| Loomis Sayles & Co L P | 0 | $14 | 0.00% | 0 | Unchanged |
| Albion Financial Group | 0 | $16 | 0.00% | 0 | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1 | $74 | 0.00% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 1 | $74 | 0.00% | +1 | New |
| Golden State Equity Partners | 2 | $148 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $149 | 0.00% | −6−75.0% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $223 | 0.00% | −18−85.7% | Reduced |
| Trust Co | 3 | $223 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 3 | $223 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 3 | $223 | 0.00% | +3 | New |
| Archer Investment Corp | 5 | $372 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $372 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $373 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 8 | $596 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 11 | $819 | 0.00% | +11 | New |
| Indiana Trust & Investment Management CO | 12 | $893 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 12 | $893 | 0.00% | +12 | New |
| Lloyd Advisory Services, LLC. | 13 | $968 | 0.00% | −784−98.4% | Reduced |
| DecisionPoint Financial, LLC | 13 | $968 | 0.00% | −16−55.2% | Reduced |
| Kingdom Financial Group LLC. | 13 | $968 | 0.00% | +13 | New |
| IMA Wealth, Inc. | 14 | $1.04K | 0.00% | +2+16.7% | Added |
| Zions Bancorporation, National Association | 15 | $1.12K | 0.00% | −23,400−99.9% | Reduced |
| Quent Capital, LLC | 15 | $1.12K | 0.00% | −1,210−98.8% | Reduced |
| Root Financial Partners, LLC | 15 | $1.12K | 0.00% | −125−89.3% | Reduced |
| IMG Wealth Management, Inc. | 15 | $1.12K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 15 | $1.12K | 0.00% | +15 | New |
| Mosley Wealth Management | 12 | $1.15K | 0.00% | +12 | New |
| Pinney & Scofield, Inc. | 16 | $1.19K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 16 | $1.19K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 17 | $1.27K | 0.00% | +17 | New |
| Global Trust Asset Management, LLC | 18 | $1.30K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 18 | $1.34K | 0.00% | −18−50.0% | Reduced |
| UMA Financial Services, Inc. | 19 | $1.42K | 0.00% | −1−5.0% | Reduced |
| JNBA Financial Advisors | 19 | $1.42K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $1.49K | 0.00% | −13−39.4% | Reduced |
| Eukles Asset Management | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $1.50K | 0.00% | −8,748−99.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 21 | $1.56K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $1.56K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 22 | $1.64K | 0.00% | +22 | New |
| Hughes Financial Services, LLC | 24 | $1.79K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $1.86K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 25 | $1.86K | 0.00% | +25 | New |
| First Command Advisory Services, Inc. | 26 | $1.94K | 0.00% | +20+333.3% | Added |
| TSFG, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 28 | $2.08K | 0.00% | +27+2,700.0% | Added |
| Key Financial Inc | 30 | $2.23K | 0.00% | −6−16.7% | Reduced |
| IAG Wealth Partners, LLC | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 31 | $2.31K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 31 | $2.36K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 32 | $2.38K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 32 | $2.38K | 0.00% | +32 | New |
| Anfield Capital Management, LLC | 34 | $2.53K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 35 | $2.61K | 0.00% | 00.0% | Unchanged |
| Bayban | 36 | $2.68K | 0.00% | +23+176.9% | Added |
| Godsey & Gibb Associates | 39 | $2.90K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 40 | $2.98K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 41 | $3.05K | 0.00% | +41 | New |
| SWAN Capital LLC | 43 | $3.20K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 43 | $3.20K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 44 | $3.28K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 45 | $3.35K | 0.00% | −19−29.7% | Reduced |
| Manchester Capital Management LLC | 46 | $3.42K | 0.00% | −14−23.3% | Reduced |
| Gold Investment Management Ltd. | 46 | $3.42K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 46 | $3.42K | 0.00% | +5+12.2% | Added |
| Sound Income Strategies, LLC | 46 | $3.43K | 0.00% | −278−85.8% | Reduced |
| Pflug Koory, LLC | 47 | $3.50K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 48 | $3.57K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 48 | $3.58K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $3.72K | 0.00% | −400−88.9% | Reduced |
| Millstone Evans Group, LLC | 50 | $3.72K | 0.00% | −100−66.7% | Reduced |
| Financial Consulate, Inc | 50 | $3.72K | 0.00% | −2−3.8% | Reduced |
| Sfam, LLC | 50 | $3.72K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 50 | $3.72K | 0.02% | +50 | New |
| Ares Financial Consulting, LLC | 55 | $4.11K | 0.00% | +55 | New |
| Owl Creek Wealth Partners LLC | 57 | $4.24K | 0.00% | +57 | New |
| Whipplewood Advisors, LLC | 61 | $4.54K | 0.00% | +61 | New |
| Gleason Group, Inc. | 63 | $4.72K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $4.84K | 0.00% | −49−43.0% | Reduced |
| Wolff Wiese Magana LLC | 65 | $4.84K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 65 | $4.86K | 0.00% | −11−14.5% | Reduced |
| Daytona Street Capital LLC | 66 | $4.91K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 66 | $4.91K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 66 | $4.91K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $4.91K | 0.00% | +60+1,000.0% | Added |
| Entrust Financial LLC | 74 | $5.51K | 0.00% | +74 | New |
| GW&K Investment Management, LLC | 85 | $6.00K | 0.00% | +12+16.4% | Added |
| Coston, McIsaac & Partners | 84 | $6.00K | 0.00% | +82+4,100.0% | Added |
| Purpose Unlimited Inc. | 83 | $6.18K | 0.00% | −48−36.6% | Reduced |
| Frazier Financial Advisors, LLC | 84 | $6.25K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 85 | $6.33K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 85 | $6.33K | 0.00% | +85 | New |
| Stone House Investment Management, LLC | 86 | $6.40K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 86 | $6.40K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 87 | $6.49K | 0.00% | +87 | New |
| Cornerstone Financial Management LLC | 90 | $6.70K | 0.01% | +20+28.6% | Added |
| Sunrise Financial Services, LLC | 95 | $7.07K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 100 | $7.33K | 0.00% | −40−28.6% | Reduced |
| Crews Bank & Trust | 100 | $7.45K | 0.00% | −150−60.0% | Reduced |
| SJS Investment Consulting Inc. | 100 | $7.45K | 0.00% | −60−37.5% | Reduced |