| Tompkins Financial Corp | 467 | $16.4K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 450 | $15.8K | 0.01% | +450 | New |
| TFC Financial Management | 420 | $14.8K | 0.00% | +420 | New |
| Mark Sheptoff Financial Planning, LLC | 420 | $14.8K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 400 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 399 | $14.0K | 0.00% | +85+27.1% | Added |
| Byrne Asset Management LLC | 400 | $14.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 392 | $13.8K | 0.00% | −21−5.1% | Reduced |
| JFS Wealth Advisors, LLC | 381 | $13.4K | 0.00% | −220−36.6% | Reduced |
| Larson Financial Group LLC | 372 | $13.1K | 0.00% | +6+1.6% | Added |
| Castleview Partners, LLC | 359 | $12.6K | 0.01% | +359 | New |
| Clearstead Advisors, LLC | 354 | $12.4K | 0.00% | +354 | New |
| Brown, Lisle/Cummings, Inc. | 351 | $12.3K | 0.01% | +6+1.7% | Added |
| Johnson Midwest Financial, LLC | 350 | $12.3K | 0.02% | −310−47.0% | Reduced |
| Financial Management Professionals, Inc. | 355 | $12.0K | 0.00% | −66−15.7% | Reduced |
| FinTrust Capital Advisors, LLC | 299 | $12.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 337 | $11.8K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 317 | $11.2K | 0.01% | +317 | New |
| Rise Advisors, LLC | 317 | $11.1K | 0.01% | −166−34.4% | Reduced |
| Asset Dedication, LLC | 315 | $11.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 304 | $10.7K | 0.00% | −273−47.3% | Reduced |
| Sageworth Trust Co | 302 | $10.6K | 0.00% | +302 | New |
| Cape Investment Advisory, Inc. | 300 | $10.5K | 0.01% | +300 | New |
| Creative Financial Designs Inc | 296 | $10.4K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 296 | $10.4K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 282 | $9.91K | 0.00% | +5+1.8% | Added |
| Bell Investment Advisors, Inc | 258 | $9.06K | 0.00% | +86+50.0% | Added |
| CoreFirst Bank & Trust | 238 | $8.36K | 0.01% | +150+170.5% | Added |
| RFP Financial Group LLC | 215 | $7.55K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 209 | $7.34K | 0.00% | +209 | New |
| Citizens National Bank Trust Department | 206 | $7.24K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 196 | $7.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 210 | $7.00K | 0.00% | +4+1.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 205 | $7.00K | 0.00% | +205 | New |
| FSC Wealth Advisors, LLC | 193 | $6.78K | 0.01% | +193 | New |
| Truvestments Capital LLC | 183 | $6.43K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 181 | $6.36K | 0.00% | +181 | New |
| Private Ocean, LLC | 163 | $5.72K | 0.00% | +163 | New |
| Column Capital Advisors, LLC | 156 | $5.48K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 156 | $5.48K | 0.00% | +106+212.0% | Added |
| Beacon Capital Management, LLC | 150 | $5.27K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 150 | $5.27K | 0.00% | +150 | New |
| Gradient Investments LLC | 143 | $5.02K | 0.00% | +121+550.0% | Added |
| Carolinas Wealth Consulting LLC | 136 | $4.78K | 0.00% | +2+1.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 133 | $4.67K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 132 | $4.64K | 0.00% | +4+3.1% | Added |
| WealthPLAN Partners, LLC | 131 | $4.60K | 0.00% | +131 | New |
| WR Wealth Planners, LLC | 115 | $4.04K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 110 | $3.86K | 0.00% | +110 | New |
| Hoese & Co LLP | 100 | $3.81K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 102 | $3.60K | 0.00% | +1+1.0% | Added |
| Salem Investment Counselors Inc | 100 | $3.58K | 0.00% | +100 | New |
| Addison Advisors LLC | 83 | $2.92K | 0.00% | −58−41.1% | Reduced |
| SRS Capital Advisors, Inc. | 69 | $2.44K | 0.00% | +1+1.5% | Added |
| Parkside Financial Bank & Trust | 69 | $2.42K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 63 | $2.21K | 0.00% | +48+320.0% | Added |
| Financial Perspectives, Inc | 61 | $2.14K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 60 | $2.11K | 0.00% | +60 | New |
| Activest Wealth Management | 58 | $2.05K | 0.00% | +58 | New |
| Tacita Capital Inc | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 43 | $2.00K | 0.00% | −11−20.4% | Reduced |
| First Financial Corp | 36 | $1.26K | 0.00% | 00.0% | Unchanged |
| Motco | 32 | $1.12K | 0.00% | −722−95.8% | Reduced |
| Quent Capital, LLC | 17 | $597 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9 | $323 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 9 | $317 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4 | $141 | 0.00% | +4 | New |
| Stone House Investment Management, LLC | 1 | $38 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 35 | $1 | 0.00% | −5−12.5% | Reduced |
| Bartlett & Co. LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 3 | – | – | −123−97.6% | Reduced |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −786,039−100.0% | Sold out |
| Privium Fund Management (UK) Ltd | 0 | $0 | 0.00% | −180,278−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −114,267−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −76,325−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −67,772−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −52,800−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −33,787−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −24,507−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −21,072−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −15,894−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −12,002−100.0% | Sold out |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −11,632−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −11,139−100.0% | Sold out |
| Cardiff Park Advisors, LLC | 0 | $0 | 0.00% | −10,268−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,085−100.0% | Sold out |
| LMG Wealth Partners, LLC | 0 | $0 | 0.00% | −10,303−100.0% | Sold out |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −9,716−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −8,982−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −8,940−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −8,756−100.0% | Sold out |
| Commons Capital, LLC | 0 | $0 | 0.00% | −8,503−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −8,494−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −7,914−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −7,159−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −6,937−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −6,934−100.0% | Sold out |