| Centerpoint Advisors, LLC | 11 | $0 | 0.00% | +11 | New |
| Summit Wealth Group, LLC | 12,978 | $0 | 0.00% | +12,978 | New |
| TD Capital Management LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 8 | $289 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 10 | $360 | 0.00% | −389−97.5% | Reduced |
| 25 LLC | 18 | $536 | 0.00% | +18 | New |
| Nalls Sherbakoff Group, LLC | 16 | $568 | 0.00% | +16 | New |
| Highline Wealth Partners LLC | 17 | $613 | 0.00% | +5+41.7% | Added |
| Castleview Partners, LLC | 23 | $829 | 0.00% | −8−25.8% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 23 | $830 | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 25 | $901 | 0.00% | −250−90.9% | Reduced |
| McIlrath & Eck, LLC | 25 | $901 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 36 | $925 | 0.04% | −8−18.2% | Reduced |
| Wolff Wiese Magana LLC | 27 | $974 | 0.00% | −25−48.1% | Reduced |
| Resources Management Corp | 28 | $1.00K | 0.00% | −23,322−99.9% | Reduced |
| Schubert & Co | 36 | $1.30K | 0.00% | −65−64.4% | Reduced |
| Fortis Capital Advisors, LLC | 40 | $1.44K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 45 | $1.62K | 0.00% | +45 | New |
| SJS Investment Consulting Inc. | 50 | $1.80K | 0.00% | −19−27.5% | Reduced |
| Penserra Capital Management LLC | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 56 | $2.00K | 0.00% | +1+1.8% | Added |
| SkyView Investment Advisors, LLC | 56 | $2.00K | 0.00% | +56 | New |
| NVWM, LLC | 69 | $2.52K | 0.00% | −21,023−99.7% | Reduced |
| Atticus Wealth Management, LLC | 77 | $2.78K | 0.00% | −894−92.1% | Reduced |
| Goodman Advisory Group, LLC | 83 | $2.99K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 96 | $3.00K | 0.00% | +10+11.6% | Added |
| Ofi Invest Asset Management | 109,628 | $3.04K | 0.02% | +109,628 | New |
| NewSquare Capital LLC | 87 | $3.14K | 0.00% | +87 | New |
| Disciplined Investments, LLC | 91 | $3.28K | 0.00% | +21+30.0% | Added |
| Norwood Financial Corp | 100 | $3.60K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $3.60K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 100 | $3.60K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 100 | $3.60K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 109 | $4.00K | 0.00% | +1+0.9% | Added |
| Armstrong Advisory Group, Inc | 119 | $4.29K | 0.00% | −1,137−90.5% | Reduced |
| Tompkins Financial Corp | 120 | $4.33K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 128 | $4.61K | 0.00% | −363−73.9% | Reduced |
| PFG Private Wealth Management, LLC | 131 | $4.72K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 135 | $4.87K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 147 | $5.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 125 | $5.00K | 0.00% | +125 | New |
| Legend Financial Advisors, Inc. | 139 | $5.01K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 147 | $5.30K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 150 | $5.41K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 155 | $5.59K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 158 | $5.65K | 0.00% | −732−82.2% | Reduced |
| Country Trust Bank | 164 | $5.91K | 0.00% | −4,031−96.1% | Reduced |
| Winch Advisory Services, LLC | 157 | $6.00K | 0.00% | +2+1.3% | Added |
| RE Dickinson Investment Advisors, LLC | 166 | $6.00K | 0.00% | +2+1.2% | Added |
| Kelly Financial Services LLC | 170 | $6.13K | 0.00% | +170 | New |
| Eagle Bay Advisors LLC | 174 | $6.27K | 0.00% | −27−13.4% | Reduced |
| Register Financial Advisors LLC | 193 | $6.97K | 0.01% | +2+1.0% | Added |
| Cornerstone Management, Inc. | 200 | $7.21K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $7.21K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 200 | $7.21K | 0.00% | +100+100.0% | Added |
| Lee Financial Co | 198 | $7.23K | 0.00% | +56+39.4% | Added |
| True Wealth Design, LLC | 204 | $7.36K | 0.00% | +204 | New |
| HHM Wealth Advisors, LLC | 205 | $7.39K | 0.00% | −229−52.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 206 | $7.43K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 217 | $7.82K | 0.01% | +2+0.9% | Added |
| Red Tortoise LLC | 230 | $8.29K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 231 | $8.33K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 248 | $8.94K | 0.00% | +248 | New |
| Abound Wealth Management | 250 | $9.03K | 0.00% | +149+147.5% | Added |
| Acima Private Wealth, LLC | 252 | $9.09K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 253 | $9.12K | 0.00% | −150−37.2% | Reduced |
| Cape Investment Advisory, Inc. | 255 | $9.19K | 0.01% | +255 | New |
| GPS Wealth Strategies Group, LLC | 259 | $9.34K | 0.00% | +259 | New |
| Bradley & Co. Private Wealth Management, LLC | 263 | $9.48K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 271 | $9.77K | 0.00% | −193−41.6% | Reduced |
| Johnson Midwest Financial, LLC | 273 | $9.83K | 0.01% | +3+1.1% | Added |
| Tilia Fiduciary Partners, Inc. | 275 | $9.91K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 278 | $10.0K | 0.00% | +18+6.9% | Added |
| Guardian Wealth Management, Inc. | 281 | $10.1K | 0.01% | +3+1.1% | Added |
| Prestige Wealth Management Group LLC | 279 | $10.2K | 0.00% | −380−57.7% | Reduced |
| Washington Trust Advisors, Inc. | 291 | $10.5K | 0.00% | +41+16.4% | Added |
| Barrett & Company, Inc. | 300 | $10.8K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 300 | $10.8K | 0.01% | +300 | New |
| TD Ameritrade Investment Management, LLC | 302 | $11.0K | 0.00% | −281−48.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 306 | $11.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 333 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 400 | $14.4K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 400 | $14.4K | 0.02% | +400 | New |
| Beacon Capital Management, LLC | 411 | $14.8K | 0.00% | −29−6.6% | Reduced |
| MV Capital Management, Inc. | 412 | $14.9K | 0.00% | +101+32.5% | Added |
| Certified Advisory Corp | 420 | $15.1K | 0.00% | +420 | New |
| Ahrens Investment Partners LLC | 427 | $15.4K | 0.01% | +427 | New |
| Baker Avenue Asset Management, LP | 427 | $15.4K | 0.00% | −302−41.4% | Reduced |
| Piscataqua Savings Bank | 431 | $15.5K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 451 | $16.3K | 0.01% | +5+1.1% | Added |
| BOK Financial Private Wealth, Inc. | 447 | $16.3K | 0.00% | −118−20.9% | Reduced |
| Core Wealth Advisors, Inc. | 462 | $16.7K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 469 | $16.9K | 0.00% | +469 | New |
| Gleason Group, Inc. | 471 | $17.0K | 0.00% | +471 | New |
| Westside Investment Management, Inc. | 476 | $17.2K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 487 | $17.6K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 494 | $17.8K | 0.01% | +203+69.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
