| Delos Wealth Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 3 | $973 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 3 | $1.00K | 0.00% | −9−75.0% | Reduced |
| Lee Financial Co | 3 | $1.00K | 0.00% | −4−57.1% | Reduced |
| Crewe Advisors LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 3 | $1.00K | 0.00% | +3 | New |
| HighMark Wealth Management LLC | 5 | $2.00K | 0.00% | −2−28.6% | Reduced |
| FourThought Financial, LLC | 8 | $2.00K | 0.00% | +6+300.0% | Added |
| Salem Investment Counselors Inc | 7 | $2.00K | 0.00% | +7 | New |
| Eagle Bay Advisors LLC | 4 | $2.00K | 0.00% | +4 | New |
| Berkshire Capital Holdings Inc | 10 | $3.00K | 0.00% | −90,200−100.0% | Reduced |
| First Manhattan Co | 10 | $3.00K | 0.00% | −122−92.4% | Reduced |
| HM Payson & Co | 8 | $3.00K | 0.00% | −25−75.8% | Reduced |
| Gemmer Asset Management LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 10 | $3.00K | 0.00% | +10 | New |
| BerganKDV Wealth Management, LLC | 14 | $4.00K | 0.00% | −50−78.1% | Reduced |
| AlphaMark Advisors, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 14 | $4.00K | 0.00% | +14 | New |
| Activest Wealth Management | 17 | $5.00K | 0.00% | −21−55.3% | Reduced |
| Larson Financial Group LLC | 15 | $5.00K | 0.00% | −13−46.4% | Reduced |
| Valley National Advisers Inc | 15 | $5.00K | 0.00% | +1+7.1% | Added |
| Gradient Investments LLC | 15 | $5.00K | 0.00% | +4+36.4% | Added |
| Huntington National Bank | 19 | $6.00K | 0.00% | −33−63.5% | Reduced |
| Old Second National Bank of Aurora | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 20 | $6.00K | 0.00% | +20 | New |
| Ci Investments Inc. | 20 | $6.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 21 | $6.70K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 26 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 26 | $8.00K | 0.00% | +1+4.0% | Added |
| Financial Enhancement Group LLC | 24 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ade, LLC | 24 | $8.00K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 31 | $9.00K | 0.00% | −702−95.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 29 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 30 | $10.0K | 0.01% | −10−25.0% | Reduced |
| Sargent Bickham Lagudis LLC | 31 | $10.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 30 | $10.0K | 0.00% | +5+20.0% | Added |
| Covington Capital Management | 35 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 36 | $11.0K | 0.00% | +1+2.9% | Added |
| Arlington Partners LLC | 33 | $11.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 37 | $12.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 39 | $12.0K | 0.01% | +39 | New |
| Advent Capital Management | 42 | $13.0K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 40 | $13.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 40 | $13.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 39 | $13.0K | 0.00% | +4+11.4% | Added |
| Bell Investment Advisors, Inc | 45 | $14.0K | 0.00% | +45 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $16.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $16.0K | 0.01% | +11+28.2% | Added |
| Tradewinds Capital Management, LLC | 50 | $16.0K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 50 | $16.0K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 49 | $16.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 49 | $16.0K | 0.00% | +30+157.9% | Added |
| TFC Financial Management | 54 | $17.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 54 | $17.0K | 0.01% | +54 | New |
| Newbridge Financial Services Group, Inc. | 56 | $18.0K | 0.01% | −16−22.2% | Reduced |
| Toth Financial Advisory Corp | 57 | $18.0K | 0.00% | +50+714.3% | Added |
| Hartford Financial Management Inc. | 60 | $19.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 60 | $19.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 64 | $20.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 73 | $23.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 73 | $23.3K | 0.01% | −22,394−99.7% | Reduced |
| Holloway Wealth Management, LLC | – | $24.0K | 0.01% | – | – |
| Sterling Investment Advisors, Ltd. | 75 | $24.0K | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 80 | $26.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 81 | $26.0K | 0.01% | +5+6.6% | Added |
| Adirondack Trust Co | 93 | $27.0K | 0.01% | −8−7.9% | Reduced |
| Capital Analysts, LLC | 85 | $27.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 85 | $27.0K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 86 | $28.0K | 0.01% | +86 | New |
| Bedel Financial Consulting, Inc. | 93 | $30.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $31.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 100 | $31.9K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 100 | $32.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 99 | $32.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 100 | $32.0K | 0.01% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 101 | $32.0K | 0.01% | +101 | New |
| Lumature Wealth Partners, LLC | 100 | $32.0K | 0.01% | +100 | New |
| Massmutual Trust Co FSB | 103 | $33.0K | 0.00% | −3−2.8% | Reduced |
| Liberty Wealth Management LLC | 107 | $33.0K | 0.01% | +48+81.4% | Added |
| NVWM, LLC | 107 | $34.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 114 | $36.0K | 0.01% | +90+375.0% | Added |
| Concord Wealth Partners | 133 | $42.0K | 0.02% | −217−62.0% | Reduced |
| Pacitti Group Inc. | 135 | $43.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 145 | $46.0K | 0.03% | −8−5.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 145 | $46.0K | 0.00% | +59+68.6% | Added |
| Evoke Wealth, LLC | 149 | $47.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 150 | $47.9K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 153 | $49.0K | 0.03% | −15−8.9% | Reduced |