| Loomis Sayles & Co L P | 0 | $2 | 0.00% | 0 | Unchanged |
| Napier Financial, LLC | 1 | $169 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $170 | 0.00% | +1 | New |
| Scarborough Advisors, LLC | 2 | $338 | 0.00% | +2 | New |
| Operose Advisors LLC | 2 | $338 | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 3 | $508 | 0.00% | −1−25.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 3 | $508 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $508 | 0.00% | +3 | New |
| Investors Portfolio Services LLC | 4 | $612 | 0.00% | +2+100.0% | Added |
| Nemes Rush Group LLC | 4 | $677 | 0.00% | −127−96.9% | Reduced |
| Quaker Wealth Management, LLC | 4 | $677 | 0.00% | −5−55.6% | Reduced |
| West Branch Capital LLC | 4 | $677 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $677 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $677 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 4 | $677 | 0.00% | +4 | New |
| Nvest Wealth Strategies, Inc. | 4 | $677 | 0.00% | +4 | New |
| Retirement Wealth Solutions LLC | 5 | $846 | 0.00% | +1+25.0% | Added |
| Phillip James Consulting Co. | 7 | $1.00K | 0.00% | +7 | New |
| Davis Capital Management | 6 | $1.01K | 0.00% | +5+500.0% | Added |
| Hughes Financial Services, LLC | 7 | $1.18K | 0.00% | −5−41.7% | Reduced |
| Lodestone Wealth Management LLC | 7 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $1.35K | 0.00% | −4−33.3% | Reduced |
| BankPlus Trust Department | 8 | $1.35K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 8 | $1.35K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 8 | $1.35K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 8 | $1.35K | 0.00% | +4+100.0% | Added |
| Bangor Savings Bank | 9 | $1.52K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 10 | $1.69K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 10 | $1.69K | 0.00% | +10 | New |
| American Capital Advisory, LLC | 11 | $1.86K | 0.00% | +1+10.0% | Added |
| 1015 Capital Partners, LLC | 11 | $1.86K | 0.00% | +2+22.2% | Added |
| Prestige Wealth Management Group LLC | 12 | $2.03K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 12 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $2.03K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 12 | $2.03K | 0.00% | +11+1,100.0% | Added |
| Purpose Unlimited Inc. | 12 | $2.03K | 0.00% | +12 | New |
| True Link Financial Advisors, LLC | 13 | $2.20K | 0.00% | +13 | New |
| Valued Wealth Advisors LLC | 13 | $2.20K | 0.00% | +13 | New |
| Ameriflex Group, Inc. | 14 | $2.30K | 0.00% | +2+16.7% | Added |
| NVWM, LLC | 15 | $2.54K | 0.00% | −8−34.8% | Reduced |
| Missouri Trust & Investment Co | 16 | $2.71K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 16 | $2.71K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 16 | $2.71K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 16 | $2.71K | 0.00% | +1+6.7% | Added |
| Tidemark, LLC | 16 | $2.71K | 0.00% | +16 | New |
| Burk Holdings LLC | 16 | $2.71K | 0.00% | +16 | New |
| Aspect Partners, LLC | 16 | $2.71K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 17 | $2.88K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 19 | $3.21K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 20 | $3.38K | 0.00% | −2−9.1% | Reduced |
| Rosenberg Matthew Hamilton | 20 | $3.38K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 21 | $3.55K | 0.00% | +21 | New |
| Rakuten Securities, Inc. | 22 | $3.72K | 0.00% | −52−70.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 24 | $4.06K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 24 | $4.06K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 24 | $4.06K | 0.01% | +6+33.3% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 24 | $4.06K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 26 | $4.40K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 26 | $4.40K | 0.00% | −59−69.4% | Reduced |
| Mascoma Wealth Management LLC | 28 | $4.74K | 0.00% | −6−17.6% | Reduced |
| City State Bank | 28 | $4.74K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 29 | $4.91K | 0.00% | +29 | New |
| Penserra Capital Management LLC | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 30 | $5.08K | 0.00% | +15+100.0% | Added |
| JNBA Financial Advisors | 30 | $5.08K | 0.00% | +30 | New |
| Front Row Advisors LLC | 32 | $5.41K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 32 | $5.41K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 32 | $5.41K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 32 | $5.41K | 0.00% | +29+966.7% | Added |
| Park Square Financial Group, LLC | 33 | $5.58K | 0.04% | −41−55.4% | Reduced |
| Benson Wealth Management INC | 33 | $5.58K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 33 | $5.59K | 0.00% | −3−8.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 34 | $5.75K | 0.00% | +8+30.8% | Added |
| Washington Trust Advisors, Inc. | 35 | $5.92K | 0.00% | −146−80.7% | Reduced |
| Cranbrook Wealth Management, LLC | 36 | $6.09K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 36 | $6.10K | 0.00% | +17+89.5% | Added |
| Cornerstone Financial Management LLC | 38 | $6.43K | 0.01% | −3−7.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 39 | $6.60K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 40 | $6.77K | 0.00% | +40 | New |
| RMG Wealth Management LLC | 43 | $7.08K | 0.00% | +9+26.5% | Added |
| Torren Management, LLC | 42 | $7.10K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 44 | $7.44K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 44 | $7.44K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 44 | $7.50K | 0.00% | −28−38.9% | Reduced |
| IMG Wealth Management, Inc. | 45 | $7.61K | 0.00% | −45−50.0% | Reduced |
| Westfuller Advisors, LLC | 45 | $7.61K | 0.00% | +7+18.4% | Added |
| Intentional Wealth Strategies, LLC | 45 | $7.61K | 0.01% | +45 | New |
| Advocate Investing Services LLC | 46 | $7.78K | 0.01% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 48 | $8.12K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 48 | $8.12K | 0.00% | +48 | New |
| NBC Securities, Inc. | 50 | $8.46K | 0.00% | +14+38.9% | Added |
| South State Corp. | 51 | $8.63K | 0.00% | −484−90.5% | Reduced |
| Red Tortoise LLC | 52 | $8.79K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 54 | $9.14K | 0.00% | +24+80.0% | Added |
| Innovative Asset Advisors Group, LLC | 56 | $9.49K | 0.01% | +56 | New |
| United Community Bank | 57 | $9.64K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 57 | $9.64K | 0.00% | +3+5.6% | Added |
| WPG Advisers, LLC | 59 | $9.98K | 0.01% | −78−56.9% | Reduced |
| First Pacific Financial | 59 | $10.0K | 0.00% | +31+110.7% | Added |
| Security National Bank | 60 | $10.1K | 0.00% | 00.0% | Unchanged |