| Roble, Belko & Company, Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $0 | 0.00% | +12 | New |
| Eagle Bay Advisors LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $40 | 0.00% | −2−66.7% | Reduced |
| Emfo, LLC | 3 | $121 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 4 | $160 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $320 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $321 | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 11 | $441 | 0.00% | −2,061−99.5% | Reduced |
| WestEnd Advisors, LLC | – | $481 | 0.00% | – | – |
| SOA Wealth Advisors, LLC. | 18 | $740 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $761 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $1.00K | 0.00% | −86,085−100.0% | Reduced |
| Baldrige Asset Management LLC | 19 | $1.00K | 0.00% | +19 | New |
| Salem Investment Counselors Inc | 37 | $1.48K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 41 | $1.64K | 0.00% | +41 | New |
| Newbridge Financial Services Group, Inc. | 41 | $1.66K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 42 | $1.68K | 0.00% | +8+23.5% | Added |
| Oakworth Capital, Inc. | 46 | $1.84K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 48 | $1.92K | 0.00% | +48 | New |
| Loomis Sayles & Co L P | 48 | $2.00K | 0.00% | −780−94.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 41 | $2.00K | 0.00% | +41 | New |
| Baker Avenue Asset Management, LP | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Tucker Asset Management LLC | 52 | $2.08K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 52 | $2.08K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 53 | $2.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $2.12K | 0.00% | +1+1.9% | Added |
| Abound Wealth Management | 54 | $2.17K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 55 | $2.20K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $2.40K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 61 | $2.44K | 0.00% | +61 | New |
| TD Waterhouse Canada Inc. | 66 | $2.63K | 0.00% | −6,450−99.0% | Reduced |
| Red Tortoise LLC | 66 | $2.64K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 67 | $2.69K | 0.00% | +67 | New |
| Schubert & Co | 77 | $3.08K | 0.00% | +9+13.2% | Added |
| MB, Levis & Associates, LLC | 81 | $3.25K | 0.00% | +1+1.3% | Added |
| Financial Perspectives, Inc | 82 | $3.29K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 84 | $3.37K | 0.00% | −13−13.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 87 | $3.49K | 0.00% | −15−14.7% | Reduced |
| First Financial Corp | 97 | $3.88K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 110 | $4.00K | 0.00% | +1+0.9% | Added |
| Dividend Assets Capital, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 92 | $4.00K | 0.00% | +78+557.1% | Added |
| JNBA Financial Advisors | 100 | $4.01K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $4.01K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 107 | $4.29K | 0.00% | −747−87.5% | Reduced |
| Sandy Spring Bank | 112 | $4.49K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 114 | $4.57K | 0.00% | +114 | New |
| Barrett & Company, Inc. | 123 | $4.93K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 130 | $5.00K | 0.00% | −51−28.2% | Reduced |
| Sutton Wealth Advisors Inc. | 132 | $5.29K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 133 | $5.33K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 137 | $5.49K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 157 | $6.00K | 0.00% | −7−4.3% | Reduced |
| Farther Finance Advisors, LLC | 156 | $6.25K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 150 | $6.25K | 0.01% | +150 | New |
| Global Trust Asset Management, LLC | 166 | $6.65K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 168 | $6.73K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 179 | $7.00K | 0.00% | −96−34.9% | Reduced |
| Washington Trust Co | 200 | $8.01K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 212 | $9.00K | 0.00% | +2+1.0% | Added |
| Annapolis Financial Services, LLC | 227 | $9.09K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 241 | $9.65K | 0.00% | −241−50.0% | Reduced |
| New England Capital Financial Advisors LLC | 250 | $10.0K | 0.01% | +3+1.2% | Added |
| Sunbelt Securities, Inc. | 269 | $10.6K | 0.00% | +269 | New |
| Antonetti Capital Management LLC | 270 | $10.8K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 285 | $11.4K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 286 | $11.4K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 299 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 308 | $12.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 308 | $12.0K | 0.01% | −1−0.3% | Reduced |
| First Personal Financial Services | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 300 | $12.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 306 | $12.3K | 0.00% | +25+8.9% | Added |
| Cary Street Partner Investment Advisory LLC | 315 | $12.6K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 332 | $13.3K | 0.01% | +3+0.9% | Added |
| Jones Financial Companies LLLP | 335 | $13.4K | 0.00% | +335 | New |
| Riverview Trust Co | 339 | $13.6K | 0.01% | 00.0% | Unchanged |
| Trust Co | 353 | $14.1K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 357 | $14.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 366 | $14.7K | 0.00% | +106+40.8% | Added |
| Farmers & Merchants Investments Inc | 375 | $15.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 377 | $15.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 380 | $15.2K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 392 | $15.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 388 | $16.0K | 0.01% | +9+2.4% | Added |
| Cranbrook Wealth Management, LLC | 401 | $16.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 408 | $16.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 410 | $16.4K | 0.00% | +410 | New |
| Strategic Investment Solutions, Inc. | 424 | $17.0K | 0.00% | +424 | New |
| Glen Eagle Advisors, LLC | 425 | $17.0K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 433 | $17.3K | 0.00% | +433 | New |
| TSFG, LLC | 440 | $18.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 451 | $18.1K | 0.00% | +173+62.2% | Added |
| Venturi Wealth Management, LLC | 451 | $18.1K | 0.00% | +451 | New |
| Coastal Capital Group, Inc. | 451 | $18.1K | 0.00% | +6+1.3% | Added |
| First Manhattan Co | 472 | $18.9K | 0.00% | 00.0% | Unchanged |