| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Y.D. More Investments Ltd | 81 | $28 | 0.00% | −68−45.6% | Reduced |
| Mendota Financial Group, LLC | 1 | $123 | 0.00% | +1 | New |
| First Personal Financial Services | 2 | $246 | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 6 | $755 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 7 | $861 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 8 | $983 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 10 | $1.00K | 0.00% | +10 | New |
| Beaird Harris Wealth Management, LLC | 9 | $1.11K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $1.23K | 0.00% | −2−16.7% | Reduced |
| Estabrook Capital Management | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 12 | $1.48K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.72K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 16 | $1.97K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 17 | $2.09K | 0.00% | +17 | New |
| Investors Research Corp | 19 | $2.34K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 19 | $2.34K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 20 | $2.46K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 19 | $2.55K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 21 | $2.58K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 21 | $2.58K | 0.00% | +1+5.0% | Added |
| Prestige Wealth Management Group LLC | 21 | $2.58K | 0.00% | +5+31.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 21 | $2.58K | 0.00% | +21 | New |
| Plante Moran Financial Advisors, LLC | 21 | $2.61K | 0.00% | +21 | New |
| Spectrum Wealth Counsel, LLC | 23 | $2.83K | 0.00% | −775−97.1% | Reduced |
| True Wealth Design, LLC | 26 | $3.20K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 26 | $3.31K | 0.00% | +26 | New |
| Live Oak Investment Partners | – | $3.69K | 0.00% | – | – |
| Altshuler Shaham Ltd | 31 | $3.81K | 0.00% | +1+3.3% | Added |
| Beacon Capital Management, LLC | 33 | $4.06K | 0.00% | +16+94.1% | Added |
| Chesapeake Asset Management LLC | 34 | $4.27K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 35 | $4.30K | 0.00% | −10−22.2% | Reduced |
| WealthCollab, LLC | 35 | $4.30K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 35 | $4.30K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 36 | $4.43K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 37 | $4.55K | 0.00% | +37 | New |
| Private Wealth Management Group, LLC | 38 | $4.67K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 39 | $4.79K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 39 | $4.83K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 40 | $4.92K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 40 | $4.92K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 45 | $5.53K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 45 | $5.57K | 0.00% | +45 | New |
| DiNuzzo Private Wealth, Inc. | 47 | $5.78K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 50 | $6.15K | 0.00% | +7+16.3% | Added |
| Planning Capital Management Corp | 52 | $6.45K | 0.00% | +52 | New |
| Lummis Asset Management, LP | 58 | $7.13K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 60 | $7.38K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 60 | $7.38K | 0.01% | +60 | New |
| New Millennium Group LLC | 61 | $7.54K | 0.00% | −11−15.3% | Reduced |
| Addison Advisors LLC | 63 | $7.75K | 0.00% | −62−49.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 63 | $7.84K | 0.00% | −3−4.5% | Reduced |
| Cornerstone Planning Group LLC | 66 | $7.95K | 0.00% | +4+6.5% | Added |
| Park Place Capital Corp | 65 | $7.99K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 67 | $8.00K | 0.00% | +36+116.1% | Added |
| Cetera Trust Company, N.A | 67 | $8.24K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 67 | $8.24K | 0.01% | +67 | New |
| Red Tortoise LLC | 68 | $8.36K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 70 | $8.61K | 0.00% | −179−71.9% | Reduced |
| St Germain D J Co Inc | 70 | $8.61K | 0.00% | −139−66.5% | Reduced |
| Frazier Financial Advisors, LLC | 71 | $8.73K | 0.01% | −6−7.8% | Reduced |
| Highline Wealth Partners LLC | 76 | $9.34K | 0.00% | +18+31.0% | Added |
| Golden State Equity Partners | 77 | $9.48K | 0.00% | +77 | New |
| Valued Wealth Advisors LLC | 80 | $9.80K | 0.01% | −30−27.3% | Reduced |
| Coppell Advisory Solutions LLC | 81 | $9.92K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 91 | $11.1K | 0.00% | −44−32.6% | Reduced |
| Sound Income Strategies, LLC | 95 | $11.7K | 0.00% | +1+1.1% | Added |
| Abound Wealth Management | 96 | $11.8K | 0.00% | +3+3.2% | Added |
| Archer Investment Corp | 97 | $11.9K | 0.00% | −4−4.0% | Reduced |
| TCTC Holdings, LLC | 100 | $12.3K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $12.3K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 103 | $12.7K | 0.01% | +10+10.8% | Added |
| SJS Investment Consulting Inc. | 106 | $13.0K | 0.00% | +57+116.3% | Added |
| Barrett & Company, Inc. | 110 | $13.6K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 115 | $14.1K | 0.01% | 00.0% | Unchanged |
| City State Bank | 115 | $14.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 116 | $14.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 121 | $14.8K | 0.00% | +1+0.8% | Added |
| Creative Financial Designs Inc | 124 | $15.2K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 125 | $15.4K | 0.01% | −25−16.7% | Reduced |
| Slocum, Gordon & Co LLP | 126 | $15.5K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 127 | $15.6K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 129 | $15.9K | 0.00% | −49−27.5% | Reduced |
| ORG Wealth Partners, LLC | 133 | $16.3K | 0.01% | +133 | New |
| Sittner & Nelson, LLC | 140 | $17.2K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 141 | $17.3K | 0.00% | +81+135.0% | Added |
| Neo Ivy Capital Management | 144 | $18.0K | 0.01% | +144 | New |
| Alpine Bank Wealth Management | 150 | $18.4K | 0.00% | +150 | New |
| West Paces Advisors Inc. | 153 | $18.8K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 155 | $19.1K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 158 | $19.4K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 158 | $19.5K | 0.02% | +158 | New |
| McIlrath & Eck, LLC | 163 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 164 | $20.2K | 0.00% | −29−15.0% | Reduced |
| Legacy Investment Solutions, LLC | 153 | $20.6K | 0.01% | +153 | New |
| Legacy Wealth Managment, LLC | 153 | $20.6K | 0.01% | +153 | New |