| Pacific Center for Financial Services | 0 | $12 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $14 | 0.00% | 0 | Unchanged |
| USA Financial Portformulas Corp | 1 | $955 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1 | $955 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $955 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1 | $955 | 0.00% | +1 | New |
| Impact Partnership Wealth, LLC | 1 | $955 | 0.00% | +1 | New |
| Wolff Wiese Magana LLC | 1 | $956 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $956 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $956 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1 | $1.00K | 0.00% | −2−66.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Safeguard Financial, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Sofos Investments, Inc. | 955 | $1.53K | 0.01% | +106+12.5% | Added |
| Global Financial Private Client, LLC | 2 | $1.89K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 2 | $1.91K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.91K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2 | $1.91K | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 2 | $1.91K | 0.00% | +2 | New |
| Valley National Advisers Inc | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3 | $2.87K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $2.87K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3 | $2.87K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 3 | $2.87K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $2.87K | 0.00% | −1−25.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4 | $3.82K | 0.00% | −54−93.1% | Reduced |
| McIlrath & Eck, LLC | 4 | $3.82K | 0.00% | −21−84.0% | Reduced |
| Disciplined Investments, LLC | 4 | $3.82K | 0.00% | −1−20.0% | Reduced |
| Capital Analysts, LLC | 4 | $4.00K | 0.00% | +2+100.0% | Added |
| FinTrust Capital Advisors, LLC | 5 | $4.22K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 5 | $4.78K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 5 | $4.78K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 5 | $4.78K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 5 | $4.78K | 0.00% | +5 | New |
| Nemes Rush Group LLC | 5 | $4.78K | 0.00% | +5 | New |
| Avion Wealth | 7 | $5.00K | 0.00% | +4+133.3% | Added |
| Bollard Group LLC | 5 | $5.00K | 0.00% | +5 | New |
| Tower View Investment Management & Research LLC | 5 | $5.00K | 0.00% | +5 | New |
| Pacifica Partners Inc. | 6 | $5.68K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $5.73K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $5.73K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $5.73K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 6 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thomas White International Ltd | 7 | $6.69K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $6.69K | 0.00% | 00.0% | Unchanged |
| Motco | 7 | $6.69K | 0.00% | +1+16.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $7.64K | 0.00% | −42−84.0% | Reduced |
| Sittner & Nelson, LLC | 8 | $7.64K | 0.00% | −25−75.8% | Reduced |
| Raffa Wealth Management, LLC | 8 | $7.64K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8 | $7.64K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 8 | $7.64K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 8 | $7.64K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 9 | $8.60K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 9 | $8.60K | 0.02% | +9 | New |
| HighMark Wealth Management LLC | 9 | $8.60K | 0.01% | −2−18.2% | Reduced |
| Coppell Advisory Solutions LLC | 10 | $9.44K | 0.00% | +10 | New |
| Oliver Lagore Vanvalin Investment Group | 10 | $9.55K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 10 | $9.55K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 10 | $9.55K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 10 | $9.55K | 0.00% | +10 | New |
| Tyler-Stone Wealth Management | 10 | $10.0K | 0.01% | +10 | New |
| Global Wealth Strategies & Associates | 11 | $10.5K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 11 | $10.5K | 0.01% | +3+37.5% | Added |
| Steward Financial Group LLC | 12 | $11.0K | 0.00% | +5+71.4% | Added |
| Kistler-Tiffany Companies, LLC | 12 | $11.5K | 0.00% | +12 | New |
| Hollencrest Capital Management | 13 | $12.4K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 13 | $12.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $12.4K | 0.01% | +2+18.2% | Added |
| Key Financial Inc | 13 | $12.4K | 0.00% | +13 | New |
| PFS Partners, LLC | 13 | $12.4K | 0.01% | +13 | New |
| West Oak Capital, LLC | 14 | $13.4K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 14 | $13.4K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 14 | $13.4K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15 | $14.3K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 15 | $14.3K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 16 | $15.3K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 16 | $15.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 16 | $15.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 16 | $15.3K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 17 | $16.2K | 0.01% | −5−22.7% | Reduced |
| Stephenson National Bank & Trust | 17 | $16.2K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 19 | $18.0K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 20 | $19.1K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 20 | $19.1K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 21 | $20.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 23 | $22.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $22.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 24 | $22.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 23 | $23.0K | 0.02% | −5−17.9% | Reduced |
| JFS Wealth Advisors, LLC | 25 | $23.9K | 0.00% | −1−3.8% | Reduced |
| Cornerstone Planning Group LLC | 26 | $24.8K | 0.01% | +26 | New |
| BerganKDV Wealth Management, LLC | 27 | $25.8K | 0.00% | −1−3.6% | Reduced |
| Cedar Wealth Management, LLC | 28 | $26.7K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 28 | $26.7K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 28 | $27.0K | 0.00% | +1+3.7% | Added |
| Bell Investment Advisors, Inc | 29 | $27.7K | 0.01% | −1−3.3% | Reduced |
| Atticus Wealth Management, LLC | 30 | $28.7K | 0.01% | +11+57.9% | Added |
| Clear Street Markets LLC | 30 | $29.0K | 0.01% | +30 | New |
| Financial Connections Group, Inc. | 33 | $31.0K | 0.02% | 00.0% | Unchanged |