| Cloud Capital Management, LLC | 12 | $0 | 0.00% | +12 | New |
| Armstrong Advisory Group, Inc | 0 | $39 | 0.00% | 0 | Unchanged |
| MV Capital Management, Inc. | 1 | $80 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $80 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 1 | $80 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 2 | $160 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $240 | 0.00% | −1−25.0% | Reduced |
| IMA Wealth, Inc. | 3 | $240 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 3 | $240 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 4 | $320 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $400 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $400 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $440 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 6 | $479 | 0.00% | −8−57.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 6 | $479 | 0.00% | +3+100.0% | Added |
| Rialto Wealth Management, LLC | 7 | $560 | 0.00% | +2+40.0% | Added |
| SJS Investment Consulting Inc. | 8 | $640 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $640 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $719 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 9 | $719 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 9 | $719 | 0.00% | +9 | New |
| UMA Financial Services, Inc. | 10 | $799 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $867 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $879 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 12 | $959 | 0.00% | +7+140.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $1.28K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 16 | $1.28K | 0.00% | +7+77.8% | Added |
| True Wealth Design, LLC | 16 | $1.28K | 0.00% | +15+1,500.0% | Added |
| SBI Securities Co., Ltd. | 20 | $1.60K | 0.00% | −23−53.5% | Reduced |
| Lowe Wealth Advisors, LLC | 20 | $1.60K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 20 | $1.60K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $1.76K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $1.92K | 0.00% | +5+26.3% | Added |
| Johnson Financial Group, Inc. | 24 | $1.92K | 0.00% | +24 | New |
| Plante Moran Financial Advisors, LLC | 29 | $2.32K | 0.00% | −29−50.0% | Reduced |
| Frazier Financial Advisors, LLC | 30 | $2.38K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 30 | $2.40K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $2.80K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 37 | $2.96K | 0.00% | +3+8.8% | Added |
| Capital Advisors, Ltd. LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 46 | $3.68K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 48 | $3.83K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 49 | $3.92K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 51 | $4.08K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 54 | $4.26K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 449 | $4.40K | 0.00% | +449 | New |
| Grove Bank & Trust | 60 | $4.79K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 61 | $5.00K | 0.00% | −15−19.7% | Reduced |
| Financial Consulate, Inc | 66 | $5.27K | 0.00% | +66 | New |
| Ameritas Advisory Services, LLC | 73 | $5.84K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 85 | $6.79K | 0.00% | −2−2.3% | Reduced |
| Retirement Wealth Solutions LLC | 93 | $7.43K | 0.00% | −44−32.1% | Reduced |
| Ronald Blue Trust, Inc. | 95 | $7.59K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $7.99K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 107 | $8.55K | 0.00% | −43−28.7% | Reduced |
| Pacific Center for Financial Services | 110 | $8.79K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 116 | $9.27K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 127 | $10.0K | 0.00% | −7−5.2% | Reduced |
| Smithfield Trust Co | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 128 | $10.2K | 0.00% | −287−69.2% | Reduced |
| Optiver Holding B.V. | 143 | $11.4K | 0.00% | −34−19.2% | Reduced |
| Spire Wealth Management | 149 | $11.9K | 0.00% | +1+0.7% | Added |
| Binnacle Investments Inc | 150 | $12.0K | 0.01% | +49+48.5% | Added |
| Rise Advisors, LLC | 157 | $12.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 158 | $12.6K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 163 | $13.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 165 | $13.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 172 | $13.7K | 0.00% | +7+4.2% | Added |
| Hemington Wealth Management | 184 | $14.0K | 0.00% | +17+10.2% | Added |
| Cheviot Value Management, LLC | 200 | $14.5K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 188 | $15.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 195 | $15.6K | 0.00% | +195 | New |
| Rexford Capital Inc | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 200 | $16.0K | 0.00% | +189+1,718.2% | Added |
| Mather Group, LLC. | 200 | $16.0K | 0.00% | +200 | New |
| First Horizon Corp | 222 | $17.7K | 0.00% | +222 | New |
| Perkins Coie Trust Co | 223 | $17.8K | 0.00% | −1,279−85.2% | Reduced |
| Versant Capital Management, Inc | 227 | $18.1K | 0.00% | +5+2.3% | Added |
| LRI Investments, LLC | 234 | $18.7K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 238 | $19.0K | 0.01% | +1+0.4% | Added |
| Clearstead Advisors, LLC | 238 | $19.0K | 0.00% | −200−45.7% | Reduced |
| Trust Co of Vermont | 243 | $19.4K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 251 | $20.0K | 0.00% | +1+0.4% | Added |
| Concord Wealth Partners | 251 | $20.1K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 255 | $20.4K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 267 | $21.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 277 | $22.1K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 300 | $24.0K | 0.00% | +300 | New |
| GWM Advisors LLC | 315 | $25.2K | 0.00% | −21−6.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 317 | $25.3K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 350 | $28.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 360 | $28.8K | 0.00% | +242+205.1% | Added |
| Country Trust Bank | 400 | $32.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 410 | $32.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 411 | $32.8K | 0.00% | +97+30.9% | Added |
| Atwood & Palmer Inc | 448 | $35.8K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 452 | $36.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 481 | $38.4K | 0.00% | +1+0.2% | Added |