| Dogwood Wealth Management LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Sandy Spring Bank | 1 | $699 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $699 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $719 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1 | $1.00K | 0.00% | +1 | New |
| Delta Asset Management LLC | 2 | $1.40K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 2 | $1.40K | 0.00% | +2 | New |
| Western Pacific Wealth Management, LP | 2 | $1.40K | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 2 | $1.40K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 3 | $2.10K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3 | $2.10K | 0.00% | −4−57.1% | Reduced |
| TFC Financial Management | 3 | $2.10K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $2.10K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 3 | $2.10K | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $2.13K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3 | $2.23K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 4 | $3.00K | 0.00% | −23−85.2% | Reduced |
| Ulland Investment Advisors, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Creekmur Asset Management LLC | 5 | $3.44K | 0.00% | −2−28.6% | Reduced |
| Sachetta, LLC | 6 | $3.49K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 5 | $3.49K | 0.00% | −30−85.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 5 | $3.49K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 5 | $3.49K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $3.49K | 0.00% | +2+66.7% | Added |
| Salem Investment Counselors Inc | 5 | $3.49K | 0.00% | +5 | New |
| Pingora Partners LLC | 5 | $3.49K | 0.00% | +5 | New |
| Rosenberg Matthew Hamilton | 5 | $3.55K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 5 | $3.58K | 0.00% | −15−75.0% | Reduced |
| North Star Investment Management Corp. | 6 | $4.19K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $4.19K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 6 | $4.19K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 6 | $4.19K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 6 | $4.19K | 0.00% | +6 | New |
| Toth Financial Advisory Corp | 6 | $4.19K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $4.19K | 0.00% | +6 | New |
| Tower View Investment Management & Research LLC | 7 | $4.89K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 9 | $6.29K | 0.00% | −3−25.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 9 | $6.29K | 0.00% | +9 | New |
| Private Wealth Management Group, LLC | 9 | $6.29K | 0.00% | −1−10.0% | Reduced |
| Adirondack Trust Co | 10 | $6.99K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $6.99K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 10 | $6.99K | 0.01% | +10 | New |
| Oliver Lagore Vanvalin Investment Group | 11 | $7.68K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 12 | $8.38K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 12 | $8.38K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 12 | $8.38K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12 | $8.38K | 0.00% | +12 | New |
| Abich Financial Wealth Management LLC | 12 | $8.38K | 0.01% | +12 | New |
| Financial Perspectives, Inc | 14 | $9.66K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 14 | $9.78K | 0.01% | +1+7.7% | Added |
| Redmont Wealth Advisors LLC | 14 | $9.78K | 0.01% | +14 | New |
| SJS Investment Consulting Inc. | 14 | $9.78K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 15 | $10.5K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $10.5K | 0.01% | +6+66.7% | Added |
| Glen Eagle Advisors, LLC | 15 | $10.5K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 15 | $10.6K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $10.7K | 0.01% | +1+7.1% | Added |
| Avion Wealth | 15 | $11.0K | 0.00% | +2+15.4% | Added |
| Financial Management Professionals, Inc. | 16 | $11.0K | 0.00% | +9+128.6% | Added |
| Quarry LP | 16 | $11.2K | 0.00% | −26−61.9% | Reduced |
| McIlrath & Eck, LLC | 16 | $11.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $11.9K | 0.00% | −1−5.6% | Reduced |
| Delos Wealth Advisors, LLC | 17 | $11.9K | 0.01% | +16+1,600.0% | Added |
| WR Wealth Planners, LLC | 18 | $12.6K | 0.00% | +18 | New |
| FinTrust Capital Advisors, LLC | 18 | $12.6K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 18 | $12.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 20 | $14.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 20 | $14.0K | 0.00% | +20 | New |
| Wetzel Investment Advisors, Inc. | 22 | $14.2K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 21 | $14.7K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 22 | $16.0K | 0.03% | −1−4.3% | Reduced |
| ClariVest Asset Management LLC | 23 | $16.1K | 0.00% | −23,902−99.9% | Reduced |
| Raffa Wealth Management, LLC | 23 | $16.1K | 0.00% | −2−8.0% | Reduced |
| VisionPoint Advisory Group, LLC | 24 | $16.8K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 24 | $16.8K | 0.00% | +11+84.6% | Added |
| Core Alternative Capital | 26 | $18.2K | 0.00% | −44−62.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 26 | $18.2K | 0.00% | −7−21.2% | Reduced |
| PFS Partners, LLC | 26 | $18.3K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 27 | $18.9K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $18.9K | 0.00% | +17+170.0% | Added |
| Abound Wealth Management | 27 | $19.2K | 0.01% | −1−3.6% | Reduced |
| Crewe Advisors LLC | 28 | $19.6K | 0.00% | +28 | New |
| AdvisorNet Financial, Inc | 29 | $20.3K | 0.00% | −46−61.3% | Reduced |
| Syntax Research, Inc. | 29 | $20.3K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 30 | $21.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 30 | $21.0K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 31 | $21.4K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 32 | $22.4K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $22.4K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 33 | $23.1K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 34 | $23.8K | 0.00% | +9+36.0% | Added |
| Spectrum Wealth Counsel, LLC | 35 | $24.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 35 | $24.4K | 0.00% | +1+2.9% | Added |
| Carolinas Wealth Consulting LLC | 35 | $24.4K | 0.00% | +5+16.7% | Added |
| Red Tortoise LLC | 36 | $25.1K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 39 | $27.2K | 0.01% | −93−70.5% | Reduced |
| Cedar Wealth Management, LLC | 39 | $27.2K | 0.01% | +17+77.3% | Added |
| Laurel Wealth Advisors LLC | 41 | $28.6K | 0.00% | +41 | New |
| Fortitude Family Office, LLC | 43 | $30.0K | 0.02% | 00.0% | Unchanged |