| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1 | $166 | 0.00% | −69−98.6% | Reduced |
| WestEnd Advisors, LLC | 1 | $166 | 0.00% | −1−50.0% | Reduced |
| American Capital Advisory, LLC | 1 | $166 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $166 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $166 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $166 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $243 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2 | $331 | 0.00% | −4−66.7% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $331 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $331 | 0.00% | +1+100.0% | Added |
| Ancora Advisors, LLC | 2 | $331 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $332 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $496 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 3 | $497 | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 3 | $497 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $497 | 0.00% | +3 | New |
| Silicon Valley Capital Partners | 4 | $662 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 4 | $662 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $662 | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 4 | $662 | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $828 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 5 | $828 | 0.00% | +1+25.0% | Added |
| NVWM, LLC | 5 | $828 | 0.00% | +4+400.0% | Added |
| ORG Partners LLC | 6 | $976 | 0.00% | +6 | New |
| Rossby Financial, LCC | 6 | $993 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 6 | $993 | 0.00% | −659−99.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 6 | $994 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $1.16K | 0.00% | +7 | New |
| True Wealth Design, LLC | 8 | $1.26K | 0.00% | −1−11.1% | Reduced |
| Raffa Wealth Management, LLC | 8 | $1.32K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 9 | $1.49K | 0.07% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 9 | $1.49K | 0.00% | +6+200.0% | Added |
| Duncker Streett & Co Inc | 10 | $1.66K | 0.00% | −13,400−99.9% | Reduced |
| Kiker Wealth Management, LLC | 10 | $1.66K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 10 | $1.66K | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $1.66K | 0.00% | −5−33.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 11 | $1.82K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 11 | $1.82K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $1.82K | 0.00% | +11 | New |
| Roxbury Financial LLC | 12 | $1.99K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 12 | $1.99K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $1.99K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 12 | $1.99K | 0.00% | +12 | New |
| Activest Wealth Management | 13 | $2.15K | 0.00% | −9−40.9% | Reduced |
| Center for Financial Planning, Inc. | 13 | $2.15K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 15 | $2.48K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $2.48K | 0.00% | −3−16.7% | Reduced |
| Evermay Wealth Management LLC | 15 | $2.48K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 17 | $2.77K | 0.00% | −15−46.9% | Reduced |
| Horizon Financial Services, LLC | 18 | $2.98K | 0.00% | +10+125.0% | Added |
| Cornerstone Planning Group LLC | 16 | $2.99K | 0.00% | +9+128.6% | Added |
| Avion Wealth | 21 | $3.00K | 0.00% | +3+16.7% | Added |
| Brown, Lisle/Cummings, Inc. | 20 | $3.31K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20 | $3.31K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 20 | $3.31K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 22 | $3.42K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $3.64K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 22 | $3.64K | 0.00% | +9+69.2% | Added |
| Howard Hughes Medical Institute | 23 | $3.81K | 0.00% | +23 | New |
| Armstrong Advisory Group, Inc | 24 | $3.97K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 24 | $3.97K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 25 | $4.14K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 25 | $4.14K | 0.00% | −25−50.0% | Reduced |
| AllSquare Wealth Management LLC | 25 | $4.14K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 25 | $4.14K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 27 | $4.47K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 29 | $4.80K | 0.00% | +29 | New |
| WPG Advisers, LLC | 29 | $4.80K | 0.00% | −72−71.3% | Reduced |
| Transce3nd, LLC | 30 | $4.97K | 0.00% | +30 | New |
| JTC Employer Solutions Trusteee Ltd | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $5.00K | 0.00% | +7+33.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 30 | $5.00K | 0.00% | +30 | New |
| CBIZ Investment Advisory Services, LLC | 32 | $5.30K | 0.00% | +7+28.0% | Added |
| Private Wealth Management Group, LLC | 32 | $5.30K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 33 | $5.46K | 0.00% | −69−67.6% | Reduced |
| NBT Bank N A | 34 | $5.63K | 0.00% | −100−74.6% | Reduced |
| Cetera Trust Company, N.A | 34 | $5.63K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 35 | $5.79K | 0.00% | +8+29.6% | Added |
| Mount Yale Investment Advisors, LLC | 35 | $5.79K | 0.00% | +35 | New |
| Highline Wealth Partners LLC | 40 | $6.62K | 0.00% | +40 | New |
| Colonial Trust Co | 42 | $6.95K | 0.00% | −17−28.8% | Reduced |
| Vision Financial Markets LLC | 42 | $6.95K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 47 | $7.15K | 0.00% | −138−74.6% | Reduced |
| NewSquare Capital LLC | 46 | $7.62K | 0.00% | +19+70.4% | Added |
| Bell Investment Advisors, Inc | 48 | $7.95K | 0.00% | +7+17.1% | Added |
| Larson Financial Group LLC | 49 | $8.11K | 0.00% | −207−80.9% | Reduced |
| JFS Wealth Advisors, LLC | 50 | $8.28K | 0.00% | −5−9.1% | Reduced |
| HighMark Wealth Management LLC | 50 | $8.28K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 54 | $8.94K | 0.00% | +18+50.0% | Added |
| Rothschild Investment LLC | 57 | $9.44K | 0.00% | +13+29.5% | Added |
| HHM Wealth Advisors, LLC | 64 | $10.6K | 0.00% | +64 | New |
| Twin Peaks Wealth Advisors, LLC | 59 | $10.8K | 0.00% | +59 | New |
| Bruce G. Allen Investments, LLC | 68 | $11.3K | 0.01% | +30+78.9% | Added |
| Mascoma Wealth Management LLC | 69 | $11.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 70 | $11.6K | 0.00% | +70 | New |
| Brown Brothers Harriman & Co | 71 | $11.8K | 0.00% | +33+86.8% | Added |
| HM Payson & Co | 71 | $11.8K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 72 | $11.9K | 0.00% | +72 | New |
| Farmers & Merchants Investments Inc | 74 | $12.3K | 0.00% | −1−1.3% | Reduced |