| Bryn Mawr Trust Co | 1 | $139 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $166 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 2 | $278 | 0.00% | −1−33.3% | Reduced |
| Motco | 2 | $278 | 0.00% | +2 | New |
| Silicon Valley Capital Partners | 2 | $281 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3 | $417 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $417 | 0.00% | +1+50.0% | Added |
| Highline Wealth Partners LLC | 3 | $417 | 0.00% | +3 | New |
| Nvest Wealth Strategies, Inc. | 3 | $417 | 0.00% | +3 | New |
| Whittier Trust Co of Nevada Inc | 3 | $425 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 4 | $556 | 0.00% | −4−50.0% | Reduced |
| NVWM, LLC | 4 | $556 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 4 | $556 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $556 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4 | $556 | 0.00% | +4 | New |
| Plante Moran Financial Advisors, LLC | 4 | $556 | 0.00% | +4 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $693 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $695 | 0.00% | −5−50.0% | Reduced |
| TFC Financial Management | 5 | $695 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $695 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $695 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 6 | $889 | 0.00% | +1+20.0% | Added |
| Ancora Advisors, LLC | 7 | $973 | 0.00% | −431−98.4% | Reduced |
| Hilton Head Capital Partners, LLC | 8 | $1.11K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 8 | $1.11K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 9 | $1.25K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 11 | $1.53K | 0.00% | −290−96.3% | Reduced |
| South State Corp. | 11 | $1.53K | 0.00% | −3−21.4% | Reduced |
| American Capital Advisory, LLC | 11 | $1.53K | 0.00% | −1−8.3% | Reduced |
| Cornerstone Planning Group LLC | 12 | $1.60K | 0.00% | −1−7.7% | Reduced |
| West Paces Advisors Inc. | 12 | $1.67K | 0.00% | +12 | New |
| Arlington Trust Co LLC | 13 | $1.81K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 15 | $1.81K | 0.00% | +15 | New |
| SWAN Capital LLC | 14 | $1.91K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 14 | $1.95K | 0.00% | +14 | New |
| Strategic Wealth Partners, Ltd. | 15 | $2.08K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $2.08K | 0.00% | +2+15.4% | Added |
| Principia Wealth Advisory, LLC | 15 | $2.08K | 0.00% | +11+275.0% | Added |
| TD Capital Management LLC | 15 | $2.09K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 16 | $2.22K | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 16 | $2.22K | 0.00% | −5−23.8% | Reduced |
| Clark Wealth Partners | 17 | $2.36K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $2.36K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 18 | $2.50K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 18 | $2.50K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 18 | $2.50K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 20 | $2.78K | 0.00% | −2,191−99.1% | Reduced |
| HGK Asset Management Inc | 20 | $2.78K | 0.00% | +20 | New |
| Wilkerson Advisory Group LLC | 24 | $3.33K | 0.00% | −24−50.0% | Reduced |
| Concord Wealth Partners | 24 | $3.33K | 0.00% | +24 | New |
| Anchor Investment Management, LLC | 27 | $3.71K | 0.00% | −140−83.8% | Reduced |
| Clear Street Markets LLC | 27 | $3.75K | 0.00% | −2,136−98.8% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 27 | $3.75K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 29 | $4.03K | 0.00% | +3+11.5% | Added |
| Wall Street Access Asset Management, LLC | 29 | $4.03K | 0.00% | +29 | New |
| Grove Bank & Trust | 32 | $4.45K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 32 | $4.45K | 0.00% | +32 | New |
| International Assets Investment Management, LLC | 34 | $4.76K | 0.00% | +4+13.3% | Added |
| Hughes Financial Services, LLC | 35 | $4.86K | 0.00% | +31+775.0% | Added |
| Smithfield Trust Co | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 37 | $5.14K | 0.00% | −6−14.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 38 | $5.28K | 0.00% | +16+72.7% | Added |
| Bruce G. Allen Investments, LLC | 39 | $5.42K | 0.00% | −3−7.1% | Reduced |
| Rialto Wealth Management, LLC | 39 | $5.42K | 0.00% | +35+875.0% | Added |
| Boreal Capital Management LLC | 40 | $5.56K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 40 | $5.56K | 0.00% | +20+100.0% | Added |
| Private Wealth Management Group, LLC | 42 | $5.84K | 0.00% | −5−10.6% | Reduced |
| Covestor Ltd | 43 | $6.00K | 0.00% | −107−71.3% | Reduced |
| Ogorek Anthony Joseph | 46 | $6.00K | 0.00% | −25−35.2% | Reduced |
| Manchester Capital Management LLC | 46 | $6.39K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 47 | $6.52K | 0.03% | +1+2.2% | Added |
| Colonial Trust Co | 47 | $6.53K | 0.00% | +2+4.4% | Added |
| Westfuller Advisors, LLC | 49 | $6.80K | 0.00% | +14+40.0% | Added |
| Kemnay Advisory Services Inc. | 49 | $6.81K | 0.00% | +2+4.3% | Added |
| Continuum Advisory, LLC | 54 | $7.50K | 0.00% | +54 | New |
| Horizon Financial Services, LLC | 56 | $7.78K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 56 | $7.78K | 0.00% | +14+33.3% | Added |
| Capital Advisors, Ltd. LLC | 57 | $8.00K | 0.00% | +1+1.8% | Added |
| Frazier Financial Advisors, LLC | 58 | $8.06K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 61 | $8.47K | 0.00% | −1−1.6% | Reduced |
| Silver Grove Financial Group, Inc. | 62 | $8.61K | 0.00% | +62 | New |
| GW&K Investment Management, LLC | 66 | $9.00K | 0.00% | +44+200.0% | Added |
| Salem Investment Counselors Inc | 65 | $9.03K | 0.00% | −25−27.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 66 | $9.17K | 0.00% | +66 | New |
| MV Capital Management, Inc. | 68 | $9.45K | 0.00% | +25+58.1% | Added |
| DT Investment Partners, LLC | 69 | $9.59K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 71 | $9.93K | 0.00% | +7+10.9% | Added |
| Capital Analysts, LLC | 75 | $10.0K | 0.00% | −41−35.3% | Reduced |
| Aventus Investment Advisors, Inc. | 75 | $10.4K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 76 | $10.6K | 0.00% | +10+15.2% | Added |
| Farmers & Merchants Investments Inc | 78 | $10.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 81 | $11.3K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 85 | $11.8K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 87 | $12.1K | 0.00% | +12+16.0% | Added |
| Kingdom Financial Group LLC. | 95 | $13.3K | 0.00% | +1+1.1% | Added |
| Manning & Napier Advisors LLC | 96 | $13.5K | 0.00% | +66+220.0% | Added |
| Field & Main Bank | 100 | $13.9K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $13.9K | 0.00% | 00.0% | Unchanged |