| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Annapolis Financial Services, LLC | 0 | $130 | 0.00% | 0 | New |
| Continuum Advisory, LLC | 1 | $577 | 0.00% | −4−80.0% | Reduced |
| West Paces Advisors Inc. | 1 | $925 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1 | $925 | 0.00% | +1 | New |
| Claris Advisors, LLC | 1 | $925 | 0.00% | +1 | New |
| Colonial Trust Co | 1 | $925 | 0.00% | +1 | New |
| JDM Financial Group LLC | 1 | $925 | 0.00% | +1 | New |
| Voisard Asset Management Group, Inc. | 1 | $925 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $1.85K | 0.00% | −1−33.3% | Reduced |
| TFC Financial Management | 2 | $1.85K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $1.85K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2 | $1.85K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $1.85K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 2 | $1.85K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2 | $1.85K | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 2 | $1.85K | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $1.85K | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 3 | $2.46K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $2.47K | 0.00% | −8,142−100.0% | Reduced |
| Albion Financial Group | 3 | $2.77K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $2.77K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $2.78K | 0.00% | +1+50.0% | Added |
| Hazlett, Burt & Watson, Inc. | 3 | $3.00K | 0.00% | +3 | New |
| Kozak & Associates, Inc. | 4 | $3.64K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 4 | $3.70K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 4 | $3.70K | 0.00% | +4 | New |
| MCF Advisors LLC | 4 | $3.70K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $4.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $4.62K | 0.00% | −1−16.7% | Reduced |
| Bruce G. Allen Investments, LLC | 5 | $4.62K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5 | $4.62K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $4.63K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 6 | $4.71K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 5 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 6 | $5.55K | 0.00% | −6−50.0% | Reduced |
| Macroview Investment Management LLC | 6 | $5.55K | 0.01% | −4−40.0% | Reduced |
| Pittenger & Anderson Inc | 6 | $5.55K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 6 | $5.55K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $5.55K | 0.00% | +2+50.0% | Added |
| Proffitt & Goodson Inc | 6 | $5.55K | 0.00% | +6 | New |
| REAP Financial Group, LLC | 6 | $5.59K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 7 | $6.47K | 0.00% | +2+40.0% | Added |
| Itau Unibanco Holding S.A. | 8 | $7.40K | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 9 | $8.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 9 | $8.32K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $8.32K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $8.32K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 9 | $8.37K | 0.00% | +1+12.5% | Added |
| Abound Wealth Management | 10 | $8.89K | 0.00% | +2+25.0% | Added |
| Hemington Wealth Management | 12 | $9.00K | 0.00% | +12 | New |
| Dunhill Financial, LLC | 10 | $9.05K | 0.00% | +5+100.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $9.24K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $9.24K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 10 | $9.26K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 10 | $9.28K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 10 | $9.28K | 0.00% | +10 | New |
| Harbor Investment Advisory, LLC | 11 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 11 | $10.2K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 11 | $10.2K | 0.00% | +11 | New |
| Coppell Advisory Solutions LLC | 11 | $10.2K | 0.00% | −38−77.6% | Reduced |
| Strengthening Families & Communities, LLC | 11 | $10.2K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $11.0K | 0.00% | +2+20.0% | Added |
| Atwood & Palmer Inc | 12 | $11.1K | 0.00% | −28−70.0% | Reduced |
| Davidson Capital Management Inc. | 12 | $11.1K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 12 | $11.1K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 12 | $11.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $11.1K | 0.00% | +10+500.0% | Added |
| Talon Private Wealth, LLC | 13 | $12.0K | 0.00% | +13 | New |
| Twin Tree Management, LP | 13 | $12.0K | 0.00% | −15,592−99.9% | Reduced |
| Harbour Investments, Inc. | 13 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 14 | $12.9K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 15 | $13.9K | 0.01% | +4+36.4% | Added |
| Sachetta, LLC | 15 | $13.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $14.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16 | $14.8K | 0.00% | +6+60.0% | Added |
| Tucker Asset Management LLC | 17 | $15.7K | 0.00% | −1−5.6% | Reduced |
| Creative Financial Designs Inc | 17 | $15.7K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 17 | $15.7K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 17 | $15.7K | 0.01% | +17 | New |
| Morgan Dempsey Capital Management LLC | 19 | $17.6K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 19 | $17.6K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 20 | $18.0K | 0.00% | +8+66.7% | Added |
| Tradewinds Capital Management, LLC | 20 | $18.5K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 21 | $19.0K | 0.00% | −99−82.5% | Reduced |
| Raleigh Capital Management Inc. | 21 | $19.4K | 0.01% | +2+10.5% | Added |
| AdvisorNet Financial, Inc | 22 | $20.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 22 | $20.3K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 24 | $22.2K | 0.00% | +24 | New |
| Financial Perspectives, Inc | 24 | $22.3K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 25 | $23.0K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $23.1K | 0.00% | −19−43.2% | Reduced |
| Anchor Investment Management, LLC | 25 | $23.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 26 | $24.0K | 0.00% | −107−80.5% | Reduced |
| Farmers & Merchants Investments Inc | 28 | $25.9K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 47 | $28.3K | 0.02% | −708−93.8% | Reduced |
| Bell Investment Advisors, Inc | 31 | $28.7K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 31 | $28.7K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 31 | $28.8K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 32 | $29.0K | 0.00% | +26+433.3% | Added |