| Tradewinds Capital Management, LLC | 2 | $149 | 0.00% | +2 | New |
| Antonetti Capital Management LLC | 2 | $174 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 3 | $257 | 0.00% | −403−99.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5 | $421 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $506 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 6 | $524 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 8 | $674 | 0.00% | −2−20.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $674 | 0.00% | +8 | New |
| Avion Wealth | 19 | $1.00K | 0.00% | +17+850.0% | Added |
| Raffa Wealth Management, LLC | 12 | $1.01K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 15 | $1.26K | 0.00% | −246−94.3% | Reduced |
| Pacifica Partners Inc. | 16 | $1.37K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 26 | $2.19K | 0.00% | +26 | New |
| Baker Avenue Asset Management, LP | 30 | $2.53K | 0.00% | −753−96.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 31 | $2.61K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 32 | $2.73K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 33 | $2.78K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 40 | $3.37K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 45 | $3.79K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 52 | $4.38K | 0.00% | −35−40.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 57 | $4.80K | 0.00% | +57 | New |
| Financial Management Professionals, Inc. | 61 | $5.00K | 0.00% | −80−56.7% | Reduced |
| Ulland Investment Advisors, LLC | 64 | $5.00K | 0.01% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 65 | $5.00K | 0.00% | +65 | New |
| Oliver Lagore Vanvalin Investment Group | 64 | $5.39K | 0.00% | +1+1.6% | Added |
| Eagle Bay Advisors LLC | 64 | $5.39K | 0.00% | −9−12.3% | Reduced |
| DB Wealth Management Group, LLC | 65 | $5.47K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 66 | $5.55K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 66 | $5.58K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 68 | $5.73K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $5.81K | 0.00% | – | – |
| Farmers & Merchants Trust Co of Chambersburg PA | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 82 | $6.91K | 0.00% | −24−22.6% | Reduced |
| Stuart Chaussee & Associates, Inc. | 84 | $7.07K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 85 | $7.16K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 86 | $7.24K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 90 | $7.57K | 0.01% | +12+15.4% | Added |
| Abound Wealth Management | 90 | $7.59K | 0.00% | +36+66.7% | Added |
| RFP Financial Group LLC | 91 | $7.70K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 93 | $7.83K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 100 | $8.42K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 100 | $8.42K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 100 | $8.42K | 0.00% | +100 | New |
| Cornerstone Planning Group LLC | 107 | $9.03K | 0.00% | +107 | New |
| Sofos Investments, Inc. | 84 | $9.16K | 0.04% | −7−7.7% | Reduced |
| Proffitt & Goodson Inc | 109 | $9.18K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 109 | $9.18K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 110 | $9.23K | 0.00% | +1+0.9% | Added |
| HHM Wealth Advisors, LLC | 112 | $9.43K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 112 | $9.43K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 116 | $9.77K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 116 | $9.77K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 130 | $10.0K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 120 | $10.1K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 120 | $10.1K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 120 | $10.1K | 0.01% | +120 | New |
| Impact Partnership Wealth, LLC | 126 | $10.6K | 0.00% | +126 | New |
| Private Ocean, LLC | 129 | $10.9K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 130 | $10.9K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 127 | $11.0K | 0.00% | +127 | New |
| Mendota Financial Group, LLC | 134 | $11.3K | 0.01% | −221−62.3% | Reduced |
| Bank of New Hampshire | 135 | $11.4K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 145 | $12.2K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 156 | $13.1K | 0.00% | −113−42.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 162 | $13.5K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 171 | $14.0K | 0.01% | +2+1.2% | Added |
| Founders Capital Management | 173 | $14.6K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 190 | $16.0K | 0.00% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 191 | $16.1K | 0.00% | −4,014−95.5% | Reduced |
| Trust Co | 200 | $16.8K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $16.8K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $16.8K | 0.02% | +200 | New |
| Missouri Trust & Investment Co | 200 | $16.8K | 0.01% | +200 | New |
| Roble, Belko & Company, Inc | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 203 | $17.1K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 211 | $17.8K | 0.01% | +30+16.6% | Added |
| Riverview Trust Co | 225 | $18.9K | 0.02% | −230−50.5% | Reduced |
| Union Savings Bank | 230 | $19.5K | 0.01% | +230 | New |
| Richard W. Paul & Associates, LLC | 242 | $20.4K | 0.01% | +31+14.7% | Added |
| Carmichael Hill & Associates, Inc. | 245 | $20.6K | 0.01% | +10+4.3% | Added |
| Brown, Lisle/Cummings, Inc. | 249 | $21.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 250 | $21.1K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 250 | $21.1K | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 256 | $22.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 266 | $22.4K | 0.01% | +266 | New |
| Coppell Advisory Solutions LLC | 276 | $23.0K | 0.01% | +276 | New |
| Kelly Financial Services LLC | 282 | $23.7K | 0.01% | +3+1.1% | Added |
| Catalyst Capital Advisors LLC | 284 | $23.9K | 0.00% | −24−7.8% | Reduced |
| Hanson & Doremus Investment Management | 300 | $25.0K | 0.01% | −95−24.1% | Reduced |
| Canton Hathaway, LLC | 300 | $25.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 307 | $25.0K | 0.01% | +33+12.0% | Added |
| Ameliora Wealth Management Ltd. | 300 | $25.3K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 302 | $25.4K | 0.01% | −75−19.9% | Reduced |
| Prestige Wealth Management Group LLC | 311 | $26.2K | 0.01% | +85+37.6% | Added |
| Fairfield, Bush & Co. | 312 | $26.3K | 0.01% | +312 | New |
| Chilton Capital Management LLC | 313 | $26.4K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 338 | $28.5K | 0.02% | −8−2.3% | Reduced |
| Financial Perspectives, Inc | 349 | $29.4K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 360 | $30.3K | 0.01% | 00.0% | Unchanged |