| Dogwood Wealth Management LLC | 0 | $17 | 0.00% | 0 | Unchanged |
| Impact Partnership Wealth, LLC | 0 | $40 | 0.00% | −15−100.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $418 | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $418 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 1 | $449 | 0.00% | +1 | New |
| Performa Ltd (US), LLC | 2 | $835 | 0.00% | −1−33.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $1.55K | 0.00% | −134−97.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.67K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 4 | $1.67K | 0.00% | +4 | New |
| Westend Capital Management, LLC | 5 | $2.09K | 0.00% | +5 | New |
| Horizons Wealth Management | 7 | $2.70K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $2.92K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 0 | $2.92K | 0.00% | 0 | New |
| Thompson Investment Management, Inc. | 9 | $3.76K | 0.00% | −165−94.8% | Reduced |
| Abich Financial Wealth Management LLC | 9 | $3.76K | 0.00% | +9 | New |
| HBC Financial Services, PLLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $4.18K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 10 | $4.18K | 0.00% | −23−69.7% | Reduced |
| Pflug Koory, LLC | 10 | $4.18K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 11 | $4.44K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 12 | $5.01K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13 | $5.43K | 0.00% | +13 | New |
| First PREMIER Bank | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 15 | $6.26K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 15 | $6.26K | 0.00% | +5+50.0% | Added |
| PayPay Securities Corp | 16 | $6.68K | 0.33% | −2−11.1% | Reduced |
| Palisade Asset Management, LLC | 19 | $7.94K | 0.00% | +19 | New |
| Adirondack Trust Co | 20 | $8.35K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $8.35K | 0.00% | −349−94.6% | Reduced |
| Frank, Rimerman Advisors LLC | 20 | $8.35K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 21 | $8.86K | 0.00% | −106−83.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 23 | $9.61K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 23 | $9.61K | 0.00% | +3+15.0% | Added |
| Legend Financial Advisors, Inc. | 24 | $10.0K | 0.01% | +16+200.0% | Added |
| Cetera Trust Company, N.A | 25 | $10.4K | 0.01% | −25−50.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 25 | $10.4K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 25 | $10.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 27 | $11.0K | 0.00% | +12+80.0% | Added |
| Red Tortoise LLC | 27 | $11.3K | 0.01% | +4+17.4% | Added |
| Center for Financial Planning, Inc. | 28 | $11.7K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 28 | $11.8K | 0.00% | +1+3.7% | Added |
| DT Investment Partners, LLC | 30 | $12.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $12.7K | 0.00% | −83−73.5% | Reduced |
| MUFG Securities EMEA plc | 31 | $12.9K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 31 | $12.9K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 31 | $12.9K | 0.00% | −255−89.2% | Reduced |
| Creekmur Asset Management LLC | 32 | $13.4K | 0.00% | −11−25.6% | Reduced |
| Cornerstone Planning Group LLC | 32 | $13.7K | 0.00% | +3+10.3% | Added |
| TruNorth Capital Management, LLC | 33 | $13.8K | 0.00% | +33 | New |
| First Community Trust NA | 34 | $14.2K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 35 | $14.6K | 0.00% | +5+16.7% | Added |
| Bradley & Co. Private Wealth Management, LLC | 35 | $14.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 36 | $15.0K | 0.00% | +1+2.9% | Added |
| Valued Wealth Advisors LLC | 39 | $16.4K | 0.01% | +10+34.5% | Added |
| Tucker Asset Management LLC | 40 | $16.7K | 0.00% | +8+25.0% | Added |
| West Oak Capital, LLC | 40 | $17.0K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 41 | $17.1K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 42 | $17.7K | 0.00% | +4+10.5% | Added |
| Horizon Financial Services, LLC | 45 | $18.8K | 0.01% | +45 | New |
| Pineridge Advisors LLC | 46 | $19.2K | 0.01% | −28−37.8% | Reduced |
| Front Row Advisors LLC | 47 | $19.6K | 0.01% | +41+683.3% | Added |
| Albion Financial Group | 48 | $20.1K | 0.00% | +3+6.7% | Added |
| Mizuho Securities Co. Ltd. | 50 | $20.9K | 0.11% | +50 | New |
| Cambridge Trust Co | 50 | $20.9K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $21.1K | 0.01% | −2−3.8% | Reduced |
| Truvestments Capital LLC | 51 | $21.4K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 52 | $21.5K | 0.01% | +1+2.0% | Added |
| First Financial Corp | 54 | $22.6K | 0.01% | +31+134.8% | Added |
| Gilliland Jeter Wealth Management LLC | 54 | $22.6K | 0.01% | +54 | New |
| Baldwin Brothers Inc | 55 | $23.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 56 | $23.4K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 57 | $23.6K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 57 | $24.0K | 0.01% | +31+119.2% | Added |
| Costello Asset Management, INC | 60 | $25.1K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 60 | $25.1K | 0.02% | −355−85.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 60 | $25.1K | 0.00% | −1−1.6% | Reduced |
| First Personal Financial Services | 60 | $25.1K | 0.01% | +60 | New |
| First United Bank Trust | 62 | $25.9K | 0.01% | −6−8.8% | Reduced |
| Tidemark, LLC | 62 | $26.1K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 65 | $27.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 66 | $27.6K | 0.01% | +34+106.3% | Added |
| Abound Wealth Management | 67 | $28.2K | 0.01% | +1+1.5% | Added |
| Raffa Wealth Management, LLC | 69 | $28.8K | 0.01% | −15−17.9% | Reduced |
| Scarborough Advisors, LLC | 71 | $29.7K | 0.01% | +28+65.1% | Added |
| Cutler Group LP | 75 | $31.0K | 0.02% | −10,111−99.3% | Reduced |
| CoreFirst Bank & Trust | 75 | $31.3K | 0.02% | −97−56.4% | Reduced |
| Chelsea Counsel Co | 75 | $31.3K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 77 | $32.2K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 78 | $32.6K | 0.02% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 80 | $33.4K | 0.00% | +80 | New |
| LifeSteps Financial, Inc. | 80 | $33.4K | 0.03% | +80 | New |
| Toth Financial Advisory Corp | 80 | $33.4K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 82 | $34.3K | 0.00% | +5+6.5% | Added |
| Compass Wealth Management LLC | 85 | $35.5K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 85 | $35.5K | 0.00% | +65+325.0% | Added |
| Park Place Capital Corp | 86 | $35.9K | 0.01% | +18+26.5% | Added |
| Centerpoint Advisors, LLC | 90 | $38.0K | 0.01% | 00.0% | Unchanged |
