| Smithfield Trust Co | 1 | $0 | 0.00% | −9−90.0% | Reduced |
| McClarren Financial Advisors, Inc. | 204 | $0 | 0.00% | +200+5,000.0% | Added |
| Sandy Spring Bank | 1 | $205 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $205 | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 2 | $410 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $410 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $410 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4 | $820 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $820 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $1.23K | 0.00% | +6 | New |
| Brown Financial Advisors | 6 | $1.23K | 0.00% | +6 | New |
| Larson Financial Group LLC | 7 | $1.44K | 0.00% | −198−96.6% | Reduced |
| Johnson Financial Group, Inc. | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 7 | $1.44K | 0.00% | +7 | New |
| GHP Investment Advisors, Inc. | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $1.86K | 0.00% | −2−18.2% | Reduced |
| Avion Wealth | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $2.05K | 0.00% | −65−86.7% | Reduced |
| TruNorth Capital Management, LLC | 10 | $2.05K | 0.00% | −43−81.1% | Reduced |
| Motco | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 10 | $2.05K | 0.00% | +9+900.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 11 | $2.25K | 0.00% | +11 | New |
| MidAtlantic Capital Management, Inc. | 12 | $2.46K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 12 | $2.46K | 0.00% | +12 | New |
| DecisionPoint Financial, LLC | 13 | $2.52K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 13 | $2.67K | 0.00% | −14−51.9% | Reduced |
| ClariVest Asset Management LLC | 14 | $2.85K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 17 | $3.39K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 17 | $3.48K | 0.00% | +17 | New |
| Wetzel Investment Advisors, Inc. | 14 | $3.52K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 16 | $3.69K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 18 | $3.77K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 19 | $3.89K | 0.00% | +19 | New |
| ZynergyRetirementPlanningLLC | 22 | $4.51K | 0.00% | +22 | New |
| Oliver Lagore Vanvalin Investment Group | 23 | $4.71K | 0.00% | −26−53.1% | Reduced |
| Raffa Wealth Management, LLC | 23 | $4.71K | 0.00% | +7+43.8% | Added |
| ICA Group Wealth Management, LLC | 24 | $4.92K | 0.00% | −230−90.6% | Reduced |
| Fortitude Family Office, LLC | 24 | $4.92K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 24 | $4.92K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 25 | $5.00K | 0.00% | −13−34.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 25 | $5.12K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 25 | $5.13K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 25 | $5.13K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 27 | $5.54K | 0.00% | +27 | New |
| Stone House Investment Management, LLC | 28 | $5.77K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 36 | $6.06K | 0.00% | +33+1,100.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 36 | $6.56K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 35 | $7.17K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 36 | $7.47K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 37 | $7.58K | 0.00% | +5+15.6% | Added |
| Davis Capital Management | 39 | $7.95K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 39 | $7.99K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 40 | $8.25K | 0.00% | +20+100.0% | Added |
| Jamison Private Wealth Management, Inc. | 42 | $8.61K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 42 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 48 | $9.84K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 49 | $10.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 50 | $10.2K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 50 | $10.2K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 51 | $10.5K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 53 | $10.9K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 52 | $11.0K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 58 | $11.9K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 58 | $11.9K | 0.01% | +35+152.2% | Added |
| Sound Income Strategies, LLC | 59 | $12.1K | 0.00% | +3+5.4% | Added |
| Prestige Wealth Management Group LLC | 61 | $12.5K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 65 | $13.3K | 0.00% | +13+25.0% | Added |
| Strengthening Families & Communities, LLC | 67 | $14.0K | 0.00% | +67 | New |
| Proequities, Inc. | 70 | $14.3K | 0.00% | +3+4.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 70 | $14.3K | 0.00% | +42+150.0% | Added |
| Harbor Investment Advisory, LLC | 75 | $15.4K | 0.00% | −6−7.4% | Reduced |
| WR Wealth Planners, LLC | 75 | $15.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 77 | $15.8K | 0.00% | −369−82.7% | Reduced |
| Toronto Dominion Bank | 79 | $16.2K | 0.00% | −428−84.4% | Reduced |
| Frazier Financial Advisors, LLC | 79 | $16.2K | 0.01% | +19+31.7% | Added |
| Front Row Advisors LLC | 80 | $16.4K | 0.01% | −14−14.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 81 | $16.6K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 85 | $17.4K | 0.01% | +85 | New |
| Wiser Advisor Group LLC | 86 | $17.6K | 0.03% | +2+2.4% | Added |
| McIlrath & Eck, LLC | 87 | $17.8K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 87 | $17.8K | 0.00% | +87 | New |
| PSI Advisors, LLC | 90 | $18.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 91 | $18.7K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 93 | $19.1K | 0.01% | +93 | New |
| Glen Eagle Advisors, LLC | 98 | $20.1K | 0.00% | +21+27.3% | Added |
| Ancora Advisors, LLC | 100 | $20.5K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 100 | $20.5K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $20.5K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $20.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $20.5K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 100 | $20.6K | 0.01% | +1+1.0% | Added |
| Centennial Bank | 101 | $20.7K | 0.01% | +101 | New |
| Brown Brothers Harriman & Co | 102 | $20.9K | 0.00% | −35−25.5% | Reduced |
| Hilltop National Bank | 110 | $22.5K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 111 | $22.8K | 0.02% | −90−44.8% | Reduced |