| Hazlett, Burt & Watson, Inc. | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 40 | $0 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 3 | $11 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 3 | $11 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $14 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4 | $14 | 0.00% | +4 | New |
| Bartlett & Co. Wealth Management LLC | 6 | $21 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 7 | $25 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 7 | $25 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 11 | $39 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $47 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 14 | $50 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 15 | $54 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 15 | $54 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 16 | $57 | 0.00% | +16 | New |
| Barrett & Company, Inc. | 17 | $60 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 20 | $71 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $74 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 26 | $95 | 0.00% | −1−3.7% | Reduced |
| Sunbelt Securities, Inc. | 31 | $110 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 39 | $139 | 0.00% | −2−4.9% | Reduced |
| Frazier Financial Advisors, LLC | 45 | $160 | 0.00% | +20+80.0% | Added |
| Gradient Investments LLC | 47 | $166 | 0.00% | −1,510−97.0% | Reduced |
| HM Payson & Co | 50 | $177 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 53 | $188 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 62 | $220 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 66 | $234 | 0.00% | −16−19.5% | Reduced |
| MB, Levis & Associates, LLC | 69 | $244 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 69 | $245 | 0.00% | −7−9.2% | Reduced |
| Atlas Capital Advisors LLC | 75 | $265 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 79 | $280 | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 85 | $301 | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 90 | $317 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 92 | $326 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $354 | 0.00% | −1,700−94.4% | Reduced |
| Security National Bank | 100 | $354 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $354 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $354 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 99 | $356 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 101 | $358 | 0.00% | +29+40.3% | Added |
| CNB Bank | 105 | $372 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 115 | $407 | 0.00% | −309−72.9% | Reduced |
| Laurel Wealth Advisors LLC | 118 | $418 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 145 | $513 | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 149 | $527 | 0.00% | +149 | New |
| TD Private Client Wealth LLC | 150 | $531 | 0.00% | +150 | New |
| Financial Perspectives, Inc | 155 | $549 | 0.00% | −34−18.0% | Reduced |
| NewSquare Capital LLC | 161 | $570 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 164 | $581 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 165 | $583 | 0.00% | +1+0.6% | Added |
| Vima LLC | 121 | $594 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 168 | $596 | 0.00% | +1+0.6% | Added |
| Kelly Financial Services LLC | 189 | $668 | 0.00% | +1+0.5% | Added |
| Whittier Trust Co | 200 | $706 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $708 | 0.00% | −200−50.0% | Reduced |
| Fifth Third Bancorp | 200 | $708 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 200 | $708 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 201 | $709 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 213 | $754 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 231 | $816 | 0.00% | +38+19.7% | Added |
| Pacific Center for Financial Services | 231 | $818 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 240 | $849 | 0.00% | −240−50.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 248 | $878 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 250 | $885 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 261 | $924 | 0.00% | −121−31.7% | Reduced |
| Sachetta, LLC | 282 | $965 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 300 | $1.00K | 0.00% | −1,000−76.9% | Reduced |
| Avion Wealth | 120 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 300 | $1.06K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 300 | $1.06K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 306 | $1.08K | 0.00% | −33−9.7% | Reduced |
| Webster Bank, N. A. | 322 | $1.14K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 330 | $1.17K | 0.00% | +330 | New |
| Montag A & Associates Inc | 338 | $1.20K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 400 | $1.42K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 400 | $1.42K | 0.00% | +400 | New |
| Sofos Investments, Inc. | 415 | $1.47K | 0.00% | +415 | New |
| Bell Investment Advisors, Inc | 470 | $1.66K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 500 | $1.77K | 0.00% | −9,265−94.9% | Reduced |
| Old Point Trust & Financial Services N A | 500 | $1.77K | 0.00% | +500 | New |
| VisionPoint Advisory Group, LLC | 500 | $1.77K | 0.00% | +500 | New |
| Hexagon Capital Partners LLC | 510 | $1.80K | 0.00% | −3−0.6% | Reduced |
| CVA Family Office, LLC | 510 | $1.80K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 512 | $1.81K | 0.00% | +3+0.6% | Added |
| ZRC Wealth Management, LLC | 515 | $1.82K | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 500 | $1.82K | 0.00% | +500 | New |
| Hantz Financial Services, Inc. | 544 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 560 | $2.00K | 0.00% | +21+3.9% | Added |
| Key Financial Inc | 591 | $2.09K | 0.00% | 00.0% | Unchanged |
| American National Bank | 600 | $2.12K | 0.00% | +600 | New |
| Cornerstone Planning Group LLC | 577 | $2.13K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 697 | $2.47K | 0.00% | +2+0.3% | Added |
| Larson Financial Group LLC | 797 | $2.82K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 800 | $2.83K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 819 | $2.90K | 0.00% | +41+5.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 751 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 862 | $3.05K | 0.00% | +862 | New |
| Richard W. Paul & Associates, LLC | 872 | $3.09K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 886 | $3.14K | 0.00% | −426−32.5% | Reduced |