| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 0 | $42 | 0.00% | 0 | Unchanged |
| MV Capital Management, Inc. | 1 | $95 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $284 | 0.00% | −443−99.3% | Reduced |
| CoreCap Advisors, LLC | 3 | $284 | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 3 | $285 | 0.00% | −638−99.5% | Reduced |
| Hoey Investments, Inc | 4 | $379 | 0.00% | −496−99.2% | Reduced |
| Parkworth Wealth Management, Inc. | 4 | $379 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $379 | 0.00% | +4 | New |
| Riggs Asset Managment Co. Inc. | 5 | $475 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $488 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 6 | $568 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $569 | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 8 | $758 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8 | $758 | 0.00% | +8 | New |
| Cassady Schiller Wealth Management, LLC | 9 | $853 | 0.00% | +9 | New |
| Global Financial Private Client, LLC | 9 | $853 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $947 | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 12 | $1.07K | 0.00% | +12 | New |
| Vermillion & White Wealth Management Group, LLC | 14 | $1.33K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 14 | $1.33K | 0.00% | +14 | New |
| Parkside Financial Bank & Trust | 14 | $1.33K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $1.42K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 16 | $1.52K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 21 | $1.99K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $2.37K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28 | $2.65K | 0.00% | +28 | New |
| Estabrook Capital Management | 30 | $2.84K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 30 | $2.84K | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 32 | $3.03K | 0.00% | −2−5.9% | Reduced |
| MAI Capital Management | 34 | $3.22K | 0.00% | +34 | New |
| Bay Harbor Wealth Management, LLC | 35 | $3.31K | 0.00% | +35 | New |
| Cape Investment Advisory, Inc. | 35 | $3.32K | 0.00% | +35 | New |
| WPG Advisers, LLC | 35 | $3.32K | 0.00% | +35 | New |
| Fortitude Family Office, LLC | 40 | $3.79K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 42 | $3.98K | 0.00% | +16+61.5% | Added |
| Briaud Financial Planning, Inc | 50 | $4.00K | 0.00% | +50 | New |
| Legacy Investment Solutions, LLC | 42 | $4.03K | 0.00% | −9−17.6% | Reduced |
| Legacy Wealth Managment, LLC | 42 | $4.03K | 0.00% | −9−17.6% | Reduced |
| GeoWealth Management, LLC | 43 | $4.07K | 0.00% | −2−4.4% | Reduced |
| Sachetta, LLC | 46 | $4.36K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 47 | $4.45K | 0.00% | +26+123.8% | Added |
| Assetmark, Inc | 48 | $4.55K | 0.00% | +28+140.0% | Added |
| TFC Financial Management | 49 | $4.64K | 0.00% | +49 | New |
| Geneos Wealth Management Inc. | 51 | $4.83K | 0.00% | +51 | New |
| Archer Investment Corp | 52 | $4.93K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 55 | $5.21K | 0.00% | +5+10.0% | Added |
| FLP Wealth Management, LLC | 59 | $5.59K | 0.01% | +59 | New |
| Coston, McIsaac & Partners | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 65 | $6.16K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 65 | $6.16K | 0.00% | +65 | New |
| Sierra Ocean, LLC | 65 | $6.16K | 0.01% | +65 | New |
| Private Wealth Management Group, LLC | 73 | $6.92K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 75 | $7.11K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 79 | $7.48K | 0.01% | +75+1,875.0% | Added |
| Sound Income Strategies, LLC | 83 | $7.86K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 85 | $8.05K | 0.00% | +85 | New |
| JFS Wealth Advisors, LLC | 98 | $9.28K | 0.00% | +6+6.5% | Added |
| Accent Capital Management, LLC | 100 | $9.47K | 0.01% | −127−55.9% | Reduced |
| Lee Danner & Bass Inc | 100 | $9.47K | 0.00% | +100 | New |
| Prestige Wealth Management Group LLC | 100 | $9.47K | 0.00% | +100 | New |
| Hemington Wealth Management | 115 | $10.0K | 0.00% | +38+49.4% | Added |
| Venturi Wealth Management, LLC | 116 | $11.0K | 0.00% | +38+48.7% | Added |
| Fourth Dimension Wealth, LLC | 120 | $11.4K | 0.01% | +120 | New |
| SOA Wealth Advisors, LLC. | 121 | $11.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 121 | $11.5K | 0.00% | +10+9.0% | Added |
| Millstone Evans Group, LLC | 121 | $11.5K | 0.01% | +121 | New |
| CIBC Private Wealth Group, LLC | 129 | $12.1K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 130 | $12.3K | 0.00% | +130 | New |
| Amundi | 133 | $12.5K | 0.00% | −13,627−99.0% | Reduced |
| Matrix Trust Co | 138 | $13.0K | 0.00% | +138 | New |
| Mather Group, LLC. | 149 | $14.1K | 0.00% | +75+101.4% | Added |
| ORG Partners LLC | 150 | $14.2K | 0.00% | +150 | New |
| Principal Securities, Inc. | 150 | $14.2K | 0.00% | +96+177.8% | Added |
| Central Trust Co | 154 | $14.6K | 0.00% | +154 | New |
| MCF Advisors LLC | 167 | $15.8K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 172 | $16.3K | 0.00% | +172 | New |
| Householder Group Estate & Retirement Specialist, LLC | 196 | $18.0K | 0.01% | +196 | New |
| Washington Trust Co | 191 | $18.1K | 0.00% | +191 | New |
| Toth Financial Advisory Corp | 200 | $18.9K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $18.9K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 200 | $18.9K | 0.00% | +200 | New |
| EverSource Wealth Advisors, LLC | 210 | $19.9K | 0.00% | −21−9.1% | Reduced |
| Bell Investment Advisors, Inc | 220 | $20.8K | 0.00% | −8−3.5% | Reduced |
| Transce3nd, LLC | 220 | $20.8K | 0.01% | +220 | New |
| Allworth Financial LP | 204 | $22.0K | 0.00% | +67+48.9% | Added |
| Contravisory Investment Management, Inc. | 247 | $23.4K | 0.01% | +247 | New |
| LGT Financial Advisors LLC | 266 | $25.2K | 0.06% | +266 | New |
| PFS Partners, LLC | 294 | $27.9K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 310 | $29.4K | 0.00% | +62+25.0% | Added |
| Massmutual Trust Co FSB | 317 | $30.0K | 0.00% | +179+129.7% | Added |
| Empirical Asset Management, LLC | 31,721 | $31.7K | 0.01% | +31,721 | New |
| Pinpoint Asset Management Ltd | 364 | $34.5K | 0.01% | −1,434−79.8% | Reduced |
| WR Wealth Planners, LLC | 400 | $37.9K | 0.01% | −49−10.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 400 | $37.9K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 400 | $37.9K | 0.00% | +400 | New |
| Lindbrook Capital, LLC | 411 | $38.9K | 0.00% | −6−1.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 415 | $39.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 427 | $40.5K | 0.02% | −30−6.6% | Reduced |