| WPG Advisers, LLC | 4 | $153 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4 | $154 | 0.00% | −83−95.4% | Reduced |
| Raleigh Capital Management Inc. | 4 | $166 | 0.00% | −20−83.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 6 | $230 | 0.00% | +6 | New |
| Richard W. Paul & Associates, LLC | 8 | $307 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $384 | 0.00% | +10 | New |
| DecisionPoint Financial, LLC | 10 | $387 | 0.00% | +10 | New |
| Orion Capital Management LLC | 11 | $422 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 11 | $422 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 12 | $460 | 0.00% | +12 | New |
| LGT Financial Advisors LLC | 12 | $460 | 0.00% | +12 | New |
| UMA Financial Services, Inc. | 13 | $499 | 0.00% | −95−88.0% | Reduced |
| North Star Investment Management Corp. | 15 | $575 | 0.00% | +15 | New |
| American Capital Advisory, LLC | 15 | $576 | 0.00% | +15 | New |
| SOA Wealth Advisors, LLC. | 15 | $589 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 16 | $613 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 18 | $690 | 0.00% | +18 | New |
| Stephens Consulting, LLC | 18 | $691 | 0.00% | +18 | New |
| Rossby Financial, LCC | 20 | $767 | 0.00% | +20 | New |
| Pacifica Partners Inc. | 25 | $951 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 25 | $959 | 0.00% | −5−16.7% | Reduced |
| Investment Counsel Co of Nevada | 25 | $959 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 25 | $959 | 0.00% | +25 | New |
| Picton Mahoney Asset Management | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 32 | $1.23K | 0.00% | +5+18.5% | Added |
| HFM Investment Advisors, LLC | 34 | $1.30K | 0.00% | +18+112.5% | Added |
| Dunhill Financial, LLC | 35 | $1.35K | 0.00% | −157−81.8% | Reduced |
| Motco | 30 | $1.35K | 0.00% | +30 | New |
| North Capital, Inc. | 36 | $1.38K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 37 | $1.42K | 0.00% | +37 | New |
| Rialto Wealth Management, LLC | 39 | $1.50K | 0.00% | −6−13.3% | Reduced |
| Activest Wealth Management | 40 | $1.53K | 0.00% | −136−77.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 43 | $1.65K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 44 | $1.69K | 0.00% | +28+175.0% | Added |
| Aspect Partners, LLC | 48 | $1.84K | 0.00% | −4−7.7% | Reduced |
| Prestige Wealth Management Group LLC | 48 | $1.84K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 48 | $1.85K | 0.00% | +48 | New |
| SJS Investment Consulting Inc. | 49 | $1.88K | 0.00% | −51−51.0% | Reduced |
| Legacy Bridge, LLC | 55 | $2.11K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 55 | $2.11K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 55 | $2.11K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 55 | $2.11K | 0.00% | +43+358.3% | Added |
| Princeton Global Asset Management LLC | 57 | $2.19K | 0.00% | +57 | New |
| Addison Advisors LLC | 57 | $2.19K | 0.00% | +57 | New |
| Toth Financial Advisory Corp | 60 | $2.30K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 60 | $2.30K | 0.00% | +20+50.0% | Added |
| Principia Wealth Advisory, LLC | 61 | $2.34K | 0.00% | +14+29.8% | Added |
| DiNuzzo Private Wealth, Inc. | 76 | $2.91K | 0.00% | −7−8.4% | Reduced |
| Penserra Capital Management LLC | 84 | $3.00K | 0.00% | −5,796−98.6% | Reduced |
| Kozak & Associates, Inc. | 79 | $3.10K | 0.00% | +1+1.3% | Added |
| Stone House Investment Management, LLC | 81 | $3.11K | 0.00% | +81 | New |
| Whipplewood Advisors, LLC | 83 | $3.18K | 0.00% | −11−11.7% | Reduced |
| Albion Financial Group | 83 | $3.18K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 79 | $3.24K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 88 | $3.37K | 0.00% | +29+49.2% | Added |
| Golden State Wealth Management, LLC | 89 | $3.41K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 78 | $3.51K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 94 | $3.60K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 94 | $3.60K | 0.00% | +30+46.9% | Added |
| Kilter Group LLC | 95 | $3.64K | 0.00% | +95 | New |
| Olistico Wealth, LLC | 100 | $3.83K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $3.83K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 100 | $3.83K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 102 | $3.91K | 0.00% | −190−65.1% | Reduced |
| Truvestments Capital LLC | 102 | $3.91K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 105 | $4.03K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 105 | $4.04K | 0.00% | +105 | New |
| Concord Wealth Partners | 106 | $4.06K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 107 | $4.10K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 107 | $4.10K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 115 | $4.42K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 116 | $4.45K | 0.00% | −1−0.9% | Reduced |
| Lowe Wealth Advisors, LLC | 124 | $4.75K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 130 | $4.98K | 0.00% | −98−43.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 135 | $5.16K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 138 | $5.29K | 0.00% | −41−22.9% | Reduced |
| United Community Bank | 138 | $5.29K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 144 | $5.52K | 0.00% | +31+27.4% | Added |
| Hallmark Capital Management Inc | 145 | $5.56K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 149 | $5.71K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 152 | $5.83K | 0.00% | +12+8.6% | Added |
| Gen-Wealth Partners Inc | 157 | $6.02K | 0.00% | +47+42.7% | Added |
| GFG Capital, LLC | 160 | $6.13K | 0.00% | +160 | New |
| Cullen/Frost Bankers, Inc. | 166 | $6.35K | 0.00% | +84+102.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 166 | $6.37K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 170 | $6.52K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 170 | $6.52K | 0.01% | +170 | New |
| Strategic Investment Solutions, Inc. | 175 | $6.71K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 179 | $6.86K | 0.00% | −3−1.6% | Reduced |
| Trust Co of Vermont | 182 | $6.98K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 184 | $7.05K | 0.00% | +19+11.5% | Added |
| Cornerstone Planning Group LLC | 165 | $7.23K | 0.00% | +52+46.0% | Added |
| Colonial Trust Co | 189 | $7.26K | 0.00% | −23−10.8% | Reduced |
| Medallion Wealth Advisors, LLC | 190 | $7.29K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 191 | $7.34K | 0.00% | −105−35.5% | Reduced |
| MCF Advisors LLC | 196 | $7.51K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 204 | $7.82K | 0.00% | +119+140.0% | Added |
| Howard Hughes Medical Institute | 213 | $8.17K | 0.00% | +213 | New |
| Security National Bank | 214 | $8.21K | 0.00% | 00.0% | Unchanged |