| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $112 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $113 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $225 | 0.00% | −22−91.7% | Reduced |
| Colonial Trust Advisors | 2 | $225 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3 | $338 | 0.00% | −97−97.0% | Reduced |
| Carolinas Wealth Consulting LLC | 4 | $450 | 0.00% | +4 | New |
| Iron Horse Wealth Management, LLC | 5 | $562 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $562 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 6 | $685 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 7 | $787 | 0.00% | +7 | New |
| NewSquare Capital LLC | 8 | $899 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Nalls Sherbakoff Group, LLC | 12 | $1.35K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 12 | $1.35K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 14 | $1.57K | 0.00% | +14 | New |
| Planning Capital Management Corp | 14 | $1.57K | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 15 | $1.69K | 0.00% | −3−16.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15 | $1.69K | 0.00% | +15 | New |
| Gradient Investments LLC | 16 | $1.80K | 0.00% | +6+60.0% | Added |
| Raffa Wealth Management, LLC | 18 | $2.02K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $2.14K | 0.00% | +19 | New |
| Larson Financial Group LLC | 19 | $2.15K | 0.00% | −151−88.8% | Reduced |
| First Financial Corp | 20 | $2.25K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 21 | $2.36K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $2.36K | 0.00% | +21 | New |
| Game Plan Financial Advisors, LLC | 22 | $2.47K | 0.00% | +22 | New |
| Baystate Wealth Management LLC | 22 | $2.48K | 0.00% | −76−77.6% | Reduced |
| Front Row Advisors LLC | 22 | $2.53K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 24 | $2.70K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 25 | $2.81K | 0.00% | +13+108.3% | Added |
| Scarborough Advisors, LLC | 26 | $2.92K | 0.00% | +26 | New |
| Versant Capital Management, Inc | 28 | $3.15K | 0.00% | −22−44.0% | Reduced |
| TFC Financial Management | 28 | $3.17K | 0.00% | +4+16.7% | Added |
| Red Tortoise LLC | 29 | $3.26K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 33 | $3.71K | 0.00% | +33 | New |
| Abound Wealth Management | 33 | $3.71K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 41 | $3.74K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 34 | $3.82K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 34 | $3.82K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 34 | $3.86K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 35 | $3.94K | 0.00% | +35 | New |
| Dunhill Financial, LLC | 38 | $4.27K | 0.00% | +38 | New |
| Motco | 39 | $4.38K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 43 | $4.83K | 0.00% | +43 | New |
| Financial Management Professionals, Inc. | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 45 | $5.06K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 47 | $5.28K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 48 | $5.38K | 0.00% | +48 | New |
| Bogart Wealth, LLC | 50 | $5.62K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $5.62K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 50 | $5.62K | 0.00% | +50 | New |
| Centennial Bank | 50 | $5.62K | 0.00% | +50 | New |
| Mendota Financial Group, LLC | 51 | $5.73K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 52 | $5.87K | 0.00% | +1+2.0% | Added |
| Wolff Wiese Magana LLC | 54 | $6.07K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 54 | $6.07K | 0.01% | +54 | New |
| Prestige Wealth Management Group LLC | 56 | $6.30K | 0.00% | −47−45.6% | Reduced |
| Creative Financial Designs Inc | 60 | $6.75K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 61 | $6.86K | 0.00% | −11−15.3% | Reduced |
| Bell Investment Advisors, Inc | 61 | $6.86K | 0.00% | −6−9.0% | Reduced |
| Mango Five Family, Inc. | 65 | $7.31K | 0.00% | +65 | New |
| Aspect Partners, LLC | 67 | $7.53K | 0.00% | +67 | New |
| Kozak & Associates, Inc. | 76 | $7.82K | 0.00% | −378−83.3% | Reduced |
| Evolution Advisers, Inc. | 70 | $8.00K | 0.01% | +70 | New |
| Fairfield Financial Advisors, LTD | 79 | $8.92K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 86 | $8.97K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 83 | $9.33K | 0.00% | +1+1.2% | Added |
| JFS Wealth Advisors, LLC | 84 | $9.44K | 0.00% | −16−16.0% | Reduced |
| Loomis Sayles & Co L P | 85 | $10.0K | 0.00% | +3+3.7% | Added |
| Cornerstone Planning Group LLC | 93 | $10.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 98 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $11.2K | 0.00% | +50+100.0% | Added |
| Tidemark, LLC | 100 | $11.2K | 0.01% | +100 | New |
| Farmers & Merchants Investments Inc | 104 | $11.7K | 0.00% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 105 | $11.8K | 0.00% | +105 | New |
| GW&K Investment Management, LLC | 106 | $12.0K | 0.00% | +19+21.8% | Added |
| Aspire Private Capital, LLC | 111 | $12.5K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 112 | $13.0K | 0.00% | +12+12.0% | Added |
| Distillate Capital Partners LLC | 123 | $13.8K | 3.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 123 | $13.8K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 121 | $14.0K | 0.00% | +50+70.4% | Added |
| Voisard Asset Management Group, Inc. | 125 | $14.1K | 0.01% | +125 | New |
| Investors Research Corp | 127 | $14.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 127 | $14.3K | 0.00% | +112+746.7% | Added |
| JJJ Advisors Inc. | 141 | $15.9K | 0.00% | +77+120.3% | Added |
| Ronald Blue Trust, Inc. | 162 | $16.0K | 0.00% | +69+74.2% | Added |
| Atlas Capital Advisors LLC | 148 | $16.6K | 0.00% | −40−21.3% | Reduced |
| Tucker Asset Management LLC | 150 | $16.9K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 156 | $17.5K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 160 | $18.0K | 0.01% | +160 | New |
| Turtle Creek Wealth Advisors, LLC | 161 | $18.1K | 0.01% | +161 | New |
| Plante Moran Financial Advisors, LLC | 162 | $18.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 165 | $18.6K | 0.00% | −19−10.3% | Reduced |
| McIlrath & Eck, LLC | 170 | $19.1K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 173 | $20.0K | 0.01% | +29+20.1% | Added |
| Broadwater Capital Management LLC | 179 | $20.1K | 0.02% | +179 | New |
| City Holding Co | 182 | $20.5K | 0.00% | +182 | New |