| Larson Financial Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2 | $0 | 0.00% | +2 | New |
| Goodwin Investment Advisory | 1 | $228 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 9 | $530 | 0.00% | −372−97.6% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 3 | $681 | 0.00% | +3 | New |
| Cordasco Financial Network | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 4 | $1.00K | 0.00% | +4 | New |
| Better Money Decisions, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Halpern Financial, Inc. | 5 | $1.13K | 0.00% | +5 | New |
| Stephens Consulting, LLC | 8 | $1.71K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $2.00K | 0.00% | −226−97.0% | Reduced |
| Key Financial Inc | 10 | $2.00K | 0.00% | −25−71.4% | Reduced |
| MCF Advisors LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 10 | $2.00K | 0.02% | 00.0% | Unchanged |
| Standard Family Office LLC | 9 | $2.00K | 0.02% | +9 | New |
| Castle Wealth Management LLC | 9 | $2.00K | 0.00% | +9 | New |
| Endurance Wealth Management, Inc. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 20 | $5.00K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 21 | $5.00K | 0.00% | +21 | New |
| State of Wyoming | 20 | $5.00K | 0.00% | +20 | New |
| Baystate Wealth Management LLC | 32 | $7.00K | 0.00% | −103−76.3% | Reduced |
| Sierra Capital LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 30 | $7.00K | 0.00% | +10+50.0% | Added |
| Schubert & Co | 32 | $7.00K | 0.01% | +18+128.6% | Added |
| Bell Investment Advisors, Inc | 30 | $7.00K | 0.00% | +30 | New |
| Sterling Investment Advisors, Ltd. | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 35 | $8.00K | 0.00% | +18+105.9% | Added |
| Laurion Capital Management LP | 35 | $8.00K | 0.00% | +35 | New |
| Jackson, Grant Investment Advisers, Inc. | 37 | $8.00K | 0.00% | +37 | New |
| West Branch Capital LLC | 40 | $9.00K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 41 | $9.00K | 0.01% | +41 | New |
| Baron Financial Group, LLC | 40 | $9.07K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 43 | $10.0K | 0.00% | −349−89.0% | Reduced |
| Pittenger & Anderson Inc | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 42 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 38 | $10.0K | 0.00% | +38 | New |
| Mark Sheptoff Financial Planning, LLC | 50 | $11.0K | 0.01% | −500−90.9% | Reduced |
| Cedar Mountain Advisors, LLC | 49 | $11.0K | 0.00% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 50 | $11.0K | 0.01% | +50 | New |
| Valley National Advisers Inc | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 51 | $12.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 52 | $12.0K | 0.01% | +1+2.0% | Added |
| AdvisorShares Investments LLC | 55 | $12.0K | 0.00% | +55 | New |
| Cribstone Capital Management, LLC | 52 | $12.0K | 0.01% | +52 | New |
| Raffa Wealth Management, LLC | 54 | $12.2K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 55 | $12.5K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 59 | $13.0K | 0.01% | +40+210.5% | Added |
| JJJ Advisors Inc. | 55 | $13.0K | 0.00% | +44+400.0% | Added |
| New Millennium Group LLC | 56 | $13.0K | 0.01% | +56 | New |
| Ahrens Investment Partners LLC | 60 | $14.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 61 | $14.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 60 | $14.0K | 0.00% | +41+215.8% | Added |
| Fieldpoint Private Securities, LLC | 65 | $15.0K | 0.00% | −49−43.0% | Reduced |
| CoreFirst Bank & Trust | 65 | $15.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 67 | $15.0K | 0.01% | +33+97.1% | Added |
| Triumph Capital Management | 20,000 | $15.0K | 0.01% | +20,000 | New |
| WD Rutherford LLC | 70 | $16.0K | 0.01% | −180−72.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 70 | $16.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 70 | $16.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 68 | $16.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 77 | $17.0K | 0.01% | −50−39.4% | Reduced |
| Cedar Wealth Management, LLC | 75 | $17.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 73 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 75 | $17.0K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 75 | $17.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 73 | $17.0K | 0.00% | +31+73.8% | Added |
| Urban Wealth Management, LLC | 75 | $17.0K | 0.06% | +75 | New |
| First Personal Financial Services | 82 | $19.0K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 80 | $19.8K | 0.00% | +80 | New |
| Spartan Planning & Wealth Management | 89 | $20.0K | 0.03% | +89 | New |
| Silvant Capital Management LLC | 96 | $22.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 96 | $22.0K | 0.02% | +1+1.1% | Added |
| Heritage Wealth Management, LLC | 100 | $22.7K | 0.01% | −8−7.4% | Reduced |
| Evermay Wealth Management LLC | 102 | $23.0K | 0.00% | −654−86.5% | Reduced |
| Piscataqua Savings Bank | 100 | $23.0K | 0.02% | −100−50.0% | Reduced |
| Byrne Asset Management LLC | 103 | $23.0K | 0.02% | −44−29.9% | Reduced |
| Gleason Group, Inc. | 103 | $23.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 100 | $23.0K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 101 | $23.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 101 | $23.0K | 0.00% | +4+4.1% | Added |
| Hoey Investments, Inc | 100 | $23.0K | 0.01% | +100 | New |
| Column Capital Advisors, LLC | 108 | $24.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 108 | $24.0K | 0.02% | +33+44.0% | Added |
| West Paces Advisors Inc. | 108 | $24.5K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 117 | $27.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 120 | $27.0K | 0.01% | +16+15.4% | Added |
| Essex Investment Management Co LLC | 124 | $28.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 123 | $28.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 125 | $28.0K | 0.00% | +35+38.9% | Added |
| BOK Financial Private Wealth, Inc. | 127 | $29.0K | 0.00% | −870−87.3% | Reduced |
| Level Financial Advisors, Inc. | 131 | $30.0K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 134 | $30.0K | 0.02% | +134 | New |
