| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Compass Financial Management LLC | 0 | $72 | 0.00% | 0 | New |
| Gill Capital Partners, LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $146 | 0.00% | +1 | New |
| Chilton Capital Management LLC | 1 | $147 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $147 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $147 | 0.00% | +1 | New |
| Northstar Asset Management LLC | 1 | $159 | 0.00% | +1 | New |
| United Community Bank | 2 | $292 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 2 | $292 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 2 | $292 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 2 | $292 | 0.00% | +2 | New |
| Burnham & Co LLC | 2 | $292 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $293 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 3 | $439 | 0.00% | −15,491−100.0% | Reduced |
| Westfuller Advisors, LLC | 3 | $439 | 0.00% | −84−96.6% | Reduced |
| Atlantic Trust, LLC | 3 | $439 | 0.00% | −8−72.7% | Reduced |
| Breakwater Investment Management | 3 | $439 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $478 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 4 | $584 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $585 | 0.00% | −1−20.0% | Reduced |
| Strengthening Families & Communities, LLC | 4 | $585 | 0.00% | +4 | New |
| LRI Investments, LLC | 5 | $731 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 5 | $731 | 0.00% | 00.0% | Unchanged |
| Motco | 5 | $731 | 0.00% | +5 | New |
| Provenance Wealth Advisors, LLC | 5 | $731 | 0.00% | +5 | New |
| Bare Financial Services, Inc | 6 | $877 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 6 | $877 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6 | $877 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 6 | $878 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $878 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 6 | $878 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7 | $1.02K | 0.00% | +2+40.0% | Added |
| Davis Capital Management | 7 | $1.02K | 0.00% | +4+133.3% | Added |
| 1015 Capital Partners, LLC | 7 | $1.02K | 0.00% | +4+133.3% | Added |
| Catherine Avery Investment Management LLC | 7 | $1.02K | 0.00% | +7 | New |
| GHP Investment Advisors, Inc. | 7 | $1.02K | 0.00% | −25−78.1% | Reduced |
| WealthCollab, LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.02K | 0.00% | +4+133.3% | Added |
| Dunhill Financial, LLC | 7 | $1.12K | 0.00% | +1+16.7% | Added |
| Your Advocates Ltd., LLP | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 8 | $1.17K | 0.00% | +8 | New |
| Brown, Lisle/Cummings, Inc. | 8 | $1.22K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 9 | $1.32K | 0.00% | −16−64.0% | Reduced |
| Kimelman & Baird, LLC | 9 | $1.32K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $1.33K | 0.00% | +9 | New |
| TFC Financial Management | 10 | $1.46K | 0.00% | −6−37.5% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 10 | $1.46K | 0.00% | +10 | New |
| Commonwealth Retirement Investments LLC | 10 | $1.46K | 0.00% | +10 | New |
| VSM Wealth Advisory, LLC | 10 | $1.46K | 0.00% | +10 | New |
| Key Capital Management, INC | 10 | $1.46K | 0.00% | +10 | New |
| Downshift Financial, LLC | 10 | $1.46K | 0.00% | +10 | New |
| Sittner & Nelson, LLC | 11 | $1.61K | 0.00% | −20−64.5% | Reduced |
| Manitou Investment Management Ltd. | 12 | $1.75K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 12 | $1.75K | 0.00% | +12 | New |
| Clark Wealth Partners | 12 | $1.75K | 0.00% | −25−67.6% | Reduced |
| Valley National Advisers Inc | 12 | $1.75K | 0.00% | −12−50.0% | Reduced |
| American Capital Advisory, LLC | 12 | $1.75K | 0.00% | −2−14.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 12 | $1.75K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 11 | $1.76K | 0.00% | +6+120.0% | Added |
| NVWM, LLC | 13 | $1.90K | 0.00% | −13−50.0% | Reduced |
| Independence Bank of Kentucky | 13 | $1.90K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 13 | $1.90K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.90K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 14 | $2.05K | 0.00% | −25−64.1% | Reduced |
| Concord Wealth Partners | 14 | $2.05K | 0.00% | +14 | New |
| Chesapeake Asset Management LLC | 15 | $2.19K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $2.19K | 0.00% | −34−69.4% | Reduced |
| South State Corp. | 15 | $2.19K | 0.00% | −14−48.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 15 | $2.19K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 15 | $2.19K | 0.00% | +8+114.3% | Added |
| Principia Wealth Advisory, LLC | 16 | $2.34K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 16 | $2.34K | 0.00% | +16 | New |
| Retirement Wealth Solutions LLC | 16 | $2.34K | 0.00% | −12−42.9% | Reduced |
| Key Financial Inc | 17 | $2.48K | 0.00% | −50−74.6% | Reduced |
| Adirondack Trust Co | 17 | $2.48K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 17 | $2.48K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 17 | $2.49K | 0.00% | −12−41.4% | Reduced |
| True Wealth Design, LLC | 17 | $2.49K | 0.00% | +3+21.4% | Added |
| BOK Financial Private Wealth, Inc. | 17 | $2.49K | 0.00% | +17 | New |
| BFSG, LLC | 17 | $2.49K | 0.00% | +17 | New |
| Arlington Trust Co LLC | 19 | $2.78K | 0.00% | −3−13.6% | Reduced |
| Bellevue Asset Management, LLC | 20 | $2.92K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 20 | $2.92K | 0.00% | −2−9.1% | Reduced |
| Custom Index Systems, LLC | 20 | $2.92K | 0.00% | +20 | New |
| Transamerica Financial Advisors, Inc. | 21 | $3.07K | 0.00% | −33−61.1% | Reduced |
| Strategic Advocates LLC | 21 | $3.07K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 21 | $3.07K | 0.00% | +3+16.7% | Added |
| Vermillion Wealth Management, Inc. | 22 | $3.22K | 0.00% | −3−12.0% | Reduced |
| Raffa Wealth Management, LLC | 22 | $3.22K | 0.00% | −1−4.3% | Reduced |
| Trust Co of Toledo NA | 22 | $3.22K | 0.00% | 00.0% | Unchanged |