| Crewe Advisors LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 22 | $0 | 0.00% | +1+4.8% | Added |
| PrairieView Partners, LLC | 14 | $0 | 0.00% | +14 | New |
| Exane Derivatives | 9 | $198 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 39 | $1.00K | 0.00% | −3,007−98.7% | Reduced |
| Lake Point Wealth Management | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 98 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 95 | $2.00K | 0.00% | +95 | New |
| Arrow Financial Corp | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 125 | $3.00K | 0.00% | +125 | New |
| Strengthening Families & Communities, LLC | 56 | $3.00K | 0.00% | +56 | New |
| Cornerstone Management, Inc. | 171 | $3.76K | 0.00% | +171 | New |
| Glen Eagle Advisors, LLC | 178 | $3.92K | 0.00% | −1,832−91.1% | Reduced |
| Spectrum Management Group, LLC | 200 | $4.00K | 0.00% | −353−63.8% | Reduced |
| Financial Enhancement Group LLC | 198 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 171 | $4.00K | 0.00% | +4+2.4% | Added |
| Addison Advisors LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Monolith Advisors | 180 | $4.00K | 0.00% | +180 | New |
| Front Row Advisors LLC | 215 | $5.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 244 | $5.00K | 0.00% | +5+2.1% | Added |
| Larson Financial Group LLC | 245 | $5.00K | 0.00% | +100+69.0% | Added |
| Iron Horse Wealth Management, LLC | 237 | $5.00K | 0.00% | +237 | New |
| Financial Connections Group, Inc. | 317 | $6.00K | 0.01% | +317 | New |
| PFS Partners, LLC | 300 | $6.59K | 0.00% | +300 | New |
| Vigilant Capital Management, LLC | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 325 | $7.00K | 0.00% | +325 | New |
| TCTC Holdings, LLC | 316 | $7.00K | 0.00% | +316 | New |
| Amplius Wealth Advisors, LLC | 331 | $7.00K | 0.00% | +331 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 300 | $7.00K | 0.00% | +300 | New |
| Mach-1 Financial Group, Inc. | 400 | $8.00K | 0.01% | +400 | New |
| William Allan, LLC | 375 | $8.00K | 0.01% | +375 | New |
| Fortitude Advisory Group L.L.C. | 350 | $8.00K | 0.00% | +350 | New |
| Selective Wealth Management, Inc. | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 394 | $9.00K | 0.01% | +394 | New |
| TCI Wealth Advisors, Inc. | 400 | $9.00K | 0.00% | +400 | New |
| Zullo Investment Group, Inc. | 429 | $9.00K | 0.00% | +429 | New |
| Global Financial Private Client, LLC | 414 | $9.09K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 444 | $10.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 447 | $10.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 520 | $11.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 496 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 495 | $11.0K | 0.00% | +9+1.9% | Added |
| TFC Financial Management | 511 | $11.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 500 | $11.0K | 0.00% | +500 | New |
| Resources Management Corp | 552 | $12.0K | 0.00% | −500−47.5% | Reduced |
| St. Johns Investment Management Company, LLC | 557 | $12.0K | 0.01% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 558 | $12.0K | 0.01% | +558 | New |
| Independence Bank of Kentucky | 600 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 600 | $13.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 600 | $13.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 603 | $13.0K | 0.00% | +200+49.6% | Added |
| Bivin & Associates, Inc. | 600 | $13.0K | 0.01% | +600 | New |
| Mark Sheptoff Financial Planning, LLC | 620 | $14.0K | 0.01% | +620 | New |
| CNB Bank | 670 | $15.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 601 | $15.0K | 0.01% | +165+37.8% | Added |
| SRS Capital Advisors, Inc. | 725 | $16.0K | 0.00% | +5+0.7% | Added |
| Hoey Investments, Inc | 750 | $16.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 745 | $16.0K | 0.00% | +503+207.9% | Added |
| First PREMIER Bank | 772 | $17.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 795 | $17.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 880 | $19.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 845 | $19.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 904 | $20.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 921 | $22.0K | 0.07% | +921 | New |
| First Personal Financial Services | 1,056 | $23.0K | 0.01% | −2,000−65.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,050 | $23.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,050 | $23.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 1,038 | $23.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,042 | $23.0K | 0.00% | +24+2.4% | Added |
| FinTrust Capital Advisors, LLC | 1,029 | $23.0K | 0.01% | +243+30.9% | Added |
| Community Bank, N.A. | 1,098 | $24.0K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,125 | $25.0K | 0.00% | +125+12.5% | Added |
| Kistler-Tiffany Companies, LLC | 1,167 | $26.0K | 0.01% | −172−12.8% | Reduced |
| Stonebridge Capital Advisors LLC | 1,200 | $26.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 1,207 | $26.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,200 | $26.0K | 0.02% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 1,216 | $27.0K | 0.02% | −434−26.3% | Reduced |
| First Command Financial Services, Inc. | 1,207 | $27.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,263 | $28.0K | 0.00% | −172−12.0% | Reduced |
| JNBA Financial Advisors | 1,323 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,338 | $29.0K | 0.02% | +57+4.4% | Added |
| Ahrens Investment Partners LLC | 1,300 | $29.0K | 0.01% | +1,300 | New |
| Holloway Wealth Management, LLC | – | $31.0K | 0.01% | – | – |
| Coastal Capital Group, Inc. | 1,410 | $31.0K | 0.01% | +27+2.0% | Added |
| Activest Wealth Management | 1,394 | $31.0K | 0.02% | +895+179.4% | Added |
| PYA Waltman Capital, LLC | 1,394 | $31.0K | 0.02% | +1,394 | New |
| Tfo-TDC, LLC | 1,500 | $32.0K | 0.01% | −1,304−46.5% | Reduced |
| Wagner Wealth Management, LLC | 1,445 | $32.0K | 0.02% | −1,000−40.9% | Reduced |
| Timber Creek Capital Management LLC | 1,500 | $32.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,512 | $33.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 1,572 | $35.0K | 0.05% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1,574 | $35.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,579 | $35.0K | 0.00% | +109+7.4% | Added |
| AGF Investments LLC | 1,593 | $35.0K | 0.00% | +141+9.7% | Added |
| Gleason Group, Inc. | 1,655 | $36.0K | 0.01% | +31+1.9% | Added |
| Godsey & Gibb Associates | 1,650 | $36.0K | 0.01% | +1,650 | New |
| First Financial Corp | 1,700 | $37.0K | 0.02% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,732 | $38.0K | 0.03% | +1,732 | New |