| Peoples Financial Services Corp. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $0 | 0.00% | +6 | New |
| Guidance Point Advisors, LLC | 15 | $0 | 0.00% | +15 | New |
| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 4 | $0 | 0.00% | +4 | New |
| Addison Advisors LLC | 8 | $0 | 0.00% | +8 | New |
| WestEnd Advisors, LLC | – | $548 | 0.00% | – | – |
| Financial Perspectives, Inc | 15 | $823 | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 15 | $1.00K | 0.00% | −48−76.2% | Reduced |
| Aspire Private Capital, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 25 | $1.00K | 0.00% | +25 | New |
| Estabrook Capital Management | 25 | $1.37K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 27 | $1.50K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 29 | $2.00K | 0.00% | −309−91.4% | Reduced |
| Sittner & Nelson, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 37 | $2.00K | 0.00% | +37 | New |
| JNBA Financial Advisors | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 63 | $3.00K | 0.00% | +50+384.6% | Added |
| Private Ocean, LLC | 59 | $3.00K | 0.00% | +59 | New |
| Kozak & Associates, Inc. | 57 | $3.00K | 0.00% | +57 | New |
| Caldwell Trust Co | 66 | $3.62K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 67 | $4.00K | 0.00% | +67 | New |
| Pacifica Partners Inc. | 100 | $5.00K | 0.00% | −180−64.3% | Reduced |
| Credit Agricole S A | 100 | $5.00K | 0.00% | −129−56.3% | Reduced |
| Central Bank & Trust Co | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 97 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 97 | $5.00K | 0.00% | −8−7.6% | Reduced |
| Tradition Wealth Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 92 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 93 | $5.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 100 | $5.00K | 0.00% | +100 | New |
| Howe & Rusling Inc | 116 | $6.00K | 0.00% | +6+5.5% | Added |
| TD Capital Management LLC | 105 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 111 | $6.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 105 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 106 | $6.00K | 0.00% | +106 | New |
| Raffa Wealth Management, LLC | 114 | $6.26K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 136 | $7.00K | 0.00% | −100−42.4% | Reduced |
| Gemmer Asset Management LLC | 133 | $7.00K | 0.00% | +9+7.3% | Added |
| Arkadios Wealth Advisors | 131 | $7.00K | 0.00% | −11−7.7% | Reduced |
| Atlas Private Wealth Advisors | 127 | $7.00K | 0.00% | +1+0.8% | Added |
| TD Ameritrade Investment Management, LLC | 300 | $8.00K | 0.00% | −614−67.2% | Reduced |
| City Holding Co | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 139 | $8.00K | 0.00% | +88+172.5% | Added |
| Resolute Partners Group | 171 | $9.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 169 | $9.00K | 0.00% | +169 | New |
| Exchange Traded Concepts, LLC | 184 | $10.0K | 0.00% | −17−8.5% | Reduced |
| HighMark Wealth Management LLC | 191 | $10.0K | 0.01% | −11−5.4% | Reduced |
| Truehand, Inc | 184 | $10.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 190 | $10.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 185 | $10.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 184 | $10.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 215 | $10.0K | 0.01% | +215 | New |
| D'Orazio & Associates, Inc. | 193 | $11.0K | 0.00% | +85+78.7% | Added |
| Meridian Wealth Partners, LLC | 210 | $11.0K | 0.00% | +210 | New |
| Capstone Investment Advisors, LLC | 226 | $12.0K | 0.00% | −39,569−99.4% | Reduced |
| Gradient Investments LLC | 226 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 217 | $12.0K | 0.00% | −10−4.4% | Reduced |
| Stuart Chaussee & Associates, Inc. | 210 | $12.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 244 | $13.0K | 0.00% | −2−0.8% | Reduced |
| Vigilant Capital Management, LLC | 244 | $13.0K | 0.00% | +244 | New |
| Anchor Investment Management, LLC | 255 | $14.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 251 | $14.0K | 0.01% | −27−9.7% | Reduced |
| Firestone Capital Management | 290 | $14.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 265 | $14.0K | 0.00% | −1−0.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 250 | $14.0K | 0.00% | −10−3.8% | Reduced |
| Norway Savings Bank | 262 | $14.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 264 | $14.0K | 0.01% | +2+0.8% | Added |
| Plante Moran Financial Advisors, LLC | 250 | $14.0K | 0.00% | +247+8,233.3% | Added |
| Catalyst Capital Advisors LLC | 253 | $14.0K | 0.00% | +253 | New |
| Jacobi Capital Management LLC | 269 | $15.0K | 0.00% | +13+5.1% | Added |
| Costello Asset Management, INC | 261 | $15.0K | 0.01% | +15+6.1% | Added |
| Massmutual Trust Co FSB | 275 | $15.0K | 0.00% | +116+73.0% | Added |
| NewSquare Capital LLC | 275 | $15.0K | 0.00% | +275 | New |
| Pin Oak Investment Advisors Inc | 289 | $16.0K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 290 | $16.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 283 | $16.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 308 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 307 | $17.0K | 0.01% | +307 | New |