| PrairieView Partners, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $0 | 0.00% | +7+50.0% | Added |
| Logan Capital Management Inc | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $138 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $228 | 0.00% | −51−94.4% | Reduced |
| Eukles Asset Management | 4 | $276 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $324 | 0.00% | −5−55.6% | Reduced |
| True Wealth Design, LLC | 5 | $345 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5 | $345 | 0.00% | +2+66.7% | Added |
| Sugarloaf Wealth Management, LLC | 7 | $482 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 7 | $482 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 7 | $482 | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 7 | $482 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 11 | $689 | 0.00% | −1−8.3% | Reduced |
| WFA of San Diego, LLC | 11 | $758 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 12 | $1.00K | 0.00% | +12 | New |
| Kessler Investment Group, LLC | 15 | $1.03K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 16 | $1.10K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 19 | $1.31K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 19 | $1.31K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 19 | $1.31K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $1.31K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 21 | $1.45K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 24 | $1.65K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 25 | $1.72K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 28 | $1.93K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 28 | $1.93K | 0.00% | +28 | New |
| Capital Advisors, Ltd. LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $2.07K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 30 | $2.07K | 0.00% | +30 | New |
| JJJ Advisors Inc. | 31 | $2.14K | 0.00% | +31 | New |
| New England Capital Financial Advisors LLC | 31 | $2.17K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 32 | $2.21K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 33 | $2.27K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 36 | $2.52K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 37 | $2.58K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 39 | $2.69K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 39 | $2.69K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 39 | $2.69K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 39 | $2.69K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 41 | $2.83K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 48 | $3.31K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 49 | $3.38K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 59 | $4.07K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 60 | $4.13K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 62 | $4.27K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 63 | $4.34K | 0.00% | +63 | New |
| Robinswood Financial LLC | 66 | $4.55K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 67 | $4.62K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 72 | $4.96K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 72 | $4.96K | 0.00% | +41+132.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 79 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 82 | $5.00K | 0.00% | +82 | New |
| Oliver Lagore Vanvalin Investment Group | 76 | $5.24K | 0.00% | +76 | New |
| CGC Financial Services, LLC | 79 | $5.44K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 80 | $5.51K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 83 | $5.72K | 0.00% | +83 | New |
| WR Wealth Planners, LLC | 83 | $5.72K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 84 | $5.79K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $5.93K | 0.01% | – | – |
| FinTrust Capital Advisors, LLC | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 88 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 90 | $6.20K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 92 | $6.34K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 96 | $6.61K | 0.00% | −1,487−93.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 99 | $6.82K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $6.89K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 104 | $7.04K | 0.00% | +104 | New |
| JFS Wealth Advisors, LLC | 104 | $7.17K | 0.00% | +27+35.1% | Added |
| Creative Financial Designs Inc | 107 | $7.37K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 107 | $7.37K | 0.00% | +107 | New |
| Fuller & Thaler Asset Management, Inc. | 110 | $7.58K | 0.00% | −100−47.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 111 | $7.65K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 112 | $7.70K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 112 | $7.72K | 0.00% | −78−41.1% | Reduced |
| Flaharty Asset Management, LLC | 113 | $7.79K | 0.00% | +113 | New |
| TD Capital Management LLC | 115 | $7.92K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 118 | $8.13K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 121 | $8.34K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 121 | $8.34K | 0.00% | +79+188.1% | Added |
| Massmutual Trust Co FSB | 123 | $8.47K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 127 | $8.75K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 128 | $8.82K | 0.00% | +49+62.0% | Added |
| Stonebridge Capital Advisors LLC | 129 | $8.86K | 0.00% | +3+2.4% | Added |
| VitalStone Financial, LLC | 127 | $9.00K | 0.01% | +105+477.3% | Added |
| Tucker Asset Management LLC | 138 | $9.51K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 147 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 148 | $10.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 149 | $10.3K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 149 | $10.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 154 | $10.6K | 0.00% | +58+60.4% | Added |
| Ronald Blue Trust, Inc. | 209 | $11.0K | 0.00% | +18+9.4% | Added |
| Loomis Sayles & Co L P | 162 | $11.0K | 0.00% | +77+90.6% | Added |
| Beacon Capital Management, LLC | 209 | $11.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 167 | $11.5K | 0.00% | +167 | New |
| Lowe Wealth Advisors, LLC | 185 | $12.7K | 0.01% | 00.0% | Unchanged |