| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1 | $180 | 0.00% | +1 | New |
| Traub Capital Management LLC | 1 | $181 | 0.00% | +1 | New |
| Rise Advisors, LLC | 2 | $278 | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 2 | $345 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $345 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3 | $464 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $497 | 0.00% | +2 | New |
| Proathlete Wealth Management LLC | 3 | $516 | 0.00% | +3 | New |
| Horizon Investments, LLC | 3 | $517 | 0.00% | −23−88.5% | Reduced |
| Kozak & Associates, Inc. | 4 | $622 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $690 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 5 | $861 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $861 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5 | $861 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 5 | $861 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 5 | $861 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $862 | 0.00% | 00.0% | Unchanged |
| CX Institutional | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $1.03K | 0.00% | +6 | New |
| Creative Financial Designs Inc | 8 | $1.38K | 0.00% | −20−71.4% | Reduced |
| Perritt Capital Management Inc | 8 | $1.38K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8 | $1.38K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 8 | $1.38K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 9 | $1.55K | 0.00% | +9 | New |
| Tradewinds Capital Management, LLC | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 10 | $1.75K | 0.00% | −18−64.3% | Reduced |
| Motco | 10 | $1.79K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 12 | $2.06K | 0.00% | +12 | New |
| Wealth Preservation Advisors, LLC | 12 | $2.07K | 0.00% | +12 | New |
| Legacy Wealth Managment, LLC | 13 | $2.24K | 0.00% | −4−23.5% | Reduced |
| MCF Advisors LLC | 13 | $2.24K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 13 | $2.24K | 0.00% | +13 | New |
| Rossby Financial, LCC | 14 | $2.41K | 0.00% | −14−50.0% | Reduced |
| HighMark Wealth Management LLC | 14 | $2.43K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $2.58K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 16 | $2.76K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 16 | $2.76K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 16 | $2.76K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 17 | $2.85K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 18 | $3.10K | 0.00% | +18 | New |
| WPG Advisers, LLC | 20 | $3.44K | 0.00% | −6−23.1% | Reduced |
| Country Trust Bank | 20 | $3.44K | 0.00% | +20 | New |
| Larson Financial Group LLC | 24 | $4.13K | 0.00% | −12−33.3% | Reduced |
| Glen Eagle Advisors, LLC | 25 | $4.29K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 25 | $4.31K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 26 | $4.48K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 26 | $4.48K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | $4.65K | 0.00% | +27 | New |
| Morton Brown Family Wealth, LLC | 28 | $4.82K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 30 | $5.17K | 0.00% | +30 | New |
| Field & Main Bank | 35 | $6.03K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 35 | $6.03K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 36 | $6.20K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 37 | $6.37K | 0.00% | −60−61.9% | Reduced |
| Creative Capital Management Investments LLC | 39 | $6.72K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 41 | $7.00K | 0.00% | +5+13.9% | Added |
| Bare Financial Services, Inc | 41 | $7.06K | 0.00% | +29+241.7% | Added |
| Caitong International Asset Management Co., Ltd | 45 | $7.75K | 0.01% | −227−83.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 49 | $8.44K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 49 | $8.44K | 0.00% | +49 | New |
| Medallion Wealth Advisors, LLC | 50 | $8.58K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $8.61K | 0.00% | −14−21.9% | Reduced |
| FSA Wealth Management LLC | 50 | $8.61K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 50 | $8.61K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $8.61K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 50 | $8.61K | 0.00% | +26+108.3% | Added |
| Brown Brothers Harriman & Co | 51 | $8.79K | 0.00% | −249−83.0% | Reduced |
| Nemes Rush Group LLC | 51 | $8.87K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 53 | $9.13K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 58 | $9.99K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 61 | $10.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 75 | $12.9K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 75 | $12.9K | 0.01% | +34+82.9% | Added |
| Union Bancaire Privee, UBP SA | 74 | $13.0K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 77 | $13.3K | 0.01% | +76+7,600.0% | Added |
| Retirement Wealth Solutions LLC | 79 | $13.6K | 0.01% | −11−12.2% | Reduced |
| Federated Hermes, Inc. | 85 | $14.6K | 0.00% | −8−8.6% | Reduced |
| Accent Capital Management, LLC | 85 | $14.6K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 86 | $14.8K | 0.01% | +24+38.7% | Added |
| CVA Family Office, LLC | 87 | $15.0K | 0.00% | +2+2.4% | Added |
| Albion Financial Group | 89 | $15.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 95 | $16.4K | 0.00% | −3,603−97.4% | Reduced |
| Cornerstone Planning Group LLC | 92 | $16.7K | 0.00% | +9+10.8% | Added |
| City State Bank | 100 | $17.2K | 0.01% | −1,000−90.9% | Reduced |
| Lowe Wealth Advisors, LLC | 100 | $17.2K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 100 | $17.2K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $17.2K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $17.2K | 0.00% | +100 | New |
| AdvisorNet Financial, Inc | 101 | $17.4K | 0.00% | −63−38.4% | Reduced |
| Compass Planning Associates Inc | 103 | $17.7K | 0.02% | +2+2.0% | Added |
| Clarity Asset Management, Inc. | 103 | $17.8K | 0.01% | +1+1.0% | Added |
| UMA Financial Services, Inc. | 104 | $17.9K | 0.00% | +59+131.1% | Added |
| McIlrath & Eck, LLC | 108 | $18.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 110 | $18.9K | 0.00% | −20−15.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 111 | $19.1K | 0.01% | −16−12.6% | Reduced |