| Hall Laurie J Trustee | 101 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 53 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 104 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 122 | $1.00K | 0.00% | +44+56.4% | Added |
| Savior LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 81 | $1.00K | 0.00% | +2+2.5% | Added |
| Atticus Wealth Management, LLC | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 138 | $1.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 60 | $1.00K | 0.00% | −5−7.7% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 90 | $1.00K | 0.00% | −4−4.3% | Reduced |
| Worth Asset Management, LLC | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 134 | $1.00K | 0.00% | +122+1,016.7% | Added |
| Hallmark Capital Management Inc | 81 | $1.00K | 0.00% | +81 | New |
| Baldwin Brothers Inc | 119 | $1.00K | 0.00% | +119 | New |
| TD Ameritrade Investment Management, LLC | 69 | $1.00K | 0.00% | +69 | New |
| Close Asset Management Ltd | 112 | $1.00K | 0.00% | +112 | New |
| GPS Wealth Strategies Group, LLC | 141 | $1.00K | 0.00% | +141 | New |
| CNB Bank | 78 | $1.00K | 0.00% | +78 | New |
| Versant Capital Management, Inc | 86 | $1.00K | 0.00% | +86 | New |
| Rosenberg Matthew Hamilton | 86 | $1.00K | 0.00% | +86 | New |
| Orion Capital Management LLC | 100 | $1.00K | 0.00% | +100 | New |
| Lansing Street Advisors | 69 | $1.00K | 0.00% | +69 | New |
| WR Wealth Planners, LLC | 90 | $880 | 0.00% | −14−13.5% | Reduced |
| Rockbridge Investment Management, LCC | 86 | $842 | 0.00% | −9−9.5% | Reduced |
| Kelly Financial Services LLC | 61 | $597 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 59 | $576 | 0.00% | −89−60.1% | Reduced |
| Heritage Wealth Management, LLC | 50 | $489 | 0.00% | −269−84.3% | Reduced |
| Raffa Wealth Management, LLC | 30 | $293 | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 15 | $198 | 0.00% | +15 | New |
| Cornerstone Management, Inc. | 20 | $196 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 16 | $156 | 0.00% | −130−89.0% | Reduced |
| Family CFO Inc | 14 | $137 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 11 | $108 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $78 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $0 | 0.00% | −514−98.8% | Reduced |
| Hanson & Doremus Investment Management | 20 | $0 | 0.00% | −178−89.9% | Reduced |
| Private Capital Group, LLC | 6 | $0 | 0.00% | −235−97.5% | Reduced |
| Life Planning Partners, Inc | 147 | $0 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 20 | $0 | 0.00% | −136−87.2% | Reduced |
| Centerpoint Advisors, LLC | 16 | $0 | 0.00% | −118−88.1% | Reduced |
| Northwest Investment Counselors, LLC | 15 | $0 | 0.00% | −89−85.6% | Reduced |
| Spectrum Management Group, LLC | 44 | $0 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 37 | $0 | 0.00% | −31−45.6% | Reduced |
| Blume Capital Management, Inc. | 48 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 45 | $0 | 0.00% | −9−16.7% | Reduced |
| Private Ocean, LLC | 100 | $0 | 0.00% | +31+44.9% | Added |
| Financial Enhancement Group LLC | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 46 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 47 | $0 | 0.00% | −7−13.0% | Reduced |
| Clearview Wealth Advisors LLC | 47 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 49 | $0 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 48 | $0 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 7 | $0 | 0.00% | −5−41.7% | Reduced |
| Benjamin Edwards Inc | 8 | $0 | 0.00% | +3+60.0% | Added |
| Timber Creek Capital Management LLC | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 69 | $0 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 19 | $0 | 0.00% | −2−9.5% | Reduced |
| JJJ Advisors Inc. | 34 | $0 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1 | $0 | 0.00% | −24−96.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 48 | $0 | 0.00% | +25+108.7% | Added |
| Cribstone Capital Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 16 | $0 | 0.00% | −17−51.5% | Reduced |
| Fieldpoint Private Securities, LLC | 28 | $0 | 0.00% | −3−9.7% | Reduced |
| PrairieView Partners, LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 7 | $0 | 0.00% | +3+75.0% | Added |
| O'Dell Group, LLC | 16 | $0 | 0.00% | −6−27.3% | Reduced |
| Vectors Research Management, LLC | 30 | $0 | 0.00% | +11+57.9% | Added |
| Baldrige Asset Management LLC | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 42 | $0 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 37 | $0 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 43 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 50 | $0 | 0.00% | +50 | New |
| Motco | 35 | $0 | 0.00% | +35 | New |
| Westside Investment Management, Inc. | 48 | $0 | 0.00% | +48 | New |
| Bramshill Investments, LLC | 38 | $0 | 0.00% | +38 | New |
| Bray Capital Advisors | 10 | $0 | 0.00% | +10 | New |
| Eukles Asset Management | 2 | $0 | 0.00% | +2 | New |