| Global Assets Advisory, LLC | 149,121 | $297 | 0.01% | +149,121 | New |
| Sanctuary Wealth Management, L.L.C. | 1 | $505 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $956 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $1.01K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 2 | $1.01K | 0.00% | +2 | New |
| Toth Financial Advisory Corp | 2 | $1.01K | 0.00% | −1,041−99.8% | Reduced |
| Kessler Investment Group, LLC | 3 | $1.51K | 0.00% | −11,544−100.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $1.51K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 3 | $1.51K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 4 | $2.02K | 0.00% | −1−20.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5 | $2.52K | 0.00% | −1−16.7% | Reduced |
| FPC Investment Advisory, Inc. | 6 | $2.86K | 0.00% | +6 | New |
| Annapolis Financial Services, LLC | 6 | $3.03K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 6 | $3.03K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 7 | $3.53K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 7 | $3.53K | 0.00% | +7 | New |
| Granite FO LLC | 7 | $3.92K | 0.00% | +7 | New |
| VitalStone Financial, LLC | 7 | $4.00K | 0.00% | −51−87.9% | Reduced |
| CoreFirst Bank & Trust | 8 | $4.04K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $4.04K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 8 | $4.04K | 0.00% | +1+14.3% | Added |
| Shelter Mutual Insurance Co | 8 | $4.04K | 0.00% | +8 | New |
| Riggs Asset Managment Co. Inc. | 8 | $4.04K | 0.00% | +8 | New |
| Longfellow Investment Management Co LLC | 9 | $4.54K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 9 | $4.54K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 9 | $4.54K | 0.01% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $5.05K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 11 | $5.55K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $6.05K | 0.00% | −6−33.3% | Reduced |
| PayPay Securities Corp | 12 | $6.05K | 0.30% | +1+9.1% | Added |
| Mma Asset Management LLC | 12 | $6.05K | 0.00% | +12 | New |
| Cassady Schiller Wealth Management, LLC | 13 | $6.56K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 13 | $6.56K | 0.00% | +1+8.3% | Added |
| Sofos Investments, Inc. | 13 | $7.03K | 0.00% | +10+333.3% | Added |
| Piscataqua Savings Bank | 15 | $7.57K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $7.57K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 15 | $7.57K | 0.00% | +5+50.0% | Added |
| Anfield Capital Management, LLC | 15 | $7.57K | 0.00% | +15 | New |
| Clarity Asset Management, Inc. | 15 | $7.57K | 0.01% | +15 | New |
| Estabrook Capital Management | 16 | $8.07K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 17 | $8.58K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 17 | $8.58K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 18 | $9.00K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 18 | $9.08K | 0.00% | +18 | New |
| TruNorth Capital Management, LLC | 19 | $9.59K | 0.00% | +19 | New |
| Criterion Capital Advisors, LLC | 19 | $9.59K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 20 | $10.1K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 22 | $10.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 21 | $10.6K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 22 | $11.1K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $11.6K | 0.00% | +5+27.8% | Added |
| Rocky Mountain Advisers, LLC | 25 | $12.6K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 25 | $12.6K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 25 | $12.6K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 25 | $12.6K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 25 | $12.6K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 25 | $12.6K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 26 | $13.1K | 0.00% | −1−3.7% | Reduced |
| Highline Wealth Partners LLC | 27 | $13.6K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 30 | $15.1K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 30 | $15.1K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 30 | $15.1K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 31 | $15.6K | 0.01% | +31 | New |
| Moisand Fitzgerald Tamayo, LLC | 32 | $16.1K | 0.00% | −6−15.8% | Reduced |
| Pacific Center for Financial Services | 33 | $16.7K | 0.00% | +7+26.9% | Added |
| Keener Financial Planning LLC | 33 | $17.0K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 35 | $18.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 39 | $19.7K | 0.00% | −391−90.9% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 40 | $20.2K | 0.72% | +40 | New |
| Old Point Trust & Financial Services N A | 41 | $20.7K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 44 | $21.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 42 | $21.2K | 0.02% | +25+147.1% | Added |
| ORG Partners LLC | 43 | $21.6K | 0.04% | −1,574−97.3% | Reduced |
| Mascoma Wealth Management LLC | 44 | $22.2K | 0.01% | −12−21.4% | Reduced |
| Credential Qtrade Securities Inc. | 44 | $22.2K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 44 | $22.2K | 0.01% | +14+46.7% | Added |
| Custom Portfolio Group LLC | 46 | $23.2K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 47 | $23.7K | 0.03% | +45+2,250.0% | Added |
| Avion Wealth | 47 | $24.0K | 0.01% | +1+2.2% | Added |
| Fernwood Investment Management, LLC | 49 | $24.7K | 0.01% | +49 | New |
| Iron Horse Wealth Management, LLC | 50 | $25.2K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 50 | $25.2K | 0.01% | +2+4.2% | Added |
| Cornerstone Planning Group LLC | 53 | $25.8K | 0.01% | −20−27.4% | Reduced |
| Kathleen S. Wright Associates Inc. | 52 | $26.2K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 52 | $26.2K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 52 | $26.2K | 0.02% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 54 | $27.2K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 55 | $27.8K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 55 | $27.8K | 0.02% | 00.0% | Unchanged |
| Aspect Partners, LLC | 55 | $27.8K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 55 | $27.8K | 0.01% | +4+7.8% | Added |
| Tradewinds Capital Management, LLC | 55 | $27.8K | 0.01% | +40+266.7% | Added |
| Wetzel Investment Advisors, Inc. | 61 | $28.9K | 0.02% | +2+3.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 58 | $29.0K | 0.01% | −37−38.9% | Reduced |
| Salomon & Ludwin, LLC | 58 | $29.3K | 0.00% | +45+346.2% | Added |
| Resources Management Corp | 60 | $30.0K | 0.00% | +60 | New |
| Cedar Mountain Advisors, LLC | 62 | $31.3K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 67 | $34.0K | 0.01% | 00.0% | Unchanged |