| CVA Family Office, LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $68 | 0.00% | +1 | New |
| Lowe Wealth Advisors, LLC | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 2 | $136 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $136 | 0.00% | +2 | New |
| Comprehensive Financial Planning, Inc. | 2 | $136 | 0.00% | +2 | New |
| Main Street Group, LTD | 2 | $137 | 0.00% | −12−85.7% | Reduced |
| Accredited Wealth Management, LLC | 3 | $205 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $273 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 5 | $316 | 0.00% | +5 | New |
| Kelly Lawrence W & Associates Inc | 5 | $341 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $341 | 0.00% | +1+25.0% | Added |
| NewSquare Capital LLC | 5 | $341 | 0.00% | +5 | New |
| NBC Securities, Inc. | 6 | $421 | 0.04% | −6,151−99.9% | Reduced |
| St Germain D J Co Inc | 7 | $477 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $477 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $545 | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 8 | $545 | 0.00% | +8 | New |
| Global Financial Private Client, LLC | 9 | $613 | 0.00% | +9 | New |
| Fortis Group Advisors, LLC | 9 | $614 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 11 | $750 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 12 | $818 | 0.00% | +7+140.0% | Added |
| Oakworth Capital, Inc. | 13 | $886 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $891 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $1.00K | 0.00% | −2,376−99.6% | Reduced |
| Toth Financial Advisory Corp | 15 | $1.02K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 17 | $1.16K | 0.00% | −61−78.2% | Reduced |
| Hollencrest Capital Management | 17 | $1.16K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 18 | $1.23K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 18 | $1.23K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 19 | $1.30K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 21 | $1.43K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 22 | $1.49K | 0.00% | +6+37.5% | Added |
| CGC Financial Services, LLC | 23 | $1.57K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $1.84K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 28 | $1.91K | 0.00% | +28 | New |
| Raffa Wealth Management, LLC | 28 | $1.92K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 29 | $1.98K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 29 | $1.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 28 | $2.00K | 0.00% | +13+86.7% | Added |
| Sandy Spring Bank | 30 | $2.05K | 0.00% | −150−83.3% | Reduced |
| TD Private Client Wealth LLC | 31 | $2.11K | 0.00% | +23+287.5% | Added |
| Cullen/Frost Bankers, Inc. | 32 | $2.18K | 0.00% | +32 | New |
| Whittier Trust Co | 34 | $2.32K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 34 | $2.32K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 36 | $2.44K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $2.45K | 0.00% | −14−28.0% | Reduced |
| Financial Perspectives, Inc | 36 | $2.45K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 38 | $2.59K | 0.00% | +15+65.2% | Added |
| Pineridge Advisors LLC | 38 | $2.61K | 0.00% | −7−15.6% | Reduced |
| Asset Planning,Inc | 39 | $2.66K | 0.00% | +39 | New |
| Ronald Blue Trust, Inc. | 40 | $2.73K | 0.00% | −213−84.2% | Reduced |
| Richard W. Paul & Associates, LLC | 43 | $2.93K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 44 | $3.00K | 0.00% | +44 | New |
| Piscataqua Savings Bank | 46 | $3.13K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 52 | $3.54K | 0.08% | +52 | New |
| Sachetta, LLC | 54 | $3.68K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 61 | $4.16K | 0.00% | −139−69.5% | Reduced |
| Golden State Wealth Management, LLC | 64 | $4.39K | 0.00% | +64 | New |
| WPG Advisers, LLC | 65 | $4.43K | 0.00% | +65 | New |
| Northwest Capital Management Inc | 66 | $4.50K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 72 | $4.91K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 73 | $4.98K | 0.00% | −11−13.1% | Reduced |
| Prestige Wealth Management Group LLC | 75 | $5.08K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 77 | $5.25K | 0.00% | −6−7.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 84 | $5.72K | 0.00% | 00.0% | Unchanged |
| Capital & Planning, LLC | 85 | $5.79K | 0.00% | +85 | New |
| Holos Integrated Wealth LLC | 89 | $6.07K | 0.00% | +89 | New |
| S&T Bank | 90 | $6.13K | 0.00% | +90 | New |
| Rialto Wealth Management, LLC | 90 | $6.13K | 0.00% | +90 | New |
| True Wealth Design, LLC | 91 | $6.20K | 0.00% | +9+11.0% | Added |
| Glen Eagle Advisors, LLC | 93 | $6.33K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 105 | $7.16K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 106 | $7.22K | 0.00% | +94+783.3% | Added |
| Colonial Trust Co | 107 | $7.26K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 107 | $7.29K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 107 | $7.29K | 0.00% | +107 | New |
| Clearstead Advisors, LLC | 107 | $7.29K | 0.00% | −88−45.1% | Reduced |
| McIlrath & Eck, LLC | 108 | $7.36K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 109 | $7.43K | 0.00% | −139−56.0% | Reduced |
| Bell Investment Advisors, Inc | 109 | $7.43K | 0.00% | +9+9.0% | Added |
| DHJJ Financial Advisors, Ltd. | 114 | $7.77K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 117 | $7.98K | 0.00% | +1+0.9% | Added |
| JFS Wealth Advisors, LLC | 119 | $8.11K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 121 | $8.25K | 0.00% | −2−1.6% | Reduced |
| Manchester Capital Management LLC | 131 | $8.93K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 150 | $10.2K | 0.00% | +95+172.7% | Added |
| Creative Financial Designs Inc | 161 | $11.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 162 | $11.0K | 0.01% | −57−26.0% | Reduced |
| GHP Investment Advisors, Inc. | 164 | $11.2K | 0.00% | +113+221.6% | Added |
| Foster Dykema Cabot & Partners, LLC | 166 | $11.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 168 | $11.5K | 0.00% | +18+12.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 170 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 178 | $12.1K | 0.00% | −44−19.8% | Reduced |
| General Partner, Inc. | 184 | $12.5K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 196 | $13.4K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $13.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $13.6K | 0.00% | +20+11.1% | Added |
| Valley National Advisers Inc | 210 | $14.0K | 0.00% | +110+110.0% | Added |