| Strengthening Families & Communities, LLC | 3 | $0 | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Valued Wealth Advisors LLC | 1 | $137 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $137 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $137 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $137 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 2 | $274 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $274 | 0.00% | +1+100.0% | Added |
| Beacon Capital Management, LLC | 3 | $410 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $411 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 5 | $684 | 0.00% | −68−93.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 7 | $957 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 7 | $957 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | +3+27.3% | Added |
| Briaud Financial Planning, Inc | 10 | $1.00K | 0.00% | +10 | New |
| Red Tortoise LLC | 8 | $1.09K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $1.09K | 0.00% | +2+33.3% | Added |
| Hexagon Capital Partners LLC | 9 | $1.23K | 0.00% | −6−40.0% | Reduced |
| Caitlin John, LLC | 9 | $1.23K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 9 | $1.23K | 0.00% | +9 | New |
| Castleview Partners, LLC | 9 | $1.23K | 0.00% | +9 | New |
| Toth Financial Advisory Corp | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 10 | $1.37K | 0.00% | +10 | New |
| MCF Advisors LLC | 11 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $1.64K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 18 | $2.46K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $2.46K | 0.00% | +3+20.0% | Added |
| Sachetta, LLC | 19 | $2.58K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 19 | $2.60K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $2.60K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $2.64K | 0.00% | +3+18.8% | Added |
| McIlrath & Eck, LLC | 20 | $2.73K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 24 | $3.00K | 0.00% | −21−46.7% | Reduced |
| Crewe Advisors LLC | 22 | $3.01K | 0.00% | +22 | New |
| Glen Eagle Advisors, LLC | 23 | $3.15K | 0.00% | +23 | New |
| Logan Capital Management Inc | 24 | $3.28K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $3.28K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 24 | $3.28K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 26 | $3.42K | 0.00% | +26 | New |
| Spectrum Wealth Counsel, LLC | 27 | $3.69K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 30 | $4.10K | 0.00% | +30 | New |
| Tyler-Stone Wealth Management | 32 | $4.38K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 35 | $4.79K | 0.00% | −250−87.7% | Reduced |
| SYSTM Wealth Solutions LLC | 35 | $4.79K | 0.00% | −787−95.7% | Reduced |
| Washington Trust Advisors, Inc. | 35 | $4.79K | 0.00% | −9−20.5% | Reduced |
| CKW Financial Group | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 38 | $5.20K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 42 | $5.74K | 0.00% | −334−88.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 42 | $5.74K | 0.00% | −29−40.8% | Reduced |
| Exchange Traded Concepts, LLC | 44 | $6.02K | 0.00% | +44 | New |
| Investors Research Corp | 47 | $6.43K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 48 | $6.56K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 50 | $6.84K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $6.84K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 50 | $6.84K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 50 | $6.84K | 0.00% | +50 | New |
| LRI Investments, LLC | 51 | $6.97K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 52 | $7.11K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 53 | $7.25K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 54 | $7.38K | 0.00% | +54 | New |
| JFS Wealth Advisors, LLC | 55 | $7.52K | 0.00% | +5+10.0% | Added |
| Bogart Wealth, LLC | 57 | $7.79K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 61 | $8.00K | 0.00% | +61 | New |
| Montag A & Associates Inc | 59 | $8.07K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 63 | $8.62K | 0.00% | −5−7.4% | Reduced |
| Voisard Asset Management Group, Inc. | 63 | $8.62K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 64 | $8.75K | 0.00% | +14+28.0% | Added |
| Prestige Wealth Management Group LLC | 66 | $9.03K | 0.00% | −39−37.1% | Reduced |
| MV Capital Management, Inc. | 67 | $9.16K | 0.00% | −1−1.5% | Reduced |
| Cornerstone Planning Group LLC | 76 | $9.33K | 0.00% | −11−12.6% | Reduced |
| Harbor Investment Advisory, LLC | 71 | $9.71K | 0.00% | −16−18.4% | Reduced |
| William B. Walkup & Associates, Inc. | 72 | $9.85K | 0.01% | +72 | New |
| Deseret Mutual Benefit Administrators | 73 | $9.98K | 0.00% | +73 | New |
| Coppell Advisory Solutions LLC | 73 | $9.98K | 0.00% | +73 | New |
| CoreCap Advisors, LLC | 74 | $10.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 79 | $10.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $10.8K | 0.00% | +1+1.3% | Added |
| Raffa Wealth Management, LLC | 85 | $11.6K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 85 | $11.6K | 0.01% | +85 | New |
| LGT Financial Advisors LLC | 87 | $11.9K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 91 | $12.0K | 0.00% | +10+12.3% | Added |
| TD Waterhouse Canada Inc. | 90 | $12.2K | 0.00% | −959−91.4% | Reduced |
| RFP Financial Group LLC | 89 | $12.2K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 95 | $13.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 98 | $13.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 98 | $13.4K | 0.00% | +19+24.1% | Added |
| Rakuten Securities, Inc. | 98 | $13.4K | 0.01% | +47+92.2% | Added |
| Unique Wealth Strategies, LLC | 88 | $13.8K | 0.01% | +88 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 103 | $14.1K | 0.01% | +5+5.1% | Added |
| Spire Wealth Management | 110 | $15.0K | 0.00% | −35,001−99.7% | Reduced |
| Zions Bancorporation, N.A. | 111 | $15.2K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 115 | $15.7K | 0.00% | +11+10.6% | Added |
| Farmers & Merchants Investments Inc | 120 | $16.4K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 120 | $16.4K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 121 | $16.5K | 0.00% | −14−10.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 131 | $17.9K | 0.01% | −32−19.6% | Reduced |
| Benjamin Edwards Inc | 131 | $18.0K | 0.00% | +22+20.2% | Added |