| WestEnd Advisors, LLC | 1 | $505 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $505 | 0.00% | +1 | New |
| Reston Wealth Management LLC | 1 | $505 | 0.00% | +1 | New |
| JDM Financial Group LLC | 1 | $505 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 1 | $505 | 0.00% | +1 | New |
| Riggs Asset Managment Co. Inc. | 1 | $506 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $506 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1 | $506 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $506 | 0.00% | +1 | New |
| 1620 Investment Advisors, Inc. | 2 | $759 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2 | $1.01K | 0.00% | +2 | New |
| Claris Advisors, LLC | 2 | $1.01K | 0.00% | +2 | New |
| Salem Investment Counselors Inc | 2 | $1.01K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 2 | $1.01K | 0.00% | +2 | New |
| Longfellow Investment Management Co LLC | 3 | $1.52K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 3 | $1.52K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 3 | $1.52K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $2.02K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 4 | $2.02K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $2.02K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $2.02K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 4 | $2.02K | 0.00% | +4 | New |
| ClariVest Asset Management LLC | 5 | $2.45K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 5 | $2.53K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $2.53K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 5 | $2.53K | 0.00% | +5 | New |
| Beaird Harris Wealth Management, LLC | 5 | $2.53K | 0.00% | −8−61.5% | Reduced |
| Penserra Capital Management LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6 | $3.03K | 0.00% | +6 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 6 | $3.03K | 0.00% | −63−91.3% | Reduced |
| Pacific Center for Financial Services | 6 | $3.03K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 6 | $3.03K | 0.00% | +6 | New |
| Coppell Advisory Solutions LLC | 6 | $3.07K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $3.54K | 0.00% | −32−82.1% | Reduced |
| Logan Capital Management Inc | 7 | $3.54K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $4.00K | 0.00% | −16−64.0% | Reduced |
| Hartford Financial Management Inc. | 8 | $4.04K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 8 | $4.04K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $4.04K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $4.04K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 8 | $4.04K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 8 | $4.04K | 0.00% | +1+14.3% | Added |
| SJS Investment Consulting Inc. | 8 | $4.04K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 9 | $4.55K | 0.00% | −114−92.7% | Reduced |
| Chilton Capital Management LLC | 9 | $4.55K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 9 | $4.55K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $5.05K | 0.00% | −17−63.0% | Reduced |
| Westside Investment Management, Inc. | 10 | $5.05K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 10 | $5.05K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $5.05K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 10 | $5.05K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11 | $5.56K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 11 | $5.56K | 0.00% | +2+22.2% | Added |
| Macroview Investment Management LLC | 12 | $6.06K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 12 | $6.06K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 12 | $6.06K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 13 | $6.57K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 14 | $7.07K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $7.07K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $7.07K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 15 | $7.58K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 15 | $7.58K | 0.00% | +15 | New |
| Abound Wealth Management | 16 | $8.03K | 0.00% | −5−23.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 17 | $8.59K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $8.59K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 17 | $8.59K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $8.59K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $8.74K | 0.00% | +9+112.5% | Added |
| Valley National Advisers Inc | 18 | $9.00K | 0.00% | −30−62.5% | Reduced |
| Creative Financial Designs Inc | 18 | $9.09K | 0.00% | −98−84.5% | Reduced |
| Sachetta, LLC | 18 | $9.10K | 0.00% | −6−25.0% | Reduced |
| Continuum Advisory, LLC | 23 | $9.74K | 0.00% | +2+9.5% | Added |
| Field & Main Bank | 20 | $10.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $10.1K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 20 | $10.1K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 20 | $10.1K | 0.00% | +20 | New |
| Truvestments Capital LLC | 20 | $10.1K | 0.00% | +20 | New |
| Evermay Wealth Management LLC | 20 | $10.1K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 21 | $10.6K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 25 | $10.7K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 21 | $10.8K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 22 | $11.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 22 | $11.2K | 0.00% | −102−82.3% | Reduced |
| TFC Financial Management | 23 | $11.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 26 | $11.6K | 0.00% | +1+4.0% | Added |
| Park Place Capital Corp | 24 | $12.1K | 0.00% | −21−46.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 25 | $12.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $12.6K | 0.00% | +1+4.2% | Added |
| Investment Research & Advisory Group, Inc. | 27 | $13.6K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 27 | $13.6K | 0.00% | +27 | New |
| Valued Wealth Advisors LLC | 28 | $14.1K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 29 | $14.7K | 0.00% | −10−25.6% | Reduced |
| Coston, McIsaac & Partners | 31 | $15.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 30 | $15.2K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 32 | $16.2K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 32 | $16.2K | 0.00% | +12+60.0% | Added |