| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Comerica Bank | 45,420 | $1 | 0.00% | +45,420 | New |
| Sanctuary Wealth Management, L.L.C. | 1 | $489 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 2 | $978 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 2 | $978 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $1.16K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $1.47K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 3 | $1.47K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5 | $2.44K | 0.00% | −100−95.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5 | $2.44K | 0.00% | −1−16.7% | Reduced |
| Register Financial Advisors LLC | 5 | $2.44K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $2.93K | 0.00% | −39−86.7% | Reduced |
| Annapolis Financial Services, LLC | 6 | $2.93K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 6 | $2.93K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $3.40K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 7 | $3.42K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 7 | $3.62K | 0.00% | −154−95.7% | Reduced |
| Adirondack Retirement Specialists, Inc. | 8 | $3.91K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 8 | $3.91K | 0.01% | +8 | New |
| PayPay Securities Corp | 9 | $4.40K | 0.27% | −3−25.0% | Reduced |
| PFG Private Wealth Management, LLC | 9 | $4.40K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 10 | $4.89K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $4.89K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 10 | $4.89K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 489 | $4.99K | 0.02% | +489 | New |
| Davidson Capital Management Inc. | 12 | $5.87K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 13 | $6.36K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 13 | $6.36K | 0.00% | +13 | New |
| 25 LLC | 13 | $6.72K | 0.00% | +1+8.3% | Added |
| Halpern Financial, Inc. | 14 | $6.85K | 0.00% | +14 | New |
| University of Texas/Texas Am Investment Managment Co | 14 | $7.00K | 0.00% | +14 | New |
| Piscataqua Savings Bank | 15 | $7.33K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 15 | $7.33K | 0.00% | −756−98.1% | Reduced |
| JNBA Financial Advisors | 15 | $7.33K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15 | $7.33K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 15 | $7.33K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 16 | $7.82K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 16 | $7.82K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 17 | $8.31K | 0.01% | +5+41.7% | Added |
| Roble, Belko & Company, Inc | 18 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 25 | $9.63K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 20 | $9.78K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $9.78K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 20 | $9.78K | 0.00% | +20 | New |
| Hall Laurie J Trustee | 20 | $10.0K | 0.00% | −13−39.4% | Reduced |
| HHM Wealth Advisors, LLC | 21 | $10.3K | 0.00% | −50−70.4% | Reduced |
| DecisionPoint Financial, LLC | 21 | $10.3K | 0.01% | −58−73.4% | Reduced |
| Belmont Capital, LLC | 21 | $10.3K | 0.01% | −8−27.6% | Reduced |
| Clearview Wealth Advisors LLC | 22 | $10.8K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 22 | $10.8K | 0.01% | +12+120.0% | Added |
| Lee Financial Co | 23 | $11.2K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 23 | $11.2K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 24 | $11.7K | 0.01% | −2−7.7% | Reduced |
| Western Pacific Wealth Management, LP | 25 | $12.2K | 0.01% | −207−89.2% | Reduced |
| Cranbrook Wealth Management, LLC | 25 | $12.2K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 25 | $12.2K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 26 | $12.7K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 27 | $13.2K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 28 | $13.7K | 0.00% | −44−61.1% | Reduced |
| Marquette Asset Management, LLC | 31 | $15.2K | 0.00% | +31 | New |
| Moisand Fitzgerald Tamayo, LLC | 32 | $15.6K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $16.1K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 34 | $16.6K | 0.00% | −7−17.1% | Reduced |
| Knott David M Jr | 35 | $17.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 36 | $17.0K | 0.00% | +16+80.0% | Added |
| Tilia Fiduciary Partners, Inc. | 35 | $17.1K | 0.02% | −5−12.5% | Reduced |
| Stephens Investment Management Group LLC | 40 | $19.6K | 0.00% | +40 | New |
| Bollard Group LLC | 40 | $20.0K | 0.00% | +40 | New |
| Impact Partnership Wealth, LLC | 42 | $20.5K | 0.01% | +42 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 45 | $22.0K | 0.01% | +45 | New |
| Stephenson National Bank & Trust | 47 | $23.0K | 0.01% | −10−17.5% | Reduced |
| KB Financial Partners, LLC | 47 | $23.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 48 | $23.5K | 0.01% | +36+300.0% | Added |
| Ulland Investment Advisors, LLC | 50 | $24.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 50 | $24.4K | 0.01% | +50 | New |
| Rise Advisors, LLC | 52 | $25.4K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 52 | $25.4K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 52 | $25.4K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 53 | $25.9K | 0.01% | +53 | New |
| Grayhawk Investment Strategies Inc. | 54 | $26.4K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 55 | $26.9K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 58 | $28.4K | 0.01% | −623−91.5% | Reduced |
| Mascoma Wealth Management LLC | 55 | $28.6K | 0.01% | −45−45.0% | Reduced |
| Cedar Mountain Advisors, LLC | 62 | $30.3K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 63 | $30.8K | 0.05% | +5+8.6% | Added |
| Laurel Wealth Advisors LLC | 64 | $31.3K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 66 | $32.3K | 0.01% | +66 | New |
| Canton Hathaway, LLC | 67 | $33.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 68 | $33.3K | 0.01% | +46+209.1% | Added |
| Piershale Financial Group, Inc. | 70 | $34.2K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 70 | $34.2K | 0.02% | +70 | New |
| Bradley & Co. Private Wealth Management, LLC | 71 | $34.7K | 0.03% | +3+4.4% | Added |
| O'Dell Group, LLC | 75 | $36.7K | 0.01% | +75 | New |
| First PREMIER Bank | 75 | $37.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 78 | $38.1K | 0.00% | +78 | New |
| Islay Capital Management, LLC | 80 | $39.1K | 0.03% | +50+166.7% | Added |
| Safeguard Financial, LLC | 82 | $40.0K | 0.02% | +82 | New |
| Clean Yield Group | 82 | $40.1K | 0.02% | −25−23.4% | Reduced |
| Financial Freedom, LLC | 82 | $40.1K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 83 | $40.6K | 0.02% | 00.0% | Unchanged |
