| PrairieView Partners, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 0 | $8 | 0.00% | 0 | Unchanged |
| Frazier Financial Advisors, LLC | 0 | $17 | 0.00% | −2−100.0% | Reduced |
| Truvestments Capital LLC | 0 | $32 | 0.00% | 0 | New |
| Bell Investment Advisors, Inc | 2 | $172 | 0.00% | −18−90.0% | Reduced |
| High Note Wealth, LLC | 3 | $257 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3 | $257 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3 | $267 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $343 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $343 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 4 | $344 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $344 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $429 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $429 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $429 | 0.00% | +1+25.0% | Added |
| Bare Financial Services, Inc | 5 | $429 | 0.00% | +5 | New |
| Catherine Avery Investment Management LLC | 7 | $600 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 8 | $686 | 0.00% | +4+100.0% | Added |
| North Star Investment Management Corp. | 9 | $772 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 9 | $772 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10 | $858 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $858 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $858 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 14 | $1.00K | 0.00% | −10,008−99.9% | Reduced |
| Adirondack Trust Co | 12 | $1.03K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 13 | $1.11K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 18 | $1.54K | 0.00% | +18 | New |
| Whipplewood Advisors, LLC | 18 | $1.54K | 0.00% | −75−80.6% | Reduced |
| Curio Wealth, LLC | 19 | $1.63K | 0.00% | +18+1,800.0% | Added |
| Hollencrest Capital Management | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 22 | $1.89K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Iron Horse Wealth Management, LLC | 29 | $2.49K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $2.57K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 30 | $2.57K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 30 | $2.57K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 36 | $3.09K | 0.00% | +5+16.1% | Added |
| Park Square Financial Group, LLC | 40 | $3.43K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 40 | $3.43K | 0.00% | +40 | New |
| Strategic Wealth Designers | 40 | $3.43K | 0.00% | +40 | New |
| Salem Investment Counselors Inc | 40 | $3.43K | 0.00% | −112−73.7% | Reduced |
| ZRC Wealth Management, LLC | 40 | $3.43K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 40 | $3.43K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 42 | $3.60K | 0.00% | +42 | New |
| Bellwether Advisors, LLC | 45 | $3.86K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 45 | $3.86K | 0.00% | +45 | New |
| Private Trust Co NA | 47 | $4.03K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 47 | $4.03K | 0.00% | +32+213.3% | Added |
| Highline Wealth Partners LLC | 48 | $4.12K | 0.00% | −57−54.3% | Reduced |
| Crowley Wealth Management, Inc. | 50 | $4.29K | 0.00% | −80−61.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 50 | $4.29K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $4.29K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $4.29K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 50 | $4.29K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $4.29K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 50 | $4.29K | 0.00% | +50 | New |
| Traub Capital Management LLC | 50 | $4.29K | 0.00% | +50 | New |
| Orion Capital Management LLC | 52 | $4.46K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 54 | $4.63K | 0.00% | +54 | New |
| Activest Wealth Management | 58 | $4.97K | 0.00% | +58 | New |
| Strategic Investment Solutions, Inc. | 59 | $5.06K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 63 | $5.40K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 64 | $5.49K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 68 | $5.83K | 0.00% | +64+1,600.0% | Added |
| TSFG, LLC | 73 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 80 | $6.86K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 81 | $6.95K | 0.00% | +81 | New |
| Allworth Financial LP | 87 | $7.46K | 0.00% | −1−1.1% | Reduced |
| Silicon Valley Capital Partners | 100 | $8.58K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $8.58K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $8.58K | 0.00% | +100 | New |
| Huntington National Bank | 101 | $8.66K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 101 | $8.66K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 104 | $8.92K | 0.00% | −10−8.8% | Reduced |
| Harbor Investment Advisory, LLC | 105 | $9.01K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 114 | $9.78K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 115 | $9.86K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 118 | $10.1K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 120 | $10.3K | 0.00% | −100−45.5% | Reduced |
| SWAN Capital LLC | 122 | $10.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 126 | $10.8K | 0.00% | −55−30.4% | Reduced |
| Harbour Investments, Inc. | 130 | $11.1K | 0.00% | −120−48.0% | Reduced |
| Larson Financial Group LLC | 135 | $11.6K | 0.00% | −28−17.2% | Reduced |
| Prestige Wealth Management Group LLC | 148 | $12.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 164 | $14.1K | 0.00% | −1−0.6% | Reduced |
| Global X Japan Co., Ltd. | 167 | $14.3K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 170 | $14.6K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 171 | $15.0K | 0.00% | +171 | New |
| Creative Financial Designs Inc | 200 | $17.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 200 | $17.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $17.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 200 | $17.2K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $17.2K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 203 | $17.4K | 0.00% | +40+24.5% | Added |
| Umb Bank N A | 206 | $17.7K | 0.00% | −196−48.8% | Reduced |
| Whittier Trust Co | 229 | $19.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 237 | $20.3K | 0.00% | −59−19.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 240 | $20.6K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 242 | $20.8K | 0.00% | 00.0% | Unchanged |