| Heritage Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Ellevest, Inc. | 5 | $1.00K | 0.00% | −6−54.5% | Reduced |
| Candriam Luxembourg S.C.A. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Tucker Asset Management LLC | 4 | $1.28K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 7 | $2.00K | 0.00% | +4+133.3% | Added |
| Global Financial Private Client, LLC | 10 | $2.98K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 15 | $4.00K | 0.00% | +15 | New |
| Guidance Point Advisors, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Glen Eagle Advisors, LLC | 15 | $4.40K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 18 | $5.00K | 0.00% | −2−10.0% | Reduced |
| Westside Investment Management, Inc. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 18 | $5.00K | 0.00% | +18 | New |
| Essex Investment Management Co LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 24 | $7.00K | 0.00% | −150−86.2% | Reduced |
| Tfo-TDC, LLC | 126 | $7.00K | 0.00% | +126 | New |
| Kelly Financial Services LLC | 25 | $7.33K | 0.00% | −7,203−99.7% | Reduced |
| Holloway Wealth Management, LLC | – | $8.00K | 0.00% | – | – |
| Farmers & Merchants Trust Co of Chambersburg PA | 27 | $8.00K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 26 | $8.00K | 0.00% | +26 | New |
| Concord Wealth Partners | 32 | $9.00K | 0.00% | −94−74.6% | Reduced |
| SRS Capital Advisors, Inc. | 30 | $9.00K | 0.00% | −15−33.3% | Reduced |
| Ogorek Anthony Joseph | 34 | $9.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 31 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 32 | $9.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 31 | $9.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 29 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 32 | $9.00K | 0.00% | +32 | New |
| Orion Capital Management LLC | 29 | $9.00K | 0.01% | +29 | New |
| Red Tortoise LLC | 35 | $9.00K | 0.01% | +35 | New |
| Kistler-Tiffany Companies, LLC | 34 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 36 | $11.0K | 0.01% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 36 | $11.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 41 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 42 | $12.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 41 | $12.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 40 | $12.0K | 0.01% | +40 | New |
| Johnson Financial Group, Inc. | 45 | $13.0K | 0.00% | −200−81.6% | Reduced |
| Rockbridge Investment Management, LCC | 43 | $13.0K | 0.00% | −9−17.3% | Reduced |
| MD Financial Management Inc. | 48 | $14.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 52 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 56 | $16.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 54 | $16.0K | 0.00% | +14+35.0% | Added |
| FinTrust Capital Advisors, LLC | 58 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 58 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 62 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 63 | $18.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 64 | $18.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 60 | $18.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 60 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 60 | $18.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 66 | $19.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 66 | $19.0K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 65 | $19.1K | 0.01% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 68 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 67 | $20.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 66 | $20.0K | 0.03% | +66 | New |
| Stonebridge Capital Advisors LLC | 73 | $21.0K | 0.00% | +48+192.0% | Added |
| Evolution Wealth Advisors, LLC | 76 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 76 | $22.0K | 0.00% | +76 | New |
| Meridian Wealth Partners, LLC | 75 | $22.0K | 0.00% | +75 | New |
| Leelyn Smith, LLC | 80 | $23.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 83 | $24.0K | 0.00% | +83 | New |
| Tortoise Investment Management, LLC | 88 | $26.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 100 | $29.0K | 0.02% | −50−33.3% | Reduced |
| Peoples Financial Services Corp. | 100 | $29.0K | 0.01% | 00.0% | Unchanged |
| Security National Trust Co | 100 | $29.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 100 | $29.0K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 100 | $29.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 100 | $29.0K | 0.01% | +100 | New |
| Heritage Wealth Advisors | 100 | $29.3K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 102 | $30.0K | 0.02% | −49−32.5% | Reduced |
| Sageworth Trust Co | 101 | $30.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 103 | $30.0K | 0.00% | +48+87.3% | Added |
| Bollard Group LLC | 107 | $31.0K | 0.00% | +1+0.9% | Added |
| Firestone Capital Management | 110 | $32.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 109 | $32.0K | 0.01% | +31+39.7% | Added |
| Princeton Global Asset Management LLC | 115 | $34.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 121 | $35.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 119 | $35.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 120 | $35.0K | 0.01% | +120 | New |
| Column Capital Advisors, LLC | 124 | $36.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 124 | $36.4K | 0.01% | −9−6.8% | Reduced |
| Capital Advisors, Ltd. LLC | 127 | $37.0K | 0.01% | +127 | New |
| Sterling Investment Advisors, Ltd. | 131 | $38.0K | 0.01% | 00.0% | Unchanged |