| Abound Wealth Management | 0 | $192 | 0.00% | 0 | Unchanged |
| Torren Management, LLC | 1 | $1.91K | 0.00% | −5−83.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $1.91K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1 | $1.91K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $1.91K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $1.91K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1 | $1.91K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1 | $1.91K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $1.91K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 1 | $1.91K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 1 | $1.91K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $1.91K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 1 | $1.91K | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $1.91K | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $1.92K | 0.00% | −2−66.7% | Reduced |
| Rialto Wealth Management, LLC | 1 | $1.92K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1 | $1.92K | 0.00% | +1 | New |
| Archer Investment Corp | 2 | $3.83K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2 | $3.83K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2 | $3.83K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 2 | $3.83K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $3.83K | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $3.83K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $3.83K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 3 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 3 | $5.74K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $5.74K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 3 | $5.74K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 3 | $5.74K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $5.74K | 0.00% | +3 | New |
| Asset Dedication, LLC | 3 | $5.74K | 0.00% | −8−72.7% | Reduced |
| Carolina Wealth Advisors, LLC | 4 | $7.66K | 0.00% | −226−98.3% | Reduced |
| LGT Financial Advisors LLC | 4 | $7.66K | 0.04% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 4 | $7.66K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4 | $7.66K | 0.00% | +4 | New |
| Burk Holdings LLC | 4 | $7.66K | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 4 | $7.66K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 5 | $9.57K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 5 | $9.57K | 0.06% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 5 | $9.57K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5 | $9.57K | 0.00% | +1+25.0% | Added |
| Kemnay Advisory Services Inc. | 5 | $9.57K | 0.00% | +5 | New |
| Richardson Capital Management LLC | 5 | $9.57K | 0.00% | +5 | New |
| Cranbrook Wealth Management, LLC | 5 | $9.57K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 6 | $11.0K | 0.00% | +6 | New |
| Silicon Valley Capital Partners | 6 | $11.5K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 6 | $11.5K | 0.00% | +6 | New |
| MV Capital Management, Inc. | 6 | $11.5K | 0.00% | −5−45.5% | Reduced |
| Atlantic Trust, LLC | 6 | $11.5K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 6 | $11.5K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $13.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 7 | $13.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $13.4K | 0.00% | +2+40.0% | Added |
| Legacy Bridge, LLC | 7 | $13.4K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 7 | $13.4K | 0.01% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 8 | $15.1K | 0.00% | −391−98.0% | Reduced |
| Johnson Financial Group, Inc. | 8 | $15.3K | 0.00% | −17−68.0% | Reduced |
| First Command Advisory Services, Inc. | 8 | $15.3K | 0.00% | +8 | New |
| Bayforest Capital Ltd | 9 | $17.2K | 0.02% | −49−84.5% | Reduced |
| GoalVest Advisory LLC | 9 | $17.2K | 0.00% | −11−55.0% | Reduced |
| Pinnacle Bancorp, Inc. | 9 | $17.2K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 9 | $17.2K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 9 | $17.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $19.0K | 0.00% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 10 | $19.1K | 0.02% | −10−50.0% | Reduced |
| Spire Wealth Management | 10 | $19.1K | 0.00% | −8−44.4% | Reduced |
| Zions Bancorporation, National Association | 10 | $19.1K | 0.00% | −1−9.1% | Reduced |
| Private Trust Co NA | 10 | $19.1K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10 | $19.1K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 10 | $19.1K | 0.00% | 00.0% | Unchanged |
| Park National Corp | 10 | $19.1K | 0.00% | +10 | New |
| Scarborough Advisors, LLC | 10 | $19.1K | 0.00% | +10 | New |
| Hantz Financial Services, Inc. | 11 | $21.0K | 0.00% | −8−42.1% | Reduced |
| GW&K Investment Management, LLC | 11 | $21.0K | 0.00% | +6+120.0% | Added |
| Gables Capital Management Inc. | 11 | $21.1K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 11 | $21.1K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 11 | $21.1K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 11 | $21.1K | 0.01% | +11 | New |
| Valley National Advisers Inc | 12 | $22.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 12 | $23.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 12 | $23.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $23.0K | 0.01% | +1+9.1% | Added |
| Anfield Capital Management, LLC | 13 | $24.9K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 13 | $24.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 13 | $24.9K | 0.00% | +2+18.2% | Added |
| Positano Wealth Management Ltd | 13 | $24.9K | 0.02% | +4+44.4% | Added |
| TIAA Wealth Investment Management LLC | 13 | $24.9K | 0.00% | +13 | New |
| NBC Securities, Inc. | 14 | $26.8K | 0.00% | −1−6.7% | Reduced |
| Basecamp Wealth Advisors LLC | 14 | $26.8K | 0.01% | −5−26.3% | Reduced |
| Essential Partners LLC | 14 | $26.8K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 14 | $26.8K | 0.01% | +1+7.7% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 14 | $26.8K | 0.12% | +14 | New |
| Measured Wealth Private Client Group, LLC | 15 | $28.7K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 15 | $28.7K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 16 | $30.6K | 0.00% | +1+6.7% | Added |
| SIMA Wealth Partners, LLC | 16 | $30.6K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 16 | $31.0K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 17 | $31.8K | 0.01% | −161−90.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17 | $32.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $32.5K | 0.00% | 00.0% | Unchanged |