| Valley National Advisers Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 6 | $0 | 0.00% | +1+20.0% | Added |
| PrairieView Partners, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7 | $0 | 0.00% | +7 | New |
| Huntington National Bank | 1 | $24 | 0.00% | −49−98.0% | Reduced |
| TCI Wealth Advisors, Inc. | 2 | $49 | 0.00% | −707−99.7% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5 | $122 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 6 | $146 | 0.00% | −1,034−99.4% | Reduced |
| Disciplined Investments, LLC | 6 | $146 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8 | $194 | 0.00% | −56−87.5% | Reduced |
| Glassman Wealth Services | 9 | $219 | 0.00% | +4+80.0% | Added |
| SJS Investment Consulting Inc. | 9 | $219 | 0.00% | +6+200.0% | Added |
| Laurel Wealth Advisors LLC | 10 | $243 | 0.00% | +10 | New |
| Column Capital Advisors, LLC | 15 | $364 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15 | $364 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $388 | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 14 | $390 | 0.00% | +14 | New |
| Schubert & Co | 18 | $437 | 0.00% | −3−14.3% | Reduced |
| NewSquare Capital LLC | 18 | $437 | 0.00% | +18 | New |
| Allworth Financial LP | 22 | $534 | 0.00% | +22 | New |
| Evermay Wealth Management LLC | 25 | $607 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 30 | $734 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 57 | $741 | 0.00% | +57 | New |
| Farmers & Merchants Investments Inc | 32 | $777 | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 39 | $947 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 40 | $971 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 28 | $1.00K | 0.00% | +28 | New |
| GHP Investment Advisors, Inc. | 55 | $1.33K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 62 | $1.50K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 53 | $1.52K | 0.00% | +53 | New |
| Parkside Financial Bank & Trust | 63 | $1.53K | 0.00% | +28+80.0% | Added |
| EverSource Wealth Advisors, LLC | 69 | $1.68K | 0.00% | −47−40.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 75 | $1.82K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 75,285 | $1.83K | 0.00% | +15,111+25.1% | Added |
| Lindbrook Capital, LLC | 78 | $1.89K | 0.00% | −252−76.4% | Reduced |
| Loomis Sayles & Co L P | 91 | $2.00K | 0.00% | −8,662−99.0% | Reduced |
| Nisa Investment Advisors, LLC | 73 | $2.00K | 0.00% | +4+5.8% | Added |
| Massmutual Trust Co FSB | 101 | $2.00K | 0.00% | +41+68.3% | Added |
| Bell Investment Advisors, Inc | 94 | $2.28K | 0.00% | +34+56.7% | Added |
| Truvestments Capital LLC | 97 | $2.35K | 0.00% | +97 | New |
| SOA Wealth Advisors, LLC. | 100 | $2.43K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 100 | $2.43K | 0.00% | +100 | New |
| Pathway Financial Advisers, LLC | 105 | $2.56K | 0.00% | +105 | New |
| Key Financial Inc | 100 | $2.73K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 120 | $2.91K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 121 | $2.94K | 0.00% | +121 | New |
| Hantz Financial Services, Inc. | 109 | $3.00K | 0.00% | +6+5.8% | Added |
| Cary Street Partner Investment Advisory LLC | 125 | $3.04K | 0.00% | +125 | New |
| Blue Bell Private Wealth Management, LLC | 150 | $3.64K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 150 | $3.64K | 0.00% | +150 | New |
| RWM Asset Management, LLC | 163 | $3.96K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 177 | $4.30K | 0.00% | +103+139.2% | Added |
| Private Ocean, LLC | 200 | $4.86K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 206 | $5.00K | 0.00% | +106+106.0% | Added |
| Ellevest, Inc. | 212 | $5.15K | 0.00% | −3,331−94.0% | Reduced |
| Grey Fox Wealth Advisors, LLC | 245 | $5.95K | 0.00% | +245 | New |
| Orion Capital Management LLC | 250 | $6.07K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 250 | $6.07K | 0.00% | +250 | New |
| Highlander Capital Management, LLC | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 300 | $7.28K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 300 | $7.28K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 302 | $7.33K | 0.00% | +302 | New |
| Tradition Wealth Management, LLC | 350 | $8.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 339 | $8.00K | 0.01% | +3+0.9% | Added |
| Focused Wealth Management, Inc | 400 | $9.71K | 0.00% | +200+100.0% | Added |
| Atlantic Trust, LLC | 417 | $10.0K | 0.00% | 00.0% | Unchanged |
| Align Wealth Management, LLC | 400 | $10.9K | 0.01% | +400 | New |
| Sugarloaf Wealth Management, LLC | 500 | $12.1K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 500 | $12.1K | 0.00% | +500 | New |
| Coppell Advisory Solutions Corp. | 500 | $12.1K | 0.00% | +500 | New |
| Allspring Global Investments Holdings, LLC | 509 | $12.4K | 0.00% | −964−65.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 555 | $13.5K | 0.00% | −183−24.8% | Reduced |
| Spire Wealth Management | 650 | $16.0K | 0.00% | +400+160.0% | Added |
| Montag A & Associates Inc | 660 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 693 | $16.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 703 | $17.1K | 0.00% | +63+9.8% | Added |
| Macquarie Group Ltd | 824 | $20.0K | 0.00% | −1,120−57.6% | Reduced |
| FNY Investment Advisers, LLC | 994 | $24.0K | 0.03% | −414−29.4% | Reduced |
| American National Bank | 1,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,000 | $24.0K | 0.00% | +1,000 | New |
| Harbor Investment Advisory, LLC | 1,000 | $24.3K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,000 | $24.3K | 0.02% | +1,000 | New |
| James Investment Research Inc | 1,083 | $26.0K | 0.00% | +1,083 | New |
| Harbour Investments, Inc. | 1,218 | $29.6K | 0.00% | +200+19.6% | Added |
| Global Retirement Partners, LLC | 1,244 | $30.2K | 0.00% | +570+84.6% | Added |
| Larson Financial Group LLC | 1,329 | $32.3K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,443 | $35.0K | 0.03% | +384+36.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,502 | $36.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,543 | $37.2K | 0.00% | −887−36.5% | Reduced |
| BDO Wealth Advisors, LLC | 1,545 | $37.5K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,776 | $43.1K | 0.04% | −35−1.9% | Reduced |
| Elkhorn Partners Limited Partnership | 1,875 | $46.0K | 0.03% | +475+33.9% | Added |
| Carmignac Gestion | 2,000 | $48.6K | 0.00% | +2,000 | New |
| CoreCap Advisors, LLC | 2,025 | $49.2K | 0.00% | +2,025 | New |
| Advisory Services Network, LLC | 2,037 | $49.5K | 0.00% | +2,037 | New |