| Lazard Asset Management LLC | 8 | $0 | 0.00% | −10−55.6% | Reduced |
| TSFG, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 5 | $0 | 0.00% | +5 | New |
| Delos Wealth Advisors, LLC | 2 | $188 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $188 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3 | $235 | 0.00% | +3 | New |
| Old Second National Bank of Aurora | 4 | $375 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $469 | 0.00% | +5 | New |
| Focused Wealth Management, Inc | 5 | $498 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $656 | 0.00% | +7 | New |
| Trifecta Capital Advisors, LLC | 8 | $750 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 8 | $750 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Atlas Capital Advisors LLC | 11 | $1.03K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 11 | $1.03K | 0.00% | +11 | New |
| Boyd Watterson Asset Management LLC | 12 | $1.13K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.50K | 0.00% | +2+14.3% | Added |
| Proffitt & Goodson Inc | 17 | $1.59K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 18 | $1.69K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.69K | 0.00% | +18 | New |
| Transamerica Financial Advisors, Inc. | 13 | $2.00K | 0.00% | −684−98.1% | Reduced |
| Hall Laurie J Trustee | 20 | $2.00K | 0.00% | −21−51.2% | Reduced |
| Valley National Advisers Inc | 13 | $2.00K | 0.00% | −12−48.0% | Reduced |
| Harvest Fund Management Co., Ltd | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 22 | $2.06K | 0.00% | −126−85.1% | Reduced |
| Baystate Wealth Management LLC | 22 | $2.11K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $2.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 27 | $2.53K | 0.00% | +27 | New |
| Horan Securities, Inc. | 30 | $2.81K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 35 | $3.24K | 0.00% | +1+2.9% | Added |
| Manchester Capital Management LLC | 36 | $3.37K | 0.00% | +26+260.0% | Added |
| Bell Investment Advisors, Inc | 39 | $3.65K | 0.00% | −8−17.0% | Reduced |
| Abound Wealth Management | 40 | $3.76K | 0.00% | +8+25.0% | Added |
| Tradition Wealth Management, LLC | 39 | $4.00K | 0.00% | +1+2.6% | Added |
| Mascoma Wealth Management LLC | 43 | $4.16K | 0.00% | −880−95.3% | Reduced |
| Jones Financial Companies LLLP | 47 | $4.40K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $4.59K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 50 | $4.69K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 50 | $4.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $4.78K | 0.00% | −18−26.1% | Reduced |
| Creative Financial Designs Inc | 52 | $4.87K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 52 | $4.87K | 0.00% | +52 | New |
| Resources Management Corp | 50 | $5.00K | 0.00% | +20+66.7% | Added |
| Quent Capital, LLC | 54 | $5.07K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 56 | $5.25K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 60 | $5.62K | 0.00% | +60 | New |
| Oliver Lagore Vanvalin Investment Group | 60 | $5.62K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 64 | $6.00K | 0.00% | −55−46.2% | Reduced |
| Carolinas Wealth Consulting LLC | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 68 | $6.37K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 75 | $7.03K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 81 | $7.59K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 82 | $7.68K | 0.00% | +17+26.2% | Added |
| AllSquare Wealth Management LLC | 100 | $7.75K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 83 | $7.78K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 85 | $7.96K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 88 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 89 | $8.34K | 0.00% | −15−14.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 50 | $9.13K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $9.37K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 102 | $10.0K | 0.00% | −91−47.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 110 | $10.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 111 | $10.4K | 0.00% | +8+7.8% | Added |
| Disciplined Investments, LLC | 115 | $10.8K | 0.01% | −3−2.5% | Reduced |
| GW&K Investment Management, LLC | 117 | $11.0K | 0.00% | +117 | New |
| Safeguard Financial, LLC | 125 | $11.0K | 0.01% | +125 | New |
| Stonebridge Capital Advisors LLC | 125 | $11.7K | 0.00% | −19−13.2% | Reduced |
| Evermay Wealth Management LLC | 126 | $11.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 133 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 136 | $12.7K | 0.00% | +2+1.5% | Added |
| Cape Investment Advisory, Inc. | 140 | $13.1K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 142 | $13.3K | 0.00% | +1+0.7% | Added |
| Farther Finance Advisors, LLC | 146 | $13.7K | 0.00% | −10−6.4% | Reduced |
| Sofos Investments, Inc. | 886 | $13.9K | 0.06% | +27+3.1% | Added |
| Covestor Ltd | 151 | $14.0K | 0.01% | −3−1.9% | Reduced |
| Estabrook Capital Management | 150 | $14.1K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 152 | $14.2K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 154 | $14.4K | 0.01% | +154 | New |
| Riverview Trust Co | 158 | $14.8K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 165 | $15.5K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 167 | $15.7K | 0.01% | +17+11.3% | Added |
| Glassman Wealth Services | 177 | $16.6K | 0.00% | +27+18.0% | Added |
| Hexagon Capital Partners LLC | 186 | $17.4K | 0.00% | −7−3.6% | Reduced |
| New England Capital Financial Advisors LLC | 195 | $18.3K | 0.01% | +1+0.5% | Added |
| Key Financial Inc | 196 | $18.4K | 0.01% | +1+0.5% | Added |
| Lindbrook Capital, LLC | 197 | $18.5K | 0.00% | −182−48.0% | Reduced |
| Old Point Trust & Financial Services N A | 200 | $18.7K | 0.01% | +200 | New |
| CVA Family Office, LLC | 205 | $19.2K | 0.00% | +160+355.6% | Added |
| Tucker Asset Management LLC | 227 | $21.3K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 235 | $22.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 243 | $22.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 244 | $22.9K | 0.00% | −4−1.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 255 | $23.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 287 | $26.9K | 0.00% | −60−17.3% | Reduced |
| Salem Investment Counselors Inc | 300 | $28.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 306 | $28.7K | 0.00% | 00.0% | Unchanged |