| Concord Wealth Partners | 3 | $0 | 0.00% | −120−97.6% | Reduced |
| Massmutual Trust Co FSB | 4 | $0 | 0.00% | −26−86.7% | Reduced |
| Center for Financial Planning, Inc. | 1 | $0 | 0.00% | −33−97.1% | Reduced |
| Cribstone Capital Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 26 | $0 | 0.00% | +26 | New |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | +1 | New |
| Financial Perspectives, Inc | 2 | $240 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $479 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 8 | $1.00K | 0.00% | −4−33.3% | Reduced |
| Security National Trust Co | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 361 | $1.00K | 0.00% | +358+11,933.3% | Added |
| Bellwether Advisors, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Archer Investment Corp | 9 | $1.08K | 0.00% | −3,891−99.8% | Reduced |
| Tucker Asset Management LLC | 9 | $1.11K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 21 | $2.52K | 0.00% | +21 | New |
| Tradewinds Capital Management, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $3.00K | 0.00% | −7−21.9% | Reduced |
| Lenox Wealth Advisors, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 26 | $3.00K | 0.00% | +16+160.0% | Added |
| Guidance Point Advisors, LLC | 27 | $3.00K | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 26 | $3.12K | 0.00% | −1−3.7% | Reduced |
| Brewin Dolphin Ltd | 29 | $3.48K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $4.00K | 0.00% | +14+73.7% | Added |
| Kowal Investment Group, LLC | 29 | $4.00K | 0.00% | +29 | New |
| Earnest Partners LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 45 | $5.40K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 54 | $6.00K | 0.00% | +54 | New |
| Farmers & Merchants Investments Inc | 59 | $7.00K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 57 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 61 | $7.00K | 0.00% | +44+258.8% | Added |
| TD Ameritrade Investment Management, LLC | 59 | $7.00K | 0.00% | +59 | New |
| JFS Wealth Advisors, LLC | 66 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 64 | $8.00K | 0.00% | +12+23.1% | Added |
| Prestige Wealth Management Group LLC | 74 | $9.00K | 0.00% | +2+2.8% | Added |
| Carolinas Wealth Consulting LLC | 73 | $9.00K | 0.00% | +1+1.4% | Added |
| Prentice Wealth Management LLC | 75 | $9.00K | 0.00% | +35+87.5% | Added |
| Loomis Sayles & Co L P | 79 | $9.00K | 0.00% | +79 | New |
| Bell Investment Advisors, Inc | 74 | $9.00K | 0.00% | +74 | New |
| Atwood & Palmer Inc | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 82 | $10.0K | 0.00% | +7+9.3% | Added |
| RWM Asset Management, LLC | 81 | $10.0K | 0.00% | +81 | New |
| Peregrine Capital Management LLC | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 94 | $11.0K | 0.00% | +70+291.7% | Added |
| Tortoise Investment Management, LLC | 102 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 102 | $12.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 96 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 105 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 110 | $13.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 109 | $13.0K | 0.00% | +109 | New |
| Glen Eagle Advisors, LLC | 115 | $13.9K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 114 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 114 | $14.0K | 0.00% | +19+20.0% | Added |
| Baldwin Brothers Inc | 124 | $15.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 121 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 125 | $15.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 125 | $15.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 158 | $19.0K | 0.00% | −6−3.7% | Reduced |
| TCI Wealth Advisors, Inc. | 160 | $19.0K | 0.00% | +42+35.6% | Added |
| Sargent Bickham Lagudis LLC | 168 | $20.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 163 | $20.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 165 | $20.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 164 | $20.0K | 0.00% | +75+84.3% | Added |
| Newbridge Financial Services Group, Inc. | 172 | $21.0K | 0.01% | +59+52.2% | Added |
| Glassman Wealth Services | 186 | $22.0K | 0.00% | +2+1.1% | Added |
| Capital Advisors, Ltd. LLC | 181 | $22.0K | 0.00% | +156+624.0% | Added |
| Herold Advisors, Inc. | 200 | $24.0K | 0.01% | +200 | New |