| Stone House Investment Management, LLC | 1 | $25 | 0.00% | +1 | New |
| Creative Financial Designs Inc | 5 | $145 | 0.00% | −338−98.5% | Reduced |
| GoalVest Advisory LLC | 6 | $173 | 0.00% | +6 | New |
| Perkins Coie Trust Co | 8 | $231 | 0.00% | +8 | New |
| Blume Capital Management, Inc. | 8 | $232 | 0.00% | −146−94.8% | Reduced |
| Wolff Wiese Magana LLC | 10 | $289 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 10 | $289 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 10 | $289 | 0.00% | +10 | New |
| Whittier Trust Co of Nevada Inc | 11 | $317 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $405 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $405 | 0.00% | +14 | New |
| Aventura Private Wealth, LLC | 15 | $434 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $462 | 0.00% | +16 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22 | $635 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 28 | $724 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 27 | $780 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 33 | $954 | 0.00% | +33 | New |
| Avion Wealth | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 35 | $1.01K | 0.00% | +15+75.0% | Added |
| Raffa Wealth Management, LLC | 36 | $1.04K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 36 | $1.04K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 37 | $1.08K | 0.00% | −582−94.0% | Reduced |
| Founders Capital Management | 39 | $1.11K | 0.00% | +1+2.6% | Added |
| Clark Wealth Partners | 39 | $1.13K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 40 | $1.16K | 0.00% | +5+14.3% | Added |
| Garde Capital, Inc. | 40 | $1.16K | 0.00% | +40 | New |
| Orion Capital Management LLC | 41 | $1.19K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 44 | $1.27K | 0.00% | +44 | New |
| Moisand Fitzgerald Tamayo, LLC | 49 | $1.42K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 54 | $1.56K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 57 | $1.65K | 0.00% | +7+14.0% | Added |
| TFC Financial Management | 57 | $1.66K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 58 | $1.68K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 64 | $1.85K | 0.00% | +64 | New |
| Valley National Advisers Inc | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 70 | $2.02K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 70 | $2.02K | 0.00% | +70 | New |
| Continuum Advisory, LLC | 77 | $2.23K | 0.00% | +66+600.0% | Added |
| Prestige Wealth Management Group LLC | 85 | $2.46K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 88 | $2.56K | 0.00% | −8−8.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 89 | $2.57K | 0.00% | +2+2.3% | Added |
| New Millennium Group LLC | 91 | $2.63K | 0.00% | −350−79.4% | Reduced |
| Granite FO LLC | 92 | $2.66K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 93 | $2.69K | 0.00% | −179−65.8% | Reduced |
| Synergy Investment Management, LLC | 94 | $2.72K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 97 | $2.80K | 0.00% | +65+203.1% | Added |
| WPG Advisers, LLC | 97 | $2.80K | 0.00% | +81+506.3% | Added |
| Crews Bank & Trust | 100 | $2.89K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 100 | $2.89K | 0.00% | +100 | New |
| Winch Advisory Services, LLC | 101 | $2.91K | 0.00% | +1+1.0% | Added |
| TSFG, LLC | 100 | $3.00K | 0.00% | −50−33.3% | Reduced |
| Capital Advisors, Ltd. LLC | 98 | $3.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 110 | $3.00K | 0.00% | +110 | New |
| Vermillion & White Wealth Management Group, LLC | 104 | $3.01K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 106 | $3.06K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 108 | $3.12K | 0.00% | −116−51.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 110 | $3.18K | 0.00% | +110 | New |
| Kestra Investment Management, LLC | 114 | $3.29K | 0.00% | +14+14.0% | Added |
| Asset Dedication, LLC | 116 | $3.35K | 0.00% | −601−83.8% | Reduced |
| Aspect Partners, LLC | 117 | $3.38K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 120 | $3.47K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 124 | $3.58K | 0.00% | +124 | New |
| Highline Wealth Partners LLC | 129 | $3.73K | 0.00% | +129 | New |
| Roble, Belko & Company, Inc | 154 | $4.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 141 | $4.07K | 0.00% | +1+0.7% | Added |
| Dunhill Financial, LLC | 145 | $4.19K | 0.00% | +21+16.9% | Added |
| Tidemark, LLC | 164 | $4.74K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 172 | $4.97K | 0.00% | +18+11.7% | Added |
| PrairieView Partners, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 184 | $5.32K | 0.00% | +184 | New |
| Whipplewood Advisors, LLC | 63 | $5.43K | 0.00% | −125−66.5% | Reduced |
| Kentucky Trust Co | 200 | $5.78K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 218 | $6.00K | 0.00% | +218 | New |
| Valued Wealth Advisors LLC | 212 | $6.12K | 0.00% | +28+15.2% | Added |
| Cheviot Value Management, LLC | 250 | $6.32K | 0.00% | +250 | New |
| Cape Investment Advisory, Inc. | 219 | $6.33K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 221 | $6.39K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 222 | $6.42K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 227 | $6.56K | 0.00% | −72−24.1% | Reduced |
| First Financial Corp | 227 | $6.56K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 232 | $6.71K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 233 | $6.73K | 0.00% | +200+606.1% | Added |
| Activest Wealth Management | 236 | $6.82K | 0.00% | +236 | New |
| Marshall & Sterling Wealth Advisors Inc. | 257 | $7.43K | 0.01% | +257 | New |
| Clearstead Advisors, LLC | 258 | $7.46K | 0.00% | −12−4.4% | Reduced |
| CNB Bank | 260 | $7.51K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 274 | $7.92K | 0.00% | +274 | New |
| Cromwell Holdings LLC | 274 | $7.92K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 278 | $8.04K | 0.00% | −101−26.6% | Reduced |
| Sierra Ocean, LLC | 284 | $8.23K | 0.01% | +93+48.7% | Added |
| Saudi Central Bank | 290 | $8.38K | 0.04% | +290 | New |
| ORG Partners LLC | 292 | $8.54K | 0.00% | −587−66.8% | Reduced |
| Glen Eagle Advisors, LLC | 300 | $8.67K | 0.00% | −300−50.0% | Reduced |
| Sofos Investments, Inc. | 301 | $8.70K | 0.00% | +301 | New |
| Atlas Capital Advisors LLC | 308 | $8.90K | 0.00% | +308 | New |
| Meeder Asset Management Inc | 318 | $9.19K | 0.00% | +318 | New |
| Glass Jacobson Investment Advisors llc | 361 | $9.22K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 339 | $9.45K | 0.00% | −10,361−96.8% | Reduced |
| HHM Wealth Advisors, LLC | 345 | $9.98K | 0.00% | +2+0.6% | Added |