| Atwood & Palmer Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 5 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2 | $0 | 0.00% | +2 | New |
| Financial Perspectives, Inc | 11 | $686 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 10 | $1.00K | 0.00% | −20−66.7% | Reduced |
| Investors Research Corp | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 15 | $1.00K | 0.00% | +15 | New |
| Lenox Wealth Advisors, LLC | 15 | $1.00K | 0.00% | +15 | New |
| KB Financial Partners, LLC | 20 | $1.00K | 0.00% | +20 | New |
| City State Bank | 22 | $1.00K | 0.00% | +22 | New |
| Glen Eagle Advisors, LLC | 23 | $1.49K | 0.00% | −193−89.4% | Reduced |
| Halpern Financial, Inc. | 24 | $1.55K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 25 | $2.00K | 0.00% | −525−95.5% | Reduced |
| Carolinas Wealth Consulting LLC | 37 | $2.00K | 0.00% | −69−65.1% | Reduced |
| Harbor Investment Advisory, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 29 | $2.00K | 0.00% | +29 | New |
| Sierra Capital LLC | 35 | $2.00K | 0.00% | +35 | New |
| West Paces Advisors Inc. | 39 | $2.51K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 46 | $3.00K | 0.01% | +46 | New |
| Econ Financial Services Corp | 39 | $3.00K | 0.00% | +39 | New |
| Tacita Capital Inc | 40 | $3.00K | 0.00% | +40 | New |
| TD Private Client Wealth LLC | 53 | $3.41K | 0.00% | +16+43.2% | Added |
| Raffa Wealth Management, LLC | 59 | $3.80K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 60 | $4.00K | 0.00% | +8+15.4% | Added |
| Assetmark, Inc | 77 | $5.00K | 0.00% | −2,540−97.1% | Reduced |
| Kozak & Associates, Inc. | 88 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 83 | $5.00K | 0.00% | +83 | New |
| Carmichael Hill & Associates, Inc. | 80 | $5.00K | 0.00% | +80 | New |
| Clearstead Advisors, LLC | 93 | $6.00K | 0.00% | −107−53.5% | Reduced |
| True Link Financial Advisors, LLC | 89 | $6.00K | 0.00% | −18−16.8% | Reduced |
| Norwood Financial Corp | 100 | $6.00K | 0.01% | +100 | New |
| IMA Wealth, Inc. | 93 | $6.00K | 0.00% | +93 | New |
| Outfitter Financial LLC | 100 | $6.00K | 0.00% | +100 | New |
| Atlas Capital Advisors LLC | 100 | $6.44K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 100 | $6.44K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 113 | $7.00K | 0.00% | +2+1.8% | Added |
| Tarbox Family Office, Inc. | 116 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 116 | $7.00K | 0.00% | +116 | New |
| Farmers & Merchants Investments Inc | 128 | $8.00K | 0.00% | −470−78.6% | Reduced |
| Endurance Wealth Management, Inc. | 120 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 127 | $8.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 125 | $8.00K | 0.00% | +125 | New |
| Cranbrook Wealth Management, LLC | 152 | $10.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 170 | $11.0K | 0.00% | +29+20.6% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 162 | $11.0K | 0.01% | +162 | New |
| Glassman Wealth Services | 185 | $12.0K | 0.00% | −107−36.6% | Reduced |
| Allworth Financial LP | 190 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 183 | $12.0K | 0.00% | −5−2.7% | Reduced |
| Duncker Streett & Co Inc | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 195 | $13.0K | 0.00% | −4−2.0% | Reduced |
| Accel Wealth Management | 204 | $13.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 210 | $13.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $13.0K | 0.03% | +200 | New |
| Delos Wealth Advisors, LLC | 200 | $13.0K | 0.01% | +200 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 200 | $13.0K | 0.00% | +200 | New |
| Coastal Capital Group, Inc. | 213 | $14.0K | 0.00% | +2+0.9% | Added |
| Amplius Wealth Advisors, LLC | 223 | $14.0K | 0.00% | +223 | New |
| Charter Oak Capital Management, LLC | 229 | $15.0K | 0.00% | −333−59.3% | Reduced |
| Liberty One Investment Management, LLC | 240 | $15.0K | 0.00% | −278−53.7% | Reduced |
| BerganKDV Wealth Management, LLC | 240 | $15.0K | 0.00% | +40+20.0% | Added |
| Parkside Financial Bank & Trust | 271 | $17.0K | 0.00% | +6+2.3% | Added |
| Prestige Wealth Management Group LLC | 270 | $17.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 266 | $17.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 285 | $18.0K | 0.00% | +55+23.9% | Added |
| Annapolis Financial Services, LLC | 289 | $19.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 322 | $20.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 310 | $20.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 310 | $20.0K | 0.00% | +51+19.7% | Added |
| Beaird Harris Wealth Management, LLC | 315 | $20.0K | 0.01% | +315 | New |
| First Horizon Advisors, Inc. | 335 | $21.0K | 0.00% | −53−13.7% | Reduced |
| Smithfield Trust Co | 324 | $21.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 329 | $21.0K | 0.00% | +4+1.2% | Added |
| Newbridge Financial Services Group, Inc. | 325 | $21.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 342 | $22.0K | 0.00% | −77−18.4% | Reduced |
| Kings Point Capital Management | 360 | $23.0K | 0.00% | +11+3.2% | Added |
| Zullo Investment Group, Inc. | 356 | $23.0K | 0.01% | +356 | New |
| Strategic Asset Management, LLC | 376 | $24.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 385 | $24.0K | 0.00% | +63+19.6% | Added |
| AIA Group Ltd | 370 | $24.0K | 0.00% | +370 | New |
| Bell Investment Advisors, Inc | 392 | $25.0K | 0.01% | −54−12.1% | Reduced |