| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | −34−81.0% | Reduced |
| Highlander Capital Management, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $80 | 0.00% | +2 | New |
| Eukles Asset Management | 4 | $161 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 5 | $201 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $202 | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 7 | $281 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $281 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 7 | $281 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 7 | $281 | 0.00% | +7 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $373 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 12 | $443 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 13 | $523 | 0.00% | −9−40.9% | Reduced |
| Kessler Investment Group, LLC | 15 | $603 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 40 | $632 | 0.03% | +40 | New |
| Institutional & Family Asset Management, LLC | 16 | $643 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $684 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $764 | 0.00% | −15−44.1% | Reduced |
| First Community Trust NA | 19 | $764 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 19 | $764 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 19 | $764 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 19 | $764 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 21 | $845 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 24 | $965 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 19 | $1.00K | 0.00% | −119−86.2% | Reduced |
| ClariVest Asset Management LLC | 13 | $1.00K | 0.00% | −3−18.8% | Reduced |
| VitalStone Financial, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 28 | $1.12K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 28 | $1.13K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $1.21K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 31 | $1.25K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 31 | $1.25K | 0.00% | −10−24.4% | Reduced |
| Carmel Capital Partners, LLC | 32 | $1.29K | 0.00% | +32 | New |
| Arrow Financial Corp | 33 | $1.33K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 36 | $1.45K | 0.00% | +1+2.9% | Added |
| Mendota Financial Group, LLC | 30 | $1.51K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 38 | $1.53K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 39 | $1.57K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 39 | $1.57K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 39 | $1.57K | 0.00% | +39 | New |
| Proffitt & Goodson Inc | 39 | $1.57K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 41 | $1.65K | 0.00% | +41 | New |
| Tompkins Financial Corp | 42 | $1.69K | 0.00% | 00.0% | Unchanged |
| American National Bank | 45 | $1.81K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 48 | $1.93K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 49 | $1.97K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 71 | $2.00K | 0.00% | +67+1,675.0% | Added |
| Newbridge Financial Services Group, Inc. | 59 | $2.37K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 59 | $2.37K | 0.00% | +59 | New |
| Nalls Sherbakoff Group, LLC | 62 | $2.47K | 0.00% | +62 | New |
| First Personal Financial Services | 67 | $2.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $2.81K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 72 | $2.90K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 79 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 78 | $3.13K | 0.00% | −13−14.3% | Reduced |
| Gradient Investments LLC | 78 | $3.14K | 0.00% | +25+47.2% | Added |
| Northwest Investment Counselors, LLC | 79 | $3.18K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 80 | $3.22K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 83 | $3.34K | 0.00% | −6,418−98.7% | Reduced |
| Harbor Investment Advisory, LLC | 84 | $3.38K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 85 | $3.42K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 85 | $3.42K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 87 | $3.50K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 95 | $3.82K | 0.00% | −67−41.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 96 | $3.86K | 0.00% | −95−49.7% | Reduced |
| Geneos Wealth Management Inc. | 96 | $3.86K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 98 | $3.94K | 0.00% | +22+28.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $4.02K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $4.22K | 0.00% | – | – |
| Creative Financial Designs Inc | 107 | $4.30K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 112 | $4.48K | 0.00% | +1+0.9% | Added |
| NewSquare Capital LLC | 113 | $4.54K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 115 | $4.62K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 115 | $4.62K | 0.00% | +36+45.6% | Added |
| Rise Advisors, LLC | 118 | $4.74K | 0.00% | +118 | New |
| Westside Investment Management, Inc. | 118 | $4.75K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 121 | $4.87K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 118 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 126 | $5.05K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 127 | $5.06K | 0.00% | +127 | New |
| Bangor Savings Bank | 148 | $5.95K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 149 | $5.99K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 149 | $5.99K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 147 | $6.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 160 | $6.43K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 174 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 185 | $7.44K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 186 | $7.46K | 0.00% | +2+1.1% | Added |
| Kelly Financial Services LLC | 190 | $7.63K | 0.00% | +1+0.5% | Added |
| Pinnacle Bancorp, Inc. | 194 | $7.80K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 198 | $7.96K | 0.01% | 00.0% | Unchanged |