| Hibernia Wealth Partners, LLC | 4 | $433 | 0.00% | +4 | New |
| Thompson Investment Management, Inc. | 10 | $1.08K | 0.00% | +10 | New |
| True Wealth Design, LLC | 11 | $1.19K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 14 | $1.52K | 0.00% | −95−87.2% | Reduced |
| JNBA Financial Advisors | 18 | $1.95K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 18 | $1.95K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 24 | $2.60K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 24 | $2.63K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 25 | $2.71K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 26 | $2.82K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 29 | $3.14K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 28 | $3.39K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 34 | $3.68K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 37 | $3.96K | 0.00% | +1+2.8% | Added |
| Caldwell Sutter Capital, Inc. | 37 | $4.01K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 39 | $4.28K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 40 | $4.33K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 40 | $4.33K | 0.00% | +40 | New |
| Washington Trust Advisors, Inc. | 42 | $4.55K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 43 | $4.66K | 0.00% | +43 | New |
| Archer Investment Corp | 44 | $4.77K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 54 | $5.00K | 0.00% | +18+50.0% | Added |
| RFP Financial Group LLC | 55 | $5.96K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 56 | $6.07K | 0.00% | +56 | New |
| Stone House Investment Management, LLC | 57 | $6.17K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 57 | $6.17K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 68 | $7.37K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 82 | $8.88K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 82 | $8.88K | 0.00% | +25+43.9% | Added |
| Farther Finance Advisors, LLC | 84 | $9.15K | 0.00% | +44+110.0% | Added |
| Exchange Traded Concepts, LLC | 90 | $9.75K | 0.00% | −14−13.5% | Reduced |
| Pin Oak Investment Advisors Inc | 89 | $10.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $10.0K | 0.00% | +100 | New |
| Silicon Valley Capital Partners | 110 | $12.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 115 | $12.5K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 115 | $12.5K | 0.00% | −131−53.3% | Reduced |
| Sandy Spring Bank | 119 | $12.9K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 134 | $14.5K | 0.01% | +134 | New |
| Concord Wealth Partners | 137 | $14.8K | 0.00% | +127+1,270.0% | Added |
| Ancora Advisors, LLC | 138 | $14.9K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 138 | $15.0K | 0.00% | −38−21.6% | Reduced |
| Wolff Wiese Magana LLC | 152 | $16.5K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 158 | $17.0K | 0.00% | −9−5.4% | Reduced |
| Gould Capital, LLC | 160 | $17.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 174 | $18.8K | 0.00% | +174 | New |
| Pinnacle Financial Partners Inc | 175 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 200 | $21.2K | 0.01% | −15−7.0% | Reduced |
| Washington Trust Co | 200 | $21.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $21.7K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 200 | $21.7K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 200 | $21.7K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $21.7K | 0.00% | +34+20.5% | Added |
| Tompkins Financial Corp | 200 | $21.7K | 0.00% | +200 | New |
| Salomon & Ludwin, LLC | 200 | $21.7K | 0.00% | +200 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 230 | $24.9K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 236 | $25.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 250 | $26.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 240 | $26.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 248 | $26.4K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 249 | $27.0K | 0.02% | +1+0.4% | Added |
| Johnson Midwest Financial, LLC | 259 | $28.1K | 0.06% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 261 | $28.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 283 | $30.7K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 285 | $30.8K | 0.02% | +2+0.7% | Added |
| HHM Wealth Advisors, LLC | 290 | $31.4K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 292 | $31.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 300 | $32.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 300 | $32.5K | 0.01% | +300 | New |
| Global Retirement Partners, LLC | 323 | $34.4K | 0.00% | −218−40.3% | Reduced |
| JFS Wealth Advisors, LLC | 324 | $35.1K | 0.00% | +229+241.1% | Added |
| Hazlett, Burt & Watson, Inc. | 340 | $36.0K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 337 | $36.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 340 | $36.8K | 0.01% | −48−12.4% | Reduced |
| EverSource Wealth Advisors, LLC | 369 | $40.0K | 0.00% | +202+121.0% | Added |
| Ronald Blue Trust, Inc. | 324 | $40.0K | 0.00% | +9+2.9% | Added |
| Parkside Financial Bank & Trust | 370 | $40.1K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 375 | $40.6K | 0.00% | +375 | New |
| Resources Management Corp | 400 | $43.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 400 | $43.0K | 0.03% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 397 | $43.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 400 | $43.3K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 400 | $43.3K | 0.01% | +400 | New |
| Provenance Wealth Advisors, LLC | 400 | $43.3K | 0.01% | +400 | New |
| MV Capital Management, Inc. | 450 | $48.7K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 457 | $49.5K | 0.02% | +19+4.3% | Added |
| Zions Bancorporation, N.A. | 461 | $49.9K | 0.00% | −5−1.1% | Reduced |
| Private Trust Co NA | 466 | $50.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 489 | $53.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 500 | $54.6K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 532 | $57.6K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 567 | $61.4K | 0.00% | −56−9.0% | Reduced |
| First Financial Corp | 570 | $61.7K | 0.04% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 600 | $65.0K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 611 | $66.2K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 614 | $66.5K | 0.00% | −50−7.5% | Reduced |
| Valley National Advisers Inc | 624 | $68.0K | 0.01% | −185−22.9% | Reduced |
| Grove Bank & Trust | 638 | $69.1K | 0.01% | −32−4.8% | Reduced |
| Bangor Savings Bank | 640 | $69.3K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 647 | $70.1K | 0.01% | −15−2.3% | Reduced |