| Pension & Wealth Management Advisors, Inc. | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 3 | $342 | 0.00% | −7−70.0% | Reduced |
| USA Financial Portformulas Corp | 5 | $570 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $1.00K | 0.00% | +1+11.1% | Added |
| Berkshire Capital Holdings Inc | 10 | $1.14K | 0.00% | −79,980−100.0% | Reduced |
| Hallmark Capital Management Inc | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 12 | $1.37K | 0.00% | +12 | New |
| Buck Wealth Strategies, LLC | 12 | $1.37K | 0.00% | +12 | New |
| True Wealth Design, LLC | 14 | $1.59K | 0.00% | +2+16.7% | Added |
| Mascoma Wealth Management LLC | 15 | $1.70K | 0.00% | 00.0% | Unchanged |
| Motco | 15 | $1.71K | 0.00% | +15 | New |
| Sugarloaf Wealth Management, LLC | 16 | $1.82K | 0.00% | −1,081−98.5% | Reduced |
| 25 LLC | 16 | $1.85K | 0.00% | +5+45.5% | Added |
| First Pacific Financial | 17 | $1.94K | 0.00% | +17 | New |
| Comerica Bank | 63,614 | $2.06K | 0.22% | +63,614 | New |
| Founders Capital Management | 20 | $2.28K | 0.00% | +20 | New |
| Ritter Daniher Financial Advisory LLC | 20 | $2.28K | 0.00% | −10−33.3% | Reduced |
| GoalVest Advisory LLC | 21 | $2.39K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 22 | $2.51K | 0.00% | +22 | New |
| Summit Partners Public Asset Management, LLC | 24 | $2.73K | 0.00% | −276,652−100.0% | Reduced |
| Global Trust Asset Management, LLC | 25 | $2.85K | 0.00% | −100−80.0% | Reduced |
| Avalon Trust Co | 25 | $2.85K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 25 | $2.85K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 25 | $2.85K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 114 | $2.91K | 0.01% | +114 | New |
| Rise Advisors, LLC | 26 | $2.96K | 0.00% | −18−40.9% | Reduced |
| Lee Financial Co | 26 | $2.96K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 30 | $3.42K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 32 | $3.65K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 38 | $4.33K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 40 | $4.56K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 43 | $4.90K | 0.00% | −201−82.4% | Reduced |
| Bellevue Asset Management, LLC | 45 | $5.13K | 0.00% | +20+80.0% | Added |
| Miller Wealth Advisors, LLC | 49 | $5.58K | 0.00% | −231−82.5% | Reduced |
| CGC Financial Services, LLC | 50 | $5.70K | 0.00% | +50 | New |
| Coastal Capital Group, Inc. | 51 | $5.81K | 0.00% | +1+2.0% | Added |
| SkyView Investment Advisors, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 52 | $6.02K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 56 | $6.38K | 0.00% | +56 | New |
| Davidson Capital Management Inc. | 59 | $6.72K | 0.00% | +3+5.4% | Added |
| Disciplined Investments, LLC | 60 | $6.83K | 0.00% | +3+5.3% | Added |
| Cedar Mountain Advisors, LLC | 65 | $7.40K | 0.00% | +5+8.3% | Added |
| Clean Yield Group | 67 | $7.63K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 69 | $7.86K | 0.01% | −621−90.0% | Reduced |
| Tradewinds Capital Management, LLC | 69 | $7.86K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 80 | $8.00K | 0.00% | +61+321.1% | Added |
| First Command Bank | 76 | $8.66K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 76 | $8.66K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 77 | $8.82K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 82 | $9.34K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 92 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 89 | $10.0K | 0.00% | +89 | New |
| Bollard Group LLC | 90 | $10.0K | 0.00% | +90 | New |
| JDM Financial Group LLC | 89 | $10.1K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 90 | $10.3K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 93 | $10.6K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 95 | $10.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 96 | $10.9K | 0.01% | +96 | New |
| Safeguard Financial, LLC | 100 | $11.0K | 0.01% | +100 | New |
| BerganKDV Wealth Management, LLC | 100 | $11.4K | 0.00% | −398−79.9% | Reduced |
| TD Capital Management LLC | 100 | $11.4K | 0.00% | −300−75.0% | Reduced |
| C M Bidwell & Associates Ltd | 100 | $11.4K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $11.4K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 100 | $11.4K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 100 | $11.4K | 0.01% | +100 | New |
| Baystate Wealth Management LLC | 100 | $11.5K | 0.00% | −25−20.0% | Reduced |
| American State Bank (Iowa) | 107 | $12.2K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 116 | $13.2K | 0.00% | +100+625.0% | Added |
| PayPay Securities Corp | 119 | $13.6K | 0.83% | +70+142.9% | Added |
| Brown, Lisle/Cummings, Inc. | 120 | $13.7K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 120 | $13.7K | 0.01% | +22+22.4% | Added |
| Resources Management Corp | 125 | $14.0K | 0.00% | −19,223−99.4% | Reduced |
| Aspire Private Capital, LLC | 123 | $14.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 131 | $15.2K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $15.4K | 0.01% | – | – |
| Clearview Wealth Advisors LLC | 135 | $15.4K | 0.02% | +10+8.0% | Added |
| Stephens Investment Management Group LLC | 136 | $15.5K | 0.00% | +136 | New |
| Foster Dykema Cabot & Co Inc | 143 | $16.0K | 0.00% | +143 | New |
| Red Tortoise LLC | 149 | $17.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 150 | $17.1K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 155 | $17.7K | 0.01% | +155 | New |
| IAG Wealth Partners, LLC | 158 | $18.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 165 | $18.8K | 0.02% | +165 | New |
| McIlrath & Eck, LLC | 175 | $19.9K | 0.00% | −21−10.7% | Reduced |
| TCTC Holdings, LLC | 175 | $19.9K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 178 | $20.3K | 0.02% | +178 | New |
| O'Dell Group, LLC | 182 | $20.7K | 0.01% | +182 | New |
| Northwest Bank & Trust Co | 191 | $21.8K | 0.02% | +191 | New |
| Raleigh Capital Management Inc. | 199 | $22.7K | 0.01% | +15+8.2% | Added |
| Brown Shipley& Co Ltd | 200 | $22.8K | 0.01% | +200 | New |
| Pacific Center for Financial Services | 200 | $22.8K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 202 | $23.0K | 0.01% | +20+11.0% | Added |
| Strategic Investment Solutions, Inc. | 200 | $23.9K | 0.00% | −664−76.9% | Reduced |
| Steward Financial Group LLC | 226 | $25.0K | 0.01% | +65+40.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 218 | $25.0K | 0.02% | +168+336.0% | Added |