| Baldrige Asset Management LLC | 3 | $0 | 0.00% | +3 | New |
| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| SkyView Investment Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 151 | $2 | 0.00% | +151 | New |
| Central Bank & Trust Co | 1 | $151 | 0.00% | +1 | New |
| Bellwether Advisors, LLC | 1 | $151 | 0.00% | +1 | New |
| Baker Avenue Asset Management, LP | 2 | $302 | 0.00% | +2 | New |
| Carolinas Wealth Consulting LLC | 3 | $453 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $453 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $755 | 0.00% | −90−94.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 5 | $755 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 5 | $755 | 0.00% | +5 | New |
| Moisand Fitzgerald Tamayo, LLC | 5 | $756 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $897 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 6 | $912 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | −40−83.3% | Reduced |
| Versant Capital Management, Inc | 7 | $1.06K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $1.06K | 0.00% | +7 | New |
| Rain Capital Management, LLC | 7 | $1.06K | 0.00% | +7 | New |
| Horan Securities, Inc. | 7 | $1.07K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 10 | $1.51K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 13 | $1.96K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 16 | $2.00K | 0.00% | +1+6.7% | Added |
| Washington Trust Advisors, Inc. | 15 | $2.27K | 0.00% | +3+25.0% | Added |
| Clearstead Advisors, LLC | 15 | $2.27K | 0.00% | +4+36.4% | Added |
| Red Tortoise LLC | 16 | $2.42K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $2.42K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 17 | $2.57K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $2.57K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 17 | $2.57K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 18 | $2.72K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 18 | $2.72K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 18 | $2.72K | 0.00% | +18 | New |
| Harbour Investments, Inc. | 18 | $2.72K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 19 | $2.87K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 20 | $3.02K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 22 | $3.32K | 0.00% | −72−76.6% | Reduced |
| Anchor Investment Management, LLC | 25 | $3.75K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 25 | $3.78K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 25 | $3.78K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 25 | $3.78K | 0.00% | +25 | New |
| Front Row Advisors LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 27 | $4.08K | 0.00% | +6+28.6% | Added |
| Grove Bank & Trust | 27 | $4.08K | 0.00% | +27 | New |
| Creative Financial Designs Inc | 30 | $4.53K | 0.00% | +30 | New |
| Zions Bancorporation, N.A. | 32 | $4.83K | 0.00% | −32−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 34 | $5.14K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 35 | $5.29K | 0.00% | +8+29.6% | Added |
| Abound Wealth Management | 35 | $5.29K | 0.00% | +35 | New |
| Venturi Wealth Management, LLC | 39 | $5.89K | 0.00% | +39 | New |
| Asset Dedication, LLC | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 40 | $6.04K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 40 | $6.04K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 42 | $6.34K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 47 | $7.10K | 0.00% | +47 | New |
| NewSquare Capital LLC | 49 | $7.40K | 0.00% | +49 | New |
| HighMark Wealth Management LLC | 52 | $7.85K | 0.01% | +6+13.0% | Added |
| JFS Wealth Advisors, LLC | 52 | $7.86K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 54 | $8.00K | 0.00% | −14−20.6% | Reduced |
| RFP Financial Group LLC | 53 | $8.01K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 55 | $8.31K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 57 | $8.61K | 0.00% | +3+5.6% | Added |
| Point72 Middle East FZE | 57 | $8.68K | 0.00% | +57 | New |
| Machina Capital S.A.S. | 58 | $8.76K | 0.01% | +58 | New |
| Tower View Investment Management & Research LLC | 57 | $9.00K | 0.01% | −44−43.6% | Reduced |
| Brown Brothers Harriman & Co | 64 | $9.67K | 0.00% | +1+1.6% | Added |
| Salem Investment Counselors Inc | 65 | $9.82K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 65 | $9.82K | 0.01% | 00.0% | Unchanged |
| City State Bank | 66 | $10.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 69 | $10.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 68 | $11.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 74 | $11.1K | 0.00% | +1+1.4% | Added |
| United Community Bank | 75 | $11.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 83 | $12.5K | 0.00% | +5+6.4% | Added |
| Core Alternative Capital | 85 | $12.9K | 0.00% | +30+54.5% | Added |
| Sunbelt Securities, Inc. | 93 | $13.8K | 0.00% | +93 | New |
| MCF Advisors LLC | 98 | $14.8K | 0.00% | +94+2,350.0% | Added |
| Bell Investment Advisors, Inc | 100 | $15.1K | 0.00% | −6−5.7% | Reduced |
| Field & Main Bank | 100 | $15.1K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $15.1K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 100 | $15.1K | 0.01% | +100 | New |
| GW&K Investment Management, LLC | 110 | $16.0K | 0.00% | +2+1.9% | Added |
| Wolff Wiese Magana LLC | 108 | $16.3K | 0.01% | −5−4.4% | Reduced |
| GoalVest Advisory LLC | 115 | $17.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 120 | $18.1K | 0.01% | +7+6.2% | Added |
| Umb Bank N A | 130 | $19.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 130 | $19.6K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 133 | $19.7K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 155 | $23.4K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 160 | $24.0K | 0.00% | −27−14.4% | Reduced |
| Armstrong Advisory Group, Inc | 163 | $24.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 165 | $24.9K | 0.00% | −17−9.3% | Reduced |
| Parkside Financial Bank & Trust | 168 | $25.4K | 0.01% | −6−3.4% | Reduced |
| PrairieView Partners, LLC | 178 | $26.0K | 0.00% | +1+0.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 183 | $27.6K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 195 | $29.5K | 0.02% | −2−1.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 200 | $30.2K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 210 | $31.7K | 0.01% | −110−34.4% | Reduced |