| Beaird Harris Wealth Management, LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Ballast Advisors LLC | 0 | $12 | 0.00% | 0 | New |
| Whipplewood Advisors, LLC | 1 | $26 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 2 | $53 | 0.00% | +2 | New |
| MidFirst Bank | 5 | $132 | 0.00% | +5 | New |
| Atlas Capital Advisors LLC | 7 | $184 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 7 | $184 | 0.00% | +7 | New |
| Private Wealth Management Group, LLC | 7 | $185 | 0.00% | +2+40.0% | Added |
| Synergy Investment Management, LLC | 8 | $211 | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 8 | $212 | 0.00% | −3−27.3% | Reduced |
| Tidemark, LLC | 9 | $237 | 0.00% | +9 | New |
| Stone House Investment Management, LLC | 12 | $316 | 0.00% | +5+71.4% | Added |
| WPG Advisers, LLC | 13 | $342 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 13 | $342 | 0.00% | +13 | New |
| IMG Wealth Management, Inc. | 15 | $395 | 0.00% | −440−96.7% | Reduced |
| NVWM, LLC | 15 | $395 | 0.00% | −10−40.0% | Reduced |
| Seneschal Advisors, LLC | 15 | $395 | 0.00% | −1−6.3% | Reduced |
| TopTier Wealth Management, LLC | 15 | $395 | 0.00% | +15 | New |
| Rakuten Securities, Inc. | 16 | $421 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $432 | 0.00% | −12−42.9% | Reduced |
| Davis Capital Management | 17 | $448 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 17 | $448 | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 19 | $500 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 19 | $501 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 23 | $591 | 0.00% | −26−53.1% | Reduced |
| HFM Investment Advisors, LLC | 23 | $606 | 0.00% | −1−4.2% | Reduced |
| Lloyd Advisory Services, LLC. | 24 | $632 | 0.00% | −541−95.8% | Reduced |
| Kingdom Financial Group LLC. | 24 | $632 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 25 | $658 | 0.00% | −675−96.4% | Reduced |
| Quaker Wealth Management, LLC | 27 | $711 | 0.00% | +1+3.8% | Added |
| Financial Consulate, Inc | 27 | $713 | 0.00% | +6+28.6% | Added |
| Darwin Advisors, LLC | 29 | $774 | 0.00% | +29 | New |
| 1015 Capital Partners, LLC | 30 | $790 | 0.00% | −2−6.3% | Reduced |
| Aspect Partners, LLC | 30 | $790 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 30 | $797 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 28 | $808 | 0.00% | −96−77.4% | Reduced |
| PayPay Securities Corp | 35 | $911 | 0.03% | +35 | New |
| Bell Investment Advisors, Inc | 35 | $922 | 0.00% | −408−92.1% | Reduced |
| Albion Financial Group | 36 | $948 | 0.00% | +36 | New |
| Strategic Wealth Partners, Ltd. | 38 | $993 | 0.00% | +35+1,166.7% | Added |
| Triumph Capital Management | 40 | $1.06K | 0.00% | −164−80.4% | Reduced |
| PlanVest Financial, Inc | 46 | $1.21K | 0.00% | +46 | New |
| Toth Financial Advisory Corp | 46 | $1.21K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 47 | $1.24K | 0.00% | +47 | New |
| Gen-Wealth Partners Inc | 48 | $1.26K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 52 | $1.37K | 0.00% | −7,688−99.3% | Reduced |
| American Capital Advisory, LLC | 53 | $1.40K | 0.00% | +13+32.5% | Added |
| Arlington Trust Co LLC | 54 | $1.42K | 0.00% | +54 | New |
| Intentional Wealth Strategies, LLC | 55 | $1.45K | 0.00% | +55 | New |
| WestEnd Advisors, LLC | 57 | $1.50K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 58 | $1.53K | 0.00% | +58 | New |
| Portus Wealth Advisors, LLC | 60 | $1.58K | 0.00% | +60 | New |
| Hughes Financial Services, LLC | 64 | $1.69K | 0.00% | −23−26.4% | Reduced |
| Benson Wealth Management INC | 67 | $1.76K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 67 | $1.78K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 70 | $1.84K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 71 | $1.87K | 0.00% | +71 | New |
| Rialto Wealth Management, LLC | 71 | $1.87K | 0.00% | −49−40.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 72 | $1.90K | 0.00% | +2+2.9% | Added |
| Cary Street Partners Financial LLC | 74 | $1.95K | 0.00% | −9,149−99.2% | Reduced |
| Bank of Jackson Hole Trust | 82 | $2.16K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 83 | $2.19K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 91 | $2.40K | 0.00% | −225−71.2% | Reduced |
| South State Corp. | 93 | $2.45K | 0.00% | −195−67.7% | Reduced |
| St Germain D J Co Inc | 93 | $2.45K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 94 | $2.48K | 0.00% | +94 | New |
| Greykasell Wealth Strategies, Inc. | 95 | $2.50K | 0.00% | +95 | New |
| Principia Wealth Advisory, LLC | 97 | $2.55K | 0.00% | −4−4.0% | Reduced |
| McIlrath & Eck, LLC | 105 | $2.77K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 107 | $2.82K | 0.00% | −49−31.4% | Reduced |
| Salem Investment Counselors Inc | 109 | $2.90K | 0.00% | +109 | New |
| First Command Advisory Services, Inc. | 112 | $2.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 111 | $3.00K | 0.00% | −112−50.2% | Reduced |
| Penserra Capital Management LLC | 114 | $3.00K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 117 | $3.08K | 0.00% | +84+254.5% | Added |
| Chesapeake Asset Management LLC | 120 | $3.16K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 124 | $3.26K | 0.00% | −2,067−94.3% | Reduced |
| Fairman Group, LLC | 130 | $3.45K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 135 | $3.55K | 0.00% | −1,080−88.9% | Reduced |
| Central Trust Co | 136 | $3.58K | 0.00% | −29−17.6% | Reduced |
| Bryn Mawr Trust Co | 137 | $3.61K | 0.00% | −584−81.0% | Reduced |
| Johnson Financial Group, Inc. | 136 | $3.61K | 0.00% | −241−63.9% | Reduced |
| Raffa Wealth Management, LLC | 140 | $3.69K | 0.00% | +4+2.9% | Added |
| High Note Wealth, LLC | 144 | $3.79K | 0.00% | −33−18.6% | Reduced |
| Ameriflex Group, Inc. | 150 | $3.95K | 0.00% | −6−3.8% | Reduced |
| Sherman Asset Management, Inc. | 150 | $3.95K | 0.00% | +150 | New |
| Bollard Group LLC | 141 | $4.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 157 | $4.13K | 0.00% | +157 | New |
| Cassaday & Co Wealth Management LLC | 160 | $4.21K | 0.00% | +160 | New |
| Miller Global Investments, LLC | 161 | $4.24K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 162 | $4.26K | 0.00% | +26+19.1% | Added |
| Signature Resources Capital Management, LLC | 168 | $4.42K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 172 | $4.53K | 0.00% | +12+7.5% | Added |
| Wilkerson Advisory Group LLC | 177 | $4.66K | 0.00% | +44+33.1% | Added |
| New Age Alpha Advisors, LLC | 187 | $4.92K | 0.00% | −71,760−99.7% | Reduced |
| Close Asset Management Ltd | 186 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 199 | $5.11K | 0.00% | +54+37.2% | Added |
| Prestige Wealth Management Group LLC | 197 | $5.23K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 200 | $5.27K | 0.00% | −899−81.8% | Reduced |
| McMillan Office, Inc. | 200 | $5.27K | 0.00% | 00.0% | Unchanged |
