| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $262 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $262 | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1 | $262 | 0.00% | +1 | New |
| Cape Investment Advisory, Inc. | 1 | $262 | 0.00% | +1 | New |
| ZRC Wealth Management, LLC | 1 | $265 | 0.00% | +1 | New |
| Pacific Capital Wealth Advisors, Inc | 1 | $274 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2 | $523 | 0.00% | −1,028−99.8% | Reduced |
| Quarry LP | 2 | $523 | 0.00% | −20−90.9% | Reduced |
| Tfo-TDC, LLC | 2 | $523 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 2 | $523 | 0.00% | +1+100.0% | Added |
| Highline Wealth Partners LLC | 3 | $785 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.05K | 0.00% | +1+33.3% | Added |
| Evermay Wealth Management LLC | 5 | $1.26K | 0.00% | −2−28.6% | Reduced |
| MCF Advisors LLC | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 6 | $1.57K | 0.00% | +6 | New |
| Vima LLC | 8 | $1.88K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $2.00K | 0.00% | −492−98.2% | Reduced |
| Asset Dedication, LLC | 9 | $2.00K | 0.00% | −24−72.7% | Reduced |
| Salomon & Ludwin, LLC | 8 | $2.09K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 8 | $2.09K | 0.00% | +8 | New |
| Hallmark Capital Management Inc | 10 | $2.62K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 10 | $2.62K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $2.71K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 11 | $2.88K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 11 | $2.93K | 0.00% | +11 | New |
| Capital Analysts, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 11 | $3.00K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $3.67K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 15 | $3.93K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $3.93K | 0.00% | +10+200.0% | Added |
| Cutler Group LP | 16 | $4.00K | 0.00% | −51−76.1% | Reduced |
| JNBA Financial Advisors | 16 | $4.19K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $4.19K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 17 | $4.45K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 18 | $4.71K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $4.73K | 0.00% | −2−10.0% | Reduced |
| Raffa Wealth Management, LLC | 19 | $4.97K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 20 | $5.23K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 20 | $5.24K | 0.00% | −5−20.0% | Reduced |
| Raleigh Capital Management Inc. | 22 | $5.76K | 0.00% | +12+120.0% | Added |
| Orion Capital Management LLC | 22 | $5.76K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 25 | $6.54K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 25 | $6.54K | 0.00% | +25 | New |
| Grove Bank & Trust | 27 | $7.07K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 27 | $7.17K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 28 | $7.33K | 0.00% | −27−49.1% | Reduced |
| Institutional & Family Asset Management, LLC | 29 | $7.59K | 0.00% | +29 | New |
| State of Wyoming | 30 | $7.85K | 0.00% | −2−6.3% | Reduced |
| Opal Wealth Advisors, LLC | 30 | $7.85K | 0.00% | +30 | New |
| Versant Capital Management, Inc | 31 | $8.11K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 31 | $8.11K | 0.01% | +31 | New |
| American National Bank | 33 | $8.64K | 0.00% | −2,162−98.5% | Reduced |
| Wiser Advisor Group LLC | 33 | $8.76K | 0.01% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 34 | $8.90K | 0.00% | −5−12.8% | Reduced |
| FinTrust Capital Advisors, LLC | 34 | $8.90K | 0.00% | −284−89.3% | Reduced |
| Kelly Financial Services LLC | 37 | $9.68K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 37 | $10.0K | 0.00% | +35+1,750.0% | Added |
| Continuum Advisory, LLC | 40 | $10.8K | 0.00% | +40 | New |
| ORG Partners LLC | 42 | $10.9K | 0.02% | −37−46.8% | Reduced |
| Avion Wealth | 38 | $11.0K | 0.00% | +8+26.7% | Added |
| Financial Management Professionals, Inc. | 45 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 46 | $12.0K | 0.01% | +2+4.5% | Added |
| MV Capital Management, Inc. | 47 | $12.3K | 0.00% | +2+4.4% | Added |
| Laffer Tengler Investments | 48 | $12.6K | 0.00% | +32+200.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 50 | $13.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 57 | $14.9K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 60 | $15.5K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 60 | $15.7K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 60 | $15.7K | 0.00% | −30−33.3% | Reduced |
| Hartford Financial Management Inc. | 60 | $15.7K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 62 | $16.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 63 | $16.5K | 0.01% | +63 | New |
| Godsey & Gibb Associates | 63 | $16.5K | 0.00% | +63 | New |
| Wetzel Investment Advisors, Inc. | 68 | $16.8K | 0.01% | +66+3,300.0% | Added |
| City State Bank | 64 | $17.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 65 | $17.0K | 0.00% | +65 | New |
| Financial Synergies Wealth Advisors, Inc. | 66 | $17.3K | 0.00% | +1+1.5% | Added |
| Bear Mountain Capital, Inc. | 70 | $17.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 67 | $17.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 68 | $17.8K | 0.00% | +68 | New |
| Whittier Trust Co | 69 | $18.1K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 70 | $18.3K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 71 | $18.5K | 0.00% | +19+36.5% | Added |
| LRI Investments, LLC | 71 | $18.6K | 0.00% | +71 | New |
| Zions Bancorporation, N.A. | 73 | $19.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 74 | $19.4K | 0.00% | +58+362.5% | Added |
| Peoples Financial Services Corp. | 76 | $19.9K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 76 | $19.9K | 0.00% | +76 | New |
| Koesten, Hirschmann & Crabtree, INC. | 77 | $20.2K | 0.01% | −77−50.0% | Reduced |
| Liberty One Investment Management, LLC | 78 | $20.4K | 0.00% | +4+5.4% | Added |
| Carmichael Hill & Associates, Inc. | 78 | $20.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 79 | $20.7K | 0.00% | +3+3.9% | Added |
| Semmax Financial Advisors Inc. | 76 | $20.8K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 86 | $22.5K | 0.01% | −499−85.3% | Reduced |
| Atwood & Palmer Inc | 86 | $22.5K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 89 | $23.3K | 0.00% | +89 | New |