| Syntax Research, Inc. | 411 | $15.3K | 0.01% | +411 | New |
| Northwest Investment Counselors, LLC | 403 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 400 | $15.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 391 | $14.6K | 0.00% | 00.0% | Unchanged |
| RVW Wealth, LLC | 383 | $14.3K | 0.00% | +383 | New |
| Trifecta Capital Advisors, LLC | 377 | $14.1K | 0.00% | +276+273.3% | Added |
| PrairieView Partners, LLC | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 375 | $14.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 372 | $13.9K | 0.00% | +84+29.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 370 | $13.8K | 0.00% | −196−34.6% | Reduced |
| TFC Financial Management | 365 | $13.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 364 | $13.6K | 0.00% | −18,185−98.0% | Reduced |
| McIlrath & Eck, LLC | 350 | $13.1K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 350 | $13.1K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 352 | $12.9K | 0.00% | +152+76.0% | Added |
| Bell Investment Advisors, Inc | 342 | $12.8K | 0.00% | +26+8.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 327 | $12.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 310 | $11.6K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 316 | $11.0K | 0.00% | −44−12.2% | Reduced |
| JFS Wealth Advisors, LLC | 294 | $11.0K | 0.00% | −42−12.5% | Reduced |
| Versant Capital Management, Inc | 286 | $10.7K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 279 | $10.4K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 268 | $9.99K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 265 | $9.88K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 250 | $9.32K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 250 | $9.32K | 0.00% | +250 | New |
| Householder Group Estate & Retirement Specialist, LLC | 248 | $9.26K | 0.00% | +248 | New |
| JNBA Financial Advisors | 242 | $9.03K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 241 | $8.99K | 0.00% | +241 | New |
| Cassady Schiller Wealth Management, LLC | 235 | $8.76K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 225 | $8.39K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 221 | $8.24K | 0.00% | +221 | New |
| AlphaMark Advisors, LLC | 210 | $8.00K | 0.00% | −15−6.7% | Reduced |
| Tucker Asset Management LLC | 208 | $7.76K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 196 | $7.30K | 0.01% | 00.0% | Unchanged |
| City State Bank | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 211 | $7.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 182 | $6.79K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 178 | $6.64K | 0.01% | +178 | New |
| Systematic Financial Management LP | 175 | $6.53K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 173 | $6.45K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 166 | $6.19K | 0.00% | +64+62.7% | Added |
| St Germain D J Co Inc | 163 | $6.08K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 152 | $5.68K | 0.00% | +10+7.0% | Added |
| Union Savings Bank | 150 | $5.59K | 0.00% | +150 | New |
| Boyd Watterson Asset Management LLC | 144 | $5.37K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 141 | $5.00K | 0.00% | −7,024−98.0% | Reduced |
| SkyView Investment Advisors, LLC | 137 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 130 | $4.85K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 126 | $4.70K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 126 | $4.70K | 0.00% | +126 | New |
| Coppell Advisory Solutions LLC | 122 | $4.65K | 0.00% | −196−61.6% | Reduced |
| Laurel Wealth Advisors LLC | 123 | $4.59K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 120 | $4.47K | 0.00% | −18−13.0% | Reduced |
| Johnson Midwest Financial, LLC | 117 | $4.36K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 117 | $4.36K | 0.00% | +117 | New |
| West Oak Capital, LLC | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 102 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 106 | $3.96K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 106 | $3.95K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 105 | $3.92K | 0.00% | +67+176.3% | Added |
| Estabrook Capital Management | 103 | $3.84K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $3.73K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $3.73K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $3.73K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 100 | $3.73K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 100 | $3.73K | 0.00% | +100 | New |
| Beacon Capital Management, LLC | 90 | $3.60K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 92 | $3.43K | 0.00% | +92 | New |
| Salomon & Ludwin, LLC | 91 | $3.39K | 0.00% | +91 | New |
| Moisand Fitzgerald Tamayo, LLC | 87 | $3.25K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 86 | $3.21K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 76 | $2.83K | 0.00% | +76 | New |
| Plante Moran Financial Advisors, LLC | 73 | $2.72K | 0.00% | −550−88.3% | Reduced |
| RFP Financial Group LLC | 71 | $2.65K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 68 | $2.54K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 61 | $2.27K | 0.11% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 57 | $2.13K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $1.83K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 48 | $1.79K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 41 | $1.53K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 40 | $1.49K | 0.00% | +40 | New |
| Sofos Investments, Inc. | 41 | $1.37K | 0.00% | +1+2.5% | Added |
| Stone House Investment Management, LLC | 33 | $1.24K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 40 | $1.00K | 0.00% | +4+11.1% | Added |
| ClariVest Asset Management LLC | 17 | $1.00K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 26 | $970 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 26 | $956 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $932 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 22 | $821 | 0.00% | +22 | New |
| True Wealth Design, LLC | 18 | $672 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 16 | $639 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 16 | $606 | 0.00% | −7−30.4% | Reduced |
| Webster Bank, N. A. | 13 | $485 | 0.00% | 00.0% | Unchanged |
| Motco | 5 | $186 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 2 | $75 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 16,755 | – | – | +503+3.1% | Added |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −752−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −1,439,447−100.0% | Sold out |
