| Roble, Belko & Company, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 1 | $15 | 0.00% | −99−99.0% | Reduced |
| Crewe Advisors LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2 | $30 | 0.00% | +2 | New |
| Innovative Asset Advisors Group, LLC | 2 | $30 | 0.00% | +2 | New |
| Davis Capital Management | 3 | $45 | 0.00% | +3 | New |
| Measured Wealth Private Client Group, LLC | 4 | $60 | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 5 | $75 | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 5 | $76 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 5 | $76 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 6 | $90 | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 6 | $91 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 9 | $135 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $151 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10 | $151 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 10 | $154 | 0.00% | +10 | New |
| Private Trust Co NA | 11 | $166 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 11 | $166 | 0.00% | +11 | New |
| Battery Global Advisors, LLC | 13 | $196 | 0.00% | −1,309−99.0% | Reduced |
| Asset Planning,Inc | 15 | $226 | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 15 | $226 | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 17 | $253 | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 17 | $256 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 18 | $271 | 0.00% | +18 | New |
| Dunhill Financial, LLC | 18 | $272 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 19 | $286 | 0.00% | −1−5.0% | Reduced |
| Key Financial Inc | 20 | $301 | 0.00% | 00.0% | Unchanged |
| Capital & Planning, LLC | 20 | $301 | 0.00% | +20 | New |
| Kilter Group LLC | 21 | $317 | 0.00% | +6+40.0% | Added |
| Cranbrook Wealth Management, LLC | 25 | $379 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 26 | $391 | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 30 | $452 | 0.00% | +30 | New |
| LRI Investments, LLC | 30 | $452 | 0.00% | +30 | New |
| TopTier Wealth Management, LLC | 33 | $497 | 0.00% | +33 | New |
| Wall Street Access Asset Management, LLC | 39 | $536 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 36 | $542 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 36 | $542 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 37 | $557 | 0.00% | −576−94.0% | Reduced |
| Cheviot Value Management, LLC | 38 | $572 | 0.00% | +24+171.4% | Added |
| HFM Investment Advisors, LLC | 39 | $587 | 0.00% | +3+8.3% | Added |
| DT Investment Partners, LLC | 40 | $602 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 40 | $602 | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 40 | $602 | 0.00% | +20+100.0% | Added |
| PlanVest Financial, Inc | 42 | $632 | 0.00% | +42 | New |
| Rocky Mountain Advisers, LLC | 44 | $662 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 46 | $692 | 0.00% | +2+4.5% | Added |
| 1015 Capital Partners, LLC | 47 | $707 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 47 | $708 | 0.00% | +47 | New |
| Bare Financial Services, Inc | 48 | $722 | 0.00% | −19−28.4% | Reduced |
| Hilton Head Capital Partners, LLC | 50 | $752 | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 50 | $752 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 50 | $753 | 0.00% | −8−13.8% | Reduced |
| Indiana Trust & Investment Management CO | 50 | $753 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 50 | $753 | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 50 | $753 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $753 | 0.00% | +50 | New |
| Bradley & Co. Private Wealth Management, LLC | 51 | $768 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 54 | $813 | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 55 | $828 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 55 | $828 | 0.00% | +15+37.5% | Added |
| Blue Bell Private Wealth Management, LLC | 61 | $918 | 0.00% | 00.0% | Unchanged |
| Trust Co | 65 | $978 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 65 | $978 | 0.00% | +31+91.2% | Added |
| Strategic Advocates LLC | 65 | $978 | 0.00% | +65 | New |
| Capital Advisors, Ltd. LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 69 | $1.04K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 69 | $1.04K | 0.00% | +7+11.3% | Added |
| Raffa Wealth Management, LLC | 73 | $1.10K | 0.00% | +9+14.1% | Added |
| DecisionPoint Financial, LLC | 75 | $1.13K | 0.00% | +75 | New |
| Bay Harbor Wealth Management, LLC | 76 | $1.14K | 0.00% | +16+26.7% | Added |
| Strategic Investment Solutions, Inc. | 77 | $1.16K | 0.00% | −10,477−99.3% | Reduced |
| Robinswood Financial LLC | 79 | $1.19K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 80 | $1.20K | 0.00% | +80 | New |
| MPWM Advisory Solutions, LLC | 80 | $1.21K | 0.00% | −9−10.1% | Reduced |
| CrossGen Wealth, LLC | 83 | $1.25K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 100 | $1.50K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.50K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $1.50K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 100 | $1.50K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $1.50K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 100 | $1.50K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 100 | $1.50K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $1.50K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 100 | $1.50K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $1.50K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 100 | $1.50K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 100 | $1.50K | 0.00% | +100 | New |
| Synergy Investment Management, LLC | 100 | $1.50K | 0.00% | +100 | New |
| Fortis Group Advisors, LLC | 104 | $1.56K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 104 | $1.56K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 107 | $1.61K | 0.00% | +33+44.6% | Added |
| IMA Wealth, Inc. | 108 | $1.63K | 0.00% | −4−3.6% | Reduced |
| Johnson Financial Group, Inc. | 108 | $1.63K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 110 | $1.66K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 110 | $1.66K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 113 | $1.73K | 0.00% | +113 | New |
| Stone House Investment Management, LLC | 115 | $1.73K | 0.00% | +69+150.0% | Added |
| Ritter Daniher Financial Advisory LLC | 120 | $1.81K | 0.00% | −500−80.6% | Reduced |
| Kingdom Financial Group LLC. | 120 | $1.81K | 0.00% | 00.0% | Unchanged |