| Financial Management Professionals, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 2 | $118 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2 | $118 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 2 | $118 | 0.00% | +2 | New |
| Smartleaf Asset Management LLC | 8 | $237 | 0.00% | +8 | New |
| Kelly Lawrence W & Associates Inc | 5 | $295 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $295 | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 5 | $295 | 0.00% | +5 | New |
| Brown Brothers Harriman & Co | 9 | $532 | 0.00% | −253−96.6% | Reduced |
| Richard W. Paul & Associates, LLC | 9 | $532 | 0.00% | +9 | New |
| SRS Capital Advisors, Inc. | 11 | $650 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 12 | $709 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $772 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $887 | 0.00% | −14−48.3% | Reduced |
| VisionPoint Advisory Group, LLC | 16 | $945 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 16 | $946 | 0.00% | −107−87.0% | Reduced |
| Ronald Blue Trust, Inc. | 25 | $1.00K | 0.00% | −7−21.9% | Reduced |
| Hollencrest Capital Management | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 17 | $1.00K | 0.00% | +17 | New |
| Fortis Group Advisors, LLC | 18 | $1.06K | 0.00% | +9+100.0% | Added |
| Able Wealth Management LLC | 18 | $1.06K | 0.00% | +18 | New |
| Laurel Wealth Advisors LLC | 19 | $1.12K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 20 | $1.18K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 21 | $1.24K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 22 | $1.30K | 0.00% | +22 | New |
| GHP Investment Advisors, Inc. | 22 | $1.31K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 23 | $1.36K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 24 | $1.42K | 0.00% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $1.42K | 0.00% | +24 | New |
| ICA Group Wealth Management, LLC | 25 | $1.49K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 28 | $1.66K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 29 | $1.71K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 29 | $1.71K | 0.00% | +29 | New |
| Gradient Investments LLC | 29 | $1.72K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 30 | $1.77K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 35 | $2.09K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 36 | $2.13K | 0.00% | +36 | New |
| USA Financial Portformulas Corp | 39 | $2.31K | 0.00% | −1,841−97.9% | Reduced |
| Sachetta, LLC | 43 | $2.54K | 0.00% | +43 | New |
| Whittier Trust Co | 46 | $2.72K | 0.00% | +3+7.0% | Added |
| Piscataqua Savings Bank | 46 | $2.72K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 49 | $2.90K | 0.00% | +40+444.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 52 | $3.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 52 | $3.07K | 0.00% | +4+8.3% | Added |
| Beacon Capital Management, LLC | 61 | $3.23K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 58 | $3.43K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 64 | $3.78K | 0.00% | −30−31.9% | Reduced |
| Northwest Capital Management Inc | 66 | $3.90K | 0.00% | +66 | New |
| Steward Partners Investment Advisory, LLC | 71 | $4.20K | 0.00% | −271−79.2% | Reduced |
| Prestige Wealth Management Group LLC | 75 | $4.41K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 80 | $4.71K | 0.00% | −108−57.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 84 | $4.96K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 88 | $5.20K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 91 | $5.38K | 0.00% | +9+11.0% | Added |
| McIlrath & Eck, LLC | 97 | $5.73K | 0.00% | +5+5.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 104 | $6.00K | 0.00% | +94+940.0% | Added |
| Farmers & Merchants Investments Inc | 105 | $6.20K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 107 | $6.32K | 0.00% | −400−78.9% | Reduced |
| Clearstead Advisors, LLC | 107 | $6.32K | 0.00% | +49+84.5% | Added |
| DHJJ Financial Advisors, Ltd. | 114 | $6.74K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 115 | $6.82K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 117 | $6.94K | 0.00% | −9−7.1% | Reduced |
| JFS Wealth Advisors, LLC | 118 | $6.97K | 0.00% | +10+9.3% | Added |
| Valley National Advisers Inc | 130 | $7.00K | 0.00% | +130 | New |
| Private Wealth Management Group, LLC | 123 | $7.27K | 0.00% | +123 | New |
| Private Trust Co NA | 126 | $7.45K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 131 | $7.74K | 0.00% | −14−9.7% | Reduced |
| AllSquare Wealth Management LLC | 149 | $8.80K | 0.01% | +149 | New |
| Anchor Investment Management, LLC | 150 | $8.86K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 160 | $8.97K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 166 | $9.81K | 0.00% | +166 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 170 | $10.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 179 | $10.6K | 0.00% | +125+231.5% | Added |
| Sandy Spring Bank | 180 | $10.6K | 0.00% | +29+19.2% | Added |
| Financial Perspectives, Inc | 182 | $10.8K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 184 | $10.9K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 185 | $10.9K | 0.00% | +5+2.8% | Added |
| Bessemer Group Inc | 183 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 193 | $11.4K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 196 | $11.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 196 | $11.6K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $11.8K | 0.01% | – | – |
| Rakuten Securities, Inc. | 200 | $11.8K | 0.01% | +200 | New |
| Hoese & Co LLP | 224 | $11.9K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 210 | $12.4K | 0.01% | +210 | New |
| Creative Financial Designs Inc | 211 | $12.5K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 223 | $13.0K | 0.01% | +223 | New |
| LGT Financial Advisors LLC | 232 | $13.7K | 0.02% | −25−9.7% | Reduced |
| Cambridge Trust Co | 247 | $14.6K | 0.00% | +247 | New |
| Ci Investments Inc. | 248 | $15.0K | 0.00% | +1+0.4% | Added |
| Trust Co of Vermont | 275 | $16.3K | 0.00% | +75+37.5% | Added |
| Systematic Financial Management LP | 290 | $17.1K | 0.00% | −230−44.2% | Reduced |
| Eagle Bay Advisors LLC | 295 | $17.4K | 0.01% | −30−9.2% | Reduced |
| Colonial Trust Advisors | 301 | $17.8K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 324 | $19.2K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 326 | $19.3K | 0.00% | 00.0% | Unchanged |