| Harvest Fund Management Co., Ltd | 7 | $0 | 0.00% | +7 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| TFC Financial Management | 2 | $57 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 2 | $57 | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 3 | $85 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $114 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 5 | $142 | 0.00% | +5 | New |
| Unique Wealth Strategies, LLC | 5 | $148 | 0.00% | +5 | New |
| Ruedi Wealth Management, Inc. | 8 | $227 | 0.00% | +8 | New |
| Fortitude Family Office, LLC | 17 | $483 | 0.00% | +17 | New |
| Carolinas Wealth Consulting LLC | 18 | $512 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 22 | $626 | 0.00% | +6+37.5% | Added |
| Continuum Advisory, LLC | 23 | $654 | 0.00% | −391−94.4% | Reduced |
| Highline Wealth Partners LLC | 25 | $711 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $1.00K | 0.00% | +3+11.1% | Added |
| DiNuzzo Private Wealth, Inc. | 38 | $1.08K | 0.00% | +11+40.7% | Added |
| Sachetta, LLC | 38 | $1.16K | 0.00% | +21+123.5% | Added |
| Hilltop National Bank | 45 | $1.28K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 46 | $1.31K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 46 | $1.31K | 0.00% | +46 | New |
| SJS Investment Consulting Inc. | 46 | $1.31K | 0.00% | −3−6.1% | Reduced |
| Dunhill Financial, LLC | 47 | $1.34K | 0.00% | +10+27.0% | Added |
| First Community Trust NA | 51 | $1.45K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 53 | $1.51K | 0.00% | +53 | New |
| Atlantic Edge Private Wealth Management, LLC | 53 | $1.51K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 53 | $1.57K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 56 | $1.59K | 0.00% | −112−66.7% | Reduced |
| JJJ Advisors Inc. | 60 | $1.71K | 0.00% | +54+900.0% | Added |
| DT Investment Partners, LLC | 70 | $1.99K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 75 | $2.00K | 0.00% | +63+525.0% | Added |
| Triad Wealth Partners, LLC | 76 | $2.16K | 0.00% | +76 | New |
| Kelly Financial Services LLC | 80 | $2.27K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 81 | $2.30K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 79 | $2.37K | 0.00% | +49+163.3% | Added |
| Johnson Financial Group, Inc. | 85 | $2.42K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 87 | $2.47K | 0.00% | −33−27.5% | Reduced |
| Macroview Investment Management LLC | 91 | $2.57K | 0.00% | +2+2.2% | Added |
| Jamison Private Wealth Management, Inc. | 98 | $2.79K | 0.00% | +98 | New |
| Rakuten Securities, Inc. | 100 | $2.84K | 0.00% | −32−24.2% | Reduced |
| PSI Advisors, LLC | 100 | $2.84K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 104 | $2.96K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 102 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 108 | $3.07K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 116 | $3.30K | 0.00% | +2+1.8% | Added |
| Burkett Financial Services, LLC | 118 | $3.35K | 0.00% | +1+0.9% | Added |
| Private Wealth Management Group, LLC | 119 | $3.38K | 0.00% | +47+65.3% | Added |
| Red Tortoise LLC | 127 | $3.61K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 132 | $3.75K | 0.00% | +132 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 145 | $4.12K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 157 | $4.47K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 160 | $4.55K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 163 | $4.63K | 0.00% | +163 | New |
| Rocky Mountain Advisers, LLC | 164 | $4.66K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 175 | $4.97K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 190 | $5.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 221 | $6.28K | 0.00% | −4−1.8% | Reduced |
| Ossiam | 224 | $6.37K | 0.00% | −343,451−99.9% | Reduced |
| TD Capital Management LLC | 241 | $6.86K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 248 | $7.00K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $7.11K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 255 | $7.25K | 0.00% | −465−64.6% | Reduced |
| Anfield Capital Management, LLC | 268 | $7.62K | 0.00% | +207+339.3% | Added |
| Hobbs Group Advisors, LLC | 271 | $7.70K | 0.00% | +271 | New |
| First PREMIER Bank | 296 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 295 | $8.35K | 0.00% | +128+76.6% | Added |
| Main Street Group, LTD | 298 | $8.43K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 300 | $8.53K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 300 | $8.53K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 300 | $8.53K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 305 | $8.67K | 0.00% | +305 | New |
| Prestige Wealth Management Group LLC | 307 | $8.73K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 307 | $8.73K | 0.01% | +4+1.3% | Added |
| Hazlett, Burt & Watson, Inc. | 328 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 321 | $9.00K | 0.01% | −2−0.6% | Reduced |
| Larson Financial Group LLC | 324 | $9.21K | 0.00% | +1+0.3% | Added |
| JNBA Financial Advisors | 341 | $9.69K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 342 | $9.72K | 0.00% | −1,233−78.3% | Reduced |
| Center for Financial Planning, Inc. | 349 | $9.92K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 349 | $10.0K | 0.00% | +80+29.7% | Added |
| FSC Wealth Advisors, LLC | 354 | $10.1K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 361 | $10.3K | 0.00% | +45+14.2% | Added |
| Opal Wealth Advisors, LLC | 363 | $10.3K | 0.00% | +363 | New |
| Richard W. Paul & Associates, LLC | 364 | $10.3K | 0.00% | +2+0.6% | Added |
| Creative Financial Designs Inc | 391 | $11.1K | 0.00% | +109+38.7% | Added |
| CNB Bank | 394 | $11.2K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 400 | $11.4K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 400 | $11.4K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 431 | $12.2K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 437 | $12.4K | 0.00% | +437 | New |
| Heritage Wealth Advisors | 450 | $12.8K | 0.00% | −2,500−84.7% | Reduced |
| Old Second National Bank of Aurora | 450 | $12.8K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 450 | $12.8K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 451 | $12.8K | 0.01% | 00.0% | Unchanged |
| Lynx Investment Advisory | 452 | $12.8K | 0.01% | +452 | New |
| Valley National Advisers Inc | 525 | $14.0K | 0.00% | +360+218.2% | Added |
| Whittier Trust Co | 500 | $14.2K | 0.00% | −915−64.7% | Reduced |