| Perkins Coie Trust Co | 1 | $278 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 1 | $278 | 0.00% | +1 | New |
| Parallax Volatility Advisers, L.P. | 2 | $556 | 0.00% | +2 | New |
| PEAK6 LLC | 3 | $791 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $834 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3 | $834 | 0.00% | +2+200.0% | Added |
| Greenline Partners, LLC | 3 | $834 | 0.00% | +3 | New |
| GoalVest Advisory LLC | 3 | $834 | 0.00% | +3 | New |
| Laurel Wealth Advisors LLC | 3 | $835 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $835 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $835 | 0.00% | +3 | New |
| Picton Mahoney Asset Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $1.10K | 0.00% | −3−42.9% | Reduced |
| Capital A Wealth Management, LLC | 4 | $1.11K | 0.00% | −2−33.3% | Reduced |
| NVWM, LLC | 4 | $1.11K | 0.00% | +3+300.0% | Added |
| Plante Moran Financial Advisors, LLC | 4 | $1.11K | 0.00% | +4 | New |
| First Command Advisory Services, Inc. | 4 | $1.11K | 0.00% | +4 | New |
| Legacy Wealth Managment, LLC | 4 | $1.11K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $1.12K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 4 | $1.12K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 5 | $1.24K | 0.00% | +1+25.0% | Added |
| Bay Harbor Wealth Management, LLC | 5 | $1.39K | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $1.39K | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $1.42K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 6 | $1.67K | 0.00% | −9−60.0% | Reduced |
| WestEnd Advisors, LLC | 6 | $1.67K | 0.00% | +4+200.0% | Added |
| Dogwood Wealth Management LLC | 6 | $1.67K | 0.00% | +6 | New |
| Rossby Financial, LCC | 6 | $1.72K | 0.00% | +6 | New |
| Aspect Partners, LLC | 7 | $1.95K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 7 | $2.02K | 0.00% | +7 | New |
| Motco | 8 | $2.23K | 0.00% | +8 | New |
| Clark Wealth Partners | 9 | $2.50K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $2.50K | 0.00% | +3+50.0% | Added |
| CBIZ Investment Advisory Services, LLC | 9 | $2.50K | 0.00% | +9 | New |
| Ridgewood Investments LLC | 10 | $2.78K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 10 | $2.78K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 10 | $2.78K | 0.00% | +6+150.0% | Added |
| Quest 10 Wealth Builders, Inc. | 10 | $2.87K | 0.00% | −35−77.8% | Reduced |
| ROSS\JOHNSON & Associates LLC | 11 | $3.06K | 0.05% | +11 | New |
| Provenance Wealth Advisors, LLC | 12 | $3.34K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 13 | $3.62K | 0.00% | +10+333.3% | Added |
| TFC Financial Management | 13 | $3.62K | 0.00% | +1+8.3% | Added |
| Raffa Wealth Management, LLC | 14 | $3.89K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 14 | $3.89K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 15 | $4.17K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 16 | $4.45K | 0.00% | +16 | New |
| True Wealth Design, LLC | 16 | $4.45K | 0.00% | +8+100.0% | Added |
| North Star Investment Management Corp. | 16 | $4.46K | 0.00% | −7−30.4% | Reduced |
| American Capital Advisory, LLC | 17 | $4.73K | 0.00% | +1+6.3% | Added |
| Atlantic Trust, LLC | 17 | $4.73K | 0.00% | +17 | New |
| Beacon Capital Management, LLC | 17 | $4.73K | 0.00% | +13+325.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 18 | $5.00K | 0.00% | +6+50.0% | Added |
| Wealth Preservation Advisors, LLC | 18 | $5.01K | 0.00% | +18 | New |
| Trifecta Capital Advisors, LLC | 20 | $5.56K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 20 | $5.56K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $5.56K | 0.00% | +1+5.3% | Added |
| Retirement Wealth Solutions LLC | 21 | $5.74K | 0.00% | −3−12.5% | Reduced |
| Kings Path Partners LLC | 22 | $6.12K | 0.00% | −6,523−99.7% | Reduced |
| Salomon & Ludwin, LLC | 22 | $6.12K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 23 | $6.38K | 0.00% | +23 | New |
| Indiana Trust & Investment Management CO | 23 | $6.40K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 23 | $6.40K | 0.01% | +23 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 23 | $6.41K | 0.01% | −3−11.5% | Reduced |
| Redmont Wealth Advisors LLC | 25 | $6.95K | 0.01% | +25 | New |
| Hantz Financial Services, Inc. | 25 | $7.00K | 0.00% | +25 | New |
| SOA Wealth Advisors, LLC. | 6,353 | $7.22K | 0.00% | +6,350+211,666.7% | Added |
| Avion Wealth | 38 | $8.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 30 | $8.34K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 32 | $8.90K | 0.00% | −16−33.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 32 | $8.90K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 32 | $8.90K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 35 | $9.73K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 37 | $10.3K | 0.00% | +37 | New |
| Albion Financial Group | 38 | $10.6K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 38 | $10.7K | 0.00% | −22−36.7% | Reduced |
| Allianz SE | 39 | $10.8K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 40 | $11.1K | 0.01% | −1−2.4% | Reduced |
| Atticus Wealth Management, LLC | 40 | $11.1K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 41 | $11.4K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 42 | $11.7K | 0.00% | +13+44.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 43 | $12.0K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 43 | $12.0K | 0.01% | +43 | New |
| Rosenberg Matthew Hamilton | 44 | $12.2K | 0.00% | +16+57.1% | Added |
| Cherry Tree Wealth Management, LLC | 45 | $12.5K | 0.00% | +16+55.2% | Added |
| Garde Capital, Inc. | 45 | $12.5K | 0.00% | +45 | New |
| Dunhill Financial, LLC | 47 | $12.9K | 0.01% | −1−2.1% | Reduced |
| Pineridge Advisors LLC | 47 | $13.1K | 0.01% | −23−32.9% | Reduced |
| Park Square Financial Group, LLC | 47 | $13.1K | 0.01% | −14−23.0% | Reduced |
| Kozak & Associates, Inc. | 46 | $13.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 48 | $13.3K | 0.00% | +25+108.7% | Added |
| Carolinas Wealth Consulting LLC | 50 | $13.8K | 0.00% | +1+2.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 50 | $13.9K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 50 | $13.9K | 0.01% | +50 | New |
| Capital Analysts, LLC | 57 | $15.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 60 | $16.7K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 60 | $16.7K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 61 | $17.0K | 0.00% | +61 | New |
| eCIO, Inc. | 62 | $17.2K | 0.01% | +62 | New |
| Vermillion & White Wealth Management Group, LLC | 62 | $17.2K | 0.01% | +62 | New |
| Chelsea Counsel Co | 65 | $18.1K | 0.01% | 00.0% | Unchanged |