| First PREMIER Bank | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 23,671 | $70 | 0.00% | +23,671 | New |
| SOA Wealth Advisors, LLC. | 1 | $355 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 2 | $676 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $1.04K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 3 | $1.04K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 3 | $1.04K | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.04K | 0.00% | +3 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 7 | $2.43K | 0.00% | +7 | New |
| VisionPoint Advisory Group, LLC | 8 | $2.78K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 8 | $2.78K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 9 | $3.13K | 0.00% | −138−93.9% | Reduced |
| North Star Investment Management Corp. | 9 | $3.13K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 9 | $3.13K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $3.13K | 0.00% | +4+80.0% | Added |
| Operose Advisors LLC | 10 | $3.47K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 10 | $3.47K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $3.50K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 12 | $4.00K | 0.00% | −6−33.3% | Reduced |
| Winch Advisory Services, LLC | 12 | $4.25K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 14 | $4.86K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 15 | $5.21K | 0.00% | −8−34.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 15 | $5.21K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 15 | $5.21K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 16 | $5.56K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $5.56K | 0.00% | +1+6.7% | Added |
| REAP Financial Group, LLC | 17 | $5.93K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 18 | $6.09K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 18 | $6.25K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 18 | $6.25K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $6.47K | 0.00% | +3+18.8% | Added |
| Brown, Lisle/Cummings, Inc. | 21 | $7.29K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 21 | $7.29K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 22 | $7.64K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 22 | $7.66K | 0.00% | +1+4.8% | Added |
| First Financial Corp | 24 | $8.34K | 0.00% | −149−86.1% | Reduced |
| Hoese & Co LLP | 26 | $8.63K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 27 | $9.00K | 0.00% | +27 | New |
| Cherry Tree Wealth Management, LLC | 26 | $9.03K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 26 | $9.03K | 0.01% | +8+44.4% | Added |
| Robinswood Financial LLC | 27 | $9.13K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 28 | $9.72K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 28 | $9.73K | 0.00% | +28 | New |
| Avion Wealth | 27 | $10.0K | 0.00% | +4+17.4% | Added |
| Providence Capital Advisors, LLC | 30 | $10.4K | 0.00% | −75−71.4% | Reduced |
| Cedar Wealth Management, LLC | 30 | $10.4K | 0.00% | +30 | New |
| VitalStone Financial, LLC | 33 | $11.0K | 0.01% | +33 | New |
| Carolina Wealth Advisors, LLC | 33 | $11.5K | 0.01% | 00.0% | Unchanged |
| American National Bank | 34 | $11.8K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 34 | $11.8K | 0.01% | −3−8.1% | Reduced |
| GHP Investment Advisors, Inc. | 34 | $11.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 36 | $12.5K | 0.00% | −8−18.2% | Reduced |
| Essex Investment Management Co LLC | 36 | $12.5K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 36 | $12.5K | 0.00% | +36 | New |
| Hillsdale Investment Management Inc. | 37 | $12.8K | 0.00% | +37 | New |
| Atticus Wealth Management, LLC | 38 | $13.2K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 39 | $13.5K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 39 | $13.5K | 0.00% | +24+160.0% | Added |
| Tortoise Investment Management, LLC | 40 | $13.9K | 0.00% | −1−2.4% | Reduced |
| Semmax Financial Advisors Inc. | 44 | $13.9K | 0.00% | +34+340.0% | Added |
| Valley National Advisers Inc | 42 | $14.0K | 0.00% | +4+10.5% | Added |
| Sachetta, LLC | 46 | $14.3K | 0.01% | 00.0% | Unchanged |
| City State Bank | 42 | $15.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 44 | $15.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 45 | $15.6K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 45 | $15.6K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $16.0K | 0.00% | +25+119.0% | Added |
| Ruedi Wealth Management, Inc. | 49 | $17.1K | 0.01% | −45−47.9% | Reduced |
| Piscataqua Savings Bank | 50 | $17.4K | 0.02% | +50 | New |
| Cambridge Trust Co | 50 | $17.4K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 50 | $17.4K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 51 | $17.7K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 52 | $18.1K | 0.01% | +8+18.2% | Added |
| Center for Financial Planning, Inc. | 54 | $18.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 54 | $18.8K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 57 | $19.8K | 0.00% | −26−31.3% | Reduced |
| Dynamic Wealth Strategies, LLC | 57 | $20.0K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 58 | $20.1K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 60 | $20.8K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 60 | $20.9K | 0.01% | +40+200.0% | Added |
| Compass Wealth Management LLC | 63 | $21.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 63 | $21.9K | 0.00% | +4+6.8% | Added |
| Abound Wealth Management | 65 | $22.7K | 0.01% | −30−31.6% | Reduced |
| Mma Asset Management LLC | 67 | $23.2K | 0.01% | +67 | New |
| Grayhawk Investment Strategies Inc. | 69 | $24.0K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 70 | $24.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 70 | $24.3K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 71 | $24.7K | 0.01% | +20+39.2% | Added |
| Motco | 72 | $25.0K | 0.00% | −2−2.7% | Reduced |
| NVWM, LLC | 73 | $25.4K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 75 | $26.1K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 78 | $27.1K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 79 | $27.4K | 0.00% | +79 | New |
| Aspect Partners, LLC | 80 | $27.8K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 84 | $29.0K | 0.00% | −2−2.3% | Reduced |
| FSA Wealth Management LLC | 84 | $29.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 84 | $29.2K | 0.01% | −87−50.9% | Reduced |
