| Lazard Asset Management LLC | 18 | $0 | 0.00% | −59,136−100.0% | Reduced |
| Roble, Belko & Company, Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,211 | $0 | 0.00% | +1,211 | New |
| Eagle Bay Advisors LLC | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $39 | 0.00% | +1 | New |
| Cambridge Trust Co | 4 | $156 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4 | $156 | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $195 | 0.00% | +5 | New |
| Key Financial Inc | 8 | $311 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $312 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $505 | 0.00% | +13 | New |
| SOA Wealth Advisors, LLC. | 19 | $722 | 0.00% | +1+5.6% | Added |
| Raffa Wealth Management, LLC | 19 | $739 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 24 | $1.00K | 0.00% | −68−73.9% | Reduced |
| Avion Wealth | 53 | $1.00K | 0.00% | +41+341.7% | Added |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | +20 | New |
| TD Ameritrade Investment Management, LLC | 26 | $1.00K | 0.00% | +26 | New |
| Oakworth Capital, Inc. | 27 | $1.05K | 0.00% | −19−41.3% | Reduced |
| Salem Investment Counselors Inc | 37 | $1.44K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 39 | $1.52K | 0.00% | −3−7.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 41 | $1.59K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 43 | $1.67K | 0.00% | +43 | New |
| First Financial Corp | 48 | $1.87K | 0.00% | −49−50.5% | Reduced |
| USA Financial Portformulas Corp | 48 | $1.87K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 50 | $1.94K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 52 | $2.02K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 52 | $2.02K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 53 | $2.06K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 55 | $2.17K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $2.33K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 66 | $2.57K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $2.57K | 0.00% | +13+24.5% | Added |
| TD Waterhouse Canada Inc. | 66 | $2.57K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 75 | $2.92K | 0.00% | +25+50.0% | Added |
| Abound Wealth Management | 76 | $2.96K | 0.00% | +22+40.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 66 | $3.00K | 0.00% | −113−63.1% | Reduced |
| SkyView Investment Advisors, LLC | 82 | $3.00K | 0.00% | +41+100.0% | Added |
| MB, Levis & Associates, LLC | 82 | $3.19K | 0.00% | +1+1.2% | Added |
| Financial Perspectives, Inc | 82 | $3.19K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 87 | $3.38K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $3.89K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 102 | $3.97K | 0.00% | +102 | New |
| First Command Financial Services, Inc. | 102 | $3.97K | 0.00% | +102 | New |
| Dividend Assets Capital, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 107 | $4.17K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 110 | $4.28K | 0.00% | +10+10.0% | Added |
| Sandy Spring Bank | 112 | $4.36K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 114 | $4.43K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 115 | $4.47K | 0.00% | +115 | New |
| Fiduciary Alliance LLC | 118 | $4.59K | 0.00% | +118 | New |
| SRS Capital Advisors, Inc. | 121 | $4.69K | 0.00% | −16−11.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 123 | $4.78K | 0.00% | +82+200.0% | Added |
| Barrett & Company, Inc. | 123 | $4.78K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 116 | $5.00K | 0.00% | +6+5.5% | Added |
| Sutton Wealth Advisors Inc. | 132 | $5.13K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 133 | $5.17K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 150 | $5.82K | 0.00% | −260−63.4% | Reduced |
| General Partner, Inc. | 150 | $5.83K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 157 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 144 | $6.00K | 0.00% | +14+10.8% | Added |
| Loomis Sayles & Co L P | 149 | $6.00K | 0.00% | +101+210.4% | Added |
| AdvisorNet Financial, Inc | 155 | $6.03K | 0.00% | −2,515−94.2% | Reduced |
| Farther Finance Advisors, LLC | 165 | $6.42K | 0.00% | +9+5.8% | Added |
| Global Trust Asset Management, LLC | 166 | $6.45K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 168 | $6.53K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 171 | $6.65K | 0.00% | +171 | New |
| Washington Trust Co | 200 | $7.78K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 200 | $7.81K | 0.00% | +200 | New |
| Winch Advisory Services, LLC | 214 | $8.00K | 0.00% | +2+0.9% | Added |
| GW&K Investment Management, LLC | 210 | $8.00K | 0.00% | +210 | New |
| Elequin Capital LP | 207 | $8.05K | 0.00% | +207 | New |
| Addison Advisors LLC | 224 | $8.71K | 0.00% | +224 | New |
| Annapolis Financial Services, LLC | 227 | $8.83K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 228 | $8.87K | 0.00% | +144+171.4% | Added |
| Northwest Investment Counselors, LLC | 241 | $9.37K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 252 | $9.81K | 0.01% | +2+0.8% | Added |
| Old Point Trust & Financial Services N A | 263 | $10.2K | 0.00% | +263 | New |
| St Germain D J Co Inc | 268 | $10.4K | 0.00% | +268 | New |
| Sunbelt Securities, Inc. | 269 | $10.5K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 270 | $10.5K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 272 | $10.6K | 0.00% | −94−25.7% | Reduced |
| Ronald Blue Trust, Inc. | 276 | $11.0K | 0.00% | −161−36.8% | Reduced |
| Lowe Wealth Advisors, LLC | 285 | $11.1K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 286 | $11.1K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 299 | $11.6K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 300 | $11.7K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 300 | $11.7K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 302 | $11.7K | 0.01% | +302 | New |
| Front Row Advisors LLC | 304 | $12.0K | 0.01% | −4−1.3% | Reduced |
| Glassman Wealth Services | 311 | $12.1K | 0.00% | +5+1.6% | Added |
| Cary Street Partner Investment Advisory LLC | 315 | $12.2K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 308 | $12.3K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 333 | $12.9K | 0.00% | −2−0.6% | Reduced |
| WFA Asset Management Corp | 336 | $13.0K | 0.01% | +4+1.2% | Added |
| Riverview Trust Co | 339 | $13.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 340 | $13.2K | 0.00% | −68−16.7% | Reduced |
| Trust Co | 353 | $13.7K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 357 | $13.9K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 350 | $14.0K | 0.01% | −150−30.0% | Reduced |