| Stone House Investment Management, LLC | 1 | $105 | 0.00% | −60−98.4% | Reduced |
| Curio Wealth, LLC | 1 | $105 | 0.00% | −49−98.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1 | $150 | 0.00% | −1−50.0% | Reduced |
| 3 Factor Indexing, LLC | 4 | $419 | 0.00% | +4 | New |
| Rosenberg Matthew Hamilton | 5 | $523 | 0.00% | −15−75.0% | Reduced |
| NorthAvenue LLC | 5 | $523 | 0.00% | −5−50.0% | Reduced |
| Seneschal Advisors, LLC | 5 | $523 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 5 | $523 | 0.00% | +5 | New |
| Global Wealth Strategies & Associates | 7 | $732 | 0.00% | +7 | New |
| Lloyd Advisory Services, LLC. | 8 | $836 | 0.00% | −302−97.4% | Reduced |
| Kingdom Financial Group LLC. | 8 | $836 | 0.00% | +8 | New |
| IMG Wealth Management, Inc. | 9 | $941 | 0.00% | −331−97.4% | Reduced |
| DecisionPoint Financial, LLC | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 10 | $1.05K | 0.00% | +10 | New |
| MBM Wealth Consultants, LLC | 10 | $1.05K | 0.00% | +10 | New |
| Capital & Planning, LLC | 10 | $1.05K | 0.00% | +10 | New |
| Davis Capital Management | 14 | $1.46K | 0.00% | +9+180.0% | Added |
| WestEnd Advisors, LLC | 15 | $1.57K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 15 | $1.57K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 15 | $1.57K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 15 | $1.57K | 0.00% | +15 | New |
| Marshall Investment Management, LLC | 15 | $1.57K | 0.00% | +15 | New |
| POM Investment Strategies, LLC | 16 | $1.67K | 0.00% | −204−92.7% | Reduced |
| PayPay Securities Corp | 18 | $1.74K | 0.06% | −5−21.7% | Reduced |
| Aspect Partners, LLC | 20 | $2.09K | 0.00% | −175−89.7% | Reduced |
| Purpose Unlimited Inc. | 20 | $2.09K | 0.00% | −55−73.3% | Reduced |
| Global Trust Asset Management, LLC | 20 | $2.09K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 20 | $2.09K | 0.00% | +20 | New |
| Bullock Wealth Management Group | 23 | $2.39K | 0.00% | −4,216−99.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 23 | $2.40K | 0.00% | −137−85.6% | Reduced |
| Bellevue Asset Management, LLC | 25 | $2.61K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 25 | $2.61K | 0.01% | −35−58.3% | Reduced |
| Delos Wealth Advisors, LLC | 25 | $2.61K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 25 | $2.61K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 25 | $2.61K | 0.00% | +13+108.3% | Added |
| Gill Capital Partners, LLC | 25 | $2.61K | 0.00% | +25 | New |
| Scarborough Advisors, LLC | 28 | $2.93K | 0.00% | +3+12.0% | Added |
| Signature Resources Capital Management, LLC | 30 | $3.14K | 0.00% | +5+20.0% | Added |
| Redwood Park Advisors LLC | 30 | $3.14K | 0.00% | −10−25.0% | Reduced |
| Abound Financial, LLC | 30 | $3.14K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 30 | $3.14K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 30 | $3.14K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 34 | $3.56K | 0.00% | −349−91.1% | Reduced |
| Union Savings Bank | 35 | $3.66K | 0.00% | −1,125−97.0% | Reduced |
| Financial Network Wealth Advisors LLC | 35 | $3.66K | 0.00% | −345−90.8% | Reduced |
| Old Point Trust & Financial Services N A | 35 | $3.66K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 35 | $3.66K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 35 | $3.66K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 35 | $3.66K | 0.00% | +10+40.0% | Added |
| Clayton Financial Group LLC | 40 | $4.18K | 0.00% | −55−57.9% | Reduced |
| Tradewinds Capital Management, LLC | 40 | $4.18K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 40 | $4.18K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 40 | $4.18K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 40 | $4.18K | 0.00% | +30+300.0% | Added |
| ZRC Wealth Management, LLC | 41 | $4.29K | 0.00% | +21+105.0% | Added |
| Caitlin John, LLC | 43 | $4.50K | 0.00% | −12−21.8% | Reduced |
| Holos Integrated Wealth LLC | 45 | $4.53K | 0.00% | +45 | New |
| Investors Portfolio Services LLC | 54 | $4.69K | 0.00% | +54 | New |
| HighMark Wealth Management LLC | 45 | $4.70K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 45 | $4.71K | 0.00% | −45,146−99.9% | Reduced |
| Sunrise Financial Services, LLC | 45 | $4.71K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 45 | $4.71K | 0.00% | +5+12.5% | Added |
| Corsicana & Co. | 6 | $4.78K | 0.00% | −24−80.0% | Reduced |
| Kerr Financial Planning Corp | 55 | $4.99K | 0.01% | −6−9.8% | Reduced |
| Capital Analysts, LLC | 40 | $5.00K | 0.00% | −55−57.9% | Reduced |
| Strengthening Families & Communities, LLC | 50 | $5.23K | 0.00% | −230−82.1% | Reduced |
| Pacific Center for Financial Services | 50 | $5.23K | 0.00% | +40+400.0% | Added |
| Berkshire Capital Holdings Inc | 50 | $5.23K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 50 | $5.23K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 50 | $5.23K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 50 | $5.23K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 53 | $5.54K | 0.00% | +36+211.8% | Added |
| VSM Wealth Advisory, LLC | 55 | $5.75K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 56 | $5.86K | 0.00% | −22−28.2% | Reduced |
| S&T Bank | 57 | $5.96K | 0.00% | +37+185.0% | Added |
| Cranbrook Wealth Management, LLC | 59 | $6.14K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 60 | $6.27K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 60 | $6.27K | 0.00% | +60 | New |
| Quest 10 Wealth Builders, Inc. | 65 | $6.80K | 0.01% | −5−7.1% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 65 | $6.80K | 0.03% | +65 | New |
| Clal Insurance Enterprises Holdings Ltd | 65 | $7.00K | 0.00% | −5−7.1% | Reduced |
| USA Financial Portformulas Corp | 67 | $7.00K | 0.00% | +12+21.8% | Added |
| Quaker Wealth Management, LLC | 68 | $7.11K | 0.00% | −144−67.9% | Reduced |
| Clark Wealth Partners | 69 | $7.21K | 0.00% | −37−34.9% | Reduced |
| Copia Wealth Management | 70 | $7.32K | 0.01% | −80−53.3% | Reduced |
| Altshuler Shaham Ltd | 71 | $7.42K | 0.00% | −15−17.4% | Reduced |
| Bayban | 75 | $7.84K | 0.01% | +55+275.0% | Added |
| Benson Wealth Management INC | 75 | $7.84K | 0.01% | +75 | New |
| Operose Advisors LLC | 76 | $7.95K | 0.00% | +56+280.0% | Added |
| Coston, McIsaac & Partners | 85 | $8.00K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 79 | $8.26K | 0.01% | +29+58.0% | Added |
| Frazier Financial Advisors, LLC | 79 | $8.30K | 0.00% | +79 | New |
| Torren Management, LLC | 80 | $8.36K | 0.00% | −160−66.7% | Reduced |
| HHM Wealth Advisors, LLC | 80 | $8.36K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 80 | $8.36K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 81 | $8.47K | 0.00% | +81 | New |
| Richardson Capital Management LLC | 85 | $8.89K | 0.00% | +85 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $9.20K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 90 | $9.41K | 0.00% | −5,134−98.3% | Reduced |
| Battery Global Advisors, LLC | 90 | $9.41K | 0.01% | −3,940−97.8% | Reduced |
