wealth Management, Inc. | 206 | $4.44K | 0.00% | +206 | New |
| Trust Co of Vermont | 206 | $4.44K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 220 | $4.74K | 0.00% | +220 | New |
| Cassady Schiller Wealth Management, LLC | 236 | $5.09K | 0.00% | +236 | New |
| Schubert & Co | 236 | $5.09K | 0.00% | −35−12.9% | Reduced |
| Hallmark Capital Management Inc | 244 | $5.26K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 256 | $5.52K | 0.00% | +156+156.0% | Added |
| Paragon Wealth Strategies, LLC | 257 | $5.53K | 0.01% | +3+1.2% | Added |
| Live Oak Investment Partners | – | $5.93K | 0.01% | – | New |
| Beaird Harris Wealth Management, LLC | 283 | $6.10K | 0.00% | +283 | New |
| Zullo Investment Group, Inc. | 284 | $6.13K | 0.00% | +1+0.4% | Added |
| Washington Trust Advisors, Inc. | 286 | $6.17K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 289 | $6.23K | 0.00% | −290−50.1% | Reduced |
| North Star Investment Management Corp. | 291 | $6.27K | 0.00% | +52+21.8% | Added |
| TD Waterhouse Canada Inc. | 300 | $6.44K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 300 | $6.46K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 333 | $7.00K | 0.00% | +333 | New |
| Kistler-Tiffany Companies, LLC | 328 | $7.07K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 332 | $7.16K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 336 | $7.25K | 0.00% | +3+0.9% | Added |
| JFS Wealth Advisors, LLC | 353 | $7.61K | 0.00% | −13−3.6% | Reduced |
| Spire Wealth Management | 375 | $8.00K | 0.00% | −435−53.7% | Reduced |
| Creative Financial Designs Inc | 404 | $8.71K | 0.00% | +137+51.3% | Added |
| Twin Tree Management, LP | 420 | $9.05K | 0.00% | +420 | New |
| Capital Directions Investment Advisors, LLC | 448 | $9.66K | 0.00% | +448 | Added |
| Syverson Strege & Co | 451 | $9.73K | 0.00% | +4+0.9% | Added |
| Column Capital Advisors, LLC | 473 | $10.2K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 500 | $10.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 506 | $10.9K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 513 | $11.0K | 0.00% | −153−23.0% | Reduced |
| Pinnacle Bancorp, Inc. | 528 | $11.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 514 | $11.1K | 0.00% | −189−26.9% | Reduced |
| MV Capital Management, Inc. | 532 | $11.5K | 0.00% | +203+61.7% | Added |
| Truvestments Capital LLC | 533 | $11.5K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 544 | $11.7K | 0.01% | +544 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 550 | $11.9K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 564 | $12.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 561 | $12.0K | 0.00% | +159+39.6% | Added |
| Cullen/Frost Bankers, Inc. | 565 | $12.2K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 570 | $12.3K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 575 | $12.4K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 588 | $12.7K | 0.02% | +130+28.4% | Added |
| Loomis Sayles & Co L P | 590 | $13.0K | 0.00% | −89−13.1% | Reduced |
| Riverview Trust Co | 599 | $13.0K | 0.01% | +599 | New |
| Harbor Investment Advisory, LLC | 625 | $13.5K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 632 | $13.6K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 666 | $14.0K | 0.00% | −10,134−93.8% | Reduced |
| BerganKDV Wealth Management, LLC | 657 | $14.2K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 692 | $14.9K | 0.01% | +692 | New |
| Optimum Investment Advisors | 700 | $15.1K | 0.01% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 725 | $15.6K | 0.01% | +725 | New |
| Sound Income Strategies, LLC | 727 | $15.7K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 750 | $16.2K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 785 | $16.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 800 | $17.2K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 801 | $17.3K | 0.01% | +1+0.1% | Added |
| Glassman Wealth Services | 839 | $18.1K | 0.00% | +178+26.9% | Added |
| Plante Moran Financial Advisors, LLC | 883 | $19.0K | 0.00% | +384+77.0% | Added |
| Register Financial Advisors LLC | 900 | $19.4K | 0.01% | +900 | New |
| Aspire Private Capital, LLC | 915 | $19.7K | 0.01% | −60−6.2% | Reduced |
| Farther Finance Advisors, LLC | 931 | $20.1K | 0.01% | +931 | New |
| Westside Investment Management, Inc. | 1,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 1,000 | $21.6K | 0.00% | 00.0% | Unchanged |