| Briaud Financial Planning, Inc | 15 | $0 | 0.00% | −148−90.8% | Reduced |
| McClarren Financial Advisors, Inc. | 40 | $0 | 0.00% | +19+90.5% | Added |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 3 | $45 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 4 | $82 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 6 | $123 | 0.00% | −1−14.3% | Reduced |
| Cedar Mountain Advisors, LLC | 10 | $202 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 12 | $246 | 0.00% | +12 | New |
| Aspect Partners, LLC | 13 | $266 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 14 | $286 | 0.00% | +14 | New |
| Kimelman & Baird, LLC | 15 | $307 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 15 | $307 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 15 | $307 | 0.00% | +15 | New |
| Semmax Financial Advisors Inc. | 14 | $315 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 18 | $371 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 19 | $389 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $512 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 29 | $594 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 30 | $614 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 30 | $614 | 0.00% | +30 | New |
| Accordant Advisory Group Inc | 31 | $634 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 31 | $634 | 0.00% | +31 | New |
| NVWM, LLC | 32 | $655 | 0.00% | −10−23.8% | Reduced |
| Criterion Capital Advisors, LLC | 36 | $763 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 39 | $798 | 0.00% | −561−93.5% | Reduced |
| REAP Financial Group, LLC | 40 | $818 | 0.00% | −480−92.3% | Reduced |
| Stone House Investment Management, LLC | 43 | $880 | 0.00% | +43 | New |
| Continuum Advisory, LLC | 46 | $982 | 0.00% | +17+58.6% | Added |
| TSFG, LLC | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 59 | $1.00K | 0.00% | +59 | New |
| GPS Wealth Strategies Group, LLC | 50 | $1.02K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $1.02K | 0.00% | +50 | New |
| Peterson Financial Group, Inc. | 62 | $1.26K | 0.00% | +62 | New |
| Voisard Asset Management Group, Inc. | 63 | $1.29K | 0.00% | −10−13.7% | Reduced |
| Twin Lakes Capital Management, LLC | 63 | $1.29K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 63 | $1.29K | 0.00% | +63 | New |
| Trifecta Capital Advisors, LLC | 71 | $1.45K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 78 | $1.59K | 0.00% | +78 | New |
| City State Bank | 78 | $1.60K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 86 | $1.76K | 0.00% | +41+91.1% | Added |
| BNP Paribas | 100 | $2.05K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $2.05K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 100 | $2.05K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $2.05K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 100 | $2.05K | 0.00% | +100 | New |
| Creative Capital Management Investments LLC | 106 | $2.17K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 107 | $2.19K | 0.00% | −177−62.3% | Reduced |
| Financial Perspectives, Inc | 109 | $2.23K | 0.00% | +1+0.9% | Added |
| DiNuzzo Private Wealth, Inc. | 110 | $2.25K | 0.00% | −4−3.5% | Reduced |
| BBJS Financial Advisors, LLC | 117 | $2.39K | 0.00% | +1+0.9% | Added |
| Park Place Capital Corp | 121 | $2.48K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 123 | $2.51K | 0.00% | +123 | New |
| Fortitude Family Office, LLC | 125 | $2.56K | 0.00% | +125 | New |
| BFSG, LLC | 133 | $2.72K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 134 | $2.74K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 137 | $2.80K | 0.00% | +1+0.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 140 | $2.88K | 0.00% | −10−6.7% | Reduced |
| Transcendent Capital Group LLC | 149 | $3.05K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 163 | $3.33K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 164 | $3.36K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 176 | $3.60K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 180 | $3.68K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 187 | $3.82K | 0.00% | +107+133.8% | Added |
| Bollard Group LLC | 180 | $4.00K | 0.00% | +2+1.1% | Added |
| Colonial Trust Advisors | 200 | $4.09K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 200 | $4.09K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $4.09K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $4.09K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 202 | $4.13K | 0.00% | +202 | New |
| Hoey Investments, Inc | 200 | $4.23K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 214 | $4.40K | 0.01% | +1+0.5% | Added |
| WealthCollab, LLC | 218 | $4.46K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 219 | $4.48K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 227 | $4.64K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 235 | $4.81K | 0.00% | +1+0.4% | Added |
| Kennebec Savings Bank | 239 | $4.89K | 0.00% | +239 | New |
| ORG Partners LLC | 245 | $5.01K | 0.00% | −1,608−86.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 247 | $5.05K | 0.00% | −379−60.5% | Reduced |
| Zions Bancorporation, N.A. | 249 | $5.09K | 0.00% | −716−74.2% | Reduced |
| Northwest Financial Advisors | 250 | $5.12K | 0.00% | +250 | New |
| Carolinas Wealth Consulting LLC | 258 | $5.31K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 263 | $5.38K | 0.00% | +263 | New |
| Gilliland Jeter Wealth Management LLC | 265 | $5.42K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 267 | $5.46K | 0.00% | +127+90.7% | Added |
| Bull Oak Capital, LLC | 269 | $5.50K | 0.00% | +269 | New |
| Planning Capital Management Corp | 271 | $5.55K | 0.00% | +158+139.8% | Added |
| Hazlett, Burt & Watson, Inc. | 300 | $6.00K | 0.00% | −1,043−77.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $6.00K | 0.00% | +300 | New |
| Hollencrest Capital Management | 294 | $6.01K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 316 | $6.47K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 318 | $6.51K | 0.00% | +40+14.4% | Added |
| Davis Capital Management | 340 | $6.95K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 358 | $7.33K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 362 | $7.55K | 0.00% | −122−25.2% | Reduced |
| Delta Asset Management LLC | 375 | $7.67K | 0.00% | −100−21.1% | Reduced |
| Bruce G. Allen Investments, LLC | 382 | $7.82K | 0.01% | +188+96.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 381 | $7.85K | 0.00% | −5−1.3% | Reduced |
| Roble, Belko & Company, Inc | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 372 | $8.00K | 0.00% | 00.0% | Unchanged |