| Country Trust Bank | 1 | $891 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1 | $891 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $891 | 0.00% | +1 | New |
| Atwood & Palmer Inc | 1 | $892 | 0.00% | −1−50.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1 | $892 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2 | $1.78K | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 2 | $1.78K | 0.00% | +2 | New |
| Ulland Investment Advisors, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 2 | $2.00K | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $2.13K | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $2.67K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 3 | $2.67K | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $2.67K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 3 | $2.67K | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 3 | $2.67K | 0.00% | +3 | New |
| Investment Counsel Co of Nevada | 3 | $2.67K | 0.01% | +3 | New |
| Catherine Avery Investment Management LLC | 3 | $2.67K | 0.00% | +3 | New |
| Migdal Insurance & Financial Holdings Ltd. | 3 | $3.00K | 0.00% | +3 | New |
| NBC Securities, Inc. | 3 | $3.37K | 0.31% | −4,016−99.9% | Reduced |
| Fortis Group Advisors, LLC | 4 | $3.56K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 4 | $3.56K | 0.00% | +1+33.3% | Added |
| Horizon Financial Services, LLC | 4 | $3.56K | 0.00% | +4 | New |
| Clal Insurance Enterprises Holdings Ltd | 4 | $4.00K | 0.00% | +4 | New |
| Richardson Capital Management LLC | 5 | $4.46K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 5 | $4.46K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $4.46K | 0.00% | +5 | New |
| Roble, Belko & Company, Inc | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 6 | $5.00K | 0.00% | +6 | New |
| CoreFirst Bank & Trust | 6 | $5.35K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 6 | $5.40K | 0.00% | −9−60.0% | Reduced |
| Criterion Capital Advisors, LLC | 9 | $6.07K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 7 | $6.24K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 7 | $6.24K | 0.00% | +7 | New |
| Conquis Financial LLC | 7 | $6.24K | 0.01% | +7 | New |
| Innovative Advisory Group, LLC | 7 | $6.24K | 0.01% | +7 | New |
| Chapman Financial Group, LLC | 7 | $6.24K | 0.01% | +7 | New |
| Wood Tarver Financial Group, LLC | 8 | $7.00K | 0.00% | +8 | New |
| Perkins Coie Trust Co | 8 | $7.13K | 0.00% | −3−27.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 8 | $7.13K | 0.00% | −61−88.4% | Reduced |
| Minot DeBlois Advisors LLC | 8 | $7.13K | 0.01% | +8 | New |
| High Note Wealth, LLC | 8 | $7.13K | 0.00% | +8 | New |
| Winnow Wealth LLC | 9 | $7.94K | 0.01% | +9 | New |
| Coston, McIsaac & Partners | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 9 | $8.02K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 9 | $8.02K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 10 | $8.91K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $8.91K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 10 | $8.91K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 10 | $8.91K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 10 | $8.91K | 0.00% | +10 | New |
| Quest 10 Wealth Builders, Inc. | 10 | $8.91K | 0.01% | +10 | New |
| Compass Financial Services Inc | 10 | $8.91K | 0.01% | +10 | New |
| Principia Wealth Advisory, LLC | 10 | $8.91K | 0.01% | +10 | New |
| Proffitt & Goodson Inc | 10 | $8.91K | 0.00% | −5−33.3% | Reduced |
| ZRC Wealth Management, LLC | 10 | $9.12K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 13 | $9.22K | 0.00% | +13 | New |
| TruNorth Capital Management, LLC | 11 | $9.80K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 11 | $9.80K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 11 | $9.80K | 0.43% | +2+22.2% | Added |
| Bank of Jackson Hole Trust | 11 | $9.80K | 0.01% | +11 | New |
| Marshall & Sterling Wealth Advisors Inc. | 11 | $9.80K | 0.01% | +11 | New |
| Peoples Financial Services Corp. | 12 | $10.7K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 12 | $10.7K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 12 | $10.7K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 12 | $10.7K | 0.01% | +12 | New |
| Halbert Hargrove Global Advisors, LLC | 13 | $11.6K | 0.00% | +13 | New |
| JDM Financial Group LLC | 14 | $12.5K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 14 | $12.5K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 14 | $12.5K | 0.02% | +14 | New |
| Cyrus J. Lawrence, LLC | 15 | $13.0K | 0.00% | +15 | New |
| Bangor Savings Bank | 15 | $13.4K | 0.00% | −9−37.5% | Reduced |
| Morton Brown Family Wealth, LLC | 15 | $13.4K | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 15 | $13.4K | 0.01% | +15 | New |
| Capital & Planning, LLC | 15 | $13.4K | 0.01% | +15 | New |
| Accredited Wealth Management, LLC | 15 | $13.4K | 0.01% | +15 | New |
| FWL Investment Management, LLC | 16 | $14.3K | 0.01% | +3+23.1% | Added |
| Compass Wealth Management LLC | 16 | $14.3K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 16 | $14.3K | 0.01% | +16 | New |
| Mendota Financial Group, LLC | 18 | $16.0K | 0.01% | −2−10.0% | Reduced |
| Miller Wealth Advisors, LLC | 18 | $16.0K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 19 | $16.9K | 0.00% | +9+90.0% | Added |
| West Oak Capital, LLC | 20 | $17.8K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $17.8K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 20 | $17.8K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 20 | $17.8K | 0.01% | +20 | New |
| Cedar Mountain Advisors, LLC | 22 | $19.6K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 22 | $19.6K | 0.00% | +10+83.3% | Added |
| LFA - Lugano Financial Advisors SA | 22 | $19.6K | 0.01% | +15+214.3% | Added |
| Tower View Investment Management & Research LLC | 22 | $19.6K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 23 | $20.5K | 0.00% | −12−34.3% | Reduced |
| ZynergyRetirementPlanningLLC | 30 | $21.3K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $21.4K | 0.02% | 00.0% | Unchanged |
| Banque Transatlantique SA | 25 | $22.2K | 0.00% | +25 | New |
| Mark Sheptoff Financial Planning, LLC | 25 | $22.2K | 0.01% | −308−92.5% | Reduced |
| Future Financial Wealth Managment LLC | 25 | $22.3K | 0.02% | 00.0% | Unchanged |
| Bank & Trust Co | 25 | $22.3K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 25 | $22.3K | 0.01% | +25 | New |
| Motco | 26 | $23.2K | 0.00% | +4+18.2% | Added |
| MPWM Advisory Solutions, LLC | 26 | $23.2K | 0.02% | +26 | New |
| Clark Wealth Partners | 26 | $23.2K | 0.02% | +26 | New |
