| Manchester Capital Management LLC | 1 | $0 | 0.00% | −600−99.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2 | $0 | 0.00% | +2 | New |
| J.Safra Asset Management Corp | 4 | $0 | 0.00% | +4 | New |
| Hoertkorn Richard Charles | 2 | $0 | 0.00% | +2 | New |
| CFS Investment Advisory Services, LLC | 25,898 | $0 | 0.00% | +25,898 | New |
| Robbins Farley LLC | 1 | $0 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Financial Perspectives, Inc | 1 | $235 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1 | $235 | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 3 | $1.00K | 0.00% | −6−66.7% | Reduced |
| Roble, Belko & Company, Inc | 3 | $1.00K | 0.00% | −6−66.7% | Reduced |
| WestEnd Advisors, LLC | 5 | $1.00K | 0.00% | −1−16.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| HWG Holdings LP | 6 | $1.00K | 0.00% | +6 | New |
| Moser Wealth Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Stephens Consulting, LLC | 8 | $1.88K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 10 | $2.00K | 0.00% | −70−87.5% | Reduced |
| Proffitt & Goodson Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 9 | $2.00K | 0.00% | +6+200.0% | Added |
| KB Financial Partners, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 7 | $2.00K | 0.00% | +7 | New |
| Atlas Capital Advisors LLC | 12 | $2.83K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 14 | $3.00K | 0.00% | −3−17.6% | Reduced |
| Tradewinds Capital Management, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 15 | $3.53K | 0.00% | +9+150.0% | Added |
| Pacifica Partners Inc. | 20 | $4.00K | 0.00% | −78−79.6% | Reduced |
| Albion Financial Group | 15 | $4.00K | 0.00% | −9−37.5% | Reduced |
| IMA Wealth, Inc. | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 19 | $4.00K | 0.00% | +4+26.7% | Added |
| Morton Brown Family Wealth, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 17 | $4.00K | 0.00% | +7+70.0% | Added |
| Motco | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 20 | $5.00K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 24 | $5.74K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 26 | $6.00K | 0.00% | −26−50.0% | Reduced |
| HighMark Wealth Management LLC | 24 | $6.00K | 0.01% | −14−36.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 25 | $6.00K | 0.00% | +25 | New |
| Kelly Financial Services LLC | 29 | $6.83K | 0.00% | −21−42.0% | Reduced |
| Bangor Savings Bank | 30 | $7.00K | 0.00% | −1−3.2% | Reduced |
| Clear Perspectives Financial Planning, LLC | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 31 | $7.00K | 0.00% | +17+121.4% | Added |
| Adirondack Retirement Specialists, Inc. | 30 | $7.00K | 0.01% | +30 | New |
| Baldrige Asset Management LLC | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 33 | $8.00K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 32 | $8.00K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 33 | $8.00K | 0.00% | +15+83.3% | Added |
| Estabrook Capital Management | 38 | $8.95K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 40 | $9.00K | 0.01% | −689−94.5% | Reduced |
| Newton One Investments LLC | 38 | $9.00K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 37 | $9.00K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 37 | $9.00K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 37 | $9.00K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 38 | $9.00K | 0.00% | +22+137.5% | Added |
| Tucker Asset Management LLC | 35 | $10.2K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 50 | $11.0K | 0.00% | −265−84.1% | Reduced |
| Rational Advisors LLC | 46 | $11.0K | 0.00% | +1+2.2% | Added |
| Sageworth Trust Co | 48 | $11.0K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $11.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 50 | $11.8K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 51 | $12.0K | 0.01% | −286−84.9% | Reduced |
| Blume Capital Management, Inc. | 50 | $12.0K | 0.00% | −85−63.0% | Reduced |
| Evermay Wealth Management LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 52 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 49 | $12.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 50 | $12.0K | 0.00% | +50 | New |
| South State Corp. | 60 | $14.0K | 0.00% | +53+757.1% | Added |
| SJS Investment Consulting Inc. | 59 | $14.0K | 0.00% | +59 | New |
| Highline Wealth Partners LLC | 61 | $14.4K | 0.01% | +61 | New |
| Maryland Capital Advisors Inc. | 65 | $15.0K | 0.02% | 00.0% | Unchanged |
| Savior LLC | 70 | $16.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 65 | $16.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 70 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 73 | $17.0K | 0.02% | −50−40.7% | Reduced |
| Clear Investment Research, LLC | 73 | $17.0K | 0.04% | 00.0% | Unchanged |
| Standard Family Office LLC | 72 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 72 | $17.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 71 | $17.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 72 | $17.0K | 0.01% | +22+44.0% | Added |
| Twin Lakes Capital Management, LLC | 74 | $17.0K | 0.01% | +74 | New |
| Avondale Wealth Management | 75 | $18.0K | 0.02% | −100−57.1% | Reduced |
| HBC Financial Services, PLLC | 250 | $18.0K | 0.02% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 80 | $19.0K | 0.01% | 00.0% | Unchanged |