| CVA Family Office, LLC | 1 | $73 | 0.00% | −21−95.5% | Reduced |
| Hollencrest Capital Management | 2 | $147 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 2 | $147 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 2 | $147 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $220 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 3 | $220 | 0.00% | +3 | New |
| IMA Wealth, Inc. | 3 | $220 | 0.00% | +3 | New |
| Strategic Wealth Partners, Ltd. | 3 | $220 | 0.00% | +3 | New |
| Fortis Group Advisors, LLC | 4 | $293 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 4 | $293 | 0.00% | +4 | New |
| Whittier Trust Co | 5 | $366 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 5 | $366 | 0.00% | +5 | New |
| Garde Capital, Inc. | 5 | $367 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6 | $441 | 0.00% | +6 | New |
| St Germain D J Co Inc | 7 | $513 | 0.00% | −81−92.0% | Reduced |
| Financial Management Professionals, Inc. | 7 | $513 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $586 | 0.00% | −5−38.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 8 | $586 | 0.00% | +5+166.7% | Added |
| Stephens Consulting, LLC | 8 | $586 | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 9 | $659 | 0.00% | +5+125.0% | Added |
| HFM Investment Advisors, LLC | 10 | $732 | 0.00% | +7+233.3% | Added |
| Bare Financial Services, Inc | 11 | $806 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 12 | $879 | 0.00% | −2−14.3% | Reduced |
| Oakworth Capital, Inc. | 13 | $952 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $957 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 15 | $1.10K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 16 | $1.17K | 0.00% | +16 | New |
| Sachetta, LLC | 17 | $1.25K | 0.00% | −5−22.7% | Reduced |
| Boyd Watterson Asset Management LLC | 21 | $1.54K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 21 | $1.54K | 0.00% | +3+16.7% | Added |
| SJS Investment Consulting Inc. | 21 | $1.54K | 0.00% | −15−41.7% | Reduced |
| CGC Financial Services, LLC | 23 | $1.69K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24 | $1.76K | 0.00% | +16+200.0% | Added |
| Hughes Financial Services, LLC | 20 | $1.80K | 0.00% | −649−97.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $1.83K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 26 | $1.89K | 0.00% | +26 | New |
| Cromwell Holdings LLC | 26 | $1.91K | 0.00% | +14+116.7% | Added |
| Capital Advisors, Ltd. LLC | 34 | $2.00K | 0.00% | +4+13.3% | Added |
| Avion Wealth | 30 | $2.00K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 28 | $2.07K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 30 | $2.20K | 0.05% | −22−42.3% | Reduced |
| Atlantic Union Bankshares Corp | 30 | $2.20K | 0.00% | +30 | New |
| Ancora Advisors, LLC | 33 | $2.42K | 0.00% | +33 | New |
| UMA Financial Services, Inc. | 33 | $2.42K | 0.00% | +33 | New |
| Kiker Wealth Management, LLC | 35 | $2.56K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 35 | $2.56K | 0.00% | +26+288.9% | Added |
| Financial Perspectives, Inc | 36 | $2.64K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 36 | $2.64K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 38 | $2.78K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 39 | $2.86K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 39 | $2.86K | 0.00% | +5+14.7% | Added |
| Meeder Asset Management Inc | 41 | $3.00K | 0.00% | −70−63.1% | Reduced |
| Webster Bank, N. A. | 42 | $3.08K | 0.00% | +42 | New |
| South State Corp. | 45 | $3.30K | 0.00% | +40+800.0% | Added |
| Riggs Asset Managment Co. Inc. | 45 | $3.30K | 0.00% | +45 | New |
| GHP Investment Advisors, Inc. | 51 | $3.75K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 53 | $3.82K | 0.00% | +53 | New |
| Glen Eagle Advisors, LLC | 58 | $4.24K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 59 | $4.32K | 0.00% | +59 | New |
| TD Private Client Wealth LLC | 60 | $4.39K | 0.00% | −14−18.9% | Reduced |
| Fortitude Family Office, LLC | 61 | $4.47K | 0.00% | +61 | New |
| Whipplewood Advisors, LLC | 64 | $4.69K | 0.00% | −543−89.5% | Reduced |
| Golden State Wealth Management, LLC | 64 | $4.74K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 65 | $4.76K | 0.00% | −121−65.1% | Reduced |
| MCF Advisors LLC | 72 | $5.27K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 73 | $5.35K | 0.00% | +21+40.4% | Added |
| Colonial Trust Co | 73 | $5.37K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 75 | $5.46K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 66 | $5.93K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 85 | $6.23K | 0.00% | +85 | New |
| Marshall & Sterling Wealth Advisors Inc. | 87 | $6.32K | 0.00% | −5−5.4% | Reduced |
| Private Wealth Management Group, LLC | 87 | $6.37K | 0.00% | −34−28.1% | Reduced |
| Rossby Financial, LCC | 87 | $6.37K | 0.00% | +44+102.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 89 | $6.52K | 0.00% | +5+6.0% | Added |
| S&T Bank | 90 | $6.59K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 98 | $7.18K | 0.00% | +98 | New |
| AdvisorNet Financial, Inc | 101 | $7.40K | 0.00% | −1−1.0% | Reduced |
| WPG Advisers, LLC | 102 | $7.47K | 0.01% | +49+92.5% | Added |
| Holos Integrated Wealth LLC | 89 | $7.89K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 108 | $7.91K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 117 | $7.95K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 109 | $7.99K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 114 | $8.35K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 115 | $8.42K | 0.00% | −21−15.4% | Reduced |
| Activest Wealth Management | 116 | $8.50K | 0.00% | +114+5,700.0% | Added |
| Armstrong Advisory Group, Inc | 129 | $9.44K | 0.00% | +107+486.4% | Added |
| Bell Investment Advisors, Inc | 129 | $9.45K | 0.00% | +20+18.3% | Added |
| Beacon Capital Management, LLC | 143 | $10.5K | 0.00% | +82+134.4% | Added |
| Valley National Advisers Inc | 160 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 161 | $11.8K | 0.00% | −51−24.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 170 | $12.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 166 | $12.2K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 168 | $12.3K | 0.00% | +168 | New |
| General Partner, Inc. | 184 | $13.5K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 185 | $13.6K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 196 | $14.4K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $14.7K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 210 | $15.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 217 | $15.9K | 0.00% | 00.0% | Unchanged |