| Spartan Planning & Wealth Management | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 5 | $0 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 2 | $88 | 0.00% | – | – |
| Eagle Bay Advisors LLC | 8 | $353 | 0.00% | +8 | New |
| Global Financial Private Client, LLC | 9 | $397 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 30 | $1.00K | 0.00% | −170−85.0% | Reduced |
| TSFG, LLC | 11 | $1.00K | 0.00% | −35−76.1% | Reduced |
| KB Financial Partners, LLC | 31 | $1.00K | 0.00% | −19−38.0% | Reduced |
| Sierra Capital LLC | 14 | $1.00K | 0.00% | −26−65.0% | Reduced |
| Disciplined Investments, LLC | 30 | $1.00K | 0.00% | −3−9.1% | Reduced |
| Tyler-Stone Wealth Management | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 31 | $1.00K | 0.00% | +16+106.7% | Added |
| JNBA Financial Advisors | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 21 | $1.00K | 0.00% | +21 | New |
| Larson Financial Group LLC | 13 | $1.00K | 0.00% | +13 | New |
| Iron Horse Wealth Management, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Anchor Investment Management, LLC | 32 | $1.41K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 39 | $1.72K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 44 | $1.94K | 0.00% | −17−27.9% | Reduced |
| Tompkins Financial Corp | 43 | $2.00K | 0.00% | −422−90.8% | Reduced |
| Westside Investment Management, Inc. | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $2.00K | 0.00% | −15−30.6% | Reduced |
| Bellevue Asset Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 45 | $2.00K | 0.00% | +14+45.2% | Added |
| Financial Enhancement Group LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 37 | $2.00K | 0.00% | +37 | New |
| Global Wealth Management Investment Advisory, Inc. | 46 | $2.00K | 0.00% | +46 | New |
| Cutler Group LP | 84 | $3.00K | 0.00% | −1,425−94.4% | Reduced |
| Manchester Capital Management LLC | 70 | $3.00K | 0.00% | −269−79.4% | Reduced |
| FinTrust Capital Advisors, LLC | 68 | $3.00K | 0.00% | −214−75.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 83 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 72 | $3.00K | 0.00% | +1+1.4% | Added |
| First Personal Financial Services | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 58 | $3.00K | 0.00% | +1+1.8% | Added |
| American National Bank | 63 | $3.00K | 0.00% | +41+186.4% | Added |
| Raffa Wealth Management, LLC | 75 | $3.31K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 80 | $4.00K | 0.00% | −320−80.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $4.00K | 0.00% | −64−39.0% | Reduced |
| Norwood Financial Corp | 100 | $4.00K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 102 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 94 | $4.00K | 0.00% | +1+1.1% | Added |
| Princeton Global Asset Management LLC | 95 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| Ahrens Investment Partners LLC | 100 | $4.00K | 0.00% | +100 | New |
| Steward Financial Group LLC | 97 | $4.00K | 0.00% | +97 | New |
| Ogorek Anthony Joseph | 127 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 111 | $5.00K | 0.00% | +1+0.9% | Added |
| Lee Financial Co | 120 | $5.00K | 0.00% | +120 | New |
| Heritage Financial Services, LLC | 131 | $5.00K | 0.00% | +131 | New |
| Bell Investment Advisors, Inc | 104 | $5.00K | 0.00% | +104 | New |
| Atlas Capital Advisors LLC | 130 | $5.74K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 131 | $6.00K | 0.00% | −56−29.9% | Reduced |
| Sound Income Strategies, LLC | 134 | $6.00K | 0.00% | +2+1.5% | Added |
| Stephenson National Bank & Trust | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 139 | $6.14K | 0.00% | −50−26.5% | Reduced |
| TCI Wealth Advisors, Inc. | 158 | $7.00K | 0.00% | −5−3.1% | Reduced |
| Focused Wealth Management, Inc | 158 | $7.00K | 0.00% | +2+1.3% | Added |
| Capital Advisors, Ltd. LLC | 160 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 153 | $7.00K | 0.00% | +2+1.3% | Added |
| JFS Wealth Advisors, LLC | 152 | $7.00K | 0.00% | +71+87.7% | Added |
| Truvestments Capital LLC | 154 | $7.00K | 0.00% | +154 | New |
| Rockbridge Investment Management, LCC | 171 | $7.55K | 0.00% | +7+4.3% | Added |
| Hanson & Doremus Investment Management | 188 | $8.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 173 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 183 | $8.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 179 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 212 | $9.00K | 0.00% | −932−81.5% | Reduced |
| Johnson Financial Group, Inc. | 213 | $9.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 195 | $9.00K | 0.00% | +1+0.5% | Added |
| Knuff & Co LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 213 | $9.00K | 0.01% | +93+77.5% | Added |
| Hexagon Capital Partners LLC | 213 | $9.00K | 0.00% | +213 | New |
| Ritter Daniher Financial Advisory LLC | 200 | $9.00K | 0.01% | +200 | New |
| Glen Eagle Advisors, LLC | 209 | $9.23K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 228 | $10.0K | 0.00% | −26−10.2% | Reduced |
| Pittenger & Anderson Inc | 225 | $10.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 220 | $10.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 220 | $10.0K | 0.00% | +16+7.8% | Added |
| GHP Investment Advisors, Inc. | 231 | $10.0K | 0.00% | +231 | New |
| Atticus Wealth Management, LLC | 245 | $11.0K | 0.00% | +40+19.5% | Added |
| Hallmark Capital Management Inc | 250 | $11.0K | 0.00% | +250 | New |
| Brewin Dolphin Ltd | 280 | $12.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 263 | $12.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 304 | $13.0K | 0.00% | −21−6.5% | Reduced |
| Tortoise Investment Management, LLC | 300 | $13.0K | 0.00% | +300 | New |
| CoreCap Advisors, LLC | 284 | $13.0K | 0.00% | +284 | New |
| Heritage Wealth Management, LLC | 300 | $13.3K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 301 | $13.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 324 | $14.0K | 0.00% | +2+0.6% | Added |
| Crewe Advisors LLC | 315 | $14.0K | 0.00% | +315 | New |