| Albion Financial Group | 2 | $0 | 0.00% | +2 | New |
| Rather & Kittrell, Inc. | 7 | $0 | 0.00% | +7 | New |
| Ahrens Investment Partners LLC | 1 | $0 | 0.00% | +1 | New |
| Karlinski Andrew C | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 4 | $436 | 0.00% | – | – |
| Vigilant Capital Management, LLC | 10 | $1.00K | 0.00% | −170−94.4% | Reduced |
| Gradient Investments LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | +9 | New |
| Mark Sheptoff Financial Planning, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Addison Advisors LLC | 9 | $1.00K | 0.00% | +9 | New |
| Newbridge Financial Services Group, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Cassady Schiller Wealth Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 16 | $2.00K | 0.00% | −32−66.7% | Reduced |
| Edge Wealth Management LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 16 | $2.00K | 0.00% | +9+128.6% | Added |
| CVA Family Office, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Schubert & Co | 15 | $2.00K | 0.00% | +15 | New |
| Bogart Wealth, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 28 | $3.00K | 0.00% | +28 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 31 | $3.00K | 0.00% | +31 | New |
| City State Bank | 25 | $3.00K | 0.00% | +25 | New |
| Stephens Consulting, LLC | 31 | $3.38K | 0.00% | +31 | New |
| Eagle Bay Advisors LLC | 37 | $4.00K | 0.00% | −61−62.2% | Reduced |
| IMA Wealth, Inc. | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 45 | $5.00K | 0.00% | +45 | New |
| Miller Wealth Advisors, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 53 | $5.79K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 54 | $5.89K | 0.00% | +54 | New |
| BDO Wealth Advisors, LLC | 53 | $6.00K | 0.00% | −80−60.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 53 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 55 | $6.00K | 0.00% | +19+52.8% | Added |
| Kelly Financial Services LLC | 58 | $6.33K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 66 | $7.00K | 0.00% | −113−63.1% | Reduced |
| Alaethes Wealth LLC | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 64 | $7.00K | 0.00% | +64 | New |
| Delta Asset Management LLC | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 77 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 74 | $8.00K | 0.01% | +74 | New |
| Crestmont Private Wealth LLC | 70 | $8.00K | 0.01% | +70 | New |
| Tyler-Stone Wealth Management | 69 | $8.00K | 0.00% | +69 | New |
| Sage Private Wealth Group, LLC | 91 | $9.00K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 87 | $9.00K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 82 | $9.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 76 | $9.00K | 0.00% | +76 | New |
| Blue Bell Private Wealth Management, LLC | 85 | $9.00K | 0.00% | +85 | New |
| Lee Financial Co | 83 | $9.00K | 0.00% | +83 | New |
| Credential Qtrade Securities Inc. | 87 | $9.50K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 95 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 90 | $10.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 93 | $10.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 89 | $10.0K | 0.00% | +11+14.1% | Added |
| Ten Capital Wealth Advisors, LLC | 95 | $10.0K | 0.00% | +95 | New |
| Intelligent Financial Strategies | 90 | $10.0K | 0.01% | +90 | New |
| Pinnacle Bancorp, Inc. | 102 | $11.0K | 0.00% | −340−76.9% | Reduced |
| Fieldpoint Private Securities, LLC | 105 | $11.0K | 0.00% | −55−34.4% | Reduced |
| Rock Creek Group, LP | 101 | $11.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 97 | $11.0K | 0.01% | +11+12.8% | Added |
| Outfitter Financial LLC | 100 | $11.0K | 0.01% | +100 | New |
| Leverty Financial Group, LLC | 109 | $11.0K | 0.01% | +109 | New |
| Vectors Research Management, LLC | 107 | $12.0K | 0.00% | +1+0.9% | Added |
| Rosenberg Matthew Hamilton | 118 | $13.0K | 0.00% | −123−51.0% | Reduced |
| Westside Investment Management, Inc. | 126 | $13.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 120 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 123 | $13.0K | 0.00% | +23+23.0% | Added |
| Delos Wealth Advisors, LLC | 116 | $13.0K | 0.01% | +116 | New |
| Stonebridge Capital Advisors LLC | 125 | $14.0K | 0.00% | −14−10.1% | Reduced |
| Exchange Traded Concepts, LLC | 132 | $14.0K | 0.00% | −1−0.8% | Reduced |
| Neo Ivy Capital Management | 129 | $14.0K | 0.02% | +129 | New |
| Kenfarb & Co. | 132 | $14.0K | 0.01% | +132 | New |
| Investmark Advisory Group LLC | 128 | $14.0K | 0.01% | +128 | New |
| Financial Perspectives, Inc | 137 | $15.0K | 0.01% | −175−56.1% | Reduced |
| Financial Management Professionals, Inc. | 138 | $15.0K | 0.00% | −2−1.4% | Reduced |
| Hexagon Capital Partners LLC | 133 | $15.0K | 0.00% | +18+15.7% | Added |
| Amplius Wealth Advisors, LLC | 146 | $15.0K | 0.00% | +146 | New |
| Center for Financial Planning, Inc. | 146 | $16.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 139 | $16.0K | 0.01% | +2+1.5% | Added |
| Plante Moran Financial Advisors, LLC | 144 | $16.0K | 0.00% | +59+69.4% | Added |
| Brown Brothers Harriman & Co | 156 | $17.0K | 0.00% | −30−16.1% | Reduced |
| Loomis Sayles & Co L P | 157 | $17.0K | 0.00% | −20−11.3% | Reduced |
| Gemmer Asset Management LLC | 160 | $17.0K | 0.00% | −8−4.8% | Reduced |
| Trustcore Financial Services, LLC | 153 | $17.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 155 | $17.0K | 0.01% | +1+0.6% | Added |