| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $270 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1 | $274 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1 | $284 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 2 | $523 | 0.00% | −66−97.1% | Reduced |
| Aspect Partners, LLC | 2 | $540 | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 2 | $540 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 3 | $810 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Unique Wealth Strategies, LLC | 4 | $1.05K | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 5 | $1.35K | 0.00% | +5 | New |
| Innealta Capital, LLC | 5 | $1.35K | 0.00% | +5 | New |
| Ruedi Wealth Management, Inc. | 5 | $1.35K | 0.00% | +5 | New |
| Assetmark, Inc | 6 | $1.62K | 0.00% | +6 | New |
| Penserra Capital Management LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 8 | $2.14K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 8 | $2.16K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 8 | $2.16K | 0.00% | +8 | New |
| Asset Dedication, LLC | 9 | $2.43K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 10 | $2.70K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 10 | $2.70K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 10 | $2.70K | 0.00% | +4+66.7% | Added |
| Caitlin John, LLC | 10 | $2.80K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 11 | $2.97K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 12 | $3.24K | 0.00% | −5−29.4% | Reduced |
| Altshuler Shaham Ltd | 13 | $3.51K | 0.00% | +13 | New |
| Fairway Wealth LLC | 13 | $3.51K | 0.00% | +13 | New |
| Qube Research & Technologies Ltd | 16 | $4.32K | 0.00% | −24,102−99.9% | Reduced |
| JNBA Financial Advisors | 16 | $4.32K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $4.32K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 17 | $4.59K | 0.00% | −10−37.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $4.59K | 0.00% | +3+21.4% | Added |
| New Millennium Group LLC | 17 | $4.67K | 0.00% | +17 | New |
| St. Johns Investment Management Company, LLC | 18 | $4.86K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $4.86K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $5.13K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 20 | $5.40K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 20 | $5.40K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 20 | $5.51K | 0.00% | +9+81.8% | Added |
| Orion Capital Management LLC | 22 | $5.94K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 24 | $6.52K | 0.00% | +24 | New |
| CNB Bank | 25 | $6.75K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 25 | $6.75K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 25 | $6.75K | 0.00% | +10+66.7% | Added |
| Pineridge Advisors LLC | 25 | $6.75K | 0.00% | +25 | New |
| Concord Wealth Partners | 28 | $7.56K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 29 | $7.83K | 0.00% | +7+31.8% | Added |
| Valued Wealth Advisors LLC | 29 | $7.83K | 0.01% | +14+93.3% | Added |
| Beaird Harris Wealth Management, LLC | 29 | $7.83K | 0.00% | +29 | New |
| VitalStone Financial, LLC | 29 | $7.83K | 0.01% | +29 | New |
| Strategic Investment Solutions, Inc. | 30 | $7.90K | 0.00% | +30 | New |
| Mendota Financial Group, LLC | 30 | $8.10K | 0.00% | −460−93.9% | Reduced |
| Opal Wealth Advisors, LLC | 30 | $8.10K | 0.00% | 00.0% | Unchanged |
| American National Bank | 33 | $8.91K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 34 | $9.07K | 0.01% | +1+3.0% | Added |
| FinTrust Capital Advisors, LLC | 34 | $9.18K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 34 | $9.18K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 37 | $9.99K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 38 | $10.3K | 0.00% | +8+26.7% | Added |
| Continuum Advisory, LLC | 40 | $10.8K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 40 | $10.8K | 0.00% | +40 | New |
| VisionPoint Advisory Group, LLC | 41 | $11.1K | 0.00% | −83−66.9% | Reduced |
| Avion Wealth | 44 | $12.0K | 0.00% | +6+15.8% | Added |
| Park Place Capital Corp | 45 | $12.2K | 0.00% | −139−75.5% | Reduced |
| Institutional & Family Asset Management, LLC | 45 | $12.2K | 0.00% | +16+55.2% | Added |
| Redwood Wealth Management Group, LLC | 46 | $12.4K | 0.01% | +46 | New |
| Family Firm, Inc. | 47 | $12.8K | 0.00% | +47 | New |
| Laffer Tengler Investments | 48 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 48 | $13.0K | 0.00% | +3+6.7% | Added |
| GW&K Investment Management, LLC | 49 | $13.0K | 0.00% | +12+32.4% | Added |
| Zions Bancorporation, N.A. | 50 | $13.5K | 0.00% | −23−31.5% | Reduced |
| Game Plan Financial Advisors, LLC | 50 | $13.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 50 | $14.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 52 | $14.0K | 0.00% | +5+10.6% | Added |
| Caldwell Sutter Capital, Inc. | 53 | $14.3K | 0.01% | −66−55.5% | Reduced |
| Fortitude Family Office, LLC | 57 | $15.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 58 | $15.7K | 0.00% | −4−6.5% | Reduced |
| ICA Group Wealth Management, LLC | 60 | $16.2K | 0.01% | −127−67.9% | Reduced |
| Hartford Financial Management Inc. | 60 | $16.2K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 60 | $16.2K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 60 | $16.2K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 60 | $16.2K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 63 | $17.0K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 63 | $17.0K | 0.00% | +63 | New |
| City State Bank | 64 | $17.3K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 65 | $17.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 67 | $18.1K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 68 | $18.3K | 0.00% | +26+61.9% | Added |
| Crewe Advisors LLC | 68 | $18.4K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 70 | $18.9K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 71 | $19.1K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 71 | $19.2K | 0.01% | −5−6.6% | Reduced |
| Semmax Financial Advisors Inc. | 77 | $20.0K | 0.01% | +1+1.3% | Added |
| McIlrath & Eck, LLC | 74 | $20.0K | 0.00% | 00.0% | Unchanged |