| Sofos Investments, Inc. | 0 | $379 | 0.00% | −18−100.0% | Reduced |
| Tfo-TDC, LLC | 1 | $783 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $783 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $783 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1 | $783 | 0.00% | +1 | New |
| Vima LLC | 1 | $783 | 0.00% | +1 | New |
| One River Asset Management, LLC | 1 | $784 | 0.00% | −1,330−99.9% | Reduced |
| Delos Wealth Advisors, LLC | 1 | $784 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $784 | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 1 | $784 | 0.00% | +1 | New |
| Clear Investment Research, LLC | 1 | $788 | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 2 | $1.34K | 0.29% | −1,810−99.9% | Reduced |
| Country Trust Bank | 2 | $1.57K | 0.00% | −2−50.0% | Reduced |
| Macroview Investment Management LLC | 2 | $1.57K | 0.00% | −1−33.3% | Reduced |
| Highline Wealth Partners LLC | 2 | $1.57K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 2 | $1.57K | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 2 | $1.59K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.68K | 0.00% | +2+100.0% | Added |
| VitalStone Financial, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 3 | $2.35K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $2.35K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3 | $3.00K | 0.00% | −6−66.7% | Reduced |
| TSFG, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 4 | $3.13K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 4 | $3.13K | 0.00% | −3−42.9% | Reduced |
| North Star Investment Management Corp. | 5 | $3.92K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 5 | $3.92K | 0.02% | 00.0% | Unchanged |
| Cooksen Wealth, LLC | 5 | $3.92K | 0.00% | +5 | New |
| Fairfield, Bush & Co. | 6 | $4.70K | 0.00% | +6 | New |
| Front Row Advisors LLC | 6 | $4.71K | 0.00% | −13−68.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6 | $4.95K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $5.00K | 0.00% | −5−45.5% | Reduced |
| Colonial Trust Co | 7 | $5.24K | 0.00% | +7 | New |
| Cherry Tree Wealth Management, LLC | 7 | $5.48K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 7 | $5.48K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $5.48K | 0.01% | +7 | New |
| Abich Financial Wealth Management LLC | 7 | $5.48K | 0.01% | +7 | New |
| Frank, Rimerman Advisors LLC | 8 | $6.27K | 0.00% | +8 | New |
| Hanson & Doremus Investment Management | 9 | $7.00K | 0.00% | +9 | New |
| Red Tortoise LLC | 9 | $7.05K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 9 | $7.05K | 0.00% | +9 | New |
| Dunhill Financial, LLC | 9 | $7.11K | 0.01% | +9 | New |
| Rise Advisors, LLC | 9 | $7.26K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 9 | $7.45K | 0.37% | 00.0% | Unchanged |
| Peoples Bank | 10 | $7.83K | 0.01% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $7.83K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 10 | $7.83K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 10 | $7.83K | 0.01% | +10 | New |
| Ables, Iannone, Moore & Associates, Inc. | 10 | $7.83K | 0.01% | +10 | New |
| CGC Financial Services, LLC | 10 | $8.01K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 11 | $8.62K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 11 | $8.76K | 0.01% | +11 | New |
| Clear Street Markets LLC | 11 | $9.00K | 0.00% | −4−26.7% | Reduced |
| Long Island Wealth Management, Inc. | 12 | $9.00K | 0.01% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $9.40K | 0.00% | +12 | New |
| Versant Capital Management, Inc | 13 | $10.2K | 0.00% | +2+18.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 13 | $10.2K | 0.00% | −2−13.3% | Reduced |
| American Capital Advisory, LLC | 13 | $10.2K | 0.01% | +13 | New |
| Founders Capital Management | 14 | $11.0K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 14 | $11.0K | 0.01% | +14 | New |
| Roble, Belko & Company, Inc | 16 | $13.0K | 0.00% | +16 | New |
| Eagle Bay Advisors LLC | 17 | $13.3K | 0.01% | −3−15.0% | Reduced |
| Global Wealth Strategies & Associates | 17 | $13.3K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $13.3K | 0.00% | −2−10.5% | Reduced |
| Wetzel Investment Advisors, Inc. | 18 | $14.0K | 0.01% | +18 | New |
| Stuart Chaussee & Associates, Inc. | 18 | $14.1K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 18 | $14.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 19 | $14.9K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 19 | $15.1K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 20 | $15.7K | 0.01% | +20 | New |
| Plante Moran Financial Advisors, LLC | 20 | $15.7K | 0.00% | +20 | New |
| Creekmur Asset Management LLC | 20 | $15.7K | 0.00% | +20 | New |
| Birchbrook, Inc. | 21 | $16.2K | 0.01% | +21 | New |
| St Germain D J Co Inc | 21 | $16.4K | 0.00% | 00.0% | Unchanged |
| Motco | 22 | $17.2K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 22 | $17.2K | 0.01% | +22 | New |
| Baystate Wealth Management LLC | 23 | $18.7K | 0.00% | +6+35.3% | Added |
| Sachetta, LLC | 24 | $18.8K | 0.01% | +24 | New |
| Planning Capital Management Corp | 24 | $19.0K | 0.01% | +24 | New |
| Hantz Financial Services, Inc. | 24 | $19.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 25 | $19.6K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 25 | $19.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $19.6K | 0.00% | −4−13.8% | Reduced |
| RE Dickinson Investment Advisors, LLC | 25 | $20.0K | 0.01% | −5−16.7% | Reduced |
| Bollard Group LLC | 25 | $20.0K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 25 | $20.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 27 | $21.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27 | $21.1K | 0.00% | +24+800.0% | Added |
| Pineridge Advisors LLC | 27 | $21.1K | 0.01% | +27 | New |
| Park Place Capital Corp | 28 | $21.9K | 0.01% | −201−87.8% | Reduced |
| TFC Financial Management | 28 | $21.9K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 28 | $22.0K | 0.00% | +4+16.7% | Added |
| Missouri Trust & Investment Co | 29 | $22.7K | 0.01% | +4+16.0% | Added |
| Legacy Bridge, LLC | 30 | $23.5K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 30 | $23.5K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 30 | $23.5K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 30 | $23.5K | 0.01% | +15+100.0% | Added |
| Valued Wealth Advisors LLC | 38 | $23.9K | 0.02% | +38 | New |
| True Wealth Design, LLC | 31 | $24.3K | 0.01% | +28+933.3% | Added |