| Arcadia Investment Advisors LLC | 3 | $112 | 0.00% | +3 | New |
| Kessler Investment Group, LLC | 4 | $149 | 0.00% | −17,174−100.0% | Reduced |
| First Command Advisory Services, Inc. | 4 | $149 | 0.00% | −146−97.3% | Reduced |
| Delos Wealth Advisors, LLC | 20 | $744 | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 25 | $930 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 26 | $967 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 44 | $2.00K | 0.00% | −7−13.7% | Reduced |
| BBJS Financial Advisors, LLC | 77 | $2.85K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $3.00K | 0.00% | −30−23.1% | Reduced |
| Global Wealth Strategies & Associates | 81 | $3.01K | 0.00% | −64−44.1% | Reduced |
| Eukles Asset Management | 82 | $3.05K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 85 | $3.16K | 0.00% | −845−90.9% | Reduced |
| Contravisory Investment Management, Inc. | 87 | $3.24K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 98 | $3.65K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 100 | $3.72K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 100 | $3.72K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 100 | $3.72K | 0.00% | +100 | New |
| Robinswood Financial LLC | 100 | $3.72K | 0.00% | +100 | New |
| Maryland Capital Advisors Inc. | 113 | $4.20K | 0.00% | +113 | New |
| Red Tortoise LLC | 123 | $4.57K | 0.00% | −171−58.2% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 125 | $4.65K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 127 | $4.72K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 145 | $5.00K | 0.00% | −815−84.9% | Reduced |
| Adirondack Retirement Specialists, Inc. | 141 | $5.24K | 0.00% | −3,915−96.5% | Reduced |
| PayPay Securities Corp | 142 | $5.28K | 0.32% | 00.0% | Unchanged |
| General Partner, Inc. | 148 | $5.50K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 152 | $5.65K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 166 | $6.17K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 770 | $6.58K | 0.03% | +51+7.1% | Added |
| Level Financial Advisors, Inc. | 179 | $6.66K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 180 | $6.69K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 190 | $7.07K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 192 | $7.14K | 0.00% | −1,824−90.5% | Reduced |
| Avalon Trust Co | 200 | $7.44K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 200 | $7.44K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 200 | $7.44K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 212 | $7.88K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 250 | $8.00K | 0.01% | −550−68.8% | Reduced |
| RE Dickinson Investment Advisors, LLC | 204 | $8.00K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 217 | $8.07K | 0.00% | +17+8.5% | Added |
| 25 LLC | 241 | $8.35K | 0.00% | +49+25.5% | Added |
| Cedar Mountain Advisors, LLC | 228 | $8.48K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 253 | $9.41K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 280 | $10.4K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 298 | $11.1K | 0.01% | +298 | New |
| Tfo-TDC, LLC | 300 | $11.2K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 313 | $11.7K | 0.01% | −142−31.2% | Reduced |
| Insight Financial Services | 321 | $12.0K | 0.03% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 364 | $13.0K | 0.01% | +2+0.6% | Added |
| HighMark Wealth Management LLC | 361 | $13.4K | 0.01% | +39+12.1% | Added |
| Ritter Daniher Financial Advisory LLC | 365 | $13.6K | 0.01% | +138+60.8% | Added |
| Studio Investment Management LLC | 370 | $13.8K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 375 | $13.9K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 421 | $15.7K | 0.00% | −1,669−79.9% | Reduced |
| Goodman Advisory Group, LLC | 435 | $16.2K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 445 | $16.6K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 509 | $18.9K | 0.02% | −991−66.1% | Reduced |
| Lam Group, Inc. | 525 | $19.5K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 565 | $21.0K | 0.00% | +34+6.4% | Added |
| Stone House Investment Management, LLC | 581 | $21.6K | 0.01% | +10+1.8% | Added |
| Core Wealth Advisors, Inc. | 593 | $22.1K | 0.01% | −4,627−88.6% | Reduced |
| Cranbrook Wealth Management, LLC | 600 | $22.3K | 0.01% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 606 | $22.5K | 0.01% | +606 | New |
| GoalVest Advisory LLC | 627 | $23.3K | 0.01% | +475+312.5% | Added |
| Stuart Chaussee & Associates, Inc. | 640 | $23.8K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 668 | $25.0K | 0.00% | +668 | New |
| Sanctuary Wealth Management, L.L.C. | 683 | $25.4K | 0.03% | +683 | New |
| Veritas Investment Partners (UK) Ltd. | 690 | $25.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 700 | $26.0K | 0.00% | +200+40.0% | Added |
| Financial Management Professionals, Inc. | 736 | $27.0K | 0.00% | −5,566−88.3% | Reduced |
| Avion Wealth | 752 | $27.0K | 0.01% | +508+208.2% | Added |
| Hoese & Co LLP | 764 | $28.4K | 0.03% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 795 | $29.6K | 0.01% | +43+5.7% | Added |
| Lansing Street Advisors | 816 | $30.3K | 0.02% | −15−1.8% | Reduced |
| Kozak & Associates, Inc. | 840 | $31.3K | 0.01% | −72−7.9% | Reduced |
| Ogorek Anthony Joseph | 881 | $32.0K | 0.01% | −629−41.7% | Reduced |
| Westport Asset Management Inc | 862 | $32.1K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 870 | $32.4K | 0.02% | +870 | New |
| Cherry Tree Wealth Management, LLC | 875 | $32.5K | 0.01% | +875 | New |
| Strategic Investment Solutions, Inc. | 899 | $32.7K | 0.01% | −1,313−59.4% | Reduced |
| Fiduciary Alliance LLC | 880 | $32.7K | 0.01% | +880 | New |
| Harvest Fund Management Co., Ltd | 889 | $33.0K | 0.01% | +751+544.2% | Added |
| IAG Wealth Partners, LLC | 938 | $34.9K | 0.01% | −762−44.8% | Reduced |
| Miller Wealth Advisors, LLC | 956 | $35.6K | 0.02% | +956 | New |
| Financial Synergies Wealth Advisors, Inc. | 961 | $35.7K | 0.01% | −257−21.1% | Reduced |
| Clearview Wealth Advisors LLC | 969 | $36.1K | 0.04% | +10+1.0% | Added |
| Founders Capital Management | 979 | $36.4K | 0.03% | +300+44.2% | Added |
| Brown Shipley& Co Ltd | 1,014 | $37.7K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,047 | $38.9K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,060 | $39.4K | 0.01% | +2+0.2% | Added |
| Global Trust Asset Management, LLC | 1,068 | $39.7K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,079 | $40.0K | 0.03% | +18+1.7% | Added |
| Northwest Bank & Trust Co | 1,100 | $40.9K | 0.04% | +1,100 | New |
| Cassady Schiller Wealth Management, LLC | 1,118 | $41.6K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,160 | $43.1K | 0.01% | −1,188−50.6% | Reduced |
| Erste Asset Management GmbH | 1,162 | $43.2K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,165 | $43.3K | 0.00% | −2,120−64.5% | Reduced |
| Paladin Advisory Group, LLC | 1,177 | $43.8K | 0.04% | 00.0% | Unchanged |
