| Hazlett, Burt & Watson, Inc. | 2 | $0 | 0.00% | +2 | New |
| BOK Financial Private Wealth, Inc. | 0 | $1 | 0.00% | 0 | New |
| Thompson Investment Management, Inc. | 1 | $206 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $411 | 0.00% | +2 | New |
| Bear Mountain Capital, Inc. | 2 | $437 | 0.00% | +2 | New |
| Caldwell Sutter Capital, Inc. | 3 | $616 | 0.00% | +3 | New |
| Horizon Financial Services, LLC | 3 | $616 | 0.00% | +3 | New |
| Optiver Holding B.V. | 3 | $616 | 0.00% | +3 | New |
| Salem Investment Counselors Inc | 3 | $617 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4 | $822 | 0.00% | −416−99.0% | Reduced |
| Ruedi Wealth Management, Inc. | 4 | $822 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 4 | $822 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 4 | $822 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $1.03K | 0.00% | +4+400.0% | Added |
| Brown, Lisle/Cummings, Inc. | 5 | $1.03K | 0.00% | +5 | New |
| Bare Financial Services, Inc | 5 | $1.03K | 0.00% | +5 | New |
| Sandy Spring Bank | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $1.03K | 0.00% | +5 | New |
| Perkins Coie Trust Co | 6 | $1.23K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $1.23K | 0.00% | +1+20.0% | Added |
| GoalVest Advisory LLC | 6 | $1.23K | 0.00% | +6 | New |
| Winch Advisory Services, LLC | 6 | $1.24K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $1.24K | 0.00% | +6 | New |
| BankPlus Trust Department | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 7 | $1.44K | 0.00% | +7 | New |
| Atlantic Trust, LLC | 7 | $1.44K | 0.00% | +7 | New |
| PayPay Securities Corp | 7 | $1.59K | 0.09% | −4−36.4% | Reduced |
| Addison Advisors LLC | 9 | $1.85K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9 | $1.85K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 9 | $1.85K | 0.00% | +1+12.5% | Added |
| Richardson Financial Services Inc. | 9 | $1.85K | 0.00% | +1+12.5% | Added |
| Rialto Wealth Management, LLC | 9 | $1.85K | 0.00% | +9 | New |
| Coston, McIsaac & Partners | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $2.05K | 0.00% | +10 | New |
| Garde Capital, Inc. | 10 | $2.06K | 0.00% | +10 | New |
| Pacifica Partners Inc. | 12 | $2.26K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $2.67K | 0.00% | −9−40.9% | Reduced |
| North Capital, Inc. | 13 | $2.67K | 0.00% | +13 | New |
| WealthTrak Capital Management LLC | 14 | $2.88K | 0.00% | +4+40.0% | Added |
| Principia Wealth Advisory, LLC | 14 | $2.93K | 0.00% | +8+133.3% | Added |
| Halbert Hargrove Global Advisors, LLC | 15 | $3.08K | 0.00% | +15 | New |
| Truvestments Capital LLC | 20 | $4.11K | 0.00% | −137−87.3% | Reduced |
| TFC Financial Management | 20 | $4.11K | 0.00% | −12−37.5% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 20 | $4.11K | 0.00% | +20 | New |
| CarsonAllaria Wealth Management, Ltd. | 20 | $4.12K | 0.00% | +20 | New |
| Evermay Wealth Management LLC | 20 | $4.12K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 22 | $4.52K | 0.00% | +20+1,000.0% | Added |
| Glass Jacobson Investment Advisors llc | 20 | $4.61K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 23 | $4.73K | 0.00% | +6+35.3% | Added |
| CBIZ Investment Advisory Services, LLC | 23 | $4.73K | 0.00% | +17+283.3% | Added |
| Clearstead Advisors, LLC | 23 | $4.74K | 0.00% | +5+27.8% | Added |
| Stone House Investment Management, LLC | 23 | $4.75K | 0.00% | +23 | New |
| True Wealth Design, LLC | 23 | $4.79K | 0.00% | +5+27.8% | Added |
| Vision Financial Markets LLC | 24 | $4.95K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 25 | $5.14K | 0.00% | +8+47.1% | Added |
| First Pacific Financial | 27 | $5.55K | 0.00% | +27 | New |
| Highline Wealth Partners LLC | 28 | $5.75K | 0.00% | +4+16.7% | Added |
| Nova Wealth Management, Inc. | 30 | $6.16K | 0.01% | +30 | New |
| Parvin Asset Management, LLC | 30 | $6.16K | 0.01% | +30 | New |
| Laurel Wealth Advisors LLC | 30 | $6.16K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 31 | $6.37K | 0.00% | −7−18.4% | Reduced |
| Carolinas Wealth Consulting LLC | 33 | $6.78K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $6.78K | 0.00% | +3+10.0% | Added |
| Ogorek Anthony Joseph | 35 | $7.00K | 0.00% | +35 | New |
| Evergreen Private Wealth LLC | 35 | $7.19K | 0.00% | −40−53.3% | Reduced |
| Westend Capital Management, LLC | 35 | $7.19K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 35 | $7.19K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 38 | $7.81K | 0.02% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 38 | $7.81K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $8.22K | 0.00% | −12−23.1% | Reduced |
| Dunhill Financial, LLC | 41 | $8.45K | 0.00% | +7+20.6% | Added |
| Cetera Trust Company, N.A | 43 | $8.83K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 50 | $10.3K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 50 | $10.3K | 0.00% | −2−3.8% | Reduced |
| Trust Co of Vermont | 61 | $12.5K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 65 | $13.4K | 0.01% | −24−27.0% | Reduced |
| REAP Financial Group, LLC | 67 | $13.8K | 0.00% | −24−26.4% | Reduced |
| Raffa Wealth Management, LLC | 70 | $14.4K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 75 | $15.4K | 0.00% | −25−25.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 80 | $16.5K | 0.01% | +1+1.3% | Added |
| NewSquare Capital LLC | 81 | $16.6K | 0.00% | +62+326.3% | Added |
| Bell Investment Advisors, Inc | 85 | $17.5K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 119 | $17.7K | 0.01% | +38+46.9% | Added |
| Ancora Advisors, LLC | 86 | $17.8K | 0.00% | +85+8,500.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 89 | $18.3K | 0.00% | +37+71.2% | Added |
| WPG Advisers, LLC | 98 | $20.1K | 0.02% | +11+12.6% | Added |
| Transce3nd, LLC | 99 | $20.3K | 0.01% | +84+560.0% | Added |
| POM Investment Strategies, LLC | 100 | $20.5K | 0.02% | −123−55.2% | Reduced |
| Investment Management Corp | 100 | $20.5K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 100 | $20.5K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $20.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $20.5K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $20.5K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $20.5K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $20.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $20.5K | 0.00% | 00.0% | Unchanged |