| VitalStone Financial, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $35 | 0.00% | −2−100.0% | Reduced |
| Tfo-TDC, LLC | 1 | $102 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $511 | 0.00% | −2−28.6% | Reduced |
| Aspect Partners, LLC | 5 | $511 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $716 | 0.00% | +1+16.7% | Added |
| Global Financial Private Client, LLC | 9 | $919 | 0.00% | 00.0% | Unchanged |
| Symetra Investment Management Co | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 10 | $1.00K | 0.00% | +10 | New |
| LifeSteps Financial, Inc. | 10 | $1.02K | 0.00% | +10 | New |
| Creekmur Asset Management LLC | 10 | $1.02K | 0.00% | +10 | New |
| Colonial Trust Advisors | 13 | $1.33K | 0.00% | −10−43.5% | Reduced |
| Sachetta, LLC | 16 | $1.52K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 15 | $1.53K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 16 | $1.64K | 0.00% | +16 | New |
| Prestige Wealth Management Group LLC | 17 | $1.74K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 18 | $1.84K | 0.00% | −516−96.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 19 | $1.94K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 19 | $1.98K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $1.99K | 0.00% | +2+11.8% | Added |
| Penserra Capital Management LLC | 27 | $2.00K | 0.00% | −1,167−97.7% | Reduced |
| Carolinas Wealth Consulting LLC | 20 | $2.05K | 0.00% | +16+400.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $2.15K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 21 | $2.15K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 25 | $2.56K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 26 | $2.66K | 0.00% | −26−50.0% | Reduced |
| Macroview Investment Management LLC | 26 | $2.66K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 27 | $2.76K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 28 | $2.86K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 29 | $2.97K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 30 | $3.05K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 32 | $3.27K | 0.00% | +32 | New |
| Tower View Investment Management & Research LLC | 32 | $3.27K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 34 | $3.48K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 34 | $3.48K | 0.00% | +34 | New |
| DiNuzzo Private Wealth, Inc. | 37 | $3.79K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 38 | $3.89K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 38 | $3.89K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 38 | $3.89K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 40 | $4.09K | 0.00% | +40 | New |
| Nemes Rush Group LLC | 42 | $4.30K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 42 | $4.30K | 0.00% | +42 | New |
| Register Financial Advisors LLC | 43 | $4.35K | 0.00% | +43 | New |
| Redmont Wealth Advisors LLC | 47 | $4.81K | 0.01% | +47 | New |
| Pineridge Advisors LLC | 48 | $4.93K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 50 | $5.11K | 0.00% | −36−41.9% | Reduced |
| M&R Capital Management Inc | 51 | $5.26K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 54 | $5.52K | 0.00% | +30+125.0% | Added |
| Raffa Wealth Management, LLC | 56 | $5.73K | 0.00% | +24+75.0% | Added |
| SJS Investment Consulting Inc. | 57 | $5.83K | 0.00% | −1−1.7% | Reduced |
| Financial Management Professionals, Inc. | 62 | $6.00K | 0.00% | −26−29.5% | Reduced |
| Motco | 61 | $6.24K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 65 | $6.37K | 0.00% | −11−14.5% | Reduced |
| Private Ocean, LLC | 64 | $6.55K | 0.00% | +64 | New |
| Washington Trust Co | 68 | $6.96K | 0.00% | −165−70.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 69 | $7.06K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 70 | $7.11K | 0.00% | +1+1.4% | Added |
| CVA Family Office, LLC | 70 | $7.16K | 0.00% | −5−6.7% | Reduced |
| Ronald Blue Trust, Inc. | 73 | $7.47K | 0.00% | +44+151.7% | Added |
| Hilltop National Bank | 80 | $8.18K | 0.00% | +80 | New |
| Pacific Center for Financial Services | 81 | $8.29K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 86 | $8.80K | 0.00% | −33−27.7% | Reduced |
| Harbor Investment Advisory, LLC | 89 | $9.10K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 90 | $9.21K | 0.00% | −2−2.2% | Reduced |
| Bell Investment Advisors, Inc | 90 | $9.21K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 99 | $10.0K | 0.00% | −10−9.2% | Reduced |
| Transcendent Capital Group LLC | 99 | $10.1K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 100 | $10.2K | 0.04% | +100 | New |
| Clearstead Advisors, LLC | 102 | $10.3K | 0.00% | −14−12.1% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 105 | $10.7K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 107 | $10.9K | 0.00% | +7+7.0% | Added |
| Rosenberg Matthew Hamilton | 110 | $11.2K | 0.00% | −80−42.1% | Reduced |
| Operose Advisors LLC | 115 | $11.8K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 118 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 123 | $12.6K | 0.00% | +23+23.0% | Added |
| Westside Investment Management, Inc. | 125 | $12.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 126 | $13.0K | 0.01% | +2+1.6% | Added |
| GW&K Investment Management, LLC | 123 | $13.0K | 0.00% | +11+9.8% | Added |
| ICA Group Wealth Management, LLC | 130 | $13.3K | 0.00% | +28+27.5% | Added |
| Benjamin Edwards Inc | 137 | $14.0K | 0.00% | −1,127−89.2% | Reduced |
| Smithfield Trust Co | 135 | $14.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 138 | $14.1K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 144 | $14.3K | 0.01% | +43+42.6% | Added |
| WR Wealth Planners, LLC | 140 | $14.3K | 0.00% | +140 | New |
| Boyd Watterson Asset Management LLC | 148 | $15.1K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 150 | $15.3K | 0.01% | +20+15.4% | Added |
| Washington Trust Advisors, Inc. | 151 | $15.4K | 0.00% | −62−29.1% | Reduced |
| Insight Financial Services | 154 | $15.8K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 155 | $15.9K | 0.00% | +124+400.0% | Added |
| Core Wealth Advisors, Inc. | 156 | $16.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 153 | $16.0K | 0.00% | +3+2.0% | Added |
| FinTrust Capital Advisors, LLC | 157 | $16.1K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 158 | $16.2K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 161 | $16.5K | 0.01% | −310−65.8% | Reduced |
| Larson Financial Group LLC | 163 | $16.7K | 0.00% | +61+59.8% | Added |
| Valued Wealth Advisors LLC | 165 | $16.9K | 0.01% | +70+73.7% | Added |
| Farmers & Merchants Investments Inc | 170 | $17.4K | 0.00% | 00.0% | Unchanged |