| Financial Management Professionals, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $114 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4 | $152 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5 | $190 | 0.00% | −4−44.4% | Reduced |
| Venturi Wealth Management, LLC | 5 | $190 | 0.00% | +5 | New |
| Crewe Advisors LLC | 5 | $190 | 0.00% | +5 | New |
| True Wealth Design, LLC | 6 | $228 | 0.00% | −27−81.8% | Reduced |
| TFC Financial Management | 8 | $304 | 0.00% | +8 | New |
| American National Bank | 9 | $341 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 10 | $379 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 13 | $493 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 39 | $535 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 19 | $721 | 0.00% | +19 | New |
| Arcadia Investment Advisors LLC | 20 | $759 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $759 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 21 | $797 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 23 | $872 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 24 | $910 | 0.00% | +24 | New |
| Sandy Spring Bank | 24 | $911 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 25 | $948 | 0.00% | −41−62.1% | Reduced |
| Hollencrest Capital Management | 26 | $986 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 26 | $986 | 0.00% | +26 | New |
| Lazard Asset Management LLC | 40 | $1.00K | 0.00% | −157−79.7% | Reduced |
| Capital Advisors, Ltd. LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $1.02K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 26 | $1.09K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 29 | $1.10K | 0.00% | +29 | New |
| Whittier Trust Co | 35 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 35 | $1.33K | 0.00% | +35 | New |
| Disciplined Investments, LLC | 38 | $1.44K | 0.00% | −2−5.0% | Reduced |
| Baystate Wealth Management LLC | 39 | $1.51K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 42 | $1.60K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 45 | $1.71K | 0.00% | −3−6.3% | Reduced |
| Stonebridge Capital Advisors LLC | 45 | $1.71K | 0.00% | +45 | New |
| Riggs Asset Managment Co. Inc. | 47 | $1.78K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 50 | $1.90K | 0.00% | −112−69.1% | Reduced |
| Colonial Trust Co | 69 | $2.59K | 0.00% | +69 | New |
| Washington Trust Co | 76 | $2.88K | 0.00% | +16+26.7% | Added |
| Tradition Wealth Management, LLC | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 80 | $3.04K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 80 | $3.04K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 80 | $3.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 88 | $3.34K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 91 | $3.45K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 95 | $3.60K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 99 | $3.75K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 100 | $3.79K | 0.00% | −150−60.0% | Reduced |
| WealthPLAN Partners, LLC | 100 | $3.79K | 0.00% | −45−31.0% | Reduced |
| Sittner & Nelson, LLC | 100 | $3.79K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 100 | $3.79K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $3.79K | 0.00% | +100 | New |
| Harbor Investment Advisory, LLC | 104 | $3.94K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 93 | $4.00K | 0.00% | −1,009−91.6% | Reduced |
| Estabrook Capital Management | 107 | $4.06K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 117 | $4.44K | 0.00% | +71+154.3% | Added |
| Private Trust Co NA | 124 | $4.70K | 0.00% | +55+79.7% | Added |
| JFS Wealth Advisors, LLC | 127 | $4.82K | 0.00% | −20−13.6% | Reduced |
| McIlrath & Eck, LLC | 131 | $4.98K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 123 | $5.00K | 0.00% | +123 | New |
| Earnest Partners LLC | 132 | $5.01K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 133 | $5.04K | 0.00% | +100+303.0% | Added |
| AdvisorNet Financial, Inc | 141 | $5.35K | 0.00% | −1−0.7% | Reduced |
| Erste Asset Management GmbH | 143 | $5.38K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 155 | $5.88K | 0.00% | −216−58.2% | Reduced |
| Kelly Financial Services LLC | 173 | $6.55K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 174 | $6.60K | 0.00% | +6+3.6% | Added |
| Cambridge Trust Co | 180 | $6.83K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 180 | $6.83K | 0.00% | +180 | New |
| First Horizon Advisors, Inc. | 181 | $6.87K | 0.00% | −1−0.5% | Reduced |
| Bogart Wealth, LLC | 184 | $6.98K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 194 | $7.36K | 0.00% | −20−9.3% | Reduced |
| Geneos Wealth Management Inc. | 200 | $7.59K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 201 | $7.62K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 208 | $7.91K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 228 | $8.65K | 0.00% | +81+55.1% | Added |
| Smithfield Trust Co | 225 | $9.00K | 0.00% | −5,198−95.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 238 | $9.03K | 0.00% | +238 | New |
| Prestige Wealth Management Group LLC | 241 | $9.14K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 250 | $9.48K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 267 | $10.1K | 0.00% | −4−1.5% | Reduced |
| Marquette Asset Management, LLC | 269 | $10.2K | 0.00% | +269 | New |
| TD Private Client Wealth LLC | 279 | $10.6K | 0.00% | +189+210.0% | Added |
| DT Investment Partners, LLC | 249 | $10.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 286 | $10.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 300 | $11.4K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 303 | $11.5K | 0.00% | +98+47.8% | Added |
| Farther Finance Advisors, LLC | 304 | $11.5K | 0.00% | −4−1.3% | Reduced |
| Creative Financial Designs Inc | 310 | $11.8K | 0.00% | +54+21.1% | Added |
| Sugarloaf Wealth Management, LLC | 316 | $12.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 340 | $12.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 372 | $14.1K | 0.00% | +34+10.1% | Added |
| Fairfield Financial Advisors, LTD | 388 | $14.7K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 395 | $15.0K | 0.00% | +59+17.6% | Added |
| Coppell Advisory Solutions LLC | 403 | $15.2K | 0.00% | +403 | New |
| AM Squared Ltd | 400 | $15.2K | 0.02% | +400 | New |