| Hallmark Capital Management Inc | 0 | $7 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $16 | 0.00% | 0 | Unchanged |
| Abich Financial Wealth Management LLC | 3 | $354 | 0.00% | +3 | New |
| DB Fitzpatrick & Co, Inc | 5 | $589 | 0.00% | +5 | New |
| Caitlin John, LLC | 5 | $598 | 0.00% | −7−58.3% | Reduced |
| Annapolis Financial Services, LLC | 6 | $708 | 0.00% | −400−98.5% | Reduced |
| Quest Partners LLC | 7 | $825 | 0.00% | +7 | New |
| Anfield Capital Management, LLC | 8 | $943 | 0.00% | +8 | New |
| Spectrum Wealth Counsel, LLC | 10 | $1.18K | 0.00% | +10 | New |
| USA Financial Portformulas Corp | 15 | $1.77K | 0.00% | −4−21.1% | Reduced |
| Global Assets Advisory, LLC | 248,600 | $2.00K | 0.09% | +248,600 | New |
| Albion Financial Group | 18 | $2.12K | 0.00% | +18 | New |
| CBIZ Investment Advisory Services, LLC | 20 | $2.36K | 0.00% | +20 | New |
| ClariVest Asset Management LLC | 22 | $2.61K | 0.00% | +12+120.0% | Added |
| Riggs Asset Managment Co. Inc. | 27 | $3.18K | 0.00% | +27 | New |
| Provenance Wealth Advisors, LLC | 28 | $3.30K | 0.00% | −44−61.1% | Reduced |
| True Wealth Design, LLC | 28 | $3.30K | 0.00% | +12+75.0% | Added |
| TFC Financial Management | 29 | $3.42K | 0.00% | +5+20.8% | Added |
| AM Squared Ltd | 29 | $3.42K | 0.01% | +29 | New |
| PayPay Securities Corp | 32 | $3.77K | 0.19% | −17−34.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 33 | $3.89K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 33 | $3.89K | 0.00% | +33 | New |
| AlphaMark Advisors, LLC | 32 | $4.00K | 0.00% | −10−23.8% | Reduced |
| Tompkins Financial Corp | 35 | $4.13K | 0.00% | +5+16.7% | Added |
| Richardson Financial Services Inc. | 31 | $4.13K | 0.00% | +31 | New |
| Trifecta Capital Advisors, LLC | 38 | $4.48K | 0.00% | +12+46.2% | Added |
| Carolina Wealth Advisors, LLC | 39 | $4.60K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 39 | $4.60K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 39 | $4.60K | 0.00% | +39 | New |
| Hoey Investments, Inc | 41 | $4.83K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 43 | $5.09K | 0.00% | +43 | New |
| American Capital Advisory, LLC | 85 | $5.13K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 45 | $5.30K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 42 | $5.43K | 0.00% | −31−42.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 47 | $5.54K | 0.00% | −108−69.7% | Reduced |
| Larson Financial Group LLC | 48 | $5.66K | 0.00% | +40+500.0% | Added |
| City Holding Co | 50 | $5.89K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $5.89K | 0.00% | −150−75.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 50 | $5.89K | 0.00% | +20+66.7% | Added |
| Hilltop National Bank | 50 | $5.89K | 0.00% | +50 | New |
| JNBA Financial Advisors | 50 | $5.90K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 51 | $5.99K | 0.00% | +1+2.0% | Added |
| Delos Wealth Advisors, LLC | 51 | $6.01K | 0.01% | +41+410.0% | Added |
| McIlrath & Eck, LLC | 54 | $6.37K | 0.00% | +4+8.0% | Added |
| Brown, Lisle/Cummings, Inc. | 60 | $7.07K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 60 | $7.07K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 60 | $7.07K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 60 | $7.07K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 63 | $7.45K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 69 | $8.13K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 80 | $9.43K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 82 | $9.67K | 0.00% | −432−84.0% | Reduced |
| Main Street Group, LTD | 79 | $9.82K | 0.00% | −45−36.3% | Reduced |
| Capital Advisors, Ltd. LLC | 88 | $10.0K | 0.00% | +14+18.9% | Added |
| FRG Family Wealth Advisors LLC | 90 | $10.2K | 0.00% | +90 | New |
| Cetera Trust Company, N.A | 87 | $10.3K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 90 | $10.6K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 90 | $10.6K | 0.00% | +30+50.0% | Added |
| Colonial Trust Advisors | 92 | $10.9K | 0.00% | +23+33.3% | Added |
| Key Financial Inc | 95 | $11.2K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 95 | $11.2K | 0.01% | +20+26.7% | Added |
| Boyd Watterson Asset Management LLC | 97 | $11.4K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $11.8K | 0.01% | −500−83.3% | Reduced |
| Beacon Capital Management, LLC | 100 | $11.8K | 0.00% | −160−61.5% | Reduced |
| St Germain D J Co Inc | 100 | $11.8K | 0.00% | −78−43.8% | Reduced |
| First United Bank Trust | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $11.8K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $11.8K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 100 | $11.8K | 0.00% | +100 | New |
| Beaird Harris Wealth Management, LLC | 103 | $12.1K | 0.00% | −134−56.5% | Reduced |
| Kelly Financial Services LLC | 104 | $12.3K | 0.00% | +13+14.3% | Added |
| Cullen/Frost Bankers, Inc. | 105 | $12.4K | 0.00% | +105 | New |
| Webster Bank, N. A. | 106 | $12.5K | 0.00% | +106 | New |
| Naples Money Management LLC | 111 | $13.1K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 112 | $13.2K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 115 | $13.4K | 0.01% | +65+130.0% | Added |
| Frank, Rimerman Advisors LLC | 118 | $13.9K | 0.00% | −225−65.6% | Reduced |
| Country Trust Bank | 118 | $13.9K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 127 | $15.0K | 0.00% | +127 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 130 | $15.0K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 130 | $15.3K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 132 | $15.6K | 0.00% | −20−13.2% | Reduced |
| Dunhill Financial, LLC | 134 | $15.8K | 0.01% | +14+11.7% | Added |
| Delta Asset Management LLC | 134 | $15.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 136 | $16.0K | 0.00% | +16+13.3% | Added |
| Pin Oak Investment Advisors Inc | 142 | $17.0K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 146 | $17.2K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 147 | $17.3K | 0.00% | +147 | New |
| MUFG Securities EMEA plc | 150 | $17.7K | 0.00% | −6,024−97.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 150 | $17.7K | 0.00% | −35−18.9% | Reduced |
| Gradient Investments LLC | 158 | $18.6K | 0.00% | −333−67.8% | Reduced |
| CoreFirst Bank & Trust | 168 | $19.8K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 170 | $20.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 172 | $20.3K | 0.02% | +100+138.9% | Added |
| LRI Investments, LLC | 173 | $20.4K | 0.01% | +173 | New |
| MCF Advisors LLC | 173 | $20.4K | 0.00% | +95+121.8% | Added |
| Sachetta, LLC | 247 | $21.1K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 182 | $21.5K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 188 | $22.2K | 0.01% | +188 | New |
| Pinnacle Bancorp, Inc. | 189 | $22.3K | 0.01% | 00.0% | Unchanged |
