| Quaker Wealth Management, LLC | 1 | $106 | 0.00% | −1−50.0% | Reduced |
| Legacy Wealth Managment, LLC | 1 | $106 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $210 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $210 | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 2 | $210 | 0.00% | +2 | New |
| Davis Capital Management | 3 | $315 | 0.00% | +3 | New |
| Palisade Asset Management, LLC | 3 | $316 | 0.00% | +3 | New |
| First Pacific Financial | 3 | $316 | 0.00% | +3 | New |
| Imprint Wealth LLC | 4 | $420 | 0.00% | +4 | New |
| Toth Financial Advisory Corp | 4 | $421 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $421 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 5 | $526 | 0.00% | −2−28.6% | Reduced |
| American Capital Advisory, LLC | 5 | $526 | 0.00% | +2+66.7% | Added |
| Hurley Capital, LLC | 5 | $526 | 0.00% | +5 | New |
| United Community Bank | 5 | $526 | 0.00% | +5 | New |
| Core Alternative Capital | 6 | $631 | 0.00% | −8−57.1% | Reduced |
| Hollencrest Capital Management | 6 | $631 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 6 | $631 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 6 | $632 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 8 | $841 | 0.00% | −1−11.1% | Reduced |
| HFM Investment Advisors, LLC | 8 | $841 | 0.00% | +1+14.3% | Added |
| Plante Moran Financial Advisors, LLC | 8 | $841 | 0.00% | +8 | New |
| Penserra Capital Management LLC | 18 | $1.00K | 0.00% | −3−14.3% | Reduced |
| Centerpoint Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $1.00K | 0.00% | +12 | New |
| NVWM, LLC | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.05K | 0.00% | −5−33.3% | Reduced |
| Kilter Group LLC | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 12 | $1.26K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 12 | $1.26K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $1.26K | 0.00% | +1+9.1% | Added |
| Bay Harbor Wealth Management, LLC | 13 | $1.37K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 15 | $1.44K | 0.00% | −14−48.3% | Reduced |
| Trifecta Capital Advisors, LLC | 14 | $1.47K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 14 | $1.47K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 14 | $1.47K | 0.00% | +14 | New |
| Caitlin John, LLC | 15 | $1.56K | 0.00% | +15 | New |
| Marquette Asset Management, LLC | 15 | $1.58K | 0.00% | +15 | New |
| Financial Perspectives, Inc | 15 | $1.62K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 17 | $1.77K | 0.00% | +17 | New |
| North Capital, Inc. | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 23 | $2.42K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 25 | $2.63K | 0.00% | −14−35.9% | Reduced |
| Investors Research Corp | 28 | $2.94K | 0.00% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 28 | $2.94K | 0.00% | +28 | New |
| Highline Wealth Partners LLC | 28 | $2.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 35 | $3.00K | 0.00% | −14−28.6% | Reduced |
| Cloud Capital Management, LLC | 30 | $3.00K | 0.00% | +30 | New |
| Financial Management Professionals, Inc. | 29 | $3.05K | 0.00% | −4−12.1% | Reduced |
| Wealth Watch Advisors, INC | 32 | $3.36K | 0.00% | +32 | New |
| MV Capital Management, Inc. | 34 | $3.57K | 0.00% | −23−40.4% | Reduced |
| ZRC Wealth Management, LLC | 34 | $3.57K | 0.00% | +34 | New |
| Family Legacy Financial Solutions, LLC | 35 | $3.65K | 0.00% | +1+2.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 36 | $3.85K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 38 | $3.99K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $4.21K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 42 | $4.42K | 0.00% | +2+5.0% | Added |
| Icon Advisers Inc | 45 | $4.73K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 47 | $4.94K | 0.00% | −22−31.9% | Reduced |
| Financial Network Wealth Advisors LLC | 47 | $4.94K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 49 | $5.15K | 0.00% | −1−2.0% | Reduced |
| Fortitude Family Office, LLC | 49 | $5.15K | 0.00% | +8+19.5% | Added |
| Prestige Wealth Management Group LLC | 50 | $5.26K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $5.78K | 0.00% | +17+44.7% | Added |
| JPL Wealth Management, LLC | 57 | $6.03K | 0.00% | +57 | New |
| Cape Investment Advisory, Inc. | 60 | $6.31K | 0.01% | +46+328.6% | Added |
| City Holding Co | 70 | $7.36K | 0.00% | +46+191.7% | Added |
| Princeton Global Asset Management LLC | 70 | $7.36K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 72 | $7.57K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 74 | $7.78K | 0.00% | −17−18.7% | Reduced |
| Raffa Wealth Management, LLC | 74 | $7.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 76 | $7.99K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 79 | $8.30K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 84 | $8.83K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 87 | $9.14K | 0.00% | +46+112.2% | Added |
| Sagard Holdings Management Inc. | 95 | $9.98K | 0.05% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 101 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 105 | $11.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 125 | $13.1K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 125 | $13.1K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 130 | $13.7K | 0.00% | +99+319.4% | Added |
| Raiffeisen Bank International AG | 132 | $13.7K | 0.00% | +132 | New |
| GW&K Investment Management, LLC | 140 | $15.0K | 0.00% | −33−19.1% | Reduced |
| Valued Wealth Advisors LLC | 144 | $15.1K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 153 | $16.1K | 0.00% | +13+9.3% | Added |
| Bokf, NA | 159 | $16.7K | 0.00% | −33−17.2% | Reduced |
| Medallion Wealth Advisors, LLC | 161 | $16.9K | 0.01% | −150−48.2% | Reduced |
| BankPlus Trust Department | 169 | $17.8K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 171 | $17.8K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 172 | $18.0K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 174 | $18.3K | 0.00% | −11−5.9% | Reduced |
| TCTC Holdings, LLC | 180 | $18.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 182 | $19.1K | 0.00% | +4+2.2% | Added |
| Key Financial Inc | 188 | $19.6K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 191 | $20.1K | 0.00% | −445−70.0% | Reduced |
| Armstrong Advisory Group, Inc | 195 | $20.5K | 0.00% | −89−31.3% | Reduced |
| Capital Analysts, LLC | 203 | $21.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $21.0K | 0.01% | 00.0% | Unchanged |