| Avion Wealth | 8 | $0 | 0.00% | +2+33.3% | Added |
| Comerica Bank | 36,908 | $6 | 0.00% | +36,908 | New |
| Rosenberg Matthew Hamilton | 1 | $124 | 0.00% | −306−99.7% | Reduced |
| Tfo-TDC, LLC | 1 | $124 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $248 | 0.00% | +2 | New |
| Venturi Wealth Management, LLC | 3 | $372 | 0.00% | +3 | New |
| M&R Capital Management Inc | 5 | $618 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $618 | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 5 | $619 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 6 | $731 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 6 | $743 | 0.00% | +6 | New |
| McIlrath & Eck, LLC | 7 | $866 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 7 | $866 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 8 | $991 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 10 | $1.00K | 0.00% | +10 | New |
| Safeguard Financial, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Disciplined Investments, LLC | 10 | $1.24K | 0.00% | −3−23.1% | Reduced |
| Toth Financial Advisory Corp | 10 | $1.24K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 11 | $1.36K | 0.00% | +1+10.0% | Added |
| Gradient Investments LLC | 12 | $1.49K | 0.00% | −3−20.0% | Reduced |
| Northwest Capital Management Inc | 12 | $1.49K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 12 | $1.49K | 0.00% | +4+50.0% | Added |
| Carolinas Wealth Consulting LLC | 14 | $1.73K | 0.00% | −4−22.2% | Reduced |
| Baker Avenue Asset Management, LP | 15 | $1.86K | 0.00% | −7−31.8% | Reduced |
| Castleview Partners, LLC | 17 | $2.05K | 0.00% | +1+6.3% | Added |
| Tucker Asset Management LLC | 17 | $2.10K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 17 | $2.10K | 0.00% | +17 | New |
| Lee Financial Co | 18 | $2.23K | 0.00% | +6+50.0% | Added |
| Horan Securities, Inc. | 18 | $2.25K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 19 | $2.35K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 19 | $2.36K | 0.00% | −90−82.6% | Reduced |
| Harbour Investments, Inc. | 21 | $2.60K | 0.00% | +6+40.0% | Added |
| Sofos Investments, Inc. | 124 | $2.61K | 0.01% | +4+3.3% | Added |
| Bradley & Co. Private Wealth Management, LLC | 22 | $2.72K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 22 | $2.73K | 0.00% | +4+22.2% | Added |
| Piershale Financial Group, Inc. | 23 | $2.85K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 23 | $2.85K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 24 | $2.97K | 0.00% | +24 | New |
| SkyView Investment Advisors, LLC | 21 | $3.00K | 0.00% | +11+110.0% | Added |
| Ridgewood Investments LLC | 24 | $3.02K | 0.00% | −2−7.7% | Reduced |
| Column Capital Advisors, LLC | 28 | $3.46K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $3.47K | 0.00% | −3−9.7% | Reduced |
| Colonial Trust Advisors | 29 | $3.59K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34 | $4.21K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 34 | $4.21K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 35 | $4.33K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 41 | $5.00K | 0.00% | +1+2.5% | Added |
| Capital Advisors, Ltd. LLC | 44 | $5.00K | 0.00% | +44 | New |
| TCTC Holdings, LLC | 41 | $5.07K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 44 | $5.45K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 45 | $5.57K | 0.00% | +17+60.7% | Added |
| Costello Asset Management, INC | 45 | $5.57K | 0.00% | +45 | New |
| AllSquare Wealth Management LLC | 46 | $5.76K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 40 | $5.80K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 47 | $5.82K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 50 | $6.19K | 0.00% | +50 | New |
| Red Tortoise LLC | 52 | $6.44K | 0.00% | +52 | New |
| Mark Sheptoff Financial Planning, LLC | 53 | $6.56K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 53 | $6.56K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 53 | $6.56K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 57 | $7.04K | 0.00% | +57 | New |
| Webster Bank, N. A. | 59 | $7.30K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 59 | $7.30K | 0.00% | +18+43.9% | Added |
| DT Investment Partners, LLC | 55 | $7.63K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 63 | $7.80K | 0.00% | −19−23.2% | Reduced |
| Bogart Wealth, LLC | 64 | $7.92K | 0.00% | −29−31.2% | Reduced |
| KB Financial Partners, LLC | 63 | $8.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 68 | $8.00K | 0.00% | +68 | New |
| Psagot Value Holdings Ltd. / (Israel) | 61 | $8.00K | 0.00% | +61 | New |
| AdvisorNet Financial, Inc | 66 | $8.17K | 0.00% | −47−41.6% | Reduced |
| Grove Bank & Trust | 67 | $8.29K | 0.00% | −23−25.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 69 | $8.54K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 70 | $8.66K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 72 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 75 | $9.28K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 75 | $9.28K | 0.00% | +75 | New |
| Wellington Shields Capital Management, LLC | 78 | $9.66K | 0.00% | +1+1.3% | Added |
| Delta Asset Management LLC | 79 | $9.78K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 85 | $10.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 82 | $10.1K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 84 | $10.4K | 0.00% | −4−4.5% | Reduced |
| MV Capital Management, Inc. | 86 | $10.6K | 0.00% | −116−57.4% | Reduced |
| Wolff Wiese Magana LLC | 86 | $10.6K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 88 | $11.2K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 91 | $11.3K | 0.01% | −17−15.7% | Reduced |
| Farmers & Merchants Investments Inc | 91 | $11.3K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 91 | $11.3K | 0.00% | +91 | New |
| Glass Jacobson Investment Advisors llc | 107 | $13.2K | 0.01% | +107 | New |
| CNB Bank | 110 | $13.6K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 112 | $13.9K | 0.00% | −125−52.7% | Reduced |
| Ronald Blue Trust, Inc. | 124 | $14.0K | 0.00% | −449−78.4% | Reduced |
| Asset Dedication, LLC | 117 | $14.0K | 0.00% | −31−20.9% | Reduced |
| Achmea Investment Management B.V. | 113 | $14.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 116 | $14.4K | 0.01% | +116 | New |
| Hallmark Capital Management Inc | 125 | $15.5K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 131 | $16.2K | 0.00% | +11+9.2% | Added |
| Key Financial Inc | 131 | $16.3K | 0.01% | +33+33.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 132 | $16.3K | 0.00% | 00.0% | Unchanged |