| SYSTM Wealth Solutions LLC | 2 | $1.04K | 0.03% | −208−99.0% | Reduced |
| Toth Financial Advisory Corp | 2 | $1.04K | 0.00% | −12−85.7% | Reduced |
| WestEnd Advisors, LLC | 2 | $1.04K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 2 | $1.04K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $1.04K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 3 | $1.55K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3 | $1.55K | 0.00% | +3 | New |
| Mendota Financial Group, LLC | 3 | $1.55K | 0.00% | +3 | New |
| McClarren Financial Advisors, Inc. | 518 | $2.00K | 0.00% | −593−53.4% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 4 | $2.07K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 4 | $2.07K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5 | $2.59K | 0.00% | +5 | New |
| FPC Investment Advisory, Inc. | 6 | $2.92K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 6 | $3.11K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 6 | $3.11K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 7 | $3.62K | 0.00% | −1−12.5% | Reduced |
| Pathway Financial Advisers, LLC | 7 | $3.62K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 7 | $3.62K | 0.00% | +7 | New |
| Riggs Asset Managment Co. Inc. | 7 | $3.63K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 7 | $3.63K | 0.00% | +1+16.7% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 7 | $4.00K | 0.00% | −567−98.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 8 | $4.14K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 9 | $4.66K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 9 | $4.66K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 9 | $4.66K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 9 | $4.66K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 11 | $5.00K | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $5.18K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $5.18K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 11 | $5.46K | 0.00% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 11 | $5.70K | 0.01% | +11 | New |
| PayPay Securities Corp | 12 | $6.21K | 0.55% | +1+9.1% | Added |
| Salomon & Ludwin, LLC | 13 | $6.73K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $7.77K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 16 | $8.23K | 0.01% | +4+33.3% | Added |
| Estabrook Capital Management | 16 | $8.28K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 16 | $8.28K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 16 | $8.29K | 0.00% | +6+60.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17 | $8.80K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 17 | $8.80K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 17 | $8.80K | 0.00% | +17 | New |
| Davidson Capital Management Inc. | 17 | $8.80K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 16 | $8.89K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 18 | $9.00K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 18 | $9.32K | 0.00% | −60−76.9% | Reduced |
| Westend Capital Management, LLC | 18 | $9.32K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $10.4K | 0.00% | −5−20.0% | Reduced |
| Intelligent Financial Strategies | 20 | $10.4K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 20 | $10.4K | 0.01% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 20 | $10.4K | 0.04% | +20 | New |
| JDM Financial Group LLC | 22 | $11.4K | 0.01% | +5+29.4% | Added |
| Transamerica Financial Advisors, Inc. | 23 | $12.0K | 0.00% | −9,005−99.7% | Reduced |
| IAG Wealth Partners, LLC | 25 | $12.9K | 0.00% | −15−37.5% | Reduced |
| Rocky Mountain Advisers, LLC | 25 | $12.9K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 25 | $12.9K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 25 | $12.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 25 | $12.9K | 0.01% | +25 | New |
| Pacific Center for Financial Services | 27 | $14.0K | 0.00% | −6−18.2% | Reduced |
| Caitlin John, LLC | 28 | $14.9K | 0.01% | −63−69.2% | Reduced |
| Islay Capital Management, LLC | 30 | $15.5K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 30 | $15.5K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 30 | $15.5K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 30 | $15.5K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 30 | $15.5K | 0.01% | +30 | New |
| DiNuzzo Private Wealth, Inc. | 30 | $15.5K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 32 | $16.6K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 35 | $18.1K | 0.00% | −4−10.3% | Reduced |
| Reston Wealth Management LLC | 36 | $18.6K | 0.01% | +36 | New |
| Valued Wealth Advisors LLC | 37 | $19.2K | 0.01% | +9+32.1% | Added |
| Glynn Capital Management LLC | 37 | $19.2K | 0.00% | +37 | New |
| McIlrath & Eck, LLC | 39 | $20.2K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 41 | $21.0K | 0.01% | −8−16.3% | Reduced |
| McMahon Financial Advisors, LLC | 41 | $21.2K | 0.00% | −86−67.7% | Reduced |
| Old Point Trust & Financial Services N A | 41 | $21.2K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 42 | $21.7K | 0.00% | −12−22.2% | Reduced |
| Global Financial Private Client, LLC | 42 | $21.7K | 0.01% | +35+500.0% | Added |
| Kiely Wealth Advisory Group, Inc. | 44 | $23.3K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 49 | $25.0K | 0.01% | −7−12.5% | Reduced |
| Piscataqua Savings Bank | 49 | $25.4K | 0.02% | +34+226.7% | Added |
| Legacy Investment Solutions, LLC | 48 | $25.6K | 0.02% | +48 | New |
| Legacy Wealth Managment, LLC | 48 | $25.6K | 0.02% | +48 | New |
| Ulland Investment Advisors, LLC | 50 | $26.0K | 0.02% | −41−45.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 50 | $26.0K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 52 | $26.9K | 0.02% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 52 | $26.9K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 53 | $27.4K | 0.02% | −15−22.1% | Reduced |
| Grayhawk Investment Strategies Inc. | 54 | $28.0K | 0.04% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 55 | $28.5K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 55 | $28.5K | 0.02% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 58 | $30.0K | 0.02% | −70−54.7% | Reduced |
| Global Wealth Strategies & Associates | 58 | $30.0K | 0.01% | +6+11.5% | Added |
| Iron Horse Wealth Management, LLC | 58 | $30.0K | 0.01% | +8+16.0% | Added |
| True Wealth Design, LLC | 58 | $30.0K | 0.01% | +34+141.7% | Added |
| Resources Management Corp | 60 | $31.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 60 | $31.1K | 0.01% | −17−22.1% | Reduced |
| Cedar Mountain Advisors, LLC | 60 | $31.1K | 0.01% | −2−3.2% | Reduced |
| Talon Private Wealth, LLC | 60 | $31.1K | 0.01% | +60 | New |
| Cornerstone Planning Group LLC | 65 | $31.6K | 0.01% | +3+4.8% | Added |
| Blue Bell Private Wealth Management, LLC | 65 | $33.7K | 0.01% | +15+30.0% | Added |
| Tradewinds Capital Management, LLC | 66 | $34.2K | 0.01% | 00.0% | Unchanged |
