| SIMA Wealth Partners, LLC | 72 | $892 | 0.00% | +72 | New |
| Pinney & Scofield, Inc. | 74 | $921 | 0.00% | +74 | New |
| EnRich Financial Partners LLC | 78 | $971 | 0.00% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 80 | $996 | 0.00% | +80 | New |
| Picton Mahoney Asset Management | 96 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 78 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 119 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 84 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 83 | $1.03K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 85 | $1.06K | 0.00% | +85 | New |
| Tradewinds Capital Management, LLC | 87 | $1.08K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $1.17K | 0.00% | – | – |
| JNBA Financial Advisors | 98 | $1.22K | 0.00% | −8−7.5% | Reduced |
| MPWM Advisory Solutions, LLC | 101 | $1.26K | 0.00% | +101 | New |
| Rise Advisors, LLC | 106 | $1.32K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 107 | $1.33K | 0.00% | −106−49.8% | Reduced |
| NewSquare Capital LLC | 114 | $1.42K | 0.00% | +114 | New |
| Wiser Advisor Group LLC | 118 | $1.47K | 0.00% | −7−5.6% | Reduced |
| Richards, Merrill & Peterson, Inc. | 120 | $1.49K | 0.00% | +120 | New |
| Raffa Wealth Management, LLC | 121 | $1.51K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 122 | $1.52K | 0.00% | +122 | New |
| Holos Integrated Wealth LLC | 127 | $1.58K | 0.00% | +127 | New |
| Burkett Financial Services, LLC | 131 | $1.64K | 0.00% | +1+0.8% | Added |
| Delta Asset Management LLC | 134 | $1.67K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 134 | $1.67K | 0.00% | +134 | New |
| Lavaca Capital LLC | 137 | $1.71K | 0.00% | +137 | New |
| Turim 21 Investimentos Ltda. | 152 | $1.72K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 138 | $1.73K | 0.00% | +24+21.1% | Added |
| Kentucky Trust Co | 140 | $1.74K | 0.00% | +140 | New |
| Darwin Advisors, LLC | 141 | $1.75K | 0.00% | −194−57.9% | Reduced |
| Field & Main Bank | 141 | $1.75K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 148 | $1.84K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 175 | $1.89K | 0.00% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 152 | $1.89K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 152 | $1.89K | 0.00% | −13−7.9% | Reduced |
| Whipplewood Advisors, LLC | 159 | $1.98K | 0.00% | +159 | New |
| GPS Wealth Strategies Group, LLC | 160 | $1.99K | 0.00% | −110−40.7% | Reduced |
| Union Bancaire Privee, UBP SA | 161 | $1.99K | 0.00% | +161 | New |
| Avion Wealth | 219 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 166 | $2.00K | 0.00% | +166 | New |
| Kiely Wealth Advisory Group, Inc. | 191 | $2.03K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 167 | $2.08K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 168 | $2.09K | 0.00% | +2+1.2% | Added |
| First Community Trust NA | 170 | $2.12K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 174 | $2.17K | 0.00% | +63+56.8% | Added |
| Evelyn Partners Investment Management Services Ltd | 174 | $2.17K | 0.00% | +174 | New |
| Laurel Wealth Advisors LLC | 176 | $2.19K | 0.00% | −138−43.9% | Reduced |
| Cape Investment Advisory, Inc. | 177 | $2.20K | 0.00% | −63−26.3% | Reduced |
| Vermillion Wealth Management, Inc. | 179 | $2.23K | 0.00% | +179 | New |
| Tidemark, LLC | 185 | $2.30K | 0.00% | +1+0.5% | Added |
| Cornerstone National Bank & Trust Co | 186 | $2.32K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 186 | $2.32K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 189 | $2.35K | 0.00% | +189 | New |
| TruNorth Capital Management, LLC | 190 | $2.37K | 0.00% | +100+111.1% | Added |
| Old Second National Bank of Aurora | 191 | $2.38K | 0.00% | −1−0.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 192 | $2.39K | 0.00% | +192 | New |
| Colonial Trust Advisors | 200 | $2.50K | 0.00% | −232−53.7% | Reduced |
| PFS Partners, LLC | 204 | $2.54K | 0.00% | −57−21.8% | Reduced |
| HighMark Wealth Management LLC | 208 | $2.59K | 0.00% | −285−57.8% | Reduced |
| Wingate Wealth Advisors, Inc. | 212 | $2.64K | 0.00% | +212 | New |
| Catherine Avery Investment Management LLC | 213 | $2.65K | 0.00% | +213 | New |
| Caitlin John, LLC | 218 | $2.71K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 220 | $2.74K | 0.00% | +220 | New |
| Guardian Wealth Management, Inc. | 231 | $2.87K | 0.00% | +1+0.4% | Added |
| Godsey & Gibb Associates | 232 | $2.89K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 236 | $2.94K | 0.00% | −2,539−91.5% | Reduced |
| Atwood & Palmer Inc | 247 | $3.08K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 248 | $3.09K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $3.11K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 251 | $3.13K | 0.00% | +6+2.4% | Added |
| Creative Financial Designs Inc | 252 | $3.14K | 0.00% | +11+4.6% | Added |
| Stephens Consulting, LLC | 253 | $3.15K | 0.00% | −49−16.2% | Reduced |
| Heritage Wealth Advisors | 254 | $3.16K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 263 | $3.27K | 0.00% | +263 | New |
| First Financial Corp | 265 | $3.30K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 266 | $3.31K | 0.00% | −1,000−79.0% | Reduced |
| Eagle Bay Advisors LLC | 266 | $3.31K | 0.00% | −12−4.3% | Reduced |
| CGC Financial Services, LLC | 266 | $3.31K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 267 | $3.33K | 0.00% | +37+16.1% | Added |
| Continuum Advisory, LLC | 267 | $3.33K | 0.00% | +2+0.8% | Added |
| Rogco, LP | 269 | $3.35K | 0.00% | −793−74.7% | Reduced |
| UMA Financial Services, Inc. | 269 | $3.35K | 0.00% | +269 | New |
| Raleigh Capital Management Inc. | 276 | $3.44K | 0.00% | +96+53.3% | Added |
| Caldwell Trust Co | 280 | $3.49K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 282 | $3.51K | 0.00% | −308−52.2% | Reduced |
| Redwood Park Advisors LLC | 288 | $3.59K | 0.00% | +288 | New |
| West Branch Capital LLC | 293 | $3.65K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 294 | $3.66K | 0.00% | +265+913.8% | Added |
| Hartford Financial Management Inc. | 297 | $3.70K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 301 | $3.75K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 302 | $3.75K | 0.00% | +113+59.8% | Added |
| Fairman Group, LLC | 304 | $3.79K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 310 | $3.86K | 0.00% | +310 | New |
| Fiduciary Advisors, Inc. | 313 | $3.90K | 0.00% | +313 | New |
| Millstone Evans Group, LLC | 320 | $3.98K | 0.00% | +320 | New |
| PrairieView Partners, LLC | 392 | $4.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 327 | $4.00K | 0.00% | +261+395.5% | Added |
| Piscataqua Savings Bank | 322 | $4.00K | 0.00% | 00.0% | Unchanged |