| Investment Research & Advisory Group, Inc. | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $78 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4 | $138 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 9 | $311 | 0.00% | +9 | New |
| WestEnd Advisors, LLC | – | $346 | 0.00% | – | – |
| Wolff Wiese Magana LLC | 12 | $415 | 0.00% | −5−29.4% | Reduced |
| TFC Financial Management | 12 | $415 | 0.00% | +12 | New |
| True Wealth Design, LLC | 15 | $519 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $969 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 30 | $1.04K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 38 | $1.33K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 40 | $1.38K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 47 | $1.63K | 0.00% | +47 | New |
| Tucker Asset Management LLC | 48 | $1.66K | 0.00% | +47+4,700.0% | Added |
| City Holding Co | 50 | $1.73K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 50 | $1.73K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 51 | $1.76K | 0.00% | +51 | New |
| Laurel Wealth Advisors LLC | 53 | $1.83K | 0.00% | +53 | New |
| CNB Bank | 57 | $1.97K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 57 | $1.97K | 0.00% | +57 | New |
| FinTrust Capital Advisors, LLC | 55 | $2.06K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 72 | $2.49K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 35 | $2.54K | 0.11% | −2−5.4% | Reduced |
| PayPay Securities Corp | 77 | $2.66K | 0.18% | −16−17.2% | Reduced |
| Venturi Wealth Management, LLC | 79 | $2.73K | 0.00% | +79 | New |
| Old North State Trust, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 100 | $3.46K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $3.46K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 120 | $4.15K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 129 | $4.46K | 0.00% | −55−29.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $4.79K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 143 | $5.00K | 0.00% | −563−79.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 146 | $5.05K | 0.00% | +3+2.1% | Added |
| Bellevue Asset Management, LLC | 150 | $5.19K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 155 | $5.36K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 160 | $5.54K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 164 | $5.79K | 0.00% | −71−30.2% | Reduced |
| Ahrens Investment Partners LLC | 171 | $5.93K | 0.00% | +171 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 164 | $6.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 175 | $6.06K | 0.00% | +94+116.0% | Added |
| Washington Trust Co | 184 | $6.36K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 200 | $6.92K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 200 | $6.92K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $6.92K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 200 | $6.92K | 0.00% | +200 | New |
| Valley National Advisers Inc | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 210 | $7.45K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 218 | $7.54K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 223 | $7.71K | 0.00% | +216+3,085.7% | Added |
| Chesapeake Asset Management LLC | 230 | $7.95K | 0.01% | +230 | New |
| Ellevest, Inc. | 238 | $8.23K | 0.00% | +238 | New |
| Salem Investment Counselors Inc | 240 | $8.30K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 250 | $8.65K | 0.00% | +250 | New |
| Studio Investment Management LLC | 251 | $8.68K | 0.00% | −4−1.6% | Reduced |
| Aspire Private Capital, LLC | 251 | $8.68K | 0.00% | +251 | New |
| Coastal Capital Group, Inc. | 253 | $8.76K | 0.00% | +6+2.4% | Added |
| 1832 Asset Management L.P. | 256 | $8.85K | 0.00% | +256 | New |
| Thompson Siegel & Walmsley LLC | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 261 | $9.03K | 0.00% | +261 | New |
| 25 LLC | 286 | $9.05K | 0.01% | +286 | New |
| Armstrong Advisory Group, Inc | 285 | $9.86K | 0.00% | −99−25.8% | Reduced |
| C M Bidwell & Associates Ltd | 286 | $9.89K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 300 | $10.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 302 | $10.0K | 0.00% | +300+15,000.0% | Added |
| Mach-1 Financial Group, Inc. | 290 | $10.0K | 0.06% | +290 | New |
| PSI Advisors, LLC | 297 | $10.3K | 0.00% | −248−45.5% | Reduced |
| MV Capital Management, Inc. | 299 | $10.3K | 0.00% | +103+52.6% | Added |
| Manchester Capital Management LLC | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 320 | $11.1K | 0.01% | +5+1.6% | Added |
| Godsey & Gibb Associates | 323 | $11.2K | 0.00% | −120−27.1% | Reduced |
| Coston, McIsaac & Partners | 348 | $12.0K | 0.00% | +31+9.8% | Added |
| Earnest Partners LLC | 370 | $12.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 371 | $12.8K | 0.00% | +4+1.1% | Added |
| Hollencrest Capital Management | 375 | $13.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 377 | $13.0K | 0.00% | +377 | New |
| MB, Levis & Associates, LLC | 384 | $13.3K | 0.01% | +5+1.3% | Added |
| BerganKDV Wealth Management, LLC | 402 | $13.9K | 0.00% | +177+78.7% | Added |
| Carmichael Hill & Associates, Inc. | 403 | $13.9K | 0.01% | +203+101.5% | Added |
| West Paces Advisors Inc. | 405 | $14.0K | 0.00% | +54+15.4% | Added |
| Tradewinds Capital Management, LLC | 414 | $14.3K | 0.00% | −120−22.5% | Reduced |
| NewSquare Capital LLC | 415 | $14.4K | 0.00% | −118−22.1% | Reduced |
| Richard W. Paul & Associates, LLC | 416 | $14.4K | 0.01% | +24+6.1% | Added |
| Grey Fox Wealth Advisors, LLC | 419 | $14.5K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 423 | $14.6K | 0.01% | 00.0% | Unchanged |
| Motco | 424 | $14.7K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 434 | $15.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 442 | $15.0K | 0.00% | +223+101.8% | Added |
| Webster Bank, N. A. | 458 | $15.8K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 491 | $17.0K | 0.00% | +97+24.6% | Added |
| Accel Wealth Management | 495 | $17.1K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 500 | $17.3K | 0.01% | +117+30.5% | Added |
| Community Bank, N.A. | 500 | $17.3K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 500 | $17.3K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 515 | $17.8K | 0.00% | −160−23.7% | Reduced |
| Pin Oak Investment Advisors Inc | 524 | $18.0K | 0.02% | +100+23.6% | Added |
| Caldwell Sutter Capital, Inc. | 535 | $18.5K | 0.01% | +335+167.5% | Added |
| Lindbrook Capital, LLC | 545 | $18.8K | 0.00% | −335−38.1% | Reduced |
| Covestor Ltd | 561 | $19.0K | 0.02% | +36+6.9% | Added |