| Chesapeake Asset Management LLC | 1 | $219 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 1 | $220 | 0.00% | +1 | New |
| Sugar Maple Asset Management, LLC | 1 | $220 | 0.00% | +1 | New |
| Transce3nd, LLC | 1 | $220 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $220 | 0.00% | +1 | New |
| Kohmann Bosshard Financial Services, LLC | 2 | $440 | 0.00% | +2 | New |
| Activest Wealth Management | 2 | $440 | 0.00% | +2 | New |
| MPWM Advisory Solutions, LLC | 2 | $440 | 0.00% | +2 | New |
| Values First Advisors, Inc. | 2 | $450 | 0.00% | −897−99.8% | Reduced |
| Winnow Wealth LLC | 3 | $456 | 0.00% | +3 | New |
| Hexagon Capital Partners LLC | 2 | $483 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 4 | $843 | 0.00% | −2−33.3% | Reduced |
| 1620 Investment Advisors, Inc. | 4 | $856 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $880 | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $1.10K | 0.00% | −4−44.4% | Reduced |
| Trifecta Capital Advisors, LLC | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $1.32K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 6 | $1.32K | 0.00% | +6 | New |
| Cape Investment Advisory, Inc. | 6 | $1.32K | 0.00% | +6 | New |
| WPG Advisers, LLC | 6 | $1.32K | 0.00% | +6 | New |
| Creative Financial Designs Inc | 7 | $1.54K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $1.54K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 7 | $1.54K | 0.00% | +7 | New |
| Glass Jacobson Investment Advisors llc | 7 | $1.54K | 0.00% | +7 | New |
| Sittner & Nelson, LLC | 8 | $1.76K | 0.00% | +8 | New |
| Clark Wealth Partners | 8 | $1.76K | 0.00% | +8 | New |
| Hazlett, Burt & Watson, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $2.20K | 0.00% | +10 | New |
| Conquis Financial LLC | 11 | $2.44K | 0.00% | +11 | New |
| Cullen/Frost Bankers, Inc. | 12 | $2.64K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 13 | $2.86K | 0.00% | +13 | New |
| Legacy Investment Solutions, LLC | 13 | $2.86K | 0.00% | +13 | New |
| Legacy Wealth Managment, LLC | 13 | $2.86K | 0.00% | +13 | New |
| First Horizon Advisors, Inc. | 14 | $3.08K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $3.08K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 15 | $3.30K | 0.00% | +15 | New |
| Clean Yield Group | 16 | $3.52K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 16 | $3.52K | 0.00% | +2+14.3% | Added |
| Aspect Partners, LLC | 17 | $3.74K | 0.00% | +1+6.3% | Added |
| NewSquare Capital LLC | 17 | $3.74K | 0.00% | +17 | New |
| Abound Wealth Management | 17 | $3.75K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 18 | $3.88K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 18 | $3.96K | 0.00% | −1−5.3% | Reduced |
| Red Tortoise LLC | 19 | $4.18K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 19 | $4.18K | 0.00% | +19 | New |
| Holos Integrated Wealth LLC | 19 | $4.18K | 0.00% | +19 | New |
| MCF Advisors LLC | 19 | $4.18K | 0.00% | +3+18.8% | Added |
| NBT Bank N A | 20 | $4.40K | 0.00% | −36−64.3% | Reduced |
| HGK Asset Management Inc | 20 | $4.40K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 21 | $4.62K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 22 | $4.84K | 0.00% | +7+46.7% | Added |
| Golden State Wealth Management, LLC | 22 | $4.96K | 0.00% | +22 | New |
| Cornerstone Planning Group LLC | 24 | $5.29K | 0.00% | +2+9.1% | Added |
| Copia Wealth Management | 25 | $5.50K | 0.01% | +25 | New |
| MRP Capital Investments, LLC | 25 | $5.50K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $5.64K | 0.00% | +14+116.7% | Added |
| Grove Bank & Trust | 26 | $5.72K | 0.00% | +14+116.7% | Added |
| Dunhill Financial, LLC | 26 | $5.78K | 0.00% | +7+36.8% | Added |
| Avion Wealth | 29 | $6.00K | 0.00% | +2+7.4% | Added |
| Financial Management Professionals, Inc. | 28 | $6.16K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 29 | $6.38K | 0.00% | −6−17.1% | Reduced |
| JNBA Financial Advisors | 31 | $6.82K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $7.04K | 0.00% | +3+10.3% | Added |
| Noble Wealth Management PBC | 32 | $7.04K | 0.00% | +32 | New |
| Kozak & Associates, Inc. | 33 | $7.23K | 0.00% | +33 | New |
| Private Wealth Management Group, LLC | 34 | $7.48K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 35 | $7.70K | 0.01% | +35 | New |
| Aventura Private Wealth, LLC | 35 | $7.70K | 0.00% | +35 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $8.14K | 0.00% | +5+15.6% | Added |
| Fortitude Family Office, LLC | 37 | $8.14K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 37 | $8.14K | 0.00% | +37 | New |
| General Partner, Inc. | 38 | $8.36K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 39 | $8.36K | 0.00% | −5−11.4% | Reduced |
| Ridgewood Investments LLC | 40 | $8.80K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 46 | $10.1K | 0.00% | +14+43.8% | Added |
| Washington Trust Advisors, Inc. | 47 | $10.3K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 50 | $10.9K | 0.01% | −10−16.7% | Reduced |
| Smithfield Trust Co | 52 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 55 | $12.1K | 0.00% | −3−5.2% | Reduced |
| Sierra Ocean, LLC | 57 | $12.7K | 0.01% | +57 | New |
| Quent Capital, LLC | 58 | $12.8K | 0.00% | −67−53.6% | Reduced |
| Maryland Capital Advisors Inc. | 58 | $12.8K | 0.01% | +58 | New |
| Rise Advisors, LLC | 62 | $13.5K | 0.01% | −38−38.0% | Reduced |
| Bell Investment Advisors, Inc | 69 | $15.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 72 | $15.8K | 0.00% | +9+14.3% | Added |
| GW&K Investment Management, LLC | 75 | $16.0K | 0.00% | +2+2.7% | Added |
| Trust Co of Vermont | 73 | $16.1K | 0.00% | +60+461.5% | Added |
| Sound Income Strategies, LLC | 77 | $16.9K | 0.00% | +67+670.0% | Added |
| Meeder Asset Management Inc | 80 | $17.6K | 0.00% | −2−2.4% | Reduced |
| MV Capital Management, Inc. | 81 | $17.8K | 0.00% | +1+1.3% | Added |
| Colonial Trust Co | 81 | $17.8K | 0.00% | +3+3.8% | Added |
| Plante Moran Financial Advisors, LLC | 87 | $19.1K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 87 | $19.1K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 92 | $20.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 94 | $20.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 99 | $21.8K | 0.02% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $22.0K | 0.02% | +100 | New |