| Chesapeake Asset Management LLC | 5 | $275 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 5 | $276 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $276 | 0.00% | +5 | New |
| ZRC Wealth Management, LLC | 5 | $278 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8 | $431 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 9 | $496 | 0.00% | +9 | New |
| Bare Financial Services, Inc | 9 | $496 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 9 | $496 | 0.00% | +9 | New |
| WestEnd Advisors, LLC | 10 | $551 | 0.00% | +5+100.0% | Added |
| ORG Partners LLC | 10 | $563 | 0.00% | −330−97.1% | Reduced |
| Cape Investment Advisory, Inc. | 11 | $606 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 13 | $716 | 0.00% | −316−96.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 13 | $717 | 0.00% | −2−13.3% | Reduced |
| Principia Wealth Advisory, LLC | 15 | $771 | 0.00% | +5+50.0% | Added |
| Ruedi Wealth Management, Inc. | 15 | $827 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 15 | $827 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 15 | $827 | 0.00% | +15 | New |
| Winnow Wealth LLC | 16 | $841 | 0.00% | +5+45.5% | Added |
| Bay Harbor Wealth Management, LLC | 16 | $881 | 0.00% | +16 | New |
| Transamerica Financial Advisors, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 25 | $1.38K | 0.00% | +5+25.0% | Added |
| Garde Capital, Inc. | 25 | $1.38K | 0.00% | +25 | New |
| WealthTrak Capital Management LLC | 30 | $1.65K | 0.00% | +15+100.0% | Added |
| Marshall Investment Management, LLC | 30 | $1.65K | 0.00% | +30 | New |
| Logan Capital Management Inc | 33 | $1.82K | 0.00% | +8+32.0% | Added |
| Penserra Capital Management LLC | 45 | $2.00K | 0.00% | −1,353−96.8% | Reduced |
| Dogwood Wealth Management LLC | 37 | $2.04K | 0.00% | +37 | New |
| Highline Wealth Partners LLC | 39 | $2.15K | 0.00% | +24+160.0% | Added |
| Salomon & Ludwin, LLC | 40 | $2.20K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 50 | $2.75K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 50 | $2.75K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 50 | $2.75K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 50 | $2.78K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 51 | $2.81K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 54 | $2.98K | 0.00% | +49+980.0% | Added |
| Capital Analysts, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Whipplewood Advisors, LLC | 132 | $3.03K | 0.00% | +77+140.0% | Added |
| Hughes Financial Services, LLC | 55 | $3.03K | 0.00% | +55 | New |
| Rossby Financial, LCC | 75 | $3.74K | 0.00% | +75 | New |
| Abound Wealth Management | 68 | $3.75K | 0.00% | −126−64.9% | Reduced |
| St. Johns Investment Management Company, LLC | 70 | $3.86K | 0.00% | −20−22.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 70 | $3.86K | 0.00% | +15+27.3% | Added |
| High Note Wealth, LLC | 73 | $4.02K | 0.00% | −2−2.7% | Reduced |
| Wolff Wiese Magana LLC | 75 | $4.13K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 75 | $4.13K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 78 | $4.30K | 0.00% | +62+387.5% | Added |
| McIlrath & Eck, LLC | 80 | $4.41K | 0.00% | −290−78.4% | Reduced |
| JNBA Financial Advisors | 80 | $4.41K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 92 | $4.67K | 0.00% | +27+41.5% | Added |
| New Millennium Group LLC | 88 | $4.83K | 0.00% | +1+1.1% | Added |
| United Community Bank | 95 | $5.24K | 0.00% | +95 | New |
| Northwest Capital Management Inc | 100 | $5.51K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 105 | $5.79K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 110 | $6.06K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 110 | $6.06K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 111 | $6.12K | 0.00% | +76+217.1% | Added |
| Flaharty Asset Management, LLC | 115 | $6.34K | 0.00% | +115 | New |
| CNB Bank | 125 | $6.89K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 129 | $7.11K | 0.01% | +129 | New |
| Plante Moran Financial Advisors, LLC | 129 | $7.12K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 130 | $7.16K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 135 | $7.44K | 0.01% | −100−42.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 139 | $7.66K | 0.01% | +139 | New |
| Concord Wealth Partners | 140 | $7.71K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 140 | $7.71K | 0.00% | +140 | New |
| Park Square Financial Group, LLC | 141 | $7.77K | 0.01% | +136+2,720.0% | Added |
| Aspect Partners, LLC | 145 | $7.99K | 0.00% | −30−17.1% | Reduced |
| Strategic Investment Solutions, Inc. | 150 | $8.27K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 160 | $8.84K | 0.00% | +10+6.7% | Added |
| Wealth Preservation Advisors, LLC | 162 | $8.93K | 0.01% | +162 | New |
| Park Place Capital Corp | 165 | $9.09K | 0.00% | −55−25.0% | Reduced |
| American National Bank | 165 | $9.09K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 169 | $9.33K | 0.01% | 00.0% | Unchanged |
| Luminist Capital LLC | 170 | $9.36K | 0.01% | +170 | New |
| ORG Wealth Partners, LLC | 175 | $9.65K | 0.00% | +175 | New |
| Valued Wealth Advisors LLC | 179 | $9.85K | 0.01% | +29+19.3% | Added |
| FNY Investment Advisers, LLC | 182 | $10.0K | 0.01% | +182 | New |
| Avion Wealth | 223 | $11.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 199 | $11.1K | 0.01% | +199 | New |
| NewSquare Capital LLC | 206 | $11.4K | 0.00% | +181+724.0% | Added |
| Saudi Central Bank | 210 | $11.6K | 0.06% | +210 | New |
| Main Street Group, LTD | 211 | $11.6K | 0.00% | +86+68.8% | Added |
| Murphy & Mullick Capital Management Corp | 225 | $12.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 239 | $13.2K | 0.00% | +24+11.2% | Added |
| MV Capital Management, Inc. | 249 | $13.7K | 0.00% | +2+0.8% | Added |
| Game Plan Financial Advisors, LLC | 250 | $13.8K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 251 | $13.9K | 0.00% | +251 | New |
| Harvest Fund Management Co., Ltd | 261 | $14.0K | 0.00% | +1+0.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 250 | $14.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 260 | $14.3K | 0.00% | −115−30.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 265 | $14.6K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 268 | $14.8K | 0.00% | −315−54.0% | Reduced |
| Crews Bank & Trust | 275 | $15.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 285 | $15.7K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 290 | $16.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 300 | $16.5K | 0.00% | −360−54.5% | Reduced |
| Hartford Financial Management Inc. | 300 | $16.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 315 | $17.4K | 0.02% | −15−4.5% | Reduced |
| Dunhill Financial, LLC | 315 | $17.4K | 0.01% | −196−38.4% | Reduced |