| Cordant, Inc. | 0 | $107 | 0.00% | 0 | New |
| Tradewinds Capital Management, LLC | 1 | $249 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $249 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $249 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $371 | 0.00% | +1 | New |
| Proathlete Wealth Management LLC | 2 | $496 | 0.00% | +2 | New |
| Salem Investment Counselors Inc | 2 | $497 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $497 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 2 | $497 | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 2 | $497 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 3 | $746 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4 | $993 | 0.00% | −5−55.6% | Reduced |
| Vanguard Advisers Inc | 4 | $993 | 0.00% | +4 | New |
| Morton Brown Family Wealth, LLC | 4 | $993 | 0.00% | +4 | New |
| Roble, Belko & Company, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $1.42K | 0.00% | +3+100.0% | Added |
| Itau Unibanco Holding S.A. | 7 | $1.74K | 0.00% | −2,248−99.7% | Reduced |
| Davis Capital Management | 7 | $1.74K | 0.00% | +4+133.3% | Added |
| Raleigh Capital Management Inc. | 7 | $1.74K | 0.00% | −1−12.5% | Reduced |
| Quaker Wealth Management, LLC | 8 | $1.99K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 8 | $1.99K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 8 | $1.99K | 0.00% | +8 | New |
| Strengthening Families & Communities, LLC | 8 | $1.99K | 0.00% | +6+300.0% | Added |
| CKW Financial Group | 7 | $2.00K | 0.00% | +7 | New |
| Point Nemo Capital, LLC | 9 | $2.23K | 0.00% | +9 | New |
| Downshift Financial, LLC | 9 | $2.23K | 0.00% | +9 | New |
| Retirement Wealth Solutions LLC | 9 | $2.24K | 0.00% | −18−66.7% | Reduced |
| J.Safra Asset Management Corp | 10 | $2.48K | 0.00% | −14−58.3% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $2.48K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 10 | $2.48K | 0.00% | +10 | New |
| Brooklyn FI, LLC | 10 | $2.75K | 0.00% | +10 | New |
| Key Capital Management, INC | 12 | $2.98K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 13 | $3.23K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 13 | $3.23K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 13 | $3.23K | 0.00% | +13 | New |
| Financial Life Planners | 13 | $3.28K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 14 | $3.48K | 0.13% | 00.0% | Unchanged |
| Guardian Partners Inc. | 14 | $3.48K | 0.00% | +14 | New |
| Provenance Wealth Advisors, LLC | 14 | $3.48K | 0.00% | +14 | New |
| Torren Management, LLC | 14 | $3.52K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 15 | $3.55K | 0.00% | −8−34.8% | Reduced |
| Rialto Wealth Management, LLC | 15 | $3.73K | 0.00% | −42−73.7% | Reduced |
| Addison Advisors LLC | 15 | $3.73K | 0.00% | −23−60.5% | Reduced |
| WestEnd Advisors, LLC | 15 | $3.73K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 15 | $3.73K | 0.00% | +15 | New |
| Whipplewood Advisors, LLC | 16 | $3.97K | 0.00% | −22−57.9% | Reduced |
| IAG Wealth Partners, LLC | 16 | $3.97K | 0.00% | 00.0% | Unchanged |
| Spear Advisors LLC | 16 | $3.97K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 16 | $3.97K | 0.00% | +16 | New |
| Burk Holdings LLC | 17 | $4.22K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $4.72K | 0.00% | +2+11.8% | Added |
| American Capital Advisory, LLC | 20 | $4.97K | 0.00% | +10+100.0% | Added |
| Dogwood Wealth Management LLC | 21 | $5.17K | 0.00% | −32−60.4% | Reduced |
| Kerr Financial Planning Corp | 22 | $5.25K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 22 | $5.46K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 22 | $5.46K | 0.05% | −15−40.5% | Reduced |
| Principia Wealth Advisory, LLC | 23 | $5.71K | 0.00% | +1+4.5% | Added |
| Aspect Partners, LLC | 24 | $5.96K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 23 | $5.96K | 0.00% | −2−8.0% | Reduced |
| Centerpoint Advisors, LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 25 | $6.21K | 0.00% | 00.0% | Unchanged |
| First National Bank | 25 | $6.21K | 0.00% | +25 | New |
| AXS Investments LLC | 25 | $6.21K | 0.00% | +25 | New |
| Premier Financial Group | 25 | $6.21K | 0.00% | +25 | New |
| Beaird Harris Wealth Management, LLC | 26 | $6.40K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 26 | $6.46K | 0.00% | −11−29.7% | Reduced |
| ZRC Wealth Management, LLC | 26 | $6.46K | 0.00% | +26 | New |
| Valued Wealth Advisors LLC | 26 | $6.46K | 0.00% | −7−21.2% | Reduced |
| Financial Gravity Companies, Inc. | 28 | $6.95K | 0.00% | +28 | New |
| Clark Wealth Partners | 28 | $6.96K | 0.00% | −5−15.2% | Reduced |
| Penserra Capital Management LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 29 | $7.20K | 0.00% | −6−17.1% | Reduced |
| Paladin Advisory Group, LLC | 29 | $7.20K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 29 | $7.20K | 0.00% | +29 | New |
| Carolina Wealth Advisors, LLC | 30 | $7.45K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 30 | $7.45K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 32 | $7.95K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 33 | $8.20K | 0.00% | −23−41.1% | Reduced |
| Montgomery Financial Services LLC | 33 | $8.20K | 0.01% | +33 | New |
| Rachor Investment Advisory Services, LLC | 33 | $8.22K | 0.00% | −7−17.5% | Reduced |
| Tower View Investment Management & Research LLC | 35 | $8.79K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 36 | $8.94K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 36 | $8.94K | 0.00% | −58−61.7% | Reduced |
| Ogorek Anthony Joseph | 37 | $9.00K | 0.00% | −2−5.1% | Reduced |
| NorthAvenue LLC | 37 | $9.19K | 0.01% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 37 | $9.19K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 37 | $9.19K | 0.00% | +21+131.3% | Added |
| HHM Wealth Advisors, LLC | 37 | $9.19K | 0.00% | +25+208.3% | Added |
| Kilter Group LLC | 38 | $9.44K | 0.00% | +2+5.6% | Added |
| Activest Wealth Management | 39 | $9.72K | 0.00% | −685−94.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 40 | $9.87K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 40 | $9.94K | 0.00% | +40 | New |
| S&T Bank | 43 | $10.7K | 0.00% | −13−23.2% | Reduced |
| SJS Investment Consulting Inc. | 43 | $10.7K | 0.00% | −387−90.0% | Reduced |
| Copeland Capital Management, LLC | 45 | $11.2K | 0.00% | +45 | New |
| Elevated Capital Advisors, LLC | 45 | $11.2K | 0.00% | 00.0% | Unchanged |