| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 96,074 | $85 | 0.00% | +96,074 | New |
| Sofos Investments, Inc. | 1 | $612 | 0.00% | +1 | New |
| Perkins Coie Trust Co | 1 | $1.13K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $1.13K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $1.13K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $1.13K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1 | $1.13K | 0.00% | +1 | New |
| Breakwater Investment Management | 1 | $1.13K | 0.00% | +1 | New |
| ClariVest Asset Management LLC | 1 | $1.14K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2 | $2.26K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 2 | $2.26K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2 | $2.26K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2 | $2.26K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $2.26K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $2.26K | 0.00% | +1+100.0% | Added |
| State of Wyoming | 2 | $2.26K | 0.00% | +1+100.0% | Added |
| TD Capital Management LLC | 2 | $2.26K | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $2.26K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 3 | $3.00K | 0.00% | +3 | New |
| Global Trust Asset Management, LLC | 3 | $3.39K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3 | $3.39K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 3 | $3.39K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3 | $3.39K | 0.00% | +3 | New |
| Capital Analysts, LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 4 | $4.52K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $4.52K | 0.00% | +1+33.3% | Added |
| South State Corp. | 4 | $4.52K | 0.00% | +4 | New |
| Webster Bank, N. A. | 4 | $4.52K | 0.00% | +4 | New |
| Valley National Advisers Inc | 5 | $5.00K | 0.00% | −1−16.7% | Reduced |
| Dunhill Financial, LLC | 4 | $5.07K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $5.64K | 0.00% | −1−16.7% | Reduced |
| Fairman Group, LLC | 5 | $5.64K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 5 | $5.64K | 0.00% | −134−96.4% | Reduced |
| Tower View Investment Management & Research LLC | 5 | $5.64K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $5.64K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 5 | $5.66K | 0.00% | +5 | New |
| Motco | 6 | $6.77K | 0.00% | −1−14.3% | Reduced |
| Laffer Tengler Investments | 6 | $6.77K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 6 | $6.77K | 0.00% | +6 | New |
| Hilltop National Bank | 6 | $6.77K | 0.00% | +6 | New |
| Trifecta Capital Advisors, LLC | 6 | $6.77K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $6.77K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 6 | $6.77K | 0.00% | +1+20.0% | Added |
| SJS Investment Consulting Inc. | 6 | $6.77K | 0.00% | +3+100.0% | Added |
| ZRC Wealth Management, LLC | 6 | $6.79K | 0.00% | +6 | Added |
| Ramirez Asset Management, Inc. | 7 | $7.90K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 8 | $9.03K | 0.01% | −1−11.1% | Reduced |
| Sittner & Nelson, LLC | 8 | $9.03K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 8 | $9.03K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 8 | $9.03K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $9.03K | 0.00% | +1+14.3% | Added |
| Atlas Capital Advisors LLC | 9 | $10.2K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 9 | $10.2K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 9 | $10.2K | 0.00% | −8−47.1% | Reduced |
| Colonial Trust Advisors | 9 | $10.2K | 0.00% | −3−25.0% | Reduced |
| Fortitude Family Office, LLC | 9 | $10.2K | 0.01% | +3+50.0% | Added |
| Horizon Financial Services, LLC | 9 | $10.2K | 0.01% | +9 | New |
| Horizons Wealth Management | 11 | $10.5K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 10 | $11.3K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 10 | $11.3K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 10 | $11.3K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 10 | $11.3K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 10 | $11.3K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 10 | $11.3K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 10 | $11.3K | 0.01% | +10 | New |
| Tyler-Stone Wealth Management | 10 | $11.3K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 10 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 11 | $12.4K | 0.00% | −11−50.0% | Reduced |
| Bruce G. Allen Investments, LLC | 11 | $12.4K | 0.01% | −1−8.3% | Reduced |
| Global Wealth Strategies & Associates | 11 | $12.4K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 11 | $12.4K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 11 | $12.4K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 12 | $13.5K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 12 | $13.5K | 0.01% | +12 | New |
| Hollencrest Capital Management | 13 | $14.7K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 13 | $14.7K | 0.02% | +13 | New |
| PFS Partners, LLC | 13 | $14.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $15.4K | 0.01% | −1−6.7% | Reduced |
| Chesapeake Asset Management LLC | 14 | $15.8K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 14 | $15.8K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 14 | $15.8K | 0.01% | −35−71.4% | Reduced |
| FinTrust Capital Advisors, LLC | 14 | $15.8K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 14 | $15.8K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 14 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 17 | $16.2K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 15 | $16.9K | 0.01% | −10−40.0% | Reduced |
| Key Financial Inc | 15 | $16.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 16 | $18.1K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 16 | $18.1K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 16 | $18.1K | 0.01% | +1+6.7% | Added |
| WealthCollab, LLC | 16 | $18.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $19.2K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 18 | $20.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 18 | $20.3K | 0.00% | +3+20.0% | Added |
| Stephenson National Bank & Trust | 18 | $20.3K | 0.01% | +8+80.0% | Added |
| Armstrong Advisory Group, Inc | 22 | $20.9K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 19 | $21.4K | 0.01% | +5+35.7% | Added |
| Osterweis Capital Management Inc | 20 | $22.6K | 0.00% | 00.0% | Unchanged |