| Tounjian Advisory Partners, LLC | 0 | $18 | 0.00% | 0 | New |
| Loomis Sayles & Co L P | 0 | $30 | 0.00% | 0 | Unchanged |
| 3 Factor Indexing, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1 | $76 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $76 | 0.00% | +1 | New |
| Sankala Group LLC | 2 | $148 | 0.00% | +2 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $227 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3 | $227 | 0.00% | +3 | New |
| Valley National Advisers Inc | 3 | $228 | 0.00% | +3 | New |
| Southern Michigan Bank & Trust | 4 | $303 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $303 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 4 | $303 | 0.00% | +2+100.0% | Added |
| American National Bank | 5 | $378 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 5 | $379 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 5 | $387 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 8 | $606 | 0.00% | +3+60.0% | Added |
| Quaker Wealth Management, LLC | 9 | $682 | 0.00% | −1−10.0% | Reduced |
| Godfrey Financial Associates, Inc. | 9 | $682 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 9 | $682 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 10 | $757 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 10 | $757 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $758 | 0.00% | −5−33.3% | Reduced |
| Miller Global Investments, LLC | 11 | $833 | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 11 | $833 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $834 | 0.00% | −6−35.3% | Reduced |
| TFC Financial Management | 12 | $909 | 0.00% | +4+50.0% | Added |
| Rialto Wealth Management, LLC | 12 | $909 | 0.00% | +6+100.0% | Added |
| Signature Resources Capital Management, LLC | 13 | $984 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 13 | $985 | 0.00% | −594−97.9% | Reduced |
| Princeton Global Asset Management LLC | 14 | $1.06K | 0.00% | −92−86.8% | Reduced |
| City State Bank | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 14 | $1.09K | 0.00% | +14 | New |
| Aspect Partners, LLC | 15 | $1.14K | 0.00% | −16−51.6% | Reduced |
| Horizon Financial Services, LLC | 15 | $1.14K | 0.00% | +15 | New |
| Caldwell Trust Co | 15 | $1.14K | 0.00% | +15 | New |
| Action Point Financial Planning, LLC | 15 | $1.14K | 0.00% | +15 | New |
| Planning Strategies Inc. | 18 | $1.36K | 0.00% | +18 | New |
| Tradewinds Capital Management, LLC | 18 | $1.36K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 18 | $1.38K | 0.00% | −98−84.5% | Reduced |
| Harborfront Financial Group LLC | 19 | $1.42K | 0.01% | +19 | New |
| Cassaday & Co Wealth Management LLC | 19 | $1.44K | 0.00% | −48−71.6% | Reduced |
| American Capital Advisory, LLC | 20 | $1.51K | 0.00% | +2+11.1% | Added |
| Financial Management Professionals, Inc. | 21 | $1.59K | 0.00% | +1+5.0% | Added |
| Synergy Investment Management, LLC | 21 | $1.66K | 0.00% | +21 | New |
| Hughes Financial Services, LLC | 22 | $1.67K | 0.00% | −22−50.0% | Reduced |
| Paladin Advisory Group, LLC | 22 | $1.67K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 22 | $1.67K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 22 | $1.70K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 23 | $1.74K | 0.00% | −56−70.9% | Reduced |
| 1620 Investment Advisors, Inc. | 23 | $1.74K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 23 | $1.74K | 0.00% | +4+21.1% | Added |
| Key Financial Inc | 24 | $1.82K | 0.00% | −39−61.9% | Reduced |
| Sunrise Financial Services, LLC | 24 | $1.82K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 25 | $1.89K | 0.00% | +25 | New |
| Activest Wealth Management | 27 | $2.01K | 0.00% | +27 | New |
| Signature Equity Partners, LLC | 27 | $2.04K | 0.00% | −25−48.1% | Reduced |
| Washington Trust Advisors, Inc. | 28 | $2.12K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 28 | $2.12K | 0.00% | +28 | New |
| Retirement Wealth Solutions LLC | 30 | $2.26K | 0.00% | −1−3.2% | Reduced |
| Burk Holdings LLC | 32 | $2.42K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 33 | $2.50K | 0.00% | −7−17.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 36 | $2.73K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 36 | $2.73K | 0.00% | +36 | New |
| Key Capital Management, INC | 40 | $3.03K | 0.00% | +40 | New |
| Highline Wealth Partners LLC | 42 | $3.18K | 0.00% | +28+200.0% | Added |
| Glen Eagle Advisors, LLC | 42 | $3.19K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 43 | $3.26K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 44 | $3.33K | 0.00% | −309−87.5% | Reduced |
| Bayban | 45 | $3.41K | 0.00% | −500−91.7% | Reduced |
| Ares Financial Consulting, LLC | 47 | $3.56K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 47 | $3.56K | 0.00% | −10−17.5% | Reduced |
| Premier Financial Group | 47 | $3.58K | 0.00% | +47 | New |
| DT Investment Partners, LLC | 48 | $3.64K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $3.79K | 0.00% | −85−63.0% | Reduced |
| Archer Investment Corp | 52 | $3.94K | 0.00% | −3,600−98.6% | Reduced |
| First Pacific Financial | 54 | $4.09K | 0.00% | +54 | New |
| Citizens National Bank Trust Department | 60 | $4.54K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 60 | $4.54K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 60 | $4.62K | 0.00% | −5−7.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 64 | $4.85K | 0.00% | −59−48.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 64 | $4.85K | 0.00% | +4+6.7% | Added |
| CVA Family Office, LLC | 65 | $4.92K | 0.00% | −28−30.1% | Reduced |
| Main Street Group, LTD | 65 | $4.92K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 67 | $5.06K | 0.03% | +1+1.5% | Added |
| Crewe Advisors LLC | 69 | $5.23K | 0.00% | +45+187.5% | Added |
| Pacifica Partners Inc. | 69 | $5.28K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 72 | $5.45K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 72 | $5.45K | 0.00% | +17+30.9% | Added |
| Noble Wealth Management PBC | 73 | $5.53K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 75 | $5.68K | 0.00% | +75 | New |
| Tompkins Financial Corp | 76 | $5.75K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 77 | $5.83K | 0.00% | +77 | New |
| Salomon & Ludwin, LLC | 77 | $5.89K | 0.00% | +33+75.0% | Added |
| Barrett & Company, Inc. | 80 | $6.06K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 81 | $6.13K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 81 | $6.13K | 0.00% | +13+19.1% | Added |