| Albion Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 5 | $422 | 0.39% | +1+25.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 6 | $548 | 0.00% | +6 | New |
| Jones Financial Companies LLLP | 15 | $1.00K | 0.00% | −1,185−98.8% | Reduced |
| HighMark Wealth Management LLC | 11 | $1.00K | 0.00% | −2−15.4% | Reduced |
| IAG Wealth Partners, LLC | 7 | $1.00K | 0.00% | −7−50.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 10 | $1.00K | 0.00% | +10 | New |
| Montag A & Associates Inc | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 18 | $2.00K | 0.00% | +3+20.0% | Added |
| Better Money Decisions, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Toth Financial Advisory Corp | 29 | $3.00K | 0.00% | +29 | New |
| Activest Wealth Management | 33 | $3.00K | 0.00% | +33 | New |
| Steward Financial Group LLC | 42 | $3.00K | 0.00% | +42 | New |
| Hazlett, Burt & Watson, Inc. | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $4.20K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 51 | $5.00K | 0.01% | +1+2.0% | Added |
| Schubert & Co | 59 | $5.00K | 0.00% | +29+96.7% | Added |
| First Command Bank | 56 | $5.00K | 0.00% | +56 | New |
| First Command Financial Services, Inc. | 56 | $5.00K | 0.00% | +56 | New |
| Close Asset Management Ltd | 60 | $5.00K | 0.00% | +60 | New |
| Karlinski Andrew C | 53 | $5.00K | 0.01% | +53 | New |
| Institutional & Family Asset Management, LLC | 67 | $6.00K | 0.00% | −6−8.2% | Reduced |
| Emfo, LLC | 68 | $6.00K | 0.01% | +1+1.5% | Added |
| Cribstone Capital Management, LLC | 66 | $6.00K | 0.00% | +40+153.8% | Added |
| MV Capital Management, Inc. | 81 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 75 | $7.00K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 87 | $8.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 72 | $9.00K | 0.00% | −5−6.5% | Reduced |
| Horan Securities, Inc. | 98 | $9.00K | 0.01% | +98 | New |
| Insight Inv LLC | 100 | $9.00K | 0.01% | +100 | New |
| Castle Wealth Management LLC | 98 | $9.00K | 0.01% | +98 | New |
| Strengthening Families & Communities, LLC | 77 | $10.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 107 | $10.0K | 0.00% | +107 | New |
| First Financial Corp | 122 | $11.0K | 0.01% | +6+5.2% | Added |
| Bourgeon Capital Management LLC | 116 | $11.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 118 | $11.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 118 | $11.0K | 0.02% | +2+1.7% | Added |
| Guardian Wealth Management, Inc. | 117 | $11.0K | 0.01% | +2+1.7% | Added |
| Pinnacle Bancorp, Inc. | 128 | $12.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 128 | $12.0K | 0.01% | +2+1.6% | Added |
| Bramshill Investments, LLC | 105 | $12.0K | 0.00% | +105 | New |
| Jackson, Grant Investment Advisers, Inc. | 140 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 148 | $14.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $14.0K | 0.00% | +150 | New |
| Riverview Trust Co | 175 | $16.0K | 0.01% | −261−59.9% | Reduced |
| Versant Capital Management, Inc | 176 | $16.0K | 0.01% | −5−2.8% | Reduced |
| Raleigh Capital Management Inc. | 186 | $17.0K | 0.01% | −30−13.9% | Reduced |
| Winch Advisory Services, LLC | 190 | $17.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 187 | $17.0K | 0.01% | +30+19.1% | Added |
| Community Bank, N.A. | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 202 | $18.0K | 0.00% | +106+110.4% | Added |
| Howe & Rusling Inc | 200 | $18.0K | 0.00% | +200 | New |
| Bell Investment Advisors, Inc | 196 | $18.0K | 0.01% | +196 | New |
| Trust Co | 210 | $19.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 207 | $19.0K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 210 | $19.0K | 0.02% | 00.0% | Unchanged |
| Knott David M Jr | 210 | $19.0K | 0.01% | +210 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 217 | $20.0K | 0.01% | +217 | New |
| Heritage Financial Services, LLC | 223 | $20.0K | 0.01% | +223 | New |
| WFA of San Diego, LLC | 222 | $20.0K | 0.02% | +222 | New |
| Hartford Financial Management Inc. | 234 | $21.0K | 0.01% | +3+1.3% | Added |
| Founders Capital Management | 233 | $21.0K | 0.02% | +233 | New |
| Archer Investment Corp | 242 | $22.1K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 251 | $23.0K | 0.00% | +101+67.3% | Added |
| Crewe Advisors LLC | 254 | $23.0K | 0.01% | +254 | New |
| PFS Partners, LLC | 254 | $23.1K | 0.02% | +1+0.4% | Added |
| Ayalon Holdings Ltd. | 265 | $24.0K | 0.01% | −1,372−83.8% | Reduced |
| Core Wealth Advisors, Inc. | 265 | $24.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 279 | $25.0K | 0.01% | +279 | New |
| Kelly Financial Services LLC | 283 | $25.8K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 300 | $27.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 220 | $28.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 315 | $29.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 346 | $32.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 358 | $33.0K | 0.00% | +6+1.7% | Added |
| Tilia Fiduciary Partners, Inc. | 354 | $33.0K | 0.03% | +354 | New |
| Oxler Private Wealth LLC | 380 | $34.7K | 0.02% | +380 | New |
| Quadrant Capital Group LLC | 384 | $35.0K | 0.00% | −163−29.8% | Reduced |
| HC Financial Advisors Inc | 380 | $35.0K | 0.02% | +113+42.3% | Added |
| Private Capital Group, LLC | 398 | $36.0K | 0.03% | −114−22.3% | Reduced |
| Tucker Asset Management LLC | 420 | $38.3K | 0.01% | +420 | New |
| Rise Advisors, LLC | 454 | $41.0K | 0.04% | +367+421.8% | Added |
| Tortoise Investment Management, LLC | 455 | $42.0K | 0.01% | +55+13.8% | Added |
| JJJ Advisors Inc. | 408 | $42.0K | 0.01% | +408 | New |
| Blue Bell Private Wealth Management, LLC | 473 | $43.0K | 0.01% | −20−4.1% | Reduced |
| Clean Yield Group | 471 | $43.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 470 | $43.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 477 | $44.0K | 0.03% | +25+5.5% | Added |
| Vestor Capital, LLC | 500 | $46.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 500 | $46.0K | 0.00% | 00.0% | Unchanged |
