| Resources Management Corp | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | +6 | New |
| Catherine Avery Investment Management LLC | 2 | $41 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3 | $46 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $72 | 0.00% | 00.0% | Unchanged |
| City State Bank | 4 | $72 | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 5 | $90 | 0.00% | −497−99.0% | Reduced |
| Godfrey Financial Associates, Inc. | 5 | $90 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 6 | $109 | 0.00% | −10−62.5% | Reduced |
| Valued Wealth Advisors LLC | 6 | $109 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 7 | $127 | 0.00% | −601−98.8% | Reduced |
| Quaker Wealth Management, LLC | 7 | $127 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $181 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 11 | $199 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 11 | $206 | 0.00% | −7−38.9% | Reduced |
| Friedenthal Financial | 12 | $216 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 15 | $271 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 16 | $289 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 16 | $307 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 17 | $307 | 0.00% | +17 | New |
| American Capital Advisory, LLC | 17 | $308 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 17 | $308 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 18 | $320 | 0.00% | +18 | New |
| Dunhill Financial, LLC | 18 | $323 | 0.00% | +10+125.0% | Added |
| Bruce G. Allen Investments, LLC | 18 | $325 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $398 | 0.00% | +22 | New |
| Rossby Financial, LCC | 22 | $398 | 0.00% | +22 | New |
| Monetary Solutions, Ltd | 25 | $452 | 0.00% | +25 | New |
| CoreCap Advisors, LLC | 27 | $490 | 0.00% | +1+3.8% | Added |
| Bay Harbor Wealth Management, LLC | 29 | $524 | 0.00% | +13+81.3% | Added |
| Sankala Group LLC | 28 | $538 | 0.00% | +28 | New |
| Financial Consulate, Inc | 31 | $561 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 32 | $579 | 0.00% | +5+18.5% | Added |
| DiNuzzo Private Wealth, Inc. | 33 | $597 | 0.00% | +16+94.1% | Added |
| CVA Family Office, LLC | 35 | $633 | 0.00% | +35 | New |
| Hoey Investments, Inc | 36 | $651 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $651 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 36 | $651 | 0.00% | +36 | New |
| Maseco LLP | 36 | $656 | 0.00% | +36 | New |
| Caldwell Sutter Capital, Inc. | 37 | $669 | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 40 | $723 | 0.00% | +40 | New |
| Basepoint Wealth LLC | 41 | $743 | 0.00% | +41 | New |
| Tompkins Financial Corp | 43 | $777 | 0.00% | −8,000−99.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 47 | $850 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 48 | $864 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 50 | $904 | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 50 | $904 | 0.00% | +50 | New |
| Kilter Group LLC | 52 | $941 | 0.00% | −8−13.3% | Reduced |
| Westfuller Advisors, LLC | 56 | $1.01K | 0.00% | +1+1.8% | Added |
| Fortitude Family Office, LLC | 56 | $1.01K | 0.00% | −15−21.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 57 | $1.03K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 57 | $1.03K | 0.00% | +57 | New |
| Cromwell Holdings LLC | 58 | $1.05K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 61 | $1.10K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 62 | $1.17K | 0.00% | +53+588.9% | Added |
| Glass Jacobson Investment Advisors llc | 68 | $1.23K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 68 | $1.24K | 0.00% | +22+47.8% | Added |
| McMillan Office, Inc. | 71 | $1.28K | 0.00% | +71 | New |
| Pflug Koory, LLC | 75 | $1.36K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 79 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 80 | $1.45K | 0.00% | −35−30.4% | Reduced |
| Manchester Capital Management LLC | 83 | $1.50K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 94 | $1.70K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 120 | $1.73K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 101 | $1.83K | 0.00% | +1+1.0% | Added |
| AdvisorNet Financial, Inc | 103 | $1.86K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 107 | $1.94K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 108 | $1.97K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 112 | $2.02K | 0.00% | +11+10.9% | Added |
| TD Private Client Wealth LLC | 114 | $2.06K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 114 | $2.06K | 0.00% | +84+280.0% | Added |
| Rialto Wealth Management, LLC | 114 | $2.06K | 0.00% | +19+20.0% | Added |
| SJS Investment Consulting Inc. | 121 | $2.19K | 0.00% | +16+15.2% | Added |
| Elyxium Wealth, LLC | 124 | $2.24K | 0.00% | +124 | New |
| Bell Investment Advisors, Inc | 128 | $2.31K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 146 | $2.64K | 0.00% | +146 | New |
| Darwin Advisors, LLC | 149 | $2.69K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 150 | $2.71K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 152 | $2.75K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 165 | $2.98K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 175 | $3.16K | 0.00% | +175 | New |
| JFS Wealth Advisors, LLC | 176 | $3.18K | 0.00% | +142+417.6% | Added |
| BankPlus Trust Department | 185 | $3.35K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 200 | $3.62K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $3.62K | 0.00% | +200 | New |
| First Eagle Investment Management, LLC | 201 | $3.63K | 0.00% | +201 | New |
| Prestige Wealth Management Group LLC | 207 | $3.74K | 0.00% | +32+18.3% | Added |
| Trust Co of Vermont | 211 | $3.81K | 0.00% | +211 | New |
| Keating Financial Advisory Services, Inc. | 215 | $3.89K | 0.00% | +215 | New |
| SageView Advisory Group, LLC | 215 | $3.89K | 0.00% | +215 | New |
| Ogorek Anthony Joseph | 229 | $4.00K | 0.00% | +152+197.4% | Added |
| Phillip James Consulting Co. | 236 | $4.00K | 0.07% | +236 | New |
| Basecamp Wealth Advisors LLC | 226 | $4.09K | 0.00% | +226 | New |
| Versant Capital Management, Inc | 241 | $4.36K | 0.00% | +135+127.4% | Added |
| 1 North Wealth Services LLC | 241 | $4.36K | 0.00% | +241 | New |
| Millstone Evans Group, LLC | 243 | $4.39K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 285 | $5.15K | 0.00% | −165−36.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 300 | $5.42K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 300 | $5.42K | 0.00% | 00.0% | Unchanged |