| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | −941−99.9% | Reduced |
| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Y.D. More Investments Ltd | 83 | $26 | 0.00% | +83 | New |
| McClarren Financial Advisors, Inc. | 118 | $40 | 0.03% | −225−65.6% | Reduced |
| WestEnd Advisors, LLC | 1 | $118 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $354 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $378 | 0.00% | −2−40.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $591 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 6 | $709 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 7 | $827 | 0.00% | −1−12.5% | Reduced |
| Ruedi Wealth Management, Inc. | 7 | $827 | 0.00% | +7 | New |
| GPS Wealth Strategies Group, LLC | 7 | $832 | 0.00% | +7 | New |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | −2−28.6% | Reduced |
| SWAN Capital LLC | 9 | $1.03K | 0.00% | +9 | New |
| ClariVest Asset Management LLC | 10 | $1.18K | 0.00% | −10−50.0% | Reduced |
| Sound Income Strategies, LLC | 13 | $1.53K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $1.89K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 18 | $2.13K | 0.00% | +18 | New |
| Jones Financial Companies LLLP | 20 | $2.36K | 0.00% | −22−52.4% | Reduced |
| Harbor Investment Advisory, LLC | 21 | $2.48K | 0.00% | +2+10.5% | Added |
| DiNuzzo Private Wealth, Inc. | 21 | $2.48K | 0.00% | +3+16.7% | Added |
| SJS Investment Consulting Inc. | 22 | $2.60K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $2.72K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 24 | $2.85K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 25 | $2.95K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 26 | $3.07K | 0.00% | +3+13.0% | Added |
| Concord Wealth Partners | 27 | $3.19K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 28 | $3.33K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 29 | $3.42K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $3.54K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 32 | $3.78K | 0.00% | −2−5.9% | Reduced |
| Venturi Wealth Management, LLC | 33 | $3.90K | 0.00% | +2+6.5% | Added |
| Sachetta, LLC | 32 | $4.17K | 0.00% | +32 | New |
| Valued Wealth Advisors LLC | 35 | $4.22K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 36 | $4.25K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 40 | $4.72K | 0.00% | +40 | New |
| Signature Resources Capital Management, LLC | 41 | $4.84K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 43 | $5.08K | 0.00% | +16+59.3% | Added |
| DHJJ Financial Advisors, Ltd. | 43 | $5.08K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 45 | $5.32K | 0.00% | +45 | New |
| CNB Bank | 50 | $5.91K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 50 | $5.91K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 52 | $6.14K | 0.00% | −61−54.0% | Reduced |
| Luken Investment Analytics, LLC | 52 | $6.14K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 52 | $6.14K | 0.00% | +52 | New |
| West Paces Advisors Inc. | 54 | $6.38K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 54 | $6.38K | 0.00% | −5−8.5% | Reduced |
| Delta Asset Management LLC | 57 | $6.73K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 57 | $6.73K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 60 | $7.00K | 0.00% | −5−7.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 63 | $7.48K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 66 | $8.00K | 0.00% | −6−8.3% | Reduced |
| Financial Management Professionals, Inc. | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 68 | $8.03K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 68 | $8.03K | 0.00% | +8+13.3% | Added |
| Bruce G. Allen Investments, LLC | 69 | $8.15K | 0.01% | +1+1.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 72 | $8.50K | 0.00% | −15−17.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 73 | $8.62K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 75 | $8.86K | 0.00% | −97−56.4% | Reduced |
| JNBA Financial Advisors | 76 | $8.98K | 0.00% | −44−36.7% | Reduced |
| JFS Wealth Advisors, LLC | 80 | $9.45K | 0.00% | −2−2.4% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 80 | $9.45K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 83 | $9.82K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 98 | $11.6K | 0.00% | +87+790.9% | Added |
| Farmers & Merchants Investments Inc | 99 | $11.7K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 100 | $11.8K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $11.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 94 | $12.3K | 0.00% | +9+10.6% | Added |
| Smithfield Trust Co | 110 | $13.0K | 0.00% | −270−71.1% | Reduced |
| American National Bank | 115 | $13.6K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 117 | $13.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 124 | $14.6K | 0.00% | +1+0.8% | Added |
| GoalVest Advisory LLC | 125 | $14.8K | 0.00% | −295−70.2% | Reduced |
| Opal Wealth Advisors, LLC | 125 | $14.8K | 0.00% | +125 | New |
| TD Private Client Wealth LLC | 126 | $14.9K | 0.00% | +6+5.0% | Added |
| Private Wealth Management Group, LLC | 128 | $15.1K | 0.01% | +78+156.0% | Added |
| Riverview Trust Co | 130 | $15.4K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 140 | $16.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 144 | $17.1K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 147 | $17.4K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 150 | $17.8K | 0.00% | +1+0.7% | Added |
| Dunhill Financial, LLC | 155 | $18.3K | 0.01% | +141+1,007.1% | Added |
| Leonteq Securities AG | 159 | $18.8K | 0.00% | +159 | New |
| Massmutual Trust Co FSB | 162 | $19.1K | 0.00% | +1+0.6% | Added |
| Baldwin Brothers Inc | 164 | $19.4K | 0.00% | −250−60.4% | Reduced |
| Spire Wealth Management | 190 | $22.4K | 0.00% | −791−80.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 195 | $23.2K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 200 | $23.6K | 0.00% | 00.0% | Unchanged |
| Trust Co | 200 | $23.6K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 210 | $24.8K | 0.02% | +210 | New |
| JJJ Advisors Inc. | 210 | $25.0K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 215 | $25.4K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 225 | $26.8K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 245 | $28.9K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 246 | $29.1K | 0.00% | +109+79.6% | Added |
| Old Point Trust & Financial Services N A | 250 | $29.5K | 0.01% | 00.0% | Unchanged |