| Steward Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| Evermay Wealth Management LLC | 1 | $74 | 0.00% | +1 | New |
| Financial Avengers, Inc. | 1 | $74 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $74 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 74 | $104 | 0.00% | +74 | New |
| Disciplined Investments, LLC | 2 | $147 | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 2 | $147 | 0.00% | +2 | New |
| Accel Wealth Management | 4 | $294 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 5 | $368 | 0.00% | +5 | New |
| Baker Avenue Asset Management, LP | 6 | $441 | 0.00% | +6 | New |
| JFS Wealth Advisors, LLC | 7 | $514 | 0.00% | −102−93.6% | Reduced |
| Fifth Third Bancorp | 8 | $588 | 0.00% | −2−20.0% | Reduced |
| JJJ Advisors Inc. | 9 | $623 | 0.00% | +7+350.0% | Added |
| CVA Family Office, LLC | 10 | $735 | 0.00% | −100−90.9% | Reduced |
| Zions Bancorporation, N.A. | 10 | $735 | 0.00% | −66−86.8% | Reduced |
| American National Bank | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 10 | $1.00K | 0.00% | +10 | New |
| Retirement Group, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Versant Capital Management, Inc | 15 | $1.10K | 0.00% | −5−25.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 15 | $1.10K | 0.00% | −1−6.3% | Reduced |
| Bogart Wealth, LLC | 15 | $1.10K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 20 | $1.47K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 22 | $1.63K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 23 | $1.69K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 23 | $1.69K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 24 | $1.76K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 20 | $1.78K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 31 | $2.00K | 0.00% | +19+158.3% | Added |
| Center for Financial Planning, Inc. | 29 | $2.13K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 29 | $3.00K | 0.00% | −40−58.0% | Reduced |
| Rocky Mountain Advisers, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 43 | $3.16K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 49 | $3.60K | 0.00% | −9−15.5% | Reduced |
| Clearstead Advisors, LLC | 49 | $3.60K | 0.00% | +35+250.0% | Added |
| Tradewinds Capital Management, LLC | 50 | $3.67K | 0.00% | +15+42.9% | Added |
| Ameliora Wealth Management Ltd. | 52 | $3.82K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 67 | $4.00K | 0.00% | +67 | New |
| SRS Capital Advisors, Inc. | 55 | $4.04K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 57 | $4.19K | 0.00% | +57 | New |
| Parallax Volatility Advisers, L.P. | 60 | $4.41K | 0.00% | −460,926−100.0% | Reduced |
| McIlrath & Eck, LLC | 60 | $4.41K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 61 | $4.48K | 0.00% | +61 | New |
| Hantz Financial Services, Inc. | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 70 | $5.14K | 0.00% | +20+40.0% | Added |
| Piershale Financial Group, Inc. | 80 | $5.88K | 0.00% | +80 | New |
| Simplify Asset Management Inc. | 83 | $6.10K | 0.00% | +83 | New |
| Cornerstone Planning Group LLC | 92 | $6.20K | 0.00% | +92 | New |
| BerganKDV Wealth Management, LLC | 86 | $6.32K | 0.00% | +7+8.9% | Added |
| TCI Wealth Advisors, Inc. | 87 | $6.39K | 0.00% | +10+13.0% | Added |
| Earnest Partners LLC | 87 | $6.39K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 90 | $6.62K | 0.00% | +90 | New |
| Simplex Trading, LLC | 100 | $7.00K | 0.00% | −61,613−99.8% | Reduced |
| Ogorek Anthony Joseph | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 94 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 97 | $7.13K | 0.00% | −16−14.2% | Reduced |
| Colonial Trust Advisors | 97 | $7.13K | 0.00% | +97 | New |
| Wolff Wiese Magana LLC | 100 | $7.35K | 0.01% | −10−9.1% | Reduced |
| Huntington National Bank | 100 | $7.35K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $7.35K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 100 | $7.35K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 100 | $7.35K | 0.00% | +100 | New |
| Financial Freedom, LLC | 100 | $7.35K | 0.00% | +100 | New |
| Harbour Investments, Inc. | 106 | $7.79K | 0.00% | +44+71.0% | Added |
| FinTrust Capital Advisors, LLC | 109 | $8.01K | 0.00% | +94+626.7% | Added |
| Sutton Wealth Advisors Inc. | 114 | $8.38K | 0.00% | +34+42.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 115 | $8.45K | 0.00% | +55+91.7% | Added |
| TD Capital Management LLC | 120 | $8.82K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 125 | $9.19K | 0.00% | −85−40.5% | Reduced |
| Exos TFP Holdings LLC | 130 | $9.55K | 0.00% | −1,285−90.8% | Reduced |
| Riverview Trust Co | 139 | $10.0K | 0.01% | +139 | New |
| Roble, Belko & Company, Inc | 130 | $10.0K | 0.00% | +130 | New |
| Stonebridge Capital Advisors LLC | 145 | $10.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 151 | $11.0K | 0.01% | −7−4.4% | Reduced |
| Sandy Spring Bank | 154 | $11.3K | 0.00% | −60−28.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 155 | $11.4K | 0.00% | +155 | New |
| Farther Finance Advisors, LLC | 155 | $11.4K | 0.00% | +155 | New |
| Riggs Asset Managment Co. Inc. | 158 | $11.6K | 0.00% | −20,221−99.2% | Reduced |
| Spire Wealth Management | 172 | $13.0K | 0.00% | −185−51.8% | Reduced |
| SJS Investment Consulting Inc. | 179 | $13.2K | 0.00% | −3−1.6% | Reduced |
| Lindbrook Capital, LLC | 183 | $13.5K | 0.00% | −8−4.2% | Reduced |
| ICA Group Wealth Management, LLC | 190 | $14.0K | 0.00% | +190 | New |
| Massmutual Trust Co FSB | 197 | $14.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $14.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 193 | $14.2K | 0.00% | −500−72.2% | Reduced |
| Credit Agricole S A | 200 | $14.7K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 207 | $15.0K | 0.00% | −29−12.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 216 | $15.9K | 0.00% | −7−3.1% | Reduced |
| Allworth Financial LP | 218 | $16.0K | 0.00% | −339−60.9% | Reduced |
| Catalyst Capital Advisors LLC | 228 | $16.8K | 0.00% | −4−1.7% | Reduced |
| Heritage Wealth Management, LLC | 234 | $17.2K | 0.00% | +117+100.0% | Added |
| Ellevest, Inc. | 270 | $19.8K | 0.00% | −300−52.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 271 | $19.9K | 0.00% | +261+2,610.0% | Added |
| Trifecta Capital Advisors, LLC | 290 | $21.3K | 0.01% | +290 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 300 | $22.1K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 314 | $23.0K | 0.01% | +94+42.7% | Added |
| Quadrant Capital Group LLC | 338 | $24.8K | 0.00% | −251−42.6% | Reduced |
