| Dogwood Wealth Management LLC | 0 | $13 | 0.00% | 0 | Unchanged |
| Annapolis Financial Services, LLC | 1 | $403 | 0.00% | +1 | New |
| PEAK6 Investments LLC | 1 | $729 | 0.00% | −2−66.7% | Reduced |
| WestEnd Advisors, LLC | 1 | $774 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 1 | $774 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1 | $774 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $774 | 0.00% | +1 | New |
| JDM Financial Group LLC | 1 | $774 | 0.00% | +1 | New |
| Sandy Spring Bank | 1 | $775 | 0.00% | −6−85.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1 | $775 | 0.00% | −4−80.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $800 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2 | $1.51K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 2 | $1.55K | 0.00% | +2 | New |
| Ruedi Wealth Management, Inc. | 2 | $1.55K | 0.00% | −2−50.0% | Reduced |
| Horizon Financial Services, LLC | 2 | $1.55K | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $1.55K | 0.00% | +2 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 3 | $2.32K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 3 | $2.32K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 3 | $2.32K | 0.00% | +3 | New |
| Foster Dykema Cabot & Partners, LLC | 3 | $2.32K | 0.00% | +3 | New |
| Voisard Asset Management Group, Inc. | 3 | $2.32K | 0.00% | +3 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 4 | $3.10K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4 | $3.10K | 0.00% | +4 | New |
| VitalStone Financial, LLC | 4 | $3.10K | 0.00% | +4 | New |
| Ancora Advisors, LLC | 4 | $3.25K | 0.00% | +1+33.3% | Added |
| Rosenberg Matthew Hamilton | 5 | $3.87K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 5 | $3.87K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5 | $3.87K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $3.87K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5 | $3.87K | 0.00% | +4+400.0% | Added |
| ClariVest Asset Management LLC | 5 | $4.10K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $4.65K | 0.00% | −11−64.7% | Reduced |
| North Star Investment Management Corp. | 6 | $4.65K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 6 | $4.65K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 6 | $4.65K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 6 | $4.65K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 6 | $4.65K | 0.00% | −3−33.3% | Reduced |
| Creekmur Asset Management LLC | 7 | $5.11K | 0.00% | −19−73.1% | Reduced |
| Tower View Investment Management & Research LLC | 7 | $5.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $5.42K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 7 | $5.42K | 0.00% | +7 | New |
| Carolina Wealth Advisors, LLC | 7 | $5.42K | 0.00% | +7 | New |
| Salem Investment Counselors Inc | 8 | $6.20K | 0.00% | +3+60.0% | Added |
| Macroview Investment Management LLC | 8 | $6.20K | 0.01% | +8 | New |
| Adirondack Trust Co | 10 | $7.74K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $7.74K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $7.75K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 10 | $7.75K | 0.00% | +10 | New |
| Carmichael Hill & Associates, Inc. | 10 | $7.75K | 0.00% | +10 | New |
| Reston Wealth Management LLC | 11 | $8.52K | 0.00% | +11 | New |
| Optimum Investment Advisors | 12 | $9.29K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 12 | $9.29K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 12 | $9.29K | 0.00% | +6+100.0% | Added |
| New Age Alpha Advisors, LLC | 13 | $10.1K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 14 | $10.7K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $10.8K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 14 | $10.8K | 0.02% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 14 | $11.5K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $11.6K | 0.00% | +2+15.4% | Added |
| Copley Financial Group, Inc. | 15 | $11.6K | 0.01% | +15 | New |
| Financial Management Professionals, Inc. | 16 | $12.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 16 | $12.4K | 0.00% | −1−5.9% | Reduced |
| McIlrath & Eck, LLC | 16 | $12.4K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 16 | $12.4K | 0.00% | −1−5.9% | Reduced |
| Beacon Capital Management, LLC | 16 | $12.4K | 0.00% | +2+14.3% | Added |
| Arlington Trust Co LLC | 16 | $12.4K | 0.00% | +7+77.8% | Added |
| Capstone Investment Advisors, LLC | 17 | $13.2K | 0.00% | −175−91.1% | Reduced |
| Hobbs Group Advisors, LLC | 17 | $13.2K | 0.00% | +17 | New |
| Glen Eagle Advisors, LLC | 17 | $13.2K | 0.00% | +2+13.3% | Added |
| Tidemark, LLC | 18 | $13.9K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 18 | $13.9K | 0.01% | +3+20.0% | Added |
| Valued Wealth Advisors LLC | 19 | $14.7K | 0.01% | +1+5.6% | Added |
| Atlantic Trust, LLC | 20 | $15.5K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $16.0K | 0.00% | +3+16.7% | Added |
| Cornerstone Planning Group LLC | 23 | $16.0K | 0.00% | −11−32.4% | Reduced |
| HM Payson & Co | 21 | $16.3K | 0.00% | −1−4.5% | Reduced |
| Cetera Trust Company, N.A | 21 | $16.3K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 21 | $16.3K | 0.00% | +2+10.5% | Added |
| Cedar Wealth Management, LLC | 22 | $17.0K | 0.01% | −12−35.3% | Reduced |
| ORG Partners LLC | 22 | $17.5K | 0.00% | −2−8.3% | Reduced |
| Northwest Capital Management Inc | 23 | $17.8K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 24 | $18.6K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 25 | $19.5K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 26 | $20.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 26 | $20.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 26 | $20.1K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 26 | $20.1K | 0.00% | +26 | New |
| PFS Partners, LLC | 26 | $20.4K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 27 | $20.9K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 30 | $21.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 27 | $21.2K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 28 | $21.7K | 0.00% | +23+460.0% | Added |
| Cherry Tree Wealth Management, LLC | 29 | $22.5K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 29 | $22.5K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 30 | $23.2K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 30 | $23.2K | 0.00% | +30 | New |
| Dunhill Financial, LLC | 31 | $23.7K | 0.01% | +13+72.2% | Added |
| Northwest Bank & Trust Co | 31 | $24.0K | 0.02% | 00.0% | Unchanged |