| Sachetta, LLC | 224 | $12.9K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 216 | $12.8K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 209 | $12.4K | 0.00% | +5+2.5% | Added |
| CNB Bank | 200 | $11.9K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 200 | $11.9K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 200 | $11.9K | 0.01% | +200 | New |
| JFS Wealth Advisors, LLC | 197 | $11.7K | 0.00% | −1−0.5% | Reduced |
| Spire Wealth Management | 197 | $11.7K | 0.00% | +12+6.5% | Added |
| Barrett & Company, Inc. | 196 | $11.6K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 186 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 186 | $11.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 173 | $10.3K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 162 | $9.60K | 0.00% | −26−13.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 178 | $9.54K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 158 | $9.37K | 0.00% | +131+485.2% | Added |
| Wetzel Investment Advisors, Inc. | 172 | $9.20K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 154 | $9.13K | 0.00% | +154 | New |
| Sunbelt Securities, Inc. | 145 | $8.60K | 0.00% | −26−15.2% | Reduced |
| BFSG, LLC | 144 | $8.54K | 0.00% | +124+620.0% | Added |
| Fernwood Investment Management, LLC | 144 | $8.54K | 0.00% | +144 | New |
| LifeSteps Financial, Inc. | 138 | $8.18K | 0.01% | +138 | New |
| Asset Dedication, LLC | 123 | $8.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 122 | $7.23K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 121 | $7.17K | 0.00% | −1,120−90.2% | Reduced |
| Manchester Capital Management LLC | 120 | $7.11K | 0.00% | +5+4.3% | Added |
| Valued Wealth Advisors LLC | 118 | $7.00K | 0.00% | +18+18.0% | Added |
| Cetera Trust Company, N.A | 112 | $6.64K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 112 | $6.64K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 111 | $6.58K | 0.00% | +111 | New |
| Capital Advisors, Ltd. LLC | 99 | $6.00K | 0.00% | +7+7.6% | Added |
| Avion Wealth | 100 | $6.00K | 0.00% | +18+22.0% | Added |
| AllSquare Wealth Management LLC | 100 | $5.93K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $5.93K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 96 | $5.69K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 95 | $5.63K | 0.00% | −3−3.1% | Reduced |
| MCF Advisors LLC | 94 | $5.57K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 94 | $5.57K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 92 | $5.45K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 90 | $5.31K | 0.00% | +5+5.9% | Added |
| Provenance Wealth Advisors, LLC | 83 | $4.92K | 0.00% | −27−24.5% | Reduced |
| Northwest Investment Counselors, LLC | 78 | $4.62K | 0.00% | +78 | New |
| GoalVest Advisory LLC | 74 | $4.39K | 0.00% | +74 | New |
| WR Wealth Planners, LLC | 71 | $4.21K | 0.00% | +71 | New |
| TFC Financial Management | 68 | $4.03K | 0.00% | +4+6.3% | Added |
| Continuum Advisory, LLC | 72 | $3.97K | 0.00% | +72 | New |
| Frank, Rimerman Advisors LLC | 62 | $3.67K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 61 | $3.62K | 0.00% | +61 | New |
| Fortitude Family Office, LLC | 60 | $3.56K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 60 | $3.56K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 60 | $3.56K | 0.00% | +60 | New |
| Moisand Fitzgerald Tamayo, LLC | 58 | $3.44K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 56 | $3.32K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 56 | $3.32K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 52 | $3.08K | 0.00% | −206−79.8% | Reduced |
| Longfellow Investment Management Co LLC | 48 | $2.85K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 46 | $2.73K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 45 | $2.67K | 0.00% | +45 | New |
| Granite FO LLC | 56 | $2.63K | 0.00% | +56 | New |
| Retirement Group, LLC | 44 | $2.61K | 0.00% | −12−21.4% | Reduced |
| Trust Co of Vermont | 44 | $2.61K | 0.00% | +38+633.3% | Added |
| TD Capital Management LLC | 40 | $2.37K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 40 | $2.37K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 40 | $2.31K | 0.00% | +4+11.1% | Added |
| Aspect Partners, LLC | 37 | $2.19K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 36 | $2.13K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 35 | $2.08K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 42 | $2.00K | 0.02% | −1,500−97.3% | Reduced |
| Jones Financial Companies LLLP | 32 | $1.90K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $1.90K | 0.00% | +1+3.2% | Added |
| AM Squared Ltd | 30 | $1.78K | 0.00% | +30 | New |
| Richardson Financial Services Inc. | 27 | $1.60K | 0.00% | +27 | New |
| North Star Investment Management Corp. | 26 | $1.54K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 21 | $1.25K | 0.00% | +21 | New |
| Wolff Wiese Magana LLC | 20 | $1.19K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 20 | $1.19K | 0.00% | +20 | New |
| Jamison Private Wealth Management, Inc. | 20 | $1.19K | 0.00% | +20 | New |
| Highline Wealth Partners LLC | 18 | $1.07K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 16 | $949 | 0.00% | +8+100.0% | Added |
| Larson Financial Group LLC | 16 | $948 | 0.00% | −46−74.2% | Reduced |
| Rakuten Securities, Inc. | 15 | $889 | 0.00% | −106−87.6% | Reduced |
| Pineridge Advisors LLC | 14 | $830 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $830 | 0.00% | +6+75.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 14 | $830 | 0.00% | +14 | New |
| Tucker Asset Management LLC | 12 | $711 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 11 | $651 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 10 | $593 | 0.00% | −120−92.3% | Reduced |
| Castleview Partners, LLC | 10 | $593 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $475 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $474 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 7 | $415 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 6 | $356 | 0.00% | −6−50.0% | Reduced |
| Bruce G. Allen Investments, LLC | 6 | $356 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4 | $259 | 0.00% | −1−20.0% | Reduced |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −919,000−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −760,000−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −501,162−100.0% | Sold out |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −494,060−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −427,646−100.0% | Sold out |