| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 0 | $43 | 0.00% | 0 | New |
| Sandy Spring Bank | 1 | $179 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1 | $179 | 0.00% | +1 | New |
| Kessler Investment Group, LLC | 2 | $357 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $357 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $357 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4 | $714 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $715 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7 | $1.25K | 0.00% | −2−22.2% | Reduced |
| Larson Financial Group LLC | 7 | $1.25K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 7 | $1.25K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 7 | $1.25K | 0.00% | +7 | New |
| Foster Dykema Cabot & Partners, LLC | 7 | $1.25K | 0.00% | +7 | New |
| Evermay Wealth Management LLC | 8 | $1.43K | 0.00% | +8 | New |
| Motco | 10 | $1.79K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $1.79K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 11 | $1.96K | 0.00% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 11 | $1.96K | 0.00% | +11 | New |
| MidAtlantic Capital Management, Inc. | 12 | $2.14K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 13 | $2.24K | 0.00% | +13 | New |
| Legacy Wealth Managment, LLC | 13 | $2.24K | 0.00% | +13 | New |
| Creekmur Asset Management LLC | 13 | $2.32K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 13 | $2.32K | 0.00% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 15 | $2.68K | 0.00% | +15 | New |
| ClariVest Asset Management LLC | 14 | $2.85K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 17 | $2.87K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 23 | $3.00K | 0.00% | +23 | New |
| Princeton Global Asset Management LLC | 19 | $3.39K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 20 | $3.57K | 0.00% | +20 | New |
| ZynergyRetirementPlanningLLC | 22 | $3.93K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 22 | $3.93K | 0.00% | +12+120.0% | Added |
| Raffa Wealth Management, LLC | 23 | $4.11K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 24 | $4.29K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $4.29K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 24 | $4.29K | 0.00% | +24 | New |
| Glen Eagle Advisors, LLC | 24 | $4.34K | 0.00% | −74−75.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 25 | $4.46K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 25 | $4.46K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 28 | $5.02K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 30 | $5.36K | 0.00% | +30 | New |
| Frazier Financial Advisors, LLC | 31 | $5.54K | 0.00% | −48−60.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $5.97K | 0.00% | −3−8.3% | Reduced |
| NBC Securities, Inc. | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 35 | $6.25K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 36 | $6.56K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 38 | $6.79K | 0.01% | −111−74.5% | Reduced |
| Creative Capital Management Investments LLC | 39 | $6.96K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 39 | $6.96K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 41 | $7.32K | 0.00% | +25+156.3% | Added |
| Paladin Wealth, LLC | 42 | $7.50K | 0.01% | +42 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 49 | $8.75K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $8.93K | 0.00% | −75−60.0% | Reduced |
| Missouri Trust & Investment Co | 50 | $8.93K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 50 | $8.93K | 0.00% | +42+525.0% | Added |
| FSA Wealth Management LLC | 50 | $8.93K | 0.00% | +50 | New |
| Laurel Wealth Advisors LLC | 51 | $9.11K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 53 | $9.46K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 55 | $9.82K | 0.00% | +55 | New |
| Aspect Partners, LLC | 58 | $10.4K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 58 | $10.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 59 | $10.4K | 0.00% | +23+63.9% | Added |
| Sound Income Strategies, LLC | 59 | $10.5K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 59 | $10.5K | 0.00% | +59 | New |
| Raleigh Capital Management Inc. | 60 | $10.8K | 0.00% | +20+50.0% | Added |
| Prestige Wealth Management Group LLC | 61 | $10.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 64 | $11.4K | 0.00% | −105−62.1% | Reduced |
| Strengthening Families & Communities, LLC | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 69 | $12.3K | 0.00% | +4+6.2% | Added |
| Reston Wealth Management LLC | 70 | $12.5K | 0.00% | +70 | New |
| Harbor Investment Advisory, LLC | 75 | $13.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 75 | $13.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 75 | $13.4K | 0.00% | +75 | New |
| Toronto Dominion Bank | 79 | $14.1K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 81 | $14.5K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 85 | $15.2K | 0.01% | −95−52.8% | Reduced |
| CVA Family Office, LLC | 85 | $15.2K | 0.00% | −6−6.6% | Reduced |
| Accent Capital Management, LLC | 85 | $15.2K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 87 | $15.5K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 87 | $15.5K | 0.00% | +87 | New |
| PSI Advisors, LLC | 90 | $16.1K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $17.9K | 0.01% | −10−9.1% | Reduced |
| Ancora Advisors, LLC | 100 | $17.9K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 100 | $17.9K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $17.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $17.9K | 0.00% | +100 | New |
| Clarity Asset Management, Inc. | 100 | $17.9K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 101 | $18.0K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 103 | $18.4K | 0.00% | +103 | New |
| Elequin Capital LP | 109 | $19.5K | 0.00% | +22+25.3% | Added |
| Bell Investment Advisors, Inc | 111 | $19.8K | 0.00% | −12−9.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 113 | $20.0K | 0.00% | −16−12.4% | Reduced |
| Oarsman Capital, Inc. | 114 | $20.4K | 0.00% | +114 | New |
| MCF Advisors LLC | 117 | $20.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 117 | $20.9K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 125 | $21.3K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 119 | $21.3K | 0.01% | −1−0.8% | Reduced |