| Householder Group Estate & Retirement Specialist, LLC | 5 | $0 | 0.00% | −98−95.1% | Reduced |
| WestEnd Advisors, LLC | 2 | $179 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $269 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 3 | $269 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 4 | $323 | 0.00% | +4 | New |
| Colonial Trust Advisors | 4 | $359 | 0.00% | −9−69.2% | Reduced |
| True Wealth Design, LLC | 4 | $359 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4 | $359 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $395 | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 5 | $449 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 6 | $480 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 6 | $538 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7 | $628 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $628 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $633 | 0.00% | +2+40.0% | Added |
| Main Street Group, LTD | 8 | $717 | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 8 | $718 | 0.00% | +8 | New |
| Hexagon Capital Partners LLC | 9 | $808 | 0.00% | +6+200.0% | Added |
| McIlrath & Eck, LLC | 10 | $897 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $897 | 0.00% | +7+233.3% | Added |
| Rakuten Securities, Inc. | 10 | $897 | 0.00% | +10 | New |
| Manchester Capital Management LLC | 10 | $898 | 0.00% | +9+900.0% | Added |
| Harbor Investment Advisory, LLC | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $1.26K | 0.00% | +14 | New |
| Carolinas Wealth Consulting LLC | 16 | $1.44K | 0.00% | −22−57.9% | Reduced |
| AllSquare Wealth Management LLC | 16 | $1.44K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 17 | $1.53K | 0.00% | −1,248−98.7% | Reduced |
| Proffitt & Goodson Inc | 17 | $1.53K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 18 | $1.61K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 18 | $1.61K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $1.61K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 19 | $1.71K | 0.00% | −3−13.6% | Reduced |
| St Germain D J Co Inc | 19 | $1.71K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 20 | $1.79K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 22 | $1.98K | 0.00% | +22 | New |
| Capital Advisors, Ltd. LLC | 17 | $2.00K | 0.00% | −14−45.2% | Reduced |
| Avion Wealth | 19 | $2.00K | 0.00% | +7+58.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 24 | $2.15K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 24 | $2.15K | 0.00% | +16+200.0% | Added |
| Bell Investment Advisors, Inc | 24 | $2.15K | 0.00% | −47−66.2% | Reduced |
| Macroview Investment Management LLC | 25 | $2.24K | 0.00% | −97−79.5% | Reduced |
| Red Tortoise LLC | 25 | $2.24K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 25 | $2.24K | 0.00% | +25 | New |
| CVA Family Office, LLC | 25 | $2.24K | 0.00% | +25 | New |
| Rothschild Investment LLC | 26 | $2.33K | 0.00% | +26 | New |
| VisionPoint Advisory Group, LLC | 27 | $2.42K | 0.00% | −132−83.0% | Reduced |
| Beacon Capital Management, LLC | 27 | $2.66K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 30 | $2.69K | 0.00% | +30 | New |
| Blue Bell Private Wealth Management, LLC | 31 | $2.78K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 32 | $2.87K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 40 | $3.59K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 45 | $4.04K | 0.00% | −210−82.4% | Reduced |
| St. Johns Investment Management Company, LLC | 45 | $4.04K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 47 | $4.22K | 0.00% | −33−41.3% | Reduced |
| Raffa Wealth Management, LLC | 48 | $4.31K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 50 | $4.49K | 0.00% | −28−35.9% | Reduced |
| Birch Capital Management, LLC | 50 | $4.49K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 50 | $4.49K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 50 | $4.49K | 0.00% | +3+6.4% | Added |
| Fairman Group, LLC | 52 | $4.67K | 0.00% | +52 | New |
| Caldwell Sutter Capital, Inc. | 55 | $4.93K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $5.00K | 0.00% | −10−14.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 59 | $5.00K | 0.00% | +20+51.3% | Added |
| Glen Eagle Advisors, LLC | 58 | $5.20K | 0.00% | −46−44.2% | Reduced |
| Accent Capital Management, LLC | 61 | $5.47K | 0.00% | +61 | New |
| Operose Advisors LLC | 64 | $5.74K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 67 | $6.01K | 0.00% | +50+294.1% | Added |
| WealthCollab, LLC | 69 | $6.19K | 0.00% | +69 | New |
| Bruce G. Allen Investments, LLC | 75 | $6.73K | 0.01% | +75 | New |
| Spire Wealth Management | 90 | $7.11K | 0.00% | +10+12.5% | Added |
| Magellan Asset Management Ltd | 80 | $7.18K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 82 | $7.36K | 0.00% | +17+26.2% | Added |
| Provenance Wealth Advisors, LLC | 83 | $7.45K | 0.00% | +61+277.3% | Added |
| Addison Advisors LLC | 84 | $7.54K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 86 | $7.67K | 0.00% | +8+10.3% | Added |
| Core Alternative Capital | 89 | $7.99K | 0.00% | −7−7.3% | Reduced |
| First Command Advisory Services, Inc. | 90 | $8.07K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $8.88K | 0.00% | −24−19.5% | Reduced |
| Atlantic Trust, LLC | 100 | $8.97K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $8.97K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 102 | $9.14K | 0.01% | +102 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 108 | $10.0K | 0.01% | +108 | New |
| Proequities, Inc. | 114 | $10.2K | 0.00% | −12−9.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 122 | $11.0K | 0.00% | −20−14.1% | Reduced |
| GW&K Investment Management, LLC | 120 | $11.0K | 0.00% | +28+30.4% | Added |
| Annapolis Financial Services, LLC | 125 | $11.2K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 132 | $11.8K | 0.00% | +55+71.4% | Added |
| Highline Wealth Partners LLC | 135 | $12.1K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 135 | $12.1K | 0.01% | +135 | New |
| Coppell Advisory Solutions LLC | 136 | $12.2K | 0.00% | +136 | New |
| Sugarloaf Wealth Management, LLC | 144 | $12.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 124 | $13.0K | 0.00% | −49−28.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 147 | $13.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 147 | $13.2K | 0.00% | +35+31.3% | Added |
| Baystate Wealth Management LLC | 154 | $13.8K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 164 | $14.7K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 165 | $14.8K | 0.00% | +165 | New |
| Allworth Financial LP | 172 | $15.4K | 0.00% | −402−70.0% | Reduced |
| Farmers & Merchants Investments Inc | 177 | $15.9K | 0.00% | −11−5.9% | Reduced |
