| Bear Mountain Capital, Inc. | 2 | $553 | 0.00% | +2 | New |
| Bare Financial Services, Inc | 2 | $566 | 0.00% | +2 | New |
| Wood Tarver Financial Group, LLC | 2 | $567 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $850 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 4 | $1.13K | 0.00% | +4 | New |
| West Branch Capital LLC | 4 | $1.13K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 4 | $1.13K | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $1.13K | 0.00% | +4 | New |
| Legacy Wealth Managment, LLC | 5 | $1.42K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 5 | $1.42K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $1.42K | 0.00% | +5 | New |
| Provenance Wealth Advisors, LLC | 6 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $1.70K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 6 | $1.70K | 0.00% | +1+20.0% | Added |
| Brown, Lisle/Cummings, Inc. | 6 | $1.70K | 0.00% | +6 | New |
| Perkins Coie Trust Co | 6 | $1.70K | 0.00% | +6 | New |
| Beaird Harris Wealth Management, LLC | 6 | $1.70K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7 | $1.98K | 0.00% | −2−22.2% | Reduced |
| Richardson Financial Services Inc. | 7 | $1.98K | 0.00% | +3+75.0% | Added |
| Sittner & Nelson, LLC | 8 | $2.26K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $2.26K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 8 | $2.26K | 0.00% | +8 | New |
| Morse Asset Management, Inc | 8 | $2.26K | 0.00% | +8 | New |
| Stonebridge Financial Group, LLC | 8 | $2.26K | 0.00% | +8 | New |
| JDM Financial Group LLC | 9 | $2.55K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $2.55K | 0.00% | +9 | New |
| PayPay Securities Corp | 9 | $2.70K | 0.15% | −7−43.8% | Reduced |
| Gold Investment Management Ltd. | 10 | $2.83K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 10 | $2.83K | 0.05% | +10 | New |
| Coston, McIsaac & Partners | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 11 | $3.11K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 11 | $3.13K | 0.00% | +11 | New |
| Kozak & Associates, Inc. | 12 | $3.35K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 12 | $3.40K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 13 | $3.44K | 0.00% | +13 | New |
| Frazier Financial Advisors, LLC | 12 | $3.49K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 13 | $3.68K | 0.00% | +13 | New |
| Westside Investment Management, Inc. | 13 | $3.69K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 14 | $3.96K | 0.00% | +14 | New |
| New Millennium Group LLC | 15 | $4.25K | 0.00% | −8−34.8% | Reduced |
| Noble Wealth Management PBC | 16 | $4.53K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 16 | $4.53K | 0.00% | +16 | New |
| Financial Network Wealth Advisors LLC | 16 | $4.53K | 0.01% | +16 | New |
| WestEnd Advisors, LLC | 17 | $4.81K | 0.00% | +11+183.3% | Added |
| Nova Wealth Management, Inc. | 17 | $4.81K | 0.00% | +17 | New |
| Blume Capital Management, Inc. | 17 | $4.81K | 0.00% | +17 | New |
| 1620 Investment Advisors, Inc. | 18 | $4.96K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 18 | $4.98K | 0.00% | +6+50.0% | Added |
| Dogwood Wealth Management LLC | 18 | $5.09K | 0.00% | +18 | New |
| Transce3nd, LLC | 19 | $5.38K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 20 | $5.66K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 20 | $5.66K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 21 | $5.94K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 21 | $5.94K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 22 | $6.30K | 0.01% | −11−33.3% | Reduced |
| POM Investment Strategies, LLC | 23 | $6.51K | 0.01% | 00.0% | Unchanged |
| Trust Co | 23 | $6.51K | 0.00% | +9+64.3% | Added |
| Barnes Dennig Private Wealth Management LLC | 23 | $6.51K | 0.01% | +23 | New |
| NVWM, LLC | 24 | $6.79K | 0.00% | +3+14.3% | Added |
| Iron Horse Wealth Management, LLC | 24 | $6.79K | 0.00% | +14+140.0% | Added |
| Greenline Partners, LLC | 24 | $6.79K | 0.00% | +24 | New |
| Principia Wealth Advisory, LLC | 26 | $7.02K | 0.01% | +11+73.3% | Added |
| Pinney & Scofield, Inc. | 26 | $7.36K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 26 | $7.36K | 0.00% | +26 | New |
| Synergy Investment Management, LLC | 26 | $7.36K | 0.00% | +26 | New |
| Ruedi Wealth Management, Inc. | 27 | $7.64K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 27 | $7.64K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 27 | $7.64K | 0.01% | +27 | New |
| Uniplan Investment Counsel, Inc. | 27 | $7.72K | 0.00% | +27 | New |
| Motco | 28 | $7.92K | 0.00% | +25+833.3% | Added |
| SJS Investment Consulting Inc. | 28 | $7.92K | 0.00% | +1+3.7% | Added |
| Bullock Wealth Management Group | 29 | $8.24K | 0.00% | −798−96.5% | Reduced |
| Creative Capital Management Investments LLC | 32 | $9.06K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 32 | $9.06K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 32 | $9.06K | 0.00% | +10+45.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 32 | $9.06K | 0.00% | +32 | New |
| IMG Wealth Management, Inc. | 33 | $9.34K | 0.01% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 33 | $9.34K | 0.01% | +33 | New |
| First Pacific Financial | 34 | $9.62K | 0.00% | −1−2.9% | Reduced |
| HHM Wealth Advisors, LLC | 34 | $9.62K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 35 | $9.91K | 0.01% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 35 | $9.91K | 0.01% | +22+169.2% | Added |
| MPWM Advisory Solutions, LLC | 37 | $10.5K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 37 | $10.5K | 0.01% | +37 | New |
| Bogart Wealth, LLC | 38 | $10.8K | 0.00% | +32+533.3% | Added |
| City Holding Co | 39 | $11.0K | 0.00% | +39 | New |
| Carolinas Wealth Consulting LLC | 40 | $11.5K | 0.00% | −3−7.0% | Reduced |
| Kings Path Partners LLC | 42 | $11.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 42 | $12.0K | 0.00% | +14+50.0% | Added |
| Quest 10 Wealth Builders, Inc. | 43 | $12.2K | 0.01% | +4+10.3% | Added |
| First Financial Corp | 43 | $12.2K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 43 | $12.2K | 0.00% | +43 | New |
| Crewe Advisors LLC | 44 | $12.5K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 45 | $12.9K | 0.01% | +45 | New |
| First PREMIER Bank | 46 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 48 | $13.6K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 49 | $13.9K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 53 | $14.9K | 0.01% | −33−38.4% | Reduced |
| Old Second National Bank of Aurora | 58 | $16.4K | 0.00% | −3−4.9% | Reduced |
| Pflug Koory, LLC | 60 | $17.0K | 0.01% | 00.0% | Unchanged |