| Roble, Belko & Company, Inc | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 36 | $0 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $15 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5 | $37 | 0.00% | +5 | New |
| SOA Wealth Advisors, LLC. | 9 | $66 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 9 | $67 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10 | $74 | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 15 | $111 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 16 | $115 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $126 | 0.00% | −1−5.6% | Reduced |
| Beacon Capital Management, LLC | 27 | $199 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 27 | $200 | 0.00% | +27 | New |
| Bare Financial Services, Inc | 40 | $269 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 40 | $296 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $310 | 0.00% | +21+100.0% | Added |
| North Star Investment Management Corp. | 43 | $317 | 0.00% | +30+230.8% | Added |
| Provenance Wealth Advisors, LLC | 44 | $325 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $369 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $369 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 50 | $369 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 51 | $377 | 0.00% | +2+4.1% | Added |
| Manchester Capital Management LLC | 51 | $377 | 0.00% | +51 | New |
| Lindbrook Capital, LLC | 52 | $384 | 0.00% | −135−72.2% | Reduced |
| Private Wealth Management Group, LLC | 53 | $392 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 56 | $413 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 58 | $429 | 0.00% | −255−81.5% | Reduced |
| Parallel Advisors, LLC | 59 | $435 | 0.00% | −248−80.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 64 | $472 | 0.00% | −76−54.3% | Reduced |
| Creative Financial Designs Inc | 65 | $480 | 0.00% | −1,050−94.2% | Reduced |
| Quent Capital, LLC | 69 | $509 | 0.00% | −56,000−99.9% | Reduced |
| St Germain D J Co Inc | 70 | $517 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 70 | $517 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 83 | $613 | 0.00% | −200−70.7% | Reduced |
| LRI Investments, LLC | 85 | $627 | 0.00% | +85 | New |
| Principal Securities, Inc. | 97 | $716 | 0.00% | +97 | New |
| Colonial Trust Advisors | 100 | $738 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $738 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $738 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $738 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $738 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 96 | $844 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 120 | $885 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 120 | $886 | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 120 | $886 | 0.00% | +120 | New |
| Valley National Advisers Inc | 155 | $1.00K | 0.00% | +40+34.8% | Added |
| Smithfield Trust Co | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 140 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 84 | $1.00K | 0.00% | +84 | New |
| Community Bank, N.A. | 150 | $1.11K | 0.00% | +150 | New |
| IFP Advisors, Inc | 168 | $1.24K | 0.00% | −150−47.2% | Reduced |
| Proequities, Inc. | 170 | $1.25K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 180 | $1.33K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 184 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 191 | $1.41K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 195 | $1.42K | 0.00% | +195 | New |
| GAMMA Investing LLC | 192 | $1.42K | 0.00% | +192 | New |
| Trust Co of Vermont | 200 | $1.48K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $1.48K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $1.48K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $1.48K | 0.00% | +200 | New |
| Venturi Wealth Management, LLC | 207 | $1.53K | 0.00% | −1,530−88.1% | Reduced |
| Credit Agricole S A | 252 | $1.67K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 236 | $1.74K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 247 | $1.82K | 0.00% | +119+93.0% | Added |
| Oakworth Capital, Inc. | 249 | $1.84K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 260 | $1.92K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 300 | $2.00K | 0.00% | −500−62.5% | Reduced |
| FNY Investment Advisers, LLC | 340 | $2.00K | 0.00% | +140+70.0% | Added |
| DHJJ Financial Advisors, Ltd. | 272 | $2.01K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 281 | $2.07K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 286 | $2.11K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 287 | $2.12K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 300 | $2.21K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 300 | $2.21K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 300 | $2.21K | 0.00% | +300 | New |
| Nemes Rush Group LLC | 301 | $2.22K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 345 | $2.55K | 0.00% | +345 | New |
| City Holding Co | 350 | $2.58K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 372 | $2.75K | 0.00% | +372 | New |
| Clearstead Advisors, LLC | 411 | $2.79K | 0.00% | +5+1.2% | Added |
| Versant Capital Management, Inc | 393 | $2.90K | 0.00% | +321+445.8% | Added |
| Cape Investment Advisory, Inc. | 400 | $2.95K | 0.00% | −99−19.8% | Reduced |
| FinTrust Capital Advisors, LLC | 400 | $2.95K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 350 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 422 | $3.12K | 0.00% | +170+67.5% | Added |
| Central Trust Co | 448 | $3.31K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 465 | $3.32K | 0.00% | +3+0.6% | Added |
| Washington Trust Co | 478 | $3.53K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 512 | $3.78K | 0.00% | +510+25,500.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 539 | $3.98K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 551 | $4.07K | 0.00% | +551 | New |
| Lowe Wealth Advisors, LLC | 566 | $4.18K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 600 | $4.43K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 600 | $4.43K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 736 | $5.43K | 0.00% | −1,585−68.3% | Reduced |
| ICA Group Wealth Management, LLC | 745 | $5.50K | 0.00% | 00.0% | Unchanged |