| McClarren Financial Advisors, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2 | $136 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $136 | 0.00% | +1+100.0% | Added |
| Sofos Investments, Inc. | 68 | $186 | 0.00% | +68 | New |
| Delos Wealth Advisors, LLC | 3 | $204 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5 | $339 | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 5 | $339 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5 | $340 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 5 | $340 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $340 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 6 | $407 | 0.00% | −10−62.5% | Reduced |
| Tucker Asset Management LLC | 6 | $407 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $408 | 0.00% | −58−90.6% | Reduced |
| Financial Freedom, LLC | 7 | $475 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 7 | $475 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $476 | 0.00% | +2+40.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $543 | 0.00% | +4+100.0% | Added |
| Atticus Wealth Management, LLC | 8 | $544 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 9 | $611 | 0.00% | +9 | New |
| Hartford Financial Management Inc. | 10 | $679 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $679 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $679 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 10 | $679 | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $815 | 0.00% | −28−70.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 12 | $815 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $815 | 0.00% | +1+9.1% | Added |
| CGC Financial Services, LLC | 12 | $815 | 0.00% | +12 | New |
| DT Investment Partners, LLC | 12 | $875 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 13 | $882 | 0.00% | −2−13.3% | Reduced |
| SOA Wealth Advisors, LLC. | 14 | $950 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14 | $950 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $1.00K | 0.00% | +18 | New |
| Safeguard Financial, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Bogart Wealth, LLC | 15 | $1.02K | 0.00% | −39−72.2% | Reduced |
| Beacon Capital Management, LLC | 15 | $1.02K | 0.00% | −10−40.0% | Reduced |
| TD Private Client Wealth LLC | 16 | $1.09K | 0.00% | −216−93.1% | Reduced |
| CVA Family Office, LLC | 16 | $1.09K | 0.00% | +16 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17 | $1.15K | 0.00% | −163−90.6% | Reduced |
| Center for Financial Planning, Inc. | 17 | $1.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $1.22K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 20 | $1.36K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 20 | $1.36K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 22 | $1.49K | 0.00% | −123−84.8% | Reduced |
| Fairfield, Bush & Co. | 22 | $1.49K | 0.00% | +22 | New |
| RFP Financial Group LLC | 22 | $1.49K | 0.00% | +22 | New |
| Peoples Financial Services Corp. | 25 | $1.70K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 25 | $1.70K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 25 | $1.70K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 25 | $1.70K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 29 | $1.97K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 32 | $2.00K | 0.00% | +9+39.1% | Added |
| Baker Avenue Asset Management, LP | 30 | $2.04K | 0.00% | −16−34.8% | Reduced |
| City Holding Co | 30 | $2.04K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $2.04K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 30 | $2.04K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 30 | $2.04K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 30 | $2.04K | 0.00% | +30 | New |
| C M Bidwell & Associates Ltd | 32 | $2.17K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 32 | $2.17K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 34 | $2.31K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $2.38K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 35 | $2.38K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 37 | $2.51K | 0.00% | +37 | New |
| Fifth Third Bancorp | 39 | $2.65K | 0.00% | −15−27.8% | Reduced |
| Key Financial Inc | 40 | $2.71K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 41 | $2.78K | 0.00% | −460−91.8% | Reduced |
| Armstrong Advisory Group, Inc | 44 | $2.99K | 0.00% | +34+340.0% | Added |
| Northwest Investment Counselors, LLC | 45 | $3.06K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 47 | $3.19K | 0.00% | −6−11.3% | Reduced |
| O'Dell Group, LLC | 47 | $3.19K | 0.00% | +47 | New |
| Creative Financial Designs Inc | 48 | $3.26K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 49 | $3.38K | 0.00% | −1−2.0% | Reduced |
| BerganKDV Wealth Management, LLC | 50 | $3.39K | 0.00% | −4−7.4% | Reduced |
| Estabrook Capital Management | 50 | $3.39K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $3.39K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $3.39K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 50 | $3.39K | 0.00% | +50 | New |
| Northwest Capital Management Inc | 50 | $3.39K | 0.00% | +50 | New |
| Financial Synergies Wealth Advisors, Inc. | 53 | $3.60K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 55 | $3.73K | 0.00% | +10+22.2% | Added |
| Cambridge Trust Co | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 60 | $4.07K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 60 | $4.07K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 60 | $4.07K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 60 | $4.07K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 60 | $4.07K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 65 | $4.41K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 68 | $4.62K | 0.00% | −15−18.1% | Reduced |
| DecisionPoint Financial, LLC | 68 | $4.62K | 0.00% | 00.0% | Unchanged |