| Investors Portfolio Services LLC | 3 | $481 | 0.00% | +3 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $533 | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 7 | $1.24K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 10 | $1.78K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $1.78K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 2,133 | $2.13K | 0.00% | +2,133 | New |
| Key Capital Management, INC | 14 | $2.49K | 0.00% | +14 | New |
| Manning & Napier Advisors LLC | 14 | $2.53K | 0.00% | +14 | New |
| 1620 Investment Advisors, Inc. | 14 | $2.62K | 0.00% | −1−6.7% | Reduced |
| Arcadia Investment Management Corp | 15 | $2.67K | 0.00% | +11+275.0% | Added |
| Stephens Consulting, LLC | 15 | $2.67K | 0.00% | +15 | New |
| McCarthy Grittinger Financial Group, LLC | 15 | $2.67K | 0.00% | +15 | New |
| Luken Investment Analytics, LLC | 16 | $2.84K | 0.00% | +16 | New |
| Pacifica Partners Inc. | 17 | $2.85K | 0.00% | +17 | New |
| Measured Wealth Private Client Group, LLC | 17 | $3.02K | 0.00% | +17 | New |
| Country Trust Bank | 18 | $3.20K | 0.00% | −1,343−98.7% | Reduced |
| LGT Financial Advisors LLC | 20 | $3.56K | 0.02% | +20 | New |
| Fairway Wealth LLC | 20 | $3.56K | 0.00% | +20 | New |
| Sarver Vrooman Wealth Advisors | 20 | $3.56K | 0.00% | +20 | New |
| TCTC Holdings, LLC | 21 | $3.73K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 22 | $3.91K | 0.00% | −117−84.2% | Reduced |
| Security National Bank | 22 | $3.91K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 25 | $4.44K | 0.00% | +25 | New |
| Meramec Financial Planners, LLC | 33 | $4.49K | 0.00% | +33 | New |
| Pacific Center for Financial Services | 27 | $4.93K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 32 | $5.00K | 0.00% | +32 | New |
| Robinswood Financial LLC | 30 | $5.33K | 0.00% | 00.0% | Unchanged |
| Bayban | 30 | $5.33K | 0.00% | +30 | New |
| Vermillion & White Wealth Management Group, LLC | 31 | $5.51K | 0.00% | +31 | New |
| Avalon Trust Co | 33 | $5.87K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 33 | $5.87K | 0.00% | +11+50.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 33 | $5.87K | 0.00% | +33 | New |
| WestEnd Advisors, LLC | 37 | $6.58K | 0.00% | −4−9.8% | Reduced |
| Sankala Group LLC | 51 | $7.00K | 0.01% | +51 | New |
| Compass Financial Services Inc | 41 | $7.29K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 42 | $7.47K | 0.00% | +40+2,000.0% | Added |
| Ogorek Anthony Joseph | 50 | $8.00K | 0.00% | +1+2.0% | Added |
| HFM Investment Advisors, LLC | 47 | $8.36K | 0.00% | +34+261.5% | Added |
| WFA of San Diego, LLC | 50 | $8.89K | 0.01% | 00.0% | Unchanged |
| Raelipskie Partnership | 50 | $8.89K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 54 | $9.60K | 0.01% | +54 | New |
| Entrust Financial LLC | 55 | $9.78K | 0.01% | +55 | New |
| Heritage Wealth Advisors | 56 | $9.95K | 0.00% | −16−22.2% | Reduced |
| Networth Advisors, LLC | 57 | $10.1K | 0.01% | +57 | New |
| Graney & King, LLC | 62 | $11.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 65 | $11.6K | 0.00% | −550−89.4% | Reduced |
| Crews Bank & Trust | 65 | $11.6K | 0.00% | −35−35.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 67 | $11.9K | 0.00% | −740−91.7% | Reduced |
| City Holding Co | 69 | $12.3K | 0.00% | +45+187.5% | Added |
| Altshuler Shaham Ltd | 69 | $12.3K | 0.00% | +69 | New |
| PayPay Securities Corp | 71 | $12.6K | 0.37% | +33+86.8% | Added |
| Winnow Wealth LLC | 75 | $13.3K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 79 | $14.0K | 0.00% | +66+507.7% | Added |
| Atomic Invest LLC | 78 | $14.1K | 0.01% | +78 | New |
| Sawyer & Company, Inc | 80 | $14.2K | 0.01% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 85 | $15.1K | 0.01% | +85 | New |
| Atlantic Private Wealth, LLC | 86 | $15.3K | 0.01% | −13−13.1% | Reduced |
| Commonwealth Retirement Investments LLC | 88 | $15.6K | 0.01% | +88 | New |
| Kennebec Savings Bank | 94 | $16.7K | 0.01% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 120 | $17.6K | 0.02% | +120 | New |
| Delos Wealth Advisors, LLC | 100 | $17.8K | 0.01% | −100−50.0% | Reduced |
| Thompson Investment Management, Inc. | 100 | $17.8K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 100 | $17.8K | 0.02% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 100 | $17.8K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 101 | $18.0K | 0.01% | −182−64.3% | Reduced |
| Horizon Bancorp Inc | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 104 | $18.5K | 0.00% | +11+11.8% | Added |
| Proathlete Wealth Management LLC | 108 | $19.2K | 0.01% | +26+31.7% | Added |
| Ameliora Wealth Management Ltd. | 110 | $19.6K | 0.01% | +110 | New |
| Perkins Coie Trust Co | 112 | $19.9K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 120 | $21.3K | 0.01% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 126 | $22.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 124 | $22.0K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 126 | $22.4K | 0.01% | +19+17.8% | Added |
| Rachor Investment Advisory Services, LLC | 130 | $23.1K | 0.01% | +130 | New |
| Quest 10 Wealth Builders, Inc. | 132 | $23.4K | 0.02% | +120+1,000.0% | Added |
| Cranbrook Wealth Management, LLC | 140 | $24.9K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 148 | $26.3K | 0.02% | −50−25.3% | Reduced |
| Uniplan Investment Counsel, Inc. | 149 | $26.7K | 0.00% | −192−56.3% | Reduced |
| Frazier Financial Advisors, LLC | 150 | $26.7K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 151 | $26.8K | 0.00% | +13+9.4% | Added |
| PFS Partners, LLC | 152 | $27.0K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 154 | $27.4K | 0.01% | −2−1.3% | Reduced |
| Basepoint Wealth LLC | 162 | $28.8K | 0.02% | +162 | New |
| IAG Wealth Partners, LLC | 168 | $29.9K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 174 | $30.9K | 0.02% | +2+1.2% | Added |
| Wealth Preservation Advisors, LLC | 175 | $31.1K | 0.02% | −140−44.4% | Reduced |
| Morton Brown Family Wealth, LLC | 175 | $31.1K | 0.01% | +125+250.0% | Added |
| Cornerstone Financial Management LLC | 177 | $31.5K | 0.03% | +177 | New |
| Clayton Financial Group LLC | 180 | $32.0K | 0.02% | +150+500.0% | Added |
| William B. Walkup & Associates, Inc. | 182 | $32.4K | 0.02% | 00.0% | Unchanged |
| Copos Capital S.a r.l. | 190 | $33.8K | 0.02% | +190 | New |
| S&T Bank | 195 | $34.7K | 0.01% | +47+31.8% | Added |
| Reflection Asset Management | 200 | $34.9K | 0.02% | +200 | New |
| Quest Partners LLC | 198 | $35.2K | 0.00% | −227−53.4% | Reduced |
| Prudent Man Investment Management, Inc. | 198 | $35.2K | 0.01% | +198 | New |
| LFA - Lugano Financial Advisors SA | 200 | $35.5K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 200 | $35.5K | 0.03% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 200 | $35.5K | 0.01% | 00.0% | Unchanged |
