| LM Advisors LLC | 420 | $285 | 0.01% | +78+22.8% | Added |
| Winthrop Capital Management, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 1 | $1.47K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $1.47K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $1.47K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1 | $1.47K | 0.00% | +1 | New |
| MBM Wealth Consultants, LLC | 1 | $1.47K | 0.00% | +1 | New |
| POM Investment Strategies, LLC | 1 | $1.47K | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $1.47K | 0.00% | +1 | New |
| Arcadia Investment Management Corp | 1 | $1.47K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 1 | $1.47K | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $1.47K | 0.00% | +1 | New |
| PayPay Securities Corp | 1 | $1.74K | 0.06% | −1−50.0% | Reduced |
| Investors Portfolio Services LLC | 1 | $1.86K | 0.00% | +1 | New |
| Park Square Financial Group, LLC | 2 | $2.94K | 0.02% | +2 | New |
| JNBA Financial Advisors | 2 | $2.94K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $2.94K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $2.94K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $2.94K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 2 | $2.94K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $2.94K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $2.94K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 2 | $2.94K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2 | $2.94K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 2 | $2.94K | 0.00% | 00.0% | Unchanged |
| Midway Capital Research & Management | 2 | $2.94K | 0.00% | +2 | New |
| Strive Financial Group ,LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 3 | $4.42K | 0.00% | −102−97.1% | Reduced |
| Aspect Partners, LLC | 3 | $4.42K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 3 | $4.42K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 3 | $4.42K | 0.00% | +3 | New |
| Goodman Advisory Group, LLC | 3 | $4.42K | 0.00% | +3 | New |
| Godsey & Gibb Associates | 3 | $4.42K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 3 | $4.42K | 0.00% | +3 | New |
| Quest 10 Wealth Builders, Inc. | 4 | $5.68K | 0.00% | +3+300.0% | Added |
| BOK Financial Private Wealth, Inc. | 4 | $5.89K | 0.00% | −182−97.8% | Reduced |
| Strategic Advocates LLC | 4 | $5.89K | 0.03% | −87−95.6% | Reduced |
| HFM Investment Advisors, LLC | 4 | $5.89K | 0.00% | −15−78.9% | Reduced |
| Armstrong Advisory Group, Inc | 4 | $5.89K | 0.00% | −10−71.4% | Reduced |
| Rosenberg Matthew Hamilton | 4 | $5.89K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 4 | $5.89K | 0.00% | +4 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 4 | $6.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4 | $6.00K | 0.00% | +4 | New |
| Webster Bank, N. A. | 5 | $7.36K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 5 | $7.36K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 5 | $7.36K | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $7.36K | 0.00% | +1+25.0% | Added |
| BFSG, LLC | 5 | $7.36K | 0.00% | +5 | New |
| Strategic Wealth Advisors LLC | 6 | $8.00K | 0.01% | +3+100.0% | Added |
| Strategic Wealth Partners, Ltd. | 6 | $8.29K | 0.00% | +2+50.0% | Added |
| Cranbrook Wealth Management, LLC | 6 | $8.84K | 0.00% | −4−40.0% | Reduced |
| Private Wealth Management Group, LLC | 6 | $8.84K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 7 | $10.3K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 7 | $10.3K | 0.01% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 7 | $10.3K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 7 | $10.3K | 0.01% | +7 | New |
| Tower View Investment Management & Research LLC | 7 | $10.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 8 | $11.8K | 0.00% | −57−87.7% | Reduced |
| First Command Advisory Services, Inc. | 8 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 8 | $11.8K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 8 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 8 | $11.8K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $11.8K | 0.00% | +2+33.3% | Added |
| United Financial Planning Group LLC | 8 | $11.8K | 0.01% | +5+166.7% | Added |
| NBT Bank N A | 8 | $11.8K | 0.00% | +8 | New |
| IFG Advisory, LLC | 8 | $11.8K | 0.03% | +8 | New |
| Asset Dedication, LLC | 8 | $11.8K | 0.00% | −126−94.0% | Reduced |
| Gleason Group, Inc. | 8 | $11.8K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 9 | $13.3K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 9 | $13.3K | 0.01% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 9 | $13.3K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 9 | $13.3K | 0.00% | +9 | New |
| Kingdom Financial Group LLC. | 9 | $13.3K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $14.7K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $14.7K | 0.01% | +1+11.1% | Added |
| Vermillion Wealth Management, Inc. | 10 | $14.7K | 0.01% | +10 | New |
| Atomic Invest LLC | 11 | $15.6K | 0.01% | +1+10.0% | Added |
| Bare Financial Services, Inc | 11 | $16.2K | 0.00% | +1+10.0% | Added |
| Cheviot Value Management, LLC | 11 | $16.2K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 12 | $17.7K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 12 | $17.7K | 0.00% | −14−53.8% | Reduced |
| RMG Wealth Management LLC | 10 | $18.5K | 0.00% | +2+25.0% | Added |
| Altshuler Shaham Ltd | 13 | $19.1K | 0.00% | −2−13.3% | Reduced |
| Legacy Bridge, LLC | 13 | $19.1K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 14 | $20.6K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 14 | $20.6K | 0.01% | +14 | New |
| Financial Perspectives, Inc | 14 | $20.7K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 15 | $22.0K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 15 | $22.1K | 0.01% | +15 | New |
| High Note Wealth, LLC | 15 | $22.1K | 0.00% | +3+25.0% | Added |
| Citizens National Bank Trust Department | 16 | $23.6K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 17 | $25.0K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 17 | $25.0K | 0.01% | +1+6.3% | Added |
| North Star Investment Management Corp. | 17 | $25.0K | 0.00% | +3+21.4% | Added |
| Horizon Financial Services, LLC | 17 | $25.0K | 0.01% | +8+88.9% | Added |
| Intentional Wealth Strategies, LLC | 17 | $25.0K | 0.02% | +17 | New |
| Glen Eagle Advisors, LLC | 17 | $25.2K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $26.5K | 0.00% | +3+20.0% | Added |
| Marquette Asset Management, LLC | 18 | $26.5K | 0.00% | +3+20.0% | Added |
| Sankala Group LLC | 19 | $28.0K | 0.02% | 00.0% | Unchanged |