| McClarren Financial Advisors, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 3 | $223 | 0.00% | +3 | New |
| HighMark Wealth Management LLC | 11 | $816 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 12 | $890 | 0.00% | −9−42.9% | Reduced |
| Jones Financial Companies LLLP | 14 | $1.00K | 0.00% | +14 | New |
| Sageworth Trust Co | 9 | $1.00K | 0.00% | +9 | New |
| FNY Investment Advisers, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Steward Financial Group LLC | 21 | $1.00K | 0.00% | +21 | New |
| New Millennium Group LLC | 16 | $1.19K | 0.00% | +16 | New |
| HHM Wealth Advisors, LLC | 23 | $1.71K | 0.00% | +23 | New |
| Cribstone Capital Management, LLC | 26 | $1.93K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 33 | $2.00K | 0.00% | −10,000−99.7% | Reduced |
| Red Cedar Capital, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 32 | $2.58K | 0.00% | +32 | New |
| CVA Family Office, LLC | 36 | $2.67K | 0.00% | +36 | New |
| Schubert & Co | 37 | $2.75K | 0.00% | +25+208.3% | Added |
| Paragon Wealth Strategies, LLC | 40 | $2.98K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 43 | $3.20K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $3.41K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 48 | $3.56K | 0.00% | +48 | New |
| Investors Research Corp | 50 | $3.71K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 60 | $4.48K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 65 | $4.82K | 0.00% | +65 | New |
| Macroview Investment Management LLC | 70 | $5.18K | 0.01% | +1+1.4% | Added |
| Washington Trust Advisors, Inc. | 75 | $5.56K | 0.00% | −635−89.4% | Reduced |
| PayPay Securities Corp | 75 | $5.56K | 0.37% | +75 | New |
| Strengthening Families & Communities, LLC | 80 | $6.00K | 0.00% | +1+1.3% | Added |
| Creative Capital Management Investments LLC | 75 | $6.00K | 0.01% | +75 | New |
| Evolution Advisers, Inc. | 100 | $7.00K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 96 | $7.13K | 0.00% | +30+45.5% | Added |
| Bradley & Co. Private Wealth Management, LLC | 100 | $7.42K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $7.42K | 0.01% | +100 | New |
| Jackson, Grant Investment Advisers, Inc. | 104 | $7.73K | 0.00% | −38−26.8% | Reduced |
| Disciplined Investments, LLC | 106 | $7.86K | 0.00% | −160−60.2% | Reduced |
| Prestige Wealth Management Group LLC | 107 | $7.94K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 112 | $8.28K | 0.01% | −6−5.1% | Reduced |
| Retirement Financial Solutions, LLC | 112 | $8.30K | 0.01% | +112 | New |
| Bourgeon Capital Management LLC | 116 | $8.61K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 126 | $9.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 138 | $10.2K | 0.00% | −1,350−90.7% | Reduced |
| Fiduciary Alliance LLC | 139 | $10.3K | 0.00% | +139 | New |
| Toth Financial Advisory Corp | 140 | $10.4K | 0.00% | −15−9.7% | Reduced |
| Hanson & Doremus Investment Management | 148 | $11.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $11.1K | 0.00% | −200−57.1% | Reduced |
| Riverview Trust Co | 166 | $12.0K | 0.01% | +166 | New |
| Raleigh Capital Management Inc. | 180 | $13.4K | 0.01% | −6−3.2% | Reduced |
| Farther Finance Advisors, LLC | 184 | $13.7K | 0.01% | +184 | New |
| Harvest Fund Management Co., Ltd | 191 | $14.0K | 0.00% | −5,186−96.4% | Reduced |
| Belmont Capital, LLC | 182 | $14.0K | 0.01% | +20+12.3% | Added |
| Pinnacle Bancorp, Inc. | 183 | $14.0K | 0.01% | +55+43.0% | Added |
| Community Bank, N.A. | 200 | $14.8K | 0.00% | −3−1.5% | Reduced |
| Cary Street Partners Asset Management LLC | 200 | $14.8K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 200 | $14.8K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 207 | $15.4K | 0.01% | +207 | New |
| TD Capital Management LLC | 209 | $15.5K | 0.00% | +2+1.0% | Added |
| Western Pacific Wealth Management, LP | 210 | $15.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 210 | $15.6K | 0.01% | +6+2.9% | Added |
| MV Capital Management, Inc. | 211 | $15.7K | 0.00% | 00.0% | Unchanged |
| Trust Co | 210 | $16.0K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 210 | $16.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 225 | $16.7K | 0.00% | −22−8.9% | Reduced |
| One Wealth Advisors, LLC | 229 | $17.0K | 0.00% | +229 | New |
| Founders Capital Management | 233 | $17.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 224 | $17.0K | 0.00% | +2+0.9% | Added |
| Winch Advisory Services, LLC | 235 | $17.0K | 0.01% | +83+54.6% | Added |
| Centerpoint Advisors, LLC | 233 | $17.0K | 0.01% | +233 | New |
| Quent Capital, LLC | 234 | $17.4K | 0.00% | +1+0.4% | Added |
| Hartford Financial Management Inc. | 239 | $17.8K | 0.00% | +2+0.8% | Added |
| Grandeur Peak Global Advisors, LLC | 241 | $17.9K | 0.00% | −11,454−97.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 242 | $18.0K | 0.01% | +125+106.8% | Added |
| Federated Hermes, Inc. | 251 | $18.6K | 0.00% | +251 | New |
| Trustcore Financial Services, LLC | 261 | $19.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 264 | $19.6K | 0.00% | −368−58.2% | Reduced |
| Core Wealth Advisors, Inc. | 265 | $19.7K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 269 | $20.0K | 0.01% | +269 | New |
| Coppell Advisory Solutions Corp. | 269 | $20.0K | 0.01% | +269 | New |
| Ayalon Holdings Ltd. | 265 | $20.0K | 0.01% | 00.0% | Unchanged |
| Boulder Wealth Advisors, LLC | 263 | $20.0K | 0.02% | +263 | New |
| Kelly Financial Services LLC | 283 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 294 | $21.8K | 0.02% | −60−16.9% | Reduced |
| Citizens National Bank Trust Department | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 300 | $22.3K | 0.01% | +300 | New |
| MinichMacGregor Wealth Management, LLC | 319 | $23.7K | 0.01% | +319 | New |
| SJS Investment Consulting Inc. | 322 | $23.9K | 0.01% | +12+3.9% | Added |
| FWL Investment Management, LLC | 330 | $24.5K | 0.02% | +330 | New |
| AllSquare Wealth Management LLC | 346 | $25.7K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 350 | $26.0K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 355 | $26.3K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 370 | $27.0K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 375 | $27.8K | 0.02% | +375 | New |
| AXS Investments LLC | 386 | $28.6K | 0.01% | +386 | New |
| Crewe Advisors LLC | 412 | $30.6K | 0.00% | −2−0.5% | Reduced |
| Tortoise Investment Management, LLC | 424 | $31.5K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 403 | $32.1K | 0.01% | −5,079−92.6% | Reduced |
| PFS Partners, LLC | 454 | $33.7K | 0.04% | +200+78.7% | Added |
| Mascoma Wealth Management LLC | 470 | $34.9K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 471 | $34.9K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 482 | $35.0K | 0.05% | +1+0.2% | Added |
