| Mendota Financial Group, LLC | 1 | $119 | 0.00% | +1 | New |
| Colonial Trust Co | 3 | $353 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 4 | $474 | 0.00% | −18−81.8% | Reduced |
| WestEnd Advisors, LLC | 4 | $474 | 0.00% | −1−20.0% | Reduced |
| TFC Financial Management | 4 | $475 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $592 | 0.00% | +5 | New |
| JDM Financial Group LLC | 6 | $711 | 0.00% | +6 | New |
| Financial Network Wealth Advisors LLC | 6 | $711 | 0.00% | +6 | New |
| Financial Perspectives, Inc | 7 | $830 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 8 | $949 | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $1.19K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 10 | $1.19K | 0.00% | +10 | New |
| Voisard Asset Management Group, Inc. | 13 | $1.54K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 14 | $1.66K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $1.66K | 0.00% | +4+40.0% | Added |
| ClariVest Asset Management LLC | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $1.78K | 0.00% | +15 | New |
| Private Wealth Management Group, LLC | 16 | $1.90K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $2.00K | 0.00% | −11−45.8% | Reduced |
| WR Wealth Planners, LLC | 17 | $2.02K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 17 | $2.02K | 0.00% | +17 | New |
| Toth Financial Advisory Corp | 20 | $2.37K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 22 | $2.61K | 0.00% | +22 | New |
| True Wealth Design, LLC | 25 | $2.96K | 0.00% | −7−21.9% | Reduced |
| Pathway Financial Advisers, LLC | 25 | $2.96K | 0.00% | +25 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 25 | $3.00K | 0.00% | +25 | New |
| Legacy Investment Solutions, LLC | 24 | $3.41K | 0.00% | +24 | New |
| Legacy Wealth Managment, LLC | 24 | $3.41K | 0.00% | +24 | New |
| Trivant Custom Portfolio Group, LLC | 31 | $3.57K | 0.00% | −700−95.8% | Reduced |
| Washington Trust Advisors, Inc. | 32 | $3.84K | 0.00% | +32 | New |
| Avion Wealth | 38 | $4.00K | 0.00% | −6−13.6% | Reduced |
| Cornerstone Planning Group LLC | 32 | $4.09K | 0.00% | +14+77.8% | Added |
| West Oak Capital, LLC | 35 | $4.10K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 37 | $4.39K | 0.00% | +37 | New |
| Goodman Advisory Group, LLC | 41 | $4.86K | 0.00% | +41 | New |
| DiNuzzo Private Wealth, Inc. | 42 | $4.98K | 0.00% | −6−12.5% | Reduced |
| Kennebec Savings Bank | 44 | $5.22K | 0.01% | +44 | New |
| Naples Money Management LLC | 48 | $5.69K | 0.00% | −6−11.1% | Reduced |
| Core Alternative Capital | 49 | $5.81K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $5.93K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 50 | $5.93K | 0.00% | +14+38.9% | Added |
| Wolff Wiese Magana LLC | 58 | $6.88K | 0.00% | +5+9.4% | Added |
| Capital Analysts, LLC | 58 | $7.00K | 0.00% | +58 | New |
| Johnson Financial Group, Inc. | 62 | $7.35K | 0.00% | +62 | New |
| Hollencrest Capital Management | 64 | $7.59K | 0.00% | +64 | New |
| Eagle Bay Advisors LLC | 66 | $7.76K | 0.00% | −6−8.3% | Reduced |
| MV Capital Management, Inc. | 74 | $8.77K | 0.00% | +61+469.2% | Added |
| WealthCollab, LLC | 78 | $9.25K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 89 | $10.6K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 92 | $10.9K | 0.00% | +52+130.0% | Added |
| GHP Investment Advisors, Inc. | 93 | $11.0K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 95 | $11.3K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 100 | $11.9K | 0.00% | +57+132.6% | Added |
| Northwest Financial Advisors | 100 | $11.9K | 0.01% | +100 | New |
| GW&K Investment Management, LLC | 106 | $13.0K | 0.00% | +26+32.5% | Added |
| Bell Investment Advisors, Inc | 112 | $13.3K | 0.00% | +47+72.3% | Added |
| Bruce G. Allen Investments, LLC | 115 | $13.6K | 0.01% | −20−14.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 115 | $13.6K | 0.00% | +15+15.0% | Added |
| SJS Investment Consulting Inc. | 121 | $14.3K | 0.00% | −4−3.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 122 | $14.5K | 0.00% | +122 | New |
| Ashton Thomas Securities, LLC | 555 | $15.4K | 0.00% | +555 | New |
| Capital Advisors, Ltd. LLC | 137 | $16.0K | 0.00% | +12+9.6% | Added |
| New Millennium Group LLC | 146 | $17.3K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 150 | $17.8K | 0.01% | +150 | New |
| AdvisorNet Financial, Inc | 152 | $18.0K | 0.00% | +126+484.6% | Added |
| Park Place Capital Corp | 162 | $19.2K | 0.01% | −21−11.5% | Reduced |
| Versant Capital Management, Inc | 164 | $19.4K | 0.00% | +3+1.9% | Added |
| Anchor Investment Management, LLC | 166 | $19.7K | 0.00% | +166 | New |
| Hilltop National Bank | 200 | $23.7K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 203 | $24.1K | 0.01% | +203 | New |
| Householder Group Estate & Retirement Specialist, LLC | 213 | $25.0K | 0.01% | +12+6.0% | Added |
| Larson Financial Group LLC | 246 | $29.2K | 0.00% | −12−4.7% | Reduced |
| Hexagon Capital Partners LLC | 249 | $29.5K | 0.01% | −59−19.2% | Reduced |
| McIlrath & Eck, LLC | 249 | $29.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 250 | $29.6K | 0.00% | −10−3.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 250 | $29.6K | 0.02% | +250 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 255 | $30.2K | 0.01% | +255 | New |
| Contravisory Investment Management, Inc. | 273 | $32.4K | 0.01% | +30+12.3% | Added |
| CVA Family Office, LLC | 273 | $32.4K | 0.01% | +256+1,505.9% | Added |
| Compagnie Lombard Odier SCmA | 280 | $33.2K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 287 | $34.0K | 0.00% | +287 | New |
| Parkside Financial Bank & Trust | 296 | $35.1K | 0.00% | +81+37.7% | Added |
| Red Tortoise LLC | 315 | $37.3K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 334 | $39.6K | 0.01% | +334 | New |
| Rothschild Investment LLC | 345 | $40.9K | 0.00% | +330+2,200.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 346 | $41.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 352 | $41.7K | 0.00% | −38−9.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 356 | $42.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 360 | $42.7K | 0.02% | +200+125.0% | Added |
| Umb Bank N A | 414 | $49.1K | 0.00% | +231+126.2% | Added |
| Sachetta, LLC | 438 | $51.9K | 0.02% | −35−7.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $53.3K | 0.02% | +450 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 385 | $54.2K | 0.00% | +385 | New |
| NBC Securities, Inc. | 484 | $57.0K | 0.00% | −14,142−96.7% | Reduced |
| JNBA Financial Advisors | 500 | $59.3K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 501 | $59.4K | 0.03% | −108−17.7% | Reduced |
| LGT Financial Advisors LLC | 521 | $61.8K | 0.15% | 00.0% | Unchanged |
| Riverview Trust Co | 568 | $67.3K | 0.06% | +10+1.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 550 | $69.1K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 584 | $69.2K | 0.01% | +8+1.4% | Added |
