| TFC Financial Management | 1 | $489 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $489 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $489 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $489 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $489 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $489 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $512 | 0.00% | +1 | New |
| Transce3nd, LLC | 2 | $977 | 0.00% | −51−96.2% | Reduced |
| Bogart Wealth, LLC | 2 | $977 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 2 | $977 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 2 | $978 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2 | $978 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 3 | $1.35K | 0.00% | +1+50.0% | Added |
| Financial Management Professionals, Inc. | 3 | $1.47K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $1.47K | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 3 | $1.47K | 0.00% | +2+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $1.47K | 0.00% | +2+200.0% | Added |
| Tortoise Investment Management, LLC | 3 | $1.47K | 0.00% | +3 | New |
| Kilter Group LLC | 3 | $1.47K | 0.00% | +3 | New |
| ORG Partners LLC | 4 | $1.91K | 0.00% | +2+100.0% | Added |
| Rossby Financial, LCC | 4 | $1.95K | 0.00% | −1−20.0% | Reduced |
| Bruce G. Allen Investments, LLC | 4 | $1.95K | 0.00% | −1−20.0% | Reduced |
| Longfellow Investment Management Co LLC | 4 | $1.95K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 4 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $1.96K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $1.96K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $1.96K | 0.00% | +2+100.0% | Added |
| Valued Wealth Advisors LLC | 4 | $1.97K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $2.04K | 0.00% | +2+100.0% | Added |
| SJS Investment Consulting Inc. | 5 | $2.44K | 0.00% | −4−44.4% | Reduced |
| Kiker Wealth Management, LLC | 6 | $2.93K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 6 | $2.93K | 0.00% | +6 | New |
| Arlington Trust Co LLC | 6 | $2.93K | 0.00% | +6 | New |
| Legacy Wealth Managment, LLC | 6 | $2.93K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 6 | $2.93K | 0.00% | +6 | New |
| Valley National Advisers Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7 | $3.42K | 0.00% | −93−93.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 7 | $3.42K | 0.00% | +4+133.3% | Added |
| Rothschild Investment LLC | 8 | $3.91K | 0.00% | +5+166.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 8 | $3.91K | 0.00% | +8 | New |
| NewSquare Capital LLC | 9 | $4.40K | 0.00% | +4+80.0% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $4.89K | 0.00% | −1−9.1% | Reduced |
| Webster Bank, N. A. | 10 | $4.89K | 0.00% | +10 | New |
| Bayforest Capital Ltd | 10 | $4.89K | 0.00% | +10 | New |
| Bare Financial Services, Inc | 11 | $5.37K | 0.00% | +8+266.7% | Added |
| Colonial Trust Co | 12 | $5.86K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 13 | $6.35K | 0.00% | +13 | New |
| Atlantic Trust, LLC | 14 | $6.84K | 0.00% | +14 | New |
| Avion Wealth | 16 | $7.00K | 0.00% | +8+100.0% | Added |
| Ameritas Advisory Services, LLC | 15 | $7.33K | 0.00% | +15 | New |
| FWL Investment Management, LLC | 16 | $7.82K | 0.00% | +16 | New |
| Dogwood Wealth Management LLC | 17 | $8.18K | 0.00% | +17 | New |
| Rakuten Securities, Inc. | 17 | $8.30K | 0.00% | +6+54.5% | Added |
| Raffa Wealth Management, LLC | 18 | $8.79K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 18 | $8.79K | 0.00% | +12+200.0% | Added |
| Aspect Partners, LLC | 19 | $9.28K | 0.00% | +19 | New |
| IAG Wealth Partners, LLC | 20 | $9.77K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 20 | $9.77K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 21 | $10.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 22 | $10.7K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 22 | $10.8K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 24 | $11.7K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 26 | $12.4K | 0.01% | −6−18.8% | Reduced |
| Private Trust Co NA | 28 | $13.7K | 0.00% | −111−79.9% | Reduced |
| Stone House Investment Management, LLC | 30 | $14.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $15.1K | 0.00% | +4+14.8% | Added |
| MV Capital Management, Inc. | 34 | $16.6K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 37 | $18.1K | 0.02% | +31+516.7% | Added |
| Larson Financial Group LLC | 39 | $19.1K | 0.00% | +17+77.3% | Added |
| Park Square Financial Group, LLC | 40 | $19.5K | 0.01% | −185−82.2% | Reduced |
| Geneos Wealth Management Inc. | 42 | $20.5K | 0.00% | +2+5.0% | Added |
| Optiver Holding B.V. | 42 | $20.5K | 0.00% | +42 | New |
| Bullock Wealth Management Group | 45 | $21.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $22.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 45 | $22.0K | 0.00% | +34+309.1% | Added |
| Graney & King, LLC | 50 | $24.4K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 52 | $25.4K | 0.00% | +1+2.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 53 | $26.6K | 0.01% | +53 | New |
| Leonteq Securities AG | 55 | $26.9K | 0.00% | −31−36.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 58 | $28.4K | 0.00% | +34+141.7% | Added |
| GWM Advisors LLC | 59 | $28.9K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 60 | $29.0K | 0.00% | +60 | New |
| UMA Financial Services, Inc. | 60 | $29.3K | 0.00% | −3−4.8% | Reduced |
| TD Private Client Wealth LLC | 63 | $30.8K | 0.00% | −32−33.7% | Reduced |
| Brown Brothers Harriman & Co | 67 | $32.7K | 0.00% | +33+97.1% | Added |
| Contravisory Investment Management, Inc. | 68 | $33.2K | 0.01% | −7−9.3% | Reduced |
| Rise Advisors, LLC | 73 | $35.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 73 | $36.0K | 0.02% | −4−5.2% | Reduced |
| Trust Co of Vermont | 80 | $39.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 86 | $42.0K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 86 | $42.0K | 0.02% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 100 | $48.9K | 0.05% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 100 | $48.9K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $48.9K | 0.00% | +35+53.8% | Added |
| West Oak Capital, LLC | 100 | $48.9K | 0.02% | +100 | New |
| GPS Wealth Strategies Group, LLC | 110 | $53.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 110 | $53.7K | 0.00% | +67+155.8% | Added |
| Kennebec Savings Bank | 112 | $54.7K | 0.05% | 00.0% | Unchanged |