| Retirement Group, LLC | 3 | $0 | 0.00% | −3−50.0% | Reduced |
| McClarren Financial Advisors, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $0 | 0.00% | +15 | New |
| Hallmark Capital Management Inc | 1 | $37 | 0.00% | +1 | New |
| Macroview Investment Management LLC | 2 | $101 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2 | $101 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2 | $101 | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2 | $102 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $151 | 0.00% | +3 | New |
| Boyd Watterson Asset Management LLC | 4 | $201 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 7 | $353 | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 8 | $402 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 8 | $403 | 0.00% | +8 | New |
| Providence Capital Advisors, LLC | 9 | $453 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $454 | 0.00% | +9 | New |
| Cedar Mountain Advisors, LLC | 10 | $504 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 50 | $524 | 0.02% | −13−20.6% | Reduced |
| Tfo-TDC, LLC | 11 | $554 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 11 | $554 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 11 | $554 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 11 | $554 | 0.00% | +11 | New |
| Financial Perspectives, Inc | 15 | $755 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 17 | $842 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 27 | $1.00K | 0.00% | −3,683−99.3% | Reduced |
| Baldrige Asset Management LLC | 14 | $1.00K | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 21 | $1.06K | 0.00% | −52−71.2% | Reduced |
| 25 LLC | 20 | $1.07K | 0.00% | +20 | New |
| McIlrath & Eck, LLC | 24 | $1.21K | 0.00% | +14+140.0% | Added |
| Estabrook Capital Management | 25 | $1.26K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 26 | $1.31K | 0.00% | +26 | New |
| Global Financial Private Client, LLC | 27 | $1.36K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 32 | $1.61K | 0.00% | −37−53.6% | Reduced |
| Gradient Investments LLC | 32 | $1.61K | 0.00% | −19−37.3% | Reduced |
| BerganKDV Wealth Management, LLC | 33 | $1.66K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $1.66K | 0.00% | +24+266.7% | Added |
| Wolff Wiese Magana LLC | 35 | $1.76K | 0.00% | +30+600.0% | Added |
| Level Financial Advisors, Inc. | 38 | $1.91K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 33 | $2.00K | 0.00% | −16−32.7% | Reduced |
| Sittner & Nelson, LLC | 40 | $2.01K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 45 | $2.24K | 0.00% | +1+2.3% | Added |
| Financial Avengers, Inc. | 46 | $2.31K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 50 | $2.52K | 0.00% | −150−75.0% | Reduced |
| SRS Capital Advisors, Inc. | 52 | $2.60K | 0.00% | +1+2.0% | Added |
| Disciplined Investments, LLC | 52 | $2.62K | 0.00% | −19−26.8% | Reduced |
| Cedar Wealth Management, LLC | 56 | $2.82K | 0.00% | −28−33.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 59 | $2.96K | 0.00% | +1+1.7% | Added |
| Old North State Trust, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 61 | $3.07K | 0.00% | +61 | New |
| Caldwell Trust Co | 66 | $3.32K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 70 | $3.52K | 0.00% | +70 | New |
| Tradition Wealth Management, LLC | 70 | $4.00K | 0.00% | −46−39.7% | Reduced |
| Front Row Advisors LLC | 89 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 82 | $4.13K | 0.00% | +4+5.1% | Added |
| Lee Financial Co | 88 | $4.43K | 0.00% | −59−40.1% | Reduced |
| Schubert & Co | 98 | $4.94K | 0.00% | −30−23.4% | Reduced |
| Syverson Strege & Co | 99 | $4.99K | 0.00% | +99 | New |
| Hazlett, Burt & Watson, Inc. | 91 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 97 | $5.00K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 100 | $5.04K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 100 | $5.04K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $5.04K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 100 | $5.04K | 0.00% | +100 | New |
| Pacifica Partners Inc. | 100 | $5.09K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 101 | $5.09K | 0.00% | +35+53.0% | Added |
| First Financial Corp | 102 | $5.14K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 105 | $5.29K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 105 | $5.29K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 114 | $5.74K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 117 | $5.89K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 118 | $5.94K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 119 | $5.99K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 116 | $6.00K | 0.00% | −80−40.8% | Reduced |
| Versant Capital Management, Inc | 120 | $6.04K | 0.00% | +28+30.4% | Added |
| Kalos Management, Inc. | 124 | $6.22K | 0.01% | +124 | New |
| Bank of New Hampshire | 125 | $6.29K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 134 | $6.75K | 0.00% | −6−4.3% | Reduced |
| Annapolis Financial Services, LLC | 138 | $6.95K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 140 | $7.05K | 0.00% | −100−41.7% | Reduced |
| Raleigh Capital Management Inc. | 140 | $7.07K | 0.00% | +140 | New |
| Central Trust Co | 150 | $7.55K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 150 | $7.55K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 155 | $7.81K | 0.00% | −4−2.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 158 | $7.96K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 153 | $8.00K | 0.00% | +22+16.8% | Added |
| Red Tortoise LLC | 173 | $8.71K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 175 | $8.86K | 0.00% | +1+0.6% | Added |
| WealthPLAN Partners, LLC | 176 | $8.86K | 0.00% | +176 | New |
| Laffer Tengler Investments | 185 | $9.32K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 188 | $9.47K | 0.00% | −34−15.3% | Reduced |
| Costello Asset Management, INC | 190 | $9.57K | 0.01% | −71−27.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 210 | $10.6K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 214 | $11.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 223 | $11.2K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 230 | $11.8K | 0.00% | −2−0.9% | Reduced |
| HighMark Wealth Management LLC | 235 | $11.8K | 0.01% | +36+18.1% | Added |
| Pinnacle Bancorp, Inc. | 236 | $11.9K | 0.00% | 00.0% | Unchanged |