| Wood Tarver Financial Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1 | $770 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 1 | $896 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 1 | $896 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $896 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $896 | 0.00% | +1 | New |
| Winthrop Capital Management, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 2 | $1.45K | 0.00% | −1−33.3% | Reduced |
| PayPay Securities Corp | 2 | $1.79K | 0.09% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $1.79K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2 | $1.79K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $1.79K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $1.80K | 0.00% | +2 | New |
| Creekmur Asset Management LLC | 3 | $2.34K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 3 | $2.69K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 3 | $2.69K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3 | $2.86K | 0.00% | −1−25.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 4 | $3.58K | 0.00% | −12−75.0% | Reduced |
| Principia Wealth Advisory, LLC | 4 | $3.58K | 0.00% | −6−60.0% | Reduced |
| First Command Advisory Services, Inc. | 4 | $3.58K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $3.58K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $3.58K | 0.00% | +2+100.0% | Added |
| American Capital Advisory, LLC | 4 | $3.58K | 0.00% | +4 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 4 | $4.00K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $4.48K | 0.00% | −11−68.8% | Reduced |
| SJS Investment Consulting Inc. | 5 | $4.48K | 0.00% | −5−50.0% | Reduced |
| Altshuler Shaham Ltd | 5 | $4.48K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $4.48K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $4.48K | 0.00% | +2+66.7% | Added |
| Hughes Financial Services, LLC | 6 | $5.33K | 0.00% | +1+20.0% | Added |
| High Note Wealth, LLC | 6 | $5.37K | 0.00% | −1−14.3% | Reduced |
| North Star Investment Management Corp. | 6 | $5.37K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $5.37K | 0.00% | +3+100.0% | Added |
| Total Investment Management Inc | 6 | $5.37K | 0.00% | +6 | New |
| UMA Financial Services, Inc. | 6 | $5.38K | 0.00% | +4+200.0% | Added |
| Clark Wealth Partners | 7 | $6.27K | 0.00% | −9−56.3% | Reduced |
| Carolina Wealth Advisors, LLC | 7 | $6.27K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 7 | $6.27K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $6.27K | 0.00% | +5+250.0% | Added |
| Signature Resources Capital Management, LLC | 7 | $6.27K | 0.00% | +7 | New |
| Private Wealth Management Group, LLC | 7 | $6.27K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 7 | $6.27K | 0.00% | +7 | New |
| Tower View Investment Management & Research LLC | 7 | $6.32K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 8 | $7.16K | 0.00% | +1+14.3% | Added |
| Strategic Wealth Partners, Ltd. | 8 | $7.17K | 0.00% | +8 | New |
| VSM Wealth Advisory, LLC | 8 | $7.17K | 0.00% | +8 | New |
| Anfield Capital Management, LLC | 10 | $8.96K | 0.00% | −4−28.6% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $8.96K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 10 | $8.96K | 0.01% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 10 | $8.96K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $8.96K | 0.01% | +10 | New |
| Toth Financial Advisory Corp | 10 | $8.96K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 10 | $8.96K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $8.96K | 0.00% | +10 | New |
| Tortoise Investment Management, LLC | 11 | $9.85K | 0.00% | +5+83.3% | Added |
| Iron Horse Wealth Management, LLC | 11 | $9.85K | 0.00% | +5+83.3% | Added |
| Cheviot Value Management, LLC | 11 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 12 | $10.7K | 0.00% | −17−58.6% | Reduced |
| Kentucky Trust Co | 12 | $10.7K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12 | $10.8K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 13 | $11.6K | 0.00% | +13 | New |
| Kozak & Associates, Inc. | 13 | $12.1K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 14 | $12.5K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 14 | $12.5K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 14 | $12.9K | 0.01% | +6+75.0% | Added |
| Tower Trust & Investment Co | 15 | $13.4K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $13.4K | 0.00% | −19−55.9% | Reduced |
| Dunhill Financial, LLC | 15 | $13.9K | 0.00% | −5−25.0% | Reduced |
| McIlrath & Eck, LLC | 16 | $14.3K | 0.00% | −13−44.8% | Reduced |
| Citizens National Bank Trust Department | 16 | $14.3K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 16 | $14.3K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 16 | $14.3K | 0.00% | +11+220.0% | Added |
| Ogorek Anthony Joseph | 17 | $15.0K | 0.00% | +2+13.3% | Added |
| North Capital, Inc. | 17 | $15.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 17 | $15.2K | 0.00% | +3+21.4% | Added |
| IMG Wealth Management, Inc. | 17 | $15.2K | 0.01% | +17 | New |
| Glen Eagle Advisors, LLC | 17 | $15.3K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 17 | $15.4K | 0.01% | +5+41.7% | Added |
| Raffa Wealth Management, LLC | 18 | $16.1K | 0.00% | +1+5.9% | Added |
| Armstrong Advisory Group, Inc | 18 | $16.1K | 0.00% | −49−73.1% | Reduced |
| TFC Financial Management | 19 | $17.0K | 0.00% | −2−9.5% | Reduced |
| Valued Wealth Advisors LLC | 19 | $17.1K | 0.01% | −1−5.0% | Reduced |
| Adirondack Trust Co | 20 | $17.9K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20 | $17.9K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 20 | $17.9K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 20 | $17.9K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 21 | $18.8K | 0.01% | +3+16.7% | Added |
| Cetera Trust Company, N.A | 21 | $18.8K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 21 | $18.8K | 0.01% | +1+5.0% | Added |
| Abound Wealth Management | 21 | $19.2K | 0.01% | −1−4.5% | Reduced |
| Cedar Wealth Management, LLC | 22 | $19.7K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 22 | $19.8K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 23 | $20.7K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 23 | $20.7K | 0.00% | +1+4.5% | Added |
| Cedar Mountain Advisors, LLC | 25 | $22.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 26 | $23.3K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 26 | $23.3K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 26 | $23.3K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 26 | $23.3K | 0.01% | −140−84.3% | Reduced |
| PFS Partners, LLC | 26 | $23.7K | 0.01% | 00.0% | Unchanged |
