| Dogwood Wealth Management LLC | 0 | $11 | 0.00% | 0 | New |
| ZRC Wealth Management, LLC | 0 | $14 | 0.00% | 0 | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $845 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 1 | $941 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1 | $950 | 0.00% | −5−83.3% | Reduced |
| State of Wyoming | 1 | $950 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $950 | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 1 | $950 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $951 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $951 | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 2 | $1.90K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2 | $1.90K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.90K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $1.90K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2 | $1.90K | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 2 | $1.90K | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 2 | $1.90K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $2.85K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3 | $2.85K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 3 | $2.85K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3 | $2.85K | 0.00% | +3 | New |
| Lummis Asset Management, LP | 3 | $2.85K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $2.85K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3 | $3.00K | 0.00% | −2−40.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $3.58K | 0.00% | +4 | New |
| McIlrath & Eck, LLC | 4 | $3.80K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 4 | $3.80K | 0.00% | +4 | New |
| Moisand Fitzgerald Tamayo, LLC | 4 | $3.80K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $3.80K | 0.00% | +4 | New |
| Aspire Private Capital, LLC | 5 | $4.75K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 5 | $4.75K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 5 | $4.75K | 0.00% | +5 | New |
| Lee Financial Co | 5 | $4.75K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 5 | $4.75K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $4.75K | 0.00% | +5 | New |
| Clear Street Markets LLC | 5 | $5.00K | 0.00% | −2−28.6% | Reduced |
| Tower View Investment Management & Research LLC | 5 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 6 | $5.00K | 0.00% | +5+500.0% | Added |
| Arlington Partners LLC | 6 | $5.70K | 0.00% | −37−86.0% | Reduced |
| Laffer Tengler Investments | 6 | $5.70K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $5.70K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 6 | $5.70K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $5.70K | 0.00% | +6 | New |
| Trifecta Capital Advisors, LLC | 6 | $5.70K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $5.70K | 0.00% | +6 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $6.65K | 0.00% | −1−12.5% | Reduced |
| Motco | 7 | $6.65K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $6.65K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 7 | $6.65K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 7 | $7.00K | 0.00% | +7 | New |
| ICA Group Wealth Management, LLC | 8 | $7.60K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 8 | $7.60K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8 | $7.60K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 8 | $7.60K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 8 | $7.60K | 0.00% | +8 | New |
| Atlas Capital Advisors LLC | 9 | $8.55K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 9 | $8.55K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $8.55K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 10 | $9.50K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 10 | $9.50K | 0.00% | −2−16.7% | Reduced |
| Stephenson National Bank & Trust | 10 | $9.50K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 10 | $9.50K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 10 | $9.50K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 10 | $9.50K | 0.01% | +10 | New |
| Birchbrook, Inc. | 10 | $9.50K | 0.01% | +10 | New |
| JDM Financial Group LLC | 10 | $9.50K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 10 | $10.0K | 0.00% | +1+11.1% | Added |
| Global Wealth Strategies & Associates | 11 | $10.5K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 11 | $10.5K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 11 | $10.5K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 11 | $10.5K | 0.01% | +11 | New |
| Colonial Trust Advisors | 12 | $11.4K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 12 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $11.4K | 0.01% | +12 | New |
| ORG Partners LLC | 13 | $12.4K | 0.00% | −22−62.9% | Reduced |
| Hollencrest Capital Management | 13 | $12.4K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 13 | $12.4K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 14 | $13.0K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 14 | $13.3K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 14 | $13.3K | 0.01% | +14 | New |
| Hobbs Group Advisors, LLC | 14 | $13.3K | 0.01% | +14 | New |
| Creekmur Asset Management LLC | 14 | $13.3K | 0.00% | +14 | New |
| FinTrust Capital Advisors, LLC | 14 | $13.3K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 14 | $13.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 15 | $14.3K | 0.00% | −2−11.8% | Reduced |
| Eagle Bay Advisors LLC | 15 | $14.3K | 0.01% | −1−6.3% | Reduced |
| Focused Wealth Management, Inc | 15 | $14.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 15 | $14.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $14.3K | 0.01% | +1+7.1% | Added |
| Investment Research & Advisory Group, Inc. | 16 | $15.2K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 16 | $15.2K | 0.00% | +1+6.7% | Added |
| WealthCollab, LLC | 16 | $15.2K | 0.01% | +16 | New |
| Coppell Advisory Solutions LLC | 17 | $16.2K | 0.00% | +12+240.0% | Added |
| Sandy Spring Bank | 17 | $16.2K | 0.00% | −16−48.5% | Reduced |
| Atticus Wealth Management, LLC | 17 | $16.2K | 0.01% | −13−43.3% | Reduced |
| Sachetta, LLC | 17 | $16.2K | 0.01% | +17 | New |
| Horizon Bancorp Inc | 18 | $17.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $18.1K | 0.01% | −4−17.4% | Reduced |
| BKM Wealth Management, LLC | 20 | $19.0K | 0.01% | +20 | New |