| Asset Dedication, LLC | 13 | $0 | 0.00% | −290−95.7% | Reduced |
| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | 0 | New |
| Iron Horse Wealth Management, LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2 | $72 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2 | $79 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 5 | $180 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 5 | $180 | 0.00% | +5 | New |
| Bradley & Co. Private Wealth Management, LLC | 6 | $216 | 0.00% | −1,300−99.5% | Reduced |
| Bank of New Hampshire | 6 | $216 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $251 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 7 | $252 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $288 | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 9 | $323 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $323 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 9 | $324 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 9 | $328 | 0.00% | −558−98.4% | Reduced |
| Baldwin Brothers Inc | 10 | $359 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 10 | $360 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 13 | $467 | 0.00% | −1,302−99.0% | Reduced |
| Tfo-TDC, LLC | 15 | $539 | 0.00% | −6−28.6% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 16 | $583 | 0.00% | +16 | New |
| Clarity Asset Management, Inc. | 17 | $611 | 0.00% | +17 | New |
| Atlantic Trust, LLC | 18 | $647 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 18 | $647 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $652 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 20 | $718 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 20 | $718 | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 20 | $718 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 20 | $730 | 0.00% | +20 | New |
| CarsonAllaria Wealth Management, Ltd. | 25 | $909 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 27 | $970 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | −98−86.7% | Reduced |
| Center for Financial Planning, Inc. | 30 | $1.08K | 0.00% | +18+150.0% | Added |
| Activest Wealth Management | 35 | $1.27K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 36 | $1.29K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 39 | $1.40K | 0.00% | +39 | New |
| Creekmur Asset Management LLC | 40 | $1.44K | 0.00% | +40 | New |
| McGlone Suttner Wealth Management, Inc. | 43 | $1.54K | 0.00% | +43 | New |
| Raleigh Capital Management Inc. | 50 | $1.79K | 0.00% | +50 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 50 | $1.80K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 50 | $1.80K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $1.80K | 0.00% | +50 | New |
| Highline Wealth Partners LLC | 51 | $1.83K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 53 | $1.90K | 0.00% | +53 | New |
| VisionPoint Advisory Group, LLC | 55 | $1.98K | 0.00% | +51+1,275.0% | Added |
| Resources Management Corp | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 57 | $2.07K | 0.10% | +18+46.2% | Added |
| Wolff Wiese Magana LLC | 60 | $2.17K | 0.00% | +40+200.0% | Added |
| Northwest Financial Advisors | 62 | $2.23K | 0.00% | +62 | New |
| Kayne Anderson Rudnick Investment Management LLC | 63 | $2.26K | 0.00% | +12+23.5% | Added |
| Silicon Valley Capital Partners | 67 | $2.42K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 68 | $2.44K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 70 | $2.51K | 0.00% | +3+4.5% | Added |
| Albion Financial Group | 76 | $2.73K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 77 | $2.77K | 0.00% | −26,151−99.7% | Reduced |
| TFC Financial Management | 79 | $2.84K | 0.00% | +8+11.3% | Added |
| Winch Advisory Services, LLC | 84 | $3.02K | 0.00% | 00.0% | Unchanged |
| Motco | 85 | $3.05K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 91 | $3.23K | 0.00% | −287−75.9% | Reduced |
| Private Wealth Management Group, LLC | 91 | $3.27K | 0.00% | +91 | New |
| Webster Bank, N. A. | 94 | $3.38K | 0.00% | +72+327.3% | Added |
| REAP Financial Group, LLC | 95 | $3.42K | 0.00% | +95 | New |
| Legend Financial Advisors, Inc. | 96 | $3.45K | 0.00% | 00.0% | Unchanged |
| American National Bank | 96 | $3.45K | 0.00% | +51+113.3% | Added |
| Signature Resources Capital Management, LLC | 97 | $3.48K | 0.00% | +97 | New |
| ClariVest Asset Management LLC | 99 | $3.56K | 0.00% | +80+421.1% | Added |
| Barrett & Company, Inc. | 100 | $3.59K | 0.00% | −60−37.5% | Reduced |
| Stephenson National Bank & Trust | 100 | $3.59K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 100 | $3.59K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 101 | $3.64K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 102 | $3.66K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 103 | $3.68K | 0.00% | +1+1.0% | Added |
| Blume Capital Management, Inc. | 103 | $3.70K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 106 | $3.82K | 0.00% | +106 | New |
| Stephens Consulting, LLC | 108 | $3.87K | 0.00% | +1+0.9% | Added |
| Sawyer & Company, Inc | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 112 | $4.02K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 114 | $4.09K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 118 | $4.24K | 0.00% | +118 | New |
| Bogart Wealth, LLC | 120 | $4.32K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 140 | $4.62K | 0.00% | +140 | New |
| Raffa Wealth Management, LLC | 134 | $4.81K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 134 | $4.81K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 138 | $4.96K | 0.00% | +3+2.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $5.00K | 0.00% | −1,000−87.0% | Reduced |
| McClarren Financial Advisors, Inc. | 152 | $5.00K | 0.00% | +1+0.7% | Added |
| First United Bank Trust | 145 | $5.21K | 0.00% | +145 | New |
| Field & Main Bank | 150 | $5.39K | 0.00% | −203−57.5% | Reduced |
| M&R Capital Management Inc | 150 | $5.39K | 0.00% | −578−79.4% | Reduced |
| Burkett Financial Services, LLC | 152 | $5.47K | 0.00% | +152 | New |
| Orion Capital Management LLC | 153 | $5.50K | 0.00% | +153 | New |
| BKM Wealth Management, LLC | 158 | $5.67K | 0.00% | +158 | New |
| Centerpoint Advisors, LLC | 180 | $6.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 175 | $6.29K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 178 | $6.39K | 0.00% | −3,146−94.6% | Reduced |
| Cambridge Trust Co | 181 | $6.50K | 0.00% | −27−13.0% | Reduced |
| Chesapeake Asset Management LLC | 182 | $6.54K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 187 | $6.71K | 0.01% | −265−58.6% | Reduced |