| Marquette Asset Management, LLC | 6 | $1.57K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6 | $1.57K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $1.58K | 0.00% | −787−99.2% | Reduced |
| Cranbrook Wealth Management, LLC | 7 | $1.78K | 0.00% | −45−86.5% | Reduced |
| Halpern Financial, Inc. | 9 | $2.36K | 0.00% | 00.0% | Unchanged |
| Gilfoyle Management LLC | 10 | $2.40K | 12.38% | +10 | New |
| Hanson & Doremus Investment Management | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 15 | $3.93K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 15 | $3.93K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 15 | $3.93K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 15 | $3.93K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 21 | $5.50K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 24 | $6.28K | 0.00% | +24 | New |
| Compass Wealth Management LLC | 24 | $6.28K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $6.54K | 0.00% | −2,500−99.0% | Reduced |
| McClarren Financial Advisors, Inc. | 30 | $7.00K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 27 | $7.07K | 0.00% | −45−62.5% | Reduced |
| First Community Trust NA | 27 | $7.07K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 27 | $7.07K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 30 | $7.85K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 30 | $7.85K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 30 | $7.85K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 30 | $7.85K | 0.01% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 30 | $7.85K | 0.00% | +30 | New |
| Newton One Investments LLC | 30 | $7.85K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 30 | $8.00K | 0.01% | −45−60.0% | Reduced |
| First Personal Financial Services | 32 | $8.48K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 13,959 | $8.78K | 0.04% | +267+2.0% | Added |
| Antonetti Capital Management LLC | 36 | $9.42K | 0.01% | −12−25.0% | Reduced |
| Red Tortoise LLC | 38 | $9.95K | 0.01% | +13+52.0% | Added |
| Bourgeon Capital Management LLC | 38 | $9.95K | 0.00% | +8+26.7% | Added |
| Grayhawk Investment Strategies Inc. | 39 | $10.2K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 42 | $11.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 46 | $12.0K | 0.01% | −34−42.5% | Reduced |
| Centiva Capital, LP | 47 | $12.3K | 0.00% | −5,201−99.1% | Reduced |
| Boyd Watterson Asset Management LLC | 48 | $12.6K | 0.00% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 48 | $12.6K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 57 | $14.9K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 60 | $15.7K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 60 | $15.7K | 0.02% | +60 | New |
| O'Brien Wealth Partners LLC | 60 | $15.7K | 0.00% | +60 | New |
| Chelsea Counsel Co | 60 | $15.7K | 0.01% | −200−76.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 65 | $17.0K | 0.00% | +65 | New |
| Thomas J. Herzfeld Advisors, Inc. | 70 | $18.3K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 73 | $19.0K | 0.01% | −53−42.1% | Reduced |
| Perkins Coie Trust Co | 75 | $19.6K | 0.01% | 00.0% | Unchanged |
| Trust Co | 75 | $19.6K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 77 | $20.2K | 0.01% | −996−92.8% | Reduced |
| Arcadia Investment Advisors LLC | 79 | $20.6K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 80 | $20.9K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 90 | $23.6K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 93 | $24.3K | 0.01% | −57−38.0% | Reduced |
| Coston, McIsaac & Partners | 96 | $25.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $26.2K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $26.2K | 0.02% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 104 | $27.0K | 0.01% | −154,375−99.9% | Reduced |
| Mendota Financial Group, LLC | 115 | $30.1K | 0.03% | +112+3,733.3% | Added |
| Miller Wealth Advisors, LLC | 117 | $30.6K | 0.02% | −99,883−99.9% | Reduced |
| Register Financial Advisors LLC | 117 | $30.6K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 117 | $30.6K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 117 | $30.6K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 123 | $32.2K | 0.02% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 128 | $33.5K | 0.00% | −35−21.5% | Reduced |
| Annapolis Financial Services, LLC | 129 | $33.8K | 0.01% | +123+2,050.0% | Added |
| Kessler Investment Group, LLC | 143 | $37.4K | 0.03% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 15,310 | $39.3K | 0.03% | +15,018+5,143.2% | Added |
| Old Point Trust & Financial Services N A | 150 | $39.3K | 0.02% | +150 | New |
| CoreFirst Bank & Trust | 155 | $40.6K | 0.03% | −76−32.9% | Reduced |
| Credential Qtrade Securities Inc. | 156 | $40.8K | 0.00% | −249−61.5% | Reduced |
| Tfo-TDC, LLC | 158 | $41.4K | 0.01% | +150+1,875.0% | Added |
| Atlantic Trust, LLC | 165 | $43.2K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 168 | $44.0K | 0.04% | 00.0% | Unchanged |
| First PREMIER Bank | 169 | $44.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 171 | $44.8K | 0.02% | +75+78.1% | Added |
| TD Ameritrade Investment Management, LLC | 171 | $45.0K | 0.00% | +23+15.5% | Added |
| Arcadia Investment Management Corp | 180 | $47.1K | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 190 | $49.7K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 195 | $51.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 201 | $52.6K | 0.01% | +3+1.5% | Added |
| Pin Oak Investment Advisors Inc | 205 | $54.0K | 0.06% | +120+141.2% | Added |
| Aspire Private Capital, LLC | 207 | $54.2K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 219 | $57.3K | 0.10% | +47+27.3% | Added |
| AllSquare Wealth Management LLC | 288 | $57.9K | 0.04% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 225 | $58.9K | 0.05% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 226 | $59.3K | 0.05% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 235 | $61.5K | 0.06% | 00.0% | Unchanged |
| Belmont Capital, LLC | 239 | $62.6K | 0.04% | −311−56.5% | Reduced |
| Disciplined Investments, LLC | 242 | $63.3K | 0.03% | −748−75.6% | Reduced |
| Pacifica Partners Inc. | 225 | $63.6K | 0.04% | −25−10.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 248 | $64.9K | 0.07% | +248 | New |
| Core Wealth Advisors, Inc. | 253 | $66.2K | 0.03% | +253 | New |
| Robinswood Financial LLC | 261 | $68.3K | 0.03% | +261 | New |
| Arlington Partners LLC | 265 | $69.4K | 0.01% | −261−49.6% | Reduced |
| Princeton Global Asset Management LLC | 267 | $69.9K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 267 | $70.0K | 0.01% | −130−32.7% | Reduced |
| Piershale Financial Group, Inc. | 270 | $70.7K | 0.05% | 00.0% | Unchanged |
| PayPay Securities Corp | 270 | $70.7K | 4.34% | +20+8.0% | Added |
| Robinson Value Management, Ltd. | 279 | $73.0K | 0.05% | +279 | New |
| KB Financial Partners, LLC | 294 | $77.0K | 0.02% | −155−34.5% | Reduced |
| Lowe Wealth Advisors, LLC | 296 | $77.5K | 0.04% | −1−0.3% | Reduced |