| Sandy Spring Bank | 1 | $50 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $100 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $148 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $149 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 4 | $198 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $198 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4 | $198 | 0.00% | +4 | New |
| Hexagon Capital Partners LLC | 8 | $397 | 0.00% | −35−81.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 8 | $397 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 9 | $446 | 0.01% | +9 | New |
| Financial Management Professionals, Inc. | 12 | $595 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $595 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 13 | $645 | 0.00% | −15−53.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $793 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $794 | 0.00% | +9+128.6% | Added |
| Picton Mahoney Asset Management | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 24 | $1.19K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 25 | $1.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $1.24K | 0.00% | −4−13.8% | Reduced |
| Minot DeBlois Advisors LLC | 25 | $1.24K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 29 | $1.44K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 33 | $1.64K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $1.74K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 35 | $1.74K | 0.00% | +35 | New |
| Raleigh Capital Management Inc. | 37 | $1.85K | 0.00% | +37 | New |
| Capital Advisors, Ltd. LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 43 | $2.13K | 0.00% | −15−25.9% | Reduced |
| TD Private Client Wealth LLC | 48 | $2.38K | 0.00% | +48 | New |
| Rakuten Securities, Inc. | 50 | $2.48K | 0.00% | +30+150.0% | Added |
| Parvin Asset Management, LLC | 53 | $2.63K | 0.00% | +53 | New |
| Jones Financial Companies LLLP | 56 | $2.75K | 0.00% | −6−9.7% | Reduced |
| Whipplewood Advisors, LLC | 60 | $2.78K | 0.00% | +4+7.1% | Added |
| Bell Investment Advisors, Inc | 62 | $3.08K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 70 | $3.47K | 0.00% | −4−5.4% | Reduced |
| First Horizon Advisors, Inc. | 74 | $3.67K | 0.00% | −754−91.1% | Reduced |
| 1620 Investment Advisors, Inc. | 75 | $3.72K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 76 | $3.77K | 0.00% | +16+26.7% | Added |
| Bellevue Asset Management, LLC | 85 | $4.22K | 0.00% | +4+4.9% | Added |
| MorganRosel Wealth Management, LLC | 90 | $4.46K | 0.00% | +90 | New |
| True Wealth Design, LLC | 92 | $4.56K | 0.00% | +91+9,100.0% | Added |
| GWM Advisors LLC | 94 | $4.66K | 0.00% | −163−63.4% | Reduced |
| GHP Investment Advisors, Inc. | 100 | $4.96K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 100 | $4.96K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 100 | $4.96K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 100 | $4.96K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 101 | $5.01K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 118 | $5.85K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 122 | $6.00K | 0.00% | +33+37.1% | Added |
| Harbour Investments, Inc. | 121 | $6.00K | 0.00% | −39−24.4% | Reduced |
| South State Corp. | 125 | $6.20K | 0.00% | +125 | New |
| Farmers & Merchants Investments Inc | 127 | $6.30K | 0.00% | +58+84.1% | Added |
| Addison Advisors LLC | 150 | $7.44K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 160 | $7.94K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $9.92K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 200 | $9.92K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 202 | $10.2K | 0.00% | −3−1.5% | Reduced |
| Mather Group, LLC. | 208 | $10.3K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 211 | $10.5K | 0.01% | +211 | New |
| Key Financial Inc | 216 | $10.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 224 | $11.1K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 225 | $11.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 226 | $11.2K | 0.00% | +11+5.1% | Added |
| Centerpoint Advisors, LLC | 249 | $12.0K | 0.00% | +249 | New |
| Principal Securities, Inc. | 247 | $12.9K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 265 | $13.1K | 0.00% | −125−32.1% | Reduced |
| Larson Financial Group LLC | 275 | $13.6K | 0.00% | +241+708.8% | Added |
| Brown Brothers Harriman & Co | 278 | $13.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 279 | $13.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 299 | $14.8K | 0.00% | +199+199.0% | Added |
| Spire Wealth Management | 303 | $15.0K | 0.00% | +303 | New |
| Elequin Capital LP | 304 | $15.1K | 0.00% | +304 | New |
| Robinswood Financial LLC | 321 | $15.9K | 0.01% | +1+0.3% | Added |
| Massmutual Trust Co FSB | 345 | $17.1K | 0.00% | −1−0.3% | Reduced |
| Rise Advisors, LLC | 357 | $17.7K | 0.01% | −165−31.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 361 | $17.9K | 0.00% | +361 | New |
| Nomura Asset Management Co Ltd | 380 | $18.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 390 | $19.7K | 0.00% | +390 | New |
| Federation des caisses Desjardins du Quebec | 400 | $19.8K | 0.00% | +200+100.0% | Added |
| Skopos Labs, Inc. | 438 | $21.7K | 0.00% | +197+81.7% | Added |
| Parkside Financial Bank & Trust | 446 | $22.1K | 0.00% | +4+0.9% | Added |
| Optiver Holding B.V. | 465 | $23.1K | 0.00% | +465 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 471 | $23.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 534 | $26.5K | 0.00% | −127−19.2% | Reduced |
| Peoples Financial Services Corp. | 600 | $29.8K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 600 | $29.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 626 | $31.1K | 0.00% | +117+23.0% | Added |
| Mountain Hill Investment Partners Corp. | 700 | $34.7K | 0.03% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 693 | $36.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 733 | $36.4K | 0.00% | +21+2.9% | Added |
| Brown, Lisle/Cummings, Inc. | 750 | $37.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 773 | $38.3K | 0.00% | +2+0.3% | Added |
| Geneos Wealth Management Inc. | 846 | $42.0K | 0.00% | +739+690.7% | Added |
| Steward Partners Investment Advisory, LLC | 849 | $42.1K | 0.00% | +82+10.7% | Added |
| DekaBank Deutsche Girozentrale | 896 | $44.0K | 0.00% | −1,191−57.1% | Reduced |
| American National Bank | 902 | $44.7K | 0.00% | +902 | New |
| Compass Wealth Management LLC | 930 | $46.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 934 | $46.3K | 0.00% | +190+25.5% | Added |
| WPG Advisers, LLC | 1,217 | $60.4K | 0.06% | −293−19.4% | Reduced |
| Ostrum Asset Management | 1,231 | $61.1K | 0.00% | −1,477−54.5% | Reduced |