| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Chesapeake Asset Management LLC | 1 | $290 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $291 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1 | $296 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1 | $307 | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 2 | $540 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2 | $582 | 0.00% | −727−99.7% | Reduced |
| Strengthening Families & Communities, LLC | 2 | $582 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 2 | $582 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 3 | $873 | 0.00% | −2−40.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 3 | $873 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 3 | $876 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.16K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 4 | $1.16K | 0.00% | +4 | New |
| Evermay Wealth Management LLC | 5 | $1.40K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $2.04K | 0.00% | −96−93.2% | Reduced |
| Salomon & Ludwin, LLC | 8 | $2.33K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 8 | $2.33K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 9 | $2.66K | 0.00% | −64−87.7% | Reduced |
| Caitlin John, LLC | 10 | $2.90K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 10 | $2.91K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 10 | $2.91K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 11 | $3.20K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 12 | $3.49K | 0.00% | +12 | New |
| Peterson Wealth Services | 12 | $3.50K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 14 | $3.76K | 0.00% | +14 | New |
| C M Bidwell & Associates Ltd | 15 | $4.36K | 0.00% | +15 | New |
| McIlrath & Eck, LLC | 16 | $4.66K | 0.00% | −58−78.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $4.66K | 0.00% | −1−5.9% | Reduced |
| JNBA Financial Advisors | 16 | $4.66K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 17 | $4.95K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 17 | $5.06K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 18 | $5.24K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 20 | $5.82K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 21 | $6.11K | 0.00% | −277−93.0% | Reduced |
| Key Financial Inc | 22 | $6.40K | 0.00% | +6+37.5% | Added |
| Capital Performance Advisors LLP | 22 | $6.40K | 0.00% | +22 | New |
| Voisard Asset Management Group, Inc. | 22 | $6.40K | 0.00% | +2+10.0% | Added |
| Flaharty Asset Management, LLC | 23 | $6.69K | 0.00% | +23 | New |
| Planning Capital Management Corp | 23 | $6.69K | 0.00% | +23 | New |
| Paladin Wealth, LLC | 24 | $6.98K | 0.01% | +24 | New |
| Hobbs Group Advisors, LLC | 24 | $7.05K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 25 | $7.27K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 25 | $7.27K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 25 | $7.28K | 0.00% | −4−13.8% | Reduced |
| Abound Wealth Management | 25 | $7.28K | 0.00% | +7+38.9% | Added |
| Plante Moran Financial Advisors, LLC | 25 | $7.29K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $7.56K | 0.00% | +7+36.8% | Added |
| Concord Wealth Partners | 28 | $8.15K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 29 | $8.39K | 0.00% | +9+45.0% | Added |
| Mendota Financial Group, LLC | 30 | $8.73K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 30 | $8.73K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 30 | $8.73K | 0.00% | +1+3.4% | Added |
| American National Bank | 33 | $9.60K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 34 | $9.81K | 0.01% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 34 | $9.89K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 34 | $9.89K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 35 | $10.2K | 0.00% | +35 | New |
| Reston Wealth Management LLC | 38 | $11.1K | 0.00% | +38 | New |
| Your Advocates Ltd., LLP | 40 | $11.6K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 40 | $11.6K | 0.00% | +40 | New |
| Wolff Wiese Magana LLC | 40 | $11.6K | 0.01% | +40 | New |
| Avion Wealth | 43 | $12.0K | 0.00% | −1−2.3% | Reduced |
| Zions Bancorporation, N.A. | 43 | $12.5K | 0.00% | −7−14.0% | Reduced |
| Park Place Capital Corp | 44 | $12.8K | 0.00% | −1−2.2% | Reduced |
| State of Wyoming | 44 | $12.8K | 0.00% | +6+15.8% | Added |
| Coppell Advisory Solutions LLC | 45 | $12.9K | 0.00% | −18−28.6% | Reduced |
| GW&K Investment Management, LLC | 45 | $13.0K | 0.00% | −4−8.2% | Reduced |
| Continuum Advisory, LLC | 48 | $13.3K | 0.00% | +8+20.0% | Added |
| MV Capital Management, Inc. | 48 | $14.0K | 0.00% | −4−7.7% | Reduced |
| Financial Management Professionals, Inc. | 48 | $14.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 50 | $14.5K | 0.00% | −1,979−97.5% | Reduced |
| Game Plan Financial Advisors, LLC | 50 | $14.5K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 52 | $15.0K | 0.00% | −1,379−96.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 53 | $15.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 57 | $16.6K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 58 | $16.9K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 60 | $17.5K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 60 | $17.5K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 60 | $17.5K | 0.01% | 00.0% | Unchanged |
| City State Bank | 64 | $18.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 66 | $19.2K | 0.02% | +3+4.8% | Added |
| Tucker Asset Management LLC | 67 | $19.5K | 0.00% | −800−92.3% | Reduced |
| Crewe Advisors LLC | 68 | $19.8K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 68 | $19.9K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 70 | $20.4K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 70 | $20.4K | 0.02% | +70 | New |
| Peoples Financial Services Corp. | 71 | $20.7K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 72 | $20.9K | 0.00% | −4−5.3% | Reduced |
| Semmax Financial Advisors Inc. | 77 | $21.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 75 | $21.8K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 75 | $21.8K | 0.01% | +10+15.4% | Added |
| Stone House Investment Management, LLC | 76 | $22.1K | 0.00% | 00.0% | Unchanged |