| WealthTrak Capital Management LLC | 1 | $122 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $242 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $243 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $243 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $243 | 0.00% | +2 | New |
| Bare Financial Services, Inc | 4 | $485 | 0.00% | −3−42.9% | Reduced |
| Atlantic Trust, LLC | 4 | $486 | 0.00% | +4 | New |
| Medallion Wealth Advisors, LLC | 4 | $493 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 5 | $607 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $607 | 0.00% | +3+150.0% | Added |
| AdvisorNet Financial, Inc | 5 | $607 | 0.00% | +3+150.0% | Added |
| DecisionPoint Financial, LLC | 5 | $616 | 0.00% | +5 | New |
| Key Financial Inc | 6 | $728 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $728 | 0.00% | +3+100.0% | Added |
| TFC Financial Management | 6 | $729 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $850 | 0.00% | −12−63.2% | Reduced |
| Financial Management Professionals, Inc. | 7 | $850 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 7 | $850 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7 | $850 | 0.00% | −8−53.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 8 | $970 | 0.00% | +8 | New |
| Roble, Belko & Company, Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $1.21K | 0.00% | +5+100.0% | Added |
| South State Corp. | 10 | $1.21K | 0.00% | +6+150.0% | Added |
| Tortoise Investment Management, LLC | 10 | $1.21K | 0.00% | +10 | New |
| Transce3nd, LLC | 12 | $1.46K | 0.00% | +12 | New |
| Activest Wealth Management | 13 | $1.58K | 0.00% | +13 | New |
| Golden State Wealth Management, LLC | 15 | $1.82K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 16 | $1.94K | 0.00% | +16 | New |
| Princeton Global Asset Management LLC | 16 | $1.94K | 0.00% | +16 | New |
| Cromwell Holdings LLC | 16 | $1.94K | 0.00% | +16 | New |
| TD Capital Management LLC | 17 | $2.03K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 17 | $2.06K | 0.00% | +17 | New |
| Prestige Wealth Management Group LLC | 19 | $2.31K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 25 | $3.13K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 30 | $3.64K | 0.00% | +30 | New |
| Hemington Wealth Management | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 31 | $4.00K | 0.00% | +12+63.2% | Added |
| Park Square Financial Group, LLC | 38 | $4.61K | 0.00% | −62−62.0% | Reduced |
| Vermillion Wealth Management, Inc. | 38 | $4.61K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $4.85K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 40 | $4.85K | 0.00% | +2+5.3% | Added |
| Beacon Capital Management, LLC | 42 | $5.10K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $6.07K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 50 | $6.07K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 57 | $6.90K | 0.02% | +19+50.0% | Added |
| Parkside Financial Bank & Trust | 62 | $7.53K | 0.00% | +2+3.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 66 | $8.01K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 68 | $8.25K | 0.00% | −15−18.1% | Reduced |
| New England Capital Financial Advisors LLC | 70 | $8.50K | 0.00% | +70 | New |
| Brown Brothers Harriman & Co | 73 | $8.86K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 73 | $8.86K | 0.00% | +9+14.1% | Added |
| Cornerstone Planning Group LLC | 71 | $8.94K | 0.00% | −81−53.3% | Reduced |
| Valley National Advisers Inc | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 80 | $9.38K | 0.00% | +80 | New |
| Harbor Investment Advisory, LLC | 80 | $9.71K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 82 | $9.95K | 0.00% | +49+148.5% | Added |
| Salomon & Ludwin, LLC | 87 | $10.8K | 0.00% | +87 | New |
| Mid-American Wealth Advisory Group, Inc. | 90 | $10.9K | 0.01% | +90 | New |
| Private Wealth Management Group, LLC | 91 | $11.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 92 | $11.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 95 | $11.5K | 0.00% | −40−29.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 100 | $12.1K | 0.00% | +100 | New |
| Maseco LLP | 103 | $12.5K | 0.00% | +103 | New |
| GW&K Investment Management, LLC | 106 | $13.0K | 0.00% | −4−3.6% | Reduced |
| Salem Investment Counselors Inc | 110 | $13.3K | 0.00% | −78−41.5% | Reduced |
| Peregrine Capital Management LLC | 110 | $13.3K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 129 | $15.7K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 132 | $16.0K | 0.00% | −3,561−96.4% | Reduced |
| Ronald Blue Trust, Inc. | 134 | $16.3K | 0.00% | +10+8.1% | Added |
| Parvin Asset Management, LLC | 136 | $16.5K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 141 | $17.1K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 143 | $17.3K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 155 | $18.8K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 173 | $21.0K | 0.01% | +2+1.2% | Added |
| BankPlus Trust Department | 177 | $21.5K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 191 | $23.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 196 | $24.0K | 0.01% | +15+8.3% | Added |
| True Wealth Design, LLC | 204 | $24.8K | 0.01% | +168+466.7% | Added |
| Rialto Wealth Management, LLC | 208 | $25.2K | 0.01% | −1−0.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 209 | $25.4K | 0.00% | +209 | New |
| Whittier Trust Co of Nevada Inc | 219 | $26.6K | 0.00% | +17+8.4% | Added |
| Ameritas Advisory Services, LLC | 232 | $28.2K | 0.00% | +232 | New |
| Addison Advisors LLC | 240 | $29.1K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 250 | $30.3K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 255 | $30.9K | 0.00% | +14+5.8% | Added |
| HHM Wealth Advisors, LLC | 260 | $31.6K | 0.00% | −10−3.7% | Reduced |
| Crossingbridge Advisors, LLC | 1,000 | $32.3K | 0.03% | −4,000−80.0% | Reduced |
| St Germain D J Co Inc | 281 | $34.1K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 281 | $34.1K | 0.00% | +281 | New |
| Atlantic Edge Private Wealth Management, LLC | 281 | $34.1K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 287 | $34.8K | 0.00% | +9+3.2% | Added |
| Credit Industriel Et Commercial | 297 | $36.0K | 0.01% | +297 | New |
| 1248 Management, LLC | 303 | $36.8K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 314 | $38.1K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 318 | $38.6K | 0.01% | +2+0.6% | Added |
| Massmutual Trust Co FSB | 356 | $43.2K | 0.00% | +127+55.5% | Added |
| Ransom Advisory, Ltd | 360 | $43.7K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 372 | $45.1K | 0.00% | +227+156.6% | Added |
| Caldwell Trust Co | 400 | $48.5K | 0.00% | +400 | New |
| CoreCap Advisors, LLC | 408 | $49.5K | 0.00% | −96−19.0% | Reduced |