| Montag A & Associates Inc | 0 | $7 | 0.00% | 0 | New |
| Annapolis Financial Services, LLC | 85 | $57 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $67 | 0.00% | −41−97.6% | Reduced |
| Hexagon Capital Partners LLC | 1 | $67 | 0.00% | +1 | New |
| Perkins Coie Trust Co | 3 | $200 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $201 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $457 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7 | $469 | 0.00% | −12−63.2% | Reduced |
| Anchor Investment Management, LLC | 7 | $469 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $626 | 0.00% | +3+100.0% | Added |
| Gradient Investments LLC | 11 | $737 | 0.00% | +5+83.3% | Added |
| Bell Investment Advisors, Inc | 12 | $804 | 0.00% | −33−73.3% | Reduced |
| SJS Investment Consulting Inc. | 12 | $804 | 0.00% | −3−20.0% | Reduced |
| Hibernia Wealth Partners, LLC | 14 | $938 | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 21 | $1.00K | 0.00% | −21−50.0% | Reduced |
| KB Financial Partners, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 16 | $1.07K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 17 | $1.14K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 17 | $1.14K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 22 | $1.27K | 0.00% | −82−78.8% | Reduced |
| DT Investment Partners, LLC | 19 | $1.27K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 24 | $1.28K | 0.00% | +18+300.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $1.29K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 23 | $1.54K | 0.00% | −73−76.0% | Reduced |
| Raleigh Capital Management Inc. | 23 | $1.56K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $1.69K | 0.00% | −1,702−98.6% | Reduced |
| JFS Wealth Advisors, LLC | 26 | $1.74K | 0.00% | −68−72.3% | Reduced |
| Tyler-Stone Wealth Management | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 30 | $2.01K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $2.01K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 30 | $2.01K | 0.00% | +30 | New |
| Abound Wealth Management | 30 | $2.01K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 31 | $2.08K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 33 | $2.21K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 42 | $2.84K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 43 | $2.88K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 44 | $2.95K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 50 | $3.35K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 50 | $3.35K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $3.35K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 50 | $3.35K | 0.00% | +50 | New |
| IFP Advisors, Inc | 51 | $3.42K | 0.00% | −165−76.4% | Reduced |
| Baker Avenue Asset Management, LP | 53 | $3.55K | 0.00% | −54−50.5% | Reduced |
| Versant Capital Management, Inc | 55 | $3.68K | 0.00% | −160−74.4% | Reduced |
| GW&K Investment Management, LLC | 59 | $4.00K | 0.00% | −8−11.9% | Reduced |
| Capital Advisors, Ltd. LLC | 65 | $4.00K | 0.00% | +5+8.3% | Added |
| GPS Wealth Strategies Group, LLC | 60 | $4.02K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 87 | $4.02K | 0.00% | +48+123.1% | Added |
| Baldwin Brothers Inc | 65 | $4.35K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 74 | $4.96K | 0.00% | +6+8.8% | Added |
| Cornerstone Planning Group LLC | 77 | $5.17K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 80 | $5.36K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 80 | $5.36K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 80 | $5.39K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 86 | $5.76K | 0.00% | +49+132.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 87 | $5.88K | 0.00% | +87 | New |
| Geneos Wealth Management Inc. | 98 | $6.55K | 0.00% | +1+1.0% | Added |
| First Manhattan Co | 100 | $6.70K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $6.70K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $6.70K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $6.70K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 102 | $6.83K | 0.00% | +58+131.8% | Added |
| Earnest Partners LLC | 103 | $6.90K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 112 | $7.50K | 0.00% | +32+40.0% | Added |
| WR Wealth Planners, LLC | 114 | $7.63K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 118 | $7.90K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 115 | $8.00K | 0.00% | +115 | New |
| JNBA Financial Advisors | 120 | $8.04K | 0.00% | +120 | New |
| Eagle Bay Advisors LLC | 126 | $8.43K | 0.00% | −65−34.0% | Reduced |
| Northwest Investment Counselors, LLC | 126 | $8.44K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 128 | $9.00K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 137 | $9.18K | 0.00% | −3,590−96.3% | Reduced |
| Glassman Wealth Services | 140 | $9.38K | 0.00% | −30−17.6% | Reduced |
| Harbor Investment Advisory, LLC | 140 | $9.38K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 148 | $9.91K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 150 | $10.0K | 0.00% | +150 | New |
| United Community Bank | 150 | $10.0K | 0.00% | +150 | New |
| Creative Financial Designs Inc | 151 | $10.1K | 0.00% | +58+62.4% | Added |
| Buck Wealth Strategies, LLC | 162 | $10.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 163 | $10.9K | 0.00% | −72−30.6% | Reduced |
| Hantz Financial Services, Inc. | 171 | $11.0K | 0.00% | −4,598−96.4% | Reduced |
| City State Bank | 162 | $11.0K | 0.01% | +55+51.4% | Added |
| Archer Investment Corp | 168 | $11.3K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 172 | $11.5K | 0.01% | +172 | New |
| Newbridge Financial Services Group, Inc. | 186 | $12.4K | 0.01% | −72−27.9% | Reduced |
| South State Corp. | 186 | $12.5K | 0.00% | +186 | New |
| Millburn Ridgefield Corp | 187 | $12.5K | 0.00% | +187 | New |
| Catalyst Capital Advisors LLC | 187 | $12.5K | 0.00% | +187 | New |
| Exchange Traded Concepts, LLC | 194 | $13.0K | 0.00% | +194 | New |
| Cambridge Trust Co | 198 | $13.3K | 0.00% | −410−67.4% | Reduced |
| Logan Capital Management Inc | 201 | $13.5K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 205 | $13.7K | 0.00% | +180+720.0% | Added |
| Farther Finance Advisors, LLC | 220 | $14.7K | 0.00% | +29+15.2% | Added |
| Huntington National Bank | 236 | $15.8K | 0.00% | +89+60.5% | Added |
| Citizens National Bank Trust Department | 237 | $15.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 245 | $16.4K | 0.00% | +45+22.5% | Added |
| Tradewinds Capital Management, LLC | 250 | $16.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 258 | $17.3K | 0.00% | +126+95.5% | Added |