| WestEnd Advisors, LLC | 1 | $342 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 1 | $342 | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1 | $342 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $342 | 0.00% | +1 | New |
| Bridge Generations Wealth Management LLC | 1 | $343 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 2 | $684 | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 2 | $685 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3 | $1.00K | 0.00% | +3 | New |
| Clean Yield Group | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 3 | $1.03K | 0.00% | +3 | New |
| Olistico Wealth, LLC | 4 | $1.37K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 4 | $1.37K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 5 | $1.45K | 0.00% | +5 | New |
| NBC Securities, Inc. | 4 | $1.62K | 0.15% | −4,845−99.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 5 | $1.71K | 0.00% | −5−50.0% | Reduced |
| Horrell Capital Management, Inc. | 5 | $2.00K | 0.00% | +2+66.7% | Added |
| Cedar Wealth Management, LLC | 6 | $2.05K | 0.00% | −200−97.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $2.05K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 6 | $2.05K | 0.09% | +2+50.0% | Added |
| Principia Wealth Advisory, LLC | 6 | $2.05K | 0.00% | +6 | New |
| Quarry LP | 7 | $2.40K | 0.00% | +7 | New |
| Medallion Wealth Advisors, LLC | 8 | $2.74K | 0.00% | +8 | New |
| HBC Financial Services, PLLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 9 | $3.00K | 0.00% | +9 | New |
| Winch Advisory Services, LLC | 9 | $3.08K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 9 | $3.08K | 0.00% | +4+80.0% | Added |
| Banque Transatlantique SA | 10 | $3.40K | 0.00% | +10 | New |
| Citizens National Bank Trust Department | 10 | $3.42K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $3.42K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 10 | $3.42K | 0.00% | +10 | New |
| BankPlus Trust Department | 10 | $3.42K | 0.00% | +10 | New |
| Cherry Tree Wealth Management, LLC | 11 | $3.76K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 11 | $3.76K | 0.00% | +9+450.0% | Added |
| Ogorek Anthony Joseph | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 13 | $4.00K | 0.00% | +13 | New |
| Ridgewood Investments LLC | 12 | $4.11K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 12 | $4.11K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $4.11K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 12 | $4.11K | 0.00% | +12 | New |
| ORG Wealth Partners, LLC | 14 | $4.79K | 0.00% | +14 | New |
| Tortoise Investment Management, LLC | 14 | $4.79K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 14 | $4.79K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 14 | $4.79K | 0.00% | +14 | New |
| Mascoma Wealth Management LLC | 14 | $4.79K | 0.00% | +14 | New |
| Colonial Trust Advisors | 15 | $5.13K | 0.00% | −79−84.0% | Reduced |
| Signature Resources Capital Management, LLC | 15 | $5.13K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 15 | $5.13K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $5.13K | 0.00% | +5+50.0% | Added |
| Hopwood Financial Services, Inc. | 15 | $5.13K | 0.00% | +15 | New |
| Decker Retirement Planning Inc. | 16 | $5.47K | 0.00% | +16 | New |
| Sawyer & Company, Inc | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 18 | $6.15K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 18 | $6.16K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $6.16K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 18 | $6.16K | 0.01% | +18 | New |
| St Germain D J Co Inc | 19 | $6.50K | 0.00% | +17+850.0% | Added |
| Noble Wealth Management PBC | 19 | $6.50K | 0.00% | +19 | New |
| Holos Integrated Wealth LLC | 19 | $6.50K | 0.00% | +19 | New |
| Quintet Private Bank (Europe) S.A. | 20 | $6.84K | 0.00% | −778−97.5% | Reduced |
| Hantz Financial Services, Inc. | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 19 | $7.00K | 0.01% | +17+850.0% | Added |
| MUFG Securities EMEA plc | 21 | $7.18K | 0.00% | −475−95.8% | Reduced |
| Financial Network Wealth Advisors LLC | 21 | $7.18K | 0.01% | −96−82.1% | Reduced |
| SJS Investment Consulting Inc. | 23 | $7.87K | 0.00% | +1+4.5% | Added |
| Transce3nd, LLC | 24 | $8.21K | 0.00% | +24 | New |
| Carolina Wealth Advisors, LLC | 25 | $8.55K | 0.00% | −25−50.0% | Reduced |
| Zions Bancorporation, N.A. | 25 | $8.55K | 0.00% | +19+316.7% | Added |
| Morse Asset Management, Inc | 25 | $8.55K | 0.00% | +25 | New |
| Caitlin John, LLC | 26 | $8.90K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 26 | $8.90K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 27 | $9.24K | 0.00% | −12−30.8% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 28 | $9.58K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 29 | $10.1K | 0.00% | +2+7.4% | Added |
| Your Advocates Ltd., LLP | 30 | $10.3K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 30 | $10.3K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 30 | $10.3K | 0.00% | +30 | New |
| Darwin Advisors, LLC | 33 | $11.3K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 33 | $11.3K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 33 | $11.3K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 27 | $11.4K | 0.01% | +26+2,600.0% | Added |
| Legacy Wealth Managment, LLC | 27 | $11.4K | 0.01% | +26+2,600.0% | Added |
| MPWM Advisory Solutions, LLC | 35 | $12.0K | 0.01% | +35 | New |
| West Paces Advisors Inc. | 35 | $12.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 35 | $12.0K | 0.00% | +35 | New |
| Insight Financial Services | 36 | $12.3K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 39 | $13.0K | 0.01% | +20+105.3% | Added |
| Rosenberg Matthew Hamilton | 38 | $13.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 38 | $13.0K | 0.00% | +38 | New |
| Clark Wealth Partners | 39 | $13.3K | 0.01% | +39 | New |
| Rogco, LP | 40 | $13.7K | 0.01% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 40 | $13.7K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 40 | $13.7K | 0.00% | +40 | New |
| DHJJ Financial Advisors, Ltd. | 40 | $13.7K | 0.01% | −3−7.0% | Reduced |
| Centerpoint Advisors, LLC | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 42 | $14.4K | 0.01% | −109−72.2% | Reduced |
| Financial Management Professionals, Inc. | 42 | $14.4K | 0.00% | +5+13.5% | Added |
| Hemington Wealth Management | 44 | $15.0K | 0.00% | +24+120.0% | Added |
| Prestige Wealth Management Group LLC | 44 | $15.1K | 0.00% | +11+33.3% | Added |
| Cedar Mountain Advisors, LLC | 45 | $15.4K | 0.00% | −28−38.4% | Reduced |