| Bellwether Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1 | $0 | 0.00% | +1 | New |
| Pittenger & Anderson Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 18 | $1.00K | 0.00% | −6−25.0% | Reduced |
| HighMark Wealth Management LLC | 12 | $1.00K | 0.00% | −8−40.0% | Reduced |
| Disciplined Investments, LLC | 11 | $1.00K | 0.00% | +2+22.2% | Added |
| Schubert & Co | 20 | $1.00K | 0.00% | +10+100.0% | Added |
| First Financial Corp | 17 | $1.00K | 0.00% | +17 | New |
| American National Bank | 18 | $1.00K | 0.00% | +18 | New |
| Horrell Capital Management, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| CFS Investment Advisory Services, LLC | 33,819 | $1.00K | 0.00% | +33,819 | New |
| SJS Investment Consulting Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Sutton Wealth Advisors Inc. | 22 | $1.31K | 0.00% | +1+4.8% | Added |
| Blue Bell Private Wealth Management, LLC | 28 | $2.00K | 0.00% | −60−68.2% | Reduced |
| Duncker Streett & Co Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 40 | $2.00K | 0.00% | +20+100.0% | Added |
| Capital Analysts, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39 | $2.00K | 0.00% | +39 | New |
| Hexagon Capital Partners LLC | 31 | $2.00K | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 50 | $2.99K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 48 | $3.00K | 0.00% | +18+60.0% | Added |
| Hallmark Capital Management Inc | 50 | $3.00K | 0.00% | +20+66.7% | Added |
| Cullen/Frost Bankers, Inc. | 46 | $3.00K | 0.00% | +46 | New |
| Marquette Asset Management, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Beaird Harris Wealth Management, LLC | 55 | $3.00K | 0.00% | +55 | New |
| Gradient Investments LLC | 75 | $4.00K | 0.00% | −25−25.0% | Reduced |
| Private Trust Co NA | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 69 | $4.00K | 0.00% | +25+56.8% | Added |
| Davidson Capital Management Inc. | 62 | $4.00K | 0.00% | +25+67.6% | Added |
| Paragon Wealth Strategies, LLC | 60 | $4.00K | 0.00% | +60 | New |
| Beacon Capital Management, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 80 | $5.00K | 0.00% | +80 | New |
| WFA Asset Management Corp | 100 | $5.97K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $5.97K | 0.00% | +100 | New |
| Migdal Insurance & Financial Holdings Ltd. | 101 | $6.00K | 0.00% | −14−12.2% | Reduced |
| TSFG, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 106 | $6.00K | 0.00% | +106 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 141 | $8.00K | 0.00% | +56+65.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 142 | $8.00K | 0.01% | +69+94.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 135 | $8.00K | 0.00% | +135 | New |
| Salem Investment Counselors Inc | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 151 | $9.00K | 0.00% | +151 | New |
| Jones Financial Companies LLLP | 160 | $10.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 160 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 170 | $10.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 172 | $10.0K | 0.00% | +172 | New |
| Financial Perspectives, Inc | 174 | $10.4K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 256 | $11.0K | 0.00% | −21−7.6% | Reduced |
| Ameritas Investment Partners, Inc. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 180 | $11.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 180 | $11.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 204 | $12.0K | 0.00% | +24+13.3% | Added |
| Pinnacle Bancorp, Inc. | 221 | $13.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 228 | $14.0K | 0.00% | +48+26.7% | Added |
| Plante Moran Financial Advisors, LLC | 250 | $15.0K | 0.00% | −30−10.7% | Reduced |
| Financial Management Professionals, Inc. | 244 | $15.0K | 0.00% | −50−17.0% | Reduced |
| Core Alternative Capital | 268 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 262 | $16.0K | 0.00% | +147+127.8% | Added |
| Smithfield Trust Co | 323 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 280 | $17.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 300 | $18.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 293 | $18.0K | 0.00% | +40+15.8% | Added |
| TD Capital Management LLC | 300 | $18.0K | 0.00% | +300 | New |
| Riverview Trust Co | 307 | $18.0K | 0.02% | +307 | New |
| EdgeRock Capital LLC | 300 | $18.0K | 0.01% | +300 | New |
| Financial Synergies Wealth Advisors, Inc. | 311 | $18.6K | 0.00% | +200+180.2% | Added |
| TFC Financial Management | 330 | $20.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 360 | $22.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 370 | $22.0K | 0.01% | +370 | New |
| Clearstead Advisors, LLC | 389 | $23.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 380 | $23.0K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 392 | $23.0K | 0.01% | +392 | New |
| Tilia Fiduciary Partners, Inc. | 450 | $24.0K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 425 | $25.0K | 0.00% | +5+1.2% | Added |
| First PREMIER Bank | 430 | $26.0K | 0.01% | +430 | New |
| TD Private Client Wealth LLC | 442 | $26.4K | 0.00% | +106+31.5% | Added |
| Industrial Alliance Investment Management Inc. | 480 | $29.0K | 0.00% | −570−54.3% | Reduced |
| Strengthening Families & Communities, LLC | 500 | $29.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 479 | $29.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 500 | $30.0K | 0.00% | +485+3,233.3% | Added |
| MUFG Americas Holdings Corp | 500 | $30.0K | 0.00% | +500 | New |
| JFS Wealth Advisors, LLC | 523 | $31.0K | 0.00% | +48+10.1% | Added |
| Hudock, Inc. | 545 | $32.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 539 | $32.0K | 0.01% | +118+28.0% | Added |
| Activest Wealth Management | 554 | $33.0K | 0.01% | +308+125.2% | Added |
| BerganKDV Wealth Management, LLC | 565 | $34.0K | 0.00% | +12+2.2% | Added |
| BDO Wealth Advisors, LLC | 567 | $34.0K | 0.00% | +405+250.0% | Added |
| Ci Investments Inc. | 585 | $35.0K | 0.00% | +532+1,003.8% | Added |