| Concord Wealth Partners | 0 | $34 | 0.00% | −1,706−100.0% | Reduced |
| Capstone Investment Advisors, LLC | 1 | $265 | 0.00% | −649−99.8% | Reduced |
| Kessler Investment Group, LLC | 1 | $265 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 2 | $530 | 0.00% | +2 | New |
| Tortoise Investment Management, LLC | 3 | $795 | 0.00% | +3 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $1.85K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $2.00K | 0.00% | +4+133.3% | Added |
| MCF Advisors LLC | 8 | $2.12K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 9 | $2.38K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 10 | $2.65K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 10 | $2.65K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 10 | $2.65K | 0.13% | +1+11.1% | Added |
| AlphaMark Advisors, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 13 | $3.44K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 15 | $3.97K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 16 | $4.24K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 19 | $5.03K | 0.01% | +19 | New |
| Coppell Advisory Solutions LLC | 30 | $5.20K | 0.00% | −152−83.5% | Reduced |
| Silicon Valley Capital Partners | 22 | $5.80K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $6.00K | 0.00% | +9+56.3% | Added |
| TLW Wealth Management, LLC | 23 | $6.09K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 23 | $6.09K | 0.00% | +3+15.0% | Added |
| Team Financial Group, LLC | 23 | $6.09K | 0.01% | +23 | New |
| West Financial Advisors, LLC | 25 | $6.62K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 25 | $6.62K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 26 | $6.89K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 27 | $7.19K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 29 | $7.68K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 31 | $8.21K | 0.00% | −219−87.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 32 | $8.52K | 0.00% | −89−73.6% | Reduced |
| Stephens Consulting, LLC | 33 | $8.68K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 33 | $8.74K | 0.00% | −17−34.0% | Reduced |
| Pacific Center for Financial Services | 33 | $8.74K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 34 | $9.01K | 0.01% | +34 | New |
| Jackson, Grant Investment Advisers, Inc. | 37 | $9.80K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 37 | $9.80K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 40 | $10.6K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 40 | $10.6K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 40 | $10.6K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 40 | $10.6K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 40 | $11.0K | 0.00% | −12,086−99.7% | Reduced |
| Chesapeake Asset Management LLC | 42 | $11.3K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 43 | $11.5K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 45 | $11.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 45 | $11.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 45 | $12.0K | 0.00% | −127−73.8% | Reduced |
| VitalStone Financial, LLC | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 44 | $12.0K | 0.00% | +20+83.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 46 | $12.2K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 49 | $12.8K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 49 | $13.0K | 0.00% | +5+11.4% | Added |
| Evermay Wealth Management LLC | 50 | $13.2K | 0.00% | −7−12.3% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 50 | $13.2K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 50 | $13.2K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 50 | $13.2K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $13.2K | 0.00% | +50 | New |
| Johnson Financial Group, Inc. | 50 | $13.3K | 0.00% | −9−15.3% | Reduced |
| Cedar Mountain Advisors, LLC | 51 | $13.5K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 53 | $14.0K | 0.01% | +1+1.9% | Added |
| Abound Wealth Management | 53 | $14.0K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 54 | $14.3K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 56 | $14.8K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 57 | $15.2K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 60 | $16.0K | 0.00% | +10+20.0% | Added |
| NewSquare Capital LLC | 62 | $16.5K | 0.00% | +60+3,000.0% | Added |
| CoreFirst Bank & Trust | 65 | $17.2K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 66 | $17.5K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 67 | $18.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 68 | $18.0K | 0.00% | −17−20.0% | Reduced |
| Financial Perspectives, Inc | 69 | $18.3K | 0.01% | +14+25.5% | Added |
| New England Capital Financial Advisors LLC | 73 | $19.4K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 73 | $19.4K | 0.01% | −5−6.4% | Reduced |
| West Oak Capital, LLC | 77 | $20.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 76 | $20.0K | 0.01% | +6+8.6% | Added |
| Focused Wealth Management, Inc | 78 | $20.6K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 84 | $22.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 88 | $23.3K | 0.01% | −7−7.4% | Reduced |
| Bourgeon Capital Management LLC | 90 | $23.8K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 90 | $23.8K | 0.01% | +90 | New |
| HighMark Wealth Management LLC | 91 | $24.0K | 0.02% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 91 | $24.1K | 0.03% | +91 | New |
| Silvant Capital Management LLC | 96 | $25.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 97 | $25.7K | 0.00% | +4+4.3% | Added |
| Piscataqua Savings Bank | 100 | $26.5K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 100 | $26.5K | 0.00% | −410−80.4% | Reduced |
| C M Bidwell & Associates Ltd | 100 | $26.5K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 100 | $26.5K | 0.02% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 100 | $26.5K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 103 | $27.3K | 0.00% | +103 | New |
| Fairfield Financial Advisors, LTD | 105 | $27.8K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 107 | $28.2K | 0.01% | +1+0.9% | Added |
| Tfo-TDC, LLC | 114 | $28.3K | 0.01% | +1+0.9% | Added |
| Cherry Tree Wealth Management, LLC | 109 | $28.9K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 117 | $31.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 128 | $34.0K | 0.01% | +12+10.3% | Added |