| Householder Group Estate & Retirement Specialist, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 2 | $57 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $172 | 0.00% | −180−96.8% | Reduced |
| WestEnd Advisors, LLC | 8 | $229 | 0.00% | +1+14.3% | Added |
| True Wealth Design, LLC | 12 | $344 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 17 | $475 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 17 | $488 | 0.00% | +17 | New |
| Tfo-TDC, LLC | 25 | $717 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 25 | $717 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $774 | 0.00% | +27 | New |
| Abich Financial Wealth Management LLC | 27 | $774 | 0.00% | +27 | New |
| Albion Financial Group | 30 | $860 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 31 | $889 | 0.00% | +31 | New |
| Dunhill Financial, LLC | 31 | $900 | 0.00% | +31 | New |
| Tower View Investment Management & Research LLC | 42 | $1.00K | 0.00% | +42 | New |
| SJS Investment Consulting Inc. | 39 | $1.12K | 0.00% | −16−29.1% | Reduced |
| CVA Family Office, LLC | 40 | $1.15K | 0.00% | +40 | New |
| Avalon Trust Co | 44 | $1.26K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 51 | $1.46K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 53 | $1.52K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 53 | $1.52K | 0.00% | +53 | New |
| Atlantic Edge Private Wealth Management, LLC | 53 | $1.52K | 0.00% | +53 | New |
| New England Capital Financial Advisors LLC | 57 | $1.62K | 0.00% | +1+1.8% | Added |
| Raffa Wealth Management, LLC | 59 | $1.69K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 63 | $1.80K | 0.00% | +21+50.0% | Added |
| Private Wealth Management Group, LLC | 69 | $1.98K | 0.00% | +69 | New |
| Financial Management Professionals, Inc. | 87 | $2.00K | 0.00% | +40+85.1% | Added |
| Wetzel Investment Advisors, Inc. | 53 | $2.00K | 0.00% | +53 | New |
| DT Investment Partners, LLC | 70 | $2.06K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 72 | $2.08K | 0.00% | +1+1.4% | Added |
| Quarry LP | 74 | $2.12K | 0.00% | +74 | New |
| Kelly Financial Services LLC | 80 | $2.29K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 88 | $2.53K | 0.00% | +1+1.1% | Added |
| Fortis Group Advisors, LLC | 92 | $2.64K | 0.00% | +46+100.0% | Added |
| Beacon Capital Management, LLC | 104 | $2.85K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $2.87K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 102 | $2.92K | 0.00% | +56+121.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 102 | $2.94K | 0.00% | +1+1.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 103 | $2.95K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 103 | $2.95K | 0.00% | +103 | New |
| Jackson, Grant Investment Advisers, Inc. | 104 | $2.98K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 102 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 106 | $3.04K | 0.00% | +1+1.0% | Added |
| Global Wealth Strategies & Associates | 108 | $3.10K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 113 | $3.25K | 0.00% | +2+1.8% | Added |
| Burkett Financial Services, LLC | 115 | $3.30K | 0.00% | +115 | New |
| Nemes Rush Group LLC | 118 | $3.38K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 120 | $3.41K | 0.00% | +120 | New |
| Johnson Financial Group, Inc. | 125 | $3.58K | 0.00% | +40+47.1% | Added |
| Red Tortoise LLC | 127 | $3.64K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 128 | $3.67K | 0.00% | +128 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $4.00K | 0.00% | +150 | New |
| Hobbs Group Advisors, LLC | 145 | $4.16K | 0.00% | +145 | New |
| Lee Financial Co | 151 | $4.33K | 0.00% | +86+132.3% | Added |
| Guardian Wealth Management, Inc. | 157 | $4.50K | 0.00% | +157 | New |
| Colonial Trust Co | 160 | $4.57K | 0.00% | −1−0.6% | Reduced |
| Wiser Advisor Group LLC | 160 | $4.59K | 0.01% | +160 | New |
| Abound Wealth Management | 163 | $4.68K | 0.00% | −41−20.1% | Reduced |
| Rocky Mountain Advisers, LLC | 164 | $4.70K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 175 | $5.02K | 0.00% | +175 | New |
| ICA Group Wealth Management, LLC | 177 | $5.07K | 0.00% | +177 | New |
| PFG Private Wealth Management, LLC | 190 | $5.45K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $5.73K | 0.00% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 200 | $5.73K | 0.00% | +200 | New |
| Dividend Assets Capital, LLC | 200 | $6.00K | 0.00% | +200 | New |
| TD Capital Management LLC | 241 | $6.92K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 275 | $7.00K | 0.00% | −10−3.5% | Reduced |
| GW&K Investment Management, LLC | 248 | $7.00K | 0.00% | −12−4.6% | Reduced |
| Capital Analysts, LLC | 248 | $7.00K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $7.17K | 0.00% | +250 | New |
| JFS Wealth Advisors, LLC | 251 | $7.19K | 0.00% | +214+578.4% | Added |
| Impact Partnership Wealth, LLC | 256 | $7.32K | 0.00% | −11,927−97.9% | Reduced |
| Sunbelt Securities, Inc. | 261 | $7.47K | 0.00% | −2,860−91.6% | Reduced |
| Hexagon Capital Partners LLC | 266 | $7.62K | 0.00% | +81+43.8% | Added |
| MV Capital Management, Inc. | 268 | $7.68K | 0.00% | +55+25.8% | Added |
| Systematic Financial Management LP | 270 | $7.74K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 275 | $7.88K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 296 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 291 | $8.00K | 0.00% | +23+8.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 280 | $8.03K | 0.00% | +280 | New |
| Creative Financial Designs Inc | 282 | $8.08K | 0.00% | +1+0.4% | Added |
| Versant Capital Management, Inc | 284 | $8.14K | 0.00% | −36−11.3% | Reduced |
| Richard W. Paul & Associates, LLC | 288 | $8.25K | 0.00% | −50−14.8% | Reduced |
| Aspire Private Capital, LLC | 296 | $8.50K | 0.00% | +1+0.3% | Added |
| Garner Asset Management Corp | 301 | $8.51K | 0.00% | +301 | New |
| Main Street Group, LTD | 298 | $8.54K | 0.00% | +298 | New |
| Twin Lakes Capital Management, LLC | 300 | $8.59K | 0.01% | +4+1.4% | Added |
| Financial Freedom, LLC | 300 | $8.60K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 307 | $8.80K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 309 | $8.86K | 0.00% | +85+37.9% | Added |
| Hazlett, Burt & Watson, Inc. | 328 | $9.00K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 325 | $9.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 300 | $9.00K | 0.00% | +300 | New |
| Larson Financial Group LLC | 322 | $9.22K | 0.00% | +6+1.9% | Added |
| Sandy Spring Bank | 325 | $9.32K | 0.00% | +20+6.6% | Added |
| Oakworth Capital, Inc. | 338 | $9.69K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 341 | $9.77K | 0.00% | −2,000−85.4% | Reduced |