| Toth Financial Advisory Corp | 0 | $6 | 0.00% | 0 | Unchanged |
| Comerica Bank | 143,821 | $75 | 0.01% | +143,821 | New |
| Crewe Advisors LLC | 1 | $193 | 0.00% | −121−99.2% | Reduced |
| True Wealth Design, LLC | 3 | $578 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 3 | $578 | 0.00% | +3 | New |
| Safeguard Financial, LLC | 5 | $1.00K | 0.00% | +5 | New |
| North Star Investment Management Corp. | 7 | $1.35K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 9 | $1.73K | 0.00% | +3+50.0% | Added |
| Sofos Investments, Inc. | 192 | $1.88K | 0.01% | +32+20.0% | Added |
| SOA Wealth Advisors, LLC. | 10 | $1.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $2.12K | 0.00% | – | New |
| TFC Financial Management | 12 | $2.31K | 0.00% | +7+140.0% | Added |
| Raffa Wealth Management, LLC | 14 | $2.69K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 15 | $2.89K | 0.00% | +15 | New |
| Lee Financial Co | 15 | $2.89K | 0.00% | +15 | New |
| PrairieView Partners, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 16 | $3.00K | 0.00% | +8+100.0% | Added |
| Disciplined Investments, LLC | 17 | $3.27K | 0.00% | −1−5.6% | Reduced |
| West Tower Group, LLC | 18 | $3.46K | 0.00% | +18 | New |
| Ridgewood Investments LLC | 18 | $3.50K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 20 | $3.85K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $4.00K | 0.00% | +9+60.0% | Added |
| Baker Avenue Asset Management, LP | 21 | $4.04K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 21 | $4.04K | 0.00% | +3+16.7% | Added |
| SkyView Investment Advisors, LLC | 25 | $5.00K | 0.00% | +13+108.3% | Added |
| Capital Advisors, Ltd. LLC | 27 | $5.00K | 0.00% | +18+200.0% | Added |
| Sound Income Strategies, LLC | 28 | $5.39K | 0.00% | +28 | New |
| Cherry Tree Wealth Management, LLC | 29 | $5.58K | 0.00% | +29 | New |
| Caldwell Sutter Capital, Inc. | 32 | $6.16K | 0.00% | +32 | New |
| Credential Qtrade Securities Inc. | 33 | $6.35K | 0.00% | +33 | New |
| Abound Wealth Management | 33 | $6.36K | 0.00% | +7+26.9% | Added |
| Westside Investment Management, Inc. | 43 | $8.27K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 43 | $8.28K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 44 | $8.47K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 45 | $8.66K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 46 | $8.85K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 49 | $9.43K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 52 | $10.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 55 | $10.6K | 0.00% | +55 | New |
| Carolina Wealth Advisors, LLC | 57 | $11.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 60 | $11.0K | 0.00% | +11+22.4% | Added |
| GW&K Investment Management, LLC | 59 | $11.0K | 0.00% | +59 | New |
| WealthPLAN Partners, LLC | 59 | $11.4K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 60 | $11.5K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 60 | $11.5K | 0.00% | +60 | New |
| Cornerstone Planning Group LLC | 61 | $11.7K | 0.00% | +61 | New |
| Halpern Financial, Inc. | 62 | $11.9K | 0.00% | +62 | New |
| WFA Asset Management Corp | 63 | $12.0K | 0.01% | +1+1.6% | Added |
| Baystate Wealth Management LLC | 68 | $13.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $13.3K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 72 | $13.9K | 0.01% | +72 | New |
| Hoese & Co LLP | 75 | $14.4K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 80 | $15.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 80 | $15.4K | 0.00% | +55+220.0% | Added |
| WR Wealth Planners, LLC | 81 | $15.6K | 0.01% | +68+523.1% | Added |
| Sutton Wealth Advisors Inc. | 83 | $16.0K | 0.01% | −14−14.4% | Reduced |
| Sittner & Nelson, LLC | 85 | $16.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 87 | $16.7K | 0.00% | −332−79.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 90 | $17.3K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 95 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 97 | $18.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 97 | $18.7K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $19.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $19.2K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 100 | $19.2K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $19.2K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 104 | $20.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 106 | $20.4K | 0.00% | −31−22.6% | Reduced |
| FinTrust Capital Advisors, LLC | 126 | $20.9K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 109 | $21.0K | 0.01% | +109 | New |
| Legacy Bridge, LLC | 110 | $21.2K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 110 | $21.2K | 0.01% | +7+6.8% | Added |
| Bell Investment Advisors, Inc | 114 | $21.9K | 0.00% | +6+5.6% | Added |
| New Millennium Group LLC | 115 | $22.1K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 117 | $22.5K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 124 | $23.9K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 128 | $24.6K | 0.01% | −21−14.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 139 | $26.7K | 0.02% | +106+321.2% | Added |
| Prestige Wealth Management Group LLC | 140 | $26.9K | 0.01% | −9−6.0% | Reduced |
| Zions Bancorporation, N.A. | 145 | $27.9K | 0.00% | −614−80.9% | Reduced |
| Resources Management Corp | 145 | $28.0K | 0.00% | −380−72.4% | Reduced |
| Hanson & Doremus Investment Management | 158 | $30.0K | 0.01% | −14−8.1% | Reduced |
| Tradition Wealth Management, LLC | 159 | $31.0K | 0.00% | +53+50.0% | Added |
| Bellevue Asset Management, LLC | 166 | $31.9K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 169 | $32.5K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 171 | $32.9K | 0.00% | +6+3.6% | Added |
| Creative Financial Designs Inc | 175 | $33.7K | 0.00% | +59+50.9% | Added |
| BerganKDV Wealth Management, LLC | 175 | $33.7K | 0.00% | −11−5.9% | Reduced |
| Covestor Ltd | 176 | $34.0K | 0.03% | +49+38.6% | Added |
| Boyd Watterson Asset Management LLC | 177 | $34.1K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 180 | $34.6K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 200 | $38.0K | 0.00% | +200 | New |
| Pittenger & Anderson Inc | 199 | $38.3K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $38.5K | 0.01% | −100−33.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 200 | $38.5K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 203 | $39.0K | 0.01% | +1+0.5% | Added |
| Caldwell Trust Co | 208 | $40.0K | 0.01% | 00.0% | Unchanged |