| Evermay Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| JJJ Advisors Inc. | 10 | $0 | 0.00% | +10 | New |
| Iron Horse Wealth Management, LLC | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $175 | 0.00% | – | – |
| Atlas Capital Advisors LLC | 33 | $825 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 45 | $1.00K | 0.00% | −50−52.6% | Reduced |
| Edge Wealth Management LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 43 | $1.00K | 0.00% | +20+87.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 87 | $2.00K | 0.00% | −27−23.7% | Reduced |
| FinTrust Capital Advisors, LLC | 95 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 111 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 84 | $2.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fure Financial Corp | 100 | $2.00K | 0.00% | +100 | New |
| Private Ocean, LLC | 75 | $2.00K | 0.00% | +75 | New |
| Delos Wealth Advisors, LLC | 65 | $2.00K | 0.00% | +65 | New |
| Heritage Wealth Advisors | 100 | $2.50K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $2.50K | 0.00% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 100 | $2.50K | 0.00% | +100 | New |
| Motco | 100 | $3.00K | 0.00% | −136−57.6% | Reduced |
| CNB Bank | 125 | $3.00K | 0.00% | −100−44.4% | Reduced |
| Clearstead Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 114 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 128 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 122 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 121 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | – | $3.00K | 0.00% | – | – |
| John W. Brooker & Co., CPAs | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 104 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 123 | $3.00K | 0.00% | +88+251.4% | Added |
| Ci Investments Inc. | 104 | $3.00K | 0.00% | +104 | New |
| Total Clarity Wealth Management, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| Consolidated Planning Corp | 100 | $3.00K | 0.00% | +100 | New |
| Tucker Asset Management LLC | 150 | $3.32K | 0.00% | −180−54.5% | Reduced |
| Raffa Wealth Management, LLC | 146 | $3.65K | 0.00% | +48+49.0% | Added |
| Brewin Dolphin Wealth Management Ltd | 150 | $3.75K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 160 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 176 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 142 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 168 | $4.00K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 166 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 200 | $5.00K | 0.00% | −2,660−93.0% | Reduced |
| Brown Brothers Harriman & Co | 193 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 200 | $5.00K | 0.00% | +100+100.0% | Added |
| Whittier Trust Co of Nevada Inc | 183 | $5.00K | 0.00% | +183 | New |
| Golden State Wealth Management, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Bell Investment Advisors, Inc | 213 | $5.00K | 0.00% | +213 | New |
| Credential Qtrade Securities Inc. | 200 | $5.00K | 0.00% | +200 | New |
| Kelly Financial Services LLC | 207 | $5.18K | 0.00% | −5,250−96.2% | Reduced |
| Glen Eagle Advisors, LLC | 213 | $5.33K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 240 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 252 | $6.00K | 0.00% | +72+40.0% | Added |
| Fieldpoint Private Securities, LLC | 251 | $6.00K | 0.00% | +81+47.6% | Added |
| IAG Wealth Partners, LLC | 220 | $6.00K | 0.00% | +100+83.3% | Added |
| PFG Private Wealth Management, LLC | 250 | $6.00K | 0.00% | +250 | New |
| AllSquare Wealth Management LLC | 286 | $7.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 271 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 265 | $7.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 270 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 273 | $7.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 270 | $7.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 284 | $7.00K | 0.00% | 00.0% | Unchanged |