| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Briaud Financial Planning, Inc | 7 | $0 | 0.00% | +7 | New |
| Crewe Advisors LLC | 1 | $84 | 0.00% | +1 | New |
| Nemes Rush Group LLC | 2 | $168 | 0.00% | −50−96.2% | Reduced |
| True Wealth Design, LLC | 2 | $168 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $187 | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 2 | $189 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3 | $209 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 4 | $334 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5 | $448 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $586 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 8 | $669 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 11 | $919 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 11 | $925 | 0.00% | +11 | New |
| PrairieView Partners, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 14 | $1.00K | 0.00% | +6+75.0% | Added |
| TSFG, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 11 | $1.03K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 17 | $1.42K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.50K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 18 | $1.50K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $1.76K | 0.00% | +5+31.3% | Added |
| Baystate Wealth Management LLC | 22 | $1.90K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 27 | $2.26K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 29 | $2.42K | 0.00% | +7+31.8% | Added |
| Raffa Wealth Management, LLC | 32 | $2.67K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 32 | $2.67K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 33 | $2.76K | 0.00% | +25+312.5% | Added |
| Kelly Financial Services LLC | 35 | $2.91K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $2.93K | 0.00% | −4−10.3% | Reduced |
| Tradition Wealth Management, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 37 | $3.09K | 0.00% | +1+2.8% | Added |
| Abound Wealth Management | 40 | $3.36K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 43 | $3.57K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 47 | $3.93K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 53 | $4.00K | 0.00% | +40+307.7% | Added |
| Red Tortoise LLC | 49 | $4.09K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 50 | $4.18K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 50 | $4.18K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 52 | $4.35K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 54 | $4.52K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 57 | $4.76K | 0.00% | +57 | New |
| Steward Financial Group LLC | 63 | $5.00K | 0.00% | +63 | New |
| Robinswood Financial LLC | 60 | $5.01K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 60 | $5.01K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 64 | $5.35K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 68 | $5.68K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 75 | $6.27K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 76 | $6.35K | 0.00% | +25+49.0% | Added |
| Centennial Bank | 80 | $6.69K | 0.00% | +80 | New |
| Earnest Partners LLC | 81 | $6.77K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 82 | $6.85K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 83 | $6.94K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 85 | $7.10K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 89 | $7.44K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $8.36K | 0.00% | −1,250−92.6% | Reduced |
| AllSquare Wealth Management LLC | 100 | $8.36K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 103 | $8.61K | 0.00% | +103 | New |
| Dividend Assets Capital, LLC | 102 | $9.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 109 | $9.11K | 0.00% | −2−1.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 50 | $9.13K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 110 | $9.21K | 0.00% | +110 | New |
| GW&K Investment Management, LLC | 122 | $10.0K | 0.00% | +5+4.3% | Added |
| Concord Wealth Partners | 122 | $10.2K | 0.00% | +98+408.3% | Added |
| FinTrust Capital Advisors, LLC | 125 | $10.4K | 0.00% | +125 | New |
| Evermay Wealth Management LLC | 126 | $10.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 133 | $11.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 133 | $11.1K | 0.00% | −250−65.3% | Reduced |
| Macroview Investment Management LLC | 134 | $11.2K | 0.02% | +134 | New |
| Sunbelt Securities, Inc. | 137 | $11.4K | 0.00% | +1+0.7% | Added |
| Estabrook Capital Management | 140 | $11.7K | 0.00% | −10−6.7% | Reduced |
| Cape Investment Advisory, Inc. | 140 | $11.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 141 | $12.0K | 0.01% | −10−6.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 152 | $12.7K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 154 | $12.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 158 | $13.2K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 163 | $13.7K | 0.00% | +21+14.8% | Added |
| Harbor Investment Advisory, LLC | 165 | $13.8K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 165 | $13.8K | 0.00% | +40+32.0% | Added |
| RFP Financial Group LLC | 167 | $14.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 173 | $14.5K | 0.00% | −71−29.1% | Reduced |
| Glassman Wealth Services | 177 | $14.8K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 196 | $16.4K | 0.01% | +1+0.5% | Added |
| Key Financial Inc | 196 | $16.4K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $16.7K | 0.00% | −100−33.3% | Reduced |
| Peoples Bank | 200 | $16.7K | 0.01% | +200 | New |
| NBC Securities, Inc. | 212 | $17.0K | 0.00% | +212 | New |
| Lindbrook Capital, LLC | 209 | $17.5K | 0.00% | +12+6.1% | Added |
| Hexagon Capital Partners LLC | 210 | $17.6K | 0.00% | +24+12.9% | Added |
| Hallmark Capital Management Inc | 225 | $18.8K | 0.00% | −125−35.7% | Reduced |
| Tucker Asset Management LLC | 227 | $19.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 235 | $19.6K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 262 | $21.0K | 0.01% | +174+197.7% | Added |
| TD Waterhouse Canada Inc. | 235 | $21.9K | 0.00% | −218−48.1% | Reduced |
| JNBA Financial Advisors | 274 | $22.9K | 0.00% | +31+12.8% | Added |
| Headinvest, LLC | 300 | $24.2K | 0.01% | +300 | New |