| GW&K Investment Management, LLC | 3 | $0 | 0.00% | −30−90.9% | Reduced |
| James Investment Research Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 31,667 | $0 | 0.00% | +31,667 | New |
| Sofos Investments, Inc. | 55 | $4 | 0.00% | −16−22.5% | Reduced |
| Cypress Capital Management LLC (WY) | 3 | $228 | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 5 | $380 | 0.00% | +5 | New |
| Delos Wealth Advisors, LLC | 6 | $456 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $608 | 0.00% | −305−97.4% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $759 | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 10 | $760 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 11 | $835 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 13 | $987 | 0.00% | +13 | New |
| HBC Financial Services, PLLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 18 | $1.37K | 0.00% | +18 | New |
| West Branch Capital LLC | 26 | $1.78K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 26 | $1.97K | 0.00% | −13−33.3% | Reduced |
| Piershale Financial Group, Inc. | 26 | $1.97K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 28 | $2.13K | 0.14% | −20−41.7% | Reduced |
| Kelly Financial Services LLC | 29 | $2.20K | 0.00% | −9−23.7% | Reduced |
| Horizons Wealth Management | 29 | $2.20K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 30 | $2.28K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 31 | $2.35K | 0.00% | +6+24.0% | Added |
| Nalls Sherbakoff Group, LLC | 34 | $2.53K | 0.00% | +34 | New |
| Carmel Capital Partners, LLC | 38 | $2.90K | 0.00% | +38 | New |
| Carmichael Hill & Associates, Inc. | 40 | $3.04K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 40 | $3.04K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 44 | $3.34K | 0.00% | +13+41.9% | Added |
| Raleigh Capital Management Inc. | 48 | $3.65K | 0.00% | −37−43.5% | Reduced |
| Trifecta Capital Advisors, LLC | 49 | $3.72K | 0.00% | −130−72.6% | Reduced |
| Davidson Capital Management Inc. | 49 | $3.72K | 0.00% | +17+53.1% | Added |
| Tortoise Investment Management, LLC | 50 | $3.80K | 0.00% | −10−16.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 50 | $3.80K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 52 | $3.95K | 0.00% | −4,249−98.8% | Reduced |
| Milestone Investment Advisors LLC | 52 | $3.95K | 0.00% | +52 | New |
| Roble, Belko & Company, Inc | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 55 | $4.18K | 0.00% | −53−49.1% | Reduced |
| Performa Ltd (US), LLC | 55 | $4.18K | 0.00% | +25+83.3% | Added |
| USA Financial Portformulas Corp | 59 | $4.48K | 0.01% | +59 | New |
| Grey Fox Wealth Advisors, LLC | 62 | $4.71K | 0.00% | −21−25.3% | Reduced |
| Stone House Investment Management, LLC | 63 | $4.79K | 0.00% | +63 | New |
| Piscataqua Savings Bank | 65 | $4.94K | 0.00% | +65 | New |
| Hall Laurie J Trustee | 72 | $5.00K | 0.00% | +72 | New |
| Maryland Capital Advisors Inc. | 73 | $5.54K | 0.00% | −73−50.0% | Reduced |
| Johnson Midwest Financial, LLC | 78 | $5.92K | 0.01% | −29−27.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 79 | $6.00K | 0.00% | −265−77.0% | Reduced |
| Fairfield Financial Advisors, LTD | 87 | $6.47K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 86 | $6.53K | 0.00% | +86 | New |
| CoreFirst Bank & Trust | 90 | $6.83K | 0.00% | −19−17.4% | Reduced |
| Avion Wealth | 103 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 100 | $7.59K | 0.00% | −345−77.5% | Reduced |
| Legend Financial Advisors, Inc. | 100 | $7.59K | 0.01% | −164−62.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 105 | $7.97K | 0.00% | −542−83.8% | Reduced |
| Schubert & Co | 121 | $9.19K | 0.01% | +77+175.0% | Added |
| Costello Asset Management, INC | 128 | $9.72K | 0.01% | −150−54.0% | Reduced |
| Grayhawk Investment Strategies Inc. | 101 | $10.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 136 | $10.2K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 135 | $10.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 136 | $10.3K | 0.00% | +136 | New |
| Nordwand Advisors, LLC | 142 | $10.8K | 0.00% | +142 | New |
| PFG Private Wealth Management, LLC | 150 | $11.4K | 0.01% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 151 | $11.5K | 3.12% | +151 | New |
| Kozak & Associates, Inc. | 156 | $11.8K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 155 | $12.0K | 0.00% | +43+38.4% | Added |
| Addison Advisors LLC | 163 | $12.4K | 0.01% | +64+64.6% | Added |
| New England Capital Financial Advisors LLC | 172 | $13.1K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 179 | $13.3K | 0.01% | −15,326−98.8% | Reduced |
| Annapolis Financial Services, LLC | 180 | $13.7K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 184 | $14.0K | 0.00% | −13−6.6% | Reduced |
| Baldrige Asset Management LLC | 188 | $14.0K | 0.01% | +28+17.5% | Added |
| JJJ Advisors Inc. | 189 | $14.5K | 0.00% | −27−12.5% | Reduced |
| Global Financial Private Client, LLC | 195 | $14.7K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $15.2K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $15.2K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 205 | $15.6K | 0.00% | −62−23.2% | Reduced |
| Mascoma Wealth Management LLC | 205 | $15.6K | 0.00% | −50−19.6% | Reduced |
| Lumature Wealth Partners, LLC | 210 | $15.9K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 210 | $15.9K | 0.00% | +210 | New |
| Oliver Lagore Vanvalin Investment Group | 211 | $16.0K | 0.01% | −47−18.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 211 | $16.0K | 0.01% | +110+108.9% | Added |
| Sageworth Trust Co | 211 | $16.0K | 0.00% | +211 | New |
| Buck Wealth Strategies, LLC | 212 | $16.1K | 0.01% | +212 | New |
| Highline Wealth Partners LLC | 217 | $16.5K | 0.01% | +5+2.4% | Added |
| Pathway Financial Advisers, LLC | 221 | $16.8K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 250 | $17.0K | 0.00% | −7,522−96.8% | Reduced |
| Clearview Wealth Advisors LLC | 226 | $17.2K | 0.02% | +3+1.3% | Added |
| Independence Bank of Kentucky | 230 | $17.5K | 0.01% | −255−52.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 231 | $17.5K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 241 | $18.3K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 250 | $19.0K | 0.01% | +1+0.4% | Added |
| TD Ameritrade Investment Management, LLC | 247 | $19.0K | 0.00% | −85−25.6% | Reduced |
| Retirement Group, LLC | 246 | $19.0K | 0.01% | +81+49.1% | Added |
| Column Capital Advisors, LLC | 260 | $19.7K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 280 | $20.0K | 0.00% | 00.0% | Unchanged |
