| Advocacy Wealth Management Services, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $0 | 0.00% | +6 | New |
| Total Clarity Wealth Management, Inc. | 1 | $0 | 0.00% | +1 | New |
| Financial Perspectives, Inc | 2 | $99 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 50 | $2.00K | 0.00% | −830−94.3% | Reduced |
| Versant Capital Management, Inc | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Consolidated Planning Corp | 51 | $2.00K | 0.00% | +51 | New |
| GPS Wealth Strategies Group, LLC | 63 | $3.00K | 0.00% | −200−76.0% | Reduced |
| IAG Wealth Partners, LLC | 50 | $3.00K | 0.00% | −100−66.7% | Reduced |
| FinTrust Capital Advisors, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 95 | $4.00K | 0.00% | +95 | New |
| Assetmark, Inc | 108 | $5.00K | 0.00% | −4,258−97.5% | Reduced |
| Mizuho Securities Co. Ltd. | 111 | $5.00K | 0.00% | −2−1.8% | Reduced |
| CNB Bank | 108 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 102 | $5.00K | 0.00% | +6+6.3% | Added |
| Clearview Wealth Advisors LLC | 100 | $5.00K | 0.00% | +100 | New |
| RWM Asset Management, LLC | 96 | $5.00K | 0.00% | +96 | New |
| Benjamin Edwards Inc | 123 | $6.00K | 0.00% | +110+846.2% | Added |
| MD Financial Management Inc. | 158 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 143 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 140 | $7.00K | 0.00% | +2+1.4% | Added |
| Glen Eagle Advisors, LLC | 150 | $7.06K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 163 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 164 | $8.00K | 0.00% | −8−4.7% | Reduced |
| Resolute Partners Group | 168 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 160 | $8.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $9.00K | 0.00% | −1,400−87.5% | Reduced |
| Atlas Private Wealth Advisors | 200 | $9.00K | 0.00% | −53−20.9% | Reduced |
| Marquette Asset Management, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 184 | $9.00K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 210 | $9.83K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 209 | $10.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 222 | $10.0K | 0.00% | +96+76.2% | Added |
| Meridian Wealth Partners, LLC | 212 | $10.0K | 0.00% | +212 | New |
| Coastal Capital Group, Inc. | 236 | $11.0K | 0.00% | +2+0.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 264 | $12.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $13.0K | 0.00% | – | – |
| Patriot Financial Group Insurance Agency, LLC | 277 | $13.0K | 0.00% | +25+9.9% | Added |
| D'Orazio & Associates, Inc. | 270 | $13.0K | 0.00% | +270 | New |
| West Paces Advisors Inc. | 292 | $13.7K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 297 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 306 | $14.0K | 0.00% | +3+1.0% | Added |
| Financial Avengers, Inc. | 298 | $14.0K | 0.01% | +3+1.0% | Added |
| Tarbox Family Office, Inc. | 287 | $14.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 300 | $14.0K | 0.01% | +100+50.0% | Added |
| Tompkins Financial Corp | 300 | $14.0K | 0.00% | +300 | New |
| Piscataqua Savings Bank | 350 | $16.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 348 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 370 | $17.0K | 0.00% | −16−4.1% | Reduced |
| Earnest Partners LLC | 370 | $17.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 367 | $17.0K | 0.00% | +82+28.8% | Added |
| Baystate Wealth Management LLC | 392 | $18.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 391 | $18.0K | 0.00% | +2+0.5% | Added |
| Annapolis Financial Services, LLC | 413 | $19.0K | 0.01% | −100−19.5% | Reduced |
| Tradewinds Capital Management, LLC | 414 | $19.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 434 | $20.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 430 | $20.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 415 | $20.0K | 0.01% | −26−5.9% | Reduced |
| Barrett Asset Management, LLC | 425 | $20.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 427 | $20.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 416 | $20.0K | 0.00% | +218+110.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $21.2K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 475 | $22.0K | 0.00% | −1,150−70.8% | Reduced |
| Zions Bancorporation, N.A. | 478 | $22.0K | 0.00% | −74−13.4% | Reduced |
| Webster Bank, N. A. | 458 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 459 | $22.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 485 | $22.0K | 0.01% | +476+5,288.9% | Added |
| SOA Wealth Advisors, LLC. | 503 | $23.0K | 0.01% | +57+12.8% | Added |
| Stephenson National Bank & Trust | 485 | $23.0K | 0.01% | +385+385.0% | Added |
| Sargent Bickham Lagudis LLC | 501 | $24.0K | 0.00% | −4,166−89.3% | Reduced |
| Catalyst Capital Advisors LLC | 519 | $24.0K | 0.00% | −11−2.1% | Reduced |
| Valley National Advisers Inc | 511 | $24.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 500 | $24.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 519 | $24.0K | 0.02% | +160+44.6% | Added |
| Dividend Assets Capital, LLC | 535 | $25.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 560 | $26.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 583 | $27.0K | 0.03% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 614 | $29.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 615 | $29.0K | 0.02% | +334+118.9% | Added |
| Better Money Decisions, LLC | 644 | $30.0K | 0.02% | −146−18.5% | Reduced |
| Oakworth Capital, Inc. | 637 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 634 | $30.0K | 0.00% | −10−1.6% | Reduced |
| Johnson Midwest Financial, LLC | 662 | $31.0K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 656 | $31.0K | 0.01% | 00.0% | Unchanged |