| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| Gordian Capital Singapore Pte Ltd | 2 | $29 | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 3 | $44 | 0.00% | +3 | New |
| Rosenberg Matthew Hamilton | 5 | $72 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 9 | $130 | 0.00% | +9 | New |
| Larson Financial Group LLC | 11 | $157 | 0.00% | −875−98.8% | Reduced |
| Valued Wealth Advisors LLC | 25 | $271 | 0.00% | +25 | New |
| Tfo-TDC, LLC | 19 | $274 | 0.00% | −19−50.0% | Reduced |
| SOA Wealth Advisors, LLC. | 24 | $345 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 25 | $360 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 31 | $453 | 0.00% | −2,007−98.5% | Reduced |
| Aspect Partners, LLC | 32 | $461 | 0.00% | +32 | New |
| SYSTM Wealth Solutions LLC | 44 | $636 | 0.00% | +44 | New |
| ClariVest Asset Management LLC | 59 | $858 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 11 | $1.00K | 0.00% | −69−86.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 63 | $1.00K | 0.00% | +63 | New |
| DiNuzzo Private Wealth, Inc. | 74 | $1.07K | 0.00% | +74 | New |
| Dunhill Financial, LLC | 87 | $1.25K | 0.00% | +87 | New |
| Able Wealth Management LLC | 95 | $1.36K | 0.00% | +95 | New |
| Key Financial Inc | 99 | $1.43K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $1.44K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 108 | $1.55K | 0.00% | +108 | New |
| West Paces Advisors Inc. | 109 | $1.57K | 0.00% | +109 | New |
| Colonial Trust Advisors | 111 | $1.60K | 0.00% | +15+15.6% | Added |
| Hexagon Capital Partners LLC | 118 | $1.70K | 0.00% | −284−70.6% | Reduced |
| DB Fitzpatrick & Co, Inc | 122 | $1.75K | 0.00% | +2+1.7% | Added |
| Level Financial Advisors, Inc. | 122 | $1.76K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 125 | $1.80K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 133 | $1.92K | 0.00% | +133 | New |
| Sunbelt Securities, Inc. | 138 | $1.98K | 0.00% | +2+1.5% | Added |
| GW&K Investment Management, LLC | 137 | $2.00K | 0.00% | −13−8.7% | Reduced |
| FinTrust Capital Advisors, LLC | 144 | $2.07K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 145 | $2.09K | 0.00% | +145 | New |
| Trifecta Capital Advisors, LLC | 146 | $2.10K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 154 | $2.22K | 0.00% | −2,000−92.9% | Reduced |
| Bell Investment Advisors, Inc | 156 | $2.25K | 0.00% | −166−51.6% | Reduced |
| Coppell Advisory Solutions LLC | 158 | $2.27K | 0.00% | +158 | New |
| Lee Financial Co | 171 | $2.46K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 173 | $2.49K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 189 | $2.72K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 262 | $2.82K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 200 | $2.88K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 200 | $2.88K | 0.00% | +131+189.9% | Added |
| O'Dell Group, LLC | 203 | $2.92K | 0.00% | +203 | New |
| Hobbs Group Advisors, LLC | 400 | $3.13K | 0.00% | +400 | New |
| Sachetta, LLC | 218 | $3.14K | 0.00% | +218 | New |
| Naples Money Management LLC | 228 | $3.28K | 0.00% | +228 | New |
| New England Capital Financial Advisors LLC | 232 | $3.34K | 0.00% | +1+0.4% | Added |
| Glen Eagle Advisors, LLC | 236 | $3.40K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 240 | $3.46K | 0.00% | +240 | New |
| General Partner, Inc. | 244 | $3.51K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 248 | $3.57K | 0.00% | −366−59.6% | Reduced |
| Gradient Investments LLC | 252 | $3.63K | 0.00% | +110+77.5% | Added |
| Harbor Investment Advisory, LLC | 256 | $3.69K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 262 | $3.77K | 0.00% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 262 | $3.77K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 272 | $3.92K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 300 | $4.00K | 0.00% | −1,033−77.5% | Reduced |
| Loomis Sayles & Co L P | 258 | $4.00K | 0.00% | −630−70.9% | Reduced |
| Valley National Advisers Inc | 289 | $4.00K | 0.00% | +99+52.1% | Added |
| Headlands Technologies LLC | 278 | $4.00K | 0.00% | +278 | New |
| Bartlett & Co. Wealth Management LLC | 300 | $4.36K | 0.00% | −1,033−77.5% | Reduced |
| Assetmark, Inc | 313 | $4.51K | 0.00% | +35+12.6% | Added |
| Private Ocean, LLC | 322 | $4.64K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 325 | $5.00K | 0.00% | +325 | New |
| Wolff Wiese Magana LLC | 400 | $5.76K | 0.01% | +90+29.0% | Added |
| Aspire Private Capital, LLC | 420 | $6.05K | 0.00% | +7+1.7% | Added |
| JFS Wealth Advisors, LLC | 426 | $6.13K | 0.00% | +52+13.9% | Added |
| Norwood Financial Corp | 435 | $6.26K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 461 | $6.64K | 0.00% | +461 | New |
| Rockbridge Investment Management, LCC | 468 | $6.74K | 0.00% | +468 | New |
| RFP Financial Group LLC | 474 | $6.83K | 0.00% | +7+1.5% | Added |
| Tradition Wealth Management, LLC | 452 | $7.00K | 0.00% | −3,585−88.8% | Reduced |
| FNY Investment Advisers, LLC | 500 | $7.00K | 0.01% | +500 | New |
| LM Advisors LLC | 500 | $7.20K | 0.00% | +500 | New |
| CNB Bank | 534 | $7.69K | 0.00% | −1,758−76.7% | Reduced |
| Kelly Financial Services LLC | 555 | $7.99K | 0.00% | +9+1.6% | Added |
| Game Plan Financial Advisors, LLC | 560 | $8.06K | 0.00% | +560 | New |
| Cape Investment Advisory, Inc. | 572 | $8.24K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 590 | $8.50K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 617 | $8.88K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 632 | $9.10K | 0.00% | +632 | New |
| Farmers & Merchants Investments Inc | 640 | $9.22K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 645 | $9.29K | 0.00% | +2+0.3% | Added |
| Whittier Trust Co | 725 | $10.4K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 750 | $10.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 781 | $11.2K | 0.00% | +178+29.5% | Added |
| Venturi Wealth Management, LLC | 836 | $12.0K | 0.00% | +186+28.6% | Added |
| Armstrong Advisory Group, Inc | 900 | $13.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 900 | $13.0K | 0.01% | +900 | New |
| Grove Bank & Trust | 911 | $13.1K | 0.00% | −850−48.3% | Reduced |
| Fortitude Family Office, LLC | 971 | $14.0K | 0.01% | +971 | New |
| Dividend Assets Capital, LLC | 987 | $14.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 987 | $14.2K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 987 | $14.2K | 0.00% | +320+48.0% | Added |
| Pacifica Partners Inc. | 1,100 | $14.2K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,000 | $14.4K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $14.4K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1,000 | $14.4K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,000 | $14.4K | 0.00% | +1,000 | New |