| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1 | $177 | 0.00% | +1 | New |
| Rise Advisors, LLC | 2 | $281 | 0.00% | −239−99.2% | Reduced |
| Kessler Investment Group, LLC | 2 | $353 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $353 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2 | $353 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $354 | 0.00% | −19−90.5% | Reduced |
| Colonial Trust Advisors | 3 | $476 | 0.00% | +3 | New |
| Kozak & Associates, Inc. | 4 | $628 | 0.00% | +4 | New |
| TFC Financial Management | 4 | $707 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 5 | $883 | 0.00% | −45−90.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $883 | 0.00% | −28−84.8% | Reduced |
| WealthCollab, LLC | 5 | $883 | 0.00% | −24−82.8% | Reduced |
| MPWM Advisory Solutions, LLC | 5 | $883 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 5 | $883 | 0.00% | +5 | New |
| First Command Advisory Services, Inc. | 5 | $883 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $883 | 0.00% | +5 | New |
| Avion Wealth | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 5 | $1.00K | 0.00% | +5 | New |
| ORG Partners LLC | 6 | $1.05K | 0.00% | +6 | New |
| Ruedi Wealth Management, Inc. | 7 | $1.24K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 7 | $1.24K | 0.00% | +7 | New |
| Perritt Capital Management Inc | 8 | $1.41K | 0.00% | +8 | New |
| Evermay Wealth Management LLC | 8 | $1.41K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 8 | $1.41K | 0.00% | 00.0% | Unchanged |
| Motco | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $1.77K | 0.00% | −6−37.5% | Reduced |
| Marshall Investment Management, LLC | 11 | $1.94K | 0.00% | +11 | New |
| Bare Financial Services, Inc | 12 | $2.12K | 0.00% | +12 | New |
| Painted Porch Advisors LLC | 12 | $2.12K | 0.00% | +12 | New |
| MCF Advisors LLC | 13 | $2.29K | 0.00% | −87−87.0% | Reduced |
| DecisionPoint Financial, LLC | 13 | $2.29K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 14 | $2.47K | 0.00% | +1+7.7% | Added |
| PSI Advisors, LLC | 15 | $2.65K | 0.00% | −75−83.3% | Reduced |
| Raffa Wealth Management, LLC | 15 | $2.65K | 0.00% | −8−34.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 15 | $2.65K | 0.00% | +15 | New |
| SWAN Capital LLC | 16 | $2.82K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 16 | $2.82K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 16 | $2.82K | 0.00% | +16 | New |
| LRI Investments, LLC | 17 | $2.92K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 22 | $3.88K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $4.24K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 22 | $4.28K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 25 | $4.34K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 25 | $4.41K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 26 | $4.59K | 0.00% | −52−66.7% | Reduced |
| Orion Capital Management LLC | 26 | $4.59K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 26 | $4.59K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 26 | $4.59K | 0.00% | +26 | New |
| Creative Financial Designs Inc | 28 | $4.94K | 0.00% | +28 | New |
| Morton Brown Family Wealth, LLC | 28 | $4.94K | 0.00% | +28 | New |
| Stone House Investment Management, LLC | 28 | $4.97K | 0.00% | +28 | New |
| Rossby Financial, LCC | 28 | $5.27K | 0.00% | +28 | New |
| Runnymede Capital Advisors, Inc. | 31 | $5.47K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 36 | $6.00K | 0.00% | +36 | New |
| Aventura Private Wealth, LLC | 34 | $6.00K | 0.00% | +34 | New |
| Field & Main Bank | 35 | $6.18K | 0.00% | −50−58.8% | Reduced |
| Toth Financial Advisory Corp | 35 | $6.18K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $6.36K | 0.00% | +31+620.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 36 | $6.56K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 39 | $6.88K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 39 | $6.88K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 41 | $7.24K | 0.01% | +41 | New |
| Vermillion Wealth Management, Inc. | 43 | $7.59K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 45 | $7.94K | 0.00% | −26−36.6% | Reduced |
| Eastern Bank | 45 | $7.94K | 0.00% | +45 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 46 | $8.12K | 0.00% | +46 | New |
| Cape Investment Advisory, Inc. | 49 | $8.65K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 50 | $8.72K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $8.83K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 50 | $8.83K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 50 | $8.83K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 51 | $8.94K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 53 | $9.36K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 57 | $10.1K | 0.00% | +6+11.8% | Added |
| Aspect Partners, LLC | 58 | $10.2K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 59 | $10.4K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 61 | $10.8K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 62 | $10.9K | 0.01% | +9+17.0% | Added |
| Hantz Financial Services, Inc. | 60 | $11.0K | 0.00% | +60 | New |
| Mather Group, LLC. | 63 | $11.1K | 0.00% | −1−1.6% | Reduced |
| Beacon Capital Management, LLC | 64 | $11.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 68 | $12.0K | 0.00% | +9+15.3% | Added |
| Capital A Wealth Management, LLC | 74 | $13.1K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 75 | $13.2K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 74 | $13.3K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 67 | $13.7K | 0.01% | +67 | New |
| Toronto Dominion Bank | 79 | $14.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 83 | $14.7K | 0.00% | +50+151.5% | Added |
| Curio Wealth, LLC | 1 | $15.0K | 0.01% | +1 | New |
| CVA Family Office, LLC | 85 | $15.0K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 85 | $15.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 83 | $15.1K | 0.00% | +3+3.8% | Added |
| SRS Capital Advisors, Inc. | 87 | $15.4K | 0.00% | +7+8.8% | Added |
| Albion Financial Group | 89 | $15.7K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 90 | $15.9K | 0.01% | +20+28.6% | Added |