| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $191 | 0.00% | −4−80.0% | Reduced |
| Grey Fox Wealth Advisors, LLC | 1 | $191 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $192 | 0.00% | −26−96.3% | Reduced |
| Rise Advisors, LLC | 2 | $309 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $382 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 2 | $415 | 0.00% | +2 | New |
| Horizon Investments, LLC | 3 | $573 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 3 | $573 | 0.00% | +3 | New |
| Bear Mountain Capital, Inc. | 3 | $606 | 0.00% | +3 | New |
| Kozak & Associates, Inc. | 4 | $726 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $765 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 5 | $955 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $955 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5 | $955 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 5 | $955 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 5 | $955 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $956 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Caitong International Asset Management Co., Ltd | 7 | $1.34K | 0.00% | −38−84.4% | Reduced |
| Dunhill Financial, LLC | 8 | $1.49K | 0.00% | +6+300.0% | Added |
| Evermay Wealth Management LLC | 8 | $1.53K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 8 | $1.53K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 8 | $1.53K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $1.73K | 0.00% | +9 | New |
| Motco | 10 | $1.91K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $1.91K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 11 | $2.10K | 0.00% | −89−89.0% | Reduced |
| Legacy Wealth Managment, LLC | 11 | $2.10K | 0.00% | −2−15.4% | Reduced |
| Wealth Preservation Advisors, LLC | 12 | $2.29K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 12 | $2.29K | 0.00% | +12 | New |
| Quest 10 Wealth Builders, Inc. | 13 | $2.48K | 0.00% | +13 | New |
| Abound Wealth Management | 13 | $2.48K | 0.00% | +7+116.7% | Added |
| HighMark Wealth Management LLC | 14 | $2.70K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 15 | $2.87K | 0.00% | +15 | New |
| Valley National Advisers Inc | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Private Wealth Asset Management, LLC | 16 | $3.06K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 19 | $3.54K | 0.00% | +2+11.8% | Added |
| Country Trust Bank | 20 | $3.82K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 20 | $3.82K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 20 | $3.82K | 0.00% | +20 | New |
| Hemington Wealth Management | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21 | $4.01K | 0.00% | +13+162.5% | Added |
| Stone House Investment Management, LLC | 21 | $4.04K | 0.00% | +11+110.0% | Added |
| Fortitude Family Office, LLC | 24 | $4.59K | 0.00% | −26−52.0% | Reduced |
| Boreal Capital Management LLC | 24 | $4.59K | 0.00% | +24 | New |
| Glen Eagle Advisors, LLC | 25 | $4.76K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 25 | $4.78K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 25 | $4.80K | 0.00% | +11+78.6% | Added |
| Orion Capital Management LLC | 26 | $4.97K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 26 | $4.97K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $5.16K | 0.00% | +12+80.0% | Added |
| Wolff Wiese Magana LLC | 30 | $5.73K | 0.00% | +30 | New |
| Mark Sheptoff Financial Planning, LLC | 36 | $6.20K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 35 | $6.69K | 0.00% | −430−92.5% | Reduced |
| AdvisorNet Financial, Inc | 35 | $6.69K | 0.00% | −66−65.3% | Reduced |
| Brown Brothers Harriman & Co | 35 | $6.69K | 0.00% | −16−31.4% | Reduced |
| Field & Main Bank | 35 | $6.69K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 35 | $6.69K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 127 | $6.87K | 0.00% | +35+38.0% | Added |
| Truvestments Capital LLC | 37 | $7.07K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 38 | $7.26K | 0.00% | +38 | New |
| Creative Capital Management Investments LLC | 39 | $7.45K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 39 | $7.45K | 0.01% | +39 | New |
| Morse Asset Management, Inc | 40 | $7.64K | 0.00% | −9−18.4% | Reduced |
| Wall Street Access Asset Management, LLC | 45 | $8.60K | 0.00% | +45 | New |
| Larson Financial Group LLC | 47 | $8.89K | 0.00% | +23+95.8% | Added |
| Silicon Valley Capital Partners | 47 | $8.98K | 0.00% | +47 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 48 | $9.23K | 0.00% | +48 | New |
| Principia Wealth Advisory, LLC | 49 | $9.36K | 0.01% | +31+172.2% | Added |
| Adirondack Trust Co | 50 | $9.55K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 50 | $9.55K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 50 | $9.55K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 51 | $9.84K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 53 | $10.1K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 58 | $11.1K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 61 | $11.7K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 67 | $12.0K | 0.00% | +67 | New |
| Mather Group, LLC. | 63 | $12.0K | 0.00% | +63 | New |
| Bare Financial Services, Inc | 64 | $12.2K | 0.00% | +23+56.1% | Added |
| Harbor Investment Advisory, LLC | 75 | $14.3K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 74 | $14.7K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 77 | $14.7K | 0.00% | +77 | New |
| Highline Wealth Partners LLC | 79 | $15.1K | 0.00% | −71−47.3% | Reduced |
| Park Square Financial Group, LLC | 82 | $15.7K | 0.07% | −4−4.7% | Reduced |
| Accent Capital Management, LLC | 85 | $16.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 87 | $16.6K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 89 | $17.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 90 | $17.2K | 0.00% | −1,100−92.4% | Reduced |
| Caldwell Trust Co | 100 | $19.1K | 0.00% | −325−76.5% | Reduced |
| Lowe Wealth Advisors, LLC | 100 | $19.1K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 100 | $19.1K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $19.1K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $19.1K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 103 | $19.7K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 108 | $20.6K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 109 | $20.8K | 0.01% | +30+38.0% | Added |