| West Financial Advisors, LLC | 0 | $1 | 0.00% | 0 | New |
| Walsh & Associates, LLC | 2 | $293 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $439 | 0.01% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 6 | $876 | 0.00% | −27−81.8% | Reduced |
| 3 Factor Indexing, LLC | 6 | $878 | 0.00% | +6 | New |
| Horrell Capital Management, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Investors Portfolio Services LLC | 8 | $1.04K | 0.00% | +5+166.7% | Added |
| Hickory Point Bank & Trust | 9 | $1.32K | 0.00% | +9 | New |
| CGC Financial Services, LLC | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 11 | $1.67K | 0.00% | +11 | New |
| HFM Investment Advisors, LLC | 12 | $1.75K | 0.00% | −35−74.5% | Reduced |
| Align Financial, LLC | 12 | $1.75K | 0.00% | −2,121−99.4% | Reduced |
| Main Street Group, LTD | 12 | $1.75K | 0.00% | +12 | New |
| 1620 Investment Advisors, Inc. | 14 | $2.15K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 15 | $2.19K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 17 | $2.49K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 19 | $2.78K | 0.00% | −23−54.8% | Reduced |
| Davis Asset Management, L.P. | 20 | $2.87K | 0.00% | +20 | New |
| Fairway Wealth LLC | 20 | $2.93K | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 20 | $2.93K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 20 | $2.93K | 0.00% | +20 | New |
| Phillip James Consulting Co. | 25 | $3.00K | 0.00% | +25 | New |
| Security National Bank | 22 | $3.22K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 22 | $3.22K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 25 | $3.70K | 0.00% | +8+47.1% | Added |
| Mascoma Wealth Management LLC | 26 | $3.80K | 0.00% | +1+4.0% | Added |
| First Pacific Financial | 28 | $4.10K | 0.00% | +28 | New |
| Delos Wealth Advisors, LLC | 29 | $4.24K | 0.00% | −71−71.0% | Reduced |
| Bayban | 30 | $4.39K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 30 | $4.39K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 31 | $4.54K | 0.00% | +31 | New |
| Westend Capital Management, LLC | 32 | $4.68K | 0.00% | +32 | New |
| Foster Dykema Cabot & Partners, LLC | 33 | $4.83K | 0.00% | 00.0% | Unchanged |
| XY Capital Ltd | 33 | $4.83K | 0.01% | +33 | New |
| Avalon Trust Co | 33 | $4.83K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 34 | $4.97K | 0.00% | +34 | New |
| WestEnd Advisors, LLC | 37 | $5.41K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 39 | $5.71K | 0.00% | +24+160.0% | Added |
| Key Capital Management, INC | 39 | $5.71K | 0.00% | +25+178.6% | Added |
| PayPay Securities Corp | 41 | $5.85K | 0.20% | −30−42.3% | Reduced |
| City Holding Co | 46 | $6.73K | 0.00% | −23−33.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 51 | $7.00K | 0.00% | +1+2.0% | Added |
| Strategic Wealth Advisors LLC | 52 | $7.00K | 0.01% | +20+62.5% | Added |
| Evelyn Partners Investment Management LLP | 48 | $7.02K | 0.00% | +48 | New |
| Dunhill Financial, LLC | 49 | $7.21K | 0.00% | −275−84.9% | Reduced |
| WFA of San Diego, LLC | 50 | $7.31K | 0.01% | 00.0% | Unchanged |
| Raelipskie Partnership | 50 | $7.31K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 51 | $7.38K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 55 | $8.04K | 0.01% | −780−93.4% | Reduced |
| Axiom Investment Management LLC | 55 | $8.04K | 0.01% | +55 | New |
| Godfrey Financial Associates, Inc. | 58 | $8.48K | 0.01% | +4+7.4% | Added |
| Sherman Asset Management, Inc. | 59 | $8.63K | 0.01% | −3,741−98.4% | Reduced |
| Graney & King, LLC | 62 | $9.07K | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 62 | $9.07K | 0.00% | +62 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 67 | $9.80K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 68 | $9.95K | 0.01% | +68 | New |
| Valued Wealth Advisors LLC | 72 | $10.5K | 0.00% | +39+118.2% | Added |
| Pacific Center for Financial Services | 73 | $10.7K | 0.00% | +46+170.4% | Added |
| Vanguard National Trust Co | 77 | $11.3K | 0.00% | +77 | New |
| IMA Wealth, Inc. | 79 | $11.6K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 80 | $11.7K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 82 | $12.0K | 0.00% | +13+18.8% | Added |
| Portus Wealth Advisors, LLC | 82 | $12.0K | 0.01% | +82 | New |
| Atlantic Private Wealth, LLC | 86 | $12.6K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 89 | $13.0K | 0.01% | −12−11.9% | Reduced |
| Burk Holdings LLC | 90 | $13.2K | 0.01% | +90 | New |
| Proathlete Wealth Management LLC | 93 | $13.6K | 0.00% | −15−13.9% | Reduced |
| Provenance Wealth Advisors, LLC | 94 | $13.8K | 0.00% | −497−84.1% | Reduced |
| Kennebec Savings Bank | 94 | $13.8K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $14.6K | 0.01% | −2,500−96.2% | Reduced |
| Thompson Investment Management, Inc. | 100 | $14.6K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 100 | $14.6K | 0.01% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 100 | $14.6K | 0.01% | 00.0% | Unchanged |
| MH & Associates Securities Management Corp | 100 | $14.6K | 0.01% | +100 | New |
| Union Savings Bank | 100 | $14.6K | 0.01% | +100 | New |
| Horizon Bancorp Inc | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 103 | $15.1K | 0.00% | +85+472.2% | Added |
| Manning & Napier Advisors LLC | 110 | $15.1K | 0.00% | +96+685.7% | Added |
| Trust Co | 104 | $15.2K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 182 | $15.4K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 110 | $16.1K | 0.00% | +110 | New |
| Perkins Coie Trust Co | 112 | $16.4K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 115 | $16.8K | 0.00% | +115 | New |
| BOK Financial Private Wealth, Inc. | 117 | $17.1K | 0.00% | −407−77.7% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 120 | $17.6K | 0.02% | 00.0% | Unchanged |
| Atomic Invest LLC | 128 | $17.6K | 0.01% | +50+64.1% | Added |
| Rachor Investment Advisory Services, LLC | 121 | $17.7K | 0.01% | −9−6.9% | Reduced |
| Winthrop Capital Management, LLC | 126 | $18.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 124 | $18.1K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 125 | $18.3K | 0.00% | −113−47.5% | Reduced |
| Clayton Financial Group LLC | 130 | $19.0K | 0.01% | −50−27.8% | Reduced |
| Networth Advisors, LLC | 132 | $19.3K | 0.01% | +75+131.6% | Added |
| Ameliora Wealth Management Ltd. | 110 | $19.6K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 138 | $20.2K | 0.01% | +138 | New |
| Cranbrook Wealth Management, LLC | 140 | $20.5K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 143 | $20.9K | 0.00% | −515−78.3% | Reduced |
| Millstone Evans Group, LLC | 148 | $21.6K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 150 | $21.9K | 0.01% | −1,562−91.2% | Reduced |