| Activest Wealth Management | 1 | $50 | 0.00% | +1 | New |
| Crewe Advisors LLC | 2 | $101 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $101 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $101 | 0.00% | +2 | New |
| Birchbrook, Inc. | 53 | $146 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $252 | 0.00% | +5 | New |
| NewSquare Capital LLC | 6 | $303 | 0.00% | +6 | New |
| Kohmann Bosshard Financial Services, LLC | 6 | $303 | 0.00% | +6 | New |
| Moisand Fitzgerald Tamayo, LLC | 121 | $332 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 7 | $353 | 0.00% | +7 | New |
| Salem Investment Counselors Inc | 8 | $404 | 0.00% | +8 | New |
| CoreCap Advisors, LLC | 9 | $454 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 9 | $454 | 0.00% | +9 | New |
| Mather Group, LLC. | 10 | $505 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $505 | 0.00% | +10 | New |
| Whipplewood Advisors, LLC | 11 | $555 | 0.00% | +11 | New |
| Global Financial Private Client, LLC | 13 | $656 | 0.00% | +13 | New |
| Valued Wealth Advisors LLC | 14 | $707 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 21 | $1.06K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 23 | $1.16K | 0.00% | +1+4.5% | Added |
| Cassady Schiller Wealth Management, LLC | 28 | $1.41K | 0.00% | +28 | New |
| Continuum Advisory, LLC | 32 | $1.62K | 0.00% | −3−8.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 36 | $1.82K | 0.00% | −36−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 38 | $1.92K | 0.00% | +6+18.8% | Added |
| Colonial Trust Co | 38 | $1.92K | 0.00% | +38 | New |
| Avion Wealth | 44 | $2.00K | 0.00% | +6+15.8% | Added |
| Cullen/Frost Bankers, Inc. | 42 | $2.12K | 0.00% | −19−31.1% | Reduced |
| SJS Investment Consulting Inc. | 42 | $2.12K | 0.00% | −1−2.3% | Reduced |
| Nemes Rush Group LLC | 48 | $2.42K | 0.00% | +48 | New |
| Raleigh Capital Management Inc. | 55 | $2.78K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 56 | $2.83K | 0.00% | +56 | New |
| Oliver Lagore Vanvalin Investment Group | 65 | $3.29K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 76 | $3.84K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 79 | $3.99K | 0.00% | +79 | New |
| Farmers & Merchants Investments Inc | 80 | $4.04K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 96 | $4.83K | 0.00% | −40−29.4% | Reduced |
| Private Wealth Management Group, LLC | 108 | $5.45K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 108 | $5.45K | 0.00% | +108 | New |
| Key Financial Inc | 112 | $5.67K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 125 | $6.31K | 0.00% | −1,784−93.5% | Reduced |
| Harbour Investments, Inc. | 126 | $6.36K | 0.00% | +19+17.8% | Added |
| Bell Investment Advisors, Inc | 129 | $6.51K | 0.00% | −34−20.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 131 | $6.62K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 135 | $6.82K | 0.00% | +12+9.8% | Added |
| Fortitude Family Office, LLC | 140 | $7.07K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 165 | $8.00K | 0.00% | +69+71.9% | Added |
| JFS Wealth Advisors, LLC | 172 | $8.16K | 0.00% | +76+79.2% | Added |
| Bruce G. Allen Investments, LLC | 169 | $8.53K | 0.01% | −10−5.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 177 | $8.94K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 165 | $9.34K | 0.00% | +116+236.7% | Added |
| Glen Eagle Advisors, LLC | 200 | $10.1K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 200 | $10.1K | 0.01% | +200 | New |
| Cary Street Partner Investment Advisory LLC | 234 | $11.8K | 0.01% | −4,825−95.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 238 | $12.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 246 | $12.4K | 0.00% | +119+93.7% | Added |
| Evermay Wealth Management LLC | 248 | $12.5K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $12.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 262 | $13.2K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 266 | $13.4K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 303 | $15.0K | 0.01% | +22+7.8% | Added |
| Private Trust Co NA | 315 | $15.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 348 | $17.6K | 0.00% | +8+2.4% | Added |
| First Horizon Advisors, Inc. | 351 | $17.7K | 0.00% | −6−1.7% | Reduced |
| Bessemer Group Inc | 350 | $18.0K | 0.00% | −638−64.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 375 | $18.9K | 0.02% | +375 | New |
| Parallel Advisors, LLC | 391 | $19.7K | 0.00% | +136+53.3% | Added |
| Capital Advisors, Ltd. LLC | 390 | $20.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 432 | $21.9K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 455 | $22.0K | 0.00% | −298−39.6% | Reduced |
| TD Private Client Wealth LLC | 446 | $22.5K | 0.00% | +201+82.0% | Added |
| Farther Finance Advisors, LLC | 448 | $22.6K | 0.00% | −81−15.3% | Reduced |
| National Pension Service | 497 | $25.1K | 0.00% | +497 | New |
| Golden State Wealth Management, LLC | 500 | $25.2K | 0.00% | +500 | New |
| Federation des caisses Desjardins du Quebec | 501 | $25.3K | 0.00% | −769−60.6% | Reduced |
| Cornerstone Planning Group LLC | 468 | $26.1K | 0.01% | +73+18.5% | Added |
| Valley National Advisers Inc | 546 | $27.0K | 0.00% | +327+149.3% | Added |
| AdvisorNet Financial, Inc | 543 | $27.4K | 0.00% | +6+1.1% | Added |
| Nisa Investment Advisors, LLC | 565 | $28.5K | 0.00% | +405+253.1% | Added |
| Main Street Group, LTD | 568 | $28.7K | 0.01% | +568 | New |
| Global X Japan Co., Ltd. | 569 | $28.7K | 0.00% | +53+10.3% | Added |
| Clark Wealth Partners | 595 | $30.0K | 0.02% | +595 | New |
| LRI Investments, LLC | 633 | $32.0K | 0.00% | +633 | New |
| Quadrant Capital Group LLC | 673 | $34.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 705 | $35.6K | 0.01% | +143+25.4% | Added |
| Skopos Labs, Inc. | 826 | $41.7K | 0.01% | +50+6.4% | Added |
| MAI Capital Management | 846 | $42.7K | 0.00% | +846 | New |
| CVA Family Office, LLC | 865 | $43.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 900 | $45.4K | 0.00% | +41+4.8% | Added |
| Bryn Mawr Trust Co | 901 | $45.5K | 0.00% | +890+8,090.9% | Added |
| Oarsman Capital, Inc. | 916 | $46.2K | 0.01% | +609+198.4% | Added |
| Fifth Third Bancorp | 962 | $48.6K | 0.00% | +337+53.9% | Added |
| Washington Trust Co | 1,000 | $50.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,001 | $50.5K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 951 | $53.4K | 0.00% | +951 | New |
| EverSource Wealth Advisors, LLC | 1,063 | $53.7K | 0.00% | +671+171.2% | Added |
| Hexagon Capital Partners LLC | 1,079 | $54.5K | 0.01% | +76+7.6% | Added |
| Retirement Wealth Solutions LLC | 1,135 | $57.1K | 0.05% | +1,135 | New |
| Compass Wealth Management LLC | 1,215 | $61.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,229 | $62.1K | 0.01% | +296+31.7% | Added |
