| Ogorek Anthony Joseph | 8 | $0 | 0.00% | +8 | New |
| MJT & Associates Financial Advisory Group, Inc. | 1 | $7 | 0.00% | +1 | New |
| Concord Wealth Partners | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1 | $72 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $72 | 0.00% | +1 | New |
| Addison Advisors LLC | 1 | $73 | 0.00% | +1 | New |
| Legacy Wealth Managment, LLC | 1 | $73 | 0.00% | +1 | New |
| Colonial Trust Co | 2 | $124 | 0.00% | −313−99.4% | Reduced |
| Private Wealth Asset Management, LLC | 2 | $144 | 0.00% | +2 | New |
| Logan Capital Management Inc | 3 | $217 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3 | $217 | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 3 | $217 | 0.00% | +3 | New |
| Activest Wealth Management | 4 | $289 | 0.00% | −87−95.6% | Reduced |
| Sierra Ocean, LLC | 4 | $289 | 0.00% | −13−76.5% | Reduced |
| Cranbrook Wealth Management, LLC | 4 | $289 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 4 | $289 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $291 | 0.00% | −7−63.6% | Reduced |
| American National Bank | 4 | $305 | 0.00% | +4 | New |
| Bear Mountain Capital, Inc. | 4 | $345 | 0.00% | +4 | New |
| First Command Advisory Services, Inc. | 5 | $361 | 0.00% | +5 | New |
| CBIZ Investment Advisory Services, LLC | 5 | $361 | 0.00% | +5 | New |
| TD Capital Management LLC | 6 | $433 | 0.00% | +6 | New |
| Aspect Partners, LLC | 6 | $434 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $434 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 6 | $434 | 0.00% | +6 | New |
| Umb Bank N A | 7 | $505 | 0.00% | −456−98.5% | Reduced |
| BankPlus Trust Department | 7 | $505 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 7 | $505 | 0.00% | +2+40.0% | Added |
| Caitong International Asset Management Co., Ltd | 8 | $578 | 0.00% | −14−63.6% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $722 | 0.00% | −73,140−100.0% | Reduced |
| Financial Management Professionals, Inc. | 10 | $722 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $722 | 0.00% | +10 | New |
| SWAN Capital LLC | 14 | $1.01K | 0.00% | +14 | New |
| WealthTrak Capital Management LLC | 15 | $1.08K | 0.00% | +8+114.3% | Added |
| Garde Capital, Inc. | 15 | $1.08K | 0.00% | +15 | New |
| Medallion Wealth Advisors, LLC | 15 | $1.13K | 0.00% | −14−48.3% | Reduced |
| Cromwell Holdings LLC | 16 | $1.16K | 0.00% | +16 | New |
| Halbert Hargrove Global Advisors, LLC | 16 | $1.16K | 0.00% | +16 | New |
| Global Financial Private Client, LLC | 18 | $1.30K | 0.00% | +9+100.0% | Added |
| DB Fitzpatrick & Co, Inc | 18 | $1.30K | 0.00% | +18 | New |
| Marshall & Sterling Wealth Advisors Inc. | 20 | $1.45K | 0.00% | −5−20.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 21 | $1.52K | 0.00% | −718−97.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $1.66K | 0.00% | −11−32.4% | Reduced |
| Salem Investment Counselors Inc | 23 | $1.66K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 23 | $1.73K | 0.00% | +23 | New |
| Marshall Investment Management, LLC | 24 | $1.73K | 0.00% | +24 | New |
| Barrett & Company, Inc. | 25 | $1.80K | 0.00% | +25 | New |
| Pin Oak Investment Advisors Inc | 26 | $2.00K | 0.00% | +26 | New |
| Pineridge Advisors LLC | 29 | $2.09K | 0.00% | +29 | New |
| DiNuzzo Private Wealth, Inc. | 30 | $2.17K | 0.00% | −3−9.1% | Reduced |
| Investors Research Corp | 30 | $2.17K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 30 | $2.17K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 32 | $2.31K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 33 | $2.38K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 36 | $2.57K | 0.00% | −11−23.4% | Reduced |
| NBT Bank N A | 40 | $2.89K | 0.00% | +40 | New |
| Stone House Investment Management, LLC | 40 | $2.89K | 0.00% | +40 | New |
| Winthrop Capital Management, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 43 | $3.10K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 45 | $3.25K | 0.00% | −5−10.0% | Reduced |
| Quent Capital, LLC | 47 | $3.39K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 46 | $3.59K | 0.00% | +16+53.3% | Added |
| DT Investment Partners, LLC | 50 | $3.61K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 50 | $3.61K | 0.00% | +50 | New |
| Kennebec Savings Bank | 52 | $3.75K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $3.75K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 53 | $3.83K | 0.00% | +40+307.7% | Added |
| UMA Financial Services, Inc. | 54 | $3.88K | 0.00% | +39+260.0% | Added |
| CX Institutional | 51 | $4.00K | 0.00% | +51 | New |
| Center for Financial Planning, Inc. | 65 | $4.69K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 65 | $4.69K | 0.00% | +65 | New |
| NewSquare Capital LLC | 65 | $4.70K | 0.00% | +65 | New |
| IAG Wealth Partners, LLC | 67 | $4.84K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 69 | $4.98K | 0.00% | +69 | New |
| Bessemer Group Inc | 75 | $5.00K | 0.00% | −5−6.3% | Reduced |
| Vermillion Wealth Management, Inc. | 70 | $5.05K | 0.00% | +30+75.0% | Added |
| Kestra Investment Management, LLC | 74 | $5.34K | 0.00% | −16,086−99.5% | Reduced |
| FSA Wealth Management LLC | 83 | $5.99K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 79 | $6.00K | 0.00% | +3+3.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 84 | $6.08K | 0.00% | +84 | New |
| Atlantic Trust, LLC | 92 | $6.64K | 0.00% | +92 | New |
| MV Capital Management, Inc. | 97 | $7.00K | 0.00% | +20+26.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $7.22K | 0.00% | −200−66.7% | Reduced |
| Anchor Investment Management, LLC | 100 | $7.22K | 0.00% | −100−50.0% | Reduced |
| Toth Financial Advisory Corp | 100 | $7.22K | 0.00% | +100 | New |
| Signature Resources Capital Management, LLC | 100 | $7.22K | 0.01% | +100 | New |
| Quest 10 Wealth Builders, Inc. | 105 | $7.58K | 0.01% | +105 | New |
| JFS Wealth Advisors, LLC | 106 | $7.65K | 0.00% | −27−20.3% | Reduced |
| REAP Financial Group, LLC | 118 | $8.53K | 0.00% | +3+2.6% | Added |
| Hemington Wealth Management | 132 | $9.00K | 0.00% | +16+13.8% | Added |
| Rosenberg Matthew Hamilton | 127 | $9.17K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 135 | $9.75K | 0.01% | +3+2.3% | Added |
| Princeton Global Asset Management LLC | 135 | $9.75K | 0.00% | +135 | New |
| SJS Investment Consulting Inc. | 137 | $9.89K | 0.00% | +4+3.0% | Added |
| Saudi Central Bank | 140 | $10.1K | 0.05% | +140 | New |
| Lummis Asset Management, LP | 142 | $10.3K | 0.01% | +30+26.8% | Added |
| Red Tortoise LLC | 147 | $10.6K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 150 | $10.8K | 0.04% | +150 | New |
| Tortoise Investment Management, LLC | 150 | $10.8K | 0.00% | +50+50.0% | Added |
