| Loomis Sayles & Co L P | 0 | $2 | 0.00% | 0 | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $171 | 0.00% | +1 | New |
| Cordant, Inc. | 2 | $279 | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 2 | $310 | 0.00% | −2−50.0% | Reduced |
| Medallion Wealth Advisors, LLC | 2 | $340 | 0.00% | +2 | New |
| Retirement Wealth Solutions LLC | 3 | $511 | 0.00% | −2−40.0% | Reduced |
| Breakwater Investment Management | 3 | $511 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $511 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4 | $680 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $681 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $681 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 4 | $682 | 0.00% | +4 | New |
| United Community Bank | 5 | $850 | 0.00% | −52−91.2% | Reduced |
| Pin Oak Investment Advisors Inc | 4 | $1.00K | 0.00% | +4 | New |
| Navigoe, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Three Bearings Fiduciary Advisors, Inc. | 8 | $1.36K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 8 | $1.36K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 8 | $1.36K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 8 | $1.36K | 0.00% | +2+33.3% | Added |
| BOK Financial Private Wealth, Inc. | 8 | $1.36K | 0.00% | +5+166.7% | Added |
| Fortis Group Advisors, LLC | 8 | $1.36K | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 8 | $1.39K | 0.00% | +4+100.0% | Added |
| 1015 Capital Partners, LLC | 9 | $1.53K | 0.00% | −2−18.2% | Reduced |
| Proathlete Wealth Management LLC | 10 | $1.71K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 11 | $1.87K | 0.00% | −145−92.9% | Reduced |
| Marquette Asset Management, LLC | 11 | $1.87K | 0.00% | −75−87.2% | Reduced |
| CKW Financial Group | 12 | $2.00K | 0.00% | +12 | New |
| Tidemark, LLC | 12 | $2.04K | 0.00% | −4−25.0% | Reduced |
| Elevated Capital Advisors, LLC | 12 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $2.04K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 12 | $2.04K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 13 | $2.21K | 0.00% | −155−92.3% | Reduced |
| Imprint Wealth LLC | 13 | $2.21K | 0.01% | −6−31.6% | Reduced |
| NVWM, LLC | 13 | $2.21K | 0.00% | −2−13.3% | Reduced |
| Clark Wealth Partners | 14 | $2.38K | 0.00% | −125−89.9% | Reduced |
| Valued Wealth Advisors LLC | 14 | $2.38K | 0.00% | +1+7.7% | Added |
| Whipplewood Advisors, LLC | 15 | $2.55K | 0.00% | −130−89.7% | Reduced |
| Reyes Financial Architecture, Inc. | 16 | $2.72K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 16 | $2.72K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 16 | $2.72K | 0.00% | +8+100.0% | Added |
| Compass Financial Management LLC | 17 | $2.89K | 0.00% | +17 | New |
| Prestige Wealth Management Group LLC | 17 | $2.89K | 0.00% | +5+41.7% | Added |
| Activest Wealth Management | 18 | $3.06K | 0.00% | −80−81.6% | Reduced |
| Cranbrook Wealth Management, LLC | 19 | $3.23K | 0.00% | −17−47.2% | Reduced |
| Quaker Wealth Management, LLC | 19 | $3.23K | 0.00% | +15+375.0% | Added |
| Creative Capital Management Investments LLC | 19 | $3.23K | 0.00% | +19 | New |
| Frazier Financial Advisors, LLC | 20 | $3.40K | 0.00% | −20−50.0% | Reduced |
| Peterson Wealth Management | 21 | $3.58K | 0.00% | −75−78.1% | Reduced |
| Hughes Financial Services, LLC | 23 | $3.91K | 0.00% | +16+228.6% | Added |
| Lloyd Advisory Services, LLC. | 23 | $3.92K | 0.00% | −69−75.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 24 | $4.08K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 24 | $4.08K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $4.08K | 0.00% | +24 | New |
| Altshuler Shaham Ltd | 25 | $4.25K | 0.00% | +5+25.0% | Added |
| Allied Private Wealth LLC | 24 | $4.33K | 0.00% | +24 | New |
| Dogwood Wealth Management LLC | 26 | $4.42K | 0.00% | −36−58.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 26 | $4.42K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 26 | $4.47K | 0.00% | −315−92.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 27 | $4.59K | 0.00% | +27 | New |
| Dunhill Financial, LLC | 27 | $4.61K | 0.00% | +1+3.8% | Added |
| Mascoma Wealth Management LLC | 28 | $4.76K | 0.00% | 00.0% | Unchanged |
| City State Bank | 28 | $4.76K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 28 | $4.76K | 0.00% | −107−79.3% | Reduced |
| First Pacific Financial | 28 | $4.81K | 0.00% | −31−52.5% | Reduced |
| Ameriflex Group, Inc. | 29 | $4.93K | 0.00% | +15+107.1% | Added |
| American Capital Advisory, LLC | 29 | $4.93K | 0.00% | +18+163.6% | Added |
| Penserra Capital Management LLC | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 30 | $5.10K | 0.00% | −15−33.3% | Reduced |
| TLW Wealth Management, LLC | 30 | $5.10K | 0.00% | +30 | New |
| Principia Wealth Advisory, LLC | 31 | $5.27K | 0.00% | +15+93.8% | Added |
| Hager Investment Management Services, LLC | 32 | $5.44K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 33 | $5.61K | 0.00% | −3−8.3% | Reduced |
| Rakuten Securities, Inc. | 33 | $5.61K | 0.00% | +11+50.0% | Added |
| Trust Co of Toledo NA | 35 | $5.95K | 0.00% | +31+775.0% | Added |
| Arlington Trust Co LLC | 36 | $6.12K | 0.00% | −62−63.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 38 | $6.46K | 0.00% | −1−2.6% | Reduced |
| Front Row Advisors LLC | 32 | $6.57K | 0.00% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 40 | $6.80K | 0.00% | −52−56.5% | Reduced |
| RMG Wealth Management LLC | 34 | $6.92K | 0.00% | −9−20.9% | Reduced |
| Torren Management, LLC | 42 | $7.14K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 42 | $7.14K | 0.00% | +35+500.0% | Added |
| TD Capital Management LLC | 44 | $7.48K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 44 | $7.56K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 31 | $7.65K | 0.00% | +31 | New |
| Advocate Investing Services LLC | 46 | $7.82K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 46 | $7.82K | 0.00% | +38+475.0% | Added |
| Bay Harbor Wealth Management, LLC | 47 | $7.99K | 0.00% | +13+38.2% | Added |
| Southern Michigan Bank & Trust | 48 | $8.16K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 48 | $8.16K | 0.00% | +18+60.0% | Added |
| Abound Wealth Management | 54 | $9.23K | 0.00% | −29−34.9% | Reduced |
| McGuire Capital Advisors Inc | 57 | $9.70K | 0.01% | +25+78.1% | Added |
| Birchwood Financial Partners, Inc. | 59 | $10.0K | 0.01% | −1−1.7% | Reduced |
| Security National Bank | 60 | $10.2K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 60 | $10.2K | 0.00% | +44+275.0% | Added |
| Caldwell Sutter Capital, Inc. | 64 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bayban | 65 | $11.1K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 65 | $11.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 66 | $11.2K | 0.01% | +28+73.7% | Added |
| ORG Wealth Partners, LLC | 68 | $11.6K | 0.00% | −974−93.5% | Reduced |
| Buck Wealth Strategies, LLC | 69 | $11.7K | 0.00% | +69 | New |
