| Ogorek Anthony Joseph | 1 | $0 | 0.00% | +1 | New |
| Bradley & Co. Private Wealth Management, LLC | 1 | $174 | 0.00% | +1 | New |
| Chilton Capital Management LLC | 1 | $175 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $175 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $175 | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 1 | $175 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $175 | 0.00% | +1 | New |
| United Community Bank | 2 | $349 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 2 | $349 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 2 | $349 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $349 | 0.00% | +2 | New |
| Trask Adam Roland | 2 | $349 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $350 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 2 | $405 | 0.00% | +2 | New |
| IMG Wealth Management, Inc. | 3 | $524 | 0.00% | −36−92.3% | Reduced |
| 1015 Capital Partners, LLC | 3 | $524 | 0.00% | −4−57.1% | Reduced |
| DecisionPoint Financial, LLC | 3 | $524 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $524 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 3 | $524 | 0.00% | +3 | New |
| Davis Capital Management | 3 | $524 | 0.00% | +3 | New |
| Breakwater Investment Management | 3 | $524 | 0.00% | +3 | New |
| Smallwood Wealth Investment Management, LLC | 4 | $698 | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 4 | $698 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 5 | $873 | 0.00% | −8−61.5% | Reduced |
| First Horizon Corp | 5 | $873 | 0.00% | −6−54.5% | Reduced |
| Washington Trust Advisors, Inc. | 5 | $873 | 0.00% | −4−44.4% | Reduced |
| McGuire Capital Advisors Inc | 5 | $873 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 5 | $873 | 0.00% | +3+150.0% | Added |
| Synergy Investment Management, LLC | 5 | $873 | 0.00% | +5 | New |
| Tradewinds Capital Management, LLC | 5 | $874 | 0.00% | −29−85.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $1.05K | 0.00% | −63−91.3% | Reduced |
| Bare Financial Services, Inc | 6 | $1.05K | 0.00% | −5−45.5% | Reduced |
| NorthAvenue LLC | 6 | $1.05K | 0.00% | −2−25.0% | Reduced |
| Godsey & Gibb Associates | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 6 | $1.05K | 0.00% | +6 | New |
| Dunhill Financial, LLC | 6 | $1.16K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 7 | $1.22K | 0.00% | +7 | New |
| MidFirst Bank | 7 | $1.22K | 0.00% | +7 | New |
| WealthCollab, LLC | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 8 | $1.40K | 0.00% | +5+166.7% | Added |
| Brown, Lisle/Cummings, Inc. | 8 | $1.46K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 9 | $1.57K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.75K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 10 | $1.75K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 10 | $1.75K | 0.00% | +10 | New |
| Atlantic Trust, LLC | 11 | $1.92K | 0.00% | −20−64.5% | Reduced |
| Manitou Investment Management Ltd. | 12 | $2.10K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 12 | $2.10K | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 12 | $2.10K | 0.00% | −8−40.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 12 | $2.10K | 0.00% | +5+71.4% | Added |
| Independence Bank of Kentucky | 13 | $2.27K | 0.00% | −7−35.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $2.27K | 0.00% | −1−7.1% | Reduced |
| MBM Wealth Consultants, LLC | 13 | $2.27K | 0.00% | +13 | New |
| Vanguard National Trust Co | 13 | $2.27K | 0.00% | +13 | New |
| Pension & Wealth Management Advisors, Inc. | 14 | $2.44K | 0.00% | −77−84.6% | Reduced |
| True Wealth Design, LLC | 14 | $2.44K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 14 | $2.44K | 0.00% | +3+27.3% | Added |
| Hamrick Investment Counsel, llc | 14 | $2.44K | 0.00% | +14 | New |
| Chesapeake Asset Management LLC | 15 | $2.62K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 15 | $2.62K | 0.00% | +6+66.7% | Added |
| TFC Financial Management | 16 | $2.79K | 0.00% | −13−44.8% | Reduced |
| Accent Capital Management, LLC | 16 | $2.79K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 16 | $2.79K | 0.00% | +4+33.3% | Added |
| J.Safra Asset Management Corp | 16 | $2.79K | 0.00% | +6+60.0% | Added |
| Adirondack Trust Co | 17 | $2.97K | 0.00% | −7−29.2% | Reduced |
| 1620 Investment Advisors, Inc. | 17 | $2.97K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 18 | $3.14K | 0.00% | −614−97.2% | Reduced |
| TopTier Wealth Management, LLC | 19 | $3.32K | 0.00% | +19 | New |
| Bellevue Asset Management, LLC | 20 | $3.49K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 21 | $3.62K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 21 | $3.67K | 0.02% | −470−95.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 21 | $3.67K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 21 | $3.67K | 0.00% | +9+75.0% | Added |
| First Command Advisory Services, Inc. | 21 | $3.67K | 0.00% | +15+250.0% | Added |
| North Star Investment Management Corp. | 22 | $3.84K | 0.00% | −152−87.4% | Reduced |
| Trust Co of Toledo NA | 22 | $3.84K | 0.00% | 00.0% | Unchanged |
| Trust Co | 22 | $3.84K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 22 | $3.84K | 0.00% | +11+100.0% | Added |
| Arlington Trust Co LLC | 22 | $3.84K | 0.00% | +19+633.3% | Added |
| Valley National Advisers Inc | 24 | $4.00K | 0.00% | +18+300.0% | Added |
| Torren Management, LLC | 23 | $4.02K | 0.00% | −319−93.3% | Reduced |
| Louisbourg Investments Inc. | 23 | $4.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $4.02K | 0.00% | +1+4.5% | Added |
| Manning & Napier Advisors LLC | 25 | $4.02K | 0.00% | +25 | New |
| Cheviot Value Management, LLC | 24 | $4.19K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 25 | $4.37K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 25 | $4.37K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 25 | $4.37K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 25 | $4.37K | 0.00% | +17+212.5% | Added |
| Grove Bank & Trust | 25 | $4.37K | 0.00% | +24+2,400.0% | Added |
| Comprehensive Financial Planning, Inc. | 25 | $4.37K | 0.00% | +25 | New |
| MRP Capital Investments, LLC | 25 | $4.37K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 26 | $4.54K | 0.00% | −1−3.7% | Reduced |
| NVWM, LLC | 26 | $4.54K | 0.00% | +6+30.0% | Added |