| Winthrop Capital Management, LLC | 7 | $0 | 0.00% | −46−86.8% | Reduced |
| Ball & Co Wealth Management Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $24 | 0.00% | −93−98.9% | Reduced |
| Legacy Wealth Managment, LLC | 1 | $24 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 2 | $42 | 0.00% | +2 | New |
| NorthAvenue LLC | 4 | $94 | 0.00% | +4 | New |
| DHJJ Financial Advisors, Ltd. | 5 | $117 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $135 | 0.00% | −85−94.4% | Reduced |
| Murphy & Mullick Capital Management Corp | 6 | $140 | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 9 | $207 | 0.00% | −35−79.5% | Reduced |
| Turning Point Benefit Group, Inc. | 9 | $210 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 10 | $230 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $258 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 15 | $351 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 16 | $374 | 0.00% | −562−97.2% | Reduced |
| BNP Paribas | 17 | $399 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 15 | $414 | 0.00% | +15 | New |
| Moisand Fitzgerald Tamayo, LLC | 20 | $468 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 20 | $468 | 0.00% | +20 | New |
| Retirement Wealth Solutions LLC | 21 | $492 | 0.00% | +19+950.0% | Added |
| Fortitude Family Office, LLC | 22 | $514 | 0.00% | −37−62.7% | Reduced |
| Darwin Advisors, LLC | 23 | $539 | 0.00% | +1+4.5% | Added |
| Bank of New Hampshire | 24 | $561 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 25 | $584 | 0.00% | +13+108.3% | Added |
| Godsey & Gibb Associates | 26 | $608 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 26 | $608 | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 28 | $655 | 0.00% | +28 | New |
| American National Bank | 30 | $701 | 0.00% | −2,500−98.8% | Reduced |
| Sfam, LLC | 30 | $701 | 0.00% | +30 | New |
| Rachor Investment Advisory Services, LLC | 30 | $712 | 0.00% | +30 | New |
| Cranbrook Wealth Management, LLC | 33 | $772 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 33 | $772 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 35 | $807 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 35 | $819 | 0.00% | +35 | New |
| ZRC Wealth Management, LLC | 36 | $842 | 0.00% | +1+2.9% | Added |
| Ankerstar Wealth, LLC | 36 | $842 | 0.00% | +36 | New |
| Harbor Asset Planning, Inc. | 37 | $865 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 38 | $888 | 0.00% | +38 | New |
| Rocky Mountain Advisers, LLC | 42 | $982 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 42 | $984 | 0.00% | −3−6.7% | Reduced |
| TD Capital Management LLC | 42 | $989 | 0.00% | −1−2.3% | Reduced |
| Penserra Capital Management LLC | 45 | $1.00K | 0.00% | −21,244−99.8% | Reduced |
| IFC & Insurance Marketing, Inc. | 55 | $1.00K | 0.00% | +55 | New |
| Hallmark Capital Management Inc | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 45 | $1.05K | 0.00% | +24+114.3% | Added |
| HighMark Wealth Management LLC | 51 | $1.20K | 0.00% | +1+2.0% | Added |
| Fideuram Asset Management (Ireland) dac | 36 | $1.21K | 0.00% | +36 | New |
| Greykasell Wealth Strategies, Inc. | 52 | $1.22K | 0.00% | +52 | New |
| MCF Advisors LLC | 54 | $1.26K | 0.00% | +22+68.8% | Added |
| IMG Wealth Management, Inc. | 55 | $1.29K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 56 | $1.30K | 0.00% | +56 | New |
| Asset Planning,Inc | 64 | $1.50K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 66 | $1.54K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 68 | $1.56K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 67 | $1.57K | 0.00% | +5+8.1% | Added |
| PayPay Securities Corp | 67 | $1.57K | 0.05% | +7+11.7% | Added |
| United Financial Planning Group LLC | 68 | $1.59K | 0.00% | +68 | New |
| Principia Wealth Advisory, LLC | 69 | $1.61K | 0.00% | +36+109.1% | Added |
| Lodestone Wealth Management LLC | 69 | $1.63K | 0.00% | +69 | New |
| Wealth Watch Advisors, INC | 71 | $1.66K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 71 | $1.66K | 0.00% | +71 | New |
| Clean Yield Group | 72 | $1.68K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 74 | $1.73K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 74 | $1.73K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 74 | $1.73K | 0.00% | +2+2.8% | Added |
| Kilter Group LLC | 75 | $1.75K | 0.00% | +50+200.0% | Added |
| Optima Capital LLC | 77 | $1.81K | 0.00% | +77 | New |
| 1 North Wealth Services LLC | 78 | $1.82K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 70 | $1.83K | 0.00% | −6−7.9% | Reduced |
| Colonial Trust Co | 83 | $1.94K | 0.00% | −7−7.8% | Reduced |
| Evermay Wealth Management LLC | 85 | $1.99K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 87 | $2.03K | 0.00% | −4−4.4% | Reduced |
| Financial Consulate, Inc | 87 | $2.04K | 0.00% | −69−44.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 88 | $2.06K | 0.00% | +54+158.8% | Added |
| Stone House Investment Management, LLC | 92 | $2.15K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 94 | $2.20K | 0.00% | −288−75.4% | Reduced |
| Tompkins Financial Corp | 96 | $2.24K | 0.00% | −2,550−96.4% | Reduced |
| Park Place Capital Corp | 96 | $2.24K | 0.00% | −50−34.2% | Reduced |
| MB, Levis & Associates, LLC | 96 | $2.25K | 0.00% | +1+1.1% | Added |
| ORG Partners LLC | 99 | $2.31K | 0.00% | +40+67.8% | Added |
| Signature Resources Capital Management, LLC | 103 | $2.41K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 103 | $2.41K | 0.00% | +103 | New |
| Dunhill Financial, LLC | 105 | $2.46K | 0.00% | +7+7.1% | Added |
| Davis Capital Management | 108 | $2.52K | 0.00% | −300−73.5% | Reduced |
| Westend Capital Management, LLC | 111 | $2.60K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 93 | $2.71K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 116 | $2.71K | 0.00% | +116 | New |
| MTM Investment Management, LLC | 117 | $2.73K | 0.00% | −392−77.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 118 | $2.76K | 0.00% | −45−27.6% | Reduced |
| Aventura Private Wealth, LLC | 119 | $2.78K | 0.00% | +10+9.2% | Added |
| Stephenson National Bank & Trust | 122 | $2.85K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 127 | $2.97K | 0.00% | +127 | New |
| Clayton Financial Group LLC | 127 | $2.97K | 0.00% | +127 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 116 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 130 | $3.04K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 136 | $3.18K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 141 | $3.30K | 0.00% | −86−37.9% | Reduced |
