| Quest 10 Wealth Builders, Inc. | 1 | $381 | 0.00% | +1 | New |
| CBIZ Investment Advisory Services, LLC | 1 | $634 | 0.00% | −1−50.0% | Reduced |
| Chesapeake Asset Management LLC | 1 | $634 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1 | $634 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $634 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 1 | $634 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $634 | 0.00% | +1 | New |
| Greenline Partners, LLC | 1 | $634 | 0.00% | +1 | New |
| GoalVest Advisory LLC | 1 | $634 | 0.00% | +1 | New |
| Kestra Investment Management, LLC | 1 | $635 | 0.00% | −1,259−99.9% | Reduced |
| Redwood Park Advisors LLC | 1 | $635 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1 | $635 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $635 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $635 | 0.00% | +1 | New |
| Tobam | 2 | $1.00K | 0.00% | −595−99.7% | Reduced |
| Picton Mahoney Asset Management | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2 | $1.00K | 0.00% | +2 | New |
| Ravenstone Capital Management Inc. | 2 | $1.27K | 0.00% | −68−97.1% | Reduced |
| Continuum Advisory, LLC | 2 | $1.27K | 0.00% | −4−66.7% | Reduced |
| DAGCO, Inc. | 2 | $1.27K | 0.00% | +2 | New |
| N.E.W. Advisory Services LLC | 2 | $1.27K | 0.00% | +2 | New |
| Trifecta Capital Advisors, LLC | 2 | $1.27K | 0.00% | −122−98.4% | Reduced |
| SJS Investment Consulting Inc. | 2 | $1.27K | 0.00% | −1−33.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 2 | $1.27K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 2 | $1.32K | 0.08% | −3−60.0% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $1.73K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3 | $1.90K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 3 | $1.90K | 0.00% | −15−83.3% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.90K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3 | $1.90K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 3 | $1.90K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $1.90K | 0.00% | +1+50.0% | Added |
| Dogwood Wealth Management LLC | 3 | $1.90K | 0.00% | +3 | New |
| Winnow Wealth LLC | 4 | $2.00K | 0.00% | +1+33.3% | Added |
| Hughes Financial Services, LLC | 4 | $2.47K | 0.00% | +4 | New |
| LRI Investments, LLC | 4 | $2.54K | 0.00% | −44−91.7% | Reduced |
| Nova Wealth Management, Inc. | 4 | $2.54K | 0.00% | −19−82.6% | Reduced |
| Hartford Financial Management Inc. | 4 | $2.54K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 4 | $2.54K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 4 | $2.54K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 4 | $2.54K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4 | $2.54K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $2.54K | 0.00% | +3+300.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 4 | $2.54K | 0.00% | +4 | New |
| Eq Wealth Advisors, LLC | 4 | $2.54K | 0.00% | +4 | New |
| Graney & King, LLC | 4 | $2.54K | 0.00% | +3+300.0% | Added |
| Silicon Valley Capital Partners | 4 | $2.55K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 5 | $2.86K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 5 | $3.17K | 0.00% | −7−58.3% | Reduced |
| FSA Wealth Management LLC | 5 | $3.17K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 166 | $3.17K | 0.00% | +161+3,220.0% | Added |
| Clark Wealth Partners | 5 | $3.17K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $3.17K | 0.00% | −7−58.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 5 | $3.17K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $3.17K | 0.00% | +5 | New |
| Clarity Asset Management, Inc. | 5 | $3.18K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 5 | $3.56K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6 | $3.81K | 0.00% | −14−70.0% | Reduced |
| Strategic Investment Solutions, Inc. | 6 | $3.81K | 0.00% | −3−33.3% | Reduced |
| Red Tortoise LLC | 6 | $3.81K | 0.00% | −2−25.0% | Reduced |
| Carolina Wealth Advisors, LLC | 6 | $3.81K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $3.81K | 0.00% | +3+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $4.44K | 0.00% | −1−12.5% | Reduced |
| Farmers & Merchants Investments Inc | 7 | $4.44K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 7 | $4.44K | 0.00% | +5+250.0% | Added |
| Hollencrest Capital Management | 7 | $4.44K | 0.00% | −1−12.5% | Reduced |
| Dunhill Financial, LLC | 8 | $4.90K | 0.00% | −367−97.9% | Reduced |
| Penserra Capital Management LLC | 9 | $5.00K | 0.00% | −267−96.7% | Reduced |
| LSV Asset Management | 8 | $5.00K | 0.00% | +4+100.0% | Added |
| Citizens National Bank Trust Department | 8 | $5.07K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 8 | $5.07K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $5.71K | 0.00% | +1+12.5% | Added |
| Wolff Wiese Magana LLC | 9 | $5.71K | 0.00% | +1+12.5% | Added |
| Highline Wealth Partners LLC | 9 | $5.71K | 0.00% | +3+50.0% | Added |
| Cornerstone Planning Group LLC | 10 | $5.88K | 0.00% | +4+66.7% | Added |
| CKW Financial Group | 10 | $6.00K | 0.00% | −100−90.9% | Reduced |
| Avion Wealth | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 10 | $6.11K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 10 | $6.17K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 10 | $6.34K | 0.00% | +10 | New |
| DT Investment Partners, LLC | 10 | $6.34K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $6.35K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $6.98K | 0.00% | −6−35.3% | Reduced |
| Compass Wealth Management LLC | 11 | $6.98K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 12 | $7.61K | 0.01% | −14−53.8% | Reduced |
| Financial Network Wealth Advisors LLC | 12 | $7.61K | 0.01% | +4+50.0% | Added |
| True Wealth Design, LLC | 12 | $7.61K | 0.00% | +10+500.0% | Added |
| LFA - Lugano Financial Advisors SA | 12 | $7.61K | 0.01% | +12 | New |
| ORG Partners LLC | 13 | $8.02K | 0.00% | +13 | New |
| Moisand Fitzgerald Tamayo, LLC | 13 | $8.24K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 14 | $8.70K | 0.00% | −7−33.3% | Reduced |
| Birchbrook, Inc. | 14 | $8.88K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 14 | $8.89K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 14 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 15 | $9.51K | 0.01% | +15 | New |
| Capital Advisors, Ltd. LLC | 16 | $10.0K | 0.00% | +5+45.5% | Added |
| Reyes Financial Architecture, Inc. | 16 | $10.1K | 0.01% | −70−81.4% | Reduced |
| Truvestments Capital LLC | 16 | $10.1K | 0.00% | −26−61.9% | Reduced |
| Addison Advisors LLC | 16 | $10.1K | 0.00% | −8−33.3% | Reduced |
| Stonebridge Financial Group, LLC | 18 | $11.4K | 0.00% | +1+5.9% | Added |