| Bartlett & Co. LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $1.49K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $2.00K | 0.00% | +1+100.0% | Added |
| Ellevest, Inc. | 2 | $3.00K | 0.00% | −32−94.1% | Reduced |
| Clearstead Advisors, LLC | 2 | $3.00K | 0.00% | −6−75.0% | Reduced |
| Assetmark, Inc | 2 | $3.00K | 0.00% | −4−66.7% | Reduced |
| North Star Investment Management Corp. | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 2 | $3.00K | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $3.05K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $4.00K | 0.00% | +1+50.0% | Added |
| Arkadios Wealth Advisors | 4 | $5.00K | 0.00% | +1+33.3% | Added |
| Eagle Bay Advisors LLC | 3 | $5.00K | 0.00% | +3 | New |
| Semmax Financial Advisors Inc. | 4 | $6.00K | 0.00% | −86−95.6% | Reduced |
| Baystate Wealth Management LLC | 4 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 4 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4 | $6.00K | 0.00% | +4 | New |
| Column Capital Advisors, LLC | 5 | $7.00K | 0.00% | −1−16.7% | Reduced |
| Washington Trust Co | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5 | $7.00K | 0.00% | +4+400.0% | Added |
| Sugarloaf Wealth Management, LLC | 5 | $7.00K | 0.00% | +5 | New |
| Jacobi Capital Management LLC | 5 | $7.00K | 0.00% | +5 | New |
| Sandy Spring Bank | 6 | $8.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $9.00K | 0.00% | 00.0% | Unchanged |
| Motco | 6 | $9.00K | 0.00% | +6 | New |
| Paloma Partners Management Co | 7 | $10.0K | 0.00% | −2,090−99.7% | Reduced |
| Larson Financial Group LLC | 7 | $10.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7 | $10.0K | 0.00% | +2+40.0% | Added |
| Strategic Blueprint, LLC | 7 | $10.0K | 0.00% | +7 | New |
| Focused Wealth Management, Inc | 8 | $12.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 8 | $12.0K | 0.00% | +1+14.3% | Added |
| Loomis Sayles & Co L P | 9 | $13.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 9 | $13.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 9 | $14.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 10 | $15.0K | 0.00% | −25−71.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 10 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 10 | $15.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 11 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 11 | $16.0K | 0.02% | 00.0% | Unchanged |
| Savior LLC | 11 | $16.0K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 12 | $18.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 12 | $18.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 12 | $18.0K | 0.00% | +5+71.4% | Added |
| West Branch Capital LLC | 12 | $18.0K | 0.01% | +12 | New |
| First Horizon Corp | 13 | $19.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 13 | $19.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 14 | $21.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 14 | $21.0K | 0.00% | +14 | New |
| CVA Family Office, LLC | 15 | $22.0K | 0.01% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 15 | $22.0K | 0.00% | +5+50.0% | Added |
| South State Corp. | 17 | $25.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 17 | $25.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $25.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 19 | $28.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 19 | $28.4K | 0.00% | +19 | New |
| Sutton Wealth Advisors Inc. | 20 | $29.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $30.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 20 | $30.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 22 | $33.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 22 | $33.0K | 0.00% | +6+37.5% | Added |
| WealthShield Partners, LLC | 23 | $34.0K | 0.01% | +17+283.3% | Added |
| Vigilant Capital Management, LLC | 23 | $34.0K | 0.00% | +23 | New |
| Parkside Financial Bank & Trust | 24 | $36.0K | 0.01% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 24 | $36.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 24 | $37.0K | 0.00% | −14−36.8% | Reduced |
| Salem Investment Counselors Inc | 25 | $37.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 26 | $39.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 27 | $40.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 27 | $40.0K | 0.00% | +27 | New |
| Cranbrook Wealth Management, LLC | 28 | $42.0K | 0.01% | −1−3.4% | Reduced |
| Wealth Quarterback LLC | 28 | $42.0K | 0.03% | +28 | New |
| Gemmer Asset Management LLC | 30 | $45.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 30 | $45.0K | 0.03% | +30 | New |
| NEXT Financial Group, Inc | 31 | $46.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 31 | $46.0K | 0.00% | +5+19.2% | Added |
| West Paces Advisors Inc. | 31 | $46.3K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 35 | $52.0K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 34 | $55.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 38 | $57.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 40 | $60.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 38 | $62.0K | 0.03% | −1−2.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 42 | $63.0K | 0.00% | −27−39.1% | Reduced |
| Leonteq Securities AG | 43 | $64.2K | 0.00% | +43 | New |
| Anfield Capital Management, LLC | 45 | $67.0K | 0.03% | +45 | New |
| Carroll Financial Associates, Inc. | 46 | $68.0K | 0.00% | +1+2.2% | Added |
| Freedman Financial Associates, Inc. | 49 | $73.0K | 0.06% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 49 | $73.0K | 0.03% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 50 | $75.0K | 0.06% | 00.0% | Unchanged |