| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 0 | $1 | 0.00% | 0 | New |
| LMR Partners LLP | 1 | $86 | 0.00% | −73,724−100.0% | Reduced |
| Chesapeake Asset Management LLC | 3 | $256 | 0.00% | −10−76.9% | Reduced |
| McIlrath & Eck, LLC | 3 | $257 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 4 | $342 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $343 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $427 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 5 | $428 | 0.00% | 00.0% | Unchanged |
| City State Bank | 5 | $428 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5 | $428 | 0.00% | +5 | New |
| Murphy & Mullick Capital Management Corp | 7 | $543 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 8 | $685 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $685 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 8 | $685 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 8 | $711 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 10 | $814 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 10 | $856 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 10 | $856 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 11 | $941 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 11 | $941 | 0.00% | +11 | New |
| Valley National Advisers Inc | 17 | $1.00K | 0.00% | −2−10.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 12 | $1.03K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 13 | $1.11K | 0.00% | −5−27.8% | Reduced |
| American Capital Advisory, LLC | 13 | $1.11K | 0.00% | +7+116.7% | Added |
| Quaker Wealth Management, LLC | 13 | $1.11K | 0.00% | +13 | New |
| Tidemark, LLC | 14 | $1.21K | 0.00% | +14 | New |
| Eastern Bank | 15 | $1.28K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 15 | $1.28K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 15 | $1.37K | 0.00% | −1−6.3% | Reduced |
| Estabrook Capital Management | 17 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 18 | $1.55K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 19 | $1.63K | 0.00% | +19 | New |
| HFM Investment Advisors, LLC | 20 | $1.71K | 0.00% | +10+100.0% | Added |
| Salem Investment Counselors Inc | 21 | $1.77K | 0.00% | −48−69.6% | Reduced |
| Total Investment Management Inc | 21 | $1.80K | 0.00% | +21 | New |
| NVWM, LLC | 22 | $1.88K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 22 | $1.88K | 0.00% | +22 | New |
| Hanson & Doremus Investment Management | 26 | $2.00K | 0.00% | +26 | New |
| Blue Bell Private Wealth Management, LLC | 25 | $2.14K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $2.31K | 0.00% | +27 | New |
| Cedar Wealth Management, LLC | 28 | $2.40K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 28 | $2.40K | 0.00% | +7+33.3% | Added |
| Parkworth Wealth Management, Inc. | 29 | $2.48K | 0.00% | +16+123.1% | Added |
| Clark Wealth Partners | 31 | $2.65K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 32 | $2.74K | 0.00% | +12+60.0% | Added |
| Compass Planning Associates Inc | 35 | $2.96K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 35 | $3.00K | 0.00% | +30+600.0% | Added |
| Centerpoint Advisors, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 36 | $3.08K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 36 | $3.08K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 36 | $3.08K | 0.00% | +30+500.0% | Added |
| Hughes Financial Services, LLC | 39 | $3.08K | 0.00% | −19−32.8% | Reduced |
| Motco | 40 | $3.10K | 0.00% | +40 | New |
| Rakuten Securities, Inc. | 38 | $3.25K | 0.00% | −25−39.7% | Reduced |
| Rossby Financial, LCC | 38 | $3.25K | 0.00% | +38 | New |
| Anchor Investment Management, LLC | 39 | $3.34K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 45 | $3.85K | 0.00% | −31−40.8% | Reduced |
| Highline Wealth Partners LLC | 45 | $3.85K | 0.00% | +24+114.3% | Added |
| Penserra Capital Management LLC | 54 | $4.00K | 0.00% | −3,105−98.3% | Reduced |
| Financial Avengers, Inc. | 48 | $4.14K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 50 | $4.28K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 50 | $4.28K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 50 | $4.28K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 50 | $4.28K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 50 | $4.28K | 0.00% | +10+25.0% | Added |
| Evergreen Private Wealth LLC | 51 | $4.37K | 0.00% | +51 | New |
| Cape Investment Advisory, Inc. | 52 | $4.45K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 52 | $4.45K | 0.00% | +10+23.8% | Added |
| Glen Eagle Advisors, LLC | 53 | $4.54K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 55 | $4.65K | 0.00% | +1+1.9% | Added |
| Raffa Wealth Management, LLC | 62 | $5.31K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 68 | $5.33K | 0.00% | +18+36.0% | Added |
| Bangor Savings Bank | 64 | $5.48K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 65 | $5.56K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 66 | $5.65K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 67 | $5.74K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 67 | $5.74K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 70 | $5.99K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 70 | $6.02K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 72 | $6.16K | 0.00% | −81−52.9% | Reduced |
| Redmont Wealth Advisors LLC | 75 | $6.42K | 0.01% | +60+400.0% | Added |
| DiNuzzo Private Wealth, Inc. | 77 | $6.59K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 78 | $6.68K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 79 | $6.76K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 79 | $6.76K | 0.00% | +40+102.6% | Added |
| Dogwood Wealth Management LLC | 83 | $6.91K | 0.00% | +38+84.4% | Added |
| Brown, Lisle/Cummings, Inc. | 82 | $7.00K | 0.00% | +1+1.2% | Added |
| Smithfield Trust Co | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 87 | $7.00K | 0.00% | +15+20.8% | Added |
| Kilter Group LLC | 83 | $7.10K | 0.00% | +83 | New |
| Beacon Capital Management, LLC | 86 | $7.39K | 0.00% | −122−58.7% | Reduced |
| Solstein Capital, LLC | 89 | $7.62K | 0.00% | +89 | New |
| Sunbelt Securities, Inc. | 105 | $7.64K | 0.00% | +105 | New |
| Cornerstone National Bank & Trust Co | 92 | $7.87K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 97 | $8.00K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 94 | $8.04K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $8.56K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 100 | $8.56K | 0.00% | 00.0% | Unchanged |