| TSFG, LLC | 6 | $0 | 0.00% | +1+20.0% | Added |
| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| Mendota Financial Group, LLC | 1 | $74 | 0.00% | +1 | New |
| Boyd Watterson Asset Management LLC | 4 | $293 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4 | $293 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $293 | 0.00% | +4 | New |
| Fortis Group Advisors, LLC | 5 | $366 | 0.00% | 00.0% | Unchanged |
| City State Bank | 5 | $366 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $366 | 0.00% | +1+25.0% | Added |
| Chesapeake Asset Management LLC | 5 | $366 | 0.00% | +5 | New |
| First Personal Financial Services | 6 | $440 | 0.00% | +6 | New |
| McIlrath & Eck, LLC | 7 | $513 | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 8 | $585 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $586 | 0.00% | −16−66.7% | Reduced |
| Stone House Investment Management, LLC | 8 | $586 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 9 | $659 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 10 | $696 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 10 | $732 | 0.00% | −400−97.6% | Reduced |
| Cedar Mountain Advisors, LLC | 10 | $732 | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 10 | $732 | 0.00% | +10 | New |
| Rakuten Securities, Inc. | 11 | $806 | 0.00% | −19−63.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 12 | $879 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 12 | $879 | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 13 | $952 | 0.00% | +13 | New |
| ClariVest Asset Management LLC | 13 | $975 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 17 | $1.00K | 0.00% | −2,769−99.4% | Reduced |
| McClarren Financial Advisors, Inc. | 15 | $1.00K | 0.00% | −59−79.7% | Reduced |
| JDM Financial Group LLC | 14 | $1.02K | 0.00% | +14 | New |
| Financial Perspectives, Inc | 15 | $1.10K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 15 | $1.10K | 0.00% | +15 | New |
| 1620 Investment Advisors, Inc. | 16 | $1.17K | 0.00% | +16 | New |
| Estabrook Capital Management | 17 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 18 | $1.31K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 18 | $1.32K | 0.00% | −18−50.0% | Reduced |
| Creekmur Asset Management LLC | 18 | $1.32K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 19 | $1.39K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 19 | $1.39K | 0.00% | +19 | New |
| TFC Financial Management | 22 | $1.61K | 0.00% | +18+450.0% | Added |
| Coppell Advisory Solutions LLC | 22 | $1.61K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $1.69K | 0.00% | +5+29.4% | Added |
| First Financial Corp | 26 | $1.90K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 27 | $1.98K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 28 | $2.05K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $2.20K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30 | $2.33K | 0.00% | +30 | New |
| Westend Capital Management, LLC | 33 | $2.42K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 35 | $2.56K | 0.00% | +14+66.7% | Added |
| Albion Financial Group | 36 | $2.64K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 38 | $2.76K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 38 | $2.78K | 0.00% | −301−88.8% | Reduced |
| Tortoise Investment Management, LLC | 39 | $2.86K | 0.00% | −51−56.7% | Reduced |
| Anchor Investment Management, LLC | 39 | $2.86K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 42 | $3.08K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 44 | $3.22K | 0.00% | +44 | New |
| Strengthening Families & Communities, LLC | 47 | $3.44K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 48 | $3.49K | 0.00% | +48 | New |
| LGT Financial Advisors LLC | 50 | $3.66K | 0.01% | −180−78.3% | Reduced |
| Armstrong Advisory Group, Inc | 50 | $3.66K | 0.00% | −166−76.9% | Reduced |
| Cape Investment Advisory, Inc. | 50 | $3.66K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 50 | $3.66K | 0.00% | +9+22.0% | Added |
| Glen Eagle Advisors, LLC | 53 | $3.88K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 55 | $4.03K | 0.00% | +50+1,000.0% | Added |
| REAP Financial Group, LLC | 65 | $4.74K | 0.00% | +1+1.6% | Added |
| Brown, Lisle/Cummings, Inc. | 66 | $4.82K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 66 | $4.83K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 66 | $4.83K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 66 | $4.83K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 67 | $4.91K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 67 | $4.91K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 69 | $5.05K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 70 | $5.13K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 72 | $5.27K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 73 | $5.35K | 0.00% | −1,851−96.2% | Reduced |
| PSI Advisors, LLC | 75 | $5.49K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 75 | $5.49K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 77 | $5.64K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 79 | $5.81K | 0.00% | +9+12.9% | Added |
| Smithfield Trust Co | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 85 | $6.22K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 85 | $6.22K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 87 | $6.37K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 92 | $6.74K | 0.00% | +92 | New |
| Signature Resources Capital Management, LLC | 95 | $6.96K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 97 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 97 | $7.11K | 0.00% | +1+1.0% | Added |
| Westside Investment Management, Inc. | 100 | $7.32K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 100 | $7.32K | 0.00% | +100 | New |
| TD Capital Management LLC | 105 | $7.69K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 105 | $7.69K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 113 | $8.00K | 0.00% | +8+7.6% | Added |
| Criterion Capital Advisors, LLC | 116 | $8.61K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 118 | $8.64K | 0.00% | +118 | New |
| Creative Financial Designs Inc | 119 | $8.72K | 0.00% | +1+0.8% | Added |
| Private Wealth Management Group, LLC | 120 | $8.79K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 125 | $9.15K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 138 | $10.1K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 138 | $10.1K | 0.01% | +138 | New |
| HighMark Wealth Management LLC | 146 | $10.7K | 0.01% | −11−7.0% | Reduced |