| Perkins Coie Trust Co | 905 | $14.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 900 | $14.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 875 | $14.0K | 0.01% | +7+0.8% | Added |
| Level Financial Advisors, Inc. | 918 | $14.0K | 0.01% | +918 | New |
| First Community Trust NA | 850 | $13.4K | 0.01% | +850 | New |
| Earnest Partners LLC | 834 | $13.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 822 | $13.0K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 800 | $13.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 801 | $13.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 795 | $13.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 800 | $13.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 800 | $13.0K | 0.00% | +800 | New |
| Salem Investment Counselors Inc | 730 | $12.0K | 0.00% | −270−27.0% | Reduced |
| Private Capital Group, LLC | 759 | $12.0K | 0.00% | −148−16.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 748 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 798 | $12.0K | 0.00% | +115+16.8% | Added |
| Lenox Wealth Advisors, LLC | 762 | $12.0K | 0.00% | +98+14.8% | Added |
| Bell Investment Advisors, Inc | 699 | $11.0K | 0.00% | −234−25.1% | Reduced |
| Tarbox Family Office, Inc. | 727 | $11.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 696 | $11.0K | 0.00% | +5+0.7% | Added |
| MV Capital Management, Inc. | 722 | $11.0K | 0.00% | +265+58.0% | Added |
| Massmutual Trust Co FSB | 688 | $11.0K | 0.00% | +372+117.7% | Added |
| Horan Securities, Inc. | 710 | $11.0K | 0.01% | +710 | New |
| Carroll Investors, Inc | 716 | $11.0K | 0.01% | +716 | New |
| TD Ameritrade Investment Management, LLC | 609 | $10.0K | 0.00% | −1,672−73.3% | Reduced |
| North Star Investment Management Corp. | 662 | $10.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 650 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 617 | $10.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 551 | $9.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 586 | $9.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 558 | $9.00K | 0.00% | −38−6.4% | Reduced |
| Pacifica Partners Inc. | 533 | $9.00K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 600 | $9.00K | 0.00% | +600 | New |
| Ahl Investment Management, Inc. | 600 | $9.00K | 0.01% | +600 | New |
| PrairieView Partners, LLC | 523 | $8.00K | 0.00% | +4+0.8% | Added |
| O'Dell Group, LLC | 518 | $8.00K | 0.00% | +4+0.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 500 | $8.00K | 0.00% | +500 | New |
| Aquatic Capital Management LLC | 500 | $8.00K | 0.02% | +500 | New |
| American State Bank (Iowa) | 450 | $7.10K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 464 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 428 | $7.00K | 0.00% | −32−7.0% | Reduced |
| Cribstone Capital Management, LLC | 464 | $7.00K | 0.00% | +64+16.0% | Added |
| Capital Advisors, Ltd. LLC | 416 | $7.00K | 0.00% | +296+246.7% | Added |
| Norwood Financial Corp | 450 | $7.00K | 0.01% | +450 | New |
| Aspire Private Capital, LLC | 415 | $7.00K | 0.00% | +415 | New |
| Amplius Wealth Advisors, LLC | 471 | $7.00K | 0.00% | +471 | New |
| Rise Advisors, LLC | 389 | $6.14K | 0.01% | +389 | New |
| Baldwin Brothers Inc | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 406 | $6.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 389 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 410 | $6.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 371 | $6.00K | 0.00% | +3+0.8% | Added |
| Family CFO Inc | 400 | $6.00K | 0.01% | +400 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 435 | $6.00K | 0.00% | +435 | New |
| Kozak & Associates, Inc. | 334 | $5.00K | 0.00% | +2+0.6% | Added |
| Coastal Capital Group, Inc. | 293 | $5.00K | 0.00% | +3+1.0% | Added |
| Arlington Partners LLC | 288 | $5.00K | 0.00% | +288 | New |
| Kenfarb & Co. | 304 | $5.00K | 0.00% | +304 | New |
| Arcadia Investment Advisors LLC | 300 | $4.73K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 254 | $4.01K | 0.00% | +254 | New |
| AlphaMark Advisors, LLC | 253 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 266 | $4.00K | 0.00% | −1−0.4% | Reduced |
| Accel Wealth Management | 283 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 182 | $4.00K | 0.00% | −173−48.7% | Reduced |
| South State Corp. | 231 | $4.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 227 | $4.00K | 0.00% | +3+1.3% | Added |
| Norway Savings Bank | 233 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 232 | $4.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 242 | $4.00K | 0.00% | +142+142.0% | Added |
| CVA Family Office, LLC | 260 | $4.00K | 0.00% | +260 | New |
| Dark Forest Capital Management LP | 224 | $4.00K | 0.00% | +224 | New |
| Archer Investment Corp | 200 | $3.15K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 202 | $3.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 212 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 197 | $3.00K | 0.00% | +1+0.5% | Added |
| West Branch Capital LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 160 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 165 | $3.00K | 0.00% | +1+0.6% | Added |
| MayTech Global Investments, LLC | 163 | $3.00K | 0.00% | +1+0.6% | Added |
| Ford Financial Group, LLC | 244 | $3.00K | 0.00% | +244 | New |
| Widmann Financial Services, Inc. | 200 | $3.00K | 0.00% | +200 | New |
| West Paces Advisors Inc. | 179 | $2.82K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 163 | $2.74K | 0.00% | +163 | New |
| Clearview Wealth Advisors LLC | 114 | $2.00K | 0.00% | −905−88.8% | Reduced |
| Charter Oak Capital Management, LLC | 137 | $2.00K | 0.00% | −262−65.7% | Reduced |
| Baystate Wealth Management LLC | 113 | $2.00K | 0.00% | +1+0.9% | Added |
| Carmichael Hill & Associates, Inc. | 153 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 144 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 126 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 128 | $2.00K | 0.00% | +128 | New |