| Lazard Asset Management LLC | 6 | $0 | 0.00% | −37,423−100.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| ZRC Wealth Management, LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Rakuten Securities, Inc. | 3 | $284 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $378 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $379 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 5 | $470 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $473 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $473 | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $567 | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 6 | $567 | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 8 | $756 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 12 | $1.14K | 0.00% | +12 | New |
| Longfellow Investment Management Co LLC | 13 | $1.23K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 13 | $1.23K | 0.00% | +13 | New |
| Aspect Partners, LLC | 13 | $1.23K | 0.00% | +13 | New |
| Arlington Trust Co LLC | 15 | $1.42K | 0.00% | +15 | New |
| Dunhill Financial, LLC | 15 | $1.44K | 0.00% | +15 | New |
| JJJ Advisors Inc. | 19 | $1.80K | 0.00% | +2+11.8% | Added |
| Beaird Harris Wealth Management, LLC | 19 | $1.80K | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $1.80K | 0.00% | +19 | New |
| Nemes Rush Group LLC | 19 | $1.81K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 20 | $1.89K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $1.99K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $2.17K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $2.17K | 0.00% | +23 | New |
| TFC Financial Management | 24 | $2.28K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 25 | $2.36K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 28 | $2.65K | 0.00% | +28 | New |
| Venturi Wealth Management, LLC | 30 | $2.84K | 0.00% | −5−14.3% | Reduced |
| Ranger Investment Management, L.P. | 30 | $2.84K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 30 | $2.84K | 0.00% | +30 | New |
| Gradient Investments LLC | 31 | $2.93K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $3.00K | 0.00% | +14+82.4% | Added |
| AdvisorNet Financial, Inc | 35 | $3.31K | 0.00% | −30−46.2% | Reduced |
| IFP Advisors, Inc | 39 | $3.69K | 0.00% | +7+21.9% | Added |
| REAP Financial Group, LLC | 39 | $3.70K | 0.00% | +39 | New |
| Colonial Trust Advisors | 41 | $3.88K | 0.00% | −661−94.2% | Reduced |
| Raffa Wealth Management, LLC | 41 | $3.88K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 42 | $3.97K | 0.00% | +42 | New |
| Capital Analysts, LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 46 | $4.35K | 0.00% | +46 | New |
| Atlantic Edge Private Wealth Management, LLC | 49 | $4.63K | 0.00% | +49 | New |
| Norwood Financial Corp | 50 | $4.73K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 53 | $5.01K | 0.00% | +53 | New |
| Webster Bank, N. A. | 60 | $5.67K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 61 | $5.77K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 61 | $5.99K | 0.00% | −5,759−99.0% | Reduced |
| SOA Wealth Advisors, LLC. | 70 | $6.62K | 0.00% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 76 | $7.00K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 75 | $7.09K | 0.00% | +12+19.0% | Added |
| Barrett & Company, Inc. | 77 | $7.30K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 89 | $8.00K | 0.00% | −4−4.3% | Reduced |
| Fortitude Family Office, LLC | 85 | $8.04K | 0.01% | +85 | New |
| Versant Capital Management, Inc | 89 | $8.42K | 0.00% | −14−13.6% | Reduced |
| VisionPoint Advisory Group, LLC | 95 | $8.98K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 96 | $9.09K | 0.00% | +5+5.5% | Added |
| Indiana Trust & Investment Management CO | 100 | $9.46K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $9.46K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $9.46K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $9.46K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 102 | $9.69K | 0.00% | −8−7.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 106 | $10.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 110 | $10.4K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 118 | $11.2K | 0.00% | −77−39.5% | Reduced |
| Logan Capital Management Inc | 125 | $11.8K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 122 | $12.0K | 0.00% | +122 | New |
| First United Bank Trust | 130 | $12.3K | 0.00% | +130 | New |
| Smartleaf Asset Management LLC | 132 | $12.4K | 0.00% | +132 | New |
| Cape Investment Advisory, Inc. | 132 | $12.5K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 136 | $12.8K | 0.01% | +136 | New |
| Stephenson National Bank & Trust | 138 | $13.0K | 0.01% | −12−8.0% | Reduced |
| IAG Wealth Partners, LLC | 140 | $13.2K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 144 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 150 | $14.2K | 0.00% | +1+0.7% | Added |
| Plante Moran Financial Advisors, LLC | 151 | $14.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 158 | $15.0K | 0.01% | +158 | New |
| Northwest Capital Management Inc | 160 | $15.1K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 161 | $15.2K | 0.00% | +6+3.9% | Added |
| Bourgeon Capital Management LLC | 171 | $16.1K | 0.00% | +1+0.6% | Added |
| CVA Family Office, LLC | 175 | $16.5K | 0.00% | +175 | New |
| Ancora Advisors, LLC | 176 | $16.6K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 185 | $17.0K | 0.01% | −15−7.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 200 | $18.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 202 | $19.1K | 0.00% | +2+1.0% | Added |
| Jamison Private Wealth Management, Inc. | 209 | $19.7K | 0.00% | +1+0.5% | Added |
| Financial Management Professionals, Inc. | 207 | $20.0K | 0.00% | +50+31.8% | Added |
| Hollencrest Capital Management | 220 | $20.8K | 0.00% | +220 | New |
| EntryPoint Capital, LLC | 222 | $21.0K | 0.02% | +222 | New |
| Bell Investment Advisors, Inc | 226 | $21.4K | 0.00% | −5−2.2% | Reduced |
| Evermay Wealth Management LLC | 231 | $21.8K | 0.00% | +4+1.8% | Added |
| Rothschild Investment LLC | 235 | $22.2K | 0.00% | +235 | New |
| MCF Advisors LLC | 236 | $22.3K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 243 | $23.0K | 0.00% | +243 | New |
| Mechanics Financial Corp | 250 | $23.6K | 0.01% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 250 | $23.6K | 0.00% | +250 | New |
| Tyler-Stone Wealth Management | 254 | $24.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 268 | $25.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 277 | $26.2K | 0.01% | 00.0% | Unchanged |