| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Darwin Advisors, LLC | 0 | $196 | 0.00% | 0 | New |
| 3 Factor Indexing, LLC | 1 | $221 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $221 | 0.00% | +1 | New |
| Mosley Wealth Management | 1 | $221 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $243 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $261 | 0.00% | −3−75.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1 | $281 | 0.00% | +1 | New |
| Cordant, Inc. | 2 | $365 | 0.00% | +2 | New |
| Retirement Wealth Solutions LLC | 2 | $442 | 0.00% | −3−60.0% | Reduced |
| Phillip James Consulting Co. | 2 | $442 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 2 | $442 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $442 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $462 | 0.00% | −2−50.0% | Reduced |
| Atomic Invest LLC | 3 | $610 | 0.00% | −12−80.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 3 | $662 | 0.00% | −187−98.4% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $662 | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 3 | $662 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $663 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $663 | 0.00% | +1+50.0% | Added |
| Spectrum Wealth Advisory Group, LLC | 3 | $683 | 0.00% | +3 | New |
| Quest 10 Wealth Builders, Inc. | 4 | $883 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 4 | $884 | 0.00% | +4 | New |
| Pin Oak Investment Advisors Inc | 3 | $1.00K | 0.00% | +3 | New |
| Aspect Partners, LLC | 5 | $1.10K | 0.00% | −6−54.5% | Reduced |
| McGuire Capital Advisors Inc | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $1.10K | 0.00% | +3+150.0% | Added |
| Morton Brown Family Wealth, LLC | 5 | $1.10K | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 6 | $1.32K | 0.00% | +6 | New |
| Atlas Capital Advisors LLC | 7 | $1.54K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $1.55K | 0.00% | −8−53.3% | Reduced |
| Caitlin John, LLC | 7 | $1.55K | 0.00% | −5−41.7% | Reduced |
| NVWM, LLC | 7 | $1.55K | 0.00% | −3−30.0% | Reduced |
| PayPay Securities Corp | 7 | $1.55K | 0.06% | −1−12.5% | Reduced |
| Sunrise Financial Services, LLC | 7 | $1.55K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 8 | $1.77K | 0.00% | −1−11.1% | Reduced |
| Tradewinds Capital Management, LLC | 8 | $1.77K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 8 | $1.77K | 0.00% | +8 | New |
| Markowski Investments | 8 | $1.77K | 0.00% | +8 | New |
| Evolution Wealth Management Inc. | 9 | $1.99K | 0.00% | +9 | New |
| Proathlete Wealth Management LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 10 | $2.21K | 0.00% | −77−88.5% | Reduced |
| Bayforest Capital Ltd | 10 | $2.21K | 0.00% | +9+900.0% | Added |
| American Capital Advisory, LLC | 10 | $2.21K | 0.00% | −3−23.1% | Reduced |
| Private Wealth Management Group, LLC | 10 | $2.21K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $2.21K | 0.00% | +5+100.0% | Added |
| Quaker Wealth Management, LLC | 11 | $2.43K | 0.00% | +2+22.2% | Added |
| Washington Trust Advisors, Inc. | 12 | $2.65K | 0.00% | −113−90.4% | Reduced |
| South State Corp. | 12 | $2.65K | 0.00% | −19−61.3% | Reduced |
| Godfrey Financial Associates, Inc. | 12 | $2.65K | 0.00% | −1−7.7% | Reduced |
| WestEnd Advisors, LLC | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 12 | $2.65K | 0.00% | +12 | New |
| Signature Resources Capital Management, LLC | 13 | $2.87K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 13 | $2.87K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 13 | $2.87K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 13 | $2.87K | 0.00% | +4+44.4% | Added |
| Creative Capital Management Investments LLC | 13 | $2.87K | 0.00% | +13 | New |
| Talon Private Wealth, LLC | 13 | $2.99K | 0.00% | +13 | New |
| Napier Financial, LLC | 14 | $3.09K | 0.00% | −2−12.5% | Reduced |
| Planning Strategies Inc. | 14 | $3.09K | 0.00% | +14 | New |
| Old Point Trust & Financial Services N A | 15 | $3.31K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 15 | $3.31K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 15 | $3.31K | 0.00% | +15 | New |
| Horizon Financial Services, LLC | 16 | $3.53K | 0.00% | +16 | New |
| Clark Wealth Partners | 18 | $3.98K | 0.00% | −4−18.2% | Reduced |
| 1 North Wealth Services LLC | 18 | $3.98K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 19 | $4.20K | 0.02% | −4−17.4% | Reduced |
| Concord Wealth Partners | 20 | $4.42K | 0.00% | +20 | New |
| Cedar Mountain Advisors, LLC | 21 | $4.64K | 0.00% | +2+10.5% | Added |
| Hurley Capital, LLC | 21 | $4.64K | 0.00% | +21 | New |
| Compass Financial Management LLC | 21 | $4.64K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $4.64K | 0.00% | 00.0% | Unchanged |
| Timbuktu Capital Management, LLC | 22 | $4.76K | 0.01% | +22 | New |
| Tiaa Trust, National Association | 23 | $5.08K | 0.00% | −16−41.0% | Reduced |
| Adirondack Trust Co | 23 | $5.08K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 26 | $5.74K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 26 | $5.74K | 0.00% | +26 | New |
| Torren Management, LLC | 28 | $6.09K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 28 | $6.18K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 29 | $6.34K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 29 | $6.40K | 0.00% | −60−67.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 29 | $6.40K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 31 | $6.84K | 0.00% | −13−29.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 32 | $7.07K | 0.00% | +26+433.3% | Added |
| Southern Michigan Bank & Trust | 33 | $7.29K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 33 | $7.29K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 33 | $7.29K | 0.00% | +5+17.9% | Added |
| Hughes Financial Services, LLC | 34 | $7.51K | 0.00% | −2−5.6% | Reduced |
| IMA Wealth, Inc. | 35 | $7.73K | 0.00% | −2−5.4% | Reduced |
| Atwood & Palmer Inc | 35 | $7.73K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 36 | $7.90K | 0.00% | −3−7.7% | Reduced |
| Gleason Group, Inc. | 37 | $8.17K | 0.00% | +37 | New |
| Ameriflex Group, Inc. | 37 | $8.19K | 0.00% | +12+48.0% | Added |
| Cape Investment Advisory, Inc. | 38 | $8.39K | 0.00% | +38 | New |
