| Loomis Sayles & Co L P | 1 | $0 | 0.00% | +1 | New |
| NVWM, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 2 | $152 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $206 | 0.00% | +3 | New |
| First Financial Corp | 3 | $228 | 0.00% | −16−84.2% | Reduced |
| Financial Management Professionals, Inc. | 3 | $228 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $228 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 4 | $304 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 4 | $304 | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 4 | $304 | 0.00% | +4 | New |
| Trifecta Capital Advisors, LLC | 4 | $305 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 5 | $328 | 0.00% | +2+66.7% | Added |
| Richard W. Paul & Associates, LLC | 5 | $380 | 0.00% | −481−99.0% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5 | $380 | 0.00% | +5 | New |
| Rogco, LP | 6 | $456 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $456 | 0.00% | +4+200.0% | Added |
| Rise Advisors, LLC | 7 | $532 | 0.00% | −82−92.1% | Reduced |
| Hurley Capital, LLC | 7 | $532 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 7 | $532 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 7 | $532 | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 7 | $558 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 8 | $608 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 8 | $608 | 0.00% | +8 | New |
| Centricity Wealth Management, LLC | 9 | $684 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 9 | $684 | 0.00% | +9 | New |
| Rialto Wealth Management, LLC | 9 | $685 | 0.00% | +9 | New |
| ZynergyRetirementPlanningLLC | 11 | $727 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 10 | $760 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 10 | $760 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $761 | 0.00% | +5+100.0% | Added |
| Dougherty Wealth Advisers LLC | 11 | $836 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $836 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 11 | $836 | 0.00% | +11 | New |
| Tower Trust & Investment Co | 13 | $859 | 0.00% | +13 | New |
| Wood Tarver Financial Group, LLC | 12 | $913 | 0.00% | −28−70.0% | Reduced |
| Garde Capital, Inc. | 12 | $913 | 0.00% | +12 | New |
| WPG Advisers, LLC | 13 | $989 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 18 | $1.00K | 0.00% | −75−80.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 15 | $1.14K | 0.00% | −2,000−99.3% | Reduced |
| True Wealth Design, LLC | 15 | $1.14K | 0.00% | −3−16.7% | Reduced |
| Union Bancaire Privee, UBP SA | 17 | $1.27K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 17 | $1.29K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 17 | $1.29K | 0.00% | +17 | New |
| Atala Financial Inc | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 19 | $1.45K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 20 | $1.52K | 0.00% | −3−13.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 21 | $1.60K | 0.00% | 00.0% | Unchanged |
| eCIO, Inc. | 21 | $1.60K | 0.00% | +21 | New |
| Abound Financial, LLC | 21 | $1.60K | 0.00% | +21 | New |
| Cheviot Value Management, LLC | 25 | $1.67K | 0.00% | +25 | New |
| Ritter Daniher Financial Advisory LLC | 22 | $1.67K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 22 | $1.67K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 26 | $1.71K | 0.00% | +9+52.9% | Added |
| Bellevue Asset Management, LLC | 23 | $1.75K | 0.00% | 00.0% | Unchanged |
| Motco | 23 | $1.75K | 0.00% | +16+228.6% | Added |
| Newton One Investments LLC | 24 | $1.82K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 28 | $1.87K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 25 | $1.90K | 0.00% | −140−84.8% | Reduced |
| Minot DeBlois Advisors LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 50 | $1.90K | 0.00% | +25+100.0% | Added |
| Field & Main Bank | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 25 | $2.00K | 0.00% | −15−37.5% | Reduced |
| CKW Financial Group | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 36 | $2.00K | 0.00% | +36 | New |
| Hanson & Doremus Investment Management | 30 | $2.00K | 0.00% | +30 | New |
| Inlight Wealth Management, LLC | 27 | $2.05K | 0.00% | +27 | New |
| TD Capital Management LLC | 28 | $2.13K | 0.00% | −102−78.5% | Reduced |
| Transce3nd, LLC | 28 | $2.13K | 0.00% | −47−62.7% | Reduced |
| Putney Financial Group LLC | 28 | $2.13K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 28 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 29 | $2.21K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 29 | $2.21K | 0.00% | 00.0% | Unchanged |
| Trust Co | 30 | $2.28K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 30 | $2.28K | 0.00% | +30 | New |
| Promus Capital, LLC | 31 | $2.36K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 31 | $2.36K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 32 | $2.43K | 0.00% | −31−49.2% | Reduced |
| Wiser Advisor Group LLC | 32 | $2.43K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 34 | $2.59K | 0.00% | −5−12.8% | Reduced |
| Raelipskie Partnership | 35 | $2.66K | 0.00% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 35 | $2.66K | 0.00% | −183−83.9% | Reduced |
| Abound Wealth Management | 35 | $2.66K | 0.00% | −44−55.7% | Reduced |
| Stephens Consulting, LLC | 35 | $2.66K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 36 | $2.74K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 37 | $2.81K | 0.00% | 00.0% | Unchanged |