| HBC Financial Services, PLLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 10 | $740 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 11 | $761 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $1.00K | 0.00% | −4−33.3% | Reduced |
| Lumature Wealth Partners, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 13 | $1.00K | 0.00% | +4+44.4% | Added |
| Sargent Bickham Lagudis LLC | 19 | $1.00K | 0.00% | +19 | New |
| Sierra Capital LLC | 13 | $1.00K | 0.00% | +13 | New |
| Delos Wealth Advisors, LLC | 12 | $1.00K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Atlas Capital Advisors LLC | 28 | $1.94K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 29 | $2.00K | 0.00% | −5−14.7% | Reduced |
| Loomis Sayles & Co L P | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 29 | $2.00K | 0.00% | +29 | New |
| Beaird Harris Wealth Management, LLC | 50 | $3.00K | 0.00% | −65−56.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 52 | $3.59K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stapp Wealth Management, PLLC | 59 | $4.00K | 0.01% | +59 | New |
| Absolute Capital Management, LLC | 63 | $4.48K | 0.01% | +63 | New |
| Raffa Wealth Management, LLC | 67 | $4.63K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 81 | $5.60K | 0.00% | −300−78.7% | Reduced |
| Antonetti Capital Management LLC | 92 | $6.00K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 83 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 100 | $7.00K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 105 | $7.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 100 | $7.00K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 100 | $7.00K | 0.01% | 00.0% | Unchanged |
| Selway Asset Management | 100 | $7.00K | 0.00% | +100 | New |
| DT Investment Partners, LLC | 100 | $7.00K | 0.00% | +100 | New |
| Abound Wealth Management | 113 | $7.81K | 0.00% | +113 | New |
| Centerpoint Advisors, LLC | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 136 | $9.00K | 0.00% | +112+466.7% | Added |
| JJJ Advisors Inc. | 151 | $10.0K | 0.00% | −22−12.7% | Reduced |
| TSFG, LLC | 150 | $10.0K | 0.00% | −19−11.2% | Reduced |
| Fairfield Financial Advisors, LTD | 145 | $10.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 166 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 157 | $11.0K | 0.00% | +84+115.1% | Added |
| Morton Brown Family Wealth, LLC | 159 | $11.0K | 0.01% | +78+96.3% | Added |
| Eagle Bay Advisors LLC | 174 | $12.0K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 167 | $12.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 170 | $12.0K | 0.00% | +32+23.2% | Added |
| USA Financial Portformulas Corp | 180 | $12.0K | 0.02% | +175+3,500.0% | Added |
| Activest Wealth Management | 180 | $12.0K | 0.00% | +180 | New |
| Stephens Consulting, LLC | 177 | $12.2K | 0.01% | 00.0% | Unchanged |
| Siena Capital LLC | 186 | $13.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $13.8K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 198 | $14.0K | 0.00% | −588−74.8% | Reduced |
| Winch Advisory Services, LLC | 199 | $14.0K | 0.01% | +1+0.5% | Added |
| First PREMIER Bank | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 217 | $15.0K | 0.01% | +2+0.9% | Added |
| Professional Financial Advisors, LLC | 213 | $15.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 214 | $15.0K | 0.00% | +13+6.5% | Added |
| Dark Forest Capital Management LP | 222 | $15.0K | 0.00% | +222 | New |
| Legacy Bridge, LLC | 245 | $17.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 245 | $17.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 267 | $18.0K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 264 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 253 | $18.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 252 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 281 | $19.0K | 0.01% | −143−33.7% | Reduced |
| McIlrath & Eck, LLC | 269 | $19.0K | 0.01% | −56−17.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 278 | $19.0K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 274 | $19.0K | 0.18% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 279 | $19.0K | 0.00% | +13+4.9% | Added |
| New England Asset Management Inc | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 307 | $21.0K | 0.01% | +2+0.7% | Added |
| Tilia Fiduciary Partners, Inc. | 330 | $21.0K | 0.02% | +40+13.8% | Added |
| Baystate Wealth Management LLC | 323 | $22.0K | 0.00% | +3+0.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 312 | $22.0K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 280 | $22.0K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 349 | $24.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 378 | $26.0K | 0.01% | +56+17.4% | Added |
| JNBA Financial Advisors | 370 | $26.0K | 0.00% | +170+85.0% | Added |
| Covestor Ltd | 396 | $27.0K | 0.02% | −1,970−83.3% | Reduced |
| West Bancorporation Inc | 385 | $27.0K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 385 | $27.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 400 | $28.0K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 415 | $29.0K | 0.01% | −150−26.5% | Reduced |
| Clearview Wealth Advisors LLC | 421 | $29.0K | 0.02% | +1+0.2% | Added |
| Wolff Wiese Magana LLC | 414 | $29.0K | 0.02% | +15+3.8% | Added |
| Axiom Investment Management LLC | 408 | $29.0K | 0.06% | +408 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 430 | $30.0K | 0.00% | −3,900−90.1% | Reduced |
| Pinebridge Investments, L.P. | 439 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 440 | $30.8K | 0.01% | +293+199.3% | Added |
| Core Alternative Capital | 455 | $31.0K | 0.00% | −529−53.8% | Reduced |
| Archer Investment Corp | 460 | $31.8K | 0.01% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 459 | $32.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 480 | $33.0K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 497 | $34.0K | 0.01% | −33−6.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 495 | $34.0K | 0.02% | +3+0.6% | Added |