| Roble, Belko & Company, Inc | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 36 | $0 | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1 | $6 | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1 | $6 | 0.00% | +1 | New |
| Huntington National Bank | 2 | $12 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $12 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $18 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 4 | $27 | 0.00% | −1−20.0% | Reduced |
| Scarborough Advisors, LLC | 5 | $29 | 0.00% | +5 | New |
| Vermillion Wealth Management, Inc. | 5 | $30 | 0.00% | +5 | New |
| Evermay Wealth Management LLC | 9 | $54 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 12 | $71 | 0.00% | −437−97.3% | Reduced |
| North Star Investment Management Corp. | 13 | $77 | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 15 | $89 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $89 | 0.00% | +15 | New |
| Transamerica Financial Advisors, Inc. | 17 | $100 | 0.00% | +4+30.8% | Added |
| Ankerstar Wealth, LLC | 17 | $100 | 0.00% | +17 | New |
| Silicon Valley Capital Partners | 20 | $118 | 0.00% | +20 | New |
| HighMark Wealth Management LLC | 21 | $124 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 21 | $125 | 0.00% | +21 | New |
| Private Trust Co NA | 22 | $130 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 25 | $147 | 0.00% | +21+525.0% | Added |
| Hurley Capital, LLC | 25 | $148 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 40 | $237 | 0.00% | +40 | New |
| Accordant Advisory Group Inc | 40 | $237 | 0.00% | +40 | New |
| Provenance Wealth Advisors, LLC | 44 | $260 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $296 | 0.00% | +45+900.0% | Added |
| SJS Investment Consulting Inc. | 50 | $296 | 0.00% | +50 | New |
| Gilpin Wealth Management, LLC | 56 | $331 | 0.00% | +33+143.5% | Added |
| Bartlett & Co. Wealth Management LLC | 56 | $340 | 0.00% | 00.0% | Unchanged |
| City State Bank | 63 | $372 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 70 | $414 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 73 | $431 | 0.00% | −75−50.7% | Reduced |
| True Wealth Design, LLC | 76 | $450 | 0.00% | +76 | New |
| Parkside Financial Bank & Trust | 83 | $491 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 86 | $508 | 0.00% | +86 | New |
| DecisionPoint Financial, LLC | 93 | $550 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 100 | $591 | 0.00% | −100−50.0% | Reduced |
| Colonial Trust Advisors | 100 | $591 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $591 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $591 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 100 | $591 | 0.00% | +100 | New |
| Sachetta, LLC | 115 | $680 | 0.00% | +115 | New |
| Carolina Wealth Advisors, LLC | 120 | $709 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 127 | $751 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 140 | $828 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 148 | $875 | 0.00% | +110+289.5% | Added |
| IFP Advisors, Inc | 164 | $969 | 0.00% | +76+86.4% | Added |
| McIlrath & Eck, LLC | 168 | $993 | 0.00% | +168 | New |
| Capital Advisors, Ltd. LLC | 111 | $1.00K | 0.00% | +1+0.9% | Added |
| TSFG, LLC | 128 | $1.00K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 190 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 192 | $1.14K | 0.00% | +1+0.5% | Added |
| Danske Bank A/S | 200 | $1.18K | 0.00% | −300−60.0% | Reduced |
| N.E.W. Advisory Services LLC | 200 | $1.18K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 200 | $1.18K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $1.18K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 204 | $1.21K | 0.00% | +4+2.0% | Added |
| CVA Family Office, LLC | 217 | $1.28K | 0.00% | +217 | New |
| Rothschild Investment LLC | 221 | $1.31K | 0.00% | +124+127.8% | Added |
| Godfrey Financial Associates, Inc. | 225 | $1.33K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 246 | $1.45K | 0.00% | +136+123.6% | Added |
| Keating Financial Advisory Services, Inc. | 246 | $1.45K | 0.00% | +245+24,500.0% | Added |
| Evelyn Partners Investment Management Services Ltd | 251 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 263 | $1.55K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 265 | $1.57K | 0.00% | +265 | New |
| Steigerwald, Gordon & Koch Inc. | 268 | $1.58K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 272 | $1.61K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 281 | $1.66K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 300 | $1.77K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 300 | $1.77K | 0.00% | +300 | New |
| MV Capital Management, Inc. | 313 | $1.85K | 0.00% | +300+2,307.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 350 | $2.07K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 360 | $2.13K | 0.00% | −100−21.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 367 | $2.17K | 0.00% | −29−7.3% | Reduced |
| PlanVest Financial, Inc | 400 | $2.36K | 0.00% | +400 | New |
| Central Trust Co | 448 | $2.65K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 534 | $3.16K | 0.00% | +334+167.0% | Added |
| CoreCap Advisors, LLC | 551 | $3.26K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 573 | $3.39K | 0.00% | +573 | New |
| TD Waterhouse Canada Inc. | 631 | $3.62K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 704 | $4.00K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 706 | $4.17K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 799 | $4.72K | 0.00% | +701+715.3% | Added |
| Root Financial Partners, LLC | 882 | $5.21K | 0.00% | +748+558.2% | Added |
| WPG Advisers, LLC | 900 | $5.32K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 942 | $5.57K | 0.00% | +448+90.7% | Added |
| Red Tortoise LLC | 958 | $5.66K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 985 | $5.82K | 0.00% | +250+34.0% | Added |
| Trust Co of Toledo NA | 1,035 | $6.12K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,041 | $6.15K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,049 | $6.20K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,160 | $6.86K | 0.00% | +69+6.3% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1,450 | $8.57K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,600 | $9.36K | 0.01% | −507−24.1% | Reduced |
| US Bancorp | 1,674 | $9.89K | 0.00% | +452+37.0% | Added |
| Atlantic Union Bankshares Corp | 1,675 | $9.90K | 0.00% | −545−24.5% | Reduced |