| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 2 | $152 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 4 | $321 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 5 | $380 | 0.00% | +4+400.0% | Added |
| Atlantic Private Wealth, LLC | 5 | $380 | 0.00% | +5 | New |
| Ronald Blue Trust, Inc. | 5 | $405 | 0.00% | +2+66.7% | Added |
| Kerr Financial Planning Corp | 5 | $432 | 0.00% | +1+25.0% | Added |
| Godfrey Financial Associates, Inc. | 7 | $531 | 0.00% | +7 | New |
| Breakwater Investment Management | 7 | $532 | 0.00% | +7 | New |
| Huntington National Bank | 8 | $607 | 0.00% | +2+33.3% | Added |
| Scarborough Advisors, LLC | 10 | $759 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 10 | $759 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10 | $759 | 0.00% | +10 | New |
| Legacy Wealth Managment, LLC | 10 | $760 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $760 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $835 | 0.00% | +11 | New |
| Trust Co | 11 | $835 | 0.00% | +11 | New |
| Zions Bancorporation, National Association | 12 | $911 | 0.00% | +12 | New |
| Rialto Wealth Management, LLC | 13 | $987 | 0.00% | +2+18.2% | Added |
| Hollencrest Capital Management | 13 | $987 | 0.00% | +13 | New |
| Bay Harbor Wealth Management, LLC | 14 | $1.06K | 0.00% | +6+75.0% | Added |
| Cape Investment Advisory, Inc. | 14 | $1.06K | 0.00% | +14 | New |
| Optima Capital LLC | 15 | $1.14K | 0.00% | +15 | New |
| Sarver Vrooman Wealth Advisors | 15 | $1.14K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 16 | $1.22K | 0.00% | +16 | New |
| Quest Partners LLC | 18 | $1.37K | 0.00% | +18 | New |
| C M Bidwell & Associates Ltd | 19 | $1.44K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 19 | $1.44K | 0.00% | +19 | New |
| Dogwood Wealth Management LLC | 19 | $1.44K | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $1.44K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 20 | $1.52K | 0.00% | −1−4.8% | Reduced |
| SWAN Capital LLC | 22 | $1.67K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 25 | $1.90K | 0.00% | +25 | New |
| Avion Wealth | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 30 | $2.28K | 0.00% | +30 | New |
| Elyxium Wealth, LLC | 36 | $2.73K | 0.00% | +36 | New |
| Steigerwald, Gordon & Koch Inc. | 40 | $3.04K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 44 | $3.34K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 49 | $3.72K | 0.00% | −297−85.8% | Reduced |
| Pittenger & Anderson Inc | 50 | $3.80K | 0.00% | −50−50.0% | Reduced |
| Stone House Investment Management, LLC | 50 | $3.80K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $3.80K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $3.80K | 0.00% | 00.0% | Unchanged |
| Brandywine Financial Group | 50 | $3.80K | 0.01% | +50 | New |
| Noble Wealth Management PBC | 50 | $3.80K | 0.00% | +50 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 51 | $3.87K | 0.00% | +1+2.0% | Added |
| True Wealth Design, LLC | 57 | $4.35K | 0.00% | −3−5.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 67 | $5.09K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 68 | $5.16K | 0.00% | +68 | New |
| Hager Investment Management Services, LLC | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 80 | $6.07K | 0.00% | +80 | New |
| Aster Capital Management (DIFC) Ltd | 86 | $6.53K | 0.00% | +55+177.4% | Added |
| Rachor Investment Advisory Services, LLC | 86 | $6.53K | 0.00% | +86 | New |
| Meeder Asset Management Inc | 87 | $6.60K | 0.00% | +56+180.6% | Added |
| Nalls Sherbakoff Group, LLC | 93 | $7.06K | 0.01% | +93 | New |
| Salomon & Ludwin, LLC | 81 | $7.28K | 0.00% | +81 | New |
| IMG Wealth Management, Inc. | 100 | $7.59K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 100 | $7.59K | 0.01% | +100 | New |
| Keating Financial Advisory Services, Inc. | 105 | $7.97K | 0.00% | +105 | New |
| Hilton Head Capital Partners, LLC | 105 | $7.97K | 0.00% | +105 | New |
| Strive Financial Group ,LLC | 106 | $8.05K | 0.00% | +106 | New |
| UMA Financial Services, Inc. | 108 | $8.20K | 0.00% | +7+6.9% | Added |
| Vision Retirement, LLC | 110 | $8.35K | 0.00% | +110 | New |
| Wealth Preservation Advisors, LLC | 125 | $9.49K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 133 | $10.1K | 0.00% | +36+37.1% | Added |
| MCF Advisors LLC | 139 | $10.6K | 0.00% | +139 | New |
| Grove Bank & Trust | 150 | $11.4K | 0.00% | −850−85.0% | Reduced |
| Geneos Wealth Management Inc. | 150 | $11.4K | 0.00% | +150 | New |
| Farmers & Merchants Investments Inc | 151 | $11.5K | 0.00% | −4−2.6% | Reduced |
| SHP Wealth Management | 154 | $11.7K | 0.00% | +154 | New |
| Barrett & Company, Inc. | 165 | $12.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 175 | $13.3K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 175 | $13.3K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 186 | $14.1K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 197 | $15.0K | 0.00% | +2+1.0% | Added |
| HHM Wealth Advisors, LLC | 200 | $15.2K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 200 | $15.2K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 215 | $16.3K | 0.00% | −71−24.8% | Reduced |
| First Horizon Corp | 220 | $16.7K | 0.00% | +119+117.8% | Added |
| Darwin Advisors, LLC | 225 | $17.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 225 | $17.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 226 | $17.2K | 0.00% | +9+4.1% | Added |
| Citizens National Bank Trust Department | 240 | $18.2K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 150 | $18.7K | 0.01% | +50+50.0% | Added |
| Kimelman & Baird, LLC | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 275 | $20.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 288 | $21.9K | 0.00% | +30+11.6% | Added |
| Aspect Partners, LLC | 305 | $23.2K | 0.01% | +5+1.7% | Added |
| Chesapeake Asset Management LLC | 313 | $23.8K | 0.02% | +313 | New |
| Covestor Ltd | 319 | $24.0K | 0.01% | −37−10.4% | Reduced |
| McGuire Capital Advisors Inc | 323 | $24.5K | 0.02% | +323 | New |
| Provenance Wealth Advisors, LLC | 325 | $24.7K | 0.00% | −500−60.6% | Reduced |
| SJS Investment Consulting Inc. | 329 | $25.0K | 0.00% | +99+43.0% | Added |
| Atlantic Union Bankshares Corp | 385 | $29.2K | 0.00% | +380+7,600.0% | Added |
| Versant Capital Management, Inc | 409 | $31.0K | 0.00% | +5+1.2% | Added |
| Murphy & Mullick Capital Management Corp | 420 | $31.9K | 0.02% | +225+115.4% | Added |
| Whittier Trust Co | 390 | $35.9K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 478 | $36.3K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 483 | $36.7K | 0.00% | −135−21.8% | Reduced |