| Trustcore Financial Services, LLC | 28 | $0 | 0.00% | −175−86.2% | Reduced |
| Sageworth Trust Co | 30 | $0 | 0.00% | −30−50.0% | Reduced |
| Arrow Financial Corp | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Nauset Wealth Management. LLC | 4 | $0 | 0.00% | +4 | New |
| GPS Wealth Strategies Group, LLC | 87 | $1.00K | 0.00% | −1,916−95.7% | Reduced |
| Clearview Wealth Advisors LLC | 46 | $1.00K | 0.00% | −71−60.7% | Reduced |
| First Financial Corp | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 50 | $1.00K | 0.00% | −7−12.3% | Reduced |
| Antonetti Capital Management LLC | 76 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 76 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 67 | $1.00K | 0.00% | +2+3.1% | Added |
| Global Financial Private Client, LLC | 59 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 65 | $1.00K | 0.00% | +65 | New |
| Joseph P. Lucia & Associates, LLC | 35 | $1.00K | 0.00% | +35 | New |
| Quent Capital, LLC | 47 | $1.00K | 0.00% | +47 | New |
| Rockbridge Investment Management, LCC | 61 | $1.03K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 96 | $1.60K | 0.00% | +96 | New |
| Archer Investment Corp | 94 | $1.61K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 98 | $1.63K | 0.00% | +98 | New |
| Brown, Lisle/Cummings, Inc. | 120 | $1.99K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 142 | $2.00K | 0.00% | −2,012−93.4% | Reduced |
| Brown Brothers Harriman & Co | 137 | $2.00K | 0.00% | −1,091−88.8% | Reduced |
| South State Corp. | 141 | $2.00K | 0.00% | −141−50.0% | Reduced |
| McClarren Financial Advisors, Inc. | 153 | $2.00K | 0.00% | +3+2.0% | Added |
| Smithfield Trust Co | 118 | $2.00K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 118 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 128 | $2.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 95 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 99 | $2.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 118 | $2.00K | 0.00% | +118 | New |
| Candriam Luxembourg S.C.A. | 91 | $2.00K | 0.00% | +91 | New |
| Bartlett & Co. LLC | 98 | $2.00K | 0.00% | +98 | New |
| Capital Advisory Group Advisory Services, LLC | 130 | $2.00K | 0.00% | +130 | New |
| McCarthy Asset Management, Inc. | 135 | $2.00K | 0.00% | +135 | New |
| Financial Perspectives, Inc | 154 | $2.56K | 0.00% | +3+2.0% | Added |
| TCTC Holdings, LLC | 208 | $3.00K | 0.00% | −818−79.7% | Reduced |
| 1832 Asset Management L.P. | 201 | $3.00K | 0.00% | −67−25.0% | Reduced |
| Johnson Financial Group, Inc. | 202 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 210 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 177 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 208 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 187 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 152 | $3.00K | 0.00% | +3+2.0% | Added |
| TFC Financial Management | 162 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 163 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 182 | $3.00K | 0.00% | +178+4,450.0% | Added |
| Farmers & Merchants Investments Inc | 203 | $3.00K | 0.00% | +203 | New |
| Jackson, Grant Investment Advisers, Inc. | 154 | $3.00K | 0.00% | +154 | New |
| Cullen/Frost Bankers, Inc. | 245 | $4.00K | 0.00% | −403−62.2% | Reduced |
| Private Ocean, LLC | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 252 | $4.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 228 | $4.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 216 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 230 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carroll Investors, Inc | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 212 | $4.00K | 0.00% | +212 | New |
| DeDora Capital, Inc. | 247 | $4.00K | 0.00% | +247 | New |
| Tower Research Capital LLC (TRC) | 292 | $5.00K | 0.00% | −14,770−98.1% | Reduced |
| Washington Trust Co | 286 | $5.00K | 0.00% | −414−59.1% | Reduced |
| Bedel Financial Consulting, Inc. | 305 | $5.00K | 0.00% | −237−43.7% | Reduced |
| Bellevue Asset Management, LLC | 295 | $5.00K | 0.00% | −95−24.4% | Reduced |
| Duncker Streett & Co Inc | 324 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huber Capital Management LLC | 324 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 326 | $5.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 312 | $5.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 299 | $5.00K | 0.00% | +8+2.7% | Added |
| Concord Wealth Partners | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 300 | $5.00K | 0.00% | +300 | New |
| Beacon Capital Management, LLC | 314 | $5.00K | 0.00% | +314 | New |
| Raffa Wealth Management, LLC | 319 | $5.31K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 382 | $6.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 381 | $6.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 351 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 365 | $6.00K | 0.00% | +174+91.1% | Added |
| Sargent Bickham Lagudis LLC | 439 | $7.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 410 | $7.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 465 | $7.73K | 0.00% | −333−41.7% | Reduced |
| FourThought Financial, LLC | 468 | $8.00K | 0.00% | −210−31.0% | Reduced |
| Covestor Ltd | 493 | $8.00K | 0.01% | −14−2.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 467 | $8.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 452 | $8.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 468 | $8.00K | 0.00% | +395+541.1% | Added |
| AllSquare Wealth Management LLC | 545 | $9.00K | 0.01% | −436−44.4% | Reduced |
| Centerpoint Advisors, LLC | 550 | $9.00K | 0.00% | −324−37.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 533 | $9.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 545 | $9.00K | 0.00% | +545 | New |
| Worth Asset Management, LLC | 641 | $9.00K | 0.01% | +641 | New |
| PFS Partners, LLC | 566 | $9.41K | 0.01% | +10+1.8% | Added |
| Glen Eagle Advisors, LLC | 601 | $9.99K | 0.00% | 00.0% | Unchanged |