| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 2 | $335 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 81,987 | $399 | 0.00% | +81,987 | New |
| ClariVest Asset Management LLC | 2 | $407 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $576 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 3 | $616 | 0.00% | +1+50.0% | Added |
| True Wealth Design, LLC | 3 | $617 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4 | $720 | 0.00% | −56−93.3% | Reduced |
| Toth Financial Advisory Corp | 4 | $828 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $914 | 0.00% | +5 | New |
| Sandy Spring Bank | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 5 | $1.03K | 0.00% | +5 | New |
| Plante Moran Financial Advisors, LLC | 6 | $1.23K | 0.00% | +6 | New |
| North Star Investment Management Corp. | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8 | $1.64K | 0.00% | +8 | New |
| Arlington Trust Co LLC | 8 | $1.64K | 0.00% | +8 | New |
| O'Dell Group, LLC | 8 | $1.65K | 0.00% | +8 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 10 | $2.05K | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 10 | $2.07K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 12 | $2.46K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 12 | $2.46K | 0.00% | +1+9.1% | Added |
| Frank, Rimerman Advisors LLC | 12 | $2.46K | 0.00% | +12 | New |
| TFC Financial Management | 12 | $2.47K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 14 | $2.88K | 0.00% | −1,884−99.3% | Reduced |
| Raffa Wealth Management, LLC | 14 | $2.88K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 14 | $2.88K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 15 | $3.00K | 0.00% | +15 | New |
| Gradient Investments LLC | 15 | $3.08K | 0.00% | −3−16.7% | Reduced |
| Lee Financial Co | 15 | $3.08K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 16 | $3.29K | 0.00% | +16 | New |
| Macroview Investment Management LLC | 18 | $3.63K | 0.00% | −20−52.6% | Reduced |
| Hexagon Capital Partners LLC | 18 | $3.70K | 0.00% | +8+80.0% | Added |
| Valley National Advisers Inc | 22 | $4.00K | 0.00% | +6+37.5% | Added |
| Long Island Wealth Management, Inc. | 21 | $4.00K | 0.00% | +21 | New |
| Trifecta Capital Advisors, LLC | 20 | $4.11K | 0.00% | 00.0% | Unchanged |
| American National Bank | 21 | $4.31K | 0.00% | +21 | New |
| Private Wealth Management Group, LLC | 22 | $4.52K | 0.00% | +22 | New |
| Smartleaf Asset Management LLC | 23 | $4.68K | 0.00% | +23 | New |
| ICA Group Wealth Management, LLC | 24 | $4.93K | 0.00% | +24 | New |
| Abich Financial Wealth Management LLC | 25 | $5.08K | 0.00% | +25 | New |
| Atlantic Edge Private Wealth Management, LLC | 25 | $5.13K | 0.00% | +25 | New |
| Tucker Asset Management LLC | 28 | $5.75K | 0.00% | −21−42.9% | Reduced |
| Rosenberg Matthew Hamilton | 28 | $5.75K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 29 | $5.96K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $6.00K | 0.00% | +28 | New |
| J.Safra Asset Management Corp | 30 | $6.16K | 0.00% | +30 | New |
| Raleigh Capital Management Inc. | 30 | $6.16K | 0.00% | +30 | New |
| Harbor Investment Advisory, LLC | 32 | $6.57K | 0.00% | −4−11.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 32 | $6.57K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 34 | $6.98K | 0.00% | +34 | New |
| Cetera Trust Company, N.A | 41 | $8.42K | 0.01% | +41 | New |
| Westside Investment Management, Inc. | 43 | $8.83K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 43 | $8.83K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 45 | $9.24K | 0.01% | +45 | New |
| Atticus Wealth Management, LLC | 45 | $9.24K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 46 | $9.45K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 52 | $10.7K | 0.00% | +52 | New |
| Carolina Wealth Advisors, LLC | 57 | $11.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 58 | $11.9K | 0.00% | −2−3.3% | Reduced |
| Loomis Sayles & Co L P | 56 | $12.0K | 0.00% | +56 | New |
| Stephens Consulting, LLC | 60 | $12.3K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 63 | $12.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 63 | $13.0K | 0.00% | +3+5.0% | Added |
| Main Street Group, LTD | 66 | $13.6K | 0.00% | +66 | New |
| Abound Wealth Management | 66 | $13.6K | 0.01% | +33+100.0% | Added |
| Fortitude Family Office, LLC | 72 | $14.8K | 0.01% | +72 | New |
| JFS Wealth Advisors, LLC | 73 | $15.0K | 0.00% | +3+4.3% | Added |
| Dividend Assets Capital, LLC | 75 | $15.0K | 0.00% | −32−29.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 76 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 75 | $15.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 80 | $16.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 79 | $16.3K | 0.00% | −10−11.2% | Reduced |
| JJJ Advisors Inc. | 83 | $17.0K | 0.00% | −14−14.4% | Reduced |
| Sittner & Nelson, LLC | 85 | $17.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 90 | $18.5K | 0.01% | −3−3.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 90 | $18.5K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 92 | $18.9K | 0.00% | +92 | New |
| Bell Investment Advisors, Inc | 94 | $19.3K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 94 | $19.3K | 0.01% | +94 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 97 | $19.9K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $20.5K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 101 | $20.7K | 0.01% | +101 | New |
| Eagle Bay Advisors LLC | 102 | $21.0K | 0.01% | −17−14.3% | Reduced |
| West Paces Advisors Inc. | 103 | $21.2K | 0.01% | +3+3.0% | Added |
| Legacy Bridge, LLC | 110 | $22.6K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 115 | $23.6K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 119 | $24.4K | 0.00% | +119 | New |
| Tfo-TDC, LLC | 124 | $25.5K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 127 | $26.1K | 0.00% | −28−18.1% | Reduced |
| RFP Financial Group LLC | 160 | $26.3K | 0.01% | +25+18.5% | Added |
| Ofi Invest Asset Management | 142 | $26.4K | 0.00% | +142 | New |
| Washington Trust Co | 133 | $27.3K | 0.00% | +33+33.0% | Added |
| Trust Co | 136 | $27.9K | 0.00% | −76−35.8% | Reduced |
| Tradition Wealth Management, LLC | 138 | $28.0K | 0.00% | −20−12.7% | Reduced |
| CVA Family Office, LLC | 137 | $28.1K | 0.01% | +137 | New |
| Jamison Private Wealth Management, Inc. | 143 | $29.4K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 144 | $29.6K | 0.01% | +144 | New |
| West Tower Group, LLC | 145 | $29.8K | 0.06% | −117−44.7% | Reduced |