| McClarren Financial Advisors, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 6 | $0 | 0.00% | +6 | New |
| Macroview Investment Management LLC | 2 | $126 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2 | $126 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2 | $126 | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2 | $127 | 0.00% | +2 | New |
| Clear Perspectives Financial Planning, LLC | 3 | $190 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 63 | $230 | 0.00% | −548−89.7% | Reduced |
| Boyd Watterson Asset Management LLC | 4 | $253 | 0.00% | +4 | New |
| Coastal Capital Group, Inc. | 5 | $254 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $316 | 0.00% | −376−98.7% | Reduced |
| Rosenberg Matthew Hamilton | 7 | $443 | 0.00% | +7 | New |
| Peoples Financial Services Corp. | 8 | $505 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $569 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 9 | $569 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 10 | $632 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 10 | $632 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 10 | $632 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 10 | $654 | 0.00% | −1−9.1% | Reduced |
| Delos Wealth Advisors, LLC | 11 | $696 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 11 | $696 | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 15 | $949 | 0.00% | −2−11.8% | Reduced |
| Financial Perspectives, Inc | 15 | $949 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 15,258 | $965 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Salem Investment Counselors Inc | 17 | $1.06K | 0.00% | +17 | New |
| Stonebridge Capital Advisors LLC | 21 | $1.33K | 0.00% | −40−65.6% | Reduced |
| Tfo-TDC, LLC | 11 | $1.51K | 0.00% | +11 | New |
| Estabrook Capital Management | 25 | $1.58K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 25 | $1.58K | 0.00% | +25 | New |
| Global Financial Private Client, LLC | 27 | $1.71K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 27 | $1.71K | 0.00% | +27 | New |
| Level Financial Advisors, Inc. | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 32 | $2.00K | 0.00% | +32 | New |
| BerganKDV Wealth Management, LLC | 33 | $2.09K | 0.00% | −250−88.3% | Reduced |
| Zullo Investment Group, Inc. | 36 | $2.28K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 40 | $2.53K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 44 | $2.80K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 46 | $2.90K | 0.00% | +1+2.2% | Added |
| TSFG, LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 49 | $3.00K | 0.00% | +19+63.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $3.20K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 51 | $3.23K | 0.00% | +19+59.4% | Added |
| SRS Capital Advisors, Inc. | 51 | $3.25K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 58 | $3.70K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 74 | $4.00K | 0.00% | −245−76.8% | Reduced |
| Old North State Trust, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 66 | $4.17K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $4.18K | 0.00% | +13+24.5% | Added |
| Beacon Capital Management, LLC | 69 | $4.36K | 0.00% | +37+115.6% | Added |
| Disciplined Investments, LLC | 71 | $4.49K | 0.00% | +2+2.9% | Added |
| SJS Investment Consulting Inc. | 73 | $4.62K | 0.00% | +43+143.3% | Added |
| Colonial Trust Advisors | 78 | $4.93K | 0.00% | +78 | New |
| Cedar Wealth Management, LLC | 84 | $5.31K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 92 | $5.82K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 97 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 91 | $6.00K | 0.01% | 00.0% | Unchanged |
| American National Bank | 94 | $6.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 89 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 100 | $6.32K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 100 | $6.32K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 100 | $6.32K | 0.00% | +100 | New |
| Pacifica Partners Inc. | 100 | $6.34K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 102 | $6.45K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 105 | $6.64K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 105 | $6.64K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 116 | $7.00K | 0.00% | +56+93.3% | Added |
| Raffa Wealth Management, LLC | 114 | $7.21K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 117 | $7.40K | 0.00% | +117 | New |
| Larson Financial Group LLC | 118 | $7.46K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 131 | $8.00K | 0.00% | −77−37.0% | Reduced |
| Pflug Koory, LLC | 119 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 128 | $8.10K | 0.01% | +8+6.7% | Added |
| Annapolis Financial Services, LLC | 138 | $8.73K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 140 | $9.00K | 0.00% | −436−75.7% | Reduced |
| Park Place Capital Corp | 140 | $9.00K | 0.00% | +140 | New |
| Lee Financial Co | 147 | $9.30K | 0.00% | −35−19.2% | Reduced |
| Central Trust Co | 150 | $9.49K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 150 | $9.49K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 158 | $9.99K | 0.01% | −10−6.0% | Reduced |
| Addison Advisors LLC | 159 | $10.1K | 0.01% | +32+25.2% | Added |
| Red Tortoise LLC | 173 | $10.9K | 0.01% | +173 | New |
| Baystate Wealth Management LLC | 174 | $11.0K | 0.00% | +1+0.6% | Added |
| Steward Financial Group LLC | 180 | $11.0K | 0.01% | +180 | New |
| Laffer Tengler Investments | 185 | $11.7K | 0.00% | +185 | New |
| Asset Dedication, LLC | 196 | $12.0K | 0.00% | +89+83.2% | Added |
| HighMark Wealth Management LLC | 199 | $12.6K | 0.01% | −5−2.5% | Reduced |
| Glen Eagle Advisors, LLC | 200 | $12.6K | 0.00% | +200 | New |
| Householder Group Estate & Retirement Specialist, LLC | 214 | $13.0K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 210 | $13.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 288 | $13.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 222 | $14.0K | 0.00% | −532−70.6% | Reduced |
| Armstrong Advisory Group, Inc | 223 | $14.1K | 0.00% | +223 | New |
| JJJ Advisors Inc. | 232 | $14.8K | 0.00% | −4−1.7% | Reduced |
| Pinnacle Bancorp, Inc. | 236 | $15.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 240 | $15.2K | 0.00% | −250−51.0% | Reduced |