| Schubert & Co | 3 | $0 | 0.00% | −29−90.6% | Reduced |
| Goodwin Investment Advisory | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $446 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $594 | 0.00% | +4 | New |
| MCF Advisors LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 10 | $1.00K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 4 | $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 |
| NewSquare Capital LLC | 5 | $1.00K | 0.00% | +5 | New |
| CFS Investment Advisory Services, LLC | 107,938 | $1.00K | 0.00% | +107,938 | New |
| Morton Brown Family Wealth, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Endurance Wealth Management, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Abound Wealth Management | 17 | $2.53K | 0.00% | +17 | New |
| Mizuho Securities Co. Ltd. | 21 | $3.00K | 0.00% | −650−96.9% | Reduced |
| Worth Asset Management, LLC | 16 | $3.00K | 0.00% | −125−88.7% | Reduced |
| Mach-1 Financial Group, Inc. | 23 | $3.00K | 0.00% | −18−43.9% | Reduced |
| Rocky Mountain Advisers, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 17 | $3.00K | 0.00% | +17 | New |
| Performa Ltd (US), LLC | 18 | $3.00K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 26 | $3.86K | 0.00% | −28−51.9% | Reduced |
| Financial Management Professionals, Inc. | 27 | $4.00K | 0.00% | −46−63.0% | Reduced |
| Bell Investment Advisors, Inc | 27 | $4.00K | 0.00% | −3−10.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 24 | $4.00K | 0.00% | +24 | New |
| Stephens Consulting, LLC | 28 | $4.10K | 0.00% | +20+250.0% | Added |
| WR Wealth Planners, LLC | 30 | $4.52K | 0.00% | −214−87.7% | Reduced |
| First Financial Corp | 33 | $5.00K | 0.00% | −120−78.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| De Burlo Group Inc | 34 | $5.05K | 0.00% | +34 | New |
| Legend Financial Advisors, Inc. | 37 | $5.49K | 0.01% | +37 | New |
| Cranbrook Wealth Management, LLC | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 50 | $7.00K | 0.00% | +1+2.0% | Added |
| Pittenger & Anderson Inc | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 50 | $7.00K | 0.00% | +50 | New |
| Almanack Investment Partners, LLC. | 50 | $7.00K | 0.00% | +50 | New |
| New Millennium Group LLC | 56 | $8.00K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 51 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 60 | $8.00K | 0.00% | +40+200.0% | Added |
| Win Advisors, Inc | 56 | $8.00K | 0.00% | +56 | New |
| Financial Perspectives, Inc | 55 | $8.17K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 63 | $9.00K | 0.01% | −40−38.8% | Reduced |
| Focused Wealth Management, Inc | 60 | $9.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 60 | $9.00K | 0.01% | +51+566.7% | Added |
| Blue Bell Private Wealth Management, LLC | 70 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 70 | $10.0K | 0.13% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 69 | $10.0K | 0.01% | +1+1.5% | Added |
| WD Rutherford LLC | 70 | $10.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 67 | $10.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 65 | $10.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 66 | $10.0K | 0.00% | +11+20.0% | Added |
| West Branch Capital LLC | 70 | $10.0K | 0.01% | +30+75.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 72 | $10.0K | 0.00% | +72 | New |
| West Oak Capital, LLC | 77 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 75 | $11.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 76 | $11.0K | 0.01% | +1+1.3% | Added |
| Cyrus J. Lawrence, LLC | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 82 | $12.0K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 84 | $12.0K | 0.00% | +29+52.7% | Added |
| Plante Moran Financial Advisors, LLC | 90 | $13.0K | 0.00% | −35−28.0% | Reduced |
| Silvant Capital Management LLC | 96 | $14.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $15.0K | 0.00% | −109−52.2% | Reduced |
| C M Bidwell & Associates Ltd | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 101 | $15.0K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 104 | $15.0K | 0.01% | +1+1.0% | Added |
| Piscataqua Savings Bank | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 104 | $15.0K | 0.00% | +4+4.0% | Added |
| Vigilant Capital Management, LLC | 104 | $15.0K | 0.00% | +104 | New |
| Column Capital Advisors, LLC | 108 | $16.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 107 | $16.0K | 0.00% | +5+4.9% | Added |
| HighMark Wealth Management LLC | 111 | $16.0K | 0.01% | +15+15.6% | Added |
| Bogart Wealth, LLC | 116 | $17.0K | 0.00% | −59−33.7% | Reduced |
| JNBA Financial Advisors | 117 | $17.0K | 0.00% | −35−23.0% | Reduced |
| Pacific Center for Financial Services | 117 | $17.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 124 | $18.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 123 | $18.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 134 | $19.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 134 | $20.0K | 0.01% | −56−29.5% | Reduced |
| Earnest Partners LLC | 136 | $20.0K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 131 | $20.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 132 | $20.0K | 0.00% | +12+10.0% | Added |
| CNB Bank | 144 | $21.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 143 | $21.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 142 | $21.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 143 | $21.2K | 0.01% | +35+32.4% | Added |
| Sageworth Trust Co | 150 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 152 | $22.6K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 160 | $23.0K | 0.01% | 00.0% | Unchanged |