| Retirement Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Strategic Asset Management, LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 5 | $647 | 0.00% | – | – |
| Global Financial Private Client, LLC | 6 | $777 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | +7 | New |
| Schubert & Co | 11 | $1.00K | 0.00% | +11 | New |
| Thompson Siegel & Walmsley LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 21 | $2.00K | 0.00% | +21 | New |
| Addison Advisors LLC | 21 | $3.00K | 0.00% | +21 | New |
| Kelly Financial Services LLC | 24 | $3.11K | 0.00% | −23−48.9% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 24 | $3.11K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 30 | $4.00K | 0.00% | +30 | New |
| Sierra Capital LLC | 30 | $4.00K | 0.00% | +30 | New |
| KB Financial Partners, LLC | 31 | $4.00K | 0.00% | +31 | New |
| Steward Financial Group LLC | 34 | $4.00K | 0.00% | +34 | New |
| IMA Wealth, Inc. | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 39 | $5.00K | 0.00% | +39 | New |
| Core Alternative Capital | 38 | $5.00K | 0.00% | +38 | New |
| Atlas Capital Advisors LLC | 45 | $5.83K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49 | $6.00K | 0.00% | −7−12.5% | Reduced |
| Wolff Wiese Magana LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 51 | $7.00K | 0.00% | +51 | New |
| First Command Financial Services, Inc. | 56 | $7.00K | 0.00% | +56 | New |
| Webster Bank, N. A. | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 60 | $8.00K | 0.01% | +60 | New |
| Financial Perspectives, Inc | 67 | $8.70K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 69 | $9.00K | 0.00% | −486−87.6% | Reduced |
| Carolinas Wealth Consulting LLC | 68 | $9.00K | 0.00% | −393−85.2% | Reduced |
| Capital Analysts, LLC | 69 | $9.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 73 | $9.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 75 | $9.00K | 0.00% | +75 | New |
| West Paces Advisors Inc. | 72 | $9.33K | 0.00% | −30−29.4% | Reduced |
| Solstein Capital, LLC | 77 | $10.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 77 | $10.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 78 | $10.0K | 0.00% | +55+239.1% | Added |
| Signet Financial Management, LLC | 77 | $10.0K | 0.00% | +77 | New |
| Motco | 87 | $11.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 93 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 98 | $13.0K | 0.00% | +12+14.0% | Added |
| Blue Bell Private Wealth Management, LLC | 100 | $13.0K | 0.00% | +100 | New |
| American National Bank | 117 | $15.0K | 0.00% | +117 | New |
| Norway Savings Bank | 120 | $16.0K | 0.01% | −20−14.3% | Reduced |
| Winch Advisory Services, LLC | 120 | $16.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 120 | $16.0K | 0.01% | +120 | New |
| Rosenberg Matthew Hamilton | 132 | $17.0K | 0.01% | +132 | New |
| Freedman Financial Associates, Inc. | 135 | $18.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $19.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 144 | $19.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 158 | $20.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 153 | $20.0K | 0.01% | +6+4.1% | Added |
| BerganKDV Wealth Management, LLC | 159 | $21.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 165 | $21.4K | 0.02% | +165 | New |
| Sound Income Strategies, LLC | 173 | $22.0K | 0.00% | −60−25.8% | Reduced |
| Gradient Investments LLC | 173 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 180 | $23.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 180 | $23.0K | 0.02% | +180 | New |
| Vigilant Capital Management, LLC | 182 | $24.0K | 0.00% | −440−70.7% | Reduced |
| Operose Advisors LLC | 183 | $24.0K | 0.02% | +183 | New |
| MV Capital Management, Inc. | 190 | $25.0K | 0.00% | +44+30.1% | Added |
| SJS Investment Consulting Inc. | 193 | $25.0K | 0.01% | +193 | New |
| Caption Management, LLC | 200 | $27.0K | 0.00% | −71,700−99.7% | Reduced |
| Evoke Wealth, LLC | 212 | $27.0K | 0.00% | −1−0.5% | Reduced |
| Dark Forest Capital Management LP | 215 | $28.0K | 0.01% | −435−66.9% | Reduced |
| EverSource Wealth Advisors, LLC | 224 | $29.0K | 0.01% | +224 | New |
| Rinkey Investments | 240 | $29.0K | 0.03% | +240 | New |
| Stephens Consulting, LLC | 226 | $29.3K | 0.02% | +226 | New |
| Northwest Investment Counselors, LLC | 234 | $30.0K | 0.01% | +234 | New |
| McCarthy Asset Management, Inc. | 239 | $31.0K | 0.02% | −133−35.8% | Reduced |
| Stephenson National Bank & Trust | 242 | $31.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 240 | $31.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 264 | $34.0K | 0.01% | +264 | New |
| Whittier Trust Co of Nevada Inc | 273 | $35.0K | 0.00% | −288−51.3% | Reduced |
| Lee Financial Co | 269 | $35.0K | 0.01% | +5+1.9% | Added |
| Mascoma Wealth Management LLC | 293 | $38.0K | 0.01% | +293 | New |
| Bedel Financial Consulting, Inc. | 300 | $39.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 300 | $39.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 300 | $39.0K | 0.00% | +300 | New |
| Valley National Advisers Inc | 310 | $40.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 311 | $40.3K | 0.01% | +43+16.0% | Added |
| Canton Hathaway, LLC | 315 | $41.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 330 | $43.0K | 0.00% | −180−35.3% | Reduced |
| Lenox Wealth Advisors, LLC | 330 | $43.0K | 0.01% | +21+6.8% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 350 | $45.0K | 0.02% | −350−50.0% | Reduced |
| Field & Main Bank | 350 | $45.0K | 0.03% | −125−26.3% | Reduced |
| Amplius Wealth Advisors, LLC | 372 | $48.0K | 0.01% | +372 | New |
| Bell Investment Advisors, Inc | 381 | $49.0K | 0.01% | +36+10.4% | Added |
| Central Bank & Trust Co | 392 | $51.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 416 | $54.0K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 420 | $54.0K | 0.01% | +27+6.9% | Added |
| Pinnacle Financial Partners Inc | 435 | $56.0K | 0.00% | −220−33.6% | Reduced |
| Seldon Capital LP | 459 | $59.0K | 0.04% | +459 | New |
| JNBA Financial Advisors | 469 | $61.0K | 0.01% | +19+4.2% | Added |
| SRS Capital Advisors, Inc. | 475 | $62.0K | 0.01% | 00.0% | Unchanged |
