| Hantz Financial Services, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 2,440 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | −87−100.0% | Reduced |
| Gs Investments, Inc. | 4 | $167 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4 | $167 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 8 | $335 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 10 | $419 | 0.00% | +10 | New |
| Transcendent Capital Group LLC | 10 | $419 | 0.00% | +10 | New |
| ClariVest Asset Management LLC | 11 | $460 | 0.00% | +3+37.5% | Added |
| Clear Point Advisors Inc. | 12 | $502 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 14 | $586 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 14 | $586 | 0.00% | +14 | New |
| Kayne Anderson Rudnick Investment Management LLC | 17 | $712 | 0.00% | −38−69.1% | Reduced |
| Trifecta Capital Advisors, LLC | 18 | $754 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 18 | $756 | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 20 | $837 | 0.00% | +20 | New |
| True Wealth Design, LLC | 20 | $838 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 23 | $963 | 0.00% | −24−51.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 25 | $1.00K | 0.00% | +25 | New |
| Goodman Advisory Group, LLC | 25 | $1.05K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 25 | $1.05K | 0.00% | +10+66.7% | Added |
| Stone House Investment Management, LLC | 25 | $1.05K | 0.00% | +25 | New |
| Unique Wealth Strategies, LLC | 30 | $1.07K | 0.00% | +30 | New |
| Oliver Lagore Vanvalin Investment Group | 26 | $1.09K | 0.00% | +26 | New |
| Plante Moran Financial Advisors, LLC | 32 | $1.34K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $1.42K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 37 | $1.55K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 45 | $1.61K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 39 | $1.63K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 40 | $1.66K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 40 | $1.68K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 46 | $1.93K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 50 | $2.45K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 62 | $2.60K | 0.00% | +11+21.6% | Added |
| Triad Wealth Partners, LLC | 62 | $2.60K | 0.00% | +62 | New |
| SJS Investment Consulting Inc. | 64 | $2.68K | 0.00% | +3+4.9% | Added |
| DT Investment Partners, LLC | 65 | $2.72K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 70 | $2.93K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 70 | $2.93K | 0.00% | +70 | New |
| Capital Analysts, LLC | 62 | $3.00K | 0.00% | +8+14.8% | Added |
| Cape Investment Advisory, Inc. | 77 | $3.23K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 78 | $3.25K | 0.00% | −1,150−93.6% | Reduced |
| Creekmur Asset Management LLC | 83 | $3.48K | 0.00% | −44−34.6% | Reduced |
| IAG Wealth Partners, LLC | 84 | $3.52K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 87 | $3.64K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 87 | $3.64K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 88 | $3.66K | 0.00% | +22+33.3% | Added |
| Cornerstone Planning Group LLC | 78 | $3.67K | 0.00% | +68+680.0% | Added |
| Toth Financial Advisory Corp | 95 | $3.98K | 0.00% | +40+72.7% | Added |
| Penserra Capital Management LLC | 96 | $4.00K | 0.00% | +9+10.3% | Added |
| Avion Wealth | 112 | $4.00K | 0.00% | +50+80.6% | Added |
| BOK Financial Private Wealth, Inc. | 96 | $4.02K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 98 | $4.10K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $4.19K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 100 | $4.19K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $4.19K | 0.00% | +100 | New |
| Peoples Bank | 105 | $4.39K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 105 | $4.40K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 106 | $4.44K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 108 | $4.52K | 0.00% | +108 | New |
| Fairway Wealth LLC | 117 | $4.90K | 0.00% | +117 | New |
| Financial Freedom, LLC | 126 | $5.28K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 134 | $5.61K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 137 | $5.75K | 0.00% | +20+17.1% | Added |
| Abound Wealth Management | 142 | $5.95K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 167 | $6.99K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 170 | $7.14K | 0.00% | −121−41.6% | Reduced |
| Old Point Trust & Financial Services N A | 176 | $7.37K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 177 | $7.41K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 160 | $7.59K | 0.00% | +160 | New |
| M&R Capital Management Inc | 187 | $7.83K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 189 | $7.91K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 189 | $7.91K | 0.01% | +142+302.1% | Added |
| Archer Investment Corp | 190 | $7.95K | 0.00% | +1+0.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 197 | $8.23K | 0.00% | +1+0.5% | Added |
| Independence Bank of Kentucky | 200 | $8.37K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $8.37K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 200 | $8.37K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 200 | $8.37K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 207 | $8.67K | 0.00% | −235−53.2% | Reduced |
| Grove Bank & Trust | 210 | $8.79K | 0.00% | −1,694−89.0% | Reduced |
| Legacy Bridge, LLC | 225 | $9.42K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 231 | $9.67K | 0.00% | +51+28.3% | Added |
| Prestige Wealth Management Group LLC | 236 | $9.88K | 0.00% | −26−9.9% | Reduced |
| Valley National Advisers Inc | 255 | $10.0K | 0.00% | +55+27.5% | Added |
| Winthrop Capital Management, LLC | 250 | $10.0K | 0.01% | +250 | New |
| Heritage Wealth Advisors | 250 | $10.5K | 0.00% | −695−73.5% | Reduced |
| ICA Group Wealth Management, LLC | 256 | $10.7K | 0.01% | +1+0.4% | Added |
| Fortitude Family Office, LLC | 257 | $10.8K | 0.01% | +206+403.9% | Added |
| Zions Bancorporation, N.A. | 260 | $10.9K | 0.00% | −133−33.8% | Reduced |
| Capital Advisors, Ltd. LLC | 268 | $11.0K | 0.00% | +82+44.1% | Added |
| PSI Advisors, LLC | 266 | $11.1K | 0.00% | +2+0.8% | Added |
| Highline Wealth Partners LLC | 266 | $11.1K | 0.00% | +125+88.7% | Added |
| RFP Financial Group LLC | 279 | $11.7K | 0.00% | −2−0.7% | Reduced |
| TSFG, LLC | 289 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 288 | $12.1K | 0.01% | 00.0% | Unchanged |