| Sugarloaf Wealth Management, LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 2 | $151 | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 5 | $377 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $377 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 5 | $377 | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 6 | $453 | 0.00% | −5−45.5% | Reduced |
| CoreCap Advisors, LLC | 8 | $603 | 0.00% | +8 | New |
| Fortis Group Advisors, LLC | 9 | $679 | 0.00% | −9−50.0% | Reduced |
| WR Wealth Planners, LLC | 11 | $829 | 0.00% | +11 | New |
| Hilltop National Bank | 12 | $905 | 0.00% | +12 | New |
| Armstrong Advisory Group, Inc | 16 | $946 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 13 | $980 | 0.00% | −12−48.0% | Reduced |
| TFC Financial Management | 13 | $985 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 14 | $1.05K | 0.00% | +12+600.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $1.13K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 17 | $1.28K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 19 | $1.43K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 21 | $1.58K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 22 | $1.66K | 0.00% | +22 | New |
| GHP Investment Advisors, Inc. | 22 | $1.67K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 23 | $1.73K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $1.81K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $2.12K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 29 | $2.19K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 30 | $2.26K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 43 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 34 | $2.56K | 0.00% | +34 | New |
| Richard W. Paul & Associates, LLC | 34 | $2.56K | 0.00% | +25+277.8% | Added |
| Raleigh Capital Management Inc. | 35 | $2.64K | 0.00% | +35 | New |
| PFS Partners, LLC | 36 | $2.68K | 0.00% | +1+2.9% | Added |
| Financial Perspectives, Inc | 36 | $2.71K | 0.00% | −146−80.2% | Reduced |
| Capital Advisors, Ltd. LLC | 36 | $3.00K | 0.00% | +6+20.0% | Added |
| Whittier Trust Co | 43 | $3.24K | 0.00% | −3−6.5% | Reduced |
| Umb Bank N A | 43 | $3.24K | 0.00% | −283−86.8% | Reduced |
| Pineridge Advisors LLC | 45 | $3.39K | 0.00% | +45 | New |
| Piscataqua Savings Bank | 46 | $3.47K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 48 | $3.62K | 0.00% | +48 | New |
| SJS Investment Consulting Inc. | 50 | $3.77K | 0.00% | −2−3.8% | Reduced |
| Institutional & Family Asset Management, LLC | 52 | $3.92K | 0.00% | +40+333.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 54 | $4.07K | 0.00% | −10−15.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 57 | $4.33K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 58 | $4.37K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 58 | $4.37K | 0.00% | +6+11.5% | Added |
| Beacon Capital Management, LLC | 61 | $4.60K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 64 | $4.83K | 0.00% | +35+120.7% | Added |
| Northwest Capital Management Inc | 66 | $4.98K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 75 | $5.62K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 80 | $6.01K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 83 | $6.28K | 0.00% | −34−29.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 84 | $6.33K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 108 | $6.38K | 0.00% | +108 | New |
| Versant Capital Management, Inc | 88 | $6.63K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 91 | $6.86K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 100 | $7.52K | 0.00% | −85−45.9% | Reduced |
| Farmers & Merchants Investments Inc | 105 | $7.92K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 97 | $7.96K | 0.00% | +97 | New |
| Transamerica Financial Advisors, Inc. | 104 | $8.00K | 0.00% | +104 | New |
| Washington Trust Co | 107 | $8.07K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 108 | $8.14K | 0.00% | +11+11.3% | Added |
| Gilliland Jeter Wealth Management LLC | 112 | $8.45K | 0.00% | +112 | New |
| DHJJ Financial Advisors, Ltd. | 114 | $8.60K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 114 | $8.60K | 0.00% | +114 | New |
| Clearstead Advisors, LLC | 107 | $8.63K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 116 | $8.73K | 0.00% | +1+0.9% | Added |
| JFS Wealth Advisors, LLC | 118 | $8.90K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 130 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 123 | $9.28K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 131 | $9.88K | 0.00% | −69−34.5% | Reduced |
| Manchester Capital Management LLC | 131 | $9.88K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 133 | $10.0K | 0.00% | +133 | New |
| Quarry LP | 146 | $11.0K | 0.00% | +146 | New |
| Carolinas Wealth Consulting LLC | 157 | $11.8K | 0.00% | −36−18.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 160 | $12.1K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 166 | $12.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 170 | $13.0K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 184 | $13.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 183 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 196 | $14.8K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 196 | $14.8K | 0.00% | +16+8.9% | Added |
| Larson Financial Group LLC | 197 | $14.8K | 0.00% | +1+0.5% | Added |
| Hoese & Co LLP | 224 | $15.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 209 | $15.7K | 0.00% | +30+16.8% | Added |
| Frazier Financial Advisors, LLC | 210 | $15.8K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 211 | $15.9K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 215 | $16.2K | 0.00% | +166+338.8% | Added |
| Wetzel Investment Advisors, Inc. | 228 | $16.3K | 0.01% | +5+2.2% | Added |
| LGT Financial Advisors LLC | 232 | $17.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 247 | $18.6K | 0.01% | −107−30.2% | Reduced |
| AdvisorNet Financial, Inc | 248 | $18.7K | 0.00% | −657−72.6% | Reduced |
| Eagle Bay Advisors LLC | 263 | $19.8K | 0.01% | −32−10.8% | Reduced |
| Trust Co of Vermont | 275 | $20.7K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 283 | $21.3K | 0.00% | −1,000−77.9% | Reduced |
| Anchor Investment Management, LLC | 298 | $22.5K | 0.00% | +148+98.7% | Added |
| Central Trust Co | 298 | $22.5K | 0.00% | −440−59.6% | Reduced |
| Colonial Trust Advisors | 301 | $22.7K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 324 | $24.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 330 | $24.9K | 0.00% | 00.0% | Unchanged |