| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 25 | $5 | 0.00% | +25 | New |
| Mendota Financial Group, LLC | 1 | $161 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1 | $161 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $258 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $322 | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 2 | $322 | 0.00% | +1+100.0% | Added |
| Kistler-Tiffany Companies, LLC | 3 | $483 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $643 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4 | $643 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 5 | $804 | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 6 | $965 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 6 | $991 | 0.00% | −1−14.3% | Reduced |
| Avion Wealth | 10 | $1.00K | 0.00% | +10 | New |
| Coastal Capital Group, Inc. | 7 | $1.13K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $1.32K | 0.00% | −53−75.7% | Reduced |
| GHP Investment Advisors, Inc. | 8 | $1.34K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $1.61K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $1.61K | 0.00% | +10 | New |
| DecisionPoint Financial, LLC | 13 | $2.09K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 161 | $2.15K | 0.01% | +19+13.4% | Added |
| Rocky Mountain Advisers, LLC | 17 | $2.41K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $2.57K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 16 | $2.57K | 0.00% | +7+77.8% | Added |
| MCF Advisors LLC | 17 | $2.73K | 0.00% | 00.0% | Unchanged |
| Motco | 18 | $2.89K | 0.00% | +18 | New |
| Kelly Financial Services LLC | 18 | $2.91K | 0.00% | +1+5.9% | Added |
| Valley National Advisers Inc | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 21 | $3.00K | 0.00% | +21 | New |
| Federated Hermes, Inc. | 20 | $3.21K | 0.00% | −36−64.3% | Reduced |
| New Millennium Group LLC | 20 | $3.21K | 0.00% | +20 | New |
| WR Wealth Planners, LLC | 21 | $3.38K | 0.00% | −20−48.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 22 | $3.54K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 24 | $3.86K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 29 | $4.66K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 40 | $5.46K | 0.00% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 34 | $5.50K | 0.00% | +34 | New |
| Byrne Asset Management LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 375 | $6.02K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 36 | $6.56K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 41 | $6.59K | 0.00% | +41 | New |
| Bollard Group LLC | 43 | $7.00K | 0.00% | +43 | New |
| AllSquare Wealth Management LLC | 53 | $7.30K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 49 | $7.88K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 50 | $8.02K | 0.00% | +50 | New |
| Field & Main Bank | 50 | $8.04K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $8.04K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 50 | $8.04K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $8.04K | 0.00% | +50 | New |
| Laurel Wealth Advisors LLC | 51 | $8.20K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 53 | $8.49K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 55 | $8.84K | 0.00% | +55 | New |
| Sound Income Strategies, LLC | 56 | $9.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 60 | $9.64K | 0.00% | +60 | New |
| Pacifica Partners Inc. | 60 | $9.71K | 0.01% | −70−53.8% | Reduced |
| CVA Family Office, LLC | 63 | $10.1K | 0.00% | +14+28.6% | Added |
| Impact Partnership Wealth, LLC | 65 | $10.4K | 0.00% | +65 | New |
| Clearview Wealth Advisors LLC | 71 | $11.4K | 0.01% | −7−9.0% | Reduced |
| Harbor Investment Advisory, LLC | 75 | $12.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 80 | $12.9K | 0.00% | −160−66.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 81 | $13.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 87 | $14.0K | 0.00% | +1+1.2% | Added |
| McIlrath & Eck, LLC | 87 | $14.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 90 | $14.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 94 | $15.0K | 0.01% | +54+135.0% | Added |
| Larson Financial Group LLC | 95 | $15.3K | 0.00% | −13−12.0% | Reduced |
| Tacita Capital Inc | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $16.1K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $16.1K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $16.1K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $16.1K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 101 | $16.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 103 | $17.0K | 0.00% | +103 | New |
| Farther Finance Advisors, LLC | 106 | $17.0K | 0.00% | −2−1.9% | Reduced |
| Retirement Group, LLC | 106 | $17.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 106 | $17.0K | 0.00% | +106 | New |
| RFP Financial Group LLC | 108 | $17.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 111 | $17.8K | 0.00% | −4−3.5% | Reduced |
| Highline Wealth Partners LLC | 120 | $19.2K | 0.01% | +2+1.7% | Added |
| Bell Investment Advisors, Inc | 120 | $19.3K | 0.00% | +9+8.1% | Added |
| Caldwell Sutter Capital, Inc. | 122 | $19.6K | 0.01% | +22+22.0% | Added |
| TSFG, LLC | 125 | $20.0K | 0.01% | +2+1.6% | Added |
| Providence Capital Advisors, LLC | 129 | $20.7K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 135 | $21.7K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 140 | $22.5K | 0.00% | +140 | New |
| Safeguard Financial, LLC | 150 | $24.0K | 0.01% | +150 | New |
| Toronto Dominion Bank | 156 | $25.0K | 0.00% | −1−0.6% | Reduced |
| Coppell Advisory Solutions LLC | 157 | $25.2K | 0.01% | +157 | New |
| Key Financial Inc | 162 | $26.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 165 | $26.5K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 174 | $28.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 174 | $28.0K | 0.00% | −34−16.3% | Reduced |
| Lazard Asset Management LLC | 183 | $29.0K | 0.00% | +172+1,563.6% | Added |
| Gradient Investments LLC | 183 | $29.4K | 0.00% | +104+131.6% | Added |
| Webster Bank, N. A. | 200 | $32.1K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 202 | $32.5K | 0.02% | 00.0% | Unchanged |