| McClarren Financial Advisors, Inc. | 26 | $26 | 0.02% | −974−97.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 7 | $186 | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 10 | $266 | 0.00% | +10 | New |
| Horizon Investments, LLC | 16 | $425 | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 16 | $425 | 0.00% | +16 | New |
| Vista Private Wealth Partners. LLC | 18 | $479 | 0.00% | +18 | New |
| Perritt Capital Management Inc | 20 | $531 | 0.00% | +20 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 20 | $532 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 30 | $797 | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 39 | $1.04K | 0.00% | −2−4.9% | Reduced |
| Rise Advisors, LLC | 50 | $1.33K | 0.00% | −150−75.0% | Reduced |
| Cypress Capital Management LLC (WY) | 50 | $1.33K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 60 | $1.59K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 80 | $2.13K | 0.00% | −13,339−99.4% | Reduced |
| CNB Bank | 85 | $2.26K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 90 | $2.39K | 0.00% | +90 | New |
| AllSquare Wealth Management LLC | 95 | $2.52K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 99 | $2.63K | 0.00% | +99 | New |
| Robinswood Financial LLC | 100 | $2.66K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 100 | $2.66K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $2.66K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 100 | $2.66K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $2.66K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 110 | $2.92K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 140 | $3.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 116 | $3.08K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 117 | $3.11K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 120 | $3.19K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 133 | $3.53K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $3.99K | 0.00% | −100−40.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 155 | $4.00K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 155 | $4.12K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 160 | $4.23K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 160 | $4.25K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 166 | $4.41K | 0.00% | +166 | New |
| Cedar Mountain Advisors, LLC | 170 | $4.52K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 200 | $5.31K | 0.00% | −15,000−98.7% | Reduced |
| Hexagon Capital Partners LLC | 200 | $5.31K | 0.00% | −300−60.0% | Reduced |
| BNP Paribas | 200 | $5.31K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $5.31K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 200 | $5.31K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 200 | $5.37K | 0.00% | −9,647−98.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 229 | $6.08K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 235 | $6.24K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 267 | $7.00K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 275 | $7.31K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 290 | $7.70K | 0.01% | −145−33.3% | Reduced |
| Bullock Wealth Management Group | 290 | $7.79K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 295 | $7.84K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 300 | $7.97K | 0.00% | +300 | New |
| Kessler Investment Group, LLC | 312 | $8.29K | 0.00% | −1,270−80.3% | Reduced |
| Delta Asset Management LLC | 330 | $8.77K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 330 | $8.77K | 0.00% | +330 | New |
| MCF Advisors LLC | 392 | $10.4K | 0.00% | −73−15.7% | Reduced |
| Opal Wealth Advisors, LLC | 395 | $10.5K | 0.00% | +395 | New |
| Westside Investment Management, Inc. | 400 | $10.6K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 400 | $10.6K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 440 | $11.0K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 390 | $11.2K | 0.01% | +390 | New |
| Salem Investment Counselors Inc | 420 | $11.2K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 428 | $11.4K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 436 | $11.6K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 440 | $11.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 450 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 463 | $12.3K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 481 | $12.8K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 500 | $13.3K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 500 | $13.3K | 0.01% | 00.0% | Unchanged |
| Aviso Financial Inc. | 500 | $13.3K | 0.00% | +500 | New |
| Naples Money Management LLC | 500 | $13.4K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 516 | $13.7K | 0.00% | −1,450−73.8% | Reduced |
| Atlantic Trust, LLC | 522 | $13.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 551 | $14.6K | 0.00% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 657 | $14.9K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 568 | $15.1K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 580 | $15.4K | 0.00% | +68+13.3% | Added |
| HWG Holdings LP | 588 | $15.6K | 0.01% | +588 | New |
| American Capital Advisory, LLC | 727 | $15.8K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 600 | $15.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 600 | $15.9K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 600 | $16.1K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 629 | $16.7K | 0.01% | −2,721−81.2% | Reduced |
| LRI Investments, LLC | 638 | $17.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 647 | $17.2K | 0.00% | −311−32.5% | Reduced |
| Indiana Trust & Investment Management CO | 670 | $17.8K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 700 | $19.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 750 | $19.9K | 0.01% | −406−35.1% | Reduced |
| Hilltop National Bank | 750 | $19.9K | 0.01% | −160−17.6% | Reduced |
| General Partner, Inc. | 750 | $19.9K | 0.01% | 00.0% | Unchanged |
| Lynx Investment Advisory | 750 | $19.9K | 0.01% | +750 | New |
| Essex Investment Management Co LLC | 771 | $20.5K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 800 | $21.3K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 800 | $21.3K | 0.00% | 00.0% | Unchanged |
| Ironwood Wealth Management, Inc. | 750 | $21.5K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 833 | $22.1K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 852 | $22.6K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 854 | $22.7K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 875 | $23.2K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 886 | $23.5K | 0.01% | −750−45.8% | Reduced |
| First United Bank Trust | 915 | $24.3K | 0.01% | 00.0% | Unchanged |