| McClarren Financial Advisors, Inc. | 66 | $0 | 0.00% | +52+371.4% | Added |
| Elequin Capital LP | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 13 | $867 | 0.00% | +13 | New |
| Family Firm, Inc. | 14 | $934 | 0.00% | +14 | New |
| Abound Wealth Management | 19 | $1.27K | 0.00% | −21−52.5% | Reduced |
| Iron Horse Wealth Management, LLC | 21 | $1.40K | 0.00% | 00.0% | Unchanged |
| Brown Financial Advisors | 24 | $1.60K | 0.00% | +24 | New |
| Evermay Wealth Management LLC | 24 | $1.62K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 26 | $1.73K | 0.00% | +26 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 36 | $2.00K | 0.00% | −124−77.5% | Reduced |
| Northwest Capital Management Inc | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 31 | $2.07K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 32 | $2.13K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 33 | $2.20K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 33 | $2.20K | 0.00% | +33 | New |
| DecisionPoint Financial, LLC | 33 | $2.24K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 39 | $2.60K | 0.00% | +39 | New |
| Beaird Harris Wealth Management, LLC | 40 | $2.67K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 43 | $2.87K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 44 | $2.93K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 45 | $3.00K | 0.00% | +45 | New |
| Valued Wealth Advisors LLC | 45 | $3.04K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 48 | $3.24K | 0.00% | −7−12.7% | Reduced |
| LFA - Lugano Financial Advisors SA | 49 | $3.27K | 0.00% | −200−80.3% | Reduced |
| Harbor Investment Advisory, LLC | 49 | $3.27K | 0.00% | −10−16.9% | Reduced |
| Abich Financial Wealth Management LLC | 49 | $3.27K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 50 | $3.33K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 50 | $3.33K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 51 | $3.40K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 51 | $3.40K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 56 | $3.73K | 0.00% | +56 | New |
| Armstrong Advisory Group, Inc | 58 | $3.87K | 0.00% | +58 | New |
| Chesapeake Asset Management LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 65 | $4.33K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 66 | $4.40K | 0.00% | +3+4.8% | Added |
| Great Lakes Retirement, Inc. | 74 | $5.00K | 0.00% | +74 | New |
| Atlantic Edge Private Wealth Management, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 76 | $5.06K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 75 | $5.16K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 78 | $5.20K | 0.00% | −448−85.2% | Reduced |
| Beacon Capital Management, LLC | 79 | $5.27K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 83 | $5.53K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 87 | $5.80K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 90 | $5.91K | 0.00% | +40+80.0% | Added |
| Redmont Wealth Advisors LLC | 90 | $6.00K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 99 | $6.60K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $6.67K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $6.67K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 103 | $6.87K | 0.00% | +103 | New |
| Avion Wealth | 110 | $7.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 108 | $7.00K | 0.00% | 00.0% | Unchanged |
| Motco | 106 | $7.07K | 0.00% | +50+89.3% | Added |
| Bell Investment Advisors, Inc | 107 | $7.13K | 0.00% | +54+101.9% | Added |
| Newbridge Financial Services Group, Inc. | 114 | $7.59K | 0.00% | +1+0.9% | Added |
| Carolinas Wealth Consulting LLC | 117 | $7.75K | 0.00% | +27+30.0% | Added |
| Glass Jacobson Investment Advisors llc | 119 | $7.93K | 0.00% | −100−45.7% | Reduced |
| ESL Trust Services, LLC | 120 | $8.00K | 0.00% | +120 | New |
| Pacific Capital Wealth Advisors, Inc | 129 | $8.60K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 132 | $8.80K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 133 | $8.87K | 0.00% | +99+291.2% | Added |
| Coston, McIsaac & Partners | 137 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 135 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 151 | $10.1K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 157 | $10.5K | 0.00% | −66−29.6% | Reduced |
| Trivant Custom Portfolio Group, LLC | 160 | $10.7K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 165 | $11.0K | 0.00% | +165 | New |
| Morgan Dempsey Capital Management LLC | 169 | $11.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 171 | $11.4K | 0.01% | −12−6.6% | Reduced |
| Hoese & Co LLP | 159 | $11.6K | 0.01% | +59+59.0% | Added |
| Glen Eagle Advisors, LLC | 180 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 193 | $12.9K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 197 | $13.0K | 0.00% | +197 | New |
| Center for Financial Planning, Inc. | 200 | $13.3K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 200 | $13.3K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 204 | $13.6K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 200 | $13.7K | 0.01% | −436−68.6% | Reduced |
| Asset Dedication, LLC | 208 | $13.9K | 0.00% | +208 | New |
| Pingora Partners LLC | 209 | $13.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 223 | $14.9K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 233 | $15.5K | 0.00% | −59−20.2% | Reduced |
| Bangor Savings Bank | 243 | $16.2K | 0.00% | +243 | New |
| Orion Capital Management LLC | 250 | $16.7K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 253 | $16.9K | 0.00% | −109−30.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 259 | $17.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 256 | $17.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 260 | $17.3K | 0.00% | −3−1.1% | Reduced |
| GW&K Investment Management, LLC | 269 | $18.0K | 0.00% | +2+0.7% | Added |
| POM Investment Strategies, LLC | 282 | $18.8K | 0.02% | +282 | New |
| Macquarie Group Ltd | 279 | $19.0K | 0.00% | +4+1.5% | Added |
| Richard W. Paul & Associates, LLC | 290 | $19.3K | 0.01% | −72−19.9% | Reduced |
| Valley National Advisers Inc | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 312 | $20.8K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 315 | $21.0K | 0.00% | −14−4.3% | Reduced |
| Aspire Private Capital, LLC | 316 | $21.1K | 0.01% | −72−18.6% | Reduced |
| M&R Capital Management Inc | 325 | $21.7K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 326 | $21.7K | 0.00% | +296+986.7% | Added |
| Boyd Watterson Asset Management LLC | 335 | $22.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 335 | $22.3K | 0.00% | +292+679.1% | Added |
| Rise Advisors, LLC | 337 | $22.5K | 0.01% | 00.0% | Unchanged |