| Dogwood Wealth Management LLC | 0 | $14 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $581 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $582 | 0.00% | −54−98.2% | Reduced |
| Sandy Spring Bank | 1 | $582 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1 | $582 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $597 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $755 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2 | $1.16K | 0.00% | +2 | New |
| PEAK6 Investments LLC | 3 | $1.61K | 0.00% | −7,387−100.0% | Reduced |
| Perkins Coie Trust Co | 3 | $1.74K | 0.00% | −12−80.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $1.74K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $1.74K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $1.74K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $1.74K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.74K | 0.00% | +1+50.0% | Added |
| Ancora Advisors, LLC | 3 | $1.86K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 5 | $2.91K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 5 | $2.91K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5 | $2.91K | 0.00% | 00.0% | Unchanged |
| Tiff Advisory Services Inc | 5 | $2.91K | 0.00% | +5 | New |
| Toth Financial Advisory Corp | 6 | $3.49K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $3.49K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $3.49K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 6 | $3.49K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 6 | $3.49K | 0.00% | +6 | New |
| Missouri Trust & Investment Co | 6 | $3.49K | 0.00% | +6 | New |
| Sachetta, LLC | 6 | $3.49K | 0.00% | +6 | New |
| Pineridge Advisors LLC | 6 | $3.49K | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 7 | $4.07K | 0.00% | +7 | New |
| JNBA Financial Advisors | 7 | $4.07K | 0.00% | −6−46.2% | Reduced |
| Valued Wealth Advisors LLC | 9 | $4.13K | 0.00% | +9 | New |
| Creekmur Asset Management LLC | 7 | $4.26K | 0.00% | +7 | New |
| Long Island Wealth Management, Inc. | 8 | $5.00K | 0.00% | +8 | New |
| BKM Wealth Management, LLC | 9 | $5.23K | 0.00% | +9 | New |
| Salomon & Ludwin, LLC | 12 | $5.50K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $5.81K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $5.81K | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 10 | $5.81K | 0.00% | +10 | New |
| Clear Street Markets LLC | 11 | $6.00K | 0.00% | −4−26.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 11 | $6.39K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 10 | $6.82K | 0.00% | +10 | New |
| Eagle Bay Advisors LLC | 12 | $6.98K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 12 | $6.98K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 12 | $6.98K | 0.00% | +9+300.0% | Added |
| Tradition Wealth Management, LLC | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 13 | $7.56K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 13 | $7.56K | 0.01% | +13 | New |
| Dunhill Financial, LLC | 14 | $7.88K | 0.01% | +14 | New |
| Avion Wealth | 13 | $8.00K | 0.00% | +2+18.2% | Added |
| Financial Perspectives, Inc | 14 | $8.02K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $8.14K | 0.00% | −1−6.7% | Reduced |
| Sound Income Strategies, LLC | 15 | $8.72K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 15 | $8.75K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 15 | $8.77K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 16 | $9.30K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 18 | $10.5K | 0.00% | −1,192−98.5% | Reduced |
| FinTrust Capital Advisors, LLC | 18 | $10.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 18 | $10.5K | 0.00% | +3+20.0% | Added |
| Tidemark, LLC | 18 | $10.5K | 0.01% | +18 | New |
| Atlantic Trust, LLC | 20 | $11.6K | 0.00% | −20−50.0% | Reduced |
| Macroview Investment Management LLC | 20 | $11.7K | 0.01% | +2+11.1% | Added |
| Cetera Trust Company, N.A | 21 | $12.2K | 0.01% | +21 | New |
| Focused Wealth Management, Inc | 22 | $12.8K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 22 | $12.8K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 22 | $13.0K | 0.01% | +22 | New |
| Sofos Investments, Inc. | 22 | $13.1K | 0.00% | +20+1,000.0% | Added |
| ORG Partners LLC | 23 | $13.7K | 0.00% | +1+4.5% | Added |
| VisionPoint Advisory Group, LLC | 24 | $14.0K | 0.01% | −11−31.4% | Reduced |
| Manchester Capital Management LLC | 24 | $14.0K | 0.00% | +14+140.0% | Added |
| Harbor Investment Advisory, LLC | 25 | $14.5K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $14.5K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 25 | $14.5K | 0.00% | +25 | New |
| Fairfield Financial Advisors, LTD | 25 | $14.6K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 26 | $15.2K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 27 | $15.7K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 27 | $15.7K | 0.01% | +27 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 27 | $16.0K | 0.01% | +27 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 28 | $16.3K | 0.01% | +1+3.7% | Added |
| Abound Wealth Management | 28 | $16.5K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 29 | $16.9K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 30 | $17.4K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 30 | $17.4K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 30 | $17.4K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 30 | $17.4K | 0.00% | +19+172.7% | Added |
| Northwest Bank & Trust Co | 31 | $18.0K | 0.02% | +31 | New |
| Cedar Mountain Advisors, LLC | 32 | $18.6K | 0.01% | +32 | New |
| DiNuzzo Private Wealth, Inc. | 32 | $18.6K | 0.00% | +32 | New |
| Tacita Capital Inc | 33 | $19.2K | 0.01% | +33 | New |
| Beaird Harris Wealth Management, LLC | 33 | $19.2K | 0.00% | +33 | New |
| Quent Capital, LLC | 34 | $19.8K | 0.00% | +2+6.3% | Added |
| Altshuler Shaham Ltd | 35 | $20.3K | 0.00% | −10−22.2% | Reduced |
| Spectrum Wealth Counsel, LLC | 35 | $20.3K | 0.00% | +35 | New |
| Red Tortoise LLC | 36 | $20.9K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 36 | $21.2K | 0.01% | +9+33.3% | Added |
| Quarry LP | 42 | $24.4K | 0.01% | +1+2.4% | Added |