| Sofos Investments, Inc. | 1 | $24 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 2 | $48 | 0.00% | +2 | New |
| Aspect Partners, LLC | 5 | $120 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6 | $144 | 0.00% | +6 | New |
| FWL Investment Management, LLC | 8 | $192 | 0.00% | −40−83.3% | Reduced |
| Parkworth Wealth Management, Inc. | 8 | $192 | 0.00% | +8 | New |
| Redwood Park Advisors LLC | 12 | $288 | 0.00% | +12 | New |
| HFM Investment Advisors, LLC | 13 | $312 | 0.00% | +13 | New |
| Transce3nd, LLC | 16 | $380 | 0.00% | −16−50.0% | Reduced |
| Creative Capital Management Investments LLC | 16 | $384 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 18 | $432 | 0.00% | +18 | New |
| Perkins Coie Trust Co | 19 | $455 | 0.00% | +19 | New |
| Bay Harbor Wealth Management, LLC | 19 | $455 | 0.00% | +19 | New |
| Chesapeake Asset Management LLC | 20 | $479 | 0.00% | +10+100.0% | Added |
| Kennebec Savings Bank | 27 | $647 | 0.00% | +27 | New |
| Provenance Wealth Advisors, LLC | 30 | $719 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 33 | $791 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 33 | $791 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 35 | $839 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 35 | $840 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 36 | $864 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 37 | $887 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 38 | $911 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 40 | $959 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 48 | $1.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 50 | $1.20K | 0.00% | +26+108.3% | Added |
| Private Wealth Asset Management, LLC | 50 | $1.20K | 0.00% | +50 | New |
| Strengthening Families & Communities, LLC | 51 | $1.22K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 51 | $1.22K | 0.00% | +31+155.0% | Added |
| Clear Investment Research, LLC | 51 | $1.23K | 0.00% | +1+2.0% | Added |
| DiNuzzo Private Wealth, Inc. | 53 | $1.27K | 0.00% | +37+231.3% | Added |
| Semmax Financial Advisors Inc. | 53 | $1.30K | 0.00% | +53 | New |
| Spectrum Wealth Counsel, LLC | 55 | $1.32K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 56 | $1.34K | 0.00% | +21+60.0% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 56 | $1.34K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 60 | $1.44K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 62 | $1.49K | 0.00% | +62 | New |
| Motco | 63 | $1.51K | 0.00% | +63 | New |
| Stonebridge Financial Group, LLC | 66 | $1.58K | 0.00% | −239−78.4% | Reduced |
| Rialto Wealth Management, LLC | 68 | $1.63K | 0.00% | +68 | New |
| New Millennium Group LLC | 70 | $1.68K | 0.00% | +70 | New |
| WestEnd Advisors, LLC | 71 | $1.70K | 0.00% | +48+208.7% | Added |
| Dogwood Wealth Management LLC | 73 | $1.75K | 0.00% | +73 | New |
| Asset Dedication, LLC | 74 | $1.77K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 87 | $1.90K | 0.00% | +32+58.2% | Added |
| Longfellow Investment Management Co LLC | 80 | $1.92K | 0.00% | −13,225−99.4% | Reduced |
| Atticus Wealth Management, LLC | 80 | $1.92K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 82 | $1.97K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 91 | $2.00K | 0.00% | +66+264.0% | Added |
| Advantage Trust Co | 85 | $2.04K | 0.00% | +85 | New |
| Kayne Anderson Rudnick Investment Management LLC | 88 | $2.13K | 0.00% | −95−51.9% | Reduced |
| Washington Trust Co | 90 | $2.16K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 93 | $2.23K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 95 | $2.28K | 0.00% | +95 | New |
| Clark Wealth Partners | 96 | $2.30K | 0.00% | −1−1.0% | Reduced |
| Anfield Capital Management, LLC | 100 | $2.40K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $2.40K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 102 | $2.45K | 0.00% | +27+36.0% | Added |
| WealthTrak Capital Management LLC | 105 | $2.52K | 0.00% | +75+250.0% | Added |
| Harvest Fund Management Co., Ltd | 106 | $3.00K | 0.00% | +106 | New |
| Whipplewood Advisors, LLC | 686 | $3.09K | 0.00% | +513+296.5% | Added |
| Nemes Rush Group LLC | 130 | $3.12K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 131 | $3.14K | 0.00% | +131 | New |
| Wealth Preservation Advisors, LLC | 150 | $3.60K | 0.00% | +150 | New |
| Union Savings Bank | 151 | $3.62K | 0.00% | +151 | New |
| West Paces Advisors Inc. | 154 | $3.69K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 162 | $3.88K | 0.00% | +102+170.0% | Added |
| Whittier Trust Co of Nevada Inc | 164 | $3.93K | 0.00% | +164 | New |
| Penserra Capital Management LLC | 171 | $4.00K | 0.00% | −4,845−96.6% | Reduced |
| Coston, McIsaac & Partners | 184 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 184 | $4.41K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 204 | $4.90K | 0.00% | +204 | New |
| Ogorek Anthony Joseph | 222 | $5.00K | 0.00% | +222 | New |
| Rakuten Securities, Inc. | 218 | $5.23K | 0.00% | +18+9.0% | Added |
| Capital A Wealth Management, LLC | 232 | $5.56K | 0.01% | +22+10.5% | Added |
| GPS Wealth Strategies Group, LLC | 242 | $5.80K | 0.00% | +17+7.6% | Added |
| Financial Management Professionals, Inc. | 247 | $5.92K | 0.00% | +82+49.7% | Added |
| West Branch Capital LLC | 251 | $6.03K | 0.00% | +215+597.2% | Added |
| MB, Levis & Associates, LLC | 253 | $6.07K | 0.00% | +2+0.8% | Added |
| Meeder Asset Management Inc | 256 | $6.14K | 0.00% | −105−29.1% | Reduced |
| Cornerstone Planning Group LLC | 275 | $6.31K | 0.00% | +95+52.8% | Added |
| Brown, Lisle/Cummings, Inc. | 266 | $6.38K | 0.00% | +266 | New |
| Atlantic Trust, LLC | 267 | $6.40K | 0.00% | +267 | New |
| Dunhill Financial, LLC | 269 | $6.44K | 0.00% | +59+28.1% | Added |
| First Command Advisory Services, Inc. | 273 | $6.55K | 0.00% | +273 | New |
| BOK Financial Private Wealth, Inc. | 275 | $6.59K | 0.00% | +275 | New |
| CBIZ Investment Advisory Services, LLC | 289 | $6.93K | 0.00% | +141+95.3% | Added |
| Hemington Wealth Management | 316 | $7.00K | 0.00% | +205+184.7% | Added |
| WealthCollab, LLC | 297 | $7.12K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 300 | $7.19K | 0.00% | +50+20.0% | Added |
| Investors Research Corp | 302 | $7.24K | 0.00% | +302 | New |
| Strategic Investment Solutions, Inc. | 303 | $7.27K | 0.00% | −257−45.9% | Reduced |
| Glen Eagle Advisors, LLC | 333 | $7.98K | 0.00% | +100+42.9% | Added |
| Roble, Belko & Company, Inc | 344 | $8.00K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 369 | $8.00K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 344 | $8.25K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 344 | $8.25K | 0.00% | +282+454.8% | Added |
| Hughes Financial Services, LLC | 361 | $8.62K | 0.00% | +361 | New |
| Quent Capital, LLC | 366 | $8.78K | 0.00% | 00.0% | Unchanged |