| Hanson & Doremus Investment Management | 4 | $0 | 0.00% | +4 | New |
| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | 0 | New |
| Rosenberg Matthew Hamilton | 3 | $280 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5 | $466 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $559 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 7 | $653 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 8 | $746 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 8 | $746 | 0.00% | +8 | New |
| ORG Partners LLC | 9 | $838 | 0.00% | −75−89.3% | Reduced |
| Raleigh Capital Management Inc. | 10 | $932 | 0.00% | +10 | New |
| Bessemer Group Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11 | $1.02K | 0.00% | +11 | New |
| Jones Financial Companies LLLP | 12 | $1.12K | 0.00% | +3+33.3% | Added |
| Versant Capital Management, Inc | 12 | $1.12K | 0.00% | +8+200.0% | Added |
| Winthrop Capital Management, LLC | 12 | $1.12K | 0.00% | +12 | New |
| Ables, Iannone, Moore & Associates, Inc. | 14 | $1.30K | 0.00% | +14 | New |
| Smartleaf Asset Management LLC | 15 | $1.41K | 0.00% | +15 | New |
| Sandy Spring Bank | 18 | $1.68K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $1.77K | 0.00% | +8+72.7% | Added |
| Sachetta, LLC | 19 | $1.77K | 0.00% | +19 | New |
| Colonial Trust Advisors | 20 | $1.86K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 20 | $1.88K | 0.00% | +20 | New |
| Gradient Investments LLC | 21 | $1.96K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 21 | $1.96K | 0.00% | +21 | New |
| Glen Eagle Advisors, LLC | 23 | $2.11K | 0.00% | −45−66.2% | Reduced |
| Atlantic Trust, LLC | 23 | $2.14K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 27 | $2.52K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 31 | $2.89K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $3.00K | 0.00% | +5+21.7% | Added |
| Red Tortoise LLC | 38 | $3.54K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 45 | $4.00K | 0.00% | −33,849−99.9% | Reduced |
| Capital Advisors, Ltd. LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 46 | $4.00K | 0.00% | +46 | New |
| J.Safra Asset Management Corp | 43 | $4.01K | 0.00% | +43 | New |
| Voisard Asset Management Group, Inc. | 43 | $4.01K | 0.00% | +43 | New |
| Bruce G. Allen Investments, LLC | 45 | $4.19K | 0.00% | +45 | New |
| Central Trust Co | 49 | $4.57K | 0.00% | +49 | New |
| Aspect Partners, LLC | 50 | $4.66K | 0.00% | +50 | New |
| SJS Investment Consulting Inc. | 51 | $4.75K | 0.00% | −1−1.9% | Reduced |
| Umb Bank N A | 51 | $4.75K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 51 | $4.75K | 0.00% | +23+82.1% | Added |
| Newbridge Financial Services Group, Inc. | 52 | $4.85K | 0.00% | −308−85.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 57 | $5.31K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 64 | $5.96K | 0.01% | +64 | New |
| Bell Investment Advisors, Inc | 64 | $5.96K | 0.00% | −9−12.3% | Reduced |
| Tucker Asset Management LLC | 72 | $6.71K | 0.00% | +72 | New |
| Grove Bank & Trust | 92 | $8.57K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 95 | $8.85K | 0.00% | +95 | New |
| DiNuzzo Private Wealth, Inc. | 95 | $8.85K | 0.00% | +95 | New |
| AlphaMark Advisors, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 97 | $9.00K | 0.00% | +97 | New |
| Fortitude Family Office, LLC | 97 | $9.04K | 0.01% | +97 | New |
| Coppell Advisory Solutions LLC | 100 | $9.32K | 0.00% | −114−53.3% | Reduced |
| Focused Wealth Management, Inc | 100 | $9.32K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 100 | $9.32K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 100 | $9.32K | 0.01% | +100 | New |
| TD Capital Management LLC | 104 | $9.69K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $10.3K | 0.00% | +110 | New |
| Massmutual Trust Co FSB | 111 | $10.3K | 0.00% | +3+2.8% | Added |
| Kapitalo Investimentos Ltda | 112 | $10.4K | 0.00% | −1,054−90.4% | Reduced |
| Archer Investment Corp | 112 | $10.4K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 125 | $11.6K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 125 | $11.6K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 128 | $11.9K | 0.00% | +128 | New |
| Old Point Trust & Financial Services N A | 132 | $12.3K | 0.00% | +132 | New |
| Cutler Group LP | 140 | $13.0K | 0.00% | −560−80.0% | Reduced |
| EdgeRock Capital LLC | 129 | $13.3K | 0.01% | +129 | New |
| Tennessee Valley Asset Management Partners | 148 | $13.8K | 0.00% | +148 | New |
| Zions Bancorporation, N.A. | 161 | $15.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 165 | $15.4K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 180 | $16.0K | 0.01% | +1+0.6% | Added |
| First Horizon Advisors, Inc. | 178 | $16.6K | 0.00% | −67−27.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 182 | $17.0K | 0.00% | +182 | New |
| Goodman Advisory Group, LLC | 184 | $17.1K | 0.01% | +184 | New |
| JFS Wealth Advisors, LLC | 190 | $17.7K | 0.00% | +28+17.3% | Added |
| Emfo, LLC | 205 | $19.1K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 215 | $20.3K | 0.00% | −185−46.3% | Reduced |
| Glassman Wealth Services | 225 | $21.0K | 0.00% | +1+0.4% | Added |
| Harbour Investments, Inc. | 225 | $21.0K | 0.00% | +46+25.7% | Added |
| Covestor Ltd | 227 | $21.0K | 0.01% | −51−18.3% | Reduced |
| BFSG, LLC | 230 | $21.4K | 0.00% | +230 | New |
| Roble, Belko & Company, Inc | 252 | $23.0K | 0.00% | +252 | New |
| Plato Investment Management Ltd | 248 | $23.1K | 0.03% | +248 | New |
| Salomon & Ludwin, LLC | 263 | $23.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 260 | $24.2K | 0.00% | +5+2.0% | Added |
| Institutional & Family Asset Management, LLC | 275 | $25.6K | 0.00% | −5−1.8% | Reduced |
| Rakuten Investment Management, Inc. | 285 | $26.9K | 0.00% | +285 | New |
| Jamison Private Wealth Management, Inc. | 298 | $27.8K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $28.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 300 | $28.0K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 300 | $28.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 301 | $28.1K | 0.00% | −3,431−91.9% | Reduced |
| Silicon Valley Capital Partners | 307 | $28.6K | 0.00% | +1+0.3% | Added |
| Ancora Advisors, LLC | 310 | $28.9K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 330 | $30.8K | 0.01% | +330 | New |
| DSM Capital Partners LLC | 334 | $31.1K | 0.00% | +334 | New |
| Ronald Blue Trust, Inc. | 367 | $33.0K | 0.00% | +221+151.4% | Added |
| True Wealth Design, LLC | 355 | $33.1K | 0.01% | +355 | New |
| CVA Family Office, LLC | 364 | $33.9K | 0.01% | +364 | New |
| Allworth Financial LP | 364 | $33.9K | 0.00% | −137−27.3% | Reduced |