| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Annapolis Financial Services, LLC | 1 | $122 | 0.00% | +1 | New |
| TruNorth Capital Management, LLC | 1 | $225 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $225 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $225 | 0.00% | +1 | New |
| First Personal Financial Services | 1 | $226 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $450 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $450 | 0.00% | +1+100.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 2 | $450 | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 2 | $456 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $566 | 0.00% | +3 | New |
| Laurel Wealth Advisors LLC | 3 | $676 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $699 | 0.00% | −5−62.5% | Reduced |
| Beacon Capital Management, LLC | 4 | $900 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 4 | $901 | 0.00% | +4 | New |
| TD Capital Management LLC | 4 | $904 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $908 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 5 | $1.00K | 0.00% | +5 | New |
| Legacy Investment Solutions, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Legacy Wealth Managment, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Aspect Partners, LLC | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5 | $1.13K | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $1.58K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $1.58K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 8 | $1.80K | 0.00% | +8 | New |
| Plante Moran Financial Advisors, LLC | 9 | $2.11K | 0.00% | +9 | New |
| Ridgewood Investments LLC | 10 | $2.25K | 0.00% | −8−44.4% | Reduced |
| Tacita Capital Inc | 10 | $2.25K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 11 | $2.48K | 0.00% | +11 | New |
| Provenance Wealth Advisors, LLC | 12 | $2.70K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 12 | $2.70K | 0.00% | +12 | New |
| VitalStone Financial, LLC | 12 | $2.70K | 0.00% | +12 | New |
| TFC Financial Management | 12 | $2.71K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 13 | $2.93K | 0.00% | −3−18.8% | Reduced |
| Penserra Capital Management LLC | 15 | $3.00K | 0.00% | −1,622−99.1% | Reduced |
| Financial Management Professionals, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $3.15K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 14 | $3.15K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 15 | $3.38K | 0.00% | −15−50.0% | Reduced |
| American Capital Advisory, LLC | 16 | $3.60K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 16 | $3.60K | 0.00% | +16 | New |
| Reuter James Wealth Management, LLC | 18 | $4.05K | 0.00% | +18 | New |
| Trifecta Capital Advisors, LLC | 20 | $4.50K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 22 | $4.95K | 0.01% | −7−24.1% | Reduced |
| WR Wealth Planners, LLC | 22 | $4.95K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 23 | $5.18K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 23 | $5.18K | 0.00% | +1+4.5% | Added |
| Global Financial Private Client, LLC | 24 | $5.40K | 0.00% | +24 | New |
| Redmont Wealth Advisors LLC | 25 | $5.63K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 25 | $5.63K | 0.00% | +25 | New |
| Creekmur Asset Management LLC | 26 | $5.85K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 28 | $6.30K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 28 | $6.30K | 0.00% | +28 | New |
| Cherry Tree Wealth Management, LLC | 29 | $6.53K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 29 | $6.53K | 0.00% | +3+11.5% | Added |
| Avion Wealth | 35 | $7.00K | 0.00% | +6+20.7% | Added |
| Caldwell Sutter Capital, Inc. | 32 | $7.20K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 32 | $7.20K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 32 | $7.20K | 0.00% | +24+300.0% | Added |
| Richardson Financial Services Inc. | 32 | $7.21K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 35 | $7.88K | 0.00% | −1,085−96.9% | Reduced |
| Chilton Capital Management LLC | 35 | $7.88K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 39 | $8.78K | 0.00% | +39 | New |
| Atticus Wealth Management, LLC | 40 | $9.00K | 0.00% | −5−11.1% | Reduced |
| Cetera Trust Company, N.A | 41 | $9.23K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 43 | $9.68K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 43 | $9.68K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 42 | $9.73K | 0.00% | −11−20.8% | Reduced |
| Grove Bank & Trust | 44 | $9.90K | 0.00% | +44 | New |
| Asset Dedication, LLC | 45 | $10.1K | 0.00% | −5−10.0% | Reduced |
| Meeder Asset Management Inc | 45 | $10.1K | 0.00% | +4+9.8% | Added |
| Raleigh Capital Management Inc. | 45 | $10.1K | 0.00% | +6+15.4% | Added |
| Itau Unibanco Holding S.A. | 45 | $10.1K | 0.00% | +45 | New |
| Sugarloaf Wealth Management, LLC | 46 | $10.4K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 46 | $10.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 50 | $11.0K | 0.00% | −27−35.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 50 | $11.3K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 55 | $12.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 57 | $13.0K | 0.00% | +52+1,040.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 60 | $13.5K | 0.01% | −18−23.1% | Reduced |
| Stephens Consulting, LLC | 60 | $13.5K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 65 | $14.6K | 0.01% | −10−13.3% | Reduced |
| Pineridge Advisors LLC | 65 | $14.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 65 | $14.7K | 0.00% | +5+8.3% | Added |
| Oarsman Capital, Inc. | 66 | $14.9K | 0.00% | +66 | New |
| Pinnacle Bancorp, Inc. | 70 | $15.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 72 | $16.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 73 | $16.4K | 0.00% | +2+2.8% | Added |
| Hoese & Co LLP | 75 | $16.9K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 77 | $17.2K | 0.00% | +4+5.5% | Added |
| Hexagon Capital Partners LLC | 78 | $17.6K | 0.00% | +13+20.0% | Added |
| Dunhill Financial, LLC | 79 | $17.9K | 0.01% | +20+33.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 81 | $18.0K | 0.01% | +5+6.6% | Added |
| Peterson Financial Group, Inc. | 81 | $18.2K | 0.07% | +81 | New |
| Sittner & Nelson, LLC | 85 | $19.1K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 88 | $19.8K | 0.00% | −1−1.1% | Reduced |
| Center for Financial Planning, Inc. | 88 | $19.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 90 | $20.0K | 0.00% | +6+7.1% | Added |