| Harvest Fund Management Co., Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1 | $79 | 0.00% | −12−92.3% | Reduced |
| United Community Bank | 1 | $79 | 0.00% | −2−66.7% | Reduced |
| NVWM, LLC | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $79 | 0.00% | +1 | New |
| Smallwood Wealth Investment Management, LLC | 2 | $158 | 0.00% | −3−60.0% | Reduced |
| Morse Asset Management, Inc | 2 | $158 | 0.00% | −2−50.0% | Reduced |
| First Financial Corp | 2 | $158 | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 2 | $158 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $238 | 0.00% | −2−40.0% | Reduced |
| Financial Management Professionals, Inc. | 3 | $238 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $238 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $238 | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 3 | $238 | 0.00% | +3 | New |
| United Financial Planning Group LLC | 3 | $238 | 0.00% | +3 | New |
| Winnow Wealth LLC | 3 | $240 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $317 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 4 | $317 | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 5 | $396 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $396 | 0.00% | +5 | New |
| Signature Equity Partners, LLC | 5 | $396 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 6 | $460 | 0.00% | −9−60.0% | Reduced |
| Caitlin John, LLC | 6 | $475 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 6 | $475 | 0.00% | +5+500.0% | Added |
| Estate Planners Group, LLC | 6 | $475 | 0.00% | +6 | New |
| Westside Investment Management, Inc. | 7 | $555 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 7 | $555 | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 7 | $555 | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 7 | $555 | 0.00% | +7 | New |
| Breakwater Investment Management | 7 | $555 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $555 | 0.00% | +7 | New |
| Nvest Wealth Strategies, Inc. | 7 | $555 | 0.00% | +7 | New |
| Johnson Financial Group, Inc. | 8 | $634 | 0.00% | −2,400−99.7% | Reduced |
| Sofos Investments, Inc. | 8 | $634 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 8 | $634 | 0.00% | +8 | New |
| West Branch Capital LLC | 8 | $634 | 0.00% | +8 | New |
| Clayton Financial Group LLC | 8 | $634 | 0.00% | +8 | New |
| Centennial Bank | 9 | $713 | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 9 | $713 | 0.00% | +9 | New |
| Raelipskie Partnership | 10 | $792 | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 10 | $792 | 0.00% | +10 | New |
| Dougherty Wealth Advisers LLC | 11 | $872 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $872 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 12 | $951 | 0.00% | −81−87.1% | Reduced |
| VSM Wealth Advisory, LLC | 12 | $951 | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 12 | $951 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 12 | $951 | 0.00% | +10+500.0% | Added |
| Y.D. More Investments Ltd | 12 | $951 | 0.00% | +12 | New |
| Avion Wealth | 20 | $1.00K | 0.00% | −10−33.3% | Reduced |
| Centerpoint Advisors, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 13 | $1.03K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $1.05K | 0.00% | +4+44.4% | Added |
| Aspect Partners, LLC | 15 | $1.19K | 0.00% | +8+114.3% | Added |
| Tradewinds Capital Management, LLC | 16 | $1.27K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 16 | $1.27K | 0.00% | +16 | New |
| Wall Street Access Asset Management, LLC | 17 | $1.35K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 17 | $1.35K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 17 | $1.35K | 0.00% | +17 | New |
| Atlantic Edge Private Wealth Management, LLC | 17 | $1.35K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 18 | $1.43K | 0.00% | +18 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 20 | $1.58K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 20 | $1.58K | 0.00% | +20 | New |
| Investors Portfolio Services LLC | 21 | $1.64K | 0.00% | +21 | New |
| Nalls Sherbakoff Group, LLC | 21 | $1.66K | 0.00% | +13+162.5% | Added |
| eCIO, Inc. | 21 | $1.66K | 0.00% | +21 | New |
| Wolff Wiese Magana LLC | 21 | $1.67K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 22 | $1.74K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 22 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 23 | $1.82K | 0.00% | 00.0% | Unchanged |
| Motco | 23 | $1.82K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 23 | $1.82K | 0.00% | +23 | New |
| Newton One Investments LLC | 24 | $1.90K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 25 | $1.98K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 25 | $1.98K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 25 | $1.98K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 25 | $1.98K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 25 | $1.98K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 25 | $1.98K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 25 | $1.98K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 25 | $1.98K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 25 | $1.98K | 0.00% | +25 | New |
| Beutel, Goodman & Co Ltd. | 36 | $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 |
| Glen Eagle Advisors, LLC | 26 | $2.06K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 27 | $2.14K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 27 | $2.14K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 28 | $2.24K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 29 | $2.30K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 29 | $2.30K | 0.00% | +29 | New |
| Sunrise Financial Services, LLC | 29 | $2.30K | 0.00% | +29 | New |
| Alerus Financial NA | 30 | $2.38K | 0.00% | −12−28.6% | Reduced |
| Howard Hughes Medical Institute | 31 | $2.46K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 31 | $2.46K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 31 | $2.46K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 31 | $2.46K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $2.54K | 0.00% | +32 | New |
| Bank of Jackson Hole Trust | 32 | $2.54K | 0.00% | +32 | New |