| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| Fuller & Thaler Asset Management, Inc. | 0 | $5 | 0.00% | −96−100.0% | Reduced |
| Ancora Advisors, LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $163 | 0.00% | +3 | New |
| Wolff Wiese Magana LLC | 5 | $271 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 6 | $325 | 0.00% | +6 | New |
| Evermay Wealth Management LLC | 7 | $379 | 0.00% | +7 | New |
| Tortoise Investment Management, LLC | 8 | $433 | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 9 | $487 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $541 | 0.00% | +10 | New |
| True Wealth Design, LLC | 11 | $596 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $704 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 15 | $812 | 0.00% | −3−16.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 15,500 | $839 | 0.00% | +15,500 | New |
| Highline Wealth Partners LLC | 17 | $920 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 17 | $927 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 21 | $1.14K | 0.00% | +21 | New |
| Dunhill Financial, LLC | 23 | $1.23K | 0.00% | +23 | New |
| Assetmark, Inc | 23 | $1.25K | 0.00% | +23 | New |
| Rosenberg Matthew Hamilton | 30 | $1.62K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 30 | $1.62K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 31 | $1.68K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 33 | $1.77K | 0.00% | +33 | New |
| Salem Investment Counselors Inc | 33 | $1.79K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 33 | $1.79K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $1.79K | 0.00% | +7+26.9% | Added |
| Tennessee Valley Asset Management Partners | 34 | $1.83K | 0.00% | +34 | New |
| Winch Advisory Services, LLC | 35 | $1.91K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 36 | $1.95K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 42 | $1.95K | 0.00% | +42 | New |
| JJJ Advisors Inc. | 39 | $2.11K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 39 | $2.11K | 0.00% | +39 | New |
| TFC Financial Management | 40 | $2.17K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 42 | $2.27K | 0.00% | +20+90.9% | Added |
| Frank, Rimerman Advisors LLC | 44 | $2.38K | 0.00% | +44 | New |
| Larson Financial Group LLC | 45 | $2.44K | 0.00% | +3+7.1% | Added |
| Abound Wealth Management | 51 | $2.76K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 54 | $2.92K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 55 | $2.98K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 50 | $3.00K | 0.00% | −51−50.5% | Reduced |
| Valley National Advisers Inc | 67 | $3.00K | 0.00% | +20+42.6% | Added |
| Asset Dedication, LLC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 53 | $3.00K | 0.00% | +53 | New |
| Manchester Capital Management LLC | 56 | $3.03K | 0.00% | +56 | New |
| DiNuzzo Private Wealth, Inc. | 59 | $3.19K | 0.00% | +59 | New |
| Fortis Group Advisors, LLC | 66 | $3.57K | 0.00% | +33+100.0% | Added |
| DT Investment Partners, LLC | 64 | $3.58K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 71 | $3.84K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 73 | $3.96K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 73 | $3.97K | 0.00% | +73 | New |
| RE Dickinson Investment Advisors, LLC | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 77 | $4.17K | 0.00% | +77 | New |
| Main Street Group, LTD | 78 | $4.22K | 0.00% | +78 | New |
| Proequities, Inc. | 79 | $4.28K | 0.00% | +4+5.3% | Added |
| Fortitude Family Office, LLC | 84 | $4.55K | 0.00% | +84 | New |
| LGT Financial Advisors LLC | 94 | $5.09K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 94 | $5.09K | 0.00% | +94 | New |
| Truvestments Capital LLC | 100 | $5.41K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 100 | $5.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $5.63K | 0.00% | −9−8.0% | Reduced |
| Lee Financial Co | 106 | $5.74K | 0.00% | +40+60.6% | Added |
| Creative Financial Designs Inc | 121 | $6.55K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 122 | $6.60K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 126 | $6.84K | 0.00% | +126 | New |
| Householder Group Estate & Retirement Specialist, LLC | 131 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 133 | $7.20K | 0.01% | +133 | New |
| Macroview Investment Management LLC | 137 | $7.42K | 0.01% | +137 | New |
| MV Capital Management, Inc. | 145 | $7.85K | 0.00% | −9−5.8% | Reduced |
| Raleigh Capital Management Inc. | 145 | $7.85K | 0.00% | +45+45.0% | Added |
| City State Bank | 141 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 149 | $8.04K | 0.00% | +149 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 151 | $8.17K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 183 | $8.46K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 160 | $8.66K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 166 | $8.98K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 158 | $9.00K | 0.00% | +1+0.6% | Added |
| Sound Income Strategies, LLC | 166 | $9.00K | 0.00% | +166 | New |
| AdvisorNet Financial, Inc | 167 | $9.04K | 0.00% | +83+98.8% | Added |
| RFP Financial Group LLC | 170 | $9.20K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 170 | $9.20K | 0.00% | +170 | New |
| Focused Wealth Management, Inc | 171 | $9.26K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 183 | $9.90K | 0.00% | +33+22.0% | Added |
| Raffa Wealth Management, LLC | 190 | $10.3K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 200 | $10.8K | 0.00% | +200 | New |
| Criterion Capital Advisors, LLC | 201 | $10.9K | 0.01% | +201 | New |
| Private Trust Co NA | 207 | $11.2K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 236 | $12.8K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 272 | $14.3K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 265 | $14.3K | 0.00% | +265 | New |
| EverSource Wealth Advisors, LLC | 277 | $15.0K | 0.00% | +70+33.8% | Added |
| Whittier Trust Co | 280 | $15.1K | 0.00% | −27−8.8% | Reduced |
| Farmers & Merchants Investments Inc | 281 | $15.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 284 | $15.4K | 0.01% | +284 | New |
| Norwood Financial Corp | 300 | $16.2K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 300 | $16.2K | 0.00% | +12+4.2% | Added |
| Provenance Wealth Advisors, LLC | 308 | $16.7K | 0.00% | −330−51.7% | Reduced |
| Clearstead Advisors, LLC | 313 | $16.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 318 | $17.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 316 | $17.1K | 0.01% | 00.0% | Unchanged |