| WestEnd Advisors, LLC | 1 | $280 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 1 | $280 | 0.00% | +1 | New |
| JDM Financial Group LLC | 1 | $280 | 0.00% | +1 | New |
| Legacy Investment Solutions, LLC | 1 | $348 | 0.00% | +1 | New |
| Legacy Wealth Managment, LLC | 1 | $348 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 2 | $561 | 0.00% | −3−60.0% | Reduced |
| St Germain D J Co Inc | 2 | $561 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 2 | $561 | 0.00% | +1+100.0% | Added |
| First Personal Financial Services | 2 | $561 | 0.00% | +2 | New |
| Clean Yield Group | 3 | $841 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $842 | 0.00% | +3 | New |
| Horrell Capital Management, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 4 | $1.12K | 0.03% | −4,012−99.9% | Reduced |
| Olistico Wealth, LLC | 4 | $1.12K | 0.00% | −4−50.0% | Reduced |
| Spectrum Wealth Counsel, LLC | 4 | $1.12K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 4 | $1.12K | 0.10% | +3+300.0% | Added |
| Flaharty Asset Management, LLC | 4 | $1.12K | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 5 | $1.40K | 0.00% | −95−95.0% | Reduced |
| Mendota Financial Group, LLC | 5 | $1.40K | 0.00% | +5 | New |
| Zions Bancorporation, N.A. | 6 | $1.68K | 0.00% | −23−79.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $1.68K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7 | $1.96K | 0.00% | +7 | New |
| Winch Advisory Services, LLC | 9 | $2.52K | 0.00% | +9 | New |
| FPC Investment Advisory, Inc. | 9 | $2.58K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.81K | 0.00% | −26,030−100.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 10 | $2.81K | 0.00% | −150−93.8% | Reduced |
| Aspect Partners, LLC | 10 | $2.81K | 0.00% | −15−60.0% | Reduced |
| MB, Levis & Associates, LLC | 10 | $2.81K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $2.81K | 0.00% | +9+900.0% | Added |
| Citizens National Bank Trust Department | 10 | $2.81K | 0.00% | +10 | New |
| Morton Brown Family Wealth, LLC | 10 | $2.81K | 0.00% | +10 | New |
| Ogorek Anthony Joseph | 14 | $3.00K | 0.00% | −8−36.4% | Reduced |
| HBC Financial Services, PLLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 11 | $3.09K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 11 | $3.09K | 0.00% | +11 | New |
| NVWM, LLC | 12 | $3.37K | 0.00% | −6,544−99.8% | Reduced |
| PFS Partners, LLC | 12 | $3.37K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $3.37K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 12 | $3.37K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 14 | $3.93K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 14 | $3.93K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 15 | $4.21K | 0.00% | −5−25.0% | Reduced |
| REAP Financial Group, LLC | 15 | $4.21K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 19 | $5.00K | 0.00% | +8+72.7% | Added |
| Hemington Wealth Management | 20 | $5.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 18 | $5.05K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 18 | $5.05K | 0.00% | +18 | New |
| DT Investment Partners, LLC | 18 | $5.05K | 0.00% | +18 | New |
| Hantz Financial Services, Inc. | 20 | $6.00K | 0.00% | −2−9.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $6.06K | 0.00% | −2−8.7% | Reduced |
| SJS Investment Consulting Inc. | 22 | $6.17K | 0.00% | −280−92.7% | Reduced |
| NBT Bank N A | 25 | $7.01K | 0.00% | +25 | New |
| Moser Wealth Advisors, LLC | 26 | $7.29K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 27 | $7.57K | 0.00% | +24+800.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 28 | $7.85K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 30 | $8.41K | 0.00% | −30−50.0% | Reduced |
| Sittner & Nelson, LLC | 30 | $8.41K | 0.00% | +30 | New |
| Voisard Asset Management Group, Inc. | 30 | $8.41K | 0.00% | +5+20.0% | Added |
| Catalyst Funds Management Pty Ltd | 32 | $8.97K | 0.00% | −1,368−97.7% | Reduced |
| Caitlin John, LLC | 26 | $9.04K | 0.01% | −226−89.7% | Reduced |
| GHP Investment Advisors, Inc. | 33 | $9.26K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 33 | $9.26K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 33 | $9.26K | 0.00% | +33 | New |
| Darwin Advisors, LLC | 33 | $9.32K | 0.00% | +33 | New |
| West Paces Advisors Inc. | 35 | $9.82K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 35 | $9.82K | 0.00% | +35 | New |
| Financial Management Professionals, Inc. | 37 | $10.0K | 0.00% | +37 | New |
| Insight Financial Services | 36 | $10.1K | 0.01% | +36 | New |
| Rosenberg Matthew Hamilton | 38 | $10.7K | 0.00% | +38 | New |
| Fortitude Family Office, LLC | 39 | $10.9K | 0.00% | +27+225.0% | Added |
| Proffitt & Goodson Inc | 39 | $10.9K | 0.00% | +5+14.7% | Added |
| Centerpoint Advisors, LLC | 40 | $11.0K | 0.00% | +40 | New |
| Providence Capital Advisors, LLC | 40 | $11.2K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 40 | $11.2K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 40 | $11.2K | 0.01% | +40 | New |
| DHJJ Financial Advisors, Ltd. | 43 | $12.1K | 0.00% | +38+760.0% | Added |
| Talon Private Wealth, LLC | 45 | $12.7K | 0.00% | +45 | New |
| Cohen & Steers, Inc. | 49 | $14.0K | 0.00% | −16−24.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 50 | $14.0K | 0.00% | −50−50.0% | Reduced |
| Fairfield Financial Advisors, LTD | 50 | $14.0K | 0.00% | −50−50.0% | Reduced |
| Evermay Wealth Management LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 50 | $14.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 50 | $14.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $14.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 50 | $14.0K | 0.00% | +50 | New |
| Investors Research Corp | 50 | $14.0K | 0.00% | +50 | New |
| Main Street Group, LTD | 51 | $14.3K | 0.01% | −168−76.7% | Reduced |
| Cornerstone Planning Group LLC | 49 | $15.2K | 0.00% | +8+19.5% | Added |
| Bell Investment Advisors, Inc | 55 | $15.4K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 57 | $16.0K | 0.00% | −1−1.7% | Reduced |
| PSI Advisors, LLC | 58 | $16.3K | 0.00% | +20+52.6% | Added |
| Sachetta, LLC | 60 | $16.8K | 0.01% | −4−6.3% | Reduced |
| Sound Income Strategies, LLC | 64 | $17.9K | 0.00% | +15+30.6% | Added |
| Frazier Financial Advisors, LLC | 66 | $18.6K | 0.01% | +6+10.0% | Added |
| Capital Advisors, Ltd. LLC | 73 | $20.0K | 0.00% | +52+247.6% | Added |
| Kozak & Associates, Inc. | 66 | $20.2K | 0.00% | 00.0% | Unchanged |