| American Capital Advisory, LLC | 16 | $21.1K | 0.01% | +11+220.0% | Added |
| Alerus Financial NA | 16 | $21.1K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 16 | $21.1K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 15 | $19.8K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 15 | $19.8K | 0.01% | −2−11.8% | Reduced |
| Hoey Investments, Inc | 15 | $19.8K | 0.00% | +5+50.0% | Added |
| Merkkuri Wealth Advisors LLC | 15 | $19.8K | 0.01% | +15 | New |
| REAP Financial Group, LLC | 15 | $19.8K | 0.00% | +15 | New |
| Kozak & Associates, Inc. | 13 | $19.5K | 0.00% | +4+44.4% | Added |
| Asset Management One Co.,Ltd. | 14 | $18.5K | 0.00% | −4−22.2% | Reduced |
| Richardson Capital Management LLC | 14 | $18.5K | 0.01% | +14 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 14 | $18.0K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 13 | $17.3K | 0.01% | +13 | New |
| First Financial Corp | 13 | $17.2K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 13 | $17.2K | 0.01% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 12 | $15.8K | 0.00% | −5−29.4% | Reduced |
| Synergy Investment Management, LLC | 12 | $15.8K | 0.01% | +12 | New |
| Napier Financial, LLC | 12 | $15.8K | 0.00% | +12 | New |
| Perkins Coie Trust Co | 12 | $15.8K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 11 | $15.0K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 11 | $14.6K | 0.00% | −32−74.4% | Reduced |
| Valued Wealth Advisors LLC | 11 | $14.5K | 0.01% | +6+120.0% | Added |
| Align Financial, LLC | 11 | $14.5K | 0.01% | −10,688−99.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 10 | $14.4K | 0.01% | +10 | New |
| PFS Partners, LLC | 10 | $13.2K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 10 | $13.2K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 10 | $13.2K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 10 | $13.2K | 0.01% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 10 | $13.2K | 0.01% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 10 | $13.2K | 0.00% | +10 | New |
| Magnolia Wealth Management, LLC | 10 | $13.2K | 0.01% | +10 | New |
| Bullseye Investment Management, LLC | 10 | $13.2K | 0.01% | +10 | New |
| Burk Holdings LLC | 10 | $13.2K | 0.01% | +10 | New |
| HighMark Wealth Management LLC | 9 | $11.9K | 0.00% | +5+125.0% | Added |
| Contravisory Investment Management, Inc. | 9 | $11.9K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 8 | $10.9K | 0.00% | +8 | New |
| Bulwark Capital Corp | 8 | $10.6K | 0.01% | −7−46.7% | Reduced |
| Sherman Asset Management, Inc. | 8 | $10.6K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 8 | $10.6K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 8 | $10.6K | 0.01% | +2+33.3% | Added |
| High Note Wealth, LLC | 8 | $10.6K | 0.00% | +8 | New |
| Ravenstone Capital Management Inc. | 8 | $10.6K | 0.01% | +8 | New |
| CBIZ Investment Advisory Services, LLC | 7 | $9.25K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 7 | $9.25K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 7 | $9.25K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 7 | $9.25K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 7 | $9.25K | 0.00% | +2+40.0% | Added |
| Southern Michigan Bank & Trust | 7 | $9.25K | 0.00% | +7 | New |
| Coastline Trust Co | 7 | $9.25K | 0.00% | +7 | New |
| Beacon Investment Advisory Services, Inc. | 7 | $9.25K | 0.00% | +7 | New |
| Miller Wealth Advisors, LLC | 7 | $9.25K | 0.00% | +7 | New |
| Proffitt & Goodson Inc | 6 | $7.92K | 0.00% | −6−50.0% | Reduced |
| Stone House Investment Management, LLC | 6 | $7.92K | 0.00% | −4−40.0% | Reduced |
| Morse Asset Management, Inc | 6 | $7.92K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 6 | $7.92K | 0.00% | 00.0% | Unchanged |
| Bayban | 6 | $7.92K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 6 | $7.92K | 0.01% | +4+200.0% | Added |
| Piscataqua Savings Bank | 6 | $7.92K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 6 | $7.92K | 0.00% | 00.0% | Unchanged |
| Wealth Science Advisors LLC | 7 | $7.49K | 0.00% | +7 | New |
| PayPay Securities Corp | 5 | $7.05K | 0.24% | −3−37.5% | Reduced |
| Longview Financial Advisors, Inc. | 5 | $7.05K | 0.00% | +5 | New |
| Marshall & Sterling Wealth Advisors Inc. | 5 | $6.69K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 5 | $6.67K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $6.61K | 0.00% | −20−80.0% | Reduced |
| Noble Wealth Management PBC | 5 | $6.60K | 0.00% | −2−28.6% | Reduced |
| Pinney & Scofield, Inc. | 5 | $6.60K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 5 | $6.60K | 0.00% | +1+25.0% | Added |
| Evermay Wealth Management LLC | 4 | $5.28K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 4 | $5.28K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 4 | $5.28K | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 4 | $5.28K | 0.00% | −822−99.5% | Reduced |
| McIlrath & Eck, LLC | 4 | $5.28K | 0.00% | 00.0% | Unchanged |
| Ninepoint Partners LP | 4 | $5.28K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 4 | $5.28K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 4 | $5.28K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 4 | $5.28K | 0.00% | +4 | New |
| Hickory Point Bank & Trust | 4 | $5.28K | 0.00% | +4 | New |
| Park Square Financial Group, LLC | 4 | $5.28K | 0.04% | +4 | New |
| Centerpoint Advisors, LLC | 4 | $5.00K | 0.00% | −2−33.3% | Reduced |
| Navigoe, LLC | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3 | $4.53K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $3.97K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 3 | $3.96K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3 | $3.96K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 3 | $3.96K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 3 | $3.96K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 3 | $3.96K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 3 | $3.96K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3 | $3.96K | 0.00% | +3 | New |
| Tripletail Wealth Management, LLC | 3 | $3.95K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $2.64K | 0.00% | −2−50.0% | Reduced |
| Vermillion Wealth Management, Inc. | 2 | $2.64K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2 | $2.64K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 2 | $2.64K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 2 | $2.55K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 1 | $1.32K | 0.01% | −13−92.9% | Reduced |
| Quaker Wealth Management, LLC | 1 | $1.32K | 0.00% | −8−88.9% | Reduced |
| Delta Asset Management LLC | 1 | $1.32K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 1 | $1.32K | 0.00% | 00.0% | Unchanged |