| Motiv8 Investments LLC | 1 | $0 | 0.00% | +1 | New |
| Evermay Wealth Management LLC | 0 | $81 | 0.00% | −670−100.0% | Reduced |
| CGC Financial Services, LLC | 1 | $141 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $142 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1 | $142 | 0.00% | +1 | New |
| Clark Wealth Partners | 2 | $283 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $283 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2 | $283 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2 | $284 | 0.00% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 2 | $284 | 0.00% | +2 | New |
| Activest Wealth Management | 3 | $424 | 0.00% | +1+50.0% | Added |
| Robinswood Financial LLC | 4 | $565 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 4 | $566 | 0.00% | −2−33.3% | Reduced |
| First Horizon Corp | 4 | $566 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $707 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 5 | $707 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $707 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $708 | 0.00% | +3+150.0% | Added |
| Dunhill Financial, LLC | 5 | $749 | 0.00% | +2+66.7% | Added |
| Aspect Partners, LLC | 6 | $849 | 0.00% | +6 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $854 | 0.00% | +5 | New |
| American National Bank | 7 | $990 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 7 | $990 | 0.00% | +7 | New |
| Foster Dykema Cabot & Partners, LLC | 7 | $993 | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 8 | $1.13K | 0.00% | +7+700.0% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $1.27K | 0.00% | +5+125.0% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $1.28K | 0.00% | +3+50.0% | Added |
| Abound Wealth Management | 10 | $1.36K | 0.00% | +10 | New |
| MTM Investment Management, LLC | 10 | $1.41K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 9 | $1.42K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 10 | $1.45K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 11 | $1.56K | 0.00% | +11 | New |
| RMG Wealth Management LLC | 10 | $1.82K | 0.00% | +10 | New |
| Wealth Watch Advisors, INC | 13 | $1.84K | 0.00% | −7−35.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 12 | $1.98K | 0.00% | +12 | New |
| Avion Wealth | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 12 | $2.00K | 0.00% | +12 | New |
| ZRC Wealth Management, LLC | 15 | $2.12K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 15 | $2.12K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 16 | $2.26K | 0.00% | −255−94.1% | Reduced |
| Ninety One UK Ltd | 16 | $2.26K | 0.00% | +16 | New |
| Johnson Financial Group, Inc. | 16 | $2.27K | 0.00% | −18−52.9% | Reduced |
| Bare Financial Services, Inc | 18 | $2.55K | 0.00% | +11+157.1% | Added |
| IMG Wealth Management, Inc. | 18 | $2.55K | 0.00% | +18 | New |
| Dorato Capital Management | 15 | $2.66K | 0.00% | +15 | New |
| Commonwealth Retirement Investments LLC | 20 | $2.83K | 0.00% | +20 | New |
| Clayton Financial Group LLC | 20 | $2.83K | 0.00% | +20 | New |
| Hilton Head Capital Partners, LLC | 20 | $2.83K | 0.00% | +20 | New |
| Transamerica Financial Advisors, Inc. | 20 | $2.84K | 0.00% | +12+150.0% | Added |
| Ankerstar Wealth, LLC | 20 | $2.84K | 0.00% | +20 | New |
| Retirement Wealth Solutions LLC | 21 | $2.97K | 0.00% | +3+16.7% | Added |
| Groesbeck Investment Management Corp | 20 | $3.00K | 0.01% | +20 | New |
| S&T Bank | 22 | $3.11K | 0.00% | −15−40.5% | Reduced |
| Financial Consulate, Inc | 22 | $3.11K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 24 | $3.40K | 0.00% | +24 | New |
| Howard Hughes Medical Institute | 25 | $3.54K | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 25 | $3.54K | 0.00% | +25 | New |
| Laurel Wealth Advisors LLC | 25 | $3.54K | 0.00% | +25 | New |
| CDKV Holdings LLC | 25 | $3.54K | 0.00% | +25 | New |
| Caitlin John, LLC | 26 | $3.68K | 0.00% | −74−74.0% | Reduced |
| WPG Advisers, LLC | 26 | $3.68K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 26 | $3.69K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $3.82K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 28 | $3.91K | 0.00% | −25−47.2% | Reduced |
| IAG Wealth Partners, LLC | 28 | $3.96K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 28 | $3.96K | 0.00% | +6+27.3% | Added |
| Ritter Daniher Financial Advisory LLC | 28 | $3.96K | 0.00% | +28 | New |
| Ogorek Anthony Joseph | 33 | $4.00K | 0.00% | +33 | New |
| JFS Wealth Advisors, LLC | 29 | $4.11K | 0.00% | +28+2,800.0% | Added |
| DT Investment Partners, LLC | 30 | $4.24K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 30 | $4.24K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 31 | $4.38K | 0.00% | +14+82.4% | Added |
| South State Corp. | 32 | $4.53K | 0.00% | +5+18.5% | Added |
| Fortitude Family Office, LLC | 35 | $4.95K | 0.00% | +14+66.7% | Added |
| Coston, McIsaac & Partners | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 36 | $5.09K | 0.01% | +36 | New |
| Financial Management Professionals, Inc. | 36 | $5.10K | 0.00% | +18+100.0% | Added |
| Keating Financial Advisory Services, Inc. | 38 | $5.38K | 0.00% | +38 | New |
| Sawyer & Company, Inc | 40 | $5.66K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 41 | $5.80K | 0.00% | +22+115.8% | Added |
| Wealth Preservation Advisors, LLC | 42 | $5.94K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 43 | $6.08K | 0.00% | +43 | New |
| Millstone Evans Group, LLC | 44 | $6.22K | 0.00% | −120−73.2% | Reduced |
| Ares Financial Consulting, LLC | 45 | $6.37K | 0.01% | +45 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 49 | $6.93K | 0.00% | +49 | New |
| Colonial Trust Co | 49 | $6.93K | 0.00% | −17−25.8% | Reduced |
| Oakworth Capital, Inc. | 49 | $6.93K | 0.00% | +49 | New |
| SJS Investment Consulting Inc. | 52 | $7.36K | 0.00% | +50+2,500.0% | Added |
| Winch Advisory Services, LLC | 52 | $7.37K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 53 | $7.50K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 53 | $7.50K | 0.00% | +53 | New |
| Meeder Asset Management Inc | 57 | $8.06K | 0.00% | +57 | New |
| Golden State Wealth Management, LLC | 59 | $8.35K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 59 | $8.40K | 0.01% | −156−72.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 60 | $8.49K | 0.00% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 60 | $8.49K | 0.00% | +60 | New |
| Legacy Bridge, LLC | 61 | $8.63K | 0.00% | +61 | New |
| Fideuram Asset Management (Ireland) dac | 101 | $9.01K | 0.00% | +101 | New |