| Peoples Financial Services Corp. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $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 |
| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| Aquire Wealth Advisors, LLC | 7 | $0 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 10 | $568 | 0.00% | – | – |
| PFS Partners, LLC | 11 | $626 | 0.00% | +11 | New |
| Financial Perspectives, Inc | 15 | $853 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 11 | $1.00K | 0.00% | −936−98.8% | Reduced |
| SRS Capital Advisors, Inc. | 13 | $1.00K | 0.00% | −50−79.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 15 | $1.00K | 0.00% | +1+7.1% | Added |
| Ford Financial Group, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Estabrook Capital Management | 25 | $1.42K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 27 | $1.53K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 29 | $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 |
| Sittner & Nelson, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 28 | $2.00K | 0.00% | +28 | New |
| Level Financial Advisors, Inc. | 38 | $2.00K | 0.00% | +38 | New |
| Morton Brown Family Wealth, LLC | 43 | $2.00K | 0.00% | +43 | New |
| JNBA Financial Advisors | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 48 | $3.00K | 0.00% | +40+500.0% | Added |
| Albion Financial Group | 48 | $3.00K | 0.00% | +48 | New |
| Core Alternative Capital | 47 | $3.00K | 0.00% | +47 | New |
| Schubert & Co | 54 | $3.00K | 0.00% | +54 | New |
| Brown, Lisle/Cummings, Inc. | 57 | $3.25K | 0.00% | +57 | New |
| Caldwell Trust Co | 66 | $3.75K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 66 | $3.75K | 0.00% | +66 | New |
| Asset Dedication, LLC | 68 | $4.00K | 0.00% | −240−77.9% | Reduced |
| Rock Creek Group, LP | 67 | $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 |
| Capital Advisors, Ltd. LLC | 76 | $4.00K | 0.00% | +76 | New |
| Dark Forest Capital Management LP | 76 | $4.00K | 0.00% | +76 | New |
| Ossiam | 96 | $5.00K | 0.00% | −1,354−93.4% | Reduced |
| Lenox Wealth Advisors, LLC | 88 | $5.00K | 0.00% | −14−13.7% | Reduced |
| Smithfield Trust Co | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $6.00K | 0.00% | −2,000−95.2% | Reduced |
| Ci Investments Inc. | 106 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 105 | $6.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 105 | $6.00K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 97 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 110 | $6.00K | 0.00% | +17+18.3% | Added |
| Versant Capital Management, Inc | 97 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 112 | $6.00K | 0.00% | +112 | New |
| Zullo Investment Group, Inc. | 103 | $6.00K | 0.00% | +103 | New |
| Tilia Fiduciary Partners, Inc. | 101 | $6.00K | 0.00% | +101 | New |
| Raffa Wealth Management, LLC | 114 | $6.48K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 118 | $7.00K | 0.00% | −132−52.8% | Reduced |
| Howe & Rusling Inc | 116 | $7.00K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 134 | $7.00K | 0.00% | +134 | New |
| Koshinski Asset Management, Inc. | 135 | $7.68K | 0.00% | −3,807−96.6% | Reduced |
| Truehand, Inc | 134 | $8.00K | 0.00% | −50−27.2% | Reduced |
| Sandy Spring Bank | 136 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 136 | $8.00K | 0.00% | +3+2.3% | Added |
| West Bancorporation Inc | 134 | $8.00K | 0.01% | +134 | New |
| Vigilant Capital Management, LLC | 159 | $9.00K | 0.00% | −85−34.8% | Reduced |
| City Holding Co | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 183 | $10.0K | 0.00% | −581−76.0% | Reduced |
| Westside Investment Management, Inc. | 184 | $10.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 177 | $10.0K | 0.00% | +8+4.7% | Added |
| Lee Financial Co | 174 | $10.0K | 0.00% | +35+25.2% | Added |
| Carmichael Hill & Associates, Inc. | 200 | $11.0K | 0.01% | −400−66.7% | Reduced |
| Hexagon Capital Partners LLC | 190 | $11.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 185 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 200 | $11.0K | 0.00% | +200 | New |
| Bell Investment Advisors, Inc | 204 | $12.0K | 0.00% | −103−33.6% | Reduced |
| Front Row Advisors LLC | 210 | $12.0K | 0.00% | −41−16.3% | Reduced |
| Tarbox Family Office, Inc. | 214 | $12.0K | 0.00% | −3−1.4% | Reduced |
| Stuart Chaussee & Associates, Inc. | 210 | $12.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 214 | $12.0K | 0.00% | +214 | New |
| HighMark Wealth Management LLC | 223 | $13.0K | 0.01% | +32+16.8% | Added |
| Shell Asset Management Co | 240 | $14.0K | 0.00% | −23,977−99.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 250 | $14.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 246 | $14.0K | 0.00% | +20+8.8% | Added |
| 1832 Asset Management L.P. | 263 | $15.0K | 0.00% | −6,181−95.9% | Reduced |
| Costello Asset Management, INC | 261 | $15.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 262 | $15.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 266 | $15.0K | 0.01% | +266 | New |