| Dogwood Wealth Management LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Y.D. More Investments Ltd | 132 | $40 | 0.00% | +12+10.0% | Added |
| Country Trust Bank | 2 | $253 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2 | $253 | 0.00% | +2 | New |
| POM Investment Strategies, LLC | 3 | $379 | 0.00% | +3 | New |
| Quest Partners LLC | 4 | $505 | 0.00% | +4 | New |
| Estabrook Capital Management | 5 | $631 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 5 | $632 | 0.00% | +5 | New |
| WealthCollab, LLC | 6 | $758 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $758 | 0.00% | +6 | New |
| 1620 Investment Advisors, Inc. | 7 | $913 | 0.00% | +7 | New |
| Roble, Belko & Company, Inc | 4 | $1.00K | 0.00% | +4 | New |
| Voisard Asset Management Group, Inc. | 8 | $1.01K | 0.00% | +8 | New |
| Proffitt & Goodson Inc | 9 | $1.14K | 0.00% | +9 | New |
| Riggs Asset Managment Co. Inc. | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 13 | $1.64K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 13 | $1.64K | 0.00% | +13 | New |
| ESL Trust Services, LLC | 14 | $1.77K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 14 | $1.77K | 0.00% | +14 | New |
| ClariVest Asset Management LLC | 17 | $1.90K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 16 | $2.02K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 16 | $2.02K | 0.00% | +13+433.3% | Added |
| Cherry Tree Wealth Management, LLC | 16 | $2.02K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 20 | $2.53K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 20 | $2.53K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 21 | $2.65K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 22 | $2.78K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 24 | $3.03K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 24 | $3.03K | 0.00% | +24 | New |
| TruNorth Capital Management, LLC | 25 | $3.16K | 0.00% | +25 | New |
| Financial Perspectives, Inc | 26 | $3.25K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 27 | $3.41K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 27 | $3.41K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 27 | $3.46K | 0.00% | +27 | New |
| Bellevue Asset Management, LLC | 27 | $3.51K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 30 | $3.79K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 30 | $3.81K | 0.00% | +30 | New |
| Activest Wealth Management | 32 | $4.10K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 38 | $4.24K | 0.00% | −181−82.6% | Reduced |
| Anchor Investment Management, LLC | 35 | $4.42K | 0.00% | −89−71.8% | Reduced |
| SWAN Capital LLC | 36 | $4.48K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 37 | $4.67K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 38 | $4.80K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 46 | $5.00K | 0.00% | −195−80.9% | Reduced |
| Horizon Bancorp Inc | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 45 | $5.68K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 45 | $5.68K | 0.00% | +45 | New |
| Adirondack Trust Co | 47 | $5.93K | 0.00% | −11−19.0% | Reduced |
| United Community Bank | 48 | $6.06K | 0.00% | −1,480−96.9% | Reduced |
| FSA Wealth Management LLC | 48 | $6.06K | 0.00% | +48 | New |
| Stephens Consulting, LLC | 50 | $6.31K | 0.00% | −26−34.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 50 | $6.31K | 0.00% | +50 | New |
| M&R Capital Management Inc | 51 | $6.44K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 51 | $6.49K | 0.00% | +49+2,450.0% | Added |
| Salomon & Ludwin, LLC | 52 | $6.57K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 53 | $6.69K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 53 | $6.69K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 58 | $6.98K | 0.00% | +58 | New |
| Annapolis Financial Services, LLC | 56 | $7.07K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 56 | $7.11K | 0.01% | +44+366.7% | Added |
| Gs Investments, Inc. | 59 | $7.45K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 61 | $7.70K | 0.00% | +61 | New |
| Atlantic Trust, LLC | 62 | $7.83K | 0.00% | +15+31.9% | Added |
| Redmont Wealth Advisors LLC | 63 | $7.96K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 61 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 69 | $8.71K | 0.00% | −78−53.1% | Reduced |
| Trifecta Capital Advisors, LLC | 70 | $8.84K | 0.00% | −1−1.4% | Reduced |
| Godsey & Gibb Associates | 71 | $8.97K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 74 | $9.35K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 74 | $9.35K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 75 | $9.47K | 0.00% | −26−25.7% | Reduced |
| PSI Advisors, LLC | 75 | $9.47K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 75 | $9.47K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 77 | $9.72K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 78 | $9.85K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 80 | $10.1K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 81 | $10.2K | 0.00% | −198−71.0% | Reduced |
| Pittenger & Anderson Inc | 81 | $10.2K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 82 | $10.4K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 82 | $10.4K | 0.00% | +20+32.3% | Added |
| Highline Wealth Partners LLC | 83 | $10.5K | 0.00% | +14+20.3% | Added |
| Legacy Investment Solutions, LLC | 95 | $11.1K | 0.01% | +95 | New |
| Legacy Wealth Managment, LLC | 95 | $11.1K | 0.01% | +95 | New |
| Financial Gravity Companies, Inc. | 90 | $11.4K | 0.00% | +90 | New |
| CoreFirst Bank & Trust | 92 | $11.6K | 0.01% | +92 | New |
| Northwest Capital Management Inc | 93 | $11.7K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 95 | $12.0K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 96 | $12.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $12.6K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $12.6K | 0.01% | +2+2.0% | Added |
| Ridgewood Investments LLC | 100 | $12.6K | 0.01% | +100 | New |
| Morse Asset Management, Inc | 100 | $12.6K | 0.00% | +100 | New |
| Creative Financial Designs Inc | 103 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 107 | $13.5K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 109 | $13.8K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 110 | $13.9K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 120 | $15.2K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 120 | $15.2K | 0.00% | +1+0.8% | Added |
| Versant Capital Management, Inc | 126 | $15.9K | 0.00% | +100+384.6% | Added |
| DiNuzzo Private Wealth, Inc. | 130 | $16.4K | 0.00% | 00.0% | Unchanged |