| Delta Asset Management LLC | 1 | $693 | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 1 | $693 | 0.00% | +1 | New |
| Atwood & Palmer Inc | 1 | $694 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2 | $1.00K | 0.00% | −831−99.8% | Reduced |
| Colonial Trust Co | 1 | $1.01K | 0.00% | −1−50.0% | Reduced |
| TruNorth Capital Management, LLC | 2 | $1.39K | 0.00% | −10−83.3% | Reduced |
| Kessler Investment Group, LLC | 2 | $1.39K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 2 | $1.39K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $1.39K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 3 | $2.08K | 0.00% | +3 | New |
| Mascoma Wealth Management LLC | 3 | $2.08K | 0.00% | +3 | New |
| IMG Wealth Management, Inc. | 3 | $2.08K | 0.00% | +3 | New |
| Tucker Asset Management LLC | 4 | $2.77K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 4 | $2.77K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 4 | $2.77K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 4 | $2.77K | 0.00% | +4 | New |
| Mendota Financial Group, LLC | 4 | $2.77K | 0.00% | −3−42.9% | Reduced |
| Evermay Wealth Management LLC | 4 | $2.77K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $2.77K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $2.77K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4 | $2.77K | 0.00% | +4 | New |
| Darwin Advisors, LLC | 5 | $3.46K | 0.00% | −19−79.2% | Reduced |
| Iron Horse Wealth Management, LLC | 5 | $3.46K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5 | $3.46K | 0.00% | +2+66.7% | Added |
| Anfield Capital Management, LLC | 5 | $3.46K | 0.00% | +5 | New |
| Wingate Wealth Advisors, Inc. | 5 | $3.46K | 0.00% | +5 | New |
| Pinney & Scofield, Inc. | 5 | $3.46K | 0.00% | +5 | New |
| Marshall & Sterling Wealth Advisors Inc. | 6 | $3.48K | 0.00% | +6 | New |
| Centerpoint Advisors, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 6 | $4.16K | 0.00% | +6 | New |
| Richard W. Paul & Associates, LLC | 6 | $4.16K | 0.00% | +6 | New |
| MV Capital Management, Inc. | 6 | $4.16K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 7 | $4.85K | 0.00% | −69−90.8% | Reduced |
| Bangor Savings Bank | 7 | $4.85K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 7 | $4.85K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 7 | $4.85K | 0.00% | +2+40.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 8 | $5.00K | 0.00% | −26−76.5% | Reduced |
| Kozak & Associates, Inc. | 7 | $5.00K | 0.00% | +7 | New |
| Retirement Wealth Solutions LLC | 7 | $5.17K | 0.00% | +7 | New |
| Salomon & Ludwin, LLC | 8 | $5.54K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $5.54K | 0.00% | +7+700.0% | Added |
| Sherman Asset Management, Inc. | 8 | $5.54K | 0.01% | +8 | New |
| Human Investing LLC | 8 | $5.68K | 0.00% | +8 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 9 | $6.24K | 0.01% | +9 | New |
| GHP Investment Advisors, Inc. | 10 | $6.93K | 0.00% | −41−80.4% | Reduced |
| Strategic Investment Solutions, Inc. | 10 | $6.93K | 0.00% | −5−33.3% | Reduced |
| Oakworth Capital, Inc. | 10 | $6.93K | 0.00% | −2−16.7% | Reduced |
| IAG Wealth Partners, LLC | 10 | $6.93K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $6.93K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 10 | $6.93K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $6.93K | 0.00% | +5+100.0% | Added |
| Operose Advisors LLC | 10 | $6.93K | 0.00% | +10 | New |
| PFS Partners, LLC | 10 | $6.93K | 0.00% | +10 | New |
| Bayforest Capital Ltd | 10 | $6.93K | 0.01% | +10 | New |
| Nova Wealth Management, Inc. | 10 | $6.93K | 0.01% | +10 | New |
| TD Capital Management LLC | 10 | $6.95K | 0.00% | +6+150.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 10 | $6.98K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 11 | $7.62K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 11 | $7.62K | 0.00% | +11 | New |
| Gordian Capital Singapore Pte Ltd | 11 | $7.66K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 12 | $8.32K | 0.00% | −24−66.7% | Reduced |
| Lee Danner & Bass Inc | 12 | $8.32K | 0.00% | +12 | New |
| Atlantic Edge Private Wealth Management, LLC | 12 | $8.32K | 0.00% | +12 | New |
| Raleigh Capital Management Inc. | 12 | $8.44K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 12 | $9.00K | 0.01% | +2+20.0% | Added |
| Cape Investment Advisory, Inc. | 13 | $9.01K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 14 | $9.70K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 14 | $9.70K | 0.01% | +14 | New |
| Dogwood Wealth Management LLC | 14 | $9.76K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 15 | $10.4K | 0.00% | −45−75.0% | Reduced |
| JDM Financial Group LLC | 15 | $10.4K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 15 | $10.4K | 0.00% | +15 | New |
| Chesapeake Asset Management LLC | 16 | $11.1K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 16 | $11.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 16 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 16 | $11.1K | 0.01% | +16 | New |
| True Wealth Design, LLC | 16 | $11.1K | 0.00% | −1−5.9% | Reduced |
| FLP Wealth Management, LLC | 16 | $11.4K | 0.03% | +16 | New |
| Asset Management One Co.,Ltd. | 16 | $11.4K | 0.00% | −9−36.0% | Reduced |
| Pineridge Advisors LLC | 17 | $11.8K | 0.00% | +11+183.3% | Added |
| Wood Tarver Financial Group, LLC | 18 | $12.0K | 0.00% | +18 | New |
| Global Financial Private Client, LLC | 18 | $12.5K | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 18 | $12.5K | 0.01% | +18 | New |
| FPC Investment Advisory, Inc. | 17 | $12.6K | 0.01% | +17 | New |
| Beaird Harris Wealth Management, LLC | 19 | $13.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 20 | $13.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $13.9K | 0.00% | −510−96.2% | Reduced |
| Barrett & Company, Inc. | 20 | $13.9K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 20 | $13.9K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 20 | $13.9K | 0.01% | +20 | New |
| Prudent Man Investment Management, Inc. | 20 | $13.9K | 0.01% | +20 | New |
| Activest Wealth Management | 20 | $14.0K | 0.00% | +7+53.8% | Added |
| Ulland Investment Advisors, LLC | 20 | $14.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 21 | $14.6K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 21 | $14.6K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 22 | $15.2K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 22 | $15.2K | 0.00% | 00.0% | Unchanged |