| EP Wealth Advisors, LLC | 10,000 | $0 | 0.00% | +1,036+11.6% | Added |
| McClarren Financial Advisors, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 6 | $488 | 0.00% | +6 | New |
| HighMark Wealth Management LLC | 8 | $703 | 0.00% | −3−27.3% | Reduced |
| New Millennium Group LLC | 16 | $1.41K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 17 | $1.49K | 0.00% | +17 | New |
| BerganKDV Wealth Management, LLC | 20 | $1.76K | 0.00% | +8+66.7% | Added |
| Grey Fox Wealth Advisors, LLC | 24 | $2.11K | 0.00% | +24 | New |
| Activest Wealth Management | 27 | $2.35K | 0.00% | −69−71.9% | Reduced |
| PayPay Securities Corp | 32 | $2.81K | 0.19% | −43−57.3% | Reduced |
| Abound Wealth Management | 33 | $2.90K | 0.00% | +33 | New |
| RE Dickinson Investment Advisors, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 37 | $3.25K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 38 | $3.34K | 0.00% | −7,940−99.5% | Reduced |
| Archer Investment Corp | 44 | $3.83K | 0.00% | +1+2.3% | Added |
| Hazlett, Burt & Watson, Inc. | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $4.04K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 48 | $4.22K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $4.39K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 50 | $4.39K | 0.00% | +50 | New |
| Steward Financial Group LLC | 61 | $5.00K | 0.00% | +40+190.5% | Added |
| TD Ameritrade Investment Management, LLC | 56 | $5.00K | 0.00% | +56 | New |
| Quarry LP | 57 | $5.01K | 0.00% | +57 | New |
| Federated Hermes, Inc. | 58 | $5.09K | 0.00% | −193−76.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 60 | $5.31K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 67 | $5.88K | 0.00% | +67 | New |
| Macroview Investment Management LLC | 71 | $6.20K | 0.01% | +1+1.4% | Added |
| Washington Trust Advisors, Inc. | 75 | $6.59K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 81 | $7.00K | 0.01% | +1+1.3% | Added |
| Evolution Advisers, Inc. | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $8.78K | 0.00% | −100−50.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $8.78K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $8.78K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 105 | $9.24K | 0.00% | +1+1.0% | Added |
| Disciplined Investments, LLC | 106 | $9.31K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 107 | $9.40K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 112 | $9.80K | 0.00% | +112 | New |
| Bourgeon Capital Management LLC | 116 | $10.2K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 122 | $10.7K | 0.01% | +10+8.9% | Added |
| Atlantic Trust, LLC | 126 | $11.1K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 134 | $11.8K | 0.01% | −48−26.4% | Reduced |
| Zions Bancorporation, N.A. | 138 | $12.1K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 145 | $12.7K | 0.00% | +145 | New |
| Hanson & Doremus Investment Management | 148 | $13.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $13.2K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 160 | $14.1K | 0.01% | −3,026−95.0% | Reduced |
| TFC Financial Management | 175 | $15.4K | 0.00% | +175 | New |
| Raleigh Capital Management Inc. | 180 | $15.8K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 181 | $15.9K | 0.00% | +116+178.5% | Added |
| Pinnacle Bancorp, Inc. | 183 | $16.1K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 200 | $17.6K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 200 | $17.6K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 200 | $17.6K | 0.11% | +200 | New |
| CVA Family Office, LLC | 202 | $17.7K | 0.00% | +166+461.1% | Added |
| Founders Capital Management | 200 | $18.0K | 0.01% | −33−14.2% | Reduced |
| Knott David M Jr | 210 | $18.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 207 | $18.2K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 208 | $18.3K | 0.00% | −204−49.5% | Reduced |
| Trust Co | 210 | $18.4K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 210 | $18.4K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 211 | $18.5K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 211 | $18.6K | 0.00% | +2+1.0% | Added |
| Jones Financial Companies LLLP | 215 | $18.9K | 0.00% | +201+1,435.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 217 | $19.1K | 0.02% | +217 | New |
| American National Bank | 224 | $19.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 227 | $19.9K | 0.00% | +2+0.9% | Added |
| Riverview Trust Co | 230 | $20.2K | 0.02% | +64+38.6% | Added |
| Quent Capital, LLC | 236 | $20.7K | 0.00% | +2+0.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 242 | $21.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 237 | $21.0K | 0.01% | +2+0.9% | Added |
| Hartford Financial Management Inc. | 242 | $21.2K | 0.01% | +3+1.3% | Added |
| Ayalon Holdings Ltd. | 265 | $23.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 265 | $23.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 275 | $24.0K | 0.02% | −2,509−90.1% | Reduced |
| JJJ Advisors Inc. | 285 | $24.3K | 0.01% | −403−58.6% | Reduced |
| WFA Asset Management Corp | 280 | $24.6K | 0.02% | −283−50.3% | Reduced |
| Kelly Financial Services LLC | 283 | $24.9K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 285 | $25.0K | 0.02% | −235−45.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 294 | $25.8K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 300 | $26.4K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 300 | $26.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 320 | $28.1K | 0.01% | −2−0.6% | Reduced |
| Chesapeake Asset Management LLC | 321 | $28.2K | 0.03% | +321 | New |
| Webster Bank, N. A. | 345 | $30.3K | 0.00% | −425−55.2% | Reduced |
| AllSquare Wealth Management LLC | 346 | $30.4K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 350 | $30.7K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 370 | $32.5K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 375 | $32.9K | 0.02% | 00.0% | Unchanged |
| AXS Investments LLC | 401 | $35.2K | 0.01% | +15+3.9% | Added |
| ICA Group Wealth Management, LLC | 404 | $35.5K | 0.01% | +1+0.2% | Added |
| Hantz Financial Services, Inc. | 414 | $36.0K | 0.00% | −75−15.3% | Reduced |
| Mascoma Wealth Management LLC | 410 | $36.6K | 0.01% | −60−12.8% | Reduced |
| Tortoise Investment Management, LLC | 424 | $37.2K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 435 | $38.2K | 0.00% | −53−10.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 448 | $39.4K | 0.01% | −25−5.3% | Reduced |
| PFS Partners, LLC | 456 | $40.1K | 0.04% | +2+0.4% | Added |
| Clean Yield Group | 471 | $41.4K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 483 | $42.0K | 0.02% | +1+0.2% | Added |
| Pinebridge Investments, L.P. | 479 | $42.1K | 0.00% | +124+34.9% | Added |
