| Householder Group Estate & Retirement Specialist, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $149 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 4 | $298 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 8 | $597 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $597 | 0.00% | +8 | New |
| True Wealth Design, LLC | 10 | $746 | 0.00% | +10 | New |
| Godsey & Gibb Associates | 11 | $820 | 0.00% | +11 | New |
| Baystate Wealth Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Bogart Wealth, LLC | 14 | $1.04K | 0.00% | +14 | New |
| Beacon Capital Management, LLC | 14 | $1.04K | 0.00% | +14 | New |
| Oliver Lagore Vanvalin Investment Group | 18 | $1.34K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 20 | $1.49K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 23 | $1.72K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 26 | $1.94K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 26 | $2.00K | 0.00% | −34−56.7% | Reduced |
| Trifecta Capital Advisors, LLC | 28 | $2.09K | 0.00% | +28 | New |
| AdvisorNet Financial, Inc | 30 | $2.24K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 30 | $2.24K | 0.00% | +30 | New |
| DT Investment Partners, LLC | 31 | $2.31K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 35 | $2.61K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 50 | $3.00K | 0.00% | +50 | New |
| Creative Financial Designs Inc | 45 | $3.36K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 45 | $3.36K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 45 | $3.38K | 0.00% | +45 | New |
| Register Financial Advisors LLC | 47 | $3.53K | 0.00% | +47 | New |
| Costello Asset Management, INC | 51 | $3.80K | 0.00% | −75−59.5% | Reduced |
| Centerpoint Advisors, LLC | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 55 | $4.10K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 55 | $4.10K | 0.00% | −6−9.8% | Reduced |
| First Command Bank | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 71 | $5.00K | 0.00% | +71 | New |
| Larson Financial Group LLC | 68 | $5.07K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 69 | $5.15K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 71 | $5.30K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 71 | $5.30K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 71 | $5.30K | 0.00% | +43+153.6% | Added |
| Hollencrest Capital Management | 77 | $5.74K | 0.00% | +77 | New |
| MinichMacGregor Wealth Management, LLC | 80 | $5.97K | 0.00% | +80 | New |
| Coston, McIsaac & Partners | 84 | $6.00K | 0.00% | +44+110.0% | Added |
| Hall Laurie J Trustee | 95 | $7.00K | 0.00% | −60−38.7% | Reduced |
| Red Tortoise LLC | 95 | $7.09K | 0.00% | +95 | New |
| Bell Investment Advisors, Inc | 104 | $7.76K | 0.00% | +90+642.9% | Added |
| Sofos Investments, Inc. | 75 | $8.12K | 0.09% | −1,131−93.8% | Reduced |
| BerganKDV Wealth Management, LLC | 115 | $8.58K | 0.00% | −67−36.8% | Reduced |
| FinTrust Capital Advisors, LLC | 118 | $8.80K | 0.00% | +81+218.9% | Added |
| ICA Group Wealth Management, LLC | 118 | $8.80K | 0.00% | +118 | New |
| Exchange Traded Concepts, LLC | 129 | $9.62K | 0.00% | −71−35.5% | Reduced |
| Optiver Holding B.V. | 128 | $10.0K | 0.00% | +128 | New |
| RFP Financial Group LLC | 135 | $10.1K | 0.00% | +135 | New |
| JFS Wealth Advisors, LLC | 138 | $10.3K | 0.00% | −45−24.6% | Reduced |
| Earnest Partners LLC | 117 | $11.8K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 178 | $13.3K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 178 | $13.3K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 185 | $13.8K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 192 | $14.3K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 200 | $15.0K | 0.01% | +200 | New |
| Pflug Koory, LLC | 215 | $16.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 217 | $16.0K | 0.00% | +44+25.4% | Added |
| Headlands Technologies LLC | 231 | $17.0K | 0.01% | +231 | New |
| Smithfield Trust Co | 247 | $18.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 231 | $18.0K | 0.00% | +103+80.5% | Added |
| EverSource Wealth Advisors, LLC | 242 | $18.1K | 0.00% | −2−0.8% | Reduced |
| Trustcore Financial Services, LLC | 245 | $18.3K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 250 | $18.6K | 0.00% | −62−19.9% | Reduced |
| Cary Street Partners Asset Management LLC | 259 | $19.3K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 260 | $19.4K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 267 | $19.9K | 0.01% | +267 | New |
| Westside Investment Management, Inc. | 276 | $20.0K | 0.00% | +1+0.4% | Added |
| Glen Eagle Advisors, LLC | 273 | $20.4K | 0.01% | −682−71.4% | Reduced |
| Resources Management Corp | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 286 | $22.3K | 0.01% | +286 | New |
| Toth Financial Advisory Corp | 302 | $22.5K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 351 | $23.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 309 | $23.1K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 340 | $25.4K | 0.00% | +300+750.0% | Added |
| TCI Wealth Advisors, Inc. | 344 | $25.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 358 | $26.7K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 360 | $26.9K | 0.00% | +325+928.6% | Added |
| Ogorek Anthony Joseph | 375 | $27.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 375 | $28.0K | 0.02% | −125−25.0% | Reduced |
| Gradient Investments LLC | 392 | $29.2K | 0.00% | −47−10.7% | Reduced |
| Romano Brothers and Company | 394 | $29.4K | 0.00% | +394 | New |
| Hexagon Capital Partners LLC | 397 | $29.6K | 0.01% | −56−12.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 400 | $29.8K | 0.00% | −375−48.4% | Reduced |
| McIlrath & Eck, LLC | 402 | $30.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 435 | $32.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 462 | $34.5K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 472 | $35.2K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 490 | $36.5K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 500 | $37.3K | 0.00% | −250−33.3% | Reduced |
| Anchor Investment Management, LLC | 500 | $37.3K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 500 | $37.3K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 500 | $37.3K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 500 | $37.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 500 | $37.3K | 0.01% | +500 | New |
| Pacifica Partners Inc. | 515 | $38.9K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 527 | $39.3K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 539 | $40.2K | 0.01% | 00.0% | Unchanged |