| Loomis Sayles & Co L P | 0 | $2 | 0.00% | 0 | Unchanged |
| Davis Capital Management | 1 | $188 | 0.00% | +1 | New |
| United Financial Planning Group LLC | 1 | $188 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $189 | 0.00% | +1 | New |
| Investors Portfolio Services LLC | 2 | $318 | 0.00% | +2 | New |
| McGuire Capital Advisors Inc | 3 | $564 | 0.00% | +3 | New |
| BOK Financial Private Wealth, Inc. | 3 | $565 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 3 | $579 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 4 | $753 | 0.00% | −7−63.6% | Reduced |
| Financial Consulate, Inc | 4 | $753 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $753 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $753 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $753 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 4 | $753 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $753 | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 4 | $753 | 0.00% | +4 | New |
| Winnow Wealth LLC | 4 | $756 | 0.00% | −7−63.6% | Reduced |
| Lodestone Wealth Management LLC | 7 | $1.32K | 0.00% | +7 | New |
| BankPlus Trust Department | 8 | $1.50K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 8 | $1.50K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 8 | $1.50K | 0.00% | +8 | New |
| Merited Wealth, LLC | 8 | $1.50K | 0.00% | +8 | New |
| Three Bearings Fiduciary Advisors, Inc. | 8 | $1.53K | 0.00% | +8 | New |
| Bangor Savings Bank | 9 | $1.69K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $1.69K | 0.00% | +2+28.6% | Added |
| 1015 Capital Partners, LLC | 9 | $1.69K | 0.00% | +9 | New |
| Proathlete Wealth Management LLC | 10 | $1.88K | 0.00% | +10 | New |
| American Capital Advisory, LLC | 10 | $1.88K | 0.00% | +7+233.3% | Added |
| Bare Financial Services, Inc | 12 | $2.26K | 0.00% | −22−64.7% | Reduced |
| Ameriflex Group, Inc. | 12 | $2.26K | 0.00% | −12−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 12 | $2.26K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $2.26K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $2.26K | 0.00% | +6+100.0% | Added |
| Elevated Capital Advisors, LLC | 12 | $2.26K | 0.00% | +12 | New |
| Quattro Advisors LLC | 12 | $2.26K | 0.00% | +12 | New |
| Cape Investment Advisory, Inc. | 14 | $2.63K | 0.00% | +14 | New |
| Principia Wealth Advisory, LLC | 15 | $2.82K | 0.00% | −175−92.1% | Reduced |
| Cedar Mountain Advisors, LLC | 15 | $2.82K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 15 | $2.82K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 15 | $2.82K | 0.00% | +15 | New |
| Rialto Wealth Management, LLC | 15 | $2.82K | 0.00% | −2−11.8% | Reduced |
| Missouri Trust & Investment Co | 16 | $3.01K | 0.00% | −52−76.5% | Reduced |
| Wealth Preservation Advisors, LLC | 16 | $3.01K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 16 | $3.01K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 16 | $3.01K | 0.00% | +5+45.5% | Added |
| Family CFO Inc | 16 | $3.01K | 0.00% | +16 | New |
| S&T Bank | 17 | $3.20K | 0.00% | +2+13.3% | Added |
| POM Investment Strategies, LLC | 18 | $3.40K | 0.00% | +18 | New |
| Imprint Wealth LLC | 19 | $3.57K | 0.02% | −41−68.3% | Reduced |
| Essential Partners LLC | 19 | $3.58K | 0.00% | −889−97.9% | Reduced |
| Rosenberg Matthew Hamilton | 20 | $3.76K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 20 | $3.76K | 0.00% | +20 | New |
| Altshuler Shaham Ltd | 22 | $4.14K | 0.00% | +2+10.0% | Added |
| NVWM, LLC | 23 | $4.33K | 0.00% | −118−83.7% | Reduced |
| South Plains Financial, Inc. | 24 | $4.51K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 24 | $4.51K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 24 | $4.51K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $4.51K | 0.00% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 24 | $4.60K | 0.00% | +24 | New |
| Bay Harbor Wealth Management, LLC | 26 | $4.89K | 0.00% | +10+62.5% | Added |
| Cherry Tree Wealth Management, LLC | 26 | $4.89K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 27 | $5.08K | 0.00% | +27 | New |
| Brown, Lisle/Cummings, Inc. | 28 | $5.27K | 0.00% | 00.0% | Unchanged |
| City State Bank | 28 | $5.27K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 28 | $5.29K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $5.64K | 0.00% | −52−63.4% | Reduced |
| Penserra Capital Management LLC | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 32 | $6.02K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 32 | $6.02K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 32 | $6.02K | 0.00% | +32 | New |
| Bayban | 32 | $6.02K | 0.01% | +32 | New |
| Benson Wealth Management INC | 33 | $6.21K | 0.01% | +33 | New |
| Mascoma Wealth Management LLC | 34 | $6.39K | 0.00% | +6+21.4% | Added |
| Safe Harbor Fiduciary, LLC | 34 | $6.39K | 0.01% | +34 | New |
| RMG Wealth Management LLC | 34 | $6.63K | 0.00% | +34 | New |
| NBC Securities, Inc. | 36 | $6.77K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 36 | $6.77K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 36 | $6.77K | 0.00% | +24+200.0% | Added |
| Highline Wealth Partners LLC | 36 | $6.78K | 0.00% | +7+24.1% | Added |
| SHP Wealth Management | 36 | $6.84K | 0.00% | +36 | New |
| Westfuller Advisors, LLC | 38 | $7.15K | 0.00% | −7−15.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 39 | $7.33K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 41 | $7.71K | 0.01% | +41 | New |
| Torren Management, LLC | 42 | $7.90K | 0.00% | +42 | New |
| IFC & Insurance Marketing, Inc. | 40 | $8.00K | 0.01% | +40 | New |
| TD Capital Management LLC | 44 | $8.28K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 44 | $8.28K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 45 | $8.46K | 0.00% | −3−6.3% | Reduced |
| Wilkerson Advisory Group LLC | 46 | $8.65K | 0.00% | +46 | New |
| Advocate Investing Services LLC | 46 | $8.65K | 0.01% | +46 | New |
| Hurley Capital, LLC | 47 | $8.91K | 0.00% | −2−4.1% | Reduced |
| Longview Financial Advisors LLC | 48 | $9.03K | 0.00% | +48 | New |
| Steigerwald, Gordon & Koch Inc. | 49 | $9.21K | 0.00% | +49 | New |
| Red Tortoise LLC | 52 | $9.78K | 0.00% | 00.0% | Unchanged |
| Cygnus Capital Advisors, LLC | 53 | $10.0K | 0.01% | +53 | New |
| Barnes Dennig Private Wealth Management LLC | 54 | $10.2K | 0.01% | −5−8.5% | Reduced |
| High Note Wealth, LLC | 54 | $10.2K | 0.00% | +25+86.2% | Added |
| Havemeyer Place LP | 55 | $10.3K | 0.00% | +55 | New |
| United Community Bank | 57 | $10.7K | 0.00% | −8−12.3% | Reduced |