| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 1 | $195 | 0.00% | −2,832−100.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $195 | 0.00% | +1 | New |
| Kessler Investment Group, LLC | 2 | $389 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $389 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $779 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $973 | 0.00% | −2−28.6% | Reduced |
| MPWM Advisory Solutions, LLC | 5 | $973 | 0.00% | +5 | New |
| Avion Wealth | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 7 | $1.36K | 0.00% | +7 | New |
| GHP Investment Advisors, Inc. | 8 | $1.56K | 0.00% | −42−84.0% | Reduced |
| Evermay Wealth Management LLC | 8 | $1.56K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 10 | $1.95K | 0.00% | −65−86.7% | Reduced |
| Motco | 10 | $1.95K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 12 | $2.33K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 13 | $2.53K | 0.00% | −9−40.9% | Reduced |
| DecisionPoint Financial, LLC | 13 | $2.53K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 13 | $2.53K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 13 | $2.53K | 0.00% | +13 | New |
| Valley National Advisers Inc | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 16 | $3.11K | 0.00% | +6+60.0% | Added |
| SWAN Capital LLC | 16 | $3.11K | 0.00% | +16 | New |
| Transce3nd, LLC | 16 | $3.11K | 0.00% | +16 | New |
| Legacy Investment Solutions, LLC | 17 | $3.13K | 0.00% | +4+30.8% | Added |
| Legacy Wealth Managment, LLC | 17 | $3.13K | 0.00% | +4+30.8% | Added |
| LRI Investments, LLC | 17 | $3.21K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 17 | $3.31K | 0.00% | +17 | New |
| Princeton Global Asset Management LLC | 19 | $3.70K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 22 | $3.93K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 21 | $4.02K | 0.00% | +21 | New |
| Synergy Investment Management, LLC | 22 | $4.28K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 23 | $4.48K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $4.67K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 25 | $4.78K | 0.00% | +1+4.2% | Added |
| Crews Bank & Trust | 25 | $4.87K | 0.00% | +25 | New |
| Orion Capital Management LLC | 26 | $5.06K | 0.00% | +26 | New |
| Hopwood Financial Services, Inc. | 26 | $5.06K | 0.00% | +26 | New |
| WealthCollab, LLC | 29 | $5.64K | 0.00% | −29−50.0% | Reduced |
| Costello Asset Management, INC | 30 | $5.84K | 0.00% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 31 | $6.03K | 0.01% | +31 | New |
| Grove Bank & Trust | 33 | $6.42K | 0.00% | −145−81.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $6.51K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 36 | $6.56K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 35 | $6.81K | 0.00% | +35 | New |
| POM Investment Strategies, LLC | 38 | $7.39K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 39 | $7.59K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 39 | $7.59K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 43 | $8.37K | 0.00% | +43 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 48 | $9.34K | 0.00% | +48 | New |
| Cape Investment Advisory, Inc. | 49 | $9.54K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 50 | $9.63K | 0.00% | +50 | New |
| Adirondack Trust Co | 50 | $9.73K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 50 | $9.73K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 50 | $9.73K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 50 | $9.73K | 0.00% | +50 | New |
| Nemes Rush Group LLC | 51 | $9.86K | 0.00% | +51 | New |
| Laurel Wealth Advisors LLC | 51 | $9.93K | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 51 | $10.0K | 0.03% | +51 | New |
| AllSquare Wealth Management LLC | 53 | $10.3K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 53 | $10.3K | 0.01% | +53 | New |
| Sugar Maple Asset Management, LLC | 55 | $10.7K | 0.01% | +55 | New |
| Private Trust Co NA | 57 | $11.1K | 0.00% | −60−51.3% | Reduced |
| Aspect Partners, LLC | 58 | $11.3K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 59 | $11.5K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 59 | $11.5K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 61 | $11.9K | 0.00% | +1+1.7% | Added |
| Prestige Wealth Management Group LLC | 61 | $11.9K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 64 | $12.5K | 0.00% | −23−26.4% | Reduced |
| Mather Group, LLC. | 64 | $12.5K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 70 | $12.8K | 0.01% | +70 | New |
| Measured Risk Portfolios, Inc. | 70 | $13.6K | 0.02% | +70 | New |
| UMA Financial Services, Inc. | 71 | $13.8K | 0.00% | +71 | New |
| Capital A Wealth Management, LLC | 74 | $14.4K | 0.02% | +74 | New |
| Union Bancaire Privee, UBP SA | 74 | $14.5K | 0.00% | +74 | New |
| Harbor Investment Advisory, LLC | 75 | $14.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 80 | $14.9K | 0.00% | +21+35.6% | Added |
| Toronto Dominion Bank | 79 | $15.0K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 77 | $15.1K | 0.01% | −34−30.6% | Reduced |
| WPG Advisers, LLC | 78 | $15.2K | 0.01% | +78 | New |
| SRS Capital Advisors, Inc. | 80 | $15.6K | 0.00% | +73+1,042.9% | Added |
| Cassady Schiller Wealth Management, LLC | 81 | $15.8K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 84 | $16.3K | 0.00% | −210−71.4% | Reduced |
| Field & Main Bank | 85 | $16.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 85 | $16.5K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 85 | $16.5K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 87 | $16.9K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 89 | $17.3K | 0.00% | +88+8,800.0% | Added |
| PSI Advisors, LLC | 90 | $17.5K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 93 | $18.1K | 0.00% | +24+34.8% | Added |
| Cary Street Partner Investment Advisory LLC | 94 | $18.3K | 0.01% | −15,096−99.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $19.0K | 0.01% | −27−21.3% | Reduced |
| MCF Advisors LLC | 100 | $19.5K | 0.00% | −17−14.5% | Reduced |
| Washington Trust Co | 100 | $19.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $19.5K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 100 | $19.5K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $19.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $19.5K | 0.00% | 00.0% | Unchanged |