| PrairieView Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 44 | $0 | 0.00% | +29+193.3% | Added |
| Investment Research & Advisory Group, Inc. | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $50 | 0.00% | −26−92.9% | Reduced |
| Financial Perspectives, Inc | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3 | $78 | 0.00% | −398−99.3% | Reduced |
| Barrett & Company, Inc. | 4 | $89 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $171 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 11 | $245 | 0.00% | +11 | New |
| Crewe Advisors LLC | 12 | $267 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 12 | $267 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 14 | $312 | 0.00% | +14 | New |
| True Wealth Design, LLC | 15 | $334 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $334 | 0.00% | +15 | New |
| City Holding Co | 20 | $444 | 0.00% | −167−89.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 21 | $468 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 27 | $601 | 0.00% | +12+80.0% | Added |
| Perkins Coie Trust Co | 40 | $889 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 29 | $1.00K | 0.00% | +29 | New |
| American National Bank | 45 | $1.00K | 0.00% | −762−94.4% | Reduced |
| Candriam Luxembourg S.C.A. | 90,202 | $1.11K | 0.00% | +29,291+48.1% | Added |
| Global Wealth Strategies & Associates | 50 | $1.11K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 50 | $1.11K | 0.00% | +50 | New |
| Institutional & Family Asset Management, LLC | 51 | $1.13K | 0.00% | −2,768−98.2% | Reduced |
| Cornerstone Planning Group LLC | 52 | $1.16K | 0.00% | +52 | New |
| CNB Bank | 57 | $1.27K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 63 | $1.40K | 0.00% | +63 | New |
| Lee Financial Co | 75 | $1.67K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 76 | $1.69K | 0.08% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 79 | $1.76K | 0.00% | −20−20.2% | Reduced |
| Concord Wealth Partners | 87 | $1.94K | 0.00% | −11,455−99.2% | Reduced |
| Kozak & Associates, Inc. | 100 | $2.18K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $2.22K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $2.22K | 0.00% | +100 | New |
| Legacy Financial Group LLC | 100 | $2.22K | 0.00% | +100 | New |
| Laurel Wealth Advisors LLC | 104 | $2.31K | 0.00% | +104 | New |
| Pathway Financial Advisers, LLC | 113 | $2.51K | 0.00% | +113 | New |
| Toth Financial Advisory Corp | 117 | $2.60K | 0.00% | −7,214−98.4% | Reduced |
| NewSquare Capital LLC | 122 | $2.71K | 0.00% | −43−26.1% | Reduced |
| Washington Trust Co | 122 | $2.71K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 155 | $3.00K | 0.00% | +3+2.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 148 | $3.30K | 0.00% | 00.0% | Unchanged |
| Viking Fund Management LLC | 150 | $3.34K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 161 | $3.58K | 0.00% | +1+0.6% | Added |
| RFP Financial Group LLC | 172 | $3.83K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 179 | $3.98K | 0.00% | −419−70.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 164 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 188 | $4.00K | 0.00% | +188 | New |
| MB, Levis & Associates, LLC | 195 | $4.33K | 0.00% | −195−50.0% | Reduced |
| Timber Creek Capital Management LLC | 200 | $4.45K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 200 | $4.45K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 200 | $4.48K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 205 | $4.56K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 205 | $4.56K | 0.00% | +205 | New |
| Motco | 209 | $4.65K | 0.00% | −215−50.7% | Reduced |
| Operose Advisors LLC | 212 | $4.71K | 0.00% | +160+307.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $4.79K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 239 | $5.00K | 0.00% | −146−37.9% | Reduced |
| Abound Wealth Management | 227 | $5.05K | 0.00% | −17−7.0% | Reduced |
| Salem Investment Counselors Inc | 240 | $5.34K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 247 | $5.49K | 0.00% | +247 | New |
| Quintet Private Bank (Europe) S.A. | 250 | $5.56K | 0.00% | +6+2.5% | Added |
| Salomon & Ludwin, LLC | 269 | $5.98K | 0.00% | +269 | New |
| Glass Jacobson Investment Advisors llc | 272 | $6.05K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 276 | $6.14K | 0.00% | −457−62.3% | Reduced |
| C M Bidwell & Associates Ltd | 286 | $6.36K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 296 | $6.58K | 0.00% | +29+10.9% | Added |
| PSI Advisors, LLC | 302 | $6.71K | 0.00% | +3+1.0% | Added |
| Loomis Sayles & Co L P | 334 | $7.00K | 0.00% | −495−59.7% | Reduced |
| 1832 Asset Management L.P. | 319 | $7.09K | 0.00% | +63+24.6% | Added |
| Financial Avengers, Inc. | 332 | $7.38K | 0.00% | +8+2.5% | Added |
| Carolinas Wealth Consulting LLC | 355 | $7.48K | 0.00% | −31−8.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 350 | $8.00K | 0.00% | +100+40.0% | Added |
| Earnest Partners LLC | 370 | $8.23K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 375 | $8.34K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 378 | $8.41K | 0.00% | −41,614−99.1% | Reduced |
| Manchester Capital Management LLC | 398 | $8.85K | 0.00% | +398 | New |
| Pin Oak Investment Advisors Inc | 424 | $9.00K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 412 | $9.16K | 0.00% | −22−5.1% | Reduced |
| Tradewinds Capital Management, LLC | 414 | $9.21K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 428 | $9.52K | 0.01% | −333−43.8% | Reduced |
| Baker Avenue Asset Management, LP | 436 | $9.70K | 0.00% | +20+4.8% | Added |
| Valley National Advisers Inc | 445 | $10.0K | 0.00% | +55+14.1% | Added |
| ORG Partners LLC | 455 | $10.1K | 0.00% | −1,472−76.4% | Reduced |
| Webster Bank, N. A. | 458 | $10.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 475 | $11.0K | 0.01% | −37−7.2% | Reduced |
| Steward Financial Group LLC | 514 | $11.0K | 0.00% | +13+2.6% | Added |
| AdvisorNet Financial, Inc | 496 | $11.0K | 0.00% | −87−14.9% | Reduced |
| Stephens Consulting, LLC | 497 | $11.1K | 0.00% | −200−28.7% | Reduced |
| Bank of New Hampshire | 500 | $11.1K | 0.00% | −310−38.3% | Reduced |
| Citizens National Bank Trust Department | 500 | $11.1K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 500 | $11.1K | 0.01% | +500 | New |
| Godsey & Gibb Associates | 523 | $11.6K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 525 | $11.7K | 0.00% | −113−17.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 539 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 535 | $12.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 546 | $12.1K | 0.01% | +18+3.4% | Added |
| Centerpoint Advisors, LLC | 572 | $13.0K | 0.01% | −226−28.3% | Reduced |
| GW&K Investment Management, LLC | 570 | $13.0K | 0.00% | +304+114.3% | Added |
| Peoples Bank | 600 | $13.3K | 0.01% | +600 | New |