| American Wealth Advisors, LLC | 29 | $2.92K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 30 | $2.99K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 30 | $2.99K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 30 | $2.99K | 0.00% | +30 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 32 | $3.19K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 32 | $3.19K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 32 | $3.19K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 32 | $3.21K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 33 | $3.29K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 33 | $3.29K | 0.00% | +33 | New |
| Luken Investment Analytics, LLC | 33 | $3.29K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 34 | $3.39K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 34 | $3.39K | 0.00% | +28+466.7% | Added |
| Hager Investment Management Services, LLC | 34 | $3.39K | 0.00% | +34 | New |
| Adkins Seale Capital Management LLC | 34 | $3.39K | 0.00% | +34 | New |
| Advocate Investing Services LLC | 34 | $3.41K | 0.00% | +34 | New |
| Prosperity Bancshares Inc | 36 | $3.59K | 0.00% | +36 | New |
| Evelyn Partners Asset Management Ltd | 37 | $3.69K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 37 | $3.69K | 0.00% | +37 | New |
| Fairman Group, LLC | 38 | $3.80K | 0.00% | +38 | New |
| Cedar Mountain Advisors, LLC | 38 | $3.82K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 40 | $3.99K | 0.00% | −4−9.1% | Reduced |
| BNP Paribas | 40 | $4.05K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 43 | $4.29K | 0.00% | +43 | New |
| Noble Wealth Management PBC | 44 | $4.39K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 44 | $4.39K | 0.00% | +44 | New |
| MV Capital Management, Inc. | 44 | $4.39K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 45 | $4.49K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 46 | $4.59K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 47 | $4.69K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 47 | $4.69K | 0.00% | +5+11.9% | Added |
| MidAtlantic Capital Management, Inc. | 48 | $4.79K | 0.00% | +48 | New |
| Marquette Asset Management, LLC | 49 | $4.89K | 0.00% | −33−40.2% | Reduced |
| Pflug Koory, LLC | 50 | $4.99K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 60 | $5.00K | 0.00% | −2−3.2% | Reduced |
| Colonial Trust Advisors | 50 | $5.03K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 49 | $5.03K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 51 | $5.09K | 0.00% | +51 | New |
| CDKV Holdings LLC | 52 | $5.19K | 0.00% | +52 | New |
| Howard Hughes Medical Institute | 53 | $5.29K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 53 | $5.29K | 0.00% | +53 | New |
| Prestige Wealth Management Group LLC | 53 | $5.30K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 54 | $5.39K | 0.00% | +35+184.2% | Added |
| Acumen Wealth Advisors, LLC | 56 | $5.59K | 0.00% | +56 | New |
| Ares Financial Consulting, LLC | 57 | $5.69K | 0.01% | +57 | New |
| Creative Financial Designs Inc | 57 | $5.69K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 58 | $5.79K | 0.00% | +58 | New |
| Core Alternative Capital | 60 | $5.99K | 0.00% | −6−9.1% | Reduced |
| PFS Partners, LLC | 63 | $6.24K | 0.00% | +1+1.6% | Added |
| Horizon Financial Services, LLC | 63 | $6.29K | 0.00% | +16+34.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 66 | $6.58K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 66 | $6.58K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 68 | $6.79K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $6.89K | 0.00% | +36+109.1% | Added |
| High Note Wealth, LLC | 70 | $6.99K | 0.00% | −2−2.8% | Reduced |
| Sachetta, LLC | 70 | $7.00K | 0.00% | −483−87.3% | Reduced |
| Osbon Capital Management LLC | 71 | $7.08K | 0.01% | +71 | New |
| True Wealth Design, LLC | 72 | $7.18K | 0.00% | −252−77.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 72 | $7.18K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 72 | $7.19K | 0.00% | +72 | New |
| Investors Portfolio Services LLC | 73 | $7.30K | 0.01% | +73 | New |
| Indiana Trust & Investment Management CO | 74 | $7.38K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 75 | $7.48K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 75 | $7.48K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 77 | $7.68K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 77 | $7.68K | 0.00% | +77 | New |
| Keating Financial Advisory Services, Inc. | 77 | $7.68K | 0.00% | +77 | New |
| Meramec Financial Planners, LLC | 85 | $7.70K | 0.00% | +85 | New |
| Westend Capital Management, LLC | 79 | $7.88K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 80 | $7.98K | 0.00% | −9−10.1% | Reduced |
| Quattro Advisors LLC | 81 | $8.12K | 0.01% | +81 | New |
| Evelyn Partners Investment Management Services Ltd | 82 | $8.18K | 0.00% | −70−46.1% | Reduced |
| ZRC Wealth Management, LLC | 83 | $8.28K | 0.00% | −12−12.6% | Reduced |
| Pinney & Scofield, Inc. | 86 | $8.58K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 87 | $8.68K | 0.00% | +87 | New |
| Millstone Evans Group, LLC | 87 | $8.68K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 88 | $8.78K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 92 | $9.18K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 96 | $9.58K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 98 | $9.78K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $9.98K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 102 | $10.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 105 | $10.5K | 0.00% | +61+138.6% | Added |
| Bell Investment Advisors, Inc | 106 | $10.6K | 0.00% | −39−26.9% | Reduced |
| Global Trust Asset Management, LLC | 107 | $10.7K | 0.00% | −102−48.8% | Reduced |
| Operose Advisors LLC | 113 | $11.3K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 113 | $11.3K | 0.00% | −5−4.2% | Reduced |
| McIlrath & Eck, LLC | 114 | $11.4K | 0.00% | −38−25.0% | Reduced |
| McMillan Office, Inc. | 116 | $11.6K | 0.00% | +116 | New |
| Financial Management Professionals, Inc. | 116 | $11.6K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 116 | $11.6K | 0.00% | −256−68.8% | Reduced |
| Bayban | 118 | $11.8K | 0.01% | +118 | New |
| LFA - Lugano Financial Advisors SA | 120 | $12.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 130 | $13.0K | 0.00% | −25−16.1% | Reduced |
| Cheviot Value Management, LLC | 133 | $13.1K | 0.00% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 132 | $13.2K | 0.01% | +132 | New |
| Strategic Wealth Partners, Ltd. | 136 | $13.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 138 | $13.6K | 0.00% | +123+820.0% | Added |
| Boit C F David | 133 | $13.7K | 0.01% | 00.0% | Unchanged |