| Patriot Financial Group Insurance Agency, LLC | 750 | $15.0K | 0.00% | −238−24.1% | Reduced |
| Atticus Wealth Management, LLC | 760 | $15.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 740 | $14.9K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 700 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 684 | $14.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 682 | $14.0K | 0.00% | +337+97.7% | Added |
| Desjardins Global Asset Management Inc. | 705 | $14.0K | 0.00% | +705 | New |
| South State Corp. | 645 | $13.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 653 | $13.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 661 | $13.0K | 0.00% | +85+14.8% | Added |
| Rinkey Investments | 608 | $13.0K | 0.01% | +608 | New |
| FourThought Financial, LLC | 573 | $12.0K | 0.00% | −500−46.6% | Reduced |
| Montag A & Associates Inc | 600 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 600 | $12.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 609 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 569 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 600 | $11.0K | 0.01% | 00.0% | Unchanged |
| Corbenic Partners LLC | 526 | $11.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 538 | $11.0K | 0.00% | +355+194.0% | Added |
| Clearview Wealth Advisors LLC | 500 | $10.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 498 | $10.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 498 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 500 | $10.0K | 0.00% | +500 | New |
| Avion Wealth | 441 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 390 | $9.00K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 432 | $9.00K | 0.00% | +432 | New |
| Brown, Lisle/Cummings, Inc. | 400 | $8.05K | 0.00% | +400 | New |
| Financial Perspectives, Inc | 399 | $8.03K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 424 | $8.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 422 | $8.00K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 380 | $8.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 409 | $8.00K | 0.00% | +106+35.0% | Added |
| Gibson Wealth Advisors LLC | 390 | $8.00K | 0.01% | +390 | New |
| Sutton Wealth Advisors Inc. | 393 | $7.91K | 0.00% | −175−30.8% | Reduced |
| West Paces Advisors Inc. | 391 | $7.87K | 0.00% | +80+25.7% | Added |
| Crescent Capital Consulting, LLC | 354 | $7.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 350 | $7.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 350 | $7.00K | 0.00% | +100+40.0% | Added |
| TAP Consulting, LLC | 330 | $7.00K | 0.00% | +330 | New |
| SJS Investment Consulting Inc. | 372 | $7.00K | 0.00% | +372 | New |
| First Community Trust NA | 340 | $6.84K | 0.01% | +340 | New |
| Stephens Consulting, LLC | 312 | $6.28K | 0.01% | +312 | New |
| Credential Qtrade Securities Inc. | 306 | $6.16K | 0.00% | +106+53.0% | Added |
| Interactive Financial Advisors | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 305 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 313 | $6.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 286 | $6.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 300 | $6.00K | 0.01% | +300 | New |
| Bellwether Advisors, LLC | 300 | $6.00K | 0.00% | +300 | New |
| James Reed Financial Services, Inc. | 300 | $6.00K | 0.01% | +300 | New |
| Horizon Financial Services, LLC | 270 | $5.43K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 271 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 265 | $5.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 270 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 273 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 239 | $5.00K | 0.00% | +39+19.5% | Added |
| Pinnacle Bancorp, Inc. | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 240 | $5.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 250 | $5.00K | 0.00% | +50+25.0% | Added |
| Bell Investment Advisors, Inc | 235 | $5.00K | 0.00% | +22+10.3% | Added |
| Coastal Capital Group, Inc. | 231 | $5.00K | 0.00% | +215+1,343.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 249 | $5.00K | 0.00% | +249 | New |
| Glen Eagle Advisors, LLC | 213 | $4.29K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 207 | $4.17K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 216 | $4.00K | 0.00% | −198−47.8% | Reduced |
| BerganKDV Wealth Management, LLC | 204 | $4.00K | 0.00% | −117−36.4% | Reduced |
| HHM Wealth Advisors, LLC | 200 | $4.00K | 0.00% | −84−29.6% | Reduced |
| RWM Asset Management, LLC | 195 | $4.00K | 0.00% | −100−33.9% | Reduced |
| Fieldpoint Private Securities, LLC | 181 | $4.00K | 0.00% | −70−27.9% | Reduced |
| Brown Brothers Harriman & Co | 193 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 176 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 200 | $4.00K | 0.00% | +200 | New |
| Cornerstone Advisory, LLC | 220 | $4.00K | 0.00% | +220 | New |
| Tucker Asset Management LLC | 150 | $3.08K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 160 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 142 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 168 | $3.00K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 166 | $3.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 150 | $3.00K | 0.00% | +75+100.0% | Added |
| Concord Wealth Partners | 172 | $3.00K | 0.00% | +122+244.0% | Added |
| Wolff Wiese Magana LLC | 143 | $3.00K | 0.00% | +100+232.6% | Added |
| McClarren Financial Advisors, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| Beaird Harris Wealth Management, LLC | 162 | $3.00K | 0.00% | +162 | New |