| Sageworth Trust Co | 6 | $0 | 0.00% | +6 | New |
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 45 | $56 | 0.00% | +45 | New |
| True Wealth Design, LLC | 2 | $90 | 0.00% | +2 | New |
| Clear Perspectives Financial Planning, LLC | 4 | $179 | 0.00% | +4 | New |
| Schubert & Co | 6 | $269 | 0.00% | −14−70.0% | Reduced |
| Baker Avenue Asset Management, LP | 9 | $403 | 0.00% | −6,253−99.9% | Reduced |
| Pittenger & Anderson Inc | 10 | $448 | 0.00% | −10−50.0% | Reduced |
| Disciplined Investments, LLC | 10 | $448 | 0.00% | −1−9.1% | Reduced |
| Bellwether Advisors, LLC | 10 | $448 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 17 | $761 | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 18 | $807 | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 19 | $852 | 0.00% | −41−68.3% | Reduced |
| SJS Investment Consulting Inc. | 19 | $852 | 0.00% | +4+26.7% | Added |
| Harbor Investment Advisory, LLC | 20 | $897 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 25 | $1.00K | 0.00% | +10+66.7% | Added |
| Centerpoint Advisors, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Sutton Wealth Advisors Inc. | 23 | $1.03K | 0.00% | +1+4.5% | Added |
| HighMark Wealth Management LLC | 24 | $1.08K | 0.00% | +12+100.0% | Added |
| Blue Bell Private Wealth Management, LLC | 28 | $1.25K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 29 | $1.30K | 0.00% | +29 | New |
| Hallmark Capital Management Inc | 30 | $1.34K | 0.00% | −20−40.0% | Reduced |
| Duncker Streett & Co Inc | 40 | $1.79K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 40 | $1.79K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 41 | $1.84K | 0.00% | +41 | New |
| Capital Advisors, Ltd. LLC | 55 | $2.00K | 0.00% | +16+41.0% | Added |
| Bessemer Group Inc | 47 | $2.00K | 0.00% | +47 | New |
| Dakota Community Bank & Trust NA | 55 | $2.00K | 0.01% | +55 | New |
| Davidson Capital Management Inc. | 48 | $2.15K | 0.00% | −14−22.6% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 48 | $2.15K | 0.00% | +48 | New |
| Raffa Wealth Management, LLC | 50 | $2.24K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $2.39K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 55 | $2.47K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 61 | $2.73K | 0.00% | −90−59.6% | Reduced |
| Bogart Wealth, LLC | 64 | $2.87K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 65 | $2.91K | 0.00% | +65 | New |
| Migdal Insurance & Financial Holdings Ltd. | 71 | $3.00K | 0.00% | −30−29.7% | Reduced |
| Private Trust Co NA | 60 | $3.00K | 0.00% | −3−4.8% | Reduced |
| Asset Dedication, LLC | 60 | $3.00K | 0.00% | −10−14.3% | Reduced |
| Ancora Advisors, LLC | 100 | $4.00K | 0.00% | −500−83.3% | Reduced |
| TSFG, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 83 | $4.00K | 0.00% | +83 | New |
| McElhenny Sheffield Capital Management, LLC | 92 | $4.12K | 0.00% | +92 | New |
| Brown, Lisle/Cummings, Inc. | 100 | $4.48K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 100 | $4.48K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 100 | $4.48K | 0.00% | +25+33.3% | Added |
| JFS Wealth Advisors, LLC | 109 | $4.89K | 0.00% | −414−79.2% | Reduced |
| Financial Perspectives, Inc | 124 | $5.56K | 0.00% | −50−28.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 125 | $5.60K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 127 | $5.69K | 0.00% | +127 | New |
| Householder Group Estate & Retirement Specialist, LLC | 135 | $6.00K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 138 | $6.00K | 0.00% | +138 | New |
| Romano Brothers and Company | 140 | $6.28K | 0.00% | +140 | New |
| Itau Unibanco Holding S.A. | 148 | $6.63K | 0.00% | +148 | New |
| Salem Investment Counselors Inc | 150 | $6.72K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 151 | $6.77K | 0.00% | +151 | New |
| Oliver Lagore Vanvalin Investment Group | 156 | $6.99K | 0.00% | +14+9.9% | Added |
| Webster Bank, N. A. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 159 | $7.13K | 0.01% | +159 | New |
| Coppell Advisory Solutions LLC | 160 | $7.17K | 0.00% | +160 | New |
| Coppell Advisory Solutions Corp. | 160 | $7.17K | 0.00% | +160 | New |
| Pacer Advisors, Inc. | 168 | $7.53K | 0.00% | +168 | New |
| Leelyn Smith, LLC | 179 | $8.03K | 0.00% | −1−0.6% | Reduced |
| Credit Agricole S A | 180 | $8.07K | 0.00% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 180 | $8.07K | 0.01% | +180 | New |
| Ameritas Investment Partners, Inc. | 200 | $8.97K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 200 | $8.97K | 0.01% | +200 | New |
| West Oak Capital, LLC | 200 | $9.00K | 0.00% | −200−50.0% | Reduced |
| Jones Financial Companies LLLP | 210 | $9.00K | 0.00% | +50+31.3% | Added |
| Tradewinds Capital Management, LLC | 215 | $9.64K | 0.00% | −285−57.0% | Reduced |
| Glassman Wealth Services | 217 | $9.73K | 0.00% | −11−4.8% | Reduced |
| Bell Investment Advisors, Inc | 221 | $9.91K | 0.00% | +17+8.3% | Added |
| Pinnacle Bancorp, Inc. | 221 | $10.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 221 | $10.0K | 0.00% | +221 | New |
| Glen Eagle Advisors, LLC | 240 | $10.8K | 0.00% | +40+20.0% | Added |
| Sugarloaf Wealth Management, LLC | 242 | $10.8K | 0.00% | −20−7.6% | Reduced |
| TD Private Client Wealth LLC | 243 | $10.9K | 0.00% | −199−45.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 250 | $11.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 258 | $11.6K | 0.00% | +218+545.0% | Added |
| Core Alternative Capital | 268 | $12.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 288 | $12.9K | 0.00% | −5−1.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 323 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 280 | $13.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 300 | $13.4K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 300 | $13.4K | 0.00% | +300 | New |
| Financial Synergies Wealth Advisors, Inc. | 311 | $13.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 307 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 239 | $14.0K | 0.00% | −17−6.6% | Reduced |
| Grove Bank & Trust | 310 | $14.0K | 0.00% | +310 | New |
| Steward Financial Group LLC | 343 | $15.0K | 0.01% | +343 | New |
| Zions Bancorporation, N.A. | 339 | $15.2K | 0.00% | +198+140.4% | Added |
| RFP Financial Group LLC | 350 | $15.7K | 0.01% | +350 | New |
| Clearview Wealth Advisors LLC | 380 | $17.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 419 | $19.0K | 0.00% | +350+507.2% | Added |
| GHP Investment Advisors, Inc. | 425 | $19.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 439 | $19.7K | 0.01% | −100−18.6% | Reduced |
| TCI Wealth Advisors, Inc. | 446 | $20.0K | 0.00% | −429−49.0% | Reduced |