| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Family Firm, Inc. | 0 | $13 | 0.00% | 0 | New |
| Y.D. More Investments Ltd | 149 | $50 | 0.00% | +149 | New |
| Sofos Investments, Inc. | 4 | $503 | 0.00% | −202−98.1% | Reduced |
| ClariVest Asset Management LLC | 6 | $755 | 0.00% | −37−86.0% | Reduced |
| Center for Financial Planning, Inc. | 7 | $882 | 0.00% | −1,000−99.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 8 | $1.01K | 0.00% | +8 | New |
| Beaird Harris Wealth Management, LLC | 9 | $1.13K | 0.00% | −9−50.0% | Reduced |
| Estabrook Capital Management | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 12 | $1.51K | 0.00% | +2+20.0% | Added |
| Logan Capital Management Inc | 12 | $1.51K | 0.00% | +12 | New |
| Pension & Wealth Management Advisors, Inc. | 13 | $1.68K | 0.00% | −277−95.5% | Reduced |
| Raffa Wealth Management, LLC | 14 | $1.76K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Trifecta Capital Advisors, LLC | 16 | $2.01K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $2.01K | 0.00% | +5+45.5% | Added |
| EnRich Financial Partners LLC | 17 | $2.14K | 0.00% | +17 | New |
| Beacon Capital Management, LLC | 17 | $2.15K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 19 | $2.39K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 19 | $2.39K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 19 | $2.39K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 19 | $2.52K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 21 | $2.64K | 0.00% | −40−65.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 24 | $3.07K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $3.27K | 0.00% | +6+30.0% | Added |
| Altshuler Shaham Ltd | 30 | $3.78K | 0.00% | +30 | New |
| Live Oak Investment Partners | – | $3.78K | 0.00% | – | New |
| Financial Management Professionals, Inc. | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 34 | $4.34K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 35 | $4.41K | 0.00% | +35 | New |
| WealthCollab, LLC | 35 | $4.41K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 36 | $4.53K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 38 | $4.78K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 39 | $4.91K | 0.00% | −76−66.1% | Reduced |
| Redmont Wealth Advisors LLC | 39 | $4.91K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 40 | $4.98K | 0.00% | +2+5.3% | Added |
| VitalStone Financial, LLC | 40 | $5.04K | 0.00% | −39−49.4% | Reduced |
| HighMark Wealth Management LLC | 43 | $5.41K | 0.00% | +5+13.2% | Added |
| TFC Financial Management | 45 | $5.67K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 45 | $5.67K | 0.00% | +10+28.6% | Added |
| DiNuzzo Private Wealth, Inc. | 47 | $5.92K | 0.00% | +10+27.0% | Added |
| Penserra Capital Management LLC | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 47 | $6.01K | 0.00% | +47 | New |
| SJS Investment Consulting Inc. | 49 | $6.17K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 51 | $6.42K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 56 | $7.05K | 0.00% | +56 | New |
| Lummis Asset Management, LP | 58 | $7.30K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 58 | $7.30K | 0.00% | +38+190.0% | Added |
| Eagle Bay Advisors LLC | 60 | $7.55K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 60 | $7.55K | 0.00% | +60 | New |
| GHP Investment Advisors, Inc. | 60 | $7.55K | 0.00% | +60 | New |
| Cornerstone Planning Group LLC | 62 | $7.63K | 0.00% | +14+29.2% | Added |
| Park Place Capital Corp | 65 | $8.18K | 0.00% | −46−41.4% | Reduced |
| Quarry LP | 66 | $8.31K | 0.00% | −103−60.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 66 | $8.41K | 0.00% | −397−85.7% | Reduced |
| Cetera Trust Company, N.A | 67 | $8.43K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 68 | $8.56K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 72 | $9.12K | 0.01% | −6,711−98.9% | Reduced |
| Frazier Financial Advisors, LLC | 77 | $9.69K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 81 | $10.2K | 0.00% | +81 | New |
| Brown Financial Advisors | 81 | $10.2K | 0.00% | +81 | New |
| Innealta Capital, LLC | 84 | $10.6K | 0.00% | +84 | New |
| Opal Wealth Advisors, LLC | 87 | $11.0K | 0.00% | +87 | New |
| Tyler-Stone Wealth Management | 89 | $11.2K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 93 | $11.7K | 0.01% | +66+244.4% | Added |
| Abound Wealth Management | 93 | $11.7K | 0.00% | −14−13.1% | Reduced |
| Sound Income Strategies, LLC | 94 | $11.8K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 100 | $12.0K | 0.00% | +100 | New |
| TCTC Holdings, LLC | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $12.6K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 100 | $12.6K | 0.01% | +99+9,900.0% | Added |
| Archer Investment Corp | 101 | $12.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 108 | $13.6K | 0.00% | +71+191.9% | Added |
| Valued Wealth Advisors LLC | 110 | $13.8K | 0.01% | +44+66.7% | Added |
| Barrett & Company, Inc. | 110 | $13.8K | 0.01% | +1+0.9% | Added |
| Adirondack Trust Co | 115 | $14.5K | 0.01% | 00.0% | Unchanged |
| City State Bank | 115 | $14.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 116 | $14.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 120 | $15.1K | 0.00% | −47−28.1% | Reduced |
| Creative Financial Designs Inc | 124 | $15.6K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 125 | $15.7K | 0.01% | +125 | New |
| Slocum, Gordon & Co LLP | 126 | $15.9K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 127 | $16.0K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 135 | $17.0K | 0.00% | −61−31.1% | Reduced |
| Sittner & Nelson, LLC | 140 | $17.6K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 144 | $18.1K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 150 | $18.9K | 0.01% | −100−40.0% | Reduced |
| West Paces Advisors Inc. | 153 | $19.3K | 0.01% | −46−23.1% | Reduced |
| First Community Trust NA | 155 | $19.5K | 0.02% | +155 | New |
| Redwood Wealth Management Group, LLC | 155 | $19.6K | 0.01% | +155 | New |
| Fortitude Family Office, LLC | 158 | $19.9K | 0.01% | +16+11.3% | Added |
| Dunhill Financial, LLC | 159 | $20.0K | 0.01% | +141+783.3% | Added |
| McIlrath & Eck, LLC | 163 | $20.5K | 0.00% | −75−31.5% | Reduced |