| TruNorth Capital Management, LLC | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2 | $129 | 0.00% | −2−50.0% | Reduced |
| WestEnd Advisors, LLC | 2 | $129 | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 4 | $259 | 0.00% | −18−81.8% | Reduced |
| True Wealth Design, LLC | 5 | $324 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5 | $324 | 0.00% | +5 | New |
| Claris Advisors, LLC | 6 | $388 | 0.00% | +6 | New |
| Bruce G. Allen Investments, LLC | 7 | $453 | 0.00% | −6−46.2% | Reduced |
| Rakuten Securities, Inc. | 8 | $518 | 0.00% | −2−20.0% | Reduced |
| Mendota Financial Group, LLC | 9 | $583 | 0.00% | +9 | New |
| Montag A & Associates Inc | 10 | $648 | 0.00% | −404−97.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $842 | 0.00% | −5−27.8% | Reduced |
| Fortis Group Advisors, LLC | 15 | $971 | 0.00% | −3,735−99.6% | Reduced |
| Lazard Asset Management LLC | 25 | $1.00K | 0.00% | −232,543−100.0% | Reduced |
| Financial Network Wealth Advisors LLC | 16 | $1.04K | 0.00% | −138−89.6% | Reduced |
| Anfield Capital Management, LLC | 16 | $1.04K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 17 | $1.10K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 22 | $1.42K | 0.00% | +22 | New |
| Cape Investment Advisory, Inc. | 23 | $1.49K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $1.75K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 28 | $1.80K | 0.00% | +15+115.4% | Added |
| LGT Financial Advisors LLC | 30 | $1.94K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 30 | $1.95K | 0.00% | +30 | New |
| Capital Advisors, Ltd. LLC | 24 | $2.00K | 0.00% | −22−47.8% | Reduced |
| Hantz Financial Services, Inc. | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 31 | $2.01K | 0.00% | +15+93.8% | Added |
| TD Waterhouse Canada Inc. | 31 | $2.01K | 0.00% | −315−91.0% | Reduced |
| Salomon & Ludwin, LLC | 32 | $2.07K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 32 | $2.07K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 32 | $2.13K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 33 | $2.14K | 0.00% | −66−66.7% | Reduced |
| Beacon Capital Management, LLC | 33 | $2.14K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 33 | $2.14K | 0.00% | +33 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 34 | $2.20K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 35 | $2.28K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 39 | $2.52K | 0.00% | +5+14.7% | Added |
| Ritter Daniher Financial Advisory LLC | 41 | $2.65K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 45 | $2.92K | 0.01% | +45 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 48 | $3.11K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $3.17K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 49 | $3.17K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 50 | $3.24K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 53 | $3.43K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 54 | $3.50K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 55 | $3.56K | 0.00% | +55 | New |
| PSI Advisors, LLC | 61 | $3.95K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 64 | $4.14K | 0.00% | −1−1.5% | Reduced |
| Creative Financial Designs Inc | 66 | $4.24K | 0.00% | −57−46.3% | Reduced |
| JFS Wealth Advisors, LLC | 66 | $4.27K | 0.00% | −11−14.3% | Reduced |
| NBT Bank N A | 66 | $4.27K | 0.00% | +66 | New |
| Private Wealth Management Group, LLC | 68 | $4.40K | 0.00% | +29+74.4% | Added |
| Sound Income Strategies, LLC | 72 | $4.66K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 75 | $4.86K | 0.00% | +50+200.0% | Added |
| Concord Wealth Partners | 75 | $4.89K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 76 | $4.92K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 72 | $5.00K | 0.00% | +36+100.0% | Added |
| Coston, McIsaac & Partners | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $6.47K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $6.47K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $6.47K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $6.47K | 0.00% | +85+566.7% | Added |
| Ashton Thomas Securities, LLC | 100 | $6.47K | 0.00% | +100 | New |
| FSA Wealth Management LLC | 100 | $6.47K | 0.00% | +100 | New |
| Northwest Capital Management Inc | 109 | $7.06K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 110 | $7.12K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 115 | $7.40K | 0.00% | +2+1.8% | Added |
| Mather Group, LLC. | 118 | $7.63K | 0.00% | −2,921−96.1% | Reduced |
| Legacy Investment Solutions, LLC | 97 | $7.77K | 0.00% | +97 | New |
| Legacy Wealth Managment, LLC | 97 | $7.77K | 0.00% | +97 | New |
| Zions Bancorporation, N.A. | 120 | $7.77K | 0.00% | −41−25.5% | Reduced |
| Front Row Advisors LLC | 120 | $7.77K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 120 | $7.77K | 0.00% | +120 | New |
| Covestor Ltd | 129 | $8.00K | 0.01% | +8+6.6% | Added |
| Hemington Wealth Management | 109 | $8.00K | 0.00% | +109 | New |
| Rise Advisors, LLC | 128 | $8.30K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 133 | $8.61K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 134 | $8.68K | 0.00% | +134 | New |
| Westside Investment Management, Inc. | 150 | $8.90K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 137 | $9.11K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 143 | $9.26K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 147 | $9.49K | 0.00% | −11,230−98.7% | Reduced |
| Golden State Equity Partners | 150 | $9.71K | 0.00% | +150 | New |
| Castleview Partners, LLC | 167 | $10.8K | 0.01% | +50+42.7% | Added |
| West Oak Capital, LLC | 176 | $11.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 183 | $11.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 179 | $12.0K | 0.00% | +76+73.8% | Added |
| Whittier Trust Co | 192 | $12.4K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 195 | $12.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 196 | $12.7K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 197 | $12.8K | 0.00% | +1+0.5% | Added |
| Armstrong Advisory Group, Inc | 198 | $12.8K | 0.00% | +15+8.2% | Added |
| Caldwell Sutter Capital, Inc. | 200 | $12.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 203 | $13.1K | 0.00% | +203 | New |
| Trust Co of Vermont | 216 | $14.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 216 | $14.0K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 234 | $15.1K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 242 | $15.7K | 0.00% | +242 | New |