| Penserra Capital Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 29,791 | $0 | 0.00% | +29,791 | New |
| SkyView Investment Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Bellwether Advisors, LLC | 0 | $99 | 0.00% | 0 | New |
| Trust Co of Vermont | 1 | $155 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $155 | 0.00% | – | – |
| Sofos Investments, Inc. | 155 | $388 | 0.02% | +17+12.3% | Added |
| Capstone Investment Advisors, LLC | 3 | $465 | 0.00% | −9,167−100.0% | Reduced |
| Tfo-TDC, LLC | 3 | $465 | 0.00% | −5−62.5% | Reduced |
| Core Alternative Capital | 3 | $465 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $466 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $466 | 0.00% | +3 | New |
| Koesten, Hirschmann & Crabtree, INC. | 3 | $466 | 0.00% | +3 | New |
| Coastal Capital Group, Inc. | 5 | $832 | 0.00% | −87−94.6% | Reduced |
| TCI Wealth Advisors, Inc. | 6 | $931 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $931 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 6 | $931 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | −13−81.3% | Reduced |
| Baldrige Asset Management LLC | 6 | $1.00K | 0.00% | +6 | New |
| JJJ Advisors Inc. | 7 | $1.07K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 10 | $1.55K | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 10 | $1.56K | 0.00% | −211−95.5% | Reduced |
| Wolff Wiese Magana LLC | 11 | $1.65K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $1.75K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $1.86K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $2.00K | 0.00% | +10 | New |
| TD Capital Management LLC | 15 | $2.32K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 15 | $2.33K | 0.00% | −46−75.4% | Reduced |
| Central Bank & Trust Co | 17 | $2.64K | 0.00% | +17 | New |
| Disciplined Investments, LLC | 17 | $2.64K | 0.00% | −2−10.5% | Reduced |
| Abound Wealth Management | 21 | $3.26K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 22 | $3.33K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $3.41K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $3.57K | 0.00% | +1+4.5% | Added |
| Clearstead Advisors, LLC | 25 | $3.88K | 0.00% | +11+78.6% | Added |
| Valley National Advisers Inc | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 29 | $4.00K | 0.00% | +1+3.6% | Added |
| Capital Advisors, Ltd. LLC | 24 | $4.00K | 0.00% | +16+200.0% | Added |
| Bell Investment Advisors, Inc | 28 | $4.34K | 0.00% | −33−54.1% | Reduced |
| Arlington Partners LLC | 30 | $4.66K | 0.00% | +30 | New |
| Glen Eagle Advisors, LLC | 33 | $5.15K | 0.00% | +33 | New |
| PSI Advisors, LLC | 35 | $5.43K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 39 | $6.05K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $6.52K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 43 | $6.53K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 45 | $6.98K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 45 | $7.02K | 0.00% | +23+104.5% | Added |
| Cutler Group LP | 54 | $8.00K | 0.00% | −118−68.6% | Reduced |
| Prestige Wealth Management Group LLC | 52 | $8.07K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 53 | $8.22K | 0.01% | −4−7.0% | Reduced |
| Sageworth Trust Co | 55 | $8.53K | 0.00% | +55 | New |
| WealthPLAN Partners, LLC | 62 | $9.62K | 0.00% | +62 | New |
| Rise Advisors, LLC | 65 | $10.1K | 0.01% | +1+1.6% | Added |
| Ancora Advisors, LLC | 66 | $10.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 69 | $10.7K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 70 | $10.9K | 0.01% | −30−30.0% | Reduced |
| Armstrong Advisory Group, Inc | 70 | $10.9K | 0.00% | −328−82.4% | Reduced |
| JFS Wealth Advisors, LLC | 73 | $11.3K | 0.00% | −2−2.7% | Reduced |
| Larson Financial Group LLC | 86 | $13.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 88 | $13.7K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 90 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 91 | $14.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 94 | $14.6K | 0.01% | +94 | New |
| Tradewinds Capital Management, LLC | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 101 | $15.6K | 0.00% | +101 | New |
| Old North State Trust, LLC | 106 | $16.0K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 105 | $16.3K | 0.01% | +105 | New |
| SOA Wealth Advisors, LLC. | 107 | $16.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 104 | $17.0K | 0.01% | −5−4.6% | Reduced |
| Gables Capital Management Inc. | 110 | $17.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 111 | $17.2K | 0.00% | −25−18.4% | Reduced |
| Bogart Wealth, LLC | 118 | $18.3K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 130 | $20.0K | 0.00% | +130 | New |
| West Branch Capital LLC | 136 | $21.1K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 137 | $21.3K | 0.01% | +24+21.2% | Added |
| West Paces Advisors Inc. | 139 | $21.6K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 143 | $22.2K | 0.01% | +37+34.9% | Added |
| Quent Capital, LLC | 145 | $22.5K | 0.00% | −28−16.2% | Reduced |
| Focused Wealth Management, Inc | 146 | $22.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 148 | $23.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 149 | $23.0K | 0.01% | +14+10.4% | Added |
| Tanglewood Legacy Advisors, LLC | 159 | $24.7K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 167 | $25.9K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 170 | $26.4K | 0.01% | +109+178.7% | Added |
| Washington Trust Advisors, Inc. | 177 | $27.5K | 0.00% | −20−10.2% | Reduced |
| First Personal Financial Services | 180 | $27.9K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 185 | $29.0K | 0.00% | −181−49.5% | Reduced |
| Princeton Global Asset Management LLC | 200 | $31.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 205 | $32.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 204 | $32.0K | 0.00% | +82+67.2% | Added |
| HHM Wealth Advisors, LLC | 210 | $32.6K | 0.01% | +210 | New |