| WestEnd Advisors, LLC | 1 | $231 | 0.00% | −1−50.0% | Reduced |
| Thompson Investment Management, Inc. | 1 | $231 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $231 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 1 | $231 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 2 | $461 | 0.00% | +2 | New |
| Country Trust Bank | 3 | $692 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3 | $693 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 4 | $923 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 4 | $923 | 0.00% | +4 | New |
| MPWM Advisory Solutions, LLC | 4 | $923 | 0.00% | +4 | New |
| CNB Bank | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $1.15K | 0.00% | +5 | New |
| Murphy & Mullick Capital Management Corp | 5 | $1.15K | 0.00% | +5 | New |
| Sandy Spring Bank | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 6 | $1.38K | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $1.38K | 0.00% | +6 | New |
| CBIZ Investment Advisory Services, LLC | 6 | $1.39K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 7 | $1.61K | 0.00% | +7 | New |
| Richardson Financial Services Inc. | 8 | $1.85K | 0.00% | −16−66.7% | Reduced |
| NVWM, LLC | 8 | $1.85K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 8 | $1.85K | 0.00% | +8 | New |
| Coston, McIsaac & Partners | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9 | $2.08K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 9 | $2.08K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 14 | $2.23K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 10 | $2.31K | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 10 | $2.31K | 0.00% | +10 | New |
| Catherine Avery Investment Management LLC | 10 | $2.31K | 0.00% | +10 | New |
| PayPay Securities Corp | 11 | $2.54K | 0.11% | +11 | New |
| Pacifica Partners Inc. | 12 | $2.75K | 0.00% | 00.0% | Unchanged |
| Menard Financial Group LLC | 13 | $3.00K | 0.00% | −3,837−99.7% | Reduced |
| Transce3nd, LLC | 15 | $3.46K | 0.00% | +15 | New |
| MCF Advisors LLC | 15 | $3.46K | 0.00% | −2−11.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 16 | $3.69K | 0.00% | −462−96.7% | Reduced |
| Operose Advisors LLC | 16 | $3.69K | 0.00% | +16 | New |
| American Capital Advisory, LLC | 17 | $3.92K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 17 | $3.92K | 0.00% | +17 | New |
| Clearstead Advisors, LLC | 18 | $4.16K | 0.00% | −103−85.1% | Reduced |
| True Wealth Design, LLC | 18 | $4.23K | 0.00% | +5+38.5% | Added |
| NewSquare Capital LLC | 19 | $4.38K | 0.00% | +19 | New |
| Kohmann Bosshard Financial Services, LLC | 20 | $4.61K | 0.00% | +20 | New |
| Glass Jacobson Investment Advisors llc | 20 | $4.61K | 0.00% | +20 | New |
| Evermay Wealth Management LLC | 20 | $4.63K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 22 | $5.08K | 0.00% | −1,907−98.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $5.11K | 0.00% | +9+69.2% | Added |
| Highline Wealth Partners LLC | 24 | $5.54K | 0.00% | +6+33.3% | Added |
| Vision Financial Markets LLC | 24 | $5.55K | 0.01% | +24 | New |
| SJS Investment Consulting Inc. | 30 | $6.92K | 0.00% | −7−18.9% | Reduced |
| Laurel Wealth Advisors LLC | 30 | $6.92K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $7.38K | 0.00% | +13+68.4% | Added |
| Carolinas Wealth Consulting LLC | 33 | $7.63K | 0.00% | −42−56.0% | Reduced |
| Dunhill Financial, LLC | 34 | $7.92K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 35 | $8.07K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 35 | $8.07K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 36 | $8.30K | 0.00% | −103−74.1% | Reduced |
| Heritage Wealth Advisors | 38 | $8.77K | 0.00% | +7+22.6% | Added |
| Stonebridge Financial Group, LLC | 38 | $8.77K | 0.00% | +38 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 38 | $8.77K | 0.02% | −252−86.9% | Reduced |
| Modus Advisors, LLC | 39 | $9.00K | 0.00% | +39 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 40 | $9.31K | 0.00% | +40 | New |
| Kestra Investment Management, LLC | 41 | $9.48K | 0.00% | +41 | New |
| Cetera Trust Company, N.A | 43 | $9.92K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 50 | $11.5K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 51 | $11.8K | 0.01% | +41+410.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 52 | $12.0K | 0.00% | +52 | New |
| Sachetta, LLC | 52 | $12.0K | 0.00% | +2+4.0% | Added |
| Abound Wealth Management | 52 | $12.0K | 0.00% | +7+15.6% | Added |
| Trust Co of Vermont | 61 | $14.1K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 66 | $15.2K | 0.00% | −50−43.1% | Reduced |
| Raffa Wealth Management, LLC | 70 | $16.1K | 0.00% | +21+42.9% | Added |
| Evergreen Private Wealth LLC | 75 | $17.3K | 0.01% | −75−50.0% | Reduced |
| Pin Oak Investment Advisors Inc | 100 | $18.0K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 79 | $18.3K | 0.01% | +6+8.2% | Added |
| Byrne Asset Management LLC | 80 | $18.5K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 81 | $18.7K | 0.01% | +81 | New |
| FWL Investment Management, LLC | 81 | $18.7K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 84 | $19.4K | 0.01% | +3+3.7% | Added |
| Bell Investment Advisors, Inc | 85 | $19.6K | 0.00% | +8+10.4% | Added |
| Bank of Jackson Hole Trust | 85 | $19.6K | 0.01% | +85 | New |
| WPG Advisers, LLC | 87 | $20.1K | 0.02% | +87 | New |
| Valued Wealth Advisors LLC | 89 | $20.6K | 0.01% | +30+50.8% | Added |
| REAP Financial Group, LLC | 91 | $21.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 100 | $23.0K | 0.00% | +100 | New |
| GPS Wealth Strategies Group, LLC | 100 | $23.1K | 0.00% | −80−44.4% | Reduced |
| Financial Network Wealth Advisors LLC | 100 | $23.1K | 0.04% | −3−2.9% | Reduced |
| First Community Trust NA | 100 | $23.1K | 0.02% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $23.1K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $23.1K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $23.1K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $23.1K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $23.1K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $23.1K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 100 | $23.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $23.1K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 100 | $23.1K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $23.1K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 100 | $23.1K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp | 100 | $23.1K | 0.02% | +100 | New |
| Tompkins Financial Corp | 100 | $23.1K | 0.00% | +100 | New |