| Centerpoint Advisors, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $19 | 0.00% | −32−97.0% | Reduced |
| Spartan Planning & Wealth Management | 5 | $165 | 0.00% | +5 | New |
| Delos Wealth Advisors, LLC | 8 | $293 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $397 | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 20 | $661 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 23 | $761 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 25 | $827 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 22 | $1.00K | 0.00% | +22 | New |
| ClariVest Asset Management LLC | 22 | $1.00K | 0.00% | +22 | New |
| Macroview Investment Management LLC | 37 | $1.22K | 0.00% | +37 | New |
| Timber Creek Capital Management LLC | 40 | $1.32K | 0.00% | −1,230−96.9% | Reduced |
| TFC Financial Management | 43 | $1.42K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 51 | $2.00K | 0.00% | +21+70.0% | Added |
| NVWM, LLC | 69 | $2.31K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 70 | $2.31K | 0.00% | +22+45.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 74 | $2.45K | 0.00% | +74 | New |
| Robinswood Financial LLC | 75 | $2.48K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 87 | $2.88K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 94 | $3.00K | 0.00% | +31+49.2% | Added |
| Fortis Group Advisors, LLC | 93 | $3.08K | 0.00% | +93 | New |
| Red Tortoise LLC | 96 | $3.17K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 97 | $3.21K | 0.00% | −145−59.9% | Reduced |
| Norwood Financial Corp | 100 | $3.31K | 0.01% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 100 | $3.31K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 100 | $3.31K | 0.00% | +100 | New |
| Ruedi Wealth Management, Inc. | 100 | $3.31K | 0.00% | +100 | New |
| Salomon & Ludwin, LLC | 103 | $3.40K | 0.00% | +103 | New |
| Centennial Bank | 114 | $3.77K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 121 | $4.00K | 0.00% | +25+26.0% | Added |
| Cape Investment Advisory, Inc. | 126 | $4.17K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 131 | $4.33K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 131 | $4.39K | 0.00% | +131 | New |
| Insight Financial Services | 135 | $4.46K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 141 | $4.66K | 0.00% | +140+14,000.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 147 | $5.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 154 | $5.09K | 0.00% | +59+62.1% | Added |
| General Partner, Inc. | 158 | $5.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 164 | $5.42K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 165 | $5.46K | 0.00% | −265−61.6% | Reduced |
| TSFG, LLC | 186 | $6.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 170 | $6.00K | 0.00% | +2+1.2% | Added |
| Eagle Bay Advisors LLC | 186 | $6.14K | 0.00% | +59+46.5% | Added |
| Register Financial Advisors LLC | 199 | $6.57K | 0.00% | +3+1.5% | Added |
| Spotlight Asset Group, Inc. | 200 | $6.61K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 203 | $6.71K | 0.00% | −38−15.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 205 | $6.78K | 0.00% | −757−78.7% | Reduced |
| HHM Wealth Advisors, LLC | 205 | $6.78K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 208 | $6.98K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 236 | $7.00K | 0.01% | −40−14.5% | Reduced |
| Horrell Capital Management, Inc. | 213 | $7.00K | 0.00% | +3+1.4% | Added |
| PFS Partners, LLC | 223 | $7.36K | 0.01% | +3+1.4% | Added |
| Stephens Consulting, LLC | 231 | $7.64K | 0.00% | 00.0% | Unchanged |
| Viking Fund Management LLC | 240 | $7.93K | 0.00% | −85,000−99.7% | Reduced |
| Pacifica Partners Inc. | 250 | $7.97K | 0.00% | +250 | New |
| Tower View Investment Management & Research LLC | 228 | $8.00K | 0.01% | +3+1.3% | Added |
| Prestige Wealth Management Group LLC | 242 | $8.12K | 0.00% | −48−16.6% | Reduced |
| Chilton Capital Management LLC | 248 | $8.20K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 252 | $8.33K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 253 | $8.36K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 263 | $8.70K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 265 | $8.76K | 0.00% | −20−7.0% | Reduced |
| Piscataqua Savings Bank | 269 | $8.89K | 0.01% | −113−29.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 271 | $8.96K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 273 | $9.03K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 278 | $9.21K | 0.00% | −6−2.1% | Reduced |
| Johnson Midwest Financial, LLC | 280 | $9.26K | 0.02% | +4+1.4% | Added |
| Guardian Wealth Management, Inc. | 288 | $9.54K | 0.01% | +3+1.1% | Added |
| Washington Trust Advisors, Inc. | 291 | $9.62K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 300 | $9.92K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 304 | $10.1K | 0.01% | +4+1.3% | Added |
| Annapolis Financial Services, LLC | 306 | $10.1K | 0.00% | 00.0% | Unchanged |
| Trust Co | 315 | $10.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 315 | $10.4K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 326 | $10.8K | 0.01% | +326 | New |
| Glass Jacobson Investment Advisors llc | 331 | $10.9K | 0.01% | +8+2.5% | Added |
| Thompson Siegel & Walmsley LLC | 325 | $11.0K | 0.00% | +25+8.3% | Added |
| Albion Financial Group | 361 | $11.9K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 372 | $12.3K | 0.00% | +253+212.6% | Added |
| Mascoma Wealth Management LLC | 374 | $12.4K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 398 | $13.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 400 | $13.2K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 410 | $13.6K | 0.01% | 00.0% | Unchanged |
| Certified Advisory Corp | 425 | $14.0K | 0.00% | +2+0.5% | Added |
| Trivant Custom Portfolio Group, LLC | 430 | $14.2K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 447 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 461 | $15.0K | 0.00% | +73+18.8% | Added |
| FIL Ltd | 480 | $15.9K | 0.00% | +20+4.3% | Added |
| Gleason Group, Inc. | 484 | $16.0K | 0.00% | +7+1.5% | Added |
| Bangor Savings Bank | 487 | $16.1K | 0.00% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 490 | $16.2K | 0.00% | +490 | New |
| WR Wealth Planners, LLC | 500 | $16.5K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 500 | $16.5K | 0.01% | +20+4.2% | Added |
| Thompson Investment Management, Inc. | 505 | $16.7K | 0.00% | −310−38.0% | Reduced |
| FSC Wealth Advisors, LLC | 507 | $16.8K | 0.02% | +507 | New |
| Beacon Capital Management, LLC | 508 | $16.8K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 500 | $17.0K | 0.01% | −2,923−85.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $17.0K | 0.00% | +500 | New |
| Baker Avenue Asset Management, LP | 517 | $17.1K | 0.00% | +75+17.0% | Added |
| Carmel Capital Partners, LLC | 518 | $17.1K | 0.01% | +518 | New |
