| Private Wealth Asset Management, LLC | 1 | $252 | 0.00% | −13−92.9% | Reduced |
| Creative Financial Designs Inc | 1 | $252 | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 1 | $252 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $253 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $253 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $342 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $505 | 0.00% | −2−50.0% | Reduced |
| West Branch Capital LLC | 2 | $505 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $505 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $505 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $505 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $505 | 0.00% | +1+100.0% | Added |
| Atlantic Private Wealth, LLC | 2 | $505 | 0.00% | +2 | New |
| Nemes Rush Group LLC | 2 | $505 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 2 | $505 | 0.00% | +2 | New |
| Elyxium Wealth, LLC | 3 | $757 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $758 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 4 | $1.01K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 4 | $1.01K | 0.00% | +4 | New |
| Legacy Wealth Managment, LLC | 4 | $1.01K | 0.00% | +4 | New |
| HM Payson & Co | 5 | $1.26K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $1.26K | 0.00% | +3+150.0% | Added |
| Cornerstone Planning Group LLC | 5 | $1.28K | 0.00% | −2−28.6% | Reduced |
| Sound Income Strategies, LLC | 5 | $1.36K | 0.00% | +5 | New |
| Turning Point Benefit Group, Inc. | 6 | $1.51K | 0.00% | +6 | New |
| S&T Bank | 6 | $1.51K | 0.00% | −7−53.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $1.51K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $1.51K | 0.00% | +6 | New |
| Fortitude Family Office, LLC | 7 | $1.77K | 0.00% | −3−30.0% | Reduced |
| Activest Wealth Management | 7 | $1.77K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7 | $1.77K | 0.00% | +2+40.0% | Added |
| Ares Financial Consulting, LLC | 7 | $1.77K | 0.00% | +7 | New |
| Penserra Capital Management LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 8 | $2.02K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $2.02K | 0.00% | +4+100.0% | Added |
| Manchester Capital Management LLC | 8 | $2.02K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 10 | $2.53K | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 11 | $2.78K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 11 | $2.85K | 0.00% | +11 | New |
| Hantz Financial Services, Inc. | 11 | $3.00K | 0.00% | +11 | New |
| Adirondack Trust Co | 12 | $3.03K | 0.00% | −88−88.0% | Reduced |
| Cromwell Holdings LLC | 12 | $3.03K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 12 | $3.03K | 0.00% | +12 | New |
| Advocate Investing Services LLC | 12 | $3.03K | 0.00% | +12 | New |
| GWM Advisors LLC | 13 | $3.28K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 14 | $3.53K | 0.00% | +2+16.7% | Added |
| Whipplewood Advisors, LLC | 14 | $3.53K | 0.00% | +14 | New |
| Wealth Watch Advisors, INC | 16 | $4.04K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 17 | $4.29K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 18 | $4.54K | 0.00% | −135−88.2% | Reduced |
| Quadrant Capital Group LLC | 18 | $4.54K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 19 | $4.80K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 19 | $4.80K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $4.80K | 0.00% | +19 | New |
| True Wealth Design, LLC | 19 | $4.80K | 0.00% | −2−9.5% | Reduced |
| SHP Wealth Management | 19 | $4.84K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 20 | $5.05K | 0.00% | 00.0% | Unchanged |
| American National Bank | 22 | $5.55K | 0.00% | +22 | New |
| Financial Network Wealth Advisors LLC | 22 | $5.56K | 0.01% | −8−26.7% | Reduced |
| Rothschild Investment LLC | 26 | $6.51K | 0.00% | +8+44.4% | Added |
| Ronald Blue Trust, Inc. | 26 | $6.56K | 0.00% | −5−16.1% | Reduced |
| Kings Path Partners LLC | 26 | $6.56K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 26 | $6.56K | 0.00% | +26 | New |
| Quent Capital, LLC | 28 | $7.07K | 0.00% | +1+3.7% | Added |
| Transamerica Financial Advisors, Inc. | 30 | $7.49K | 0.00% | −8−21.1% | Reduced |
| Sunbelt Securities, Inc. | 30 | $7.57K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $7.57K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 31 | $7.83K | 0.00% | +31 | New |
| Bellevue Asset Management, LLC | 32 | $8.08K | 0.00% | −1−3.0% | Reduced |
| Bell Investment Advisors, Inc | 32 | $8.08K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 34 | $8.58K | 0.00% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 34 | $8.58K | 0.00% | +17+100.0% | Added |
| First United Bank Trust | 35 | $8.84K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 36 | $9.09K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 42 | $10.6K | 0.00% | +42 | New |
| Private Wealth Management Group, LLC | 42 | $10.6K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 45 | $11.4K | 0.00% | −19−29.7% | Reduced |
| Grove Bank & Trust | 46 | $11.6K | 0.00% | −8−14.8% | Reduced |
| Trust Co of Vermont | 46 | $11.6K | 0.00% | +25+119.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 46 | $11.6K | 0.00% | +46 | New |
| Rossby Financial, LCC | 50 | $12.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 51 | $12.9K | 0.00% | −248−82.9% | Reduced |
| Parkside Financial Bank & Trust | 51 | $12.9K | 0.00% | +5+10.9% | Added |
| Smithfield Trust Co | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 52 | $13.2K | 0.00% | +26+100.0% | Added |
| LRI Investments, LLC | 56 | $14.1K | 0.00% | −21−27.3% | Reduced |
| ORG Partners LLC | 60 | $15.1K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 61 | $15.4K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 63 | $15.9K | 0.00% | +63 | New |
| Salomon & Ludwin, LLC | 65 | $17.3K | 0.00% | −7−9.7% | Reduced |
| International Assets Investment Management, LLC | 70 | $17.7K | 0.00% | +70 | New |
| Massmutual Trust Co FSB | 75 | $18.9K | 0.00% | −2−2.6% | Reduced |
| Zions Bancorporation, National Association | 75 | $18.9K | 0.00% | +75 | New |
| UMA Financial Services, Inc. | 75 | $18.9K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 78 | $19.7K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 89 | $22.4K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 93 | $23.5K | 0.00% | +93 | New |
| Caldwell Sutter Capital, Inc. | 100 | $25.2K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 106 | $26.8K | 0.02% | 00.0% | Unchanged |