| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $199 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1 | $199 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1 | $199 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $199 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $200 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1 | $253 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2 | $399 | 0.00% | −8−80.0% | Reduced |
| WestEnd Advisors, LLC | 2 | $399 | 0.00% | +1+100.0% | Added |
| Rossby Financial, LCC | 2 | $399 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $493 | 0.00% | +1+100.0% | Added |
| Clark Wealth Partners | 3 | $598 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $598 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 3 | $598 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 3 | $599 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 3 | $599 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $599 | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 4 | $798 | 0.00% | +4 | New |
| Bartlett & Co. Wealth Management LLC | 5 | $997 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $997 | 0.00% | +2+66.7% | Added |
| Avion Wealth | 7 | $1.00K | 0.00% | +3+75.0% | Added |
| IFC & Insurance Marketing, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| RMG Wealth Management LLC | 5 | $1.13K | 0.00% | +5 | New |
| Gould Capital, LLC | 6 | $1.20K | 0.00% | −27−81.8% | Reduced |
| Manchester Capital Management LLC | 6 | $1.20K | 0.00% | −10−62.5% | Reduced |
| Sunbelt Securities, Inc. | 6 | $1.20K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $1.20K | 0.00% | +6 | New |
| Abound Wealth Management | 7 | $1.30K | 0.00% | +2+40.0% | Added |
| Colonial Trust Co | 7 | $1.40K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 7 | $1.40K | 0.00% | +7 | New |
| Johnson Financial Group, Inc. | 7 | $1.40K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.40K | 0.00% | +2+40.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $1.60K | 0.00% | +5+166.7% | Added |
| SBI Securities Co., Ltd. | 9 | $1.79K | 0.00% | −3−25.0% | Reduced |
| First Command Advisory Services, Inc. | 9 | $1.79K | 0.00% | +9 | New |
| Retirement Wealth Solutions LLC | 9 | $1.80K | 0.00% | +2+28.6% | Added |
| Clayton Financial Group LLC | 9 | $1.80K | 0.00% | +9 | New |
| Clearstead Advisors, LLC | 10 | $2.00K | 0.00% | −36−78.3% | Reduced |
| Wealth Watch Advisors, INC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 11 | $2.19K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $2.19K | 0.00% | +1+10.0% | Added |
| Frazier Financial Advisors, LLC | 11 | $2.26K | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 11 | $2.39K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 12 | $2.39K | 0.00% | −5−29.4% | Reduced |
| Medallion Wealth Advisors, LLC | 12 | $2.39K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $2.59K | 0.00% | +2+18.2% | Added |
| Whittier Trust Co of Nevada Inc | 13 | $2.81K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 15 | $2.99K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 16 | $3.19K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 16 | $3.19K | 0.00% | +16 | New |
| Transamerica Financial Advisors, Inc. | 18 | $3.59K | 0.00% | +4+28.6% | Added |
| Kingdom Financial Group LLC. | 18 | $3.59K | 0.00% | +18 | New |
| Steigerwald, Gordon & Koch Inc. | 19 | $3.79K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 20 | $3.99K | 0.00% | +20 | New |
| Pacific Center for Financial Services | 26 | $4.07K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 21 | $4.19K | 0.00% | +5+31.3% | Added |
| Bravera Wealth | 23 | $4.59K | 0.00% | +23 | New |
| ZRC Wealth Management, LLC | 24 | $4.79K | 0.00% | +3+14.3% | Added |
| Legacy Bridge, LLC | 24 | $4.79K | 0.00% | +24 | New |
| Tidemark, LLC | 25 | $4.99K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 25 | $4.99K | 0.00% | +25 | New |
| ORG Partners LLC | 26 | $5.18K | 0.00% | −13−33.3% | Reduced |
| Harbor Investment Advisory, LLC | 26 | $5.19K | 0.00% | −276−91.4% | Reduced |
| GHP Investment Advisors, Inc. | 26 | $5.19K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $5.79K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 29 | $5.79K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 29 | $5.79K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 29 | $5.79K | 0.00% | +29 | New |
| WPG Advisers, LLC | 30 | $5.98K | 0.00% | −2−6.3% | Reduced |
| UMA Financial Services, Inc. | 30 | $5.99K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 30 | $5.99K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 31 | $6.18K | 0.00% | +15+93.8% | Added |
| JFS Wealth Advisors, LLC | 31 | $6.18K | 0.00% | +17+121.4% | Added |
| Strategic Wealth Partners, Ltd. | 32 | $6.38K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 34 | $6.43K | 0.00% | +34 | New |
| Ameriflex Group, Inc. | 34 | $6.78K | 0.00% | −34−50.0% | Reduced |
| Bell Investment Advisors, Inc | 37 | $7.38K | 0.00% | −13−26.0% | Reduced |
| Fideuram Asset Management (Ireland) dac | 45 | $8.54K | 0.00% | +45 | New |
| T. Rowe Price Investment Management, Inc. | 41 | $9.00K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 47 | $9.33K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 51 | $10.2K | 0.00% | −1−1.9% | Reduced |
| Piscataqua Savings Bank | 55 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 57 | $11.4K | 0.00% | +46+418.2% | Added |
| AdvisorNet Financial, Inc | 59 | $11.8K | 0.00% | +4+7.3% | Added |
| Crews Bank & Trust | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 61 | $12.7K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 65 | $13.0K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 70 | $14.0K | 0.00% | +70 | New |
| DV Equities, LLC | 70 | $14.0K | 0.00% | +70 | New |
| Westside Investment Management, Inc. | 72 | $14.5K | 0.00% | +10+16.1% | Added |
| Westfuller Advisors, LLC | 73 | $14.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 74 | $14.8K | 0.00% | −12−14.0% | Reduced |
| MV Capital Management, Inc. | 77 | $15.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 82 | $16.4K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 86 | $17.2K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 90 | $18.1K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 91 | $18.2K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 94 | $18.8K | 0.00% | +94 | New |
| GoalVest Advisory LLC | 99 | $19.7K | 0.00% | +99 | New |