| Plante Moran Financial Advisors, LLC | 40 | $240 | 0.00% | −33−45.2% | Reduced |
| NVWM, LLC | 40 | $240 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 40 | $240 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 40 | $240 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 39 | $234 | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 39 | $234 | 0.00% | +39 | New |
| Miller Wealth Advisors, LLC | 38 | $229 | 0.00% | 00.0% | Unchanged |
| Trust Co | 38 | $228 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 37 | $222 | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 37 | $222 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 33 | $197 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 32 | $192 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 32 | $192 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 31 | $186 | 0.00% | −42−57.5% | Reduced |
| ORG Wealth Partners, LLC | 30 | $182 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 30 | $180 | 0.00% | −1−3.2% | Reduced |
| Tradewinds Capital Management, LLC | 30 | $180 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 30 | $180 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 30 | $180 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 30 | $179 | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 22 | $172 | 0.00% | +1+4.8% | Added |
| Fairscale Capital, LLC | 28 | $168 | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 28 | $168 | 0.00% | +28 | New |
| Vermillion Wealth Management, Inc. | 28 | $166 | 0.00% | +1+3.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 27 | $162 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 12 | $160 | 0.00% | +12 | New |
| Strategic Investment Solutions, Inc. | 25 | $151 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $150 | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 25 | $150 | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 25 | $150 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 24 | $144 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 24 | $144 | 0.00% | +6+33.3% | Added |
| Atlantic Trust, LLC | 23 | $138 | 0.00% | −62−72.9% | Reduced |
| Tidemark, LLC | 23 | $138 | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 23 | $138 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 22 | $134 | 0.00% | −4−15.4% | Reduced |
| Pacific Center for Financial Services | 22 | $132 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 22 | $132 | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 22 | $132 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 12 | $130 | 0.00% | +12 | New |
| Lodestone Wealth Management LLC | 21 | $123 | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 20 | $120 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $120 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 20 | $120 | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 20 | $120 | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 20 | $120 | 0.00% | +20 | New |
| Piscataqua Savings Bank | 20 | $118 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 19 | $114 | 0.00% | −55−74.3% | Reduced |
| Dunhill Financial, LLC | 16 | $101 | 0.00% | −1−5.9% | Reduced |
| Glen Eagle Advisors, LLC | 16 | $96 | 0.00% | −30−65.2% | Reduced |
| Fairman Group, LLC | 15 | $91 | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 15 | $90 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $78 | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 13 | $78 | 0.00% | +13 | New |
| Strengthening Families & Communities, LLC | 12 | $75 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 12 | $72 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 12 | $72 | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 12 | $72 | 0.00% | +12 | New |
| Graney & King, LLC | 12 | $71 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 11 | $69 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $67 | 0.00% | +5 | New |
| First Horizon Corp | 11 | $66 | 0.00% | −43−79.6% | Reduced |
| Essex Investment Management Co LLC | 11 | $66 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 11 | $66 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 11 | $66 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 11 | $66 | 0.00% | +11 | New |
| Kingdom Financial Group LLC. | 11 | $66 | 0.00% | +11 | New |
| Center for Financial Planning, Inc. | 10 | $60 | 0.00% | −298−96.8% | Reduced |
| Park Place Capital Corp | 10 | $60 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 10 | $60 | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 10 | $60 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 10 | $60 | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 10 | $60 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 10 | $60 | 0.00% | +10 | New |
| RMG Wealth Management LLC | 4 | $53 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 8 | $51 | 0.00% | −27−77.1% | Reduced |
| Motco | 8 | $48 | 0.00% | −300−97.4% | Reduced |
| Princeton Global Asset Management LLC | 8 | $48 | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 8 | $48 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 6 | $36 | 0.00% | +6 | New |
| Tower Trust & Investment Co | 6 | $35 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $35 | 0.00% | +4+200.0% | Added |
| WealthCollab, LLC | 5 | $30 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 5 | $30 | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 5 | $29 | 0.00% | −325−98.5% | Reduced |
| Federated Hermes, Inc. | 4 | $24 | 0.00% | −1−20.0% | Reduced |
| Creative Financial Designs Inc | 4 | $24 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $24 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 4 | $22 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $18 | 0.00% | −1−25.0% | Reduced |
| Fortis Group Advisors, LLC | 3 | $18 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3 | $18 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 3 | $18 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3 | $18 | 0.00% | +3 | New |
| IMG Wealth Management, Inc. | 2 | $14 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $12 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $12 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2 | $12 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 2 | $12 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1 | $6 | 0.00% | 00.0% | Unchanged |