| TSFG, LLC | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | +2 | New |
| McIlrath & Eck, LLC | 3 | $218 | 0.00% | −4−57.1% | Reduced |
| Boyd Watterson Asset Management LLC | 4 | $291 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $292 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $364 | 0.00% | −50−90.9% | Reduced |
| Chesapeake Asset Management LLC | 5 | $364 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 5 | $364 | 0.00% | 00.0% | Unchanged |
| City State Bank | 5 | $364 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 5 | $364 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $437 | 0.00% | +1+20.0% | Added |
| Activest Wealth Management | 6 | $437 | 0.00% | +6 | New |
| Murphy & Mullick Capital Management Corp | 7 | $510 | 0.00% | +7 | New |
| Archer Investment Corp | 8 | $582 | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 8 | $582 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 8 | $583 | 0.00% | +8 | New |
| Cherry Tree Wealth Management, LLC | 10 | $692 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 10 | $728 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 10 | $728 | 0.00% | +10 | New |
| Millstone Evans Group, LLC | 10 | $728 | 0.00% | +10 | New |
| Capital A Wealth Management, LLC | 10 | $728 | 0.00% | +10 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $761 | 0.00% | −20−66.7% | Reduced |
| Old Second National Bank of Aurora | 11 | $801 | 0.00% | +11 | New |
| Sittner & Nelson, LLC | 11 | $801 | 0.00% | +11 | New |
| Riggs Asset Managment Co. Inc. | 12 | $871 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 12 | $874 | 0.00% | −3,755−99.7% | Reduced |
| NVWM, LLC | 12 | $874 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 13 | $946 | 0.00% | +2+18.2% | Added |
| Parkworth Wealth Management, Inc. | 13 | $946 | 0.00% | +13 | New |
| Clal Insurance Enterprises Holdings Ltd | 18 | $1.00K | 0.00% | +18 | New |
| Sherman Asset Management, Inc. | 14 | $1.02K | 0.00% | +14 | New |
| Eastern Bank | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $1.09K | 0.00% | +15 | New |
| 1620 Investment Advisors, Inc. | 16 | $1.16K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 16 | $1.17K | 0.00% | +16 | New |
| Winnow Wealth LLC | 17 | $1.18K | 0.00% | +17 | New |
| Estabrook Capital Management | 17 | $1.24K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 18 | $1.31K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 18 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 18 | $1.32K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 19 | $1.38K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $1.46K | 0.00% | +20 | New |
| Salem Investment Counselors Inc | 20 | $1.49K | 0.00% | −59−74.7% | Reduced |
| Cornerstone Planning Group LLC | 23 | $1.75K | 0.00% | +1+4.5% | Added |
| Blue Bell Private Wealth Management, LLC | 25 | $1.82K | 0.00% | +21+525.0% | Added |
| First Financial Corp | 26 | $1.89K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 22 | $1.91K | 0.00% | +22 | New |
| Centerpoint Advisors, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 28 | $2.04K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $2.18K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 33 | $2.40K | 0.00% | +33 | New |
| NewSquare Capital LLC | 34 | $2.48K | 0.00% | +34 | New |
| Compass Planning Associates Inc | 35 | $2.52K | 0.00% | +35 | New |
| Core Alternative Capital | 36 | $2.62K | 0.00% | −33−47.8% | Reduced |
| Albion Financial Group | 36 | $2.62K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 38 | $2.77K | 0.00% | +38 | New |
| Tortoise Investment Management, LLC | 39 | $2.84K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 39 | $2.84K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 40 | $2.91K | 0.00% | +40 | New |
| Decker Retirement Planning Inc. | 41 | $2.98K | 0.00% | +41 | New |
| Sound Income Strategies, LLC | 42 | $3.06K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 44 | $3.20K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 46 | $3.35K | 0.00% | +19+70.4% | Added |
| Financial Avengers, Inc. | 48 | $3.48K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 50 | $3.64K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 50 | $3.64K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 50 | $3.64K | 0.00% | +50 | New |
| Glen Eagle Advisors, LLC | 53 | $3.86K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 54 | $3.92K | 0.00% | +54 | New |
| Washington Trust Advisors, Inc. | 55 | $4.00K | 0.00% | −11−16.7% | Reduced |
| Highline Wealth Partners LLC | 60 | $4.37K | 0.00% | +10+20.0% | Added |
| Raffa Wealth Management, LLC | 62 | $4.51K | 0.00% | −11−15.1% | Reduced |
| Bangor Savings Bank | 64 | $4.66K | 0.00% | −54−45.8% | Reduced |
| South State Corp. | 65 | $4.73K | 0.00% | −89−57.8% | Reduced |
| Heritage Wealth Advisors | 65 | $4.73K | 0.00% | +65 | New |
| REAP Financial Group, LLC | 66 | $4.77K | 0.00% | +1+1.5% | Added |
| Caldwell Trust Co | 66 | $4.80K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 66 | $4.82K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 67 | $4.88K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 67 | $4.88K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 68 | $4.95K | 0.00% | +18+36.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 70 | $5.10K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 75 | $5.46K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 75 | $5.46K | 0.00% | +75 | New |
| Vermillion Wealth Management, Inc. | 75 | $5.47K | 0.00% | +75 | New |
| SJS Investment Consulting Inc. | 76 | $5.53K | 0.00% | −11−12.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 77 | $5.61K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 79 | $5.75K | 0.00% | −100−55.9% | Reduced |
| Smithfield Trust Co | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 83 | $6.04K | 0.01% | +83 | New |
| Beacon Capital Management, LLC | 85 | $6.22K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 92 | $6.70K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 92 | $6.70K | 0.00% | +92 | New |
| FLP Wealth Management, LLC | 94 | $6.82K | 0.02% | +94 | New |
| South Plains Financial, Inc. | 94 | $6.84K | 0.01% | +94 | New |
| Signature Resources Capital Management, LLC | 95 | $6.92K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 97 | $7.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $7.28K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 100 | $7.28K | 0.00% | 00.0% | Unchanged |