| Creekmur Asset Management LLC | 2 | $97 | 0.00% | −17−89.5% | Reduced |
| Activest Wealth Management | 4 | $240 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 4 | $256 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 5 | $300 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 6 | $345 | 0.00% | +6 | New |
| MPWM Advisory Solutions, LLC | 8 | $481 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 10 | $601 | 0.00% | +10 | New |
| Perkins Coie Trust Co | 11 | $660 | 0.00% | +11 | New |
| Abound Wealth Management | 12 | $721 | 0.00% | −4−25.0% | Reduced |
| Gold Investment Management Ltd. | 12 | $721 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 14 | $841 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 15 | $901 | 0.00% | −12−44.4% | Reduced |
| CX Institutional | 20 | $1.00K | 0.00% | +20 | New |
| Quest 10 Wealth Builders, Inc. | 17 | $1.02K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 18 | $1.08K | 0.00% | +18 | New |
| Global Wealth Strategies & Associates | 21 | $1.26K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 22 | $1.32K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 22 | $1.32K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 24 | $1.44K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 27 | $1.61K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33 | $1.98K | 0.00% | +33 | New |
| Harbor Investment Advisory, LLC | 33 | $1.98K | 0.00% | +33 | New |
| Hemington Wealth Management | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 37 | $2.22K | 0.00% | +37 | New |
| Mattson Financial Services, LLC | 37 | $2.22K | 0.00% | +37 | New |
| Caldwell Sutter Capital, Inc. | 40 | $2.40K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 40 | $2.40K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 43 | $2.58K | 0.00% | −101−70.1% | Reduced |
| Fortitude Family Office, LLC | 50 | $3.00K | 0.00% | −6−10.7% | Reduced |
| Graybill Bartz & Assoc Ltd | 50 | $3.00K | 0.00% | +50 | New |
| ORG Partners LLC | 50 | $3.01K | 0.00% | +50 | New |
| Morton Brown Family Wealth, LLC | 55 | $3.30K | 0.00% | +55 | New |
| Wolff Wiese Magana LLC | 55 | $3.31K | 0.00% | +55 | New |
| True Wealth Design, LLC | 62 | $3.73K | 0.00% | +12+24.0% | Added |
| UMA Financial Services, Inc. | 64 | $3.85K | 0.00% | −166−72.2% | Reduced |
| Tidemark, LLC | 65 | $3.90K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 68 | $4.08K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 73 | $4.38K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 76 | $4.57K | 0.00% | +76 | New |
| Founders Capital Management | 77 | $4.63K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 77 | $4.63K | 0.00% | +77 | New |
| YANKCOM Partnership | 78 | $4.69K | 0.00% | +78 | New |
| Raiffeisen Bank International AG | 85 | $5.06K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 87 | $5.23K | 0.00% | −103−54.2% | Reduced |
| Larson Financial Group LLC | 88 | $5.29K | 0.00% | +9+11.4% | Added |
| Coastline Trust Co | 90 | $5.41K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 91 | $5.47K | 0.00% | +91 | New |
| Signature Resources Capital Management, LLC | 95 | $5.71K | 0.00% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 95 | $5.71K | 0.00% | +95 | New |
| Medallion Wealth Advisors, LLC | 98 | $5.90K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $6.01K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 100 | $6.01K | 0.01% | +100 | New |
| WPG Advisers, LLC | 101 | $6.07K | 0.01% | −58−36.5% | Reduced |
| HighMark Wealth Management LLC | 102 | $6.16K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 106 | $6.37K | 0.00% | +106 | New |
| Colonial Trust Advisors | 106 | $6.39K | 0.00% | +106 | New |
| NewSquare Capital LLC | 108 | $6.49K | 0.00% | +20+22.7% | Added |
| Lavaca Capital LLC | 110 | $6.61K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 115 | $6.91K | 0.00% | +115 | New |
| Sierra Ocean, LLC | 117 | $7.07K | 0.01% | −106−47.5% | Reduced |
| IAG Wealth Partners, LLC | 118 | $7.09K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 120 | $7.21K | 0.00% | +120 | New |
| Washington Trust Advisors, Inc. | 123 | $7.39K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 125 | $7.51K | 0.00% | +125 | New |
| Highline Wealth Partners LLC | 129 | $7.75K | 0.00% | +56+76.7% | Added |
| Cherry Tree Wealth Management, LLC | 132 | $7.93K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 133 | $7.99K | 0.00% | −104−43.9% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 135 | $8.11K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 136 | $8.15K | 0.00% | +29+27.1% | Added |
| Chelsea Counsel Co | 133 | $8.29K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 146 | $8.78K | 0.00% | +29+24.8% | Added |
| GW&K Investment Management, LLC | 148 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 152 | $9.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 154 | $9.25K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 155 | $9.34K | 0.00% | +10+6.9% | Added |
| Accent Capital Management, LLC | 153 | $9.54K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 160 | $9.61K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 169 | $10.2K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 177 | $10.6K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 199 | $12.0K | 0.00% | +3+1.5% | Added |
| Paradigm Asset Management Co LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 200 | $12.0K | 0.01% | +200 | New |
| Binnacle Investments Inc | 211 | $12.7K | 0.01% | +211 | New |
| Private Wealth Asset Management, LLC | 214 | $12.9K | 0.00% | +214 | New |
| City Holding Co | 218 | $13.1K | 0.00% | +218 | New |
| Beacon Capital Management, LLC | 220 | $13.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 222 | $13.3K | 0.00% | −1,850−89.3% | Reduced |
| Advantage Trust Co | 225 | $13.5K | 0.01% | −37−14.1% | Reduced |
| Hara Capital LLC | 238 | $14.3K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 238 | $14.3K | 0.00% | +3+1.3% | Added |
| Westend Capital Management, LLC | 250 | $15.0K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 255 | $15.3K | 0.01% | +255 | New |
| Financial Freedom, LLC | 273 | $16.4K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 285 | $17.1K | 0.00% | −10−3.4% | Reduced |
| Strengthening Families & Communities, LLC | 272 | $17.9K | 0.01% | +247+988.0% | Added |
| Stonebridge Financial Group, LLC | 299 | $18.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $18.0K | 0.00% | 00.0% | Unchanged |