| Resources Management Corp | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −5−83.3% | Reduced |
| Truvestments Capital LLC | 3 | $43 | 0.00% | 00.0% | Unchanged |
| City State Bank | 4 | $68 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $68 | 0.00% | +4 | New |
| Godfrey Financial Associates, Inc. | 5 | $85 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $102 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $102 | 0.00% | +6 | New |
| Quaker Wealth Management, LLC | 7 | $119 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 9 | $153 | 0.00% | +9 | New |
| Creative Financial Designs Inc | 10 | $170 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $187 | 0.00% | +5+83.3% | Added |
| Legacy Wealth Managment, LLC | 11 | $187 | 0.00% | +11 | New |
| Dunhill Financial, LLC | 11 | $199 | 0.00% | −7−38.9% | Reduced |
| Friedenthal Financial | 12 | $204 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 13 | $221 | 0.00% | +13 | New |
| TopTier Wealth Management, LLC | 13 | $221 | 0.00% | +13 | New |
| Principia Wealth Advisory, LLC | 14 | $238 | 0.00% | +10+250.0% | Added |
| Anchor Investment Management, LLC | 16 | $272 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 17 | $289 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 18 | $300 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $306 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 20 | $340 | 0.00% | +20 | New |
| Bear Mountain Capital, Inc. | 16 | $344 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 24 | $408 | 0.00% | +7+41.2% | Added |
| Monetary Solutions, Ltd | 25 | $425 | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 28 | $456 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $459 | 0.00% | +5+22.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | $459 | 0.00% | +27 | New |
| Westfuller Advisors, LLC | 28 | $475 | 0.00% | −28−50.0% | Reduced |
| Cornerstone Financial Management LLC | 30 | $510 | 0.00% | +30 | New |
| Financial Consulate, Inc | 31 | $527 | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 31 | $527 | 0.00% | +31 | New |
| Cornerstone Planning Group LLC | 29 | $532 | 0.00% | +29 | New |
| Assetmark, Inc | 32 | $544 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 36 | $612 | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 36 | $616 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 37 | $629 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 41 | $662 | 0.00% | −27−39.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 39 | $663 | 0.00% | +6+18.2% | Added |
| Raffa Wealth Management, LLC | 40 | $680 | 0.00% | +4+11.1% | Added |
| Basepoint Wealth LLC | 41 | $703 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 42 | $720 | 0.00% | +42 | New |
| Tompkins Financial Corp | 43 | $731 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 47 | $799 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 48 | $816 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 48 | $816 | 0.00% | +37+336.4% | Added |
| Paladin Partners, LLC | 50 | $850 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 52 | $884 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 56 | $951 | 0.00% | +27+93.1% | Added |
| Plante Moran Financial Advisors, LLC | 57 | $968 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 58 | $985 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 59 | $992 | 0.00% | +52+742.9% | Added |
| Bogart Wealth, LLC | 60 | $1.02K | 0.00% | −20−25.0% | Reduced |
| Sound Income Strategies, LLC | 62 | $1.05K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 68 | $1.16K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 71 | $1.21K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 75 | $1.27K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 76 | $1.29K | 0.00% | +76 | New |
| Community Financial Services Group, LLC | 79 | $1.34K | 0.00% | +79 | New |
| Private Trust Co NA | 79 | $1.34K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 81 | $1.38K | 0.00% | −33−28.9% | Reduced |
| Manchester Capital Management LLC | 83 | $1.41K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 86 | $1.46K | 0.00% | −21−19.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 91 | $1.55K | 0.00% | +91 | New |
| Danske Bank A/S | 100 | $1.70K | 0.00% | −1,800−94.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 100 | $1.70K | 0.00% | +64+177.8% | Added |
| Colonial Trust Co | 101 | $1.72K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 103 | $1.75K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 106 | $1.80K | 0.00% | +95+863.6% | Added |
| Stone House Investment Management, LLC | 108 | $1.83K | 0.00% | +108 | New |
| Golden State Wealth Management, LLC | 108 | $1.85K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 114 | $1.94K | 0.00% | −1,568−93.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 120 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 128 | $2.17K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 128 | $2.18K | 0.00% | +101+374.1% | Added |
| Rialto Wealth Management, LLC | 142 | $2.41K | 0.00% | +28+24.6% | Added |
| Ameritas Advisory Services, LLC | 142 | $2.41K | 0.00% | +142 | New |
| MidFirst Bank | 143 | $2.43K | 0.00% | +143 | New |
| Darwin Advisors, LLC | 149 | $2.54K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 150 | $2.55K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 152 | $2.58K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 165 | $2.80K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 168 | $2.85K | 0.00% | +168 | New |
| Union Savings Bank | 175 | $2.97K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 178 | $3.00K | 0.00% | −51−22.3% | Reduced |
| JPL Wealth Management, LLC | 184 | $3.13K | 0.00% | +184 | New |
| BankPlus Trust Department | 185 | $3.14K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 190 | $3.23K | 0.00% | +14+8.0% | Added |
| International Assets Investment Management, LLC | 193 | $3.27K | 0.00% | −150−43.7% | Reduced |
| Boreal Capital Management LLC | 200 | $3.40K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 205 | $3.48K | 0.00% | +200+4,000.0% | Added |
| Prestige Wealth Management Group LLC | 207 | $3.52K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 210 | $3.57K | 0.00% | +154+275.0% | Added |
| Ancora Advisors, LLC | 232 | $3.94K | 0.00% | −565−70.9% | Reduced |
| Phillip James Consulting Co. | 236 | $4.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 238 | $4.04K | 0.00% | +23+10.7% | Added |
| LRI Investments, LLC | 238 | $4.04K | 0.00% | +238 | New |
| TD Private Client Wealth LLC | 242 | $4.11K | 0.00% | +128+112.3% | Added |