| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Y.D. More Investments Ltd | 23 | $10 | 0.00% | −7−23.3% | Reduced |
| Mosley Wealth Management | 1 | $135 | 0.00% | +1 | New |
| Silicon Valley Capital Partners | 1 | $138 | 0.00% | −175−99.4% | Reduced |
| Trifecta Capital Advisors, LLC | 2 | $271 | 0.00% | +2 | New |
| Highland Investment Advisors LLC | 2 | $271 | 0.00% | +2 | New |
| Sankala Group LLC | 2 | $280 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $406 | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 3 | $406 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $407 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 3 | $407 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $542 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 4 | $564 | 0.00% | +4 | New |
| Estabrook Capital Management | 5 | $677 | 0.00% | −6−54.5% | Reduced |
| Stone House Investment Management, LLC | 5 | $677 | 0.00% | +3+150.0% | Added |
| Redwood Park Advisors LLC | 5 | $678 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 5 | $678 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 6 | $813 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 7 | $1.00K | 0.00% | +1+16.7% | Added |
| Chesapeake Asset Management LLC | 8 | $1.08K | 0.00% | +8 | New |
| NBT Bank N A | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 9 | $1.22K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 10 | $1.35K | 0.00% | +5+100.0% | Added |
| Provenance Wealth Advisors, LLC | 10 | $1.35K | 0.00% | +10 | New |
| 1015 Capital Partners, LLC | 11 | $1.49K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 11 | $1.49K | 0.00% | +1+10.0% | Added |
| Morton Brown Family Wealth, LLC | 11 | $1.49K | 0.00% | +11 | New |
| Downshift Financial, LLC | 11 | $1.49K | 0.00% | +11 | New |
| DecisionPoint Financial, LLC | 11 | $1.50K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 12 | $1.63K | 0.00% | +11+1,100.0% | Added |
| Fortis Group Advisors, LLC | 12 | $1.63K | 0.00% | +12 | New |
| Lodestone Wealth Management LLC | 13 | $1.76K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 14 | $1.90K | 0.00% | −20−58.8% | Reduced |
| 1620 Investment Advisors, Inc. | 15 | $2.03K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 16 | $2.17K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 19 | $2.57K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 19 | $2.57K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 20 | $2.71K | 0.00% | −1,130−98.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 21 | $2.85K | 0.00% | 00.0% | Unchanged |
| City State Bank | 22 | $2.98K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 22 | $2.98K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 24 | $3.31K | 0.00% | +24 | New |
| Medallion Wealth Advisors, LLC | 25 | $3.39K | 0.00% | +1+4.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 26 | $3.52K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 26 | $3.52K | 0.00% | +17+188.9% | Added |
| Cassaday & Co Wealth Management LLC | 26 | $3.52K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 26 | $3.52K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 27 | $3.66K | 0.00% | −20−42.6% | Reduced |
| Financial Perspectives, Inc | 27 | $3.71K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 29 | $3.95K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 34 | $4.00K | 0.00% | −155−82.0% | Reduced |
| LifeSteps Financial, Inc. | 34 | $4.61K | 0.00% | +34 | New |
| Bullock Wealth Management Group | 35 | $4.79K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 36 | $4.81K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 37 | $5.01K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 40 | $5.29K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 40 | $5.42K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 40 | $5.42K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 40 | $5.42K | 0.00% | +40 | New |
| Bellevue Asset Management, LLC | 41 | $5.66K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 42 | $5.69K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 44 | $5.96K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 45 | $6.10K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 45 | $6.10K | 0.00% | +45 | New |
| Salem Investment Counselors Inc | 45 | $6.10K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 45 | $6.10K | 0.00% | +5+12.5% | Added |
| Abound Wealth Management | 46 | $6.25K | 0.00% | −133−74.3% | Reduced |
| United Financial Planning Group LLC | 50 | $6.77K | 0.00% | +50 | New |
| BFSG, LLC | 52 | $7.04K | 0.00% | −12−18.8% | Reduced |
| Investors Portfolio Services LLC | 52 | $7.05K | 0.01% | +7+15.6% | Added |
| Hollencrest Capital Management | 53 | $7.18K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 53 | $7.18K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 54 | $7.32K | 0.00% | +54 | New |
| Planning Strategies Inc. | 56 | $7.59K | 0.00% | +56 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 61 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 60 | $8.06K | 0.00% | −51−45.9% | Reduced |
| Tripletail Wealth Management, LLC | 58 | $8.09K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 60 | $8.13K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 63 | $8.54K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 64 | $8.75K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 67 | $9.08K | 0.00% | −37−35.6% | Reduced |
| Rialto Wealth Management, LLC | 67 | $9.08K | 0.00% | +9+15.5% | Added |
| BOK Financial Private Wealth, Inc. | 69 | $9.35K | 0.00% | +69 | New |
| Godsey & Gibb Associates | 71 | $9.62K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 73 | $9.89K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 75 | $10.2K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 75 | $10.2K | 0.00% | +6+8.7% | Added |
| PFS Partners, LLC | 75 | $10.2K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 77 | $10.4K | 0.01% | 00.0% | Unchanged |
| 1248 Management, LLC | 78 | $10.6K | 0.00% | 00.0% | Unchanged |
| GFS Advisors, LLC | 205,080 | $10.6K | 0.00% | +205,080 | New |
| Financial Gravity Companies, Inc. | 79 | $10.7K | 0.00% | +79 | New |