| Godfrey Financial Associates, Inc. | 6 | $674 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $674 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 8 | $899 | 0.00% | −14−63.6% | Reduced |
| Kings Path Partners LLC | 8 | $899 | 0.00% | +8 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 10 | $1.00K | 0.00% | +10 | New |
| Financial Network Wealth Advisors LLC | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 10 | $1.12K | 0.00% | +10 | New |
| Investors Portfolio Services LLC | 11 | $1.24K | 0.00% | 00.0% | Unchanged |
| Trust Co | 12 | $1.35K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 12 | $1.35K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 12 | $1.35K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 13 | $1.46K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 14 | $1.57K | 0.00% | +10+250.0% | Added |
| Private Wealth Asset Management, LLC | 16 | $1.80K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 18 | $2.02K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 21 | $2.36K | 0.00% | +21 | New |
| Penserra Capital Management LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 31 | $3.48K | 0.00% | +4+14.8% | Added |
| Cape Investment Advisory, Inc. | 34 | $3.82K | 0.00% | +34 | New |
| Strategic Wealth Partners, Ltd. | 34 | $3.82K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 36 | $4.04K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 39 | $4.38K | 0.00% | +20+105.3% | Added |
| HM Payson & Co | 39 | $4.38K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 40 | $4.49K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 40 | $4.49K | 0.00% | +40 | New |
| GHP Investment Advisors, Inc. | 41 | $4.61K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 43 | $4.83K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 44 | $4.94K | 0.00% | +40+1,000.0% | Added |
| BOK Financial Private Wealth, Inc. | 45 | $5.05K | 0.00% | +45 | New |
| Stone House Investment Management, LLC | 48 | $5.39K | 0.00% | +35+269.2% | Added |
| True Wealth Design, LLC | 53 | $5.95K | 0.00% | −70−56.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 56 | $6.30K | 0.00% | +8+16.7% | Added |
| JDM Financial Group LLC | 60 | $6.74K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 65 | $7.30K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 65 | $7.30K | 0.00% | +65 | New |
| Zions Bancorporation, National Association | 71 | $7.97K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 71 | $7.97K | 0.00% | +50+238.1% | Added |
| BNP Paribas | 75 | $8.42K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 85 | $9.55K | 0.00% | +39+84.8% | Added |
| Cassaday & Co Wealth Management LLC | 87 | $9.79K | 0.00% | −33−27.5% | Reduced |
| Private Trust Co NA | 89 | $10.0K | 0.00% | +5+6.0% | Added |
| S&T Bank | 90 | $10.1K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 95 | $10.7K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 100 | $11.2K | 0.00% | +100 | New |
| HighMark Wealth Management LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $11.3K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 101 | $11.3K | 0.01% | +101 | New |
| Toth Financial Advisory Corp | 103 | $11.6K | 0.00% | −20−16.3% | Reduced |
| Manchester Capital Management LLC | 105 | $11.8K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 125 | $14.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 125 | $14.0K | 0.00% | 00.0% | Unchanged |
| Axxion S.A. | 180 | $14.3K | 0.00% | +180 | New |
| South State Corp. | 130 | $14.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 130 | $14.6K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 135 | $15.2K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 143 | $16.1K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 150 | $16.8K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 150 | $16.8K | 0.00% | +150 | New |
| WS Portfolio Advisory, LLC | 150 | $16.8K | 0.42% | +150 | New |
| Spectrum Wealth Advisory Group, LLC | 150 | $16.9K | 0.00% | +150 | New |
| Central Trust Co | 156 | $17.5K | 0.00% | +1+0.6% | Added |
| NBT Bank N A | 157 | $17.6K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 160 | $18.0K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 161 | $18.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 162 | $18.2K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 162 | $18.2K | 0.01% | +162 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 163 | $18.3K | 0.00% | +76+87.4% | Added |
| IMA Wealth, Inc. | 175 | $19.7K | 0.00% | +175 | New |
| Golden State Equity Partners | 176 | $19.8K | 0.05% | −1,198−87.2% | Reduced |
| Pacific Center for Financial Services | 183 | $20.6K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 184 | $20.7K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 195 | $21.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 197 | $22.1K | 0.00% | −245−55.4% | Reduced |
| Evermay Wealth Management LLC | 200 | $22.5K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 200 | $22.5K | 0.01% | 00.0% | Unchanged |
| Paladin Partners, LLC | 201 | $22.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 211 | $23.5K | 0.00% | −17−7.5% | Reduced |
| Caldwell Trust Co | 215 | $24.1K | 0.00% | −215−50.0% | Reduced |
| Hollencrest Capital Management | 236 | $26.5K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 245 | $27.5K | 0.00% | +245 | New |
| Tompkins Financial Corp | 247 | $27.7K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 255 | $28.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 258 | $29.0K | 0.00% | +4+1.6% | Added |
| IAG Wealth Partners, LLC | 300 | $33.7K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 300 | $33.7K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 300 | $33.7K | 0.02% | 00.0% | Unchanged |
| Bulwark Capital Corp | 300 | $33.7K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 316 | $35.5K | 0.01% | +316 | New |
| Rothschild Investment LLC | 330 | $37.1K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 343 | $38.5K | 0.01% | +35+11.4% | Added |
| Morton Brown Family Wealth, LLC | 358 | $40.2K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 365 | $41.0K | 0.01% | −100−21.5% | Reduced |
| Strengthening Families & Communities, LLC | 366 | $41.1K | 0.01% | +1+0.3% | Added |
| Nisa Investment Advisors, LLC | 366 | $41.1K | 0.00% | +38+11.6% | Added |
| Wellington-Altus USA Inc. | 328 | $43.0K | 0.03% | +268+446.7% | Added |