| Davis Capital Management | 1 | $46 | 0.00% | +1 | New |
| Eukles Asset Management | 2 | $91 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 3 | $137 | 0.00% | +3 | New |
| SOA Wealth Advisors, LLC. | 5 | $240 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $274 | 0.00% | −20−76.9% | Reduced |
| Sofos Investments, Inc. | 5 | $296 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8 | $366 | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 10 | $457 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 12 | $549 | 0.00% | −12−50.0% | Reduced |
| Semmax Financial Advisors Inc. | 14 | $619 | 0.00% | +1+7.7% | Added |
| Delos Wealth Advisors, LLC | 17 | $778 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 21 | $967 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 22 | $1.01K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 23 | $1.05K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 27 | $1.23K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 31 | $1.42K | 0.00% | +31 | New |
| Baystate Wealth Management LLC | 32 | $1.50K | 0.00% | +10+45.5% | Added |
| Adirondack Trust Co | 32 | $1.59K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 35 | $1.60K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 37 | $1.69K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 37 | $1.69K | 0.00% | +37 | New |
| Motco | 42 | $1.92K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 42 | $1.93K | 0.00% | +42 | New |
| Harbor Investment Advisory, LLC | 43 | $1.97K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 41 | $2.00K | 0.00% | +41 | New |
| TFC Financial Management | 47 | $2.16K | 0.00% | −8−14.5% | Reduced |
| Sound Income Strategies, LLC | 50 | $2.29K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 50 | $2.29K | 0.01% | +50 | New |
| Impact Partnership Wealth, LLC | 51 | $2.33K | 0.00% | −6,969−99.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 60 | $2.74K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 61 | $2.79K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 63 | $2.88K | 0.00% | +39+162.5% | Added |
| Quarry LP | 63 | $2.88K | 0.00% | +63 | New |
| Avion Wealth | 56 | $3.00K | 0.00% | +23+69.7% | Added |
| Birchbrook, Inc. | 68 | $3.11K | 0.00% | +68 | New |
| Copeland Capital Management, LLC | 69 | $3.15K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 70 | $3.20K | 0.00% | +70 | New |
| Estabrook Capital Management | 72 | $3.29K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 75 | $3.43K | 0.00% | +6+8.7% | Added |
| Aspect Partners, LLC | 78 | $3.56K | 0.00% | +78 | New |
| BFSG, LLC | 78 | $3.57K | 0.00% | +78 | New |
| Tennessee Valley Asset Management Partners | 80 | $3.66K | 0.00% | +80 | New |
| CarsonAllaria Wealth Management, Ltd. | 80 | $3.67K | 0.00% | +1+1.3% | Added |
| VisionPoint Advisory Group, LLC | 88 | $4.02K | 0.00% | −542−86.0% | Reduced |
| Frazier Financial Advisors, LLC | 88 | $4.02K | 0.00% | +88 | New |
| First Manhattan Co | 91 | $4.16K | 0.00% | −19−17.3% | Reduced |
| Pineridge Advisors LLC | 100 | $4.57K | 0.00% | +100 | New |
| AllSquare Wealth Management LLC | 100 | $4.57K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $4.57K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 107 | $4.89K | 0.00% | +1+0.9% | Added |
| Park Place Capital Corp | 110 | $5.03K | 0.00% | −43−28.1% | Reduced |
| West Branch Capital LLC | 111 | $5.07K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 115 | $5.25K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 126 | $5.64K | 0.01% | +126 | New |
| DiNuzzo Private Wealth, Inc. | 127 | $5.81K | 0.00% | +127 | New |
| Sachetta, LLC | 134 | $6.13K | 0.00% | +134 | New |
| Versant Capital Management, Inc | 137 | $6.26K | 0.00% | −59−30.1% | Reduced |
| Naples Money Management LLC | 138 | $6.31K | 0.01% | +138 | New |
| Northwest Capital Management Inc | 140 | $6.38K | 0.00% | +1+0.7% | Added |
| Old Point Trust & Financial Services N A | 150 | $6.86K | 0.00% | +150 | New |
| Rakuten Securities, Inc. | 152 | $6.95K | 0.01% | +152 | New |
| Householder Group Estate & Retirement Specialist, LLC | 166 | $7.00K | 0.00% | −645−79.5% | Reduced |
| WealthCollab, LLC | 154 | $7.04K | 0.01% | +154 | New |
| Colonial Trust Advisors | 168 | $7.68K | 0.00% | +40+31.3% | Added |
| American Capital Advisory, LLC | 172 | $7.86K | 0.01% | +172 | New |
| Larson Financial Group LLC | 173 | $7.91K | 0.00% | −3−1.7% | Reduced |
| GW&K Investment Management, LLC | 186 | $9.00K | 0.00% | +49+35.8% | Added |
| Wetzel Investment Advisors, Inc. | 198 | $9.00K | 0.01% | +198 | New |
| Farmers & Merchants Investments Inc | 200 | $9.14K | 0.00% | −590−74.7% | Reduced |
| Pacific Center for Financial Services | 200 | $9.14K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $9.14K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 200 | $9.14K | 0.01% | +200 | New |
| Guardian Wealth Management, Inc. | 204 | $9.32K | 0.01% | +1+0.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 207 | $9.46K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 212 | $9.69K | 0.00% | +200+1,666.7% | Added |
| Arlington Partners LLC | 218 | $9.96K | 0.00% | −15−6.4% | Reduced |
| Financial Management Professionals, Inc. | 214 | $10.0K | 0.00% | −27−11.2% | Reduced |
| Raffa Wealth Management, LLC | 222 | $10.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 222 | $10.2K | 0.00% | −104−31.9% | Reduced |
| Bear Mountain Capital, Inc. | 224 | $10.4K | 0.00% | +224 | New |
| Itau Unibanco Holding S.A. | 237 | $10.8K | 0.00% | −1,537−86.6% | Reduced |
| TSFG, LLC | 232 | $11.0K | 0.00% | −15−6.1% | Reduced |
| Hexagon Capital Partners LLC | 246 | $11.2K | 0.00% | +67+37.4% | Added |
| Emfo, LLC | 250 | $11.4K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 265 | $12.1K | 0.00% | −250−48.5% | Reduced |
| Distillate Capital Partners LLC | 270 | $12.3K | 2.68% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 277 | $12.7K | 0.00% | +200+259.7% | Added |
| Norwood Financial Corp | 285 | $13.0K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 288 | $13.2K | 0.00% | +144+100.0% | Added |
| Core Alternative Capital | 294 | $13.5K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 300 | $13.7K | 0.01% | +300 | New |
| City State Bank | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 314 | $14.4K | 0.00% | −196−38.4% | Reduced |
| Private Wealth Management Group, LLC | 315 | $14.4K | 0.01% | +315 | New |
| Cranbrook Wealth Management, LLC | 320 | $14.6K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 325 | $14.8K | 0.00% | +3+0.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 325 | $14.9K | 0.01% | −150−31.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 328 | $15.0K | 0.00% | +328 | New |
