| E Fund Management (Hong Kong) Co., Ltd. | 2 | $0 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $14 | 0.00% | 0 | Unchanged |
| McClarren Financial Advisors, Inc. | 241 | $48 | 0.03% | +41+20.5% | Added |
| City State Bank | 1 | $242 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $484 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $484 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2 | $484 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 2 | $484 | 0.00% | +2 | New |
| Redwood Wealth Management Group, LLC | 2 | $484 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 2 | $484 | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 3 | $727 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Wetzel Investment Advisors, Inc. | 4 | $1.01K | 0.00% | −124−96.9% | Reduced |
| Horizon Financial Services, LLC | 7 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 7 | $1.69K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 7 | $1.73K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 8 | $1.93K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $1.94K | 0.00% | +1+14.3% | Added |
| Coston, McIsaac & Partners | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $2.18K | 0.00% | −10,019−99.9% | Reduced |
| Opal Wealth Advisors, LLC | 9 | $2.18K | 0.00% | +9 | New |
| WR Wealth Planners, LLC | 10 | $2.42K | 0.00% | +2+25.0% | Added |
| Iron Horse Wealth Management, LLC | 10 | $2.45K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 10 | $2.51K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 11 | $2.66K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $2.66K | 0.00% | +3+37.5% | Added |
| South State Corp. | 12 | $2.90K | 0.00% | −4−25.0% | Reduced |
| Halpern Financial, Inc. | 12 | $2.90K | 0.00% | +12 | New |
| Westend Capital Management, LLC | 14 | $3.35K | 0.00% | −12−46.2% | Reduced |
| SJS Investment Consulting Inc. | 14 | $3.38K | 0.00% | −6−30.0% | Reduced |
| Painted Porch Advisors LLC | 14 | $3.38K | 0.00% | +14 | New |
| West Branch Capital LLC | 15 | $3.65K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 20 | $4.33K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 18 | $4.35K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 19 | $4.59K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 19 | $4.59K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $4.59K | 0.00% | +2+11.8% | Added |
| Legend Financial Advisors, Inc. | 19 | $4.59K | 0.00% | +19 | New |
| Stephens Consulting, LLC | 19 | $4.59K | 0.00% | +19 | New |
| Financial Network Wealth Advisors LLC | 20 | $4.84K | 0.00% | +20 | New |
| Lynx Investment Advisory | 20 | $4.93K | 0.00% | +20 | New |
| Redmont Wealth Advisors LLC | 23 | $5.56K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 24 | $5.80K | 0.00% | +24 | New |
| Vista Private Wealth Partners. LLC | 24 | $5.80K | 0.00% | +24 | New |
| ESL Trust Services, LLC | 25 | $6.04K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 25 | $6.04K | 0.00% | +25 | New |
| Byrne Asset Management LLC | 25 | $6.06K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 26 | $6.29K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 31 | $7.00K | 0.00% | +6+24.0% | Added |
| Creative Financial Designs Inc | 30 | $7.25K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 32 | $7.74K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 34 | $8.22K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 34 | $8.22K | 0.01% | +1+3.0% | Added |
| Tortoise Investment Management, LLC | 35 | $8.46K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 35 | $8.46K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 35 | $8.55K | 0.00% | −257−88.0% | Reduced |
| TFC Financial Management | 35 | $8.56K | 0.00% | +1+2.9% | Added |
| Core Alternative Capital | 36 | $8.70K | 0.00% | 00.0% | Unchanged |
| One River Asset Management, LLC | 36 | $8.70K | 0.00% | +36 | New |
| Cornerstone Planning Group LLC | 43 | $8.94K | 0.00% | +6+16.2% | Added |
| Clear Street Markets LLC | 38 | $9.00K | 0.00% | +38 | New |
| Oliver Lagore Vanvalin Investment Group | 38 | $9.19K | 0.00% | −46−54.8% | Reduced |
| New Age Alpha Advisors, LLC | 38 | $9.19K | 0.01% | +38 | New |
| Robbins Farley LLC | 38 | $9.19K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 39 | $9.43K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 39 | $9.43K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 44 | $10.6K | 0.00% | +33+300.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 49 | $11.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 48 | $11.6K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 48 | $11.6K | 0.00% | +48 | New |
| Bell Investment Advisors, Inc | 49 | $11.8K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $12.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $12.1K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 50 | $12.1K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $12.1K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 50 | $12.1K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 53 | $12.8K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 53 | $12.8K | 0.00% | +6+12.8% | Added |
| Criterion Capital Advisors, LLC | 54 | $13.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 55 | $13.3K | 0.00% | +39+243.8% | Added |
| Pacific Center for Financial Services | 56 | $13.6K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 58 | $14.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 58 | $14.0K | 0.00% | +58 | New |
| REAP Financial Group, LLC | 58 | $14.1K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 60 | $14.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 60 | $14.5K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 62 | $15.0K | 0.00% | −6−8.8% | Reduced |
| DSM Capital Partners LLC | 63 | $15.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 63 | $15.2K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 64 | $15.5K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 64 | $15.5K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 65 | $15.7K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 67 | $16.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 68 | $16.5K | 0.01% | +1+1.5% | Added |
| Eagle Bay Advisors LLC | 70 | $16.9K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 75 | $18.0K | 0.02% | −10−11.8% | Reduced |
| RFP Financial Group LLC | 75 | $18.1K | 0.01% | +27+56.3% | Added |