| First Command Advisory Services, Inc. | 18 | $0 | 0.00% | +14+350.0% | Added |
| Tfo-TDC, LLC | 6 | $206 | 0.00% | −58−90.6% | Reduced |
| Delos Wealth Advisors, LLC | 6 | $739 | 0.00% | −6−50.0% | Reduced |
| Marquette Asset Management, LLC | 6 | $739 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 8 | $985 | 0.00% | +8 | New |
| Baldrige Asset Management LLC | 6 | $1.00K | 0.00% | −60−90.9% | Reduced |
| MBM Wealth Consultants, LLC | 9 | $1.00K | 0.00% | +3+50.0% | Added |
| Halpern Financial, Inc. | 9 | $1.11K | 0.00% | −200−95.7% | Reduced |
| Freedom Wealth Alliance, LLC | 9 | $1.11K | 0.00% | +9 | New |
| Legacy Bridge, LLC | 12 | $1.48K | 0.00% | +12 | New |
| Sofos Investments, Inc. | 5,218 | $1.60K | 0.02% | −833−13.8% | Reduced |
| Legend Financial Advisors, Inc. | 15 | $1.85K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 15 | $1.85K | 0.00% | +15 | New |
| West Oak Capital, LLC | 20 | $2.00K | 0.00% | −80−80.0% | Reduced |
| Eukles Asset Management | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 17 | $2.09K | 0.00% | +2+13.3% | Added |
| Guardian Wealth Management, Inc. | 18 | $2.22K | 0.00% | +18 | New |
| Syverson Strege & Co | 23 | $2.89K | 0.00% | +23 | New |
| Lumature Wealth Partners, LLC | 24 | $2.96K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 24 | $2.96K | 0.00% | +24 | New |
| First Community Trust NA | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 27 | $3.33K | 0.00% | −1,893−98.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 27 | $3.33K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 27 | $3.33K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 30 | $3.69K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 30 | $3.69K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 30 | $3.69K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 30 | $3.69K | 0.00% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 30 | $3.69K | 0.00% | +30 | New |
| Compass Wealth Management LLC | 30 | $3.69K | 0.00% | +30 | New |
| Antonetti Capital Management LLC | 36 | $4.43K | 0.01% | +5+16.1% | Added |
| Grayhawk Investment Strategies Inc. | 39 | $4.80K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 42 | $5.17K | 0.00% | +42 | New |
| Heck Capital Advisors, LLC | 48 | $5.91K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 50 | $6.00K | 0.00% | −112,725−100.0% | Reduced |
| Knott David M Jr | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 51 | $6.28K | 0.00% | −87−63.0% | Reduced |
| Logan Capital Management Inc | 51 | $6.28K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 57 | $7.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 58 | $7.14K | 0.00% | +13+28.9% | Added |
| Cary Street Partners Asset Management LLC | 60 | $7.39K | 0.00% | −24−28.6% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 60 | $7.39K | 0.00% | −60−50.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 60 | $8.00K | 0.00% | +60 | New |
| Gs Investments, Inc. | 69 | $8.50K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 69 | $8.50K | 0.00% | 00.0% | Unchanged |
| Trust Co | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 75 | $9.00K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 73 | $9.00K | 0.01% | +73 | New |
| Perkins Coie Trust Co | 75 | $9.24K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 79 | $9.68K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 82 | $10.1K | 0.00% | −60−42.3% | Reduced |
| NewSquare Capital LLC | 84 | $10.3K | 0.00% | −8,959−99.1% | Reduced |
| WR Wealth Planners, LLC | 87 | $10.7K | 0.01% | +21+31.8% | Added |
| Coston, McIsaac & Partners | 96 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 90 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 94 | $11.6K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 105 | $12.0K | 0.01% | −399−79.2% | Reduced |
| Bollard Group LLC | 100 | $12.0K | 0.00% | +100 | New |
| Norway Savings Bank | 105 | $12.9K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 107 | $13.2K | 0.88% | +107 | New |
| HWG Holdings LP | 117 | $14.0K | 0.01% | 00.0% | Unchanged |
| Milestone Resources Group Ltd | 117 | $14.0K | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 114 | $14.0K | 0.01% | +114 | New |
| Twin Lakes Capital Management, LLC | 117 | $14.4K | 0.01% | −105−47.3% | Reduced |
| Bellwether Advisors, LLC | 120 | $14.8K | 0.00% | −114−48.7% | Reduced |
| Addison Advisors LLC | 120 | $14.8K | 0.01% | −468−79.6% | Reduced |
| Mendota Financial Group, LLC | 120 | $14.8K | 0.02% | +120 | New |
| TD Ameritrade Investment Management, LLC | 125 | $15.0K | 0.00% | −27−17.8% | Reduced |
| First Financial Corp | 123 | $15.1K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 123 | $15.2K | 0.01% | +6+5.1% | Added |
| Quarry LP | 133 | $16.4K | 0.02% | +133 | New |
| Clean Yield Group | 135 | $16.6K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 141 | $17.0K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 150 | $18.0K | 0.03% | +12+8.7% | Added |
| Belmont Capital, LLC | 150 | $18.0K | 0.02% | +150 | New |
| WFA Asset Management Corp | 150 | $18.5K | 0.01% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 150 | $18.5K | 0.01% | +150 | New |
| Pension & Wealth Management Advisors, Inc. | 150 | $18.5K | 0.02% | +150 | New |
| Sanctuary Wealth Management, L.L.C. | 158 | $19.5K | 0.02% | +158 | New |
| KB Financial Partners, LLC | 166 | $20.0K | 0.01% | −527−76.0% | Reduced |
| First PREMIER Bank | 159 | $20.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 165 | $20.0K | 0.01% | +135+450.0% | Added |
| Erste Asset Management GmbH | 165 | $20.3K | 0.00% | −18,200−99.1% | Reduced |
| Ameliora Wealth Management Ltd. | 168 | $20.7K | 0.01% | −7,020−97.7% | Reduced |
| Okabena Investment Services Inc | 126 | $20.8K | 0.01% | +126 | New |
| DT Investment Partners, LLC | 177 | $21.8K | 0.00% | −825−82.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 176 | $22.0K | 0.01% | +176 | New |
| Arcadia Investment Management Corp | 180 | $22.2K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 186 | $22.9K | 0.02% | −171−47.9% | Reduced |
| Costello Asset Management, INC | 188 | $23.2K | 0.02% | −61−24.5% | Reduced |
| Studio Investment Management LLC | 195 | $24.0K | 0.01% | −54−21.7% | Reduced |
| Clearview Wealth Advisors LLC | 202 | $24.9K | 0.02% | −80−28.4% | Reduced |
| Princeton Global Asset Management LLC | 204 | $25.0K | 0.01% | −63−23.6% | Reduced |
| Lakewood Asset Management LLC | 202 | $25.0K | 0.02% | +202 | New |
| Kessler Investment Group, LLC | 213 | $26.0K | 0.03% | +56+35.7% | Added |
| JDM Financial Group LLC | 216 | $26.6K | 0.03% | +216 | New |
| Wellington Shields & Co., LLC | 217 | $26.7K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 222 | $27.3K | 0.01% | −97−30.4% | Reduced |
