| Ogorek Anthony Joseph | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $118 | 0.00% | +2 | New |
| Davis Capital Management | 3 | $177 | 0.00% | −1−25.0% | Reduced |
| Salem Investment Counselors Inc | 3 | $178 | 0.00% | +3 | New |
| Activest Wealth Management | 4 | $236 | 0.00% | −283−98.6% | Reduced |
| Seneschal Advisors, LLC | 4 | $237 | 0.00% | +1+33.3% | Added |
| Stone House Investment Management, LLC | 5 | $295 | 0.00% | +1+25.0% | Added |
| USA Financial Portformulas Corp | 6 | $354 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $414 | 0.00% | −2−22.2% | Reduced |
| Anfield Capital Management, LLC | 8 | $472 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $531 | 0.00% | −27−75.0% | Reduced |
| Vermillion Wealth Management, Inc. | 9 | $531 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $590 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $590 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 10 | $590 | 0.00% | +2+25.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $591 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $768 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 13 | $768 | 0.00% | +13 | New |
| Arlington Trust Co LLC | 13 | $768 | 0.00% | +13 | New |
| Burk Holdings LLC | 14 | $827 | 0.00% | +14 | New |
| Mosley Wealth Management | 10 | $838 | 0.00% | +10 | New |
| Cedar Mountain Advisors, LLC | 16 | $945 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $945 | 0.00% | +4+33.3% | Added |
| North Star Investment Management Corp. | 16 | $945 | 0.00% | +16 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 20 | $1.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 18 | $1.06K | 0.00% | +2+12.5% | Added |
| Dunhill Financial, LLC | 18 | $1.09K | 0.00% | +11+157.1% | Added |
| Investors Portfolio Services LLC | 16 | $1.16K | 0.00% | +8+100.0% | Added |
| Horizon Investments, LLC | 20 | $1.18K | 0.00% | +8+66.7% | Added |
| Brown Brothers Harriman & Co | 21 | $1.24K | 0.00% | −49−70.0% | Reduced |
| BankPlus Trust Department | 21 | $1.24K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $1.24K | 0.00% | +10+90.9% | Added |
| Bogart Wealth, LLC | 23 | $1.36K | 0.00% | +2+9.5% | Added |
| American Capital Advisory, LLC | 24 | $1.42K | 0.00% | −3−11.1% | Reduced |
| Vanguard National Trust Co | 24 | $1.42K | 0.00% | +24 | New |
| TD Private Client Wealth LLC | 25 | $1.48K | 0.00% | +8+47.1% | Added |
| DiNuzzo Private Wealth, Inc. | 26 | $1.54K | 0.00% | +1+4.0% | Added |
| Highline Wealth Partners LLC | 28 | $1.65K | 0.00% | +28 | New |
| Quest 10 Wealth Builders, Inc. | 29 | $1.71K | 0.00% | +11+61.1% | Added |
| Rialto Wealth Management, LLC | 29 | $1.71K | 0.00% | +3+11.5% | Added |
| Wilkerson Advisory Group LLC | 31 | $1.83K | 0.00% | +11+55.0% | Added |
| Torren Management, LLC | 32 | $1.89K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 34 | $2.01K | 0.00% | +18+112.5% | Added |
| Cornerstone Financial Management LLC | 35 | $2.07K | 0.00% | +8+29.6% | Added |
| MidFirst Bank | 36 | $2.13K | 0.00% | −82−69.5% | Reduced |
| RMG Wealth Management LLC | 27 | $2.36K | 0.00% | +27 | New |
| Montag A & Associates Inc | 40 | $2.36K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40 | $2.36K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 41 | $2.42K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 42 | $2.48K | 0.00% | +42 | New |
| Silver Grove Financial Group, Inc. | 45 | $2.66K | 0.00% | +45 | New |
| ORG Wealth Partners, LLC | 50 | $2.95K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $2.95K | 0.00% | +50 | New |
| Capital Advisors, Ltd. LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 53 | $3.13K | 0.00% | −10−15.9% | Reduced |
| Parkside Financial Bank & Trust | 55 | $3.25K | 0.00% | −16−22.5% | Reduced |
| Hughes Financial Services, LLC | 57 | $3.37K | 0.00% | −34−37.4% | Reduced |
| Cromwell Holdings LLC | 57 | $3.37K | 0.00% | +24+72.7% | Added |
| Performa Ltd (US), LLC | 60 | $3.54K | 0.00% | −10−14.3% | Reduced |
| Swiss Re Ltd | 60 | $3.54K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 84 | $4.00K | 0.00% | +8+10.5% | Added |
| Cornerstone Planning Group LLC | 55 | $4.11K | 0.00% | −333−85.8% | Reduced |
| Fortitude Family Office, LLC | 70 | $4.13K | 0.00% | +27+62.8% | Added |
| Asset Dedication, LLC | 75 | $4.43K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $4.43K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 80 | $4.72K | 0.00% | −90−52.9% | Reduced |
| Tower View Investment Management & Research LLC | 90 | $5.31K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 93 | $5.49K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 93 | $5.49K | 0.00% | +34+57.6% | Added |
| Bare Financial Services, Inc | 96 | $5.67K | 0.00% | +2+2.1% | Added |
| Sachetta, LLC | 96 | $5.67K | 0.00% | +27+39.1% | Added |
| MCF Advisors LLC | 99 | $5.84K | 0.00% | +7+7.6% | Added |
| Trust Co of Toledo NA | 100 | $5.90K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $5.90K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 100 | $5.90K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $5.90K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 100 | $5.90K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 100 | $5.90K | 0.00% | +100 | New |
| Hanson & Doremus Investment Management | 100 | $6.00K | 0.00% | +100 | New |
| Brown, Lisle/Cummings, Inc. | 110 | $6.49K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 116 | $6.85K | 0.00% | −15−11.5% | Reduced |
| Clear Investment Research, LLC | 117 | $6.91K | 0.01% | +117 | New |
| Country Trust Bank | 119 | $7.03K | 0.00% | +119 | New |
| Wealth Preservation Advisors, LLC | 120 | $7.08K | 0.01% | +120 | New |
| First Pacific Financial | 123 | $7.26K | 0.00% | +49+66.2% | Added |
| Albion Financial Group | 125 | $7.38K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 126 | $7.44K | 0.00% | +126 | New |
| Aspect Partners, LLC | 129 | $7.62K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 130 | $7.67K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 139 | $8.21K | 0.00% | +100+256.4% | Added |
| Clearstead Advisors, LLC | 147 | $8.68K | 0.00% | −1,093−88.1% | Reduced |
| Altshuler Shaham Ltd | 149 | $8.80K | 0.00% | +9+6.4% | Added |
| Basecamp Wealth Advisors LLC | 158 | $9.33K | 0.00% | +131+485.2% | Added |
| Rossby Financial, LCC | 154 | $9.40K | 0.00% | +71+85.5% | Added |
| Bell Investment Advisors, Inc | 172 | $10.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 173 | $10.2K | 0.00% | +44+34.1% | Added |
| Innovative Asset Advisors Group, LLC | 185 | $10.9K | 0.01% | +185 | New |
| Covestor Ltd | 185 | $11.0K | 0.01% | −202−52.2% | Reduced |
| Salomon & Ludwin, LLC | 184 | $11.5K | 0.00% | −199−52.0% | Reduced |