| VitalStone Financial, LLC | 3 | $0 | 0.00% | −26−89.7% | Reduced |
| Spartan Planning & Wealth Management | 2 | $103 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 11 | $573 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 11 | $586 | 0.00% | +3+37.5% | Added |
| Macroview Investment Management LLC | 12 | $619 | 0.00% | +12 | New |
| Assetmark, Inc | 13 | $670 | 0.00% | +13 | New |
| Lowe Wealth Advisors, LLC | 14 | $722 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $928 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 11 | $1.00K | 0.00% | +11 | New |
| Briaud Financial Planning, Inc | 28 | $1.00K | 0.00% | +28 | New |
| JJJ Advisors Inc. | 27 | $1.39K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 29 | $1.50K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 32 | $1.65K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 33 | $1.69K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 37 | $1.91K | 0.00% | +20+117.6% | Added |
| PrairieView Partners, LLC | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 42 | $2.17K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 42 | $2.17K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 43 | $2.22K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 44 | $2.25K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 44 | $2.27K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 44 | $2.27K | 0.00% | +44 | New |
| HighMark Wealth Management LLC | 45 | $2.30K | 0.00% | +1+2.3% | Added |
| DB Wealth Management Group, LLC | 51 | $2.63K | 0.00% | −423−89.2% | Reduced |
| PayPay Securities Corp | 51 | $2.63K | 0.13% | −2−3.8% | Reduced |
| WFA of San Diego, LLC | 51 | $2.63K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 51 | $2.63K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 51 | $2.63K | 0.00% | +51 | New |
| Flaharty Asset Management, LLC | 53 | $2.73K | 0.00% | +53 | New |
| Eukles Asset Management | 55 | $2.84K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 62 | $3.20K | 0.00% | −161−72.2% | Reduced |
| Fairfield Financial Advisors, LTD | 65 | $3.35K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 66 | $3.40K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 67 | $3.46K | 0.00% | +1+1.5% | Added |
| Authentikos Wealth Advisory, LLC | 74 | $3.81K | 0.00% | +74 | New |
| Nordwand Advisors, LLC | 77 | $3.97K | 0.00% | +77 | New |
| Semmax Financial Advisors Inc. | 81 | $3.99K | 0.00% | +81 | New |
| McClarren Financial Advisors, Inc. | 96 | $4.00K | 0.00% | +20+26.3% | Added |
| RE Dickinson Investment Advisors, LLC | 75 | $4.00K | 0.00% | +75 | New |
| M&R Capital Management Inc | 80 | $4.11K | 0.00% | +1+1.3% | Added |
| Global Wealth Strategies & Associates | 84 | $4.33K | 0.00% | +84 | New |
| Godsey & Gibb Associates | 86 | $4.43K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 94 | $4.85K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 95 | $4.90K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 97 | $5.00K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 100 | $5.16K | 0.00% | +100 | New |
| Hibernia Wealth Partners, LLC | 105 | $5.41K | 0.00% | +105 | New |
| Rise Advisors, LLC | 106 | $5.46K | 0.00% | +2+1.9% | Added |
| West Branch Capital LLC | 106 | $5.47K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 109 | $5.64K | 0.00% | +1+0.9% | Added |
| ORG Partners LLC | 114 | $5.88K | 0.00% | −183−61.6% | Reduced |
| Lee Financial Co | 114 | $5.88K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 116 | $5.98K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 122 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 122 | $6.29K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 133 | $6.86K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 132 | $7.00K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 142 | $7.32K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 144 | $7.42K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 158 | $8.12K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 159 | $8.20K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 164 | $8.46K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 170 | $9.00K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 176 | $9.05K | 0.01% | +3+1.7% | Added |
| Tradewinds Capital Management, LLC | 192 | $9.90K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 192 | $9.90K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 200 | $10.3K | 0.00% | −125−38.5% | Reduced |
| Annapolis Financial Services, LLC | 201 | $10.4K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 205 | $10.5K | 0.01% | +2+1.0% | Added |
| Addison Advisors LLC | 207 | $10.7K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 209 | $10.8K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 210 | $11.0K | 0.00% | −311−59.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 207 | $11.0K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 218 | $11.2K | 0.00% | +1+0.5% | Added |
| Boyd Watterson Asset Management LLC | 223 | $11.5K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 224 | $11.5K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 230 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 232 | $12.0K | 0.00% | −4−1.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 232 | $12.0K | 0.01% | +232 | New |
| Ulland Investment Advisors, LLC | 225 | $12.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 225 | $12.0K | 0.00% | +15+7.1% | Added |
| Pittenger & Anderson Inc | 235 | $12.1K | 0.00% | −83−26.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 235 | $12.1K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 238 | $12.3K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 243 | $12.5K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 248 | $12.8K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 250 | $12.9K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 250 | $12.9K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 250 | $12.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 261 | $13.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 262 | $13.5K | 0.00% | −667−71.8% | Reduced |
| Bourgeon Capital Management LLC | 268 | $13.8K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 269 | $13.9K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 269 | $13.9K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 269 | $13.9K | 0.01% | +259+2,590.0% | Added |
| Kelly Financial Services LLC | 270 | $13.9K | 0.01% | +1+0.4% | Added |
| Duncker Streett & Co Inc | 288 | $14.8K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 288 | $14.8K | 0.01% | 00.0% | Unchanged |