| IMA Wealth, Inc. | 1 | $0 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 5 | $0 | 0.00% | +5 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $503 | 0.00% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 6 | $507 | 0.00% | +6 | New |
| Schubert & Co | 12 | $1.00K | 0.00% | −47−79.7% | Reduced |
| HighMark Wealth Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 26 | $2.00K | 0.00% | −40−60.6% | Reduced |
| BerganKDV Wealth Management, LLC | 21 | $2.00K | 0.00% | +3+16.7% | Added |
| Red Cedar Capital, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 22 | $2.00K | 0.00% | +22 | New |
| Paragon Wealth Strategies, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Archer Investment Corp | 43 | $3.58K | 0.00% | −199−82.2% | Reduced |
| Raffa Wealth Management, LLC | 46 | $3.85K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 53 | $4.00K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 60 | $5.00K | 0.00% | +50+500.0% | Added |
| Macroview Investment Management LLC | 69 | $6.00K | 0.01% | −49−41.5% | Reduced |
| Strengthening Families & Communities, LLC | 79 | $6.00K | 0.00% | +2+2.6% | Added |
| Institutional & Family Asset Management, LLC | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 68 | $6.00K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 66 | $6.00K | 0.00% | +33+100.0% | Added |
| PrairieView Partners, LLC | 83 | $7.00K | 0.00% | −1,106−93.0% | Reduced |
| Mizuho Securities Co. Ltd. | 81 | $7.00K | 0.00% | +9+12.5% | Added |
| TFC Financial Management | 87 | $7.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 98 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 107 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 117 | $10.0K | 0.01% | −100−46.1% | Reduced |
| Bourgeon Capital Management LLC | 116 | $10.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 118 | $10.0K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 118 | $10.0K | 0.01% | +1+0.9% | Added |
| Pinnacle Bancorp, Inc. | 128 | $11.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 126 | $11.0K | 0.00% | +126 | New |
| Hanson & Doremus Investment Management | 148 | $12.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 142 | $12.0K | 0.01% | +2+1.4% | Added |
| Winch Advisory Services, LLC | 152 | $13.0K | 0.01% | −38−20.0% | Reduced |
| Toth Financial Advisory Corp | 155 | $13.0K | 0.00% | +126+434.5% | Added |
| Belmont Capital, LLC | 162 | $14.0K | 0.02% | +162 | New |
| Caas Capital Management LP | 180 | $15.0K | 0.00% | +180 | New |
| Raleigh Capital Management Inc. | 186 | $16.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 207 | $17.0K | 0.00% | −556−72.9% | Reduced |
| Worth Asset Management, LLC | 200 | $17.0K | 0.01% | −363−64.5% | Reduced |
| Western Pacific Wealth Management, LP | 210 | $17.0K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 203 | $17.0K | 0.00% | +3+1.5% | Added |
| Versant Capital Management, Inc | 204 | $17.0K | 0.01% | +28+15.9% | Added |
| TD Capital Management LLC | 207 | $17.0K | 0.00% | +207 | New |
| Cary Street Partners Asset Management LLC | 200 | $17.0K | 0.00% | +200 | New |
| Trust Co | 210 | $18.0K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 210 | $18.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 211 | $18.0K | 0.00% | +130+160.5% | Added |
| American National Bank | 222 | $19.0K | 0.00% | +22+11.0% | Added |
| Quent Capital, LLC | 233 | $20.0K | 0.00% | −299−56.2% | Reduced |
| Hartford Financial Management Inc. | 237 | $20.0K | 0.01% | +3+1.3% | Added |
| Founders Capital Management | 233 | $20.0K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 220 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 247 | $21.0K | 0.01% | +51+26.0% | Added |
| PFS Partners, LLC | 254 | $21.3K | 0.02% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 265 | $22.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 265 | $22.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 261 | $22.0K | 0.00% | +10+4.0% | Added |
| Disciplined Investments, LLC | 266 | $22.0K | 0.01% | +79+42.2% | Added |
| RWM Asset Management, LLC | 279 | $23.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 283 | $23.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 286 | $23.9K | 0.01% | +286 | New |
| Mach-1 Financial Group, Inc. | 300 | $25.0K | 0.03% | −235−43.9% | Reduced |
| Citizens National Bank Trust Department | 300 | $25.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 300 | $25.0K | 0.00% | +100+50.0% | Added |
| SJS Investment Consulting Inc. | 310 | $26.0K | 0.01% | +310 | New |
| HWG Holdings LP | 332 | $28.0K | 0.02% | +332 | New |
| AllSquare Wealth Management LLC | 346 | $29.0K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 350 | $29.0K | 0.02% | +350 | New |
| Pinebridge Investments, L.P. | 355 | $30.0K | 0.00% | −23,571−98.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 354 | $30.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 350 | $30.0K | 0.00% | +200+133.3% | Added |
| KB Financial Partners, LLC | 375 | $31.0K | 0.01% | −172−31.4% | Reduced |
| Independence Bank of Kentucky | 370 | $31.0K | 0.02% | +55+17.5% | Added |
| First Financial Corp | 372 | $31.0K | 0.02% | +250+204.9% | Added |
| Oxler Private Wealth LLC | 384 | $32.3K | 0.02% | +4+1.1% | Added |
| JJJ Advisors Inc. | 408 | $35.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 424 | $35.0K | 0.01% | −31−6.8% | Reduced |
| Crewe Advisors LLC | 414 | $35.0K | 0.01% | +160+63.0% | Added |
| Ellevest, Inc. | 420 | $35.0K | 0.00% | +218+107.9% | Added |
| Leelyn Smith, LLC | 435 | $36.0K | 0.01% | −565−56.5% | Reduced |
| Massmutual Trust Co FSB | 427 | $36.0K | 0.00% | +69+19.3% | Added |
| Tucker Asset Management LLC | 420 | $38.3K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 471 | $39.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 470 | $39.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 473 | $40.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 481 | $40.0K | 0.02% | +481 | New |
| Exchange Traded Concepts, LLC | 485 | $41.0K | 0.00% | −1,416−74.5% | Reduced |
| Castleview Partners, LLC | 494 | $41.0K | 0.04% | −1,599−76.4% | Reduced |
| Vestor Capital, LLC | 500 | $42.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 500 | $42.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 502 | $42.0K | 0.02% | +25+5.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 506 | $42.0K | 0.00% | +506 | New |
