| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | −250−98.0% | Reduced |
| Coston, McIsaac & Partners | 12 | $0 | 0.00% | +12 | New |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Eukles Asset Management | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2 | $47 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $70 | 0.00% | +3 | New |
| Berkshire Capital Holdings Inc | 10 | $230 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 10 | $230 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $230 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 15 | $345 | 0.00% | +15 | New |
| True Wealth Design, LLC | 19 | $438 | 0.00% | +9+90.0% | Added |
| HM Payson & Co | 25 | $576 | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 30 | $659 | 0.00% | +30 | New |
| Tucker Asset Management LLC | 30 | $690 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 32 | $737 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 33 | $760 | 0.00% | +9+37.5% | Added |
| DiNuzzo Private Wealth, Inc. | 41 | $944 | 0.00% | +4+10.8% | Added |
| HBC Financial Services, PLLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spence Asset Management | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 43 | $1.00K | 0.00% | +43 | New |
| Sunbelt Securities, Inc. | 45 | $1.03K | 0.00% | −1,005−95.7% | Reduced |
| St. Johns Investment Management Company, LLC | 45 | $1.03K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 50 | $1.15K | 0.00% | −500−90.9% | Reduced |
| Financial Freedom, LLC | 50 | $1.15K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 50 | $1.15K | 0.00% | +50 | New |
| Horizon Financial Services, LLC | 50 | $1.15K | 0.00% | +50 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 70 | $1.61K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 70 | $1.61K | 0.00% | +70 | New |
| American Capital Advisory, LLC | 200 | $1.69K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 96 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $2.00K | 0.00% | +100 | New |
| Prestige Wealth Management Group LLC | 87 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 88 | $2.02K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 100 | $2.13K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 99 | $2.28K | 0.00% | +99 | New |
| First Community Trust NA | 100 | $2.30K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 100 | $2.30K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 100 | $2.30K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $2.30K | 0.00% | +100 | New |
| Rogco, LP | 100 | $2.30K | 0.00% | +100 | New |
| Breakwater Investment Management | 100 | $2.30K | 0.00% | +100 | New |
| CVA Family Office, LLC | 105 | $2.42K | 0.00% | +20+23.5% | Added |
| Plante Moran Financial Advisors, LLC | 120 | $2.76K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 150 | $2.76K | 0.00% | +150 | New |
| PayPay Securities Corp | 135 | $3.11K | 0.16% | −65−32.5% | Reduced |
| DecisionPoint Financial, LLC | 145 | $3.27K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 145 | $3.34K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 150 | $3.45K | 0.00% | −875−85.4% | Reduced |
| Raffa Wealth Management, LLC | 157 | $3.61K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 169 | $3.89K | 0.00% | +139+463.3% | Added |
| Blue Bell Private Wealth Management, LLC | 170 | $3.91K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 186 | $4.28K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 200 | $4.33K | 0.00% | +200 | New |
| Paladin Advisory Group, LLC | 200 | $4.57K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 200 | $4.60K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 200 | $4.60K | 0.00% | +200 | New |
| Abound Wealth Management | 207 | $4.77K | 0.00% | +98+89.9% | Added |
| DAGCO, Inc. | 210 | $4.83K | 0.00% | +210 | New |
| Macroview Investment Management LLC | 212 | $4.88K | 0.01% | +212 | New |
| Financial Management Professionals, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 208 | $5.00K | 0.00% | +79+61.2% | Added |
| Concord Wealth Partners | 227 | $5.23K | 0.00% | +227 | New |
| Aspire Private Capital, LLC | 240 | $5.52K | 0.00% | +240 | New |
| Sofos Investments, Inc. | 270 | $5.64K | 0.00% | +170+170.0% | Added |
| Mather Group, LLC. | 335 | $5.75K | 0.00% | +335 | New |
| Solstein Capital, LLC | 250 | $5.75K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 250 | $5.75K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 250 | $5.75K | 0.00% | +250 | New |
| VitalStone Financial, LLC | 243 | $6.00K | 0.00% | −75−23.6% | Reduced |
| Smartleaf Asset Management LLC | 251 | $6.15K | 0.00% | +191+318.3% | Added |
| M&R Capital Management Inc | 270 | $6.21K | 0.00% | −897−76.9% | Reduced |
| Adirondack Trust Co | 272 | $6.26K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 274 | $6.30K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 294 | $6.76K | 0.00% | +281+2,161.5% | Added |
| Indiana Trust & Investment Management CO | 300 | $6.90K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 300 | $6.90K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 300 | $6.90K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 300 | $6.90K | 0.00% | +300 | New |
| C M Bidwell & Associates Ltd | 303 | $6.97K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 328 | $6.99K | 0.00% | +328 | New |
| ZRC Wealth Management, LLC | 305 | $7.02K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 326 | $7.50K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 333 | $7.66K | 0.00% | −2,550−88.4% | Reduced |
| Fortitude Family Office, LLC | 340 | $7.82K | 0.01% | +17+5.3% | Added |
| Wolff Wiese Magana LLC | 348 | $8.01K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 350 | $8.05K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 350 | $8.05K | 0.00% | +175+100.0% | Added |
| Bangor Savings Bank | 355 | $8.17K | 0.00% | +100+39.2% | Added |
| PSI Advisors, LLC | 360 | $8.28K | 0.00% | +160+80.0% | Added |
| Park Place Capital Corp | 399 | $9.18K | 0.00% | −263−39.7% | Reduced |
| Global Wealth Strategies & Associates | 409 | $9.41K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 417 | $9.60K | 0.00% | +417 | New |
| Stone House Investment Management, LLC | 423 | $9.73K | 0.00% | +86+25.5% | Added |
| Colonial Trust Co | 425 | $9.78K | 0.00% | +425 | New |
| AlphaMark Advisors, LLC | 445 | $10.0K | 0.00% | +341+327.9% | Added |
| Tradewinds Capital Management, LLC | 440 | $10.1K | 0.00% | +330+300.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,200 | $10.1K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 450 | $10.4K | 0.00% | 00.0% | Unchanged |