| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $8 | 0.00% | −435−100.0% | Reduced |
| Tfo-TDC, LLC | 1 | $435 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $459 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $459 | 0.00% | +1 | New |
| Antonetti Capital Management LLC | 1 | $459 | 0.00% | +1 | New |
| Beacon Capital Management, LLC | 2 | $871 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $918 | 0.00% | −1−33.3% | Reduced |
| Barrett & Company, Inc. | 2 | $918 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $918 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 2 | $918 | 0.00% | +2 | New |
| Centerpoint Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| Level Financial Advisors, Inc. | 3 | $1.38K | 0.00% | −5−62.5% | Reduced |
| Motco | 3 | $1.38K | 0.00% | −1−25.0% | Reduced |
| TFC Financial Management | 3 | $1.38K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $1.38K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.38K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3 | $1.38K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 3 | $1.38K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3 | $1.56K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 5 | $2.00K | 0.00% | +5 | New |
| HM Payson & Co | 5 | $2.29K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $2.29K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $2.29K | 0.00% | +1+25.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 5 | $2.29K | 0.00% | +5 | New |
| Lee Financial Co | 6 | $2.75K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 7 | $3.21K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 8 | $3.67K | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 9 | $4.13K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 9 | $4.13K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 9 | $4.13K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 10 | $4.59K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 11 | $5.00K | 0.00% | −5−31.3% | Reduced |
| Avion Wealth | 13 | $5.00K | 0.00% | +4+44.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $5.05K | 0.00% | −1−8.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $5.05K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 11 | $5.05K | 0.00% | +11 | New |
| Independence Bank of Kentucky | 13 | $5.97K | 0.00% | −11−45.8% | Reduced |
| Gradient Investments LLC | 13 | $5.97K | 0.00% | −4−23.5% | Reduced |
| IMA Wealth, Inc. | 13 | $5.97K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 13 | $5.97K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 14 | $6.42K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 14 | $6.43K | 0.00% | −7−33.3% | Reduced |
| Hartford Financial Management Inc. | 15 | $6.88K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 15 | $6.88K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $6.88K | 0.00% | +15 | New |
| DT Investment Partners, LLC | 16 | $7.34K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16 | $7.34K | 0.00% | +16 | New |
| JDM Financial Group LLC | 17 | $7.80K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 17 | $7.80K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 17 | $8.00K | 0.01% | −35−67.3% | Reduced |
| Harbor Investment Advisory, LLC | 18 | $8.26K | 0.00% | −492−96.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 18 | $8.26K | 0.00% | −9−33.3% | Reduced |
| Raffa Wealth Management, LLC | 18 | $8.26K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 18 | $8.26K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 18 | $8.26K | 0.00% | +18 | New |
| Steward Financial Group LLC | 21 | $9.00K | 0.00% | +21 | New |
| Adirondack Trust Co | 20 | $9.18K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 20 | $9.18K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 20 | $9.18K | 0.00% | +20 | New |
| Asset Dedication, LLC | 22 | $10.0K | 0.00% | +22 | New |
| Geneos Wealth Management Inc. | 23 | $10.6K | 0.00% | −36−61.0% | Reduced |
| Red Tortoise LLC | 23 | $10.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 24 | $11.0K | 0.00% | −404−94.4% | Reduced |
| Hollencrest Capital Management | 25 | $11.5K | 0.00% | +25 | New |
| Atticus Wealth Management, LLC | 25 | $11.5K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $11.9K | 0.01% | −9−25.7% | Reduced |
| Acima Private Wealth, LLC | 29 | $13.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $13.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $14.2K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 32 | $14.7K | 0.01% | +32 | New |
| Hibernia Wealth Partners, LLC | 32 | $14.7K | 0.01% | +32 | New |
| TSFG, LLC | 32 | $15.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 33 | $15.1K | 0.00% | 00.0% | Unchanged |
| RVW Wealth, LLC | 36 | $16.5K | 0.00% | +36 | New |
| Cornerstone Planning Group LLC | 38 | $17.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 42 | $19.3K | 0.00% | −1−2.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 42 | $19.3K | 0.01% | +42 | New |
| Magellan Asset Management Ltd | 45 | $20.7K | 0.00% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 46 | $21.1K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 47 | $21.5K | 0.01% | −4−7.8% | Reduced |
| Altshuler Shaham Ltd | 49 | $22.5K | 0.00% | −15−23.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 50 | $22.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 50 | $23.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 51 | $23.0K | 0.00% | +2+4.1% | Added |
| Stonebridge Capital Advisors LLC | 52 | $23.9K | 0.00% | −9−14.8% | Reduced |
| Ofi Invest Asset Management | 60 | $26.0K | 0.00% | +60 | New |
| Core Alternative Capital | 57 | $26.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 58 | $26.6K | 0.00% | +58 | New |
| Flaharty Asset Management, LLC | 58 | $26.6K | 0.00% | +58 | New |
| Creative Financial Designs Inc | 62 | $28.5K | 0.00% | +29+87.9% | Added |
| FinTrust Capital Advisors, LLC | 62 | $28.5K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 63 | $28.9K | 0.02% | +63 | New |
| Lowe Wealth Advisors, LLC | 65 | $29.8K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 65 | $29.8K | 0.02% | +65 | New |
| LGT Financial Advisors LLC | 67 | $30.8K | 0.04% | +67 | New |
| Cherry Tree Wealth Management, LLC | 68 | $31.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 69 | $31.7K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 74 | $34.0K | 0.02% | +9+13.8% | Added |