| GoalVest Advisory LLC | 1 | $0 | 0.00% | −8,258−100.0% | Reduced |
| Delos Wealth Advisors, LLC | 8 | $0 | 0.00% | −266−97.1% | Reduced |
| TD Capital Management LLC | 1 | $0 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 12 | $484 | 0.00% | +12 | New |
| Castleview Partners, LLC | 13 | $1.00K | 0.00% | −467−97.3% | Reduced |
| Lee Financial Co | 48 | $1.00K | 0.00% | −134−73.6% | Reduced |
| McIlrath & Eck, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Financial Synergies Wealth Advisors, Inc. | 39 | $1.57K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 49 | $2.00K | 0.00% | −388−88.8% | Reduced |
| TSFG, LLC | 55 | $2.00K | 0.00% | −34−38.2% | Reduced |
| Schubert & Co | 52 | $2.00K | 0.00% | −36−40.9% | Reduced |
| TFC Financial Management | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 60 | $2.00K | 0.00% | +60 | New |
| Absolute Capital Management, LLC | 61 | $2.51K | 0.00% | +61 | New |
| Sierra Capital LLC | 83 | $3.00K | 0.00% | −1,310−94.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 86 | $3.00K | 0.00% | −40−31.7% | Reduced |
| Goodman Advisory Group, LLC | 83 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 65 | $3.00K | 0.00% | +24+58.5% | Added |
| SJS Investment Consulting Inc. | 67 | $3.00K | 0.00% | +67 | New |
| Morton Brown Family Wealth, LLC | 84 | $3.00K | 0.00% | +84 | New |
| Abound Wealth Management | 97 | $3.93K | 0.00% | +97 | New |
| Norwood Financial Corp | 100 | $4.00K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 107 | $4.00K | 0.00% | +2+1.9% | Added |
| Professional Financial Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 100 | $4.03K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 135 | $5.00K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 131 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 118 | $5.00K | 0.00% | +1+0.9% | Added |
| Ten Capital Wealth Advisors, LLC | 113 | $5.00K | 0.00% | +17+17.7% | Added |
| Tompkins Financial Corp | 130 | $5.00K | 0.00% | +130 | New |
| Householder Group Estate & Retirement Specialist, LLC | 125 | $5.00K | 0.00% | +125 | New |
| Legend Financial Advisors, Inc. | 139 | $5.60K | 0.01% | +139 | New |
| Eagle Bay Advisors LLC | 163 | $6.00K | 0.00% | −362−69.0% | Reduced |
| Essex Investment Management Co LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 155 | $6.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 154 | $6.00K | 0.00% | +2+1.3% | Added |
| Citizens National Bank Trust Department | 159 | $6.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 147 | $6.00K | 0.00% | +147 | New |
| Retirement Group, LLC | 180 | $7.00K | 0.01% | −9,375−98.1% | Reduced |
| RE Dickinson Investment Advisors, LLC | 162 | $7.00K | 0.01% | +1+0.6% | Added |
| Orion Capital Management LLC | 200 | $8.00K | 0.01% | −200−50.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 190 | $8.00K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 206 | $8.00K | 0.00% | +94+83.9% | Added |
| Cornerstone Management, Inc. | 200 | $8.06K | 0.00% | −229−53.4% | Reduced |
| Anchor Investment Management, LLC | 200 | $8.06K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 212 | $8.55K | 0.01% | +2+1.0% | Added |
| Surevest, LLC | 212 | $9.00K | 0.00% | −39−15.5% | Reduced |
| Selective Wealth Management, Inc. | 224 | $9.00K | 0.00% | +24+12.0% | Added |
| Stephens Consulting, LLC | 231 | $9.31K | 0.01% | +85+58.2% | Added |
| Nomura Holdings Inc | 237 | $10.0K | 0.00% | −688−74.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 259 | $10.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 246 | $10.0K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 252 | $10.2K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 275 | $11.0K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 275 | $11.0K | 0.01% | +3+1.1% | Added |
| Tilia Fiduciary Partners, Inc. | 275 | $11.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 267 | $11.0K | 0.04% | +3+1.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 263 | $11.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 300 | $12.0K | 0.00% | −1,640−84.5% | Reduced |
| Cedar Mountain Advisors, LLC | 291 | $12.0K | 0.00% | −960−76.7% | Reduced |
| HBC Financial Services, PLLC | 300 | $12.0K | 0.01% | −300−50.0% | Reduced |
| IAG Wealth Partners, LLC | 305 | $12.0K | 0.00% | −26−7.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 294 | $12.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 298 | $12.0K | 0.01% | +6+2.1% | Added |
| Cyrus J. Lawrence, LLC | 333 | $13.0K | 0.00% | −500−60.0% | Reduced |
| Beacon Capital Management, LLC | 285 | $13.0K | 0.00% | −91−24.2% | Reduced |
| Albion Financial Group | 333 | $13.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 300 | $13.1K | 0.01% | +300 | New |
| Washington Trust Advisors, Inc. | 358 | $14.0K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 364 | $15.0K | 0.01% | +364 | New |
| Gradient Investments LLC | 388 | $16.0K | 0.00% | +3+0.8% | Added |
| Carmichael Hill & Associates, Inc. | 400 | $16.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 404 | $16.0K | 0.00% | +4+1.0% | Added |
| PSI Advisors, LLC | 395 | $16.0K | 0.01% | +4+1.0% | Added |
| Newbridge Financial Services Group, Inc. | 405 | $16.0K | 0.01% | +314+345.1% | Added |
| Paloma Partners Management Co | 400 | $16.0K | 0.00% | +400 | New |
| HHM Wealth Advisors, LLC | 424 | $17.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 431 | $17.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 423 | $17.0K | 0.00% | +74+21.2% | Added |
| SRS Capital Advisors, Inc. | 458 | $18.0K | 0.00% | −3,569−88.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 447 | $18.0K | 0.00% | −293−39.6% | Reduced |
| Advocacy Wealth Management Services, LLC | 426 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 443 | $18.0K | 0.01% | +443 | New |
| Westside Investment Management, Inc. | 476 | $19.0K | 0.00% | −118−19.9% | Reduced |
| Core Wealth Advisors, Inc. | 462 | $19.0K | 0.01% | +462 | New |
| Aspire Private Capital, LLC | 504 | $20.0K | 0.01% | −30−5.6% | Reduced |
| Bangor Savings Bank | 487 | $20.0K | 0.00% | −17−3.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 505 | $20.0K | 0.02% | +5+1.0% | Added |
| Hoey Investments, Inc | 500 | $20.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 494 | $20.0K | 0.00% | +132+36.5% | Added |
| Old North State Trust, LLC | 493 | $20.0K | 0.02% | +493 | New |
| Global Financial Private Client, LLC | 510 | $21.2K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 556 | $22.0K | 0.00% | 00.0% | Unchanged |
