| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Peoples Financial Services Corp. | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 6 | $191 | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 7 | $230 | 0.00% | +7 | New |
| Maryland Capital Advisors Inc. | 10 | $320 | 0.00% | +10 | New |
| West Branch Capital LLC | 12 | $384 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 12 | $384 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $480 | 0.00% | −284−95.0% | Reduced |
| Holos Integrated Wealth LLC | 16 | $520 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 17 | $543 | 0.00% | −17−50.0% | Reduced |
| Vanguard Advisers Inc | 28 | $895 | 0.00% | +28 | New |
| 3 Factor Indexing, LLC | 29 | $928 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 30 | $959 | 0.00% | 00.0% | Unchanged |
| Sims Investment Management, LLC | 30 | $959 | 0.00% | +30 | New |
| TFC Financial Management | 30 | $960 | 0.00% | +20+200.0% | Added |
| Quest 10 Wealth Builders, Inc. | 30 | $962 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 32 | $1.02K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 34 | $1.08K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 36 | $1.15K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 36 | $1.15K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 36 | $1.15K | 0.00% | +36 | New |
| Bullock Wealth Management Group | 47 | $1.49K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 48 | $1.53K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 49 | $1.57K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 49 | $1.57K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 49 | $1.58K | 0.00% | +49 | New |
| Mechanics Financial Corp | 51 | $1.63K | 0.00% | +51 | New |
| Mountain Hill Investment Partners Corp. | 55 | $1.77K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 60 | $1.92K | 0.00% | +60 | New |
| NBT Bank N A | 61 | $1.95K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 86 | $2.00K | 0.00% | +45+109.8% | Added |
| Signature Resources Capital Management, LLC | 63 | $2.02K | 0.00% | −105−62.5% | Reduced |
| 1015 Capital Partners, LLC | 65 | $2.08K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 69 | $2.21K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 71 | $2.27K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 75 | $2.41K | 0.00% | −112−59.9% | Reduced |
| Cape Investment Advisory, Inc. | 76 | $2.43K | 0.00% | +76 | New |
| CBIZ Investment Advisory Services, LLC | 73 | $2.45K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 79 | $2.53K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 81 | $2.59K | 0.00% | −140−63.3% | Reduced |
| Hilton Head Capital Partners, LLC | 85 | $2.72K | 0.00% | −612−87.8% | Reduced |
| Silicon Valley Capital Partners | 86 | $2.73K | 0.00% | +1+1.2% | Added |
| Arcadia Investment Advisors LLC | 101 | $3.23K | 0.00% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 100 | $3.29K | 0.00% | +100 | New |
| Tounjian Advisory Partners, LLC | 103 | $3.29K | 0.00% | +103 | New |
| Miller Capital Partners, Inc. | 107 | $3.42K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 109 | $3.48K | 0.00% | +60+122.4% | Added |
| JNBA Financial Advisors | 114 | $3.65K | 0.00% | +114 | New |
| HFM Investment Advisors, LLC | 119 | $3.81K | 0.00% | +59+98.3% | Added |
| Newton One Investments LLC | 125 | $4.00K | 0.00% | +125 | New |
| Coston, McIsaac & Partners | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 133 | $4.25K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 134 | $4.28K | 0.00% | −379−73.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 134 | $4.28K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 138 | $4.38K | 0.00% | +1+0.7% | Added |
| Westfuller Advisors, LLC | 152 | $4.86K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 155 | $4.96K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 155 | $4.96K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 183 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 160 | $5.12K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 163 | $5.21K | 0.00% | +151+1,258.3% | Added |
| GHP Investment Advisors, Inc. | 171 | $5.47K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 176 | $5.63K | 0.00% | +176 | New |
| Rialto Wealth Management, LLC | 178 | $5.69K | 0.00% | +18+11.3% | Added |
| Signature Equity Partners, LLC | 178 | $5.69K | 0.00% | +42+30.9% | Added |
| Aspect Partners, LLC | 187 | $5.98K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 195 | $6.23K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 199 | $6.36K | 0.00% | −1−0.5% | Reduced |
| Fairway Wealth LLC | 200 | $6.39K | 0.00% | −1,800−90.0% | Reduced |
| Investors Research Corp | 202 | $6.46K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 209 | $6.68K | 0.00% | +2+1.0% | Added |
| Evelyn Partners Group Ltd | 209 | $6.68K | 0.00% | +209 | New |
| Godfrey Financial Associates, Inc. | 217 | $6.92K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 219 | $7.00K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 222 | $7.10K | 0.00% | +222 | New |
| West Financial Advisors, LLC | 225 | $7.18K | 0.00% | +2+0.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 225 | $7.19K | 0.00% | +225 | New |
| Coastline Trust Co | 232 | $7.42K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 237 | $7.58K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 238 | $7.61K | 0.00% | −3,723−94.0% | Reduced |
| Millstone Evans Group, LLC | 240 | $7.67K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 247 | $7.90K | 0.00% | +63+34.2% | Added |
| Abound Wealth Management | 249 | $7.96K | 0.00% | −260−51.1% | Reduced |
| Olistico Wealth, LLC | 260 | $8.31K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 271 | $8.66K | 0.00% | −125−31.6% | Reduced |
| Medallion Wealth Advisors, LLC | 272 | $8.70K | 0.00% | −1,463−84.3% | Reduced |
| St Germain D J Co Inc | 276 | $8.83K | 0.00% | +1+0.4% | Added |
| RHL Group, LLC | 283 | $9.06K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 289 | $9.23K | 0.00% | +25+9.5% | Added |
| Marquette Asset Management, LLC | 290 | $9.27K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 296 | $9.46K | 0.00% | +207+232.6% | Added |
| Bullseye Investment Management, LLC | 300 | $9.59K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 300 | $9.59K | 0.00% | +300 | New |
| Financial Network Wealth Advisors LLC | 308 | $9.85K | 0.01% | +8+2.7% | Added |
| Plante Moran Financial Advisors, LLC | 309 | $9.89K | 0.00% | −3,862−92.6% | Reduced |
| Birchbrook, Inc. | 316 | $10.1K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 317 | $10.1K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 320 | $10.2K | 0.00% | +320 | New |
| Strive Financial Group ,LLC | 330 | $10.6K | 0.00% | 00.0% | Unchanged |