| Dogwood Wealth Management LLC | 0 | $17 | 0.00% | 0 | New |
| Pineridge Advisors LLC | 3 | $393 | 0.00% | +3 | New |
| Frazier Financial Advisors, LLC | 6 | $786 | 0.00% | +6 | New |
| Laurel Wealth Advisors LLC | 7 | $917 | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 5 | $1.00K | 0.00% | +5 | New |
| HighMark Wealth Management LLC | 8 | $1.05K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 8 | $1.05K | 0.00% | −144−94.7% | Reduced |
| Semmax Financial Advisors Inc. | 13 | $1.65K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 16 | $2.10K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 18 | $2.36K | 0.00% | +18 | New |
| Private Wealth Management Group, LLC | 18 | $2.36K | 0.00% | +18 | New |
| Cornerstone Planning Group LLC | 19 | $2.49K | 0.00% | −4−17.4% | Reduced |
| Life Planning Partners, Inc | 19 | $2.49K | 0.00% | +19 | New |
| EdgeRock Capital LLC | 22 | $2.76K | 0.00% | +22 | New |
| Moisand Fitzgerald Tamayo, LLC | 22 | $2.84K | 0.00% | +22 | New |
| Hazlett, Burt & Watson, Inc. | 19 | $3.00K | 0.00% | −49−72.1% | Reduced |
| Financial Management Professionals, Inc. | 20 | $3.00K | 0.00% | +10+100.0% | Added |
| CNB Bank | 23 | $3.01K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 24 | $3.14K | 0.00% | +24 | New |
| Archer Investment Corp | 24 | $3.14K | 0.00% | +24 | New |
| Activest Wealth Management | 28 | $3.66K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 28 | $3.67K | 0.00% | +28 | New |
| Rakuten Securities, Inc. | 28 | $3.67K | 0.00% | +28 | New |
| RE Dickinson Investment Advisors, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 34 | $4.42K | 0.96% | −3,130−98.9% | Reduced |
| PayPay Securities Corp | 36 | $4.84K | 0.24% | +9+33.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 40 | $5.24K | 0.00% | +40 | New |
| Syntax Research, Inc. | 42 | $5.56K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 48 | $6.28K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $6.55K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 50 | $6.55K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 50 | $6.55K | 0.00% | +50 | New |
| Atlantic Edge Private Wealth Management, LLC | 50 | $6.55K | 0.00% | +50 | New |
| Avion Wealth | 51 | $7.00K | 0.00% | +3+6.3% | Added |
| Wiser Advisor Group LLC | 61 | $7.98K | 0.01% | +61 | New |
| Mascoma Wealth Management LLC | 66 | $8.64K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 71 | $9.00K | 0.01% | +71 | New |
| Addison Advisors LLC | 71 | $9.30K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 75 | $9.82K | 0.00% | +75 | New |
| Long Island Wealth Management, Inc. | 79 | $10.0K | 0.01% | +79 | New |
| Strengthening Families & Communities, LLC | 83 | $10.9K | 0.01% | +1+1.2% | Added |
| American National Bank | 83 | $10.9K | 0.00% | −117−58.5% | Reduced |
| Jones Financial Companies LLLP | 86 | $11.3K | 0.00% | +86 | New |
| Winch Advisory Services, LLC | 92 | $12.0K | 0.00% | −87−48.6% | Reduced |
| Evolution Advisers, Inc. | 100 | $13.0K | 0.01% | +100 | New |
| PSI Advisors, LLC | 100 | $13.1K | 0.00% | −519−83.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $13.1K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $13.1K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $13.1K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 100 | $13.1K | 0.01% | +100 | New |
| Planning Capital Management Corp | 100 | $13.1K | 0.01% | +100 | New |
| Hobbs Group Advisors, LLC | 103 | $13.5K | 0.01% | +103 | New |
| Valued Wealth Advisors LLC | 126 | $13.5K | 0.01% | +126 | New |
| Sanctuary Wealth Management, L.L.C. | 105 | $13.7K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 108 | $14.1K | 0.01% | +1+0.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 117 | $15.0K | 0.01% | −125−51.7% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 115 | $15.1K | 0.01% | +15+15.0% | Added |
| MidAtlantic Capital Management, Inc. | 116 | $15.2K | 0.01% | +116 | New |
| Concord Wealth Partners | 119 | $15.6K | 0.00% | −521−81.4% | Reduced |
| Raffa Wealth Management, LLC | 119 | $15.6K | 0.00% | +10+9.2% | Added |
| Goodman Advisory Group, LLC | 120 | $15.7K | 0.01% | +120 | New |
| DiNuzzo Private Wealth, Inc. | 120 | $15.7K | 0.00% | +120 | New |
| Abound Wealth Management | 124 | $16.3K | 0.01% | +113+1,027.3% | Added |
| Guardian Wealth Management, Inc. | 125 | $16.3K | 0.01% | +1+0.8% | Added |
| Halpern Financial, Inc. | 152 | $18.6K | 0.01% | −100−39.7% | Reduced |
| Belmont Capital, LLC | 170 | $22.3K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 172 | $22.5K | 0.01% | +172 | New |
| Northwest Financial Advisors | 191 | $25.0K | 0.02% | +191 | New |
| Bell Investment Advisors, Inc | 194 | $25.4K | 0.01% | −5−2.5% | Reduced |
| Knott David M Jr | 210 | $27.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 207 | $27.1K | 0.01% | −18−8.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 207 | $27.1K | 0.01% | 00.0% | Unchanged |
| Trust Co | 210 | $27.5K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 213 | $27.9K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 216 | $28.3K | 0.01% | +100+86.2% | Added |
| GW&K Investment Management, LLC | 221 | $29.0K | 0.00% | +12+5.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 222 | $29.1K | 0.02% | +2+0.9% | Added |
| Nemes Rush Group LLC | 223 | $29.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 280 | $30.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 229 | $30.0K | 0.01% | +229 | New |
| Advantage Trust Co | 230 | $30.1K | 0.02% | +230 | New |
| Creative Financial Designs Inc | 233 | $30.5K | 0.00% | −1,116−82.7% | Reduced |
| Exchange Traded Concepts, LLC | 233 | $30.5K | 0.00% | +206+763.0% | Added |
| Clean Yield Group | 234 | $30.6K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 237 | $31.0K | 0.02% | −123−34.2% | Reduced |
| Zions Bancorporation, N.A. | 240 | $31.4K | 0.00% | +96+66.7% | Added |
| TFC Financial Management | 243 | $31.8K | 0.01% | +8+3.4% | Added |
| Scarborough Advisors, LLC | 246 | $32.2K | 0.01% | +246 | New |
| Chesapeake Asset Management LLC | 250 | $32.7K | 0.03% | 00.0% | Unchanged |
| Pingora Partners LLC | 250 | $32.7K | 0.03% | +250 | New |
| Covestor Ltd | 251 | $33.0K | 0.02% | +4+1.6% | Added |
| Bruce G. Allen Investments, LLC | 254 | $33.3K | 0.03% | +254 | New |
| Core Wealth Advisors, Inc. | 265 | $34.7K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 284 | $37.2K | 0.02% | −20−6.6% | Reduced |
| WFA Asset Management Corp | 287 | $37.6K | 0.02% | +2+0.7% | Added |
| Strategic Investment Solutions, Inc. | 288 | $37.7K | 0.01% | −17,163−98.3% | Reduced |
| Plato Investment Management Ltd | 298 | $39.0K | 0.05% | +298 | New |
| Arrow Financial Corp | 300 | $39.3K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 300 | $39.3K | 0.01% | 00.0% | Unchanged |
