| Lazard Asset Management LLC | 52 | $0 | 0.00% | −100,329−99.9% | Reduced |
| Financial Connections Group, Inc. | 100 | $0 | 0.00% | −1,100−91.7% | Reduced |
| Baldrige Asset Management LLC | 40 | $0 | 0.00% | −200−83.3% | Reduced |
| Ogorek Anthony Joseph | 111 | $0 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $0 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 100 | $0 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $17 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 6 | $48 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 7 | $56 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 10 | $103 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 21 | $169 | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 35 | $283 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 45 | $363 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 47 | $379 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 50 | $403 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 50 | $403 | 0.00% | +50 | New |
| Richard W. Paul & Associates, LLC | 50 | $403 | 0.00% | +50 | New |
| SJS Investment Consulting Inc. | 57 | $459 | 0.00% | +29+103.6% | Added |
| Orion Capital Management LLC | 60 | $484 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 60 | $484 | 0.00% | +60 | New |
| Private Advisor Group, LLC | 60,153 | $485 | 0.00% | −637−1.0% | Reduced |
| Disciplined Investments, LLC | 74 | $596 | 0.00% | −116−61.1% | Reduced |
| Bell Investment Advisors, Inc | 82 | $661 | 0.00% | −24−22.6% | Reduced |
| My Personal CFO, LLC | 96 | $774 | 0.00% | +96 | New |
| First Financial Corp | 100 | $806 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $806 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $806 | 0.00% | 00.0% | Unchanged |
| Motco | 100 | $806 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 100 | $806 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 100 | $806 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 100 | $806 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $806 | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 100 | $806 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 100 | $806 | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 100 | $806 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 100 | $806 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 100 | $806 | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 100 | $806 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $806 | 0.00% | +100 | New |
| WJ Interests, LLC | 100 | $806 | 0.00% | +100 | New |
| EWG Elevate Inc. | 100 | $806 | 0.00% | +100 | New |
| JDM Financial Group LLC | 100 | $806 | 0.00% | +100 | New |
| New Hampshire Trust | 100 | $806 | 0.00% | +100 | New |
| Clear Perspectives Financial Planning, LLC | 104 | $838 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 110 | $887 | 0.00% | +110 | New |
| Versant Capital Management, Inc | 113 | $911 | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 114 | $919 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 121 | $975 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 124 | $999 | 0.00% | −295−70.4% | Reduced |
| Valley National Advisers Inc | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 100 | $1.00K | 0.00% | −101−50.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 106 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 77 | $1.00K | 0.00% | +75+3,750.0% | Added |
| Jones Financial Companies LLLP | 112 | $1.00K | 0.00% | +112 | New |
| Pin Oak Investment Advisors Inc | 100 | $1.00K | 0.00% | +100 | New |
| Transamerica Financial Advisors, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Creative Capital Management Investments LLC | 100 | $1.00K | 0.00% | +100 | New |
| Colonial Trust Advisors | 127 | $1.02K | 0.00% | +127 | New |
| Wolff Wiese Magana LLC | 128 | $1.03K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 129 | $1.04K | 0.00% | −74−36.5% | Reduced |
| WR Wealth Planners, LLC | 146 | $1.18K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 154 | $1.24K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 155 | $1.25K | 0.00% | +155 | New |
| McIlrath & Eck, LLC | 167 | $1.35K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 170 | $1.37K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 176 | $1.42K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 200 | $1.61K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $1.61K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 200 | $1.61K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 200 | $1.61K | 0.00% | +100+100.0% | Added |
| Gables Capital Management Inc. | 200 | $1.61K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 200 | $1.61K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $1.61K | 0.00% | +100+100.0% | Added |
| Coastal Capital Group, Inc. | 231 | $1.62K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 213 | $1.72K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 216 | $1.74K | 0.00% | +70+47.9% | Added |
| Sugarloaf Wealth Management, LLC | 218 | $1.76K | 0.00% | −700−76.3% | Reduced |
| Global Financial Private Client, LLC | 222 | $1.79K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 225 | $1.81K | 0.00% | +225 | New |
| Piershale Financial Group, Inc. | 238 | $1.92K | 0.00% | +238 | New |
| Thompson Siegel & Walmsley LLC | 271 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 293 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 213 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 225 | $2.00K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 200 | $2.00K | 0.00% | +100+100.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 200 | $2.00K | 0.00% | +200 | New |