| West Branch Capital LLC | 1 | $236 | 0.00% | +1 | New |
| GPS Wealth Strategies Group, LLC | 2 | $458 | 0.00% | +2 | New |
| Clean Yield Group | 3 | $687 | 0.00% | +3 | New |
| Annapolis Financial Services, LLC | 3 | $688 | 0.00% | +3 | New |
| Caitlin John, LLC | 3 | $727 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $916 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $916 | 0.00% | +4 | New |
| Atwood & Palmer Inc | 4 | $917 | 0.00% | +4 | New |
| Tanglewood Legacy Advisors, LLC | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 7 | $1.60K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 7 | $1.60K | 0.00% | +7 | New |
| Evermay Wealth Management LLC | 10 | $2.29K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $2.29K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 11 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 12 | $2.75K | 0.00% | +12 | New |
| Valued Wealth Advisors LLC | 12 | $2.75K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 14 | $2.81K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 13 | $2.98K | 0.00% | −116−89.9% | Reduced |
| Abound Wealth Management | 13 | $2.98K | 0.00% | +6+85.7% | Added |
| Bartlett & Co. Wealth Management LLC | 14 | $3.21K | 0.00% | 00.0% | Unchanged |
| Trust Co | 14 | $3.21K | 0.00% | +14 | New |
| McIlrath & Eck, LLC | 15 | $3.44K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 17 | $3.90K | 0.00% | −176−91.2% | Reduced |
| Central Pacific Bank - Trust Division | 18 | $4.12K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 18 | $4.12K | 0.00% | +18 | New |
| True Wealth Design, LLC | 19 | $4.35K | 0.00% | −1−5.0% | Reduced |
| Mendota Financial Group, LLC | 20 | $4.58K | 0.00% | +7+53.8% | Added |
| Compagnie Lombard Odier SCmA | 20 | $4.58K | 0.00% | +20 | New |
| Concord Wealth Partners | 20 | $4.58K | 0.00% | +20 | New |
| Richardson Financial Services Inc. | 22 | $4.74K | 0.00% | +11+100.0% | Added |
| ORG Wealth Partners, LLC | 22 | $5.04K | 0.00% | +22 | New |
| Tucker Asset Management LLC | 22 | $5.04K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 22 | $5.04K | 0.00% | −649−96.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 23 | $5.18K | 0.00% | +23 | New |
| FSA Wealth Management LLC | 24 | $5.50K | 0.00% | +24 | New |
| Motco | 25 | $5.73K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 25 | $5.73K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 26 | $5.96K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 27 | $6.19K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 28 | $6.32K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 28 | $6.42K | 0.00% | +28 | New |
| Hollencrest Capital Management | 29 | $6.64K | 0.00% | +29 | New |
| Western Pacific Wealth Management, LP | 30 | $6.87K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $6.87K | 0.00% | +30 | New |
| Hemington Wealth Management | 30 | $7.00K | 0.00% | +30 | New |
| TCTC Holdings, LLC | 32 | $7.33K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 33 | $7.56K | 0.00% | +33 | New |
| Creekmur Asset Management LLC | 38 | $8.71K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 40 | $9.16K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 42 | $9.62K | 0.00% | +42 | New |
| Citizens National Bank Trust Department | 44 | $10.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 46 | $10.5K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 48 | $11.0K | 0.00% | −314−86.7% | Reduced |
| ZRC Wealth Management, LLC | 50 | $11.5K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 52 | $11.9K | 0.00% | −10−16.1% | Reduced |
| Highline Wealth Partners LLC | 52 | $11.9K | 0.00% | +26+100.0% | Added |
| Sound Income Strategies, LLC | 53 | $12.1K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 53 | $12.1K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 56 | $12.8K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 57 | $13.1K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 58 | $13.3K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 60 | $13.7K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 60 | $13.8K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 62 | $14.0K | 0.00% | +62 | New |
| Partnership Wealth Management, LLC | 70 | $16.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 74 | $17.9K | 0.00% | +9+13.8% | Added |
| Riggs Asset Managment Co. Inc. | 80 | $18.3K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 81 | $18.6K | 0.00% | +63+350.0% | Added |
| WealthCollab, LLC | 83 | $19.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 87 | $19.9K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 90 | $20.6K | 0.01% | −14−13.5% | Reduced |
| Colonial Trust Co | 92 | $20.9K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 92 | $21.1K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 94 | $21.5K | 0.00% | +76+422.2% | Added |
| Washington Trust Advisors, Inc. | 100 | $22.9K | 0.00% | −32−24.2% | Reduced |
| Ulland Investment Advisors, LLC | 100 | $23.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 99 | $23.0K | 0.00% | +16+19.3% | Added |
| Bell Investment Advisors, Inc | 107 | $24.5K | 0.00% | +7+7.0% | Added |
| Godsey & Gibb Associates | 108 | $24.7K | 0.00% | +108 | New |
| Farmers & Merchants Investments Inc | 114 | $26.1K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 118 | $27.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 121 | $27.7K | 0.01% | −78−39.2% | Reduced |
| CVA Family Office, LLC | 121 | $27.7K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 125 | $28.0K | 0.03% | −62−33.2% | Reduced |
| Financial Perspectives, Inc | 125 | $28.6K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 127 | $29.4K | 0.00% | −12−8.6% | Reduced |
| Raffa Wealth Management, LLC | 131 | $30.0K | 0.01% | +27+26.0% | Added |
| Silicon Valley Capital Partners | 136 | $31.2K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 137 | $31.4K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 140 | $32.0K | 0.00% | +5+3.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 143 | $32.8K | 0.05% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 149 | $34.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 151 | $34.6K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 160 | $36.5K | 0.01% | +58+56.9% | Added |
| Operose Advisors LLC | 166 | $38.0K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 167 | $38.3K | 0.03% | −115−40.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 180 | $41.2K | 0.00% | +180 | New |
| Skopos Labs, Inc. | 184 | $42.2K | 0.01% | +184 | New |
| Oarsman Capital, Inc. | 197 | $45.1K | 0.01% | +197 | New |
| Beaird Harris Wealth Management, LLC | 199 | $45.6K | 0.00% | 00.0% | Unchanged |