| Meeder Asset Management Inc | 1 | $14 | 0.00% | −22,332−100.0% | Reduced |
| Highline Wealth Partners LLC | 1 | $14 | 0.00% | +1 | New |
| Curio Wealth, LLC | 3 | $42 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 5 | $70 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 7 | $98 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $127 | 0.00% | −1−10.0% | Reduced |
| Vanguard Advisers Inc | 9 | $134 | 0.00% | +9 | New |
| Retirement Wealth Solutions LLC | 10 | $141 | 0.00% | −115−92.0% | Reduced |
| American Capital Advisory, LLC | 11 | $155 | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 13 | $187 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $195 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 14 | $197 | 0.00% | +14 | New |
| Portus Wealth Advisors, LLC | 15 | $211 | 0.00% | +15 | New |
| Monetary Solutions, Ltd | 16 | $225 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 16 | $225 | 0.00% | +16 | New |
| IMA Wealth, Inc. | 17 | $239 | 0.00% | +17 | New |
| MidFirst Bank | 17 | $240 | 0.00% | +17 | New |
| TFC Financial Management | 18 | $254 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 18 | $254 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 19 | $268 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 23 | $332 | 0.00% | +23 | New |
| Oakworth Capital, Inc. | 28 | $395 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 28 | $395 | 0.00% | +28 | New |
| WestEnd Advisors, LLC | 31 | $437 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 31 | $437 | 0.00% | +31 | New |
| McGuire Capital Advisors Inc | 32 | $451 | 0.00% | −35−52.2% | Reduced |
| Clark Wealth Partners | 33 | $465 | 0.00% | −155−82.4% | Reduced |
| Activest Wealth Management | 33 | $465 | 0.00% | +23+230.0% | Added |
| Raffa Wealth Management, LLC | 34 | $479 | 0.00% | +8+30.8% | Added |
| GHP Investment Advisors, Inc. | 37 | $522 | 0.00% | +37 | New |
| Cornerstone Planning Group LLC | 37 | $532 | 0.00% | +4+12.1% | Added |
| Wolff Wiese Magana LLC | 40 | $564 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 42 | $591 | 0.00% | −136−76.4% | Reduced |
| Anfield Capital Management, LLC | 43 | $606 | 0.00% | +43 | New |
| American National Bank | 45 | $634 | 0.00% | −684−93.8% | Reduced |
| Vermillion Wealth Management, Inc. | 49 | $690 | 0.00% | +49 | New |
| Principia Wealth Advisory, LLC | 56 | $789 | 0.00% | +33+143.5% | Added |
| SWAN Capital LLC | 66 | $928 | 0.00% | +66 | New |
| Dunhill Financial, LLC | 69 | $983 | 0.00% | +30+76.9% | Added |
| Avion Wealth | 101 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 74 | $1.04K | 0.00% | +10+15.6% | Added |
| Westside Investment Management, Inc. | 75 | $1.06K | 0.00% | −500−87.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 75 | $1.06K | 0.00% | +75 | New |
| NBT Bank N A | 78 | $1.10K | 0.00% | +78 | New |
| SJS Investment Consulting Inc. | 78 | $1.10K | 0.00% | +14+21.9% | Added |
| Essential Partners LLC | 79 | $1.11K | 0.00% | +47+146.9% | Added |
| Bay Harbor Wealth Management, LLC | 81 | $1.14K | 0.00% | +36+80.0% | Added |
| Ankerstar Wealth, LLC | 83 | $1.17K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 84 | $1.19K | 0.00% | +28+50.0% | Added |
| Burk Holdings LLC | 87 | $1.23K | 0.00% | +87 | New |
| Anchor Investment Management, LLC | 90 | $1.27K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 92 | $1.30K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 94 | $1.32K | 0.00% | +82+683.3% | Added |
| Paladin Partners, LLC | 100 | $1.41K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 109 | $1.54K | 0.00% | −113−50.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 109 | $1.54K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 121 | $1.71K | 0.00% | +12+11.0% | Added |
| Cornerstone Financial Management LLC | 125 | $1.76K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 125 | $1.76K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 127 | $1.79K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | −200−50.0% | Reduced |
| Smithfield Trust Co | 162 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 144 | $2.03K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 171 | $2.41K | 0.00% | +1+0.6% | Added |
| True Wealth Design, LLC | 175 | $2.47K | 0.00% | +50+40.0% | Added |
| Kilter Group LLC | 190 | $2.68K | 0.00% | −2−1.0% | Reduced |
| United Financial Planning Group LLC | 191 | $2.69K | 0.00% | +191 | New |
| Atlantic Union Bankshares Corp | 200 | $2.82K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 203 | $2.86K | 0.00% | +1+0.5% | Added |
| Synergy Investment Management, LLC | 204 | $2.87K | 0.00% | +204 | New |
| South State Corp. | 209 | $2.94K | 0.00% | −30−12.6% | Reduced |
| Arlington Trust Co LLC | 222 | $3.13K | 0.00% | +222 | New |
| Abound Wealth Management | 224 | $3.16K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 248 | $3.49K | 0.00% | +248 | New |
| MV Capital Management, Inc. | 284 | $4.00K | 0.00% | −1−0.4% | Reduced |
| JFS Wealth Advisors, LLC | 301 | $4.24K | 0.00% | +11+3.8% | Added |
| Ares Financial Consulting, LLC | 329 | $4.67K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 336 | $4.73K | 0.00% | +336 | New |
| Raleigh Capital Management Inc. | 342 | $4.82K | 0.00% | +342 | New |
| POM Investment Strategies, LLC | 344 | $4.85K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 363 | $5.12K | 0.00% | +279+332.1% | Added |
| Manchester Capital Management LLC | 378 | $5.33K | 0.00% | −189−33.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 384 | $5.41K | 0.00% | +181+89.2% | Added |
| UMA Financial Services, Inc. | 388 | $5.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 392 | $5.52K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 402 | $5.67K | 0.00% | +169+72.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 400 | $5.75K | 0.00% | +400 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 410 | $5.78K | 0.00% | +199+94.3% | Added |
| Truvestments Capital LLC | 432 | $6.09K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 447 | $6.30K | 0.00% | +7+1.6% | Added |
| Sachetta, LLC | 475 | $6.69K | 0.00% | +264+125.1% | Added |
| Prestige Wealth Management Group LLC | 484 | $6.82K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 488 | $6.88K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 500 | $7.04K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 500 | $7.15K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 539 | $7.60K | 0.00% | +30+5.9% | Added |
| Ancora Advisors, LLC | 545 | $7.68K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 555 | $7.82K | 0.00% | +535+2,675.0% | Added |
| Wall Street Financial Group, Inc. | 606 | $8.54K | 0.01% | +606 | New |