| Marquette Asset Management, LLC | 1 | $53 | 0.00% | +1 | New |
| Comprehensive Financial Planning, Inc. | 2 | $104 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2 | $105 | 0.00% | −15−88.2% | Reduced |
| Lowe Wealth Advisors, LLC | 2 | $105 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $105 | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $157 | 0.00% | −31−91.2% | Reduced |
| Private Wealth Asset Management, LLC | 3 | $157 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $158 | 0.00% | +3 | New |
| Fortis Group Advisors, LLC | 4 | $210 | 0.00% | −5−55.6% | Reduced |
| Parkworth Wealth Management, Inc. | 4 | $210 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 5 | $261 | 0.00% | −29−85.3% | Reduced |
| South State Corp. | 5 | $263 | 0.00% | +5 | New |
| Garde Capital, Inc. | 5 | $263 | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 7 | $367 | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 8 | $419 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 8 | $420 | 0.00% | +3+60.0% | Added |
| Addison Advisors LLC | 9 | $472 | 0.00% | +9 | New |
| Mather Group, LLC. | 11 | $577 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 11 | $577 | 0.00% | +11 | New |
| Investors Research Corp | 12 | $629 | 0.00% | +12 | New |
| Sofos Investments, Inc. | 12 | $629 | 0.00% | +12 | New |
| Cromwell Holdings LLC | 12 | $629 | 0.00% | +12 | New |
| Oakworth Capital, Inc. | 13 | $681 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13 | $681 | 0.00% | +5+62.5% | Added |
| American Capital Advisory, LLC | 13 | $682 | 0.00% | +13 | New |
| TFC Financial Management | 13 | $685 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 14 | $735 | 0.00% | +12+600.0% | Added |
| Principia Wealth Advisory, LLC | 15 | $778 | 0.00% | +13+650.0% | Added |
| North Capital, Inc. | 15 | $786 | 0.00% | +15 | New |
| Cullen/Frost Bankers, Inc. | 17 | $894 | 0.00% | −15−46.9% | Reduced |
| Financial Network Wealth Advisors LLC | 18 | $944 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 19 | $996 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 15 | $1.00K | 0.00% | −13−46.4% | Reduced |
| Boyd Watterson Asset Management LLC | 21 | $1.10K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 22 | $1.15K | 0.00% | +21+2,100.0% | Added |
| Sachetta, LLC | 22 | $1.15K | 0.00% | −32−59.3% | Reduced |
| CGC Financial Services, LLC | 23 | $1.21K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $1.31K | 0.00% | −2−7.4% | Reduced |
| WealthTrak Capital Management LLC | 25 | $1.31K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 28 | $1.48K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 22 | $1.49K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 29 | $1.52K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 30 | $1.57K | 0.00% | +21+233.3% | Added |
| Sandy Spring Bank | 30 | $1.57K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 34 | $1.78K | 0.00% | +5+17.2% | Added |
| True Wealth Design, LLC | 34 | $1.78K | 0.00% | −57−62.6% | Reduced |
| Stone House Investment Management, LLC | 35 | $1.83K | 0.00% | +35 | New |
| Kiker Wealth Management, LLC | 35 | $1.83K | 0.00% | +35 | New |
| PFS Partners, LLC | 36 | $1.88K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 36 | $1.89K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $1.89K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 38 | $1.99K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 30 | $2.00K | 0.00% | −2−6.3% | Reduced |
| Asset Planning,Inc | 39 | $2.04K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 43 | $2.36K | 0.00% | +43 | New |
| Piscataqua Savings Bank | 46 | $2.41K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 51 | $2.68K | 0.00% | −113−68.9% | Reduced |
| ROSS\JOHNSON & Associates LLC | 52 | $2.73K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 52 | $2.73K | 0.00% | +12+30.0% | Added |
| WPG Advisers, LLC | 53 | $2.78K | 0.00% | −12−18.5% | Reduced |
| Glen Eagle Advisors, LLC | 58 | $3.03K | 0.00% | −35−37.6% | Reduced |
| Continuum Advisory, LLC | 60 | $3.15K | 0.00% | −17−22.1% | Reduced |
| Beacon Capital Management, LLC | 61 | $3.21K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 64 | $3.38K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 66 | $3.45K | 0.00% | +61+1,220.0% | Added |
| Northwest Capital Management Inc | 66 | $3.46K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 72 | $3.77K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 73 | $3.84K | 0.00% | −34−31.8% | Reduced |
| TD Private Client Wealth LLC | 74 | $3.88K | 0.00% | +43+138.7% | Added |
| Prestige Wealth Management Group LLC | 75 | $3.91K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 83 | $4.35K | 0.00% | +83 | New |
| Kayne Anderson Rudnick Investment Management LLC | 84 | $4.40K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 88 | $4.61K | 0.00% | +81+1,157.1% | Added |
| Holos Integrated Wealth LLC | 89 | $4.67K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 607 | $4.67K | 0.00% | +500+467.3% | Added |
| S&T Bank | 90 | $4.72K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 91 | $4.77K | 0.00% | −15−14.2% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 92 | $4.82K | 0.00% | +64+228.6% | Added |
| GW&K Investment Management, LLC | 96 | $5.00K | 0.00% | +96 | New |
| AdvisorNet Financial, Inc | 102 | $5.35K | 0.00% | −7−6.4% | Reduced |
| Washington Trust Co | 107 | $5.61K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 108 | $5.66K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 109 | $5.71K | 0.00% | −10−8.4% | Reduced |
| Bell Investment Advisors, Inc | 109 | $5.71K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 111 | $5.82K | 0.00% | −39−26.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 114 | $5.98K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 117 | $6.13K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 121 | $6.34K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 122 | $6.39K | 0.00% | +17+16.2% | Added |
| City Holding Co | 132 | $6.92K | 0.00% | +132 | New |
| Manchester Capital Management LLC | 135 | $7.08K | 0.00% | +4+3.1% | Added |
| Rialto Wealth Management, LLC | 136 | $7.13K | 0.00% | +46+51.1% | Added |
| Valley National Advisers Inc | 160 | $8.00K | 0.00% | −50−23.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 166 | $8.70K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 167 | $8.76K | 0.00% | +60+56.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 170 | $9.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 174 | $9.12K | 0.00% | +169+3,380.0% | Added |
| General Partner, Inc. | 184 | $9.64K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 185 | $9.70K | 0.00% | +185 | New |
| Atlantic Trust, LLC | 186 | $9.75K | 0.00% | +186 | New |