| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Impact Partnership Wealth, LLC | 1 | $39 | 0.00% | −269−99.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1 | $55 | 0.00% | +1 | New |
| First Command Advisory Services, Inc. | 2 | $108 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 3 | $164 | 0.00% | −8−72.7% | Reduced |
| REAP Financial Group, LLC | 4 | $216 | 0.00% | +4 | New |
| Clear Point Advisors Inc. | 5 | $288 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 7 | $395 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 9 | $489 | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 11 | $608 | 0.00% | +11 | New |
| MCF Advisors LLC | 12 | $653 | 0.00% | −110−90.2% | Reduced |
| Clarity Asset Management, Inc. | 12 | $674 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 18 | $974 | 0.00% | +18 | New |
| Loomis Sayles & Co L P | 24 | $1.00K | 0.00% | +5+26.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 19 | $1.00K | 0.00% | +19 | New |
| Sanctuary Wealth Management, L.L.C. | 19 | $1.03K | 0.00% | +19 | New |
| Fairman Group, LLC | 19 | $1.03K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 20 | $1.08K | 0.00% | +20 | New |
| Financial Synergies Wealth Advisors, Inc. | 21 | $1.14K | 0.00% | −5−19.2% | Reduced |
| Caitlin John, LLC | 22 | $1.22K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 24 | $1.30K | 0.00% | +24 | New |
| Jackson, Grant Investment Advisers, Inc. | 27 | $1.46K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 34 | $1.84K | 0.00% | +24+240.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 36 | $1.99K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 33 | $2.00K | 0.00% | +17+106.3% | Added |
| Eagle Bay Advisors LLC | 44 | $2.39K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 46 | $2.49K | 0.00% | +38+475.0% | Added |
| TFC Financial Management | 46 | $2.50K | 0.00% | +20+76.9% | Added |
| Tradewinds Capital Management, LLC | 47 | $2.54K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 48 | $2.60K | 0.00% | −108,944−100.0% | Reduced |
| Dunhill Financial, LLC | 52 | $2.79K | 0.00% | +9+20.9% | Added |
| Kozak & Associates, Inc. | 52 | $2.85K | 0.00% | +50+2,500.0% | Added |
| Raffa Wealth Management, LLC | 57 | $3.08K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 57 | $3.09K | 0.00% | −49−46.2% | Reduced |
| Sachetta, LLC | 56 | $3.22K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 60 | $3.25K | 0.00% | +60 | New |
| Mascoma Wealth Management LLC | 67 | $3.63K | 0.00% | −61−47.7% | Reduced |
| POM Investment Strategies, LLC | 70 | $3.79K | 0.00% | +1+1.4% | Added |
| Capital Advisors, Ltd. LLC | 81 | $4.00K | 0.00% | −140−63.3% | Reduced |
| CKW Financial Group | 75 | $4.00K | 0.00% | +75 | New |
| Planning Capital Management Corp | 74 | $4.01K | 0.00% | +49+196.0% | Added |
| Carolinas Wealth Consulting LLC | 77 | $4.18K | 0.00% | +20+35.1% | Added |
| Tributary Capital Management, LLC | 81 | $4.38K | 0.00% | +81 | New |
| Pacifica Partners Inc. | 90 | $4.69K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 95 | $5.14K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 96 | $5.19K | 0.00% | +96 | New |
| Institutional & Family Asset Management, LLC | 100 | $5.41K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $5.41K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 100 | $5.41K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 111 | $5.93K | 0.00% | +111 | New |
| Operose Advisors LLC | 110 | $5.95K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 103 | $6.00K | 0.00% | +103 | New |
| Nemes Rush Group LLC | 112 | $6.06K | 0.00% | −17−13.2% | Reduced |
| Highline Wealth Partners LLC | 116 | $6.25K | 0.00% | +1+0.9% | Added |
| GHP Investment Advisors, Inc. | 121 | $6.55K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 128 | $6.92K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 135 | $7.30K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 136 | $7.36K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 137 | $7.42K | 0.00% | +21+18.1% | Added |
| Crewe Advisors LLC | 143 | $7.74K | 0.00% | +143 | New |
| Kiely Wealth Advisory Group, Inc. | 143 | $7.78K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 132 | $8.00K | 0.00% | +21+18.9% | Added |
| Insight Financial Services | 159 | $8.60K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 163 | $8.82K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 166 | $8.98K | 0.00% | −333−66.7% | Reduced |
| FSC Wealth Advisors, LLC | 166 | $8.98K | 0.01% | −101−37.8% | Reduced |
| Bare Financial Services, Inc | 173 | $9.26K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 180 | $9.74K | 0.00% | −284−61.2% | Reduced |
| Richard W. Paul & Associates, LLC | 183 | $9.90K | 0.00% | +57+45.2% | Added |
| Ameliora Wealth Management Ltd. | 188 | $10.2K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 192 | $10.4K | 0.00% | +55+40.1% | Added |
| Hoese & Co LLP | 200 | $10.4K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 200 | $10.8K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 225 | $12.2K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 228 | $12.3K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 236 | $12.8K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 238 | $12.9K | 0.00% | −6−2.5% | Reduced |
| Clear Investment Research, LLC | 249 | $13.5K | 0.02% | +7+2.9% | Added |
| Old Point Trust & Financial Services N A | 250 | $13.5K | 0.00% | +250 | New |
| Salomon & Ludwin, LLC | 254 | $13.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 275 | $14.0K | 0.01% | +155+129.2% | Added |
| Providence Capital Advisors, LLC | 272 | $14.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 281 | $15.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 278 | $15.0K | 0.00% | −694−71.4% | Reduced |
| Barrett & Company, Inc. | 284 | $15.4K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 286 | $15.5K | 0.01% | +34+13.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 288 | $15.6K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 292 | $15.9K | 0.00% | +210+256.1% | Added |
| WR Wealth Planners, LLC | 311 | $16.8K | 0.01% | +311 | New |
| Luken Investment Analytics, LLC | 327 | $17.7K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 330 | $17.9K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 337 | $18.2K | 0.00% | +275+443.5% | Added |
| Transcendent Capital Group LLC | 341 | $18.4K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 345 | $18.7K | 0.00% | +345 | New |
| TD Waterhouse Canada Inc. | 526 | $18.8K | 0.00% | +100+23.5% | Added |
| CBIZ Investment Advisory Services, LLC | 346 | $18.8K | 0.00% | +346 | New |
| Hartford Financial Management Inc. | 350 | $18.9K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 357 | $19.3K | 0.00% | +5+1.4% | Added |
| Monetary Management Group Inc | 360 | $19.5K | 0.01% | 00.0% | Unchanged |