| CVA Family Office, LLC | 20 | $0 | 0.00% | −2,010−99.0% | Reduced |
| Lazard Asset Management LLC | 59 | $0 | 0.00% | −1,612−96.5% | Reduced |
| Strengthening Families & Communities, LLC | 100 | $0 | 0.00% | −50−33.3% | Reduced |
| HBC Financial Services, PLLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 36 | $0 | 0.00% | +19+111.8% | Added |
| Lee Financial Co | 10 | $0 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 43 | $0 | 0.00% | +6+16.2% | Added |
| Eukles Asset Management | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 49 | $0 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Schubert & Co | 26 | $0 | 0.00% | −25−49.0% | Reduced |
| Zullo Investment Group, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 29 | $0 | 0.00% | +29 | New |
| Tucker Asset Management LLC | 4 | $35 | 0.00% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 20 | $163 | 0.00% | −9,000−99.8% | Reduced |
| Halpern Financial, Inc. | 25 | $203 | 0.00% | +25 | New |
| Kelly Financial Services LLC | 26 | $211 | 0.00% | −174−87.0% | Reduced |
| Abound Wealth Management | 36 | $293 | 0.00% | +36 | New |
| Laffer Tengler Investments | 40 | $325 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 111 | $902 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 150 | $963 | 0.00% | +150 | New |
| South State Corp. | 175 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 170 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 102 | $1.00K | 0.00% | −78−43.3% | Reduced |
| Prestige Wealth Management Group LLC | 87 | $1.00K | 0.00% | −150−63.3% | Reduced |
| SOA Wealth Advisors, LLC. | 246 | $1.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 144 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 155 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 110 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 127 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 160 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 129 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 150 | $1.00K | 0.00% | +149+14,900.0% | Added |
| Northwest Investment Counselors, LLC | 100 | $1.00K | 0.00% | +100 | New |
| SJS Investment Consulting Inc. | 158 | $1.00K | 0.00% | +158 | New |
| Johnson Financial Group, Inc. | 275 | $2.00K | 0.00% | −1,675−85.9% | Reduced |
| Private Trust Co NA | 200 | $2.00K | 0.00% | −1,200−85.7% | Reduced |
| AllSquare Wealth Management LLC | 300 | $2.00K | 0.00% | −400−57.1% | Reduced |
| Mizuho Securities Co. Ltd. | 224 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 303 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 293 | $2.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 276 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 262 | $2.00K | 0.00% | +60+29.7% | Added |
| Kessler Investment Group, LLC | 212 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 230 | $2.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 258 | $2.00K | 0.00% | +160+163.3% | Added |
| Plante Moran Financial Advisors, LLC | 298 | $2.00K | 0.00% | +298 | New |
| Vienna Asset Management LLC | 200 | $2.00K | 0.01% | +200 | New |
| Fairfield Financial Advisors, LTD | 250 | $2.03K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 251 | $2.04K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 260 | $2.11K | 0.00% | +157+152.4% | Added |
| Parkside Financial Bank & Trust | 419 | $3.00K | 0.00% | −22−5.0% | Reduced |
| JNBA Financial Advisors | 388 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 418 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 334 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 350 | $3.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 360 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 313 | $3.00K | 0.00% | +313 | New |
| Ameliora Wealth Management Ltd. | 400 | $3.00K | 0.00% | +400 | New |
| Glen Eagle Advisors, LLC | 405 | $3.29K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 410 | $4.00K | 0.00% | −110−21.2% | Reduced |
| Tompkins Financial Corp | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 500 | $4.00K | 0.00% | −12−2.3% | Reduced |
| Investors Research Corp | 506 | $4.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 525 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 478 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 525 | $4.00K | 0.00% | +64+13.9% | Added |
| Tradewinds Capital Management, LLC | 445 | $4.00K | 0.00% | +60+15.6% | Added |
| Selway Asset Management | 500 | $4.00K | 0.00% | +500 | New |
| CFS Investment Advisory Services, LLC | 29,544 | $4.00K | 0.00% | +29,544 | New |
| Stephens Consulting, LLC | 500 | $4.07K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 540 | $4.39K | 0.00% | −866−61.6% | Reduced |
| Gradient Investments LLC | 607 | $5.00K | 0.00% | −200−24.8% | Reduced |
| Creative Financial Designs Inc | 676 | $5.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 651 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 717 | $5.00K | 0.00% | +667+1,334.0% | Added |
| Rosenberg Matthew Hamilton | 611 | $5.00K | 0.00% | +611 | New |
| Sandy Spring Bank | 771 | $6.00K | 0.00% | −911−54.2% | Reduced |
| Meeder Asset Management Inc | 710 | $6.00K | 0.00% | −460−39.3% | Reduced |
| First Horizon Advisors, Inc. | 822 | $6.00K | 0.00% | −362−30.6% | Reduced |
| Smithfield Trust Co | 655 | $6.00K | 0.00% | −200−23.4% | Reduced |
| Montag A & Associates Inc | 735 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 850 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 712 | $6.00K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 700 | $6.00K | 0.01% | 00.0% | Unchanged |