| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Rakuten Securities, Inc. | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $81 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $81 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $81 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 2 | $163 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $163 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 3 | $243 | 0.00% | −2−40.0% | Reduced |
| Y.D. More Investments Ltd | 1,058 | $288 | 0.00% | +192+22.2% | Added |
| DecisionPoint Financial, LLC | 4 | $322 | 0.00% | +1+33.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $325 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 4 | $325 | 0.00% | +4 | New |
| Mascoma Wealth Management LLC | 5 | $406 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 5 | $406 | 0.00% | +5 | New |
| Salomon & Ludwin, LLC | 6 | $482 | 0.00% | −11−64.7% | Reduced |
| Seneschal Advisors, LLC | 6 | $487 | 0.00% | +1+20.0% | Added |
| Breakwater Investment Management | 6 | $487 | 0.00% | +6 | New |
| Abound Wealth Management | 6 | $526 | 0.00% | −46−88.5% | Reduced |
| Stone House Investment Management, LLC | 7 | $568 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 7 | $569 | 0.00% | −18−72.0% | Reduced |
| Crewe Advisors LLC | 7 | $569 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8 | $649 | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 8 | $650 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 9 | $729 | 0.00% | −687−98.7% | Reduced |
| Tounjian Advisory Partners, LLC | 10 | $807 | 0.00% | −10,208−99.9% | Reduced |
| Davis Capital Management | 10 | $812 | 0.00% | +7+233.3% | Added |
| BOK Financial Private Wealth, Inc. | 10 | $812 | 0.00% | +10 | New |
| Strengthening Families & Communities, LLC | 10 | $812 | 0.00% | +10 | New |
| Planning Strategies Inc. | 13 | $1.05K | 0.00% | +13 | New |
| WPG Advisers, LLC | 14 | $1.14K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 14 | $1.15K | 0.00% | −2−12.5% | Reduced |
| American Capital Advisory, LLC | 17 | $1.38K | 0.00% | −4−19.0% | Reduced |
| Provenance Wealth Advisors, LLC | 17 | $1.38K | 0.00% | +17 | New |
| HFM Investment Advisors, LLC | 18 | $1.46K | 0.00% | +8+80.0% | Added |
| Morton Brown Family Wealth, LLC | 19 | $1.54K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 20 | $1.62K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 20 | $1.62K | 0.00% | +20 | New |
| Medallion Wealth Advisors, LLC | 21 | $1.70K | 0.00% | −12−36.4% | Reduced |
| WestEnd Advisors, LLC | 23 | $1.87K | 0.00% | +1+4.5% | Added |
| Dynamic Wealth Strategies, LLC | 25 | $2.03K | 0.00% | +10+66.7% | Added |
| Valued Wealth Advisors LLC | 25 | $2.04K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 29 | $2.35K | 0.00% | +24+480.0% | Added |
| Principia Wealth Advisory, LLC | 32 | $2.60K | 0.00% | −5−13.5% | Reduced |
| Creative Capital Management Investments LLC | 32 | $2.60K | 0.00% | +32 | New |
| Investors Portfolio Services LLC | 32 | $2.60K | 0.00% | −11−25.6% | Reduced |
| Fulcrum Asset Management LLP | 32 | $2.64K | 0.00% | +32 | New |
| First Command Advisory Services, Inc. | 33 | $2.68K | 0.00% | −412−92.6% | Reduced |
| IMG Wealth Management, Inc. | 33 | $2.68K | 0.00% | +5+17.9% | Added |
| Burk Holdings LLC | 35 | $2.84K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 36 | $2.90K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 36 | $2.92K | 0.00% | +36 | New |
| Penserra Capital Management LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 37 | $3.00K | 0.00% | +37 | New |
| Dogwood Wealth Management LLC | 41 | $3.33K | 0.00% | −2,556−98.4% | Reduced |
| MidFirst Bank | 45 | $3.65K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 45 | $3.66K | 0.00% | −6−11.8% | Reduced |
| Walsh & Associates, LLC | 48 | $3.90K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 54 | $4.38K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 54 | $4.38K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 57 | $4.63K | 0.00% | −18−24.0% | Reduced |
| Arlington Trust Co LLC | 58 | $4.71K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 59 | $4.79K | 0.00% | +7+13.5% | Added |
| Delta Asset Management LLC | 60 | $4.87K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 66 | $5.36K | 0.00% | +13+24.5% | Added |
| N.E.W. Advisory Services LLC | 68 | $5.52K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 74 | $6.01K | 0.00% | +51+221.7% | Added |
| Highline Wealth Partners LLC | 77 | $6.25K | 0.00% | −44−36.4% | Reduced |
| Bare Financial Services, Inc | 77 | $6.25K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 77 | $6.25K | 0.00% | +15+24.2% | Added |
| Wolff Wiese Magana LLC | 79 | $6.41K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 84 | $6.82K | 0.00% | −38−31.1% | Reduced |
| Joseph Group Capital Management | 87 | $7.06K | 0.00% | −27−23.7% | Reduced |
| Greykasell Wealth Strategies, Inc. | 87 | $7.06K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 88 | $7.14K | 0.00% | +88 | New |
| Strive Financial Group ,LLC | 90 | $7.30K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 90 | $7.30K | 0.00% | +9+11.1% | Added |
| Rachor Investment Advisory Services, LLC | 93 | $7.59K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 95 | $7.71K | 0.00% | +95 | New |
| High Note Wealth, LLC | 97 | $7.87K | 0.00% | +17+21.3% | Added |
| Avion Wealth | 107 | $8.00K | 0.00% | −30−21.9% | Reduced |
| Marshall Investment Management, LLC | 100 | $8.12K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 100 | $8.12K | 0.00% | +100 | New |
| Kilter Group LLC | 115 | $9.33K | 0.00% | +23+25.0% | Added |
| Clear Street Markets LLC | 116 | $9.41K | 0.00% | +34+41.5% | Added |
| Cape Investment Advisory, Inc. | 118 | $9.58K | 0.00% | +118 | New |
| Pinnacle Bancorp, Inc. | 121 | $9.82K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 121 | $9.82K | 0.00% | +11+10.0% | Added |
| Marquette Asset Management, LLC | 121 | $9.82K | 0.00% | −4−3.2% | Reduced |
| DT Investment Partners, LLC | 122 | $9.90K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 122 | $9.91K | 0.01% | +122 | New |
| Axiom Investment Management LLC | 123 | $9.98K | 0.01% | +123 | New |
| Park Place Capital Corp | 125 | $10.1K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 131 | $10.6K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 133 | $10.8K | 0.01% | −321−70.7% | Reduced |
| Bell Investment Advisors, Inc | 137 | $11.1K | 0.00% | +55+67.1% | Added |
| SHP Wealth Management | 140 | $11.3K | 0.00% | +62+79.5% | Added |
| Bank & Trust Co | 141 | $11.4K | 0.01% | 00.0% | Unchanged |