| New Millennium Group LLC | 1 | $53 | 0.00% | −87−98.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 2 | $75 | 0.00% | −4−66.7% | Reduced |
| ZRC Wealth Management, LLC | 5 | $268 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8 | $413 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $475 | 0.00% | +4+80.0% | Added |
| CBIZ Investment Advisory Services, LLC | 9 | $475 | 0.00% | +9 | New |
| Aspect Partners, LLC | 10 | $528 | 0.00% | −135−93.1% | Reduced |
| WestEnd Advisors, LLC | 10 | $528 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 10 | $528 | 0.00% | +10 | New |
| Quaker Wealth Management, LLC | 10 | $528 | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 10 | $528 | 0.00% | +10 | New |
| Essential Partners LLC | 10 | $528 | 0.00% | +10 | New |
| DecisionPoint Financial, LLC | 10 | $541 | 0.00% | +10 | New |
| Cape Investment Advisory, Inc. | 11 | $580 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 11 | $581 | 0.00% | +11 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 13 | $687 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 15 | $792 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 15 | $792 | 0.00% | +15 | New |
| Highline Wealth Partners LLC | 15 | $800 | 0.00% | −24−61.5% | Reduced |
| HFM Investment Advisors, LLC | 17 | $897 | 0.00% | +8+88.9% | Added |
| Rialto Wealth Management, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Parkworth Wealth Management, Inc. | 20 | $1.05K | 0.00% | +5+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 21 | $1.11K | 0.00% | +5+31.3% | Added |
| Atlantic Trust, LLC | 21 | $1.11K | 0.00% | +21 | New |
| Hughes Financial Services, LLC | 20 | $1.21K | 0.00% | −35−63.6% | Reduced |
| Garde Capital, Inc. | 25 | $1.32K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $1.32K | 0.00% | +25 | New |
| Principia Wealth Advisory, LLC | 26 | $1.37K | 0.00% | +11+73.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 30 | $1.58K | 0.00% | −109−78.4% | Reduced |
| Logan Capital Management Inc | 33 | $1.74K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 34 | $1.79K | 0.00% | +34 | New |
| WPG Advisers, LLC | 35 | $1.85K | 0.00% | −100−74.1% | Reduced |
| High Note Wealth, LLC | 35 | $1.85K | 0.00% | −38−52.1% | Reduced |
| WealthTrak Capital Management LLC | 35 | $1.85K | 0.00% | +5+16.7% | Added |
| Penserra Capital Management LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 40 | $2.21K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 42 | $2.22K | 0.00% | +42 | New |
| Quest Partners LLC | 43 | $2.27K | 0.00% | +43 | New |
| True Wealth Design, LLC | 49 | $2.59K | 0.00% | −62−55.9% | Reduced |
| Hallmark Capital Management Inc | 50 | $2.64K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 50 | $2.64K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 50 | $2.64K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 50 | $2.64K | 0.01% | +50 | New |
| VSM Wealth Advisory, LLC | 51 | $2.67K | 0.00% | +1+2.0% | Added |
| Hoey Investments, Inc | 51 | $2.69K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 54 | $2.85K | 0.00% | −185−77.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 55 | $2.88K | 0.00% | −74−57.4% | Reduced |
| Capital Analysts, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 57 | $3.09K | 0.00% | +47+470.0% | Added |
| Whipplewood Advisors, LLC | 61 | $3.22K | 0.00% | −71−53.8% | Reduced |
| Bare Financial Services, Inc | 61 | $3.22K | 0.00% | +52+577.8% | Added |
| Activest Wealth Management | 62 | $3.27K | 0.00% | +8+14.8% | Added |
| Abound Wealth Management | 68 | $3.59K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 70 | $3.69K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 70 | $3.69K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 75 | $3.96K | 0.00% | −3−3.8% | Reduced |
| Millstone Evans Group, LLC | 75 | $3.96K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 80 | $4.22K | 0.00% | +80 | New |
| JNBA Financial Advisors | 80 | $4.22K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 85 | $4.49K | 0.00% | +85 | New |
| Painted Porch Advisors LLC | 105 | $5.54K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 100 | $5.68K | 0.00% | +63+170.3% | Added |
| Key Financial Inc | 110 | $5.80K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 115 | $6.07K | 0.00% | +115 | New |
| Country Trust Bank | 115 | $6.07K | 0.00% | +115 | New |
| Valued Wealth Advisors LLC | 122 | $6.44K | 0.00% | −57−31.8% | Reduced |
| CNB Bank | 125 | $6.60K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 130 | $6.86K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 131 | $6.91K | 0.00% | −29−18.1% | Reduced |
| Wealth Preservation Advisors, LLC | 134 | $7.07K | 0.00% | −28−17.3% | Reduced |
| Park Place Capital Corp | 134 | $7.25K | 0.00% | −31−18.8% | Reduced |
| Cornerstone Planning Group LLC | 123 | $7.35K | 0.00% | +31+33.7% | Added |
| Concord Wealth Partners | 140 | $7.39K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 141 | $7.44K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 154 | $8.13K | 0.00% | −52−25.2% | Reduced |
| American National Bank | 165 | $8.71K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 165 | $8.71K | 0.00% | +90+120.0% | Added |
| Prestige Wealth Management Group LLC | 165 | $8.71K | 0.00% | −125−43.1% | Reduced |
| Luminist Capital LLC | 170 | $9.22K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 175 | $9.23K | 0.00% | −500−74.1% | Reduced |
| Crews Bank & Trust | 175 | $9.23K | 0.00% | −100−36.4% | Reduced |
| ORG Wealth Partners, LLC | 175 | $9.47K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 199 | $10.3K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 221 | $11.0K | 0.00% | −2−0.9% | Reduced |
| Main Street Group, LTD | 211 | $11.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 225 | $11.9K | 0.00% | −200−47.1% | Reduced |
| Solstein Capital, LLC | 225 | $11.9K | 0.01% | +225 | New |
| Dunhill Financial, LLC | 231 | $12.2K | 0.00% | −84−26.7% | Reduced |
| MV Capital Management, Inc. | 241 | $12.7K | 0.00% | −8−3.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 225 | $12.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 250 | $13.2K | 0.01% | −75−23.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 250 | $13.2K | 0.01% | −15−5.7% | Reduced |
| Game Plan Financial Advisors, LLC | 250 | $13.2K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 224 | $13.3K | 0.00% | +224 | New |
| Morton Brown Family Wealth, LLC | 251 | $13.3K | 0.00% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 263 | $13.9K | 0.00% | −299,200−99.9% | Reduced |
| GW&K Investment Management, LLC | 272 | $14.0K | 0.00% | −207−43.2% | Reduced |
| Harvest Fund Management Co., Ltd | 260 | $14.0K | 0.00% | −1−0.4% | Reduced |