| Toronto Dominion Bank | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1 | $42 | 0.00% | +1 | New |
| Coppell Advisory Solutions LLC | 2 | $69 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2 | $70 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 3 | $104 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4 | $124 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $124 | 0.00% | +4 | New |
| Sachetta, LLC | 7 | $242 | 0.00% | +7 | New |
| Laurel Wealth Advisors LLC | 8 | $277 | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 8 | $277 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $311 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 10 | $346 | 0.00% | −3−23.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 10 | $346 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $380 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 13 | $449 | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $484 | 0.00% | +14 | New |
| Grove Bank & Trust | 16 | $553 | 0.00% | −4−20.0% | Reduced |
| JNBA Financial Advisors | 16 | $553 | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 17 | $592 | 0.00% | +17 | New |
| Prestige Wealth Management Group LLC | 19 | $657 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $691 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 24 | $742 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 | $760 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 24 | $829 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $830 | 0.00% | −1−4.0% | Reduced |
| Boyd Watterson Asset Management LLC | 26 | $898 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 26 | $899 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 28 | $967 | 0.00% | +28 | New |
| MidAtlantic Capital Management, Inc. | 28 | $967 | 0.00% | +28 | New |
| BOK Financial Private Wealth, Inc. | 28 | $968 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 43 | $1.00K | 0.00% | −42−49.4% | Reduced |
| Avion Wealth | 33 | $1.00K | 0.00% | −32−49.2% | Reduced |
| Frazier Financial Advisors, LLC | 31 | $1.07K | 0.00% | +31 | New |
| Key Financial Inc | 32 | $1.11K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $1.14K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 34 | $1.18K | 0.00% | +34 | New |
| New Millennium Group LLC | 35 | $1.21K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 36 | $1.26K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 40 | $1.38K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 40 | $1.38K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 48 | $1.66K | 0.00% | −40−45.5% | Reduced |
| Harbour Investments, Inc. | 48 | $1.66K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 40 | $1.72K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 50 | $1.73K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 50 | $1.73K | 0.00% | +50 | New |
| Householder Group Estate & Retirement Specialist, LLC | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 64 | $2.21K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $2.25K | 0.00% | −5−7.1% | Reduced |
| Assetmark, Inc | 68 | $2.35K | 0.00% | +39+134.5% | Added |
| JFS Wealth Advisors, LLC | 72 | $2.49K | 0.00% | +8+12.5% | Added |
| Sunbelt Securities, Inc. | 75 | $2.59K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 75 | $2.59K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 80 | $2.76K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 80 | $2.76K | 0.00% | 00.0% | Unchanged |
| Motco | 80 | $2.76K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 72 | $2.86K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 87 | $3.01K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 86 | $3.02K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 89 | $3.08K | 0.00% | −52−36.9% | Reduced |
| Smartleaf Asset Management LLC | 130 | $3.20K | 0.00% | +130 | New |
| Global Retirement Partners, LLC | 104 | $3.55K | 0.00% | +21+25.3% | Added |
| Security National Bank | 109 | $3.77K | 0.00% | +109 | New |
| Addison Advisors LLC | 120 | $4.15K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 130 | $4.49K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 132 | $4.56K | 0.00% | +132 | New |
| Glassman Wealth Services | 135 | $4.66K | 0.00% | +22+19.5% | Added |
| Bogart Wealth, LLC | 140 | $4.84K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 140 | $4.84K | 0.00% | +21+17.6% | Added |
| Capital Advisors, Ltd. LLC | 148 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 136 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 151 | $5.22K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 153 | $5.29K | 0.00% | +153 | New |
| Arcadia Investment Management Corp | 154 | $5.32K | 0.00% | −32−17.2% | Reduced |
| Allworth Financial LP | 154 | $5.32K | 0.00% | +42+37.5% | Added |
| Blume Capital Management, Inc. | 160 | $5.53K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 166 | $5.74K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 170 | $5.87K | 0.00% | −70−29.2% | Reduced |
| Pinnacle Bancorp, Inc. | 170 | $5.87K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 176 | $6.08K | 0.00% | −15−7.9% | Reduced |
| Hexagon Capital Partners LLC | 179 | $6.18K | 0.00% | −12−6.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 180 | $6.22K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 193 | $6.67K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 195 | $6.74K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 196 | $6.77K | 0.01% | −14−6.7% | Reduced |
| First Horizon Advisors, Inc. | 199 | $6.88K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 178 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 210 | $7.26K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 210 | $7.26K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 213 | $7.36K | 0.01% | +213 | New |
| Fairfield, Bush & Co. | 220 | $7.60K | 0.00% | +220 | New |
| Harbor Investment Advisory, LLC | 240 | $8.29K | 0.00% | −30−11.1% | Reduced |
| Bell Investment Advisors, Inc | 244 | $8.43K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 245 | $8.46K | 0.01% | +245 | New |
| CNB Bank | 250 | $8.64K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 276 | $9.54K | 0.00% | +56+25.5% | Added |
| Farther Finance Advisors, LLC | 285 | $9.85K | 0.00% | +90+46.2% | Added |
| Private Trust Co NA | 287 | $9.92K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 326 | $11.0K | 0.00% | −38−10.4% | Reduced |