| Lazard Asset Management LLC | 20 | $0 | 0.00% | −720−97.3% | Reduced |
| First Command Advisory Services, Inc. | 19 | $0 | 0.00% | +19 | New |
| Rise Advisors, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $46 | 0.00% | – | – |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $69 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 6 | $138 | 0.00% | −115−95.0% | Reduced |
| True Wealth Design, LLC | 7 | $161 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 8 | $183 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $203 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $206 | 0.00% | −27−75.0% | Reduced |
| Highline Wealth Partners LLC | 11 | $252 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13 | $298 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 18 | $413 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 19 | $431 | 0.00% | +19 | New |
| Ruedi Wealth Management, Inc. | 20 | $458 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 30 | $687 | 0.00% | −131−81.4% | Reduced |
| Sunbelt Securities, Inc. | 42 | $933 | 0.00% | +42 | New |
| Valley National Advisers Inc | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 38 | $1.00K | 0.00% | +38 | New |
| Householder Group Estate & Retirement Specialist, LLC | 49 | $1.00K | 0.00% | +49 | New |
| Caldwell Trust Co | 44 | $1.01K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 47 | $1.08K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 50 | $1.15K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 52 | $1.19K | 0.00% | −31−37.3% | Reduced |
| Baker Avenue Asset Management, LP | 54 | $1.24K | 0.00% | −209−79.5% | Reduced |
| Glen Eagle Advisors, LLC | 59 | $1.35K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 60 | $1.38K | 0.00% | +60 | New |
| Column Capital Advisors, LLC | 62 | $1.42K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 65 | $1.49K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 66 | $1.51K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 67 | $1.53K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 73 | $1.67K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 75 | $1.72K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 75 | $1.72K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 75 | $1.72K | 0.00% | +75 | New |
| National Pension Service | 81 | $1.80K | 0.00% | −23,580−99.7% | Reduced |
| Adirondack Trust Co | 80 | $1.83K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 68 | $1.88K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 85 | $1.95K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 127 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 84 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 89 | $2.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 108 | $2.00K | 0.00% | +1+0.9% | Added |
| Cape Investment Advisory, Inc. | 92 | $2.11K | 0.00% | +92 | New |
| Versant Capital Management, Inc | 94 | $2.15K | 0.00% | −152−61.8% | Reduced |
| Sutton Wealth Advisors Inc. | 96 | $2.20K | 0.00% | −358−78.9% | Reduced |
| Princeton Global Asset Management LLC | 96 | $2.21K | 0.00% | +1+1.1% | Added |
| Norwood Financial Corp | 100 | $2.29K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $2.29K | 0.00% | −12−10.7% | Reduced |
| Ahrens Investment Partners LLC | 100 | $2.29K | 0.00% | +100 | New |
| Truvestments Capital LLC | 104 | $2.38K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 104 | $2.40K | 0.00% | −48−31.6% | Reduced |
| Kozak & Associates, Inc. | 105 | $2.41K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 112 | $2.57K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 113 | $2.59K | 0.00% | −34−23.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 120 | $2.75K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 120 | $2.75K | 0.00% | +120 | New |
| Schubert & Co | 126 | $2.89K | 0.00% | −58−31.5% | Reduced |
| Prestige Wealth Management Group LLC | 127 | $2.91K | 0.00% | −73−36.5% | Reduced |
| TSFG, LLC | 141 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 111 | $3.00K | 0.00% | +111 | New |
| Sound Income Strategies, LLC | 133 | $3.04K | 0.00% | +7+5.6% | Added |
| Spire Wealth Management | 142 | $3.25K | 0.00% | −108−43.2% | Reduced |
| Richard W. Paul & Associates, LLC | 144 | $3.29K | 0.00% | +2+1.4% | Added |
| Sugarloaf Wealth Management, LLC | 156 | $3.58K | 0.00% | +1+0.6% | Added |
| Atlantic Trust, LLC | 157 | $3.60K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 165 | $3.78K | 0.00% | +2+1.2% | Added |
| WR Wealth Planners, LLC | 170 | $3.90K | 0.00% | +170 | New |
| Resources Management Corp | 200 | $4.00K | 0.00% | −14,767−98.7% | Reduced |
| Capital Advisors, Ltd. LLC | 160 | $4.00K | 0.00% | −597−78.9% | Reduced |
| Grove Bank & Trust | 176 | $4.03K | 0.00% | +176 | New |
| Tompkins Financial Corp | 178 | $4.08K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 183 | $4.19K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 185 | $4.24K | 0.00% | +2+1.1% | Added |
| Beacon Capital Management, LLC | 200 | $4.58K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $4.58K | 0.00% | +200 | New |
| WealthPLAN Partners, LLC | 206 | $4.72K | 0.00% | +206 | New |
| Winch Advisory Services, LLC | 204 | $5.00K | 0.00% | +3+1.5% | Added |
| TD Ameritrade Investment Management, LLC | 199 | $5.00K | 0.00% | +93+87.7% | Added |
| Costello Asset Management, INC | 220 | $5.04K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 226 | $5.18K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 227 | $5.21K | 0.00% | +2+0.9% | Added |
| Atticus Wealth Management, LLC | 245 | $5.61K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 265 | $6.07K | 0.00% | −662−71.4% | Reduced |
| New Hampshire Trust | 300 | $6.87K | 0.00% | −150−33.3% | Reduced |
| Tortoise Investment Management, LLC | 300 | $6.87K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 300 | $7.00K | 0.00% | +2+0.7% | Added |
| Crewe Advisors LLC | 315 | $7.22K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 345 | $7.90K | 0.01% | −1,807−84.0% | Reduced |
| Kelly Financial Services LLC | 347 | $7.96K | 0.00% | +3+0.9% | Added |
| Bangor Savings Bank | 353 | $8.09K | 0.00% | −428−54.8% | Reduced |
| West Paces Advisors Inc. | 363 | $8.32K | 0.00% | +62+20.6% | Added |
| Independence Bank of Kentucky | 380 | $8.71K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 380 | $9.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 437 | $10.0K | 0.00% | +37+9.3% | Added |
| Horan Securities, Inc. | 448 | $10.3K | 0.01% | +4+0.9% | Added |
| Proequities, Inc. | 469 | $10.7K | 0.00% | +32+7.3% | Added |
| Covestor Ltd | 458 | $11.0K | 0.01% | −245−34.9% | Reduced |