| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Triumph Capital Management | 1 | $239 | 0.00% | −1−50.0% | Reduced |
| Atlas Capital Advisors LLC | 1 | $239 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $239 | 0.00% | +1 | New |
| West Paces Advisors Inc. | 1 | $239 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $240 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $299 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2 | $478 | 0.00% | +2 | New |
| Chelsea Counsel Co | 2 | $479 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $479 | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 3 | $717 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 3 | $718 | 0.00% | −1−25.0% | Reduced |
| City State Bank | 4 | $956 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 4 | $956 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 4 | $956 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 4 | $957 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $957 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 3 | $1.00K | 0.00% | −422−99.3% | Reduced |
| North Star Investment Management Corp. | 5 | $1.20K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5 | $1.20K | 0.00% | −21−80.8% | Reduced |
| JDM Financial Group LLC | 5 | $1.24K | 0.00% | +5 | New |
| Brown, Lisle/Cummings, Inc. | 6 | $1.43K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 6 | $1.43K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $1.44K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6 | $1.44K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $1.46K | 0.00% | +4+200.0% | Added |
| Coastline Trust Co | 7 | $1.67K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 7 | $1.67K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $1.67K | 0.00% | +2+40.0% | Added |
| Newbridge Financial Services Group, Inc. | 7 | $1.68K | 0.00% | −10−58.8% | Reduced |
| Pier Capital, LLC | 8 | $1.91K | 0.00% | −1,413−99.4% | Reduced |
| Marquette Asset Management, LLC | 8 | $1.91K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 8 | $1.94K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 9 | $2.15K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 9 | $2.15K | 0.00% | +9 | New |
| SWAN Capital LLC | 10 | $2.39K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 10 | $2.39K | 0.00% | +10 | New |
| Downshift Financial, LLC | 10 | $2.39K | 0.00% | +10 | New |
| Tradewinds Capital Management, LLC | 10 | $2.40K | 0.00% | +10 | New |
| 1015 Capital Partners, LLC | 11 | $2.63K | 0.00% | −47−81.0% | Reduced |
| Bard Associates Inc | 11 | $2.63K | 0.00% | +11 | New |
| CBIZ Investment Advisory Services, LLC | 10 | $2.84K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 12 | $2.87K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 12 | $2.87K | 0.00% | +1+9.1% | Added |
| American Capital Advisory, LLC | 12 | $2.87K | 0.00% | +4+50.0% | Added |
| Grove Bank & Trust | 13 | $3.11K | 0.00% | −7−35.0% | Reduced |
| Johnson Financial Group, Inc. | 13 | $3.11K | 0.00% | −10−43.5% | Reduced |
| Motco | 14 | $3.35K | 0.00% | −124−89.9% | Reduced |
| Cape Investment Advisory, Inc. | 14 | $3.35K | 0.00% | +14 | New |
| Decker Retirement Planning Inc. | 14 | $3.35K | 0.00% | +14 | New |
| GoalVest Advisory LLC | 15 | $3.58K | 0.00% | −6,600−99.8% | Reduced |
| City Holding Co | 15 | $3.58K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 15 | $3.58K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 15 | $3.59K | 0.00% | +15 | New |
| Arlington Trust Co LLC | 16 | $3.82K | 0.00% | −71−81.6% | Reduced |
| Kingdom Financial Group LLC. | 16 | $3.82K | 0.00% | −48−75.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 18 | $4.00K | 0.00% | +18 | New |
| Davis Capital Management | 17 | $4.06K | 0.00% | +15+750.0% | Added |
| Osbon Capital Management LLC | 18 | $4.30K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 19 | $4.54K | 0.00% | +19 | New |
| Hilltop National Bank | 20 | $4.78K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 20 | $4.78K | 0.00% | +8+66.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 21 | $5.02K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $5.02K | 0.00% | +3+16.7% | Added |
| Abound Wealth Management | 24 | $5.74K | 0.00% | +1+4.3% | Added |
| Fiduciary Advisors, Inc. | 25 | $5.98K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $6.21K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 26 | $6.21K | 0.00% | 00.0% | Unchanged |
| Trust Co | 27 | $6.47K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 27 | $6.51K | 0.00% | −2−6.9% | Reduced |
| Park Place Capital Corp | 28 | $6.69K | 0.00% | −14−33.3% | Reduced |
| Creative Capital Management Investments LLC | 28 | $6.69K | 0.00% | +28 | New |
| Gleason Group, Inc. | 29 | $6.93K | 0.00% | +29 | New |
| LGT Financial Advisors LLC | 29 | $6.93K | 0.04% | +29 | New |
| Byrne Asset Management LLC | 30 | $7.17K | 0.00% | +3+11.1% | Added |
| Dogwood Wealth Management LLC | 31 | $7.41K | 0.00% | −11−26.2% | Reduced |
| Rossby Financial, LCC | 32 | $7.65K | 0.00% | −50−61.0% | Reduced |
| United Financial Planning Group LLC | 32 | $7.65K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 32 | $7.83K | 0.00% | +32 | New |
| Asset Dedication, LLC | 34 | $8.13K | 0.00% | +34 | New |
| Greykasell Wealth Strategies, Inc. | 36 | $8.60K | 0.00% | −13−26.5% | Reduced |
| Raffa Wealth Management, LLC | 38 | $9.08K | 0.00% | −1−2.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 38 | $9.08K | 0.00% | +1+2.7% | Added |
| Hughes Financial Services, LLC | 39 | $9.32K | 0.00% | +20+105.3% | Added |
| Holos Integrated Wealth LLC | 40 | $10.2K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 44 | $10.5K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 47 | $11.2K | 0.01% | +15+46.9% | Added |
| IMA Wealth, Inc. | 48 | $11.5K | 0.00% | +37+336.4% | Added |
| Prestige Wealth Management Group LLC | 50 | $12.0K | 0.00% | −1,970−97.5% | Reduced |
| CNB Bank | 50 | $12.0K | 0.00% | −3−5.7% | Reduced |
| Eastern Bank | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| McDonald Partners LLC | 50 | $12.0K | 0.00% | +50 | New |
| WestEnd Advisors, LLC | 50 | $12.0K | 0.00% | +50 | New |
| Financial Gravity Companies, Inc. | 50 | $12.0K | 0.00% | +50 | New |
| Ares Financial Consulting, LLC | 50 | $12.0K | 0.01% | +50 | New |
| Roble, Belko & Company, Inc | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 47 | $12.2K | 0.00% | +47 | New |
| Cullen/Frost Bankers, Inc. | 51 | $12.2K | 0.00% | −33−39.3% | Reduced |
| Medallion Wealth Advisors, LLC | 52 | $12.4K | 0.00% | 00.0% | Unchanged |