| LGT Group Foundation | 187,308 | $0 | 0.00% | −1,119−0.6% | Reduced |
| Global Assets Advisory, LLC | 14,929 | $58 | 0.00% | +14,929 | New |
| Sofos Investments, Inc. | 0 | $258 | 0.00% | −6−100.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1 | $260 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $518 | 0.00% | +2 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 3 | $778 | 0.00% | +3 | New |
| Cutler Group LP | 5 | $1.00K | 0.00% | −565−99.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 4 | $1.04K | 0.00% | +4 | New |
| ClariVest Asset Management LLC | 5 | $1.29K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $1.55K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 6 | $1.55K | 0.00% | +2+50.0% | Added |
| Riggs Asset Managment Co. Inc. | 6 | $1.55K | 0.00% | +6 | New |
| WealthCollab, LLC | 7 | $1.81K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8 | $2.07K | 0.00% | −20−71.4% | Reduced |
| Motco | 8 | $2.07K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 8 | $2.07K | 0.00% | +8 | New |
| Delos Wealth Advisors, LLC | 8 | $2.07K | 0.00% | +2+33.3% | Added |
| Global Wealth Strategies & Associates | 9 | $2.33K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 11 | $2.85K | 0.00% | +11 | New |
| MeadowBrook Investment Advisors LLC | 13 | $3.37K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 15 | $3.89K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 15 | $3.89K | 0.00% | +15 | New |
| Macroview Investment Management LLC | 17 | $4.33K | 0.00% | −35−67.3% | Reduced |
| North Star Investment Management Corp. | 17 | $4.41K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 17 | $4.41K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 17 | $4.41K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 19 | $4.92K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $5.18K | 0.00% | +1+5.3% | Added |
| First PREMIER Bank | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 25 | $6.48K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 26 | $6.74K | 0.00% | −5−16.1% | Reduced |
| Centennial Bank | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 28 | $7.26K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 28 | $7.26K | 0.00% | +28 | New |
| Mascoma Wealth Management LLC | 29 | $7.51K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 33 | $8.43K | 0.01% | +6+22.2% | Added |
| Ulland Investment Advisors, LLC | 35 | $9.00K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 35 | $9.07K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $9.07K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 35 | $9.07K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 35 | $9.07K | 0.00% | +35 | New |
| Albion Financial Group | 35 | $9.16K | 0.00% | +6+20.7% | Added |
| Cedar Mountain Advisors, LLC | 36 | $9.33K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 38 | $9.45K | 0.00% | +2+5.6% | Added |
| Glen Eagle Advisors, LLC | 37 | $9.67K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 38 | $9.85K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 39 | $10.1K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 43 | $11.1K | 0.00% | +43 | New |
| Wiser Advisor Group LLC | 43 | $11.3K | 0.02% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 44 | $11.4K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 44 | $11.4K | 0.01% | +44 | New |
| Ogorek Anthony Joseph | 48 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 47 | $12.2K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 48 | $12.4K | 0.01% | −8−14.3% | Reduced |
| Raffa Wealth Management, LLC | 48 | $12.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 52 | $13.5K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 53 | $13.7K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 55 | $14.3K | 0.00% | +10+22.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 60 | $14.9K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 55 | $15.0K | 0.00% | +8+17.0% | Added |
| Redmont Wealth Advisors LLC | 58 | $15.0K | 0.02% | +58 | New |
| Creekmur Asset Management LLC | 58 | $15.1K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 59 | $15.3K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 60 | $15.5K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 60 | $15.6K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 62 | $15.8K | 0.00% | −1,067−94.5% | Reduced |
| Colonial Trust Advisors | 62 | $16.1K | 0.00% | −54−46.6% | Reduced |
| Toth Financial Advisory Corp | 65 | $16.8K | 0.00% | −1,369−95.5% | Reduced |
| Mendota Financial Group, LLC | 65 | $16.8K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 66 | $17.2K | 0.01% | +36+120.0% | Added |
| Northwest Bank & Trust Co | 72 | $17.9K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 68 | $18.0K | 0.00% | +7+11.5% | Added |
| Retirement Group, LLC | 77 | $20.0K | 0.01% | +77 | New |
| Atlantic Trust, LLC | 80 | $20.7K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 79 | $21.0K | 0.01% | +79 | New |
| FinTrust Capital Advisors, LLC | 83 | $21.5K | 0.00% | −12−12.6% | Reduced |
| Bullock Wealth Management Group | 84 | $21.6K | 0.01% | +84 | New |
| Barrett & Company, Inc. | 84 | $21.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 88 | $22.8K | 0.01% | −25−22.1% | Reduced |
| GoalVest Advisory LLC | 90 | $23.3K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 94 | $24.4K | 0.01% | −2−2.1% | Reduced |
| Archer Investment Corp | 96 | $24.9K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 98 | $25.5K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 99 | $25.7K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $25.9K | 0.00% | −5−4.8% | Reduced |
| True Wealth Design, LLC | 100 | $25.9K | 0.01% | +79+376.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $26.0K | 0.01% | −1,000−90.9% | Reduced |
| PEAK6 Investments LLC | 107 | $27.7K | 0.00% | +107 | New |
| Veritas Investment Partners (UK) Ltd. | 108 | $28.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 109 | $28.2K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 110 | $28.5K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 112 | $29.0K | 0.01% | +112 | New |
| Atticus Wealth Management, LLC | 113 | $29.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 114 | $30.0K | 0.02% | +2+1.8% | Added |
| Sunbelt Securities, Inc. | 116 | $30.1K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 116 | $30.3K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 120 | $31.1K | 0.01% | 00.0% | Unchanged |
