| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1 | $78 | 0.00% | −146−99.3% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $78 | 0.00% | −44−97.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1 | $78 | 0.00% | +1 | New |
| NorthAvenue LLC | 2 | $156 | 0.00% | +2 | New |
| Medallion Wealth Advisors, LLC | 2 | $156 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $156 | 0.00% | +2 | New |
| Broadwater Capital Management LLC | 3 | $233 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $233 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $233 | 0.00% | +3 | New |
| IMA Wealth, Inc. | 3 | $233 | 0.00% | +3 | New |
| Cassaday & Co Wealth Management LLC | 3 | $234 | 0.00% | −184−98.4% | Reduced |
| Whipplewood Advisors, LLC | 4 | $311 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $311 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $466 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 6 | $467 | 0.00% | −16−72.7% | Reduced |
| Key Financial Inc | 6 | $467 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7 | $545 | 0.00% | −1,440−99.5% | Reduced |
| TFC Financial Management | 7 | $545 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 7 | $545 | 0.00% | +5+250.0% | Added |
| IFG Advisory, LLC | 7 | $545 | 0.00% | +7 | New |
| Brown, Lisle/Cummings, Inc. | 8 | $622 | 0.00% | −6−42.9% | Reduced |
| Bare Financial Services, Inc | 8 | $622 | 0.00% | +1+14.3% | Added |
| Trust Co of Vermont | 8 | $622 | 0.00% | +8 | New |
| Ares Financial Consulting, LLC | 9 | $700 | 0.00% | −59−86.8% | Reduced |
| Westside Investment Management, Inc. | 9 | $700 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $778 | 0.00% | −2−16.7% | Reduced |
| Geneos Wealth Management Inc. | 10 | $778 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $778 | 0.00% | +5+100.0% | Added |
| Creative Financial Designs Inc | 10 | $778 | 0.00% | +10 | New |
| Marquette Asset Management, LLC | 11 | $856 | 0.00% | −97−89.8% | Reduced |
| PayPay Securities Corp | 11 | $856 | 0.03% | −2−15.4% | Reduced |
| Davis Capital Management | 12 | $933 | 0.00% | +6+100.0% | Added |
| Decker Retirement Planning Inc. | 12 | $933 | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | −68−88.3% | Reduced |
| GW&K Investment Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 13 | $1.01K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $1.09K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 15 | $1.17K | 0.00% | +15 | New |
| Investors Portfolio Services LLC | 16 | $1.25K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 18 | $1.40K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $1.48K | 0.00% | −2−9.5% | Reduced |
| Raffa Wealth Management, LLC | 19 | $1.48K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 20 | $1.56K | 0.00% | −35−63.6% | Reduced |
| Horizon Financial Services, LLC | 20 | $1.56K | 0.00% | +20 | New |
| Planning Strategies Inc. | 20 | $1.56K | 0.00% | +20 | New |
| Arlington Trust Co LLC | 21 | $1.63K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 21 | $1.63K | 0.00% | +7+50.0% | Added |
| Action Point Financial Planning, LLC | 23 | $1.64K | 0.00% | +23 | New |
| Kingdom Financial Group LLC. | 22 | $1.71K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 24 | $1.87K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 25 | $1.94K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 25 | $1.95K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 25 | $1.95K | 0.00% | +4+19.0% | Added |
| Tounjian Advisory Partners, LLC | 26 | $2.02K | 0.00% | +26 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 27 | $2.10K | 0.00% | −44,455−99.9% | Reduced |
| Highland Investment Advisors LLC | 28 | $2.18K | 0.00% | +28 | New |
| Activest Wealth Management | 29 | $2.26K | 0.00% | −368−92.7% | Reduced |
| Financial Gravity Companies, Inc. | 31 | $2.41K | 0.00% | +31 | New |
| Colonial Trust Co | 33 | $2.53K | 0.00% | +3+10.0% | Added |
| Keating Financial Advisory Services, Inc. | 34 | $2.65K | 0.00% | +8+30.8% | Added |
| SHP Wealth Management | 35 | $2.72K | 0.00% | +27+337.5% | Added |
| Rossby Financial, LCC | 38 | $2.96K | 0.00% | +16+72.7% | Added |
| Hantz Financial Services, Inc. | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 40 | $3.11K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 41 | $3.19K | 0.00% | +22+115.8% | Added |
| TD Private Client Wealth LLC | 42 | $3.27K | 0.00% | +13+44.8% | Added |
| Addison Advisors LLC | 43 | $3.35K | 0.00% | +43 | New |
| Investment Research & Advisory Group, Inc. | 45 | $3.50K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 46 | $3.58K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 50 | $3.89K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 50 | $3.89K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 50 | $3.89K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 50 | $3.89K | 0.00% | +50 | New |
| Global X Japan Co., Ltd. | 51 | $3.97K | 0.00% | +51 | New |
| Rosenberg Matthew Hamilton | 55 | $4.28K | 0.00% | +55 | New |
| Cornerstone Planning Group LLC | 54 | $4.61K | 0.00% | +24+80.0% | Added |
| HM Payson & Co | 60 | $4.67K | 0.00% | −1−1.6% | Reduced |
| LRI Investments, LLC | 64 | $4.98K | 0.00% | −13−16.9% | Reduced |
| Silver Grove Financial Group, Inc. | 64 | $4.98K | 0.00% | +14+28.0% | Added |
| Aspect Partners, LLC | 68 | $5.29K | 0.00% | +5+7.9% | Added |
| WealthCollab, LLC | 69 | $5.37K | 0.00% | +40+137.9% | Added |
| Institute for Wealth Management, LLC. | 70 | $5.45K | 0.00% | +70 | New |
| Crewe Advisors LLC | 72 | $5.60K | 0.00% | −10−12.2% | Reduced |
| Cornerstone Financial Management LLC | 73 | $5.68K | 0.00% | +27+58.7% | Added |
| Cape Investment Advisory, Inc. | 74 | $5.76K | 0.00% | +74 | New |
| NBH Bank | 75 | $5.83K | 0.00% | +75 | New |
| Forum Finance Group S.A. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 83 | $6.46K | 0.00% | +83 | New |
| Whittier Trust Co | 78 | $6.67K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 89 | $6.92K | 0.00% | +89 | New |
| Avion Wealth | 90 | $7.00K | 0.00% | +42+87.5% | Added |
| Mather Group, LLC. | 91 | $7.08K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 97 | $7.55K | 0.00% | −40−29.2% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 98 | $7.62K | 0.00% | +98 | New |
| Sachetta, LLC | 98 | $7.62K | 0.00% | +98 | New |