| Creative Planning | 13,763 | $93.0K | 0.00% | −88,118−86.5% | Reduced |
| VeraBank, N.A. | 13,658 | $92.3K | 0.03% | +13,658 | New |
| Virtu Financial LLC | 13,563 | $92.0K | 0.01% | +13,563 | New |
| Resources Investment Advisors, LLC. | 13,536 | $91.5K | 0.00% | +13,536 | New |
| Valley Brook Capital Group | 13,489 | $91.2K | 0.08% | +13,489 | New |
| Beacon Financial Group | 13,432 | $90.8K | 0.01% | +13,432 | New |
| Hollencrest Capital Management | 13,362 | $90.3K | 0.01% | +12,581+1,610.9% | Added |
| Tradition Wealth Management, LLC | 13,369 | $90.0K | 0.01% | +13,369 | New |
| Perigon Wealth Management, LLC | 13,312 | $90.0K | 0.00% | +13,312 | New |
| Schechter Investment Advisors, LLC | 13,222 | $89.4K | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 13,218 | $89.4K | 0.00% | +13,218 | New |
| PSI Advisors, LLC | 13,096 | $88.5K | 0.03% | +13,096 | New |
| Pathway Financial Advisers, LLC | 12,924 | $87.4K | 0.03% | +12,924 | New |
| Smith Shellnut Wilson LLC | 12,855 | $86.9K | 0.05% | +12,855 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $85.2K | 0.04% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 12,490 | $84.4K | 0.00% | +12,490 | New |
| Green Square Capital Advisors LLC | 12,359 | $83.5K | 0.01% | +12,359 | New |
| Apollon Wealth Management, LLC | 12,332 | $83.4K | 0.00% | +1,123+10.0% | Added |
| StoneX Group Inc. | 12,272 | $83.0K | 0.01% | +12,272 | New |
| Beacon Capital Management, LLC | 12,800 | $81.0K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 11,904 | $80.5K | 0.01% | +11,904 | New |
| Sound View Wealth Advisors Group, LLC | 11,770 | $79.6K | 0.01% | +11,770 | New |
| Romano Brothers and Company | 11,550 | $78.1K | 0.01% | +11,550 | New |
| LifeSteps Financial, Inc. | 11,520 | $77.9K | 0.07% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 11,356 | $76.8K | 0.00% | +11,356 | New |
| Creekmur Asset Management LLC | 11,153 | $75.4K | 0.02% | +11,153 | New |
| Beacon Financial Advisory LLC | 11,141 | $75.3K | 0.04% | +11,141 | New |
| Obermeyer Wood Investment Counsel, LLLP | 10,977 | $74.2K | 0.01% | +10,977 | New |
| Coldstream Capital Management Inc | 10,935 | $73.9K | 0.00% | +10,935 | New |
| Strategic Financial Concepts, LLC | 10,877 | $73.5K | 0.04% | −1,373−11.2% | Reduced |
| Blue Barn Wealth, LLC | 10,840 | $73.3K | 0.04% | +10,840 | New |
| Occidental Asset Management, LLC | 10,728 | $72.5K | 0.02% | +10,728 | New |
| MML Investors Services, LLC | 10,566 | $71.0K | 0.00% | +10,566 | New |
| Anchor Investment Management, LLC | 10,493 | $70.9K | 0.01% | +10,493 | New |
| J.W. Cole Advisors, Inc. | 10,408 | $70.4K | 0.00% | +10,408 | New |
| Prime Capital Investment Advisors, LLC | 10,350 | $70.0K | 0.00% | +10,350 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,231 | $69.2K | 0.02% | +10,231 | New |
| JPMorgan Chase & Co | 10,151 | $68.6K | 0.00% | +7,859+342.9% | Added |
| Coastline Trust Co | 10,143 | $68.6K | 0.01% | +10,143 | New |
| CoreFirst Bank & Trust | 10,092 | $68.2K | 0.05% | +6,760+202.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 10,089 | $68.0K | 0.03% | +10,089 | New |
| Abel Hall, LLC | 10,000 | $67.6K | 0.06% | +10,000 | New |
| Sofos Investments, Inc. | 9,221 | $62.3K | 0.02% | +9,221 | New |
| LM Advisors LLC | 8,800 | $59.5K | 0.01% | +8,800 | New |
| CWM, LLC | 7,527 | $51.0K | 0.00% | +7,527 | New |
| EverSource Wealth Advisors, LLC | 7,474 | $50.5K | 0.00% | +7,474 | New |
| Proequities, Inc. | 7,409 | $50.1K | 0.00% | +1,764+31.2% | Added |
| Bessemer Group Inc | 7,209 | $49.0K | 0.00% | +7,209 | New |
| NBC Securities, Inc. | 6,943 | $46.0K | 0.00% | +4,943+247.1% | Added |
| Resurgent Financial Advisors LLC | 6,759 | $45.7K | 0.03% | +6,759 | New |
| SOA Wealth Advisors, LLC. | 6,007 | $40.6K | 0.01% | +6,007 | New |
| Hazlett, Burt & Watson, Inc. | 5,691 | $39.0K | 0.03% | +3,491+158.7% | Added |
| Whittier Trust Co of Nevada Inc | 4,944 | $33.4K | 0.00% | +4,944 | New |
| RE Dickinson Investment Advisors, LLC | 4,708 | $32.0K | 0.02% | +4,708 | New |
| Sound Income Strategies, LLC | 3,998 | $27.0K | 0.00% | +98+2.5% | Added |
| Sugarloaf Wealth Management, LLC | 3,469 | $23.4K | 0.01% | +3,469 | New |
| City Holding Co | 3,452 | $23.3K | 0.00% | +3,452 | New |
| Northwest Financial Advisors | 3,449 | $23.3K | 0.02% | +3,449 | New |
| Bartlett & Co. Wealth Management LLC | 3,419 | $23.1K | 0.00% | +3,419 | New |
| Householder Group Estate & Retirement Specialist, LLC | 3,448 | $23.0K | 0.01% | +2,295+199.0% | Added |
| Bartlett & Co. LLC | 3,419 | $23.0K | 0.00% | +3,419 | New |
| Hexagon Capital Partners LLC | 3,385 | $22.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,065 | $20.7K | 0.01% | +3,065 | New |
| Baystate Wealth Management LLC | 3,027 | $20.5K | 0.00% | +3,027 | New |
| Clearstead Advisors, LLC | 2,300 | $15.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,285 | $15.4K | 0.00% | +2,285 | New |
| US Bancorp | 2,265 | $15.3K | 0.00% | +2,265 | New |
| Caldwell Trust Co | 2,088 | $14.1K | 0.00% | +1,419+212.1% | Added |
| Game Plan Financial Advisors, LLC | 1,977 | $13.4K | 0.01% | +1,977 | New |
| Oliver Lagore Vanvalin Investment Group | 1,977 | $13.4K | 0.00% | +1,977 | New |
| McGlone Suttner Wealth Management, Inc. | 1,948 | $13.2K | 0.00% | +1,948 | New |
| Concord Wealth Partners | 1,907 | $12.9K | 0.00% | +1,907 | New |
| Focused Wealth Management, Inc | 1,580 | $10.7K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,545 | $10.4K | 0.00% | +1,545 | New |
| Citizens National Bank Trust Department | 1,400 | $9.46K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,229 | $8.31K | 0.00% | +1,229 | New |
| The PNC Financial Services Group, Inc. | 1,154 | $7.80K | 0.00% | +734+174.8% | Added |
| Citigroup Inc | 1,129 | $7.63K | 0.00% | +31+2.8% | Added |
| Provenance Wealth Advisors, LLC | 1,118 | $7.56K | 0.00% | +1,118 | New |
| Coppell Advisory Solutions LLC | 1,105 | $7.47K | 0.00% | +304+38.0% | Added |
| Transcendent Capital Group LLC | 1,056 | $7.14K | 0.00% | +1,056 | New |
| American National Bank | 1,003 | $6.78K | 0.00% | +1,003 | New |
| Allworth Financial LP | 988 | $6.68K | 0.00% | +988 | New |
| GPS Wealth Strategies Group, LLC | 909 | $6.14K | 0.00% | +909 | New |
| Global Retirement Partners, LLC | 688 | $4.73K | 0.00% | +668+3,340.0% | Added |
| Kelly Financial Services LLC | 670 | $4.53K | 0.00% | +670 | New |
| Parallel Advisors, LLC | 630 | $4.26K | 0.00% | +494+363.2% | Added |
| Gradient Investments LLC | 625 | $4.22K | 0.00% | +625 | New |
| VisionPoint Advisory Group, LLC | 494 | $3.34K | 0.00% | +494 | New |
| Wolff Wiese Magana LLC | 350 | $2.37K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 296 | $2.00K | 0.00% | +296 | New |
| Montag A & Associates Inc | 219 | $1.48K | 0.00% | +219 | New |
| Pflug Koory, LLC | 66 | $446 | 0.00% | +66 | New |
| Gleason Group, Inc. | 20 | $138 | 0.00% | +20 | New |
| Laurel Wealth Advisors LLC | 14 | $95 | 0.00% | +14 | New |
| Rockbridge Investment Management, LCC | 4 | $28 | 0.00% | +4 | New |
| DHJJ Financial Advisors, Ltd. | 2 | $14 | 0.00% | +2 | New |
| FMR LLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Forum Private Client Group LLC | 0 | $0 | 0.00% | −440,000−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −282,188−100.0% | Sold out |
