| E Fund Management (Hong Kong) Co., Ltd. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $13 | 0.00% | 0 | Unchanged |
| Mendota Financial Group, LLC | 1 | $78 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $154 | 0.00% | −1−33.3% | Reduced |
| Annapolis Financial Services, LLC | 3 | $232 | 0.00% | +3 | New |
| Chesapeake Asset Management LLC | 5 | $385 | 0.00% | +5 | New |
| GPS Wealth Strategies Group, LLC | 5 | $389 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $405 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $474 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $618 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 10 | $772 | 0.00% | −7−41.2% | Reduced |
| NVWM, LLC | 10 | $772 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $926 | 0.00% | +12 | New |
| Valley National Advisers Inc | 17 | $1.00K | 0.00% | −170−90.9% | Reduced |
| Picton Mahoney Asset Management | 15 | $1.00K | 0.00% | +15 | New |
| Pinnacle Financial Partners Inc | 14 | $1.08K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 14 | $1.08K | 0.00% | +14 | New |
| JDM Financial Group LLC | 14 | $1.08K | 0.00% | +14 | New |
| Wolff Wiese Magana LLC | 15 | $1.16K | 0.00% | −44−74.6% | Reduced |
| Trifecta Capital Advisors, LLC | 16 | $1.24K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 18 | $1.48K | 0.00% | +18 | New |
| Legacy Wealth Managment, LLC | 18 | $1.48K | 0.00% | +18 | New |
| Boyd Watterson Asset Management LLC | 21 | $1.62K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 21 | $1.62K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 22 | $1.70K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 26 | $2.01K | 0.00% | +26 | New |
| Pineridge Advisors LLC | 28 | $2.13K | 0.00% | +1+3.7% | Added |
| Peterson Financial Group, Inc. | 30 | $2.29K | 0.01% | +30 | New |
| Frazier Financial Advisors, LLC | 32 | $2.47K | 0.00% | −49−60.5% | Reduced |
| Paladin Advisory Group, LLC | 35 | $2.70K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 38 | $2.93K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 38 | $2.93K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 46 | $3.13K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 41 | $3.16K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 41 | $3.16K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $3.40K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 50 | $3.86K | 0.00% | +50 | New |
| Avion Wealth | 61 | $4.00K | 0.00% | +14+29.8% | Added |
| SJS Investment Consulting Inc. | 53 | $4.09K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 58 | $4.48K | 0.00% | +58 | New |
| MCF Advisors LLC | 62 | $4.79K | 0.00% | −5−7.5% | Reduced |
| Aspire Private Capital, LLC | 65 | $5.04K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 67 | $5.17K | 0.00% | −11,592−99.4% | Reduced |
| Oakworth Capital, Inc. | 70 | $5.40K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 71 | $5.48K | 0.00% | +15+26.8% | Added |
| Asset Dedication, LLC | 72 | $5.56K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 85 | $6.56K | 0.00% | +85 | New |
| Concord Wealth Partners | 86 | $6.64K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 87 | $6.71K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 88 | $6.79K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 89 | $6.87K | 0.00% | −1,504−94.4% | Reduced |
| Talon Private Wealth, LLC | 89 | $6.87K | 0.00% | +89 | New |
| St Germain D J Co Inc | 93 | $7.18K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 97 | $7.49K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 99 | $7.64K | 0.00% | +99 | New |
| Bare Financial Services, Inc | 100 | $7.72K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 100 | $7.72K | 0.00% | −1−1.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $7.72K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $7.72K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $7.72K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 104 | $8.01K | 0.00% | +54+108.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 104 | $8.08K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 106 | $8.18K | 0.01% | +29+37.7% | Added |
| Evermay Wealth Management LLC | 120 | $9.26K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 121 | $9.34K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 124 | $9.57K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 125 | $9.65K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 125 | $9.65K | 0.00% | +9+7.8% | Added |
| PSI Advisors, LLC | 137 | $10.5K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 139 | $10.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 139 | $10.7K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 142 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 142 | $11.0K | 0.00% | +142 | New |
| Glen Eagle Advisors, LLC | 143 | $11.0K | 0.00% | +1+0.7% | Added |
| AdvisorNet Financial, Inc | 146 | $11.3K | 0.00% | +101+224.4% | Added |
| Brown Brothers Harriman & Co | 148 | $11.4K | 0.00% | +78+111.4% | Added |
| Abound Wealth Management | 154 | $11.9K | 0.00% | +30+24.2% | Added |
| Northwest Bank & Trust Co | 155 | $12.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 155 | $12.0K | 0.00% | +42+37.2% | Added |
| Tortoise Investment Management, LLC | 160 | $12.3K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 161 | $12.4K | 0.01% | −1,088−87.1% | Reduced |
| JFS Wealth Advisors, LLC | 167 | $12.9K | 0.00% | +14+9.2% | Added |
| Hall Laurie J Trustee | 170 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 177 | $13.7K | 0.00% | +27+18.0% | Added |
| Lummis Asset Management, LP | 180 | $13.9K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 185 | $14.3K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 194 | $15.0K | 0.00% | +194 | New |
| Matrix Trust Co | 189 | $15.0K | 0.00% | +189 | New |
| Old Point Trust & Financial Services N A | 200 | $15.4K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 216 | $16.0K | 0.00% | +216 | New |
| Red Tortoise LLC | 214 | $16.5K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 221 | $17.1K | 0.01% | +1+0.5% | Added |
| Operose Advisors LLC | 225 | $17.4K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 234 | $18.1K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 240 | $18.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 243 | $18.8K | 0.00% | +75+44.6% | Added |
| CoreFirst Bank & Trust | 256 | $19.8K | 0.01% | +256 | New |