| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Valued Wealth Advisors LLC | 2 | $173 | 0.00% | −1−33.3% | Reduced |
| America First Investment Advisors, LLC | 6 | $517 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 7 | $603 | 0.00% | −12−63.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $689 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $689 | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 8 | $689 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $861 | 0.00% | +4+66.7% | Added |
| Cedar Mountain Advisors, LLC | 11 | $947 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 11 | $947 | 0.00% | +11 | New |
| MeadowBrook Investment Advisors LLC | 12 | $1.03K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $1.03K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 108,660 | $1.28K | 0.06% | +108,660 | New |
| Tradewinds Capital Management, LLC | 15 | $1.29K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $1.29K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 16 | $1.38K | 0.00% | +16 | New |
| USA Financial Portformulas Corp | 17 | $1.46K | 0.00% | −1,284−98.7% | Reduced |
| Core Alternative Capital | 17 | $1.46K | 0.00% | −161−90.4% | Reduced |
| Creekmur Asset Management LLC | 17 | $1.46K | 0.00% | +17 | New |
| Northwest Capital Management Inc | 23 | $1.98K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 24 | $2.07K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 27 | $2.19K | 0.00% | 00.0% | Unchanged |
| Mma Asset Management LLC | 27 | $2.33K | 0.00% | +27 | New |
| Bradley & Co. Private Wealth Management, LLC | 31 | $2.67K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 33 | $2.88K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 42 | $3.00K | 0.00% | −2,392−98.3% | Reduced |
| Rakuten Securities, Inc. | 37 | $3.19K | 0.00% | +14+60.9% | Added |
| Cherry Tree Wealth Management, LLC | 38 | $3.27K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 39 | $3.36K | 0.00% | +39 | New |
| Dunhill Financial, LLC | 40 | $3.41K | 0.00% | +7+21.2% | Added |
| Institutional & Family Asset Management, LLC | 40 | $3.44K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 44 | $3.79K | 0.00% | −5,432−99.2% | Reduced |
| Planning Capital Management Corp | 44 | $3.79K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 45 | $3.88K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 39 | $4.00K | 0.00% | +13+50.0% | Added |
| Private Wealth Management Group, LLC | 48 | $4.13K | 0.00% | −162−77.1% | Reduced |
| Clear Point Advisors Inc. | 53 | $4.56K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 59 | $5.09K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 61 | $5.25K | 0.00% | +61 | New |
| Thompson Investment Management, Inc. | 68 | $5.86K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 68 | $5.86K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 69 | $5.94K | 0.00% | +69 | New |
| Aspect Partners, LLC | 74 | $6.37K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 75 | $6.46K | 0.00% | +75 | New |
| Kiely Wealth Advisory Group, Inc. | 77 | $6.63K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 80 | $6.92K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 82 | $7.10K | 0.00% | −85−50.9% | Reduced |
| Eagle Bay Advisors LLC | 84 | $7.23K | 0.00% | +30+55.6% | Added |
| General Partner, Inc. | 85 | $7.32K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 86 | $7.41K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 91 | $8.00K | 0.00% | +15+19.7% | Added |
| NewSquare Capital LLC | 93 | $8.01K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 96 | $8.27K | 0.00% | +31+47.7% | Added |
| Hussman Strategic Advisors, Inc. | 100 | $8.61K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 100 | $8.61K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 100 | $8.61K | 0.02% | +100 | New |
| WealthCollab, LLC | 101 | $8.70K | 0.01% | −24−19.2% | Reduced |
| Semmax Financial Advisors Inc. | 100 | $9.24K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 109 | $9.38K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 112 | $9.64K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 113 | $9.74K | 0.00% | +1+0.9% | Added |
| Financial Management Professionals, Inc. | 113 | $10.0K | 0.00% | +7+6.6% | Added |
| Laurel Wealth Advisors LLC | 118 | $10.2K | 0.00% | +118 | New |
| Sofos Investments, Inc. | 124 | $10.7K | 0.00% | +124 | Added |
| Compass Wealth Management LLC | 125 | $10.8K | 0.00% | −78−38.4% | Reduced |
| Baldwin Brothers Inc | 129 | $11.1K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 132 | $11.4K | 0.00% | +132 | New |
| SJS Investment Consulting Inc. | 132 | $11.4K | 0.00% | +120+1,000.0% | Added |
| Pineridge Advisors LLC | 134 | $11.5K | 0.00% | +109+436.0% | Added |
| Optiver Holding B.V. | 146 | $12.6K | 0.00% | +146 | New |
| Cornerstone Planning Group LLC | 145 | $12.8K | 0.00% | −175−54.7% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 150 | $12.9K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 150 | $12.9K | 0.00% | +48+47.1% | Added |
| Scarborough Advisors, LLC | 163 | $14.0K | 0.01% | +20+14.0% | Added |
| Sound Income Strategies, LLC | 164 | $14.1K | 0.00% | −505−75.5% | Reduced |
| Founders Capital Management | 173 | $14.9K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 175 | $15.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 176 | $15.2K | 0.00% | +4+2.3% | Added |
| Washington Trust Advisors, Inc. | 180 | $15.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 180 | $15.5K | 0.00% | −112−38.4% | Reduced |
| Richard W. Paul & Associates, LLC | 181 | $15.6K | 0.01% | −2−1.1% | Reduced |
| ORG Partners LLC | 185 | $15.6K | 0.03% | −1,534−89.2% | Reduced |
| GoalVest Advisory LLC | 182 | $15.7K | 0.01% | −243−57.2% | Reduced |
| GW&K Investment Management, LLC | 189 | $16.0K | 0.00% | +6+3.3% | Added |
| McClarren Financial Advisors, Inc. | 176 | $16.0K | 0.01% | +3+1.7% | Added |
| Chilton Capital Management LLC | 189 | $16.3K | 0.00% | −124−39.6% | Reduced |
| Glen Eagle Advisors, LLC | 190 | $16.4K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 191 | $16.4K | 0.01% | +191 | New |
| Private Ocean, LLC | 196 | $16.9K | 0.00% | +37+23.3% | Added |
| Loomis Sayles & Co L P | 203 | $17.0K | 0.00% | −218−51.8% | Reduced |
| Roble, Belko & Company, Inc | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 199 | $17.1K | 0.00% | +194+3,880.0% | Added |
| Chesapeake Asset Management LLC | 200 | $17.2K | 0.02% | −50−20.0% | Reduced |
| Trust Co | 200 | $17.2K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 200 | $17.2K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 201 | $17.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 204 | $17.6K | 0.00% | −39−16.0% | Reduced |
| Dynamic Wealth Strategies, LLC | 227 | $20.0K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 234 | $20.1K | 0.02% | −20−7.9% | Reduced |