| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | −53−98.1% | Reduced |
| Ulland Investment Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 39,583 | $12 | 0.00% | +39,583 | New |
| Wolff Wiese Magana LLC | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2 | $180 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $360 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $450 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 5 | $451 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5 | $451 | 0.00% | +5 | New |
| New Millennium Group LLC | 6 | $547 | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 8 | $721 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 10 | $900 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 10 | $908 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 12 | $1.08K | 0.00% | +12 | New |
| Godsey & Gibb Associates | 15 | $1.35K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 15 | $1.35K | 0.00% | +15 | New |
| Carmel Capital Partners, LLC | 18 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 19 | $1.71K | 0.00% | −339−94.7% | Reduced |
| Abound Wealth Management | 19 | $1.71K | 0.00% | +19 | New |
| Stonebridge Capital Advisors LLC | 20 | $1.80K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 20 | $1.80K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 20 | $1.80K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 20 | $1.80K | 0.00% | +20 | New |
| Financial Perspectives, Inc | 21 | $1.89K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 22 | $1.98K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 22 | $1.98K | 0.00% | +22 | New |
| TSFG, LLC | 25 | $2.00K | 0.00% | +10+66.7% | Added |
| Evermay Wealth Management LLC | 24 | $2.16K | 0.00% | +24 | New |
| Northwest Investment Counselors, LLC | 24 | $2.16K | 0.00% | +24 | New |
| Gould Capital, LLC | 25 | $2.25K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 25 | $2.25K | 0.00% | +25 | New |
| Baystate Wealth Management LLC | 26 | $2.35K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 29 | $2.61K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 29 | $2.61K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 30 | $2.70K | 0.00% | +30 | New |
| Aspire Private Capital, LLC | 32 | $2.88K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 32 | $2.88K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $2.88K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 38 | $3.00K | 0.00% | +38 | New |
| Tradition Wealth Management, LLC | 38 | $3.00K | 0.00% | +38 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34 | $3.06K | 0.00% | 00.0% | Unchanged |
| Motco | 35 | $3.15K | 0.00% | +35 | New |
| Impact Partnership Wealth, LLC | 35 | $3.15K | 0.00% | +35 | New |
| Copeland Capital Management, LLC | 37 | $3.33K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 38 | $3.42K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $3.60K | 0.00% | +32+400.0% | Added |
| ORG Partners LLC | 44 | $4.03K | 0.00% | +44 | New |
| Annapolis Financial Services, LLC | 48 | $4.32K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $4.41K | 0.00% | – | – |
| Tompkins Financial Corp | 50 | $4.50K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 50 | $4.50K | 0.00% | +50 | New |
| Trust Co of Vermont | 50 | $4.50K | 0.00% | +50 | New |
| Glen Eagle Advisors, LLC | 53 | $4.70K | 0.00% | +1+1.9% | Added |
| HighMark Wealth Management LLC | 52 | $4.70K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 57 | $5.13K | 0.00% | +57 | New |
| Montag A & Associates Inc | 62 | $5.58K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 59 | $6.00K | 0.00% | −6−9.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 72 | $6.00K | 0.00% | +72 | New |
| Bollard Group LLC | 69 | $6.00K | 0.00% | +69 | New |
| PSI Advisors, LLC | 70 | $6.30K | 0.00% | +10+16.7% | Added |
| Kathleen S. Wright Associates Inc. | 72 | $6.48K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 80 | $7.20K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 80 | $7.20K | 0.01% | +80 | New |
| Newbridge Financial Services Group, Inc. | 90 | $8.10K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 108 | $8.24K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 90 | $8.24K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 95 | $8.58K | 0.00% | −4−4.0% | Reduced |
| Macroview Investment Management LLC | 97 | $8.73K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 98 | $8.83K | 0.01% | −4−3.9% | Reduced |
| CKW Financial Group | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 101 | $9.09K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 104 | $9.36K | 0.00% | +104 | New |
| Cornerstone Planning Group LLC | 109 | $9.81K | 0.00% | +109 | New |
| Bogart Wealth, LLC | 111 | $9.99K | 0.00% | −45−28.8% | Reduced |
| Prestige Wealth Management Group LLC | 115 | $10.4K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 118 | $10.6K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 122 | $11.0K | 0.00% | −9−6.9% | Reduced |
| Front Row Advisors LLC | 124 | $11.0K | 0.00% | −2−1.6% | Reduced |
| Steward Financial Group LLC | 132 | $11.0K | 0.00% | +132 | New |
| GW&K Investment Management, LLC | 130 | $12.0K | 0.00% | +130 | New |
| McIlrath & Eck, LLC | 134 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 136 | $12.2K | 0.00% | +69+103.0% | Added |
| Fairfield Financial Advisors, LTD | 140 | $12.6K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 144 | $13.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 149 | $13.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 150 | $13.5K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 154 | $13.9K | 0.01% | +154 | New |
| Adirondack Trust Co | 155 | $14.5K | 0.01% | −25−13.9% | Reduced |
| Sutton Wealth Advisors Inc. | 165 | $14.9K | 0.01% | +159+2,650.0% | Added |
| Coppell Advisory Solutions LLC | 166 | $14.9K | 0.00% | +166 | New |
| Federated Hermes, Inc. | 166 | $14.9K | 0.00% | +46+38.3% | Added |
| Central Trust Co | 172 | $15.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 175 | $15.8K | 0.00% | +106+153.6% | Added |
| GPS Wealth Strategies Group, LLC | 180 | $16.2K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 90 | $16.9K | 0.07% | −1−1.1% | Reduced |