| Caitlin John, LLC | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 2 | $77 | 0.00% | +2 | New |
| DHJJ Financial Advisors, Ltd. | 3 | $116 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $154 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 7 | $270 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $347 | 0.00% | −29−76.3% | Reduced |
| Rakuten Securities, Inc. | 10 | $385 | 0.00% | −511−98.1% | Reduced |
| Cedar Mountain Advisors, LLC | 17 | $655 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 22 | $847 | 0.00% | +22 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24 | $924 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $924 | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 24 | $1.00K | 0.00% | +8+50.0% | Added |
| Chris Bulman Inc | 26 | $1.00K | 0.00% | +26 | New |
| ClariVest Asset Management LLC | 27 | $1.04K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 28 | $1.08K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 32 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 46 | $1.77K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 48 | $1.85K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 50 | $1.93K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 55 | $2.12K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 65 | $2.51K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 78 | $3.01K | 0.00% | +1+1.3% | Added |
| AllSquare Wealth Management LLC | 80 | $3.08K | 0.00% | −1,900−96.0% | Reduced |
| TD Capital Management LLC | 80 | $3.08K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 80 | $3.08K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 80 | $3.08K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 80 | $3.08K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 80 | $3.08K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 80 | $3.14K | 0.00% | −80−50.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 84 | $3.27K | 0.00% | −287−77.4% | Reduced |
| Live Oak Investment Partners | – | $3.31K | 0.00% | – | New |
| Gen-Wealth Partners Inc | 90 | $3.46K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 91 | $3.50K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 94 | $3.62K | 0.00% | +94 | New |
| Bell Investment Advisors, Inc | 95 | $3.66K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 97 | $3.73K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 98 | $3.77K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $3.85K | 0.00% | −12−10.7% | Reduced |
| Fairman Group, LLC | 100 | $3.89K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 102 | $3.93K | 0.00% | +102 | New |
| Avion Wealth | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 107 | $4.12K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 108 | $4.16K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 112 | $4.31K | 0.00% | +112 | New |
| Raffa Wealth Management, LLC | 114 | $4.39K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 115 | $4.43K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 116 | $4.46K | 0.00% | +116 | New |
| Washington Trust Co | 120 | $4.62K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 123 | $4.73K | 0.00% | +1+0.8% | Added |
| M&R Capital Management Inc | 136 | $5.24K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 139 | $5.35K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 146 | $5.64K | 0.00% | +90+160.7% | Added |
| Tucker Asset Management LLC | 155 | $5.97K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 158 | $6.08K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 159 | $6.14K | 0.00% | +1+0.6% | Added |
| First Community Trust NA | 160 | $6.16K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 160 | $6.16K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 160 | $6.16K | 0.00% | +160 | New |
| Stephens Consulting, LLC | 171 | $6.58K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 174 | $6.70K | 0.00% | +174 | New |
| Chilton Capital Management LLC | 180 | $6.93K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $7.70K | 0.00% | −52−20.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 200 | $7.70K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 198 | $7.70K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 200 | $7.88K | 0.00% | +187+1,438.5% | Added |
| Carolinas Wealth Consulting LLC | 221 | $8.51K | 0.00% | +5+2.3% | Added |
| Venturi Wealth Management, LLC | 222 | $8.55K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 227 | $8.71K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 220 | $9.00K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 234 | $9.01K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 236 | $9.09K | 0.00% | −1,200−83.6% | Reduced |
| New England Capital Financial Advisors LLC | 240 | $9.23K | 0.01% | +3+1.3% | Added |
| ICA Group Wealth Management, LLC | 248 | $9.55K | 0.01% | −89−26.4% | Reduced |
| Indiana Trust & Investment Management CO | 250 | $9.63K | 0.00% | −480−65.8% | Reduced |
| Boyd Watterson Asset Management LLC | 251 | $9.66K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 257 | $9.89K | 0.00% | +3+1.2% | Added |
| TSFG, LLC | 254 | $10.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 262 | $10.1K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 264 | $10.2K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 267 | $10.3K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 272 | $10.5K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 277 | $10.7K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 278 | $10.7K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 280 | $10.8K | 0.01% | +280 | New |
| Zions Bancorporation, N.A. | 283 | $10.9K | 0.00% | +42+17.4% | Added |
| Larson Financial Group LLC | 288 | $11.1K | 0.00% | −797−73.5% | Reduced |
| Guardian Wealth Management, Inc. | 293 | $11.3K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 300 | $11.6K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 300 | $11.9K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 312 | $12.0K | 0.01% | +312 | New |
| First Personal Financial Services | 313 | $12.1K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 319 | $12.3K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 320 | $12.3K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 320 | $12.3K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 320 | $12.3K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 334 | $12.9K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 360 | $14.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 364 | $14.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 384 | $14.8K | 0.00% | 00.0% | Unchanged |