| McClarren Financial Advisors, Inc. | 15 | $0 | 0.00% | +1+7.1% | Added |
| Comerica Bank | 1,402,087 | $41 | 0.00% | +1,402,087 | New |
| Hallmark Capital Management Inc | 1 | $42 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2 | $109 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2 | $115 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $116 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 3 | $173 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $174 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 4 | $230 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 7 | $403 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 8 | $460 | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 8 | $460 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 9 | $518 | 0.00% | −2−18.2% | Reduced |
| Providence Capital Advisors, LLC | 9 | $518 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 10 | $547 | 0.00% | +10 | New |
| Sofos Investments, Inc. | 58 | $556 | 0.00% | +8+16.0% | Added |
| McIlrath & Eck, LLC | 10 | $575 | 0.00% | −14−58.3% | Reduced |
| Cedar Mountain Advisors, LLC | 10 | $575 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 11 | $633 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 11 | $633 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 11 | $633 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 15 | $863 | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Coppell Advisory Solutions LLC | 22 | $1.26K | 0.00% | +22 | New |
| Sunbelt Securities, Inc. | 25 | $1.44K | 0.00% | −322−92.8% | Reduced |
| Estabrook Capital Management | 25 | $1.44K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 25 | $1.44K | 0.00% | +25 | New |
| Glass Jacobson Investment Advisors llc | 25 | $1.44K | 0.00% | +25 | New |
| Arlington Partners LLC | 26 | $1.50K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 26 | $1.50K | 0.00% | +26 | New |
| Global Financial Private Client, LLC | 27 | $1.56K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 29 | $1.71K | 0.00% | +9+45.0% | Added |
| Wolff Wiese Magana LLC | 30 | $1.73K | 0.00% | −5−14.3% | Reduced |
| BerganKDV Wealth Management, LLC | 33 | $1.90K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 38 | $2.19K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 38 | $2.19K | 0.00% | +38 | New |
| Sittner & Nelson, LLC | 40 | $2.30K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 42 | $2.41K | 0.00% | +25+147.1% | Added |
| First Command Bank | 44 | $2.53K | 0.00% | +44 | New |
| First Command Financial Services, Inc. | 44 | $2.53K | 0.00% | +44 | New |
| Financial Avengers, Inc. | 46 | $2.65K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 51 | $2.93K | 0.00% | −51−50.0% | Reduced |
| Raleigh Capital Management Inc. | 52 | $2.97K | 0.00% | −88−62.9% | Reduced |
| TSFG, LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 54 | $3.00K | 0.00% | +27+100.0% | Added |
| Cedar Wealth Management, LLC | 56 | $3.22K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 61 | $3.51K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 61 | $3.51K | 0.00% | +28+84.8% | Added |
| Brown, Lisle/Cummings, Inc. | 62 | $3.55K | 0.00% | +3+5.1% | Added |
| Caldwell Trust Co | 66 | $3.80K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 66 | $3.80K | 0.00% | +14+26.9% | Added |
| Caldwell Sutter Capital, Inc. | 67 | $3.85K | 0.00% | +67 | New |
| Motco | 67 | $3.85K | 0.00% | +67 | New |
| SJS Investment Consulting Inc. | 69 | $3.97K | 0.00% | +48+228.6% | Added |
| Avion Wealth | 83 | $4.00K | 0.00% | +68+453.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 70 | $4.03K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 74 | $4.26K | 0.00% | −828−91.8% | Reduced |
| WealthPLAN Partners, LLC | 75 | $4.32K | 0.00% | −101−57.4% | Reduced |
| PSI Advisors, LLC | 75 | $4.32K | 0.00% | +75 | New |
| Oliver Lagore Vanvalin Investment Group | 78 | $4.49K | 0.00% | −80−50.6% | Reduced |
| Old Point Trust & Financial Services N A | 79 | $4.55K | 0.00% | +79 | New |
| Colonial Trust Advisors | 82 | $4.72K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 91 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 89 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 85 | $5.00K | 0.00% | +15+21.4% | Added |
| Versant Capital Management, Inc | 98 | $5.64K | 0.00% | −22−18.3% | Reduced |
| Gradient Investments LLC | 99 | $5.70K | 0.00% | +67+209.4% | Added |
| M&R Capital Management Inc | 100 | $5.75K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 100 | $5.75K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 100 | $5.75K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $5.75K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 97 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 105 | $6.04K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 105 | $6.04K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 107 | $6.16K | 0.00% | +75+234.4% | Added |
| Raffa Wealth Management, LLC | 114 | $6.56K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 115 | $6.62K | 0.00% | +14+13.9% | Added |
| RFP Financial Group LLC | 117 | $6.73K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 118 | $6.79K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 119 | $6.85K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 116 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 122 | $7.02K | 0.00% | −150−55.1% | Reduced |
| Avalon Trust Co | 125 | $7.19K | 0.00% | −433−77.6% | Reduced |
| Bank of New Hampshire | 125 | $7.19K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 138 | $7.94K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 140 | $8.06K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 148 | $8.54K | 0.00% | +96+184.6% | Added |
| Central Trust Co | 150 | $8.63K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 150 | $8.63K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 161 | $9.26K | 0.00% | −129−44.5% | Reduced |
| Park Place Capital Corp | 163 | $9.38K | 0.00% | +29+21.6% | Added |
| Cassady Schiller Wealth Management, LLC | 164 | $9.44K | 0.01% | +164 | New |
| Red Tortoise LLC | 173 | $9.95K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 175 | $10.1K | 0.01% | +175 | New |
| Baystate Wealth Management LLC | 177 | $10.2K | 0.00% | +2+1.1% | Added |
| Addison Advisors LLC | 178 | $10.2K | 0.01% | +23+14.8% | Added |
| Costello Asset Management, INC | 190 | $10.9K | 0.01% | 00.0% | Unchanged |