| Country Trust Bank | 2 | $75 | 0.00% | −117−98.3% | Reduced |
| Godsey & Gibb Associates | 4 | $151 | 0.00% | +4 | New |
| Sugarloaf Wealth Management, LLC | 12 | $452 | 0.00% | −425−97.3% | Reduced |
| Transcendent Capital Group LLC | 21 | $791 | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 29 | $1.09K | 0.00% | +29 | New |
| Northwest Investment Counselors, LLC | 32 | $1.20K | 0.00% | +32 | New |
| ClariVest Asset Management LLC | 37 | $1.39K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $1.43K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 39 | $1.47K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 40 | $1.51K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 58,276 | $1.54K | 0.07% | +58,276 | New |
| Caitlin John, LLC | 43 | $1.62K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 47 | $1.77K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 49 | $1.85K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 50 | $1.87K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 50 | $1.88K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 51 | $1.92K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 55 | $2.07K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 57 | $2.15K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 60 | $2.26K | 0.00% | +60 | New |
| JNBA Financial Advisors | 61 | $2.30K | 0.00% | −10−14.1% | Reduced |
| Cornerstone Planning Group LLC | 64 | $2.48K | 0.00% | +53+481.8% | Added |
| Wiser Advisor Group LLC | 74 | $2.79K | 0.00% | −7−8.6% | Reduced |
| HighMark Wealth Management LLC | 78 | $2.94K | 0.00% | +54+225.0% | Added |
| Cranbrook Wealth Management, LLC | 82 | $3.09K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 83 | $3.13K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 92 | $3.47K | 0.00% | +92 | New |
| Sachetta, LLC | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 94 | $3.55K | 0.00% | +94 | New |
| Hoertkorn Richard Charles | 100 | $3.77K | 0.00% | −700−87.5% | Reduced |
| Castleview Partners, LLC | 100 | $3.77K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $3.77K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $3.77K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 100 | $3.77K | 0.00% | +100 | New |
| Bear Mountain Capital, Inc. | 100 | $3.84K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 109 | $4.11K | 0.00% | +109 | New |
| Oliver Lagore Vanvalin Investment Group | 128 | $4.82K | 0.00% | 00.0% | Unchanged |
| Amundi | 129 | $4.86K | 0.00% | −113,015−99.9% | Reduced |
| Rakuten Securities, Inc. | 138 | $5.20K | 0.00% | −16−10.4% | Reduced |
| Pineridge Advisors LLC | 139 | $5.24K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 146 | $5.50K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 146 | $5.50K | 0.00% | +68+87.2% | Added |
| Your Advocates Ltd., LLP | 150 | $5.65K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 150 | $5.65K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 150 | $5.69K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 162 | $6.12K | 0.00% | +1+0.6% | Added |
| AllSquare Wealth Management LLC | 164 | $6.18K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 164 | $6.18K | 0.00% | +164 | New |
| Webster Bank, N. A. | 180 | $6.78K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 192 | $7.24K | 0.00% | −145−43.0% | Reduced |
| Register Financial Advisors LLC | 193 | $7.26K | 0.00% | +193 | New |
| M&R Capital Management Inc | 200 | $7.54K | 0.00% | −8,120−97.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 200 | $7.54K | 0.00% | −153−43.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 208 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 216 | $8.14K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 219 | $8.25K | 0.00% | +59+36.9% | Added |
| Prestige Wealth Management Group LLC | 226 | $8.52K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 226 | $8.52K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 229 | $8.63K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 242 | $9.19K | 0.01% | +242 | New |
| Redmont Wealth Advisors LLC | 245 | $9.23K | 0.01% | +245 | New |
| Clean Yield Group | 250 | $9.42K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 258 | $9.72K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 265 | $9.97K | 0.01% | +1+0.4% | Added |
| MidAtlantic Capital Management, Inc. | 272 | $10.2K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 293 | $11.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 295 | $11.1K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 296 | $11.2K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 300 | $11.3K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 310 | $11.7K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 316 | $11.9K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 323 | $12.2K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 328 | $12.4K | 0.00% | +328 | New |
| Tidemark, LLC | 328 | $12.4K | 0.01% | +3+0.9% | Added |
| Iron Horse Wealth Management, LLC | 343 | $12.9K | 0.01% | +343 | New |
| Mendota Financial Group, LLC | 346 | $13.0K | 0.01% | +346 | New |
| Truvestments Capital LLC | 358 | $13.5K | 0.01% | −5−1.4% | Reduced |
| GW&K Investment Management, LLC | 402 | $15.0K | 0.00% | +115+40.1% | Added |
| Clear Point Advisors Inc. | 400 | $15.1K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 400 | $15.1K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 400 | $15.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 424 | $16.0K | 0.01% | −121−22.2% | Reduced |
| CKW Financial Group | 428 | $16.0K | 0.00% | +100+30.5% | Added |
| Birchbrook, Inc. | 428 | $16.1K | 0.01% | 00.0% | Unchanged |
| Motco | 440 | $16.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 461 | $17.4K | 0.01% | −229−33.2% | Reduced |
| Front Row Advisors LLC | 473 | $17.8K | 0.01% | +473 | New |
| EnRich Financial Partners LLC | 475 | $17.9K | 0.01% | +475 | New |
| Federated Hermes, Inc. | 476 | $17.9K | 0.00% | +57+13.6% | Added |
| DHJJ Financial Advisors, Ltd. | 483 | $18.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 494 | $18.6K | 0.00% | +31+6.7% | Added |
| Kelly Financial Services LLC | 500 | $18.8K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 500 | $18.8K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 500 | $18.8K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 500 | $18.8K | 0.01% | +500 | New |
| REAP Financial Group, LLC | 516 | $19.5K | 0.01% | −236−31.4% | Reduced |
| Hanson & Doremus Investment Management | 528 | $20.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 567 | $21.4K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 575 | $22.0K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 594 | $22.4K | 0.01% | −53−8.2% | Reduced |