| Davis Capital Management | 1 | $612 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $612 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $612 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $612 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $612 | 0.00% | +1 | New |
| USA Financial Portformulas Corp | 1 | $612 | 0.00% | +1 | New |
| Basecamp Wealth Advisors LLC | 1 | $612 | 0.00% | +1 | New |
| HHM Wealth Advisors, LLC | 2 | $1.22K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $1.22K | 0.00% | +1+100.0% | Added |
| Westside Investment Management, Inc. | 2 | $1.22K | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 2 | $1.22K | 0.00% | +2 | New |
| SHP Wealth Management | 2 | $1.22K | 0.00% | +2 | New |
| Rachor Investment Advisory Services, LLC | 2 | $1.22K | 0.00% | +2 | New |
| Optima Capital LLC | 2 | $1.22K | 0.00% | +2 | New |
| Byrne Asset Management LLC | 3 | $1.83K | 0.00% | −3−50.0% | Reduced |
| Picton Mahoney Asset Management | 3 | $1.83K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $1.83K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $1.83K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 3 | $1.83K | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 4 | $2.45K | 0.00% | −42−91.3% | Reduced |
| Aspect Partners, LLC | 4 | $2.45K | 0.00% | +1+33.3% | Added |
| Atlas Capital Advisors LLC | 4 | $2.45K | 0.00% | +4 | New |
| ORG Partners LLC | 5 | $3.06K | 0.00% | +1+25.0% | Added |
| Hollencrest Capital Management | 5 | $3.06K | 0.00% | −1,126−99.6% | Reduced |
| Hughes Financial Services, LLC | 5 | $3.06K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 5 | $3.06K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $3.06K | 0.00% | +4+400.0% | Added |
| Carolina Wealth Advisors, LLC | 5 | $3.06K | 0.00% | +5 | New |
| Cornerstone Financial Management LLC | 5 | $3.06K | 0.00% | +5 | New |
| Dunhill Financial, LLC | 6 | $3.67K | 0.00% | +5+500.0% | Added |
| Trust Co of Vermont | 6 | $3.67K | 0.00% | +6 | New |
| Evolution Wealth Management Inc. | 6 | $3.67K | 0.00% | +6 | New |
| Bartlett & Co. Wealth Management LLC | 6 | $3.67K | 0.00% | +6 | New |
| Valley National Advisers Inc | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7 | $4.28K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 7 | $4.29K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 9 | $4.33K | 0.00% | +9 | New |
| Accent Capital Management, LLC | 8 | $4.89K | 0.00% | −13−61.9% | Reduced |
| Cromwell Holdings LLC | 8 | $4.89K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 8 | $4.89K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $4.89K | 0.00% | +3+60.0% | Added |
| Rossby Financial, LCC | 8 | $4.89K | 0.00% | +4+100.0% | Added |
| McGuire Capital Advisors Inc | 8 | $4.89K | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 8 | $4.89K | 0.00% | +4+100.0% | Added |
| Nvest Wealth Strategies, Inc. | 8 | $4.89K | 0.00% | +8 | New |
| POM Investment Strategies, LLC | 8 | $4.90K | 0.00% | +8 | New |
| Avion Wealth | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 9 | $5.51K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 9 | $5.51K | 0.00% | +9 | New |
| Capital Advisors, Ltd. LLC | 9 | $6.00K | 0.00% | +6+200.0% | Added |
| Motiv8 Investments LLC | 9 | $6.00K | 0.00% | +9 | New |
| Newbridge Financial Services Group, Inc. | 10 | $6.12K | 0.00% | −100−90.9% | Reduced |
| Groupe la Francaise | 10 | $6.12K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $6.12K | 0.00% | +1+11.1% | Added |
| Chilton Capital Management LLC | 11 | $6.73K | 0.00% | +11 | New |
| FWL Investment Management, LLC | 11 | $6.73K | 0.00% | +11 | New |
| Valued Wealth Advisors LLC | 12 | $7.35K | 0.00% | +6+100.0% | Added |
| High Note Wealth, LLC | 13 | $7.95K | 0.00% | −4−23.5% | Reduced |
| Bare Financial Services, Inc | 13 | $7.95K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 13 | $7.95K | 0.00% | +2+18.2% | Added |
| Costello Asset Management, INC | 13 | $7.95K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $7.95K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 13 | $7.95K | 0.00% | +2+18.2% | Added |
| Raffa Wealth Management, LLC | 14 | $8.56K | 0.00% | +3+27.3% | Added |
| Ancora Advisors, LLC | 14 | $8.56K | 0.00% | +8+133.3% | Added |
| Onefund, LLC | 14 | $8.56K | 0.01% | +12+600.0% | Added |
| Cape Investment Advisory, Inc. | 15 | $9.18K | 0.00% | +7+87.5% | Added |
| Sachetta, LLC | 15 | $9.18K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 15 | $9.18K | 0.00% | +15 | New |
| Fortitude Family Office, LLC | 16 | $9.79K | 0.00% | −1−5.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 16 | $9.79K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $9.79K | 0.00% | +1+6.7% | Added |
| Glen Eagle Advisors, LLC | 16 | $9.80K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 15 | $9.80K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 17 | $10.4K | 0.00% | −321−95.0% | Reduced |
| Financial Network Wealth Advisors LLC | 18 | $11.0K | 0.01% | −5−21.7% | Reduced |
| Wealth Watch Advisors, INC | 18 | $11.0K | 0.00% | +5+38.5% | Added |
| Morse Asset Management, Inc | 18 | $11.0K | 0.00% | +10+125.0% | Added |
| Atwood & Palmer Inc | 19 | $11.6K | 0.00% | −6−24.0% | Reduced |
| Frazier Financial Advisors, LLC | 19 | $11.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 20 | $12.2K | 0.00% | −306−93.9% | Reduced |
| Creative Financial Designs Inc | 20 | $12.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 20 | $12.2K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 20 | $12.2K | 0.00% | +20 | New |
| Investment Research & Advisory Group, Inc. | 13 | $12.9K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 22 | $13.5K | 0.01% | −3−12.0% | Reduced |
| Armstrong Advisory Group, Inc | 23 | $14.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 23 | $14.1K | 0.00% | +23 | New |
| Private Wealth Asset Management, LLC | 25 | $15.3K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 25 | $15.3K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 26 | $15.9K | 0.01% | −77−74.8% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $16.5K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 27 | $16.5K | 0.02% | +27 | New |
| Meeder Asset Management Inc | 28 | $17.1K | 0.00% | +20+250.0% | Added |
| Financial Consulate, Inc | 28 | $17.1K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 38 | $17.2K | 0.10% | +7+22.6% | Added |
| DT Investment Partners, LLC | 30 | $18.4K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 30 | $18.4K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 31 | $19.0K | 0.00% | +10+47.6% | Added |
| T. Rowe Price Investment Management, Inc. | 31 | $19.0K | 0.00% | 00.0% | Unchanged |