| HBC Financial Services, PLLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| Old North State Trust, LLC | 6 | $472 | 0.38% | −5,641−99.9% | Reduced |
| Laffer Tengler Investments | 10 | $894 | 0.00% | −6,997−99.9% | Reduced |
| Curi Capital | 20 | $1.00K | 0.00% | −16−44.4% | Reduced |
| Cribstone Capital Management, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Schubert & Co | 19 | $2.00K | 0.00% | +4+26.7% | Added |
| Atlas Capital Advisors LLC | 28 | $2.38K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 36 | $3.00K | 0.00% | −86−70.5% | Reduced |
| Eukles Asset Management | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Cordant, Inc. | 31 | $3.00K | 0.00% | +31 | New |
| Beacon Capital Management, LLC | 36 | $3.00K | 0.00% | +36 | New |
| Beaird Harris Wealth Management, LLC | 50 | $4.00K | 0.00% | −59−54.1% | Reduced |
| TFC Financial Management | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 42 | $4.00K | 0.00% | +9+27.3% | Added |
| Bradley & Co. Private Wealth Management, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 41 | $4.00K | 0.00% | +41 | New |
| Estabrook Capital Management | 52 | $4.42K | 0.00% | +52 | New |
| Icapital Wealth LLC | 52 | $4.56K | 0.00% | +52 | New |
| San Luis Wealth Advisors LLC | 69 | $5.00K | 0.00% | +69 | New |
| Raffa Wealth Management, LLC | 67 | $5.69K | 0.00% | +33+97.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 73 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 66 | $6.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 72 | $6.00K | 0.00% | +72 | New |
| Cedar Mountain Advisors, LLC | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 85 | $7.00K | 0.00% | +85 | New |
| GHP Investment Advisors, Inc. | 79 | $7.00K | 0.00% | +79 | New |
| Ulland Investment Advisors, LLC | 80 | $7.00K | 0.01% | +80 | New |
| Pin Oak Investment Advisors Inc | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 92 | $8.00K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 85 | $8.00K | 0.00% | +21+32.8% | Added |
| Worth Asset Management, LLC | 100 | $8.00K | 0.01% | +100 | New |
| Centerpoint Advisors, LLC | 110 | $9.00K | 0.00% | −133−54.7% | Reduced |
| RWM Asset Management, LLC | 105 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 133 | $11.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 130 | $11.0K | 0.01% | +130 | New |
| American National Bank | 138 | $12.0K | 0.00% | +33+31.4% | Added |
| Fairfield Financial Advisors, LTD | 145 | $12.3K | 0.00% | +145 | New |
| Stephens Consulting, LLC | 146 | $12.4K | 0.01% | +122+508.3% | Added |
| Tucker Asset Management LLC | 147 | $12.5K | 0.00% | +56+61.5% | Added |
| Rockbridge Investment Management, LCC | 149 | $12.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $13.0K | 0.00% | – | – |
| MUFG Americas Holdings Corp | 162 | $14.0K | 0.00% | −693−81.1% | Reduced |
| American Research & Management Co. | 166 | $14.0K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 167 | $14.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 171 | $14.0K | 0.00% | +167+4,175.0% | Added |
| Bellwether Advisors, LLC | 196 | $16.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 203 | $17.0K | 0.00% | −5−2.4% | Reduced |
| RE Dickinson Investment Advisors, LLC | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 197 | $17.0K | 0.01% | +2+1.0% | Added |
| Charter Oak Capital Management, LLC | 207 | $17.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 213 | $18.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 213 | $18.1K | 0.01% | +1+0.5% | Added |
| JJJ Advisors Inc. | 221 | $19.0K | 0.01% | 00.0% | Unchanged |
| Siena Capital LLC | 228 | $19.0K | 0.01% | +228 | New |
| Legacy Bridge, LLC | 245 | $21.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 245 | $21.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 249 | $21.0K | 0.01% | +249 | New |
| Heritage Wealth Management, LLC | 242 | $21.0K | 0.01% | +242 | New |
| Halpern Financial, Inc. | 256 | $21.8K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 264 | $22.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 252 | $22.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 252 | $22.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 264 | $22.0K | 0.00% | +91+52.6% | Added |
| IndexIQ Advisors LLC | 258 | $22.0K | 0.00% | +258 | New |
| Moisand Fitzgerald Tamayo, LLC | 271 | $23.0K | 0.01% | −241−47.1% | Reduced |
| PrairieView Partners, LLC | 274 | $23.0K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 274 | $23.0K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 267 | $23.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 266 | $23.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 276 | $23.0K | 0.00% | +276 | New |
| Oliver Lagore Vanvalin Investment Group | 265 | $23.0K | 0.02% | +265 | New |
| Miller Wealth Advisors, LLC | 280 | $24.0K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 290 | $25.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 302 | $25.0K | 0.01% | +302 | New |
| Baystate Wealth Management LLC | 317 | $27.0K | 0.00% | −3,126−90.8% | Reduced |
| Disciplined Investments, LLC | 316 | $27.0K | 0.01% | +28+9.7% | Added |
| Blume Capital Management, Inc. | 318 | $27.0K | 0.01% | +318 | New |
| DeDora Capital, Inc. | 319 | $27.0K | 0.01% | +319 | New |
| SRS Capital Advisors, Inc. | 329 | $28.0K | 0.00% | −39−10.6% | Reduced |
| McIlrath & Eck, LLC | 325 | $28.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 346 | $29.0K | 0.01% | −209−37.7% | Reduced |
| Sit Investment Associates Inc | 349 | $30.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 360 | $31.4K | 0.01% | 00.0% | Unchanged |
| West Bancorporation Inc | 385 | $33.0K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 385 | $33.0K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 399 | $34.0K | 0.02% | 00.0% | Unchanged |