| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| Richard W. Paul & Associates, LLC | 2 | $94 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $143 | 0.00% | +3 | New |
| Evergreen Private Wealth LLC | 5 | $235 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 6 | $284 | 0.00% | −5,657−99.9% | Reduced |
| ClariVest Asset Management LLC | 16 | $734 | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 18 | $846 | 0.00% | +18 | New |
| McClarren Financial Advisors, Inc. | 14 | $1.00K | 0.00% | +1+7.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 22 | $1.03K | 0.00% | +22 | New |
| MB, Levis & Associates, LLC | 25 | $1.19K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 26 | $1.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $1.22K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 26 | $1.22K | 0.00% | +26 | New |
| NVWM, LLC | 27 | $1.27K | 0.00% | +27 | New |
| Game Plan Financial Advisors, LLC | 30 | $1.41K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 38 | $1.79K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 39 | $1.83K | 0.00% | +8+25.8% | Added |
| True Wealth Design, LLC | 42 | $1.98K | 0.00% | +24+133.3% | Added |
| Hazlett, Burt & Watson, Inc. | 41 | $2.00K | 0.00% | −59−59.0% | Reduced |
| Tfo-TDC, LLC | 46 | $2.16K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 48 | $2.26K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 50 | $2.35K | 0.00% | +50 | New |
| Archer Investment Corp | 54 | $2.54K | 0.00% | −82−60.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 57 | $2.68K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 62 | $2.91K | 0.00% | +11+21.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 56 | $3.00K | 0.00% | −271−82.9% | Reduced |
| Naples Money Management LLC | 67 | $3.15K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 71 | $3.34K | 0.17% | −10−12.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 73 | $3.43K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 73 | $3.43K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 75 | $4.00K | 0.00% | −135−64.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 87 | $4.09K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 91 | $4.28K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 94 | $4.42K | 0.00% | +78+487.5% | Added |
| MeadowBrook Investment Advisors LLC | 100 | $4.70K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $4.70K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $4.70K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 116 | $4.75K | 0.00% | +10+9.4% | Added |
| Trifecta Capital Advisors, LLC | 101 | $4.75K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 102 | $4.80K | 0.00% | −27,975−99.6% | Reduced |
| Redmont Wealth Advisors LLC | 102 | $4.80K | 0.01% | +102 | New |
| Estabrook Capital Management | 103 | $4.84K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 106 | $4.98K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 106 | $4.99K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $5.00K | 0.00% | +13+14.9% | Added |
| RE Dickinson Investment Advisors, LLC | 103 | $5.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 112 | $5.27K | 0.00% | +22+24.4% | Added |
| SJS Investment Consulting Inc. | 112 | $5.27K | 0.00% | −51−31.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 116 | $5.45K | 0.00% | +3+2.7% | Added |
| Abich Financial Wealth Management LLC | 120 | $5.64K | 0.00% | +120 | New |
| Toth Financial Advisory Corp | 120 | $5.64K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 120 | $5.64K | 0.00% | +34+39.5% | Added |
| Private Ocean, LLC | 122 | $5.74K | 0.00% | +122 | New |
| Dunhill Financial, LLC | 126 | $5.92K | 0.00% | +25+24.8% | Added |
| West Oak Capital, LLC | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 120 | $6.00K | 0.01% | +120 | New |
| Sofos Investments, Inc. | 130 | $6.11K | 0.00% | +93+251.4% | Added |
| Boyd Watterson Asset Management LLC | 144 | $6.77K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 145 | $6.82K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 152 | $7.15K | 0.00% | +152 | New |
| RFP Financial Group LLC | 163 | $7.66K | 0.00% | −7−4.1% | Reduced |
| Godsey & Gibb Associates | 170 | $7.99K | 0.00% | −1,530−90.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 174 | $8.17K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 181 | $8.57K | 0.01% | +181 | New |
| Fortitude Family Office, LLC | 185 | $8.70K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 186 | $8.75K | 0.00% | +186 | New |
| City State Bank | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 211 | $9.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 201 | $9.44K | 0.01% | +1+0.5% | Added |
| Tucker Asset Management LLC | 208 | $9.78K | 0.00% | −2,730−92.9% | Reduced |
| HighMark Wealth Management LLC | 156 | $9.78K | 0.01% | −26−14.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 212 | $9.97K | 0.00% | +50+30.9% | Added |
| Versant Capital Management, Inc | 212 | $9.99K | 0.00% | −110−34.2% | Reduced |
| Operose Advisors LLC | 221 | $10.4K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 225 | $10.6K | 0.00% | −518−69.7% | Reduced |
| Rakuten Securities, Inc. | 226 | $10.6K | 0.00% | −3,850−94.5% | Reduced |
| Cedar Mountain Advisors, LLC | 226 | $10.6K | 0.00% | +100+79.4% | Added |
| Cassady Schiller Wealth Management, LLC | 235 | $11.1K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 235 | $11.1K | 0.00% | +124+111.7% | Added |
| JJJ Advisors Inc. | 239 | $11.2K | 0.00% | +115+92.7% | Added |
| JNBA Financial Advisors | 242 | $11.4K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 246 | $11.6K | 0.00% | +206+515.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 249 | $11.7K | 0.00% | +1+0.4% | Added |
| Impact Partnership Wealth, LLC | 250 | $11.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 252 | $11.8K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 252 | $11.9K | 0.00% | +1+0.4% | Added |
| Valued Wealth Advisors LLC | 254 | $11.9K | 0.01% | +52+25.7% | Added |
| Wolff Wiese Magana LLC | 255 | $12.0K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 250 | $12.5K | 0.01% | +6+2.5% | Added |
| Peoples Financial Services Corp. | 268 | $12.6K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 272 | $12.9K | 0.01% | +1+0.4% | Added |
| Delta Asset Management LLC | 279 | $13.1K | 0.00% | −9−3.1% | Reduced |
| Abound Wealth Management | 283 | $13.3K | 0.01% | +12+4.4% | Added |
| Planning Capital Management Corp | 285 | $13.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 290 | $13.6K | 0.00% | +40+16.0% | Added |
| GHP Investment Advisors, Inc. | 300 | $14.1K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 310 | $14.6K | 0.00% | −13−4.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 311 | $14.6K | 0.00% | +311 | New |
| Continuum Advisory, LLC | 298 | $15.2K | 0.00% | −30,726−99.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 566 | $15.5K | 0.00% | 00.0% | Unchanged |
