| Harvest Fund Management Co., Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $8 | 0.00% | −551−99.8% | Reduced |
| Salem Investment Counselors Inc | 0 | $63 | 0.00% | 0 | New |
| High Note Wealth, LLC | 4 | $149 | 0.00% | +4 | New |
| Caitlin John, LLC | 4 | $149 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $153 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $186 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 5 | $186 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 6 | $223 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 9 | $334 | 0.00% | +9 | New |
| Strengthening Families & Communities, LLC | 9 | $337 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $372 | 0.00% | −835−98.8% | Reduced |
| Retirement Wealth Solutions LLC | 10 | $372 | 0.00% | +10 | New |
| SIMA Wealth Partners, LLC | 10 | $372 | 0.00% | +10 | New |
| Seneschal Advisors, LLC | 11 | $409 | 0.00% | +11 | New |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $446 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 14 | $520 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 14 | $520 | 0.00% | +14 | New |
| American Capital Advisory, LLC | 14 | $521 | 0.00% | +11+366.7% | Added |
| Winnow Wealth LLC | 14 | $532 | 0.00% | +14 | New |
| HFM Investment Advisors, LLC | 19 | $706 | 0.00% | −1−5.0% | Reduced |
| Guerra Advisors Inc | 20 | $743 | 0.00% | +20 | New |
| Tortoise Investment Management, LLC | 22 | $818 | 0.00% | +13+144.4% | Added |
| Avalon Trust Co | 22 | $818 | 0.00% | +22 | New |
| ZRC Wealth Management, LLC | 23 | $855 | 0.00% | +23 | New |
| Evolution Wealth Management Inc. | 23 | $855 | 0.00% | +23 | New |
| Marshall & Sterling Wealth Advisors Inc. | 24 | $892 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 28 | $1.04K | 0.00% | +28 | New |
| Strive Asset Management, LLC | 30 | $1.11K | 0.00% | +30 | New |
| Principia Wealth Advisory, LLC | 31 | $1.15K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 31 | $1.15K | 0.00% | +7+29.2% | Added |
| Texas Capital Bancshares Inc | 31 | $1.15K | 0.00% | +31 | New |
| WestEnd Advisors, LLC | 34 | $1.26K | 0.00% | +34 | New |
| Albion Financial Group | 34 | $1.26K | 0.00% | +34 | New |
| Transamerica Financial Advisors, Inc. | 36 | $1.33K | 0.00% | +19+111.8% | Added |
| Financial Management Professionals, Inc. | 36 | $1.35K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 41 | $1.52K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $1.52K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 43 | $1.60K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 43 | $1.60K | 0.00% | +43 | New |
| Binnacle Investments Inc | 47 | $1.75K | 0.00% | +16+51.6% | Added |
| Strategic Wealth Partners, Ltd. | 52 | $1.93K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 53 | $1.97K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 43 | $2.00K | 0.00% | +43 | New |
| Creekmur Asset Management LLC | 59 | $2.19K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 60 | $2.23K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 60 | $2.25K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 62 | $2.30K | 0.00% | +14+29.2% | Added |
| Pineridge Advisors LLC | 65 | $2.40K | 0.00% | −33−33.7% | Reduced |
| Advanced Portfolio Management, LLC | 67 | $2.49K | 0.01% | +67 | New |
| CGC Financial Services, LLC | 69 | $2.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $2.86K | 0.00% | −67−46.5% | Reduced |
| Private Wealth Management Group, LLC | 77 | $2.86K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 80 | $2.97K | 0.00% | −11−12.1% | Reduced |
| Aspect Partners, LLC | 84 | $3.12K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 100 | $3.25K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 88 | $3.27K | 0.00% | +88 | New |
| Essential Partners LLC | 95 | $3.53K | 0.00% | +52+120.9% | Added |
| South State Corp. | 98 | $3.64K | 0.00% | −77−44.0% | Reduced |
| Clark Wealth Partners | 104 | $3.64K | 0.00% | +66+173.7% | Added |
| Adirondack Trust Co | 100 | $3.71K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $3.72K | 0.00% | −4−3.8% | Reduced |
| Hoey Investments, Inc | 100 | $3.72K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $3.72K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 105 | $3.90K | 0.00% | −10−8.7% | Reduced |
| Thompson Investment Management, Inc. | 105 | $3.90K | 0.00% | +105 | New |
| Ogorek Anthony Joseph | 116 | $4.00K | 0.00% | −31−21.1% | Reduced |
| Capital Analysts, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 111 | $4.00K | 0.00% | +111 | New |
| Caldwell Sutter Capital, Inc. | 117 | $4.35K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 118 | $4.38K | 0.00% | −12−9.2% | Reduced |
| Stone House Investment Management, LLC | 118 | $4.38K | 0.00% | +81+218.9% | Added |
| Gen-Wealth Partners Inc | 123 | $4.57K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 124 | $4.61K | 0.00% | +66+113.8% | Added |
| Strategic Investment Solutions, Inc. | 125 | $4.64K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 130 | $4.83K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 3,712 | $4.87K | 0.00% | +3,582+2,755.4% | Added |
| Horizon Financial Services, LLC | 136 | $5.05K | 0.00% | +136 | New |
| Activest Wealth Management | 137 | $5.09K | 0.00% | +14+11.4% | Added |
| Crews Bank & Trust | 145 | $5.39K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 150 | $5.57K | 0.00% | +150 | New |
| True Wealth Design, LLC | 157 | $5.83K | 0.00% | +64+68.8% | Added |
| Howard Hughes Medical Institute | 159 | $5.91K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 150 | $6.00K | 0.00% | −350−70.0% | Reduced |
| Capital Advisors, Ltd. LLC | 167 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 165 | $6.13K | 0.00% | +165 | New |
| Sachetta, LLC | 169 | $6.29K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 177 | $6.58K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 190 | $7.06K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 196 | $7.28K | 0.00% | +196 | New |
| Tompkins Financial Corp | 200 | $7.43K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 203 | $7.54K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 205 | $7.62K | 0.00% | +175+583.3% | Added |
| DT Investment Partners, LLC | 214 | $7.95K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 236 | $8.77K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 242 | $8.99K | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 245 | $9.10K | 0.01% | 00.0% | Unchanged |