| Mowery & Schoenfeld Wealth Management, LLC | 2 | $221 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 5 | $551 | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 9 | $975 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 9 | $991 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 19 | $2.15K | 0.00% | −4,190−99.5% | Reduced |
| Abich Financial Wealth Management LLC | 20 | $2.17K | 0.00% | +20 | New |
| Stone House Investment Management, LLC | 23 | $2.53K | 0.00% | −86−78.9% | Reduced |
| Gold Investment Management Ltd. | 25 | $2.75K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 25 | $2.75K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 25 | $2.84K | 0.00% | +25 | New |
| American Capital Advisory, LLC | 30 | $2.92K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 27 | $3.00K | 0.00% | +27 | New |
| Providence Capital Advisors, LLC | 28 | $3.08K | 0.00% | +28 | New |
| BBJS Financial Advisors, LLC | 28 | $3.08K | 0.00% | +28 | New |
| Kiely Wealth Advisory Group, Inc. | 33 | $3.45K | 0.00% | +13+65.0% | Added |
| Fortis Group Advisors, LLC | 32 | $3.52K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 32 | $3.52K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 32 | $3.53K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 35 | $3.86K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 36 | $3.99K | 0.00% | +36 | New |
| Spectrum Wealth Counsel, LLC | 40 | $4.41K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 42 | $4.63K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 45 | $4.96K | 0.00% | +45 | New |
| Penserra Capital Management LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 51 | $5.00K | 0.00% | +18+54.5% | Added |
| Crewe Advisors LLC | 46 | $5.07K | 0.00% | −83−64.3% | Reduced |
| Keener Financial Planning LLC | 58 | $6.00K | 0.00% | −51−46.8% | Reduced |
| SYSTM Wealth Solutions LLC | 58 | $6.39K | 0.00% | −587−91.0% | Reduced |
| Sofos Investments, Inc. | 59 | $6.50K | 0.00% | −59−50.0% | Reduced |
| City State Bank | 60 | $6.61K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 61 | $6.72K | 0.01% | +61 | New |
| Financial Management Professionals, Inc. | 60 | $7.00K | 0.00% | −30−33.3% | Reduced |
| Strengthening Families & Communities, LLC | 61 | $7.00K | 0.00% | +61 | New |
| SOA Wealth Advisors, LLC. | 64 | $7.01K | 0.00% | −6−8.6% | Reduced |
| Slocum, Gordon & Co LLP | 64 | $7.05K | 0.01% | +14+28.0% | Added |
| Goodman Advisory Group, LLC | 65 | $7.16K | 0.00% | +65 | New |
| Clear Point Advisors Inc. | 66 | $7.27K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 72 | $7.51K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 73 | $8.04K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 75 | $8.26K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 75 | $8.26K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 75 | $8.26K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 77 | $8.48K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 87 | $9.58K | 0.00% | −9−9.4% | Reduced |
| CNB Bank | 90 | $9.91K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 91 | $10.1K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 95 | $10.5K | 0.01% | +37+63.8% | Added |
| Abound Wealth Management | 95 | $10.5K | 0.00% | −8−7.8% | Reduced |
| Toth Financial Advisory Corp | 99 | $10.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 102 | $11.0K | 0.00% | −409−80.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 100 | $11.0K | 0.00% | −50−33.3% | Reduced |
| Westside Investment Management, Inc. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas | 100 | $11.0K | 0.00% | +100 | New |
| Tucker Asset Management LLC | 102 | $11.2K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 105 | $11.6K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 110 | $12.1K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 110 | $12.1K | 0.01% | +2+1.9% | Added |
| Princeton Global Asset Management LLC | 114 | $12.6K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 119 | $13.1K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 125 | $13.8K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 125 | $13.8K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 125 | $13.8K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 131 | $14.4K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 132 | $14.5K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 133 | $14.7K | 0.01% | −45−25.3% | Reduced |
| Cohen & Steers, Inc. | 140 | $15.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 144 | $15.9K | 0.01% | +144 | New |
| GoalVest Advisory LLC | 145 | $16.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 148 | $16.3K | 0.00% | +12+8.8% | Added |
| Kozak & Associates, Inc. | 149 | $16.3K | 0.00% | +1+0.7% | Added |
| Aspect Partners, LLC | 153 | $16.9K | 0.01% | +17+12.5% | Added |
| CBIZ Investment Advisory Services, LLC | 161 | $17.7K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 162 | $17.8K | 0.01% | +1+0.6% | Added |
| Private Wealth Management Group, LLC | 164 | $18.1K | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 166 | $18.3K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 167 | $18.4K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 168 | $18.5K | 0.01% | +1+0.6% | Added |
| VitalStone Financial, LLC | 170 | $18.7K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 175 | $19.3K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 180 | $19.8K | 0.02% | 00.0% | Unchanged |
| Gifford Fong Associates | 178 | $20.0K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 187 | $20.0K | 0.00% | +187 | New |
| RE Dickinson Investment Advisors, LLC | 183 | $20.2K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 200 | $22.0K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 200 | $22.0K | 0.01% | +200 | New |
| Quarry LP | 204 | $22.5K | 0.01% | −295−59.1% | Reduced |
| Ulland Investment Advisors, LLC | 205 | $23.0K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 215 | $23.7K | 0.01% | −400−65.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 215 | $23.7K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 225 | $24.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 227 | $25.0K | 0.00% | +29+14.6% | Added |
| Coppell Advisory Solutions LLC | 227 | $25.0K | 0.00% | +227 | New |
| Atticus Wealth Management, LLC | 227 | $25.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 238 | $26.2K | 0.00% | −11−4.4% | Reduced |
| Timber Creek Capital Management LLC | 250 | $27.5K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 251 | $27.7K | 0.02% | 00.0% | Unchanged |