| Dogwood Wealth Management LLC | 0 | $11 | 0.00% | 0 | New |
| NewSquare Capital LLC | 0 | $30 | 0.00% | −62−100.0% | Reduced |
| Ibex Wealth Advisors | 1 | $211 | 0.05% | +1 | New |
| Kessler Investment Group, LLC | 1 | $253 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 3 | $758 | 0.00% | +3 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $1.01K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $1.01K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 4 | $1.01K | 0.00% | +4 | New |
| Stone House Investment Management, LLC | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $1.77K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7 | $1.77K | 0.00% | +7 | New |
| American Capital Advisory, LLC | 7 | $1.77K | 0.00% | +7 | New |
| Retirement Group, LLC | 9 | $2.28K | 0.00% | +9 | New |
| Laffer Tengler Investments | 10 | $2.53K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 10 | $2.53K | 0.00% | +10 | New |
| AlphaMark Advisors, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 12 | $3.05K | 0.00% | +12 | New |
| Northwest Capital Management Inc | 13 | $3.29K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 13 | $3.29K | 0.00% | +13 | New |
| PayPay Securities Corp | 13 | $3.52K | 0.17% | +3+30.0% | Added |
| Aspect Partners, LLC | 14 | $3.54K | 0.00% | +14 | New |
| Caldwell Sutter Capital, Inc. | 15 | $3.79K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $4.00K | 0.00% | +16 | New |
| Avion Wealth | 16 | $4.00K | 0.00% | −9−36.0% | Reduced |
| MCF Advisors LLC | 16 | $4.05K | 0.00% | +8+100.0% | Added |
| MeadowBrook Investment Advisors LLC | 16 | $4.05K | 0.00% | +16 | New |
| Fortitude Family Office, LLC | 17 | $4.30K | 0.00% | +17 | New |
| GoalVest Advisory LLC | 18 | $4.55K | 0.00% | +16+800.0% | Added |
| Loomis Sayles & Co L P | 20 | $5.00K | 0.00% | +20 | New |
| FSA Wealth Management LLC | 18 | $5.00K | 0.00% | +18 | New |
| Long Island Wealth Management, Inc. | 18 | $5.00K | 0.00% | +18 | New |
| Strengthening Families & Communities, LLC | 20 | $5.08K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 22 | $5.57K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 22 | $5.57K | 0.00% | −18−45.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $5.57K | 0.00% | +22 | New |
| Team Financial Group, LLC | 23 | $5.82K | 0.00% | 00.0% | Unchanged |
| TLW Wealth Management, LLC | 23 | $5.82K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 23 | $5.82K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 24 | $6.07K | 0.01% | −10−29.4% | Reduced |
| United Community Bank | 25 | $6.32K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 25 | $6.33K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 25 | $6.33K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 26 | $6.58K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 27 | $6.83K | 0.00% | +17+170.0% | Added |
| Lee Financial Co | 27 | $6.87K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 26 | $6.93K | 0.01% | +26 | New |
| Nalls Sherbakoff Group, LLC | 29 | $7.34K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 31 | $7.84K | 0.00% | +31 | New |
| Strategic Investment Solutions, Inc. | 32 | $8.08K | 0.00% | −1,984−98.4% | Reduced |
| Stephens Consulting, LLC | 33 | $8.30K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 33 | $8.35K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 33 | $8.35K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 35 | $8.85K | 0.00% | +35 | New |
| Game Plan Financial Advisors, LLC | 35 | $8.85K | 0.01% | +35 | New |
| ClariVest Asset Management LLC | 36 | $9.11K | 0.00% | +29+414.3% | Added |
| USA Financial Portformulas Corp | 37 | $9.36K | 0.00% | −959−96.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 37 | $9.36K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 37 | $9.36K | 0.01% | 00.0% | Unchanged |
| Vima LLC | 38 | $9.61K | 0.02% | +38 | New |
| Fairfield, Bush & Co. | 39 | $9.95K | 0.01% | +39 | New |
| Luken Investment Analytics, LLC | 40 | $10.1K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 40 | $10.1K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 40 | $10.2K | 0.02% | +40 | New |
| Chesapeake Asset Management LLC | 42 | $10.8K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 43 | $11.0K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 45 | $11.4K | 0.01% | −105−70.0% | Reduced |
| Operose Advisors LLC | 45 | $11.4K | 0.00% | −150−76.9% | Reduced |
| Pittenger & Anderson Inc | 45 | $11.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 45 | $11.4K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 46 | $11.6K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 47 | $11.9K | 0.00% | +47 | New |
| Capital Analysts, LLC | 49 | $12.0K | 0.00% | +4+8.9% | Added |
| Delos Wealth Advisors, LLC | 49 | $12.4K | 0.02% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 50 | $12.6K | 0.00% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 50 | $12.6K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 50 | $12.6K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 50 | $12.6K | 0.00% | +50 | New |
| Transcendent Capital Group LLC | 50 | $12.6K | 0.01% | +50 | New |
| Broadwater Capital Management LLC | 50 | $12.6K | 0.01% | +50 | New |
| Cedar Mountain Advisors, LLC | 51 | $12.9K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 52 | $13.2K | 0.00% | +2+4.0% | Added |
| Activest Wealth Management | 53 | $13.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 53 | $13.4K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 54 | $13.7K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 55 | $13.9K | 0.00% | −1−1.8% | Reduced |
| LM Advisors LLC | 56 | $14.2K | 0.00% | +56 | New |
| New Millennium Group LLC | 58 | $14.6K | 0.01% | +1+1.8% | Added |
| Frazier Financial Advisors, LLC | 61 | $15.4K | 0.01% | +61 | New |
| JJJ Advisors Inc. | 63 | $15.9K | 0.00% | +14+28.6% | Added |
| American National Bank | 64 | $16.2K | 0.00% | −405−86.4% | Reduced |
| CoreFirst Bank & Trust | 65 | $16.4K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 65 | $16.4K | 0.01% | +65 | New |
| Boyd Watterson Asset Management LLC | 66 | $16.7K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 67 | $17.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 68 | $17.2K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 69 | $17.5K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 73 | $18.6K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 73 | $18.6K | 0.01% | 00.0% | Unchanged |