| Laurel Wealth Advisors LLC | 1 | $138 | 0.00% | +1 | New |
| High Note Wealth, LLC | 1 | $138 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $138 | 0.00% | +1 | New |
| ZRC Wealth Management, LLC | 1 | $138 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 3 | $414 | 0.00% | −10−76.9% | Reduced |
| Carolinas Wealth Consulting LLC | 3 | $414 | 0.00% | +3 | New |
| Zions Bancorporation, N.A. | 4 | $551 | 0.00% | +4 | New |
| CBIZ Investment Advisory Services, LLC | 4 | $551 | 0.00% | +4 | New |
| HHM Wealth Advisors, LLC | 4 | $552 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $689 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 6 | $827 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 6 | $827 | 0.00% | +6 | New |
| Cape Investment Advisory, Inc. | 6 | $827 | 0.00% | +6 | New |
| Financial Perspectives, Inc | 7 | $965 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 7 | $965 | 0.00% | +7 | New |
| Sound Income Strategies, LLC | 7 | $977 | 0.00% | −621−98.9% | Reduced |
| Raffa Wealth Management, LLC | 8 | $1.10K | 0.00% | −6−42.9% | Reduced |
| UMA Financial Services, Inc. | 8 | $1.10K | 0.00% | +8 | New |
| Clear Investment Research, LLC | 9 | $1.24K | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 9 | $1.24K | 0.00% | +9 | New |
| Millstone Evans Group, LLC | 9 | $1.24K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $1.38K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $1.65K | 0.00% | +12 | New |
| Cassady Schiller Wealth Management, LLC | 12 | $1.65K | 0.00% | +12 | New |
| TFC Financial Management | 13 | $1.79K | 0.00% | +9+225.0% | Added |
| PayPay Securities Corp | 14 | $1.93K | 0.08% | +14 | New |
| Golden State Wealth Management, LLC | 15 | $2.07K | 0.00% | +15 | New |
| Trifecta Capital Advisors, LLC | 15 | $2.07K | 0.00% | +15 | New |
| Private Wealth Management Group, LLC | 16 | $2.21K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 16 | $2.21K | 0.00% | +16 | New |
| Highline Wealth Partners LLC | 17 | $2.34K | 0.00% | +13+325.0% | Added |
| WR Wealth Planners, LLC | 20 | $2.76K | 0.00% | +3+17.6% | Added |
| City Holding Co | 20 | $2.76K | 0.00% | +20 | New |
| Toth Financial Advisory Corp | 20 | $2.76K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 21 | $2.90K | 0.00% | +21 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 22 | $3.03K | 0.00% | +22 | New |
| WealthTrak Capital Management LLC | 23 | $3.17K | 0.00% | +23 | New |
| True Wealth Design, LLC | 25 | $3.45K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 27 | $3.73K | 0.00% | +5+22.7% | Added |
| Hazlett, Burt & Watson, Inc. | 30 | $4.00K | 0.00% | +30 | New |
| Trivant Custom Portfolio Group, LLC | 31 | $4.16K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 35 | $4.80K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 35 | $4.83K | 0.00% | +20+133.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 36 | $4.98K | 0.00% | −1,587−97.8% | Reduced |
| Cornerstone Planning Group LLC | 36 | $4.98K | 0.00% | +4+12.5% | Added |
| Human Investing LLC | 40 | $5.51K | 0.00% | +40 | New |
| Van Hulzen Asset Management, LLC | 40 | $5.52K | 0.00% | +40 | New |
| Washington Trust Advisors, Inc. | 41 | $5.63K | 0.00% | +9+28.1% | Added |
| Aster Capital Management (DIFC) Ltd | 41 | $5.65K | 0.00% | +41 | New |
| Legacy Investment Solutions, LLC | 34 | $5.67K | 0.00% | +10+41.7% | Added |
| Legacy Wealth Managment, LLC | 34 | $5.67K | 0.00% | +10+41.7% | Added |
| DiNuzzo Private Wealth, Inc. | 42 | $5.79K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 44 | $6.00K | 0.00% | +6+15.8% | Added |
| Abound Wealth Management | 46 | $6.34K | 0.00% | +9+24.3% | Added |
| Bogart Wealth, LLC | 47 | $6.48K | 0.00% | +47 | New |
| Eagle Bay Advisors LLC | 48 | $6.55K | 0.00% | −18−27.3% | Reduced |
| Core Alternative Capital | 49 | $6.76K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $6.89K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 50 | $6.89K | 0.00% | +50 | New |
| Kennebec Savings Bank | 44 | $7.13K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 56 | $7.73K | 0.00% | −382−87.2% | Reduced |
| Wolff Wiese Magana LLC | 58 | $8.00K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 58 | $8.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 61 | $8.41K | 0.00% | +61 | New |
| Valued Wealth Advisors LLC | 67 | $9.25K | 0.01% | +17+34.0% | Added |
| Central Trust Co | 68 | $9.38K | 0.00% | +60+750.0% | Added |
| Dogwood Wealth Management LLC | 74 | $10.2K | 0.01% | +74 | New |
| Johnson Financial Group, Inc. | 62 | $10.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 76 | $10.5K | 0.00% | +73+2,433.3% | Added |
| WealthCollab, LLC | 78 | $10.8K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 78 | $10.8K | 0.00% | +64+457.1% | Added |
| Synergy Financial Management, LLC | 101 | $12.0K | 0.00% | +101 | New |
| Coppell Advisory Solutions LLC | 87 | $12.2K | 0.00% | +87 | New |
| Putney Financial Group LLC | 89 | $12.3K | 0.01% | +89 | New |
| GHP Investment Advisors, Inc. | 93 | $12.8K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 95 | $13.1K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 100 | $13.7K | 0.00% | +100 | New |
| Brown, Lisle/Cummings, Inc. | 100 | $13.8K | 0.00% | +100 | New |
| Creative Financial Designs Inc | 100 | $13.8K | 0.00% | +100 | New |
| Legacy Bridge, LLC | 100 | $13.8K | 0.01% | +100 | New |
| Tortoise Investment Management, LLC | 100 | $13.8K | 0.00% | +100 | New |
| Sierra Ocean, LLC | 102 | $14.1K | 0.01% | +102 | New |
| BNP Paribas | 115 | $15.9K | 0.00% | −38,171−99.7% | Reduced |
| MV Capital Management, Inc. | 115 | $15.9K | 0.00% | +41+55.4% | Added |
| Quent Capital, LLC | 115 | $15.9K | 0.00% | +26+29.2% | Added |
| GF Fund Management Co. Ltd. | 120 | $16.5K | 0.00% | +120 | New |
| Vista Private Wealth Partners. LLC | 130 | $17.9K | 0.01% | +130 | New |
| Bell Investment Advisors, Inc | 131 | $18.1K | 0.00% | +19+17.0% | Added |
| Mather Group, LLC. | 137 | $18.9K | 0.00% | +37+37.0% | Added |
| Capital Advisors, Ltd. LLC | 137 | $19.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 143 | $19.7K | 0.01% | +143 | New |
| Bruce G. Allen Investments, LLC | 147 | $20.3K | 0.02% | +32+27.8% | Added |
| R Squared Ltd | 150 | $20.7K | 0.02% | +150 | New |
| AllSquare Wealth Management LLC | 150 | $20.7K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 152 | $21.0K | 0.02% | +152 | New |
| GW&K Investment Management, LLC | 151 | $21.0K | 0.00% | +45+42.5% | Added |
| New Millennium Group LLC | 158 | $21.8K | 0.01% | +12+8.2% | Added |
| Armstrong Advisory Group, Inc | 161 | $22.2K | 0.00% | +161 | New |
| Park Place Capital Corp | 162 | $22.3K | 0.01% | 00.0% | Unchanged |