| Penserra Capital Management LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Mosley Wealth Management | 1 | $95 | 0.00% | +1 | New |
| Asset Dedication, LLC | 1 | $96 | 0.00% | −100−99.0% | Reduced |
| 3 Factor Indexing, LLC | 1 | $96 | 0.00% | −1−50.0% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $96 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $128 | 0.00% | −4−80.0% | Reduced |
| DecisionPoint Financial, LLC | 2 | $193 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 4 | $382 | 0.00% | −60−93.8% | Reduced |
| McGuire Capital Advisors Inc | 5 | $477 | 0.00% | −22−81.5% | Reduced |
| Minot DeBlois Advisors LLC | 5 | $477 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 5 | $477 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $477 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $477 | 0.00% | +5 | New |
| Colonial Trust Co | 6 | $573 | 0.00% | −46−88.5% | Reduced |
| Financial Management Professionals, Inc. | 6 | $573 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 6 | $573 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $573 | 0.00% | +2+50.0% | Added |
| Concord Wealth Partners | 7 | $668 | 0.00% | +7 | New |
| Sachetta, LLC | 7 | $669 | 0.00% | −45−86.5% | Reduced |
| HFM Investment Advisors, LLC | 7 | $669 | 0.00% | +2+40.0% | Added |
| BFSG, LLC | 8 | $764 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 9 | $859 | 0.00% | −61−87.1% | Reduced |
| SWAN Capital LLC | 9 | $859 | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 9 | $859 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 10 | $954 | 0.00% | −8−44.4% | Reduced |
| TD Capital Management LLC | 10 | $954 | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 10 | $954 | 0.00% | +10 | New |
| South State Corp. | 10 | $955 | 0.00% | −20−66.7% | Reduced |
| SJS Investment Consulting Inc. | 10 | $965 | 0.00% | −3−23.1% | Reduced |
| Winthrop Capital Management, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Millstone Evans Group, LLC | 11 | $1.05K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 12 | $1.15K | 0.00% | −35−74.5% | Reduced |
| Caitlin John, LLC | 14 | $1.30K | 0.00% | −303−95.6% | Reduced |
| Park Place Capital Corp | 14 | $1.34K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 14 | $1.34K | 0.00% | +14 | New |
| DT Investment Partners, LLC | 15 | $1.43K | 0.00% | −55−78.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 15 | $1.43K | 0.00% | −3−16.7% | Reduced |
| Heritage Wealth Advisors | 15 | $1.43K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 15 | $1.43K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 15 | $1.47K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 17 | $1.62K | 0.00% | +7+70.0% | Added |
| Creative Capital Management Investments LLC | 17 | $1.62K | 0.00% | +17 | New |
| Delos Wealth Advisors, LLC | 17 | $1.62K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $1.62K | 0.00% | +3+21.4% | Added |
| Winch Advisory Services, LLC | 17 | $1.65K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 20 | $1.91K | 0.00% | +20 | New |
| First National Bank | 21 | $2.00K | 0.00% | +21 | New |
| Financial Consulate, Inc | 21 | $2.00K | 0.00% | +10+90.9% | Added |
| Strategic Wealth Partners, Ltd. | 22 | $2.10K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 23 | $2.19K | 0.00% | +5+27.8% | Added |
| Raffa Wealth Management, LLC | 24 | $2.29K | 0.00% | +1+4.3% | Added |
| Security National Bank of Sioux City Iowa | 25 | $2.39K | 0.00% | +25 | New |
| Stone House Investment Management, LLC | 25 | $2.39K | 0.00% | +25 | New |
| Westside Investment Management, Inc. | 26 | $2.48K | 0.00% | −4−13.3% | Reduced |
| Synergy Investment Management, LLC | 26 | $2.51K | 0.00% | +6+30.0% | Added |
| Pacifica Partners Inc. | 27 | $2.63K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 28 | $2.67K | 0.00% | +9+47.4% | Added |
| Indiana Trust & Investment Management CO | 30 | $2.86K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 30 | $2.86K | 0.00% | +30 | New |
| DHJJ Financial Advisors, Ltd. | 30 | $2.86K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 31 | $2.96K | 0.00% | −7−18.4% | Reduced |
| J.Safra Asset Management Corp | 34 | $3.25K | 0.00% | +34 | New |
| Key Financial Inc | 35 | $3.34K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 36 | $3.42K | 0.00% | −16−30.8% | Reduced |
| JPL Wealth Management, LLC | 36 | $3.44K | 0.00% | +36 | New |
| Ankerstar Wealth, LLC | 38 | $3.63K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 39 | $3.75K | 0.00% | +24+160.0% | Added |
| Avion Wealth | 43 | $4.00K | 0.00% | −14−24.6% | Reduced |
| Strategic Wealth Advisors LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 42 | $4.01K | 0.00% | +17+68.0% | Added |
| UMA Financial Services, Inc. | 43 | $4.10K | 0.00% | +19+79.2% | Added |
| Webster Bank, N. A. | 45 | $4.29K | 0.00% | −350−88.6% | Reduced |
| Cornerstone Planning Group LLC | 45 | $4.31K | 0.00% | −15−25.0% | Reduced |
| Private Wealth Management Group, LLC | 48 | $4.58K | 0.00% | +42+700.0% | Added |
| Grove Bank & Trust | 49 | $4.68K | 0.00% | −151−75.5% | Reduced |
| Fortitude Family Office, LLC | 49 | $4.68K | 0.00% | −15−23.4% | Reduced |
| First Command Advisory Services, Inc. | 50 | $4.77K | 0.00% | −900−94.7% | Reduced |
| Reyes Financial Architecture, Inc. | 50 | $4.77K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 50 | $4.77K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 50 | $4.77K | 0.00% | +2+4.2% | Added |
| Holos Integrated Wealth LLC | 50 | $4.87K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 51 | $4.88K | 0.00% | −49−49.0% | Reduced |
| Fortis Group Advisors, LLC | 55 | $5.25K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 55 | $5.25K | 0.00% | +5+10.0% | Added |
| WPG Advisers, LLC | 59 | $5.63K | 0.00% | +1+1.7% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 59 | $5.67K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 60 | $5.73K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 60 | $5.73K | 0.00% | −110−64.7% | Reduced |
| Compass Financial Management LLC | 62 | $5.92K | 0.00% | +62 | New |
| Spire Wealth Management | 62 | $5.94K | 0.00% | −120−65.9% | Reduced |
| Covestor Ltd | 67 | $6.00K | 0.00% | −32−32.3% | Reduced |
| Capital Advisors, Ltd. LLC | 65 | $6.00K | 0.00% | −20−23.5% | Reduced |
| Smithfield Trust Co | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 75 | $7.16K | 0.00% | −1,253−94.4% | Reduced |
| Duncker Streett & Co Inc | 75 | $7.16K | 0.00% | +75 | New |
| Pinnacle Wealth Planning Services, Inc. | 76 | $7.25K | 0.00% | −190−71.4% | Reduced |
| Pflug Koory, LLC | 80 | $7.63K | 0.00% | +30+60.0% | Added |
| Rialto Wealth Management, LLC | 81 | $7.73K | 0.00% | −4−4.7% | Reduced |
| Custom Index Systems, LLC | 89 | $8.49K | 0.00% | +89 | New |
