| Capital Advisors, Ltd. LLC | 22 | $0 | 0.00% | +2+10.0% | Added |
| PrairieView Partners, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 57 | $0 | 0.00% | +57 | New |
| Activest Wealth Management | 1 | $17 | 0.00% | +1 | New |
| Creative Financial Designs Inc | 3 | $51 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3 | $51 | 0.00% | +3 | New |
| Caitlin John, LLC | 4 | $68 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $68 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 5 | $85 | 0.00% | +5 | New |
| Medallion Wealth Advisors, LLC | 6 | $102 | 0.00% | +6 | New |
| ORG Partners LLC | 6 | $110 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 9 | $152 | 0.00% | +9 | New |
| UMA Financial Services, Inc. | 10 | $169 | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 12 | $195 | 0.00% | +1+9.1% | Added |
| Northwest Bank & Trust Co | 10 | $217 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 16 | $271 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 16 | $271 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $338 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 20 | $338 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 20 | $338 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 20 | $338 | 0.00% | +20 | New |
| Coppell Advisory Solutions LLC | 22 | $370 | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 25 | $414 | 0.00% | +1+4.2% | Added |
| Hilltop National Bank | 26 | $439 | 0.00% | −80−75.5% | Reduced |
| CVA Family Office, LLC | 26 | $439 | 0.00% | +26 | New |
| Cape Investment Advisory, Inc. | 26 | $439 | 0.00% | +26 | New |
| Boyd Watterson Asset Management LLC | 29 | $490 | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 29 | $490 | 0.00% | +29 | New |
| Tortoise Investment Management, LLC | 30 | $507 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 32 | $541 | 0.00% | −159−83.2% | Reduced |
| Promus Capital, LLC | 32 | $541 | 0.00% | +32 | New |
| Bangor Savings Bank | 35 | $592 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 40 | $676 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 38 | $678 | 0.00% | −56−59.6% | Reduced |
| Global Retirement Partners, LLC | 41 | $699 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 43 | $727 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 52 | $879 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 54 | $913 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 105 | $1.00K | 0.00% | −10−8.7% | Reduced |
| Horizon Bancorp Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 60 | $1.01K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 60 | $1.01K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 60 | $1.01K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 60 | $1.01K | 0.00% | +60 | New |
| Armstrong Advisory Group, Inc | 63 | $1.06K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 65 | $1.10K | 0.00% | +65 | New |
| Barrett & Company, Inc. | 70 | $1.18K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 79 | $1.33K | 0.00% | +79 | New |
| Kentucky Trust Co | 82 | $1.39K | 0.00% | +82 | New |
| Continuum Advisory, LLC | 85 | $1.44K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 86 | $1.45K | 0.00% | +75+681.8% | Added |
| New England Capital Financial Advisors LLC | 87 | $1.47K | 0.00% | +1+1.2% | Added |
| Whipplewood Advisors, LLC | 87 | $1.47K | 0.00% | +87 | New |
| GPS Wealth Strategies Group, LLC | 88 | $1.49K | 0.00% | −499−85.0% | Reduced |
| HHM Wealth Advisors, LLC | 90 | $1.52K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 92 | $1.55K | 0.00% | +92 | New |
| Centricity Wealth Management, LLC | 92 | $1.55K | 0.00% | +92 | New |
| Private Wealth Management Group, LLC | 94 | $1.59K | 0.00% | −79−45.7% | Reduced |
| Bank & Trust Co | 97 | $1.64K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 98 | $1.66K | 0.00% | +98 | New |
| Danske Bank A/S | 100 | $1.69K | 0.00% | −1,300−92.9% | Reduced |
| Kimelman & Baird, LLC | 100 | $1.69K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 100 | $1.69K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 101 | $1.71K | 0.00% | +100+10,000.0% | Added |
| Main Street Group, LTD | 106 | $1.79K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 112 | $1.89K | 0.00% | −41−26.8% | Reduced |
| Hager Investment Management Services, LLC | 113 | $1.91K | 0.00% | +113 | New |
| Prestige Wealth Management Group LLC | 119 | $2.01K | 0.00% | +71+147.9% | Added |
| Cornerstone Planning Group LLC | 108 | $2.06K | 0.00% | +25+30.1% | Added |
| Millstone Evans Group, LLC | 125 | $2.11K | 0.00% | +125 | New |
| Iron Horse Wealth Management, LLC | 126 | $2.13K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 131 | $2.21K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 132 | $2.23K | 0.00% | −40−23.3% | Reduced |
| Meeder Asset Management Inc | 138 | $2.33K | 0.00% | +1+0.7% | Added |
| Massmutual Trust Co FSB | 141 | $2.38K | 0.00% | +17+13.7% | Added |
| MV Capital Management, Inc. | 147 | $2.48K | 0.00% | +37+33.6% | Added |
| Cassady Schiller Wealth Management, LLC | 152 | $2.57K | 0.00% | +72+90.0% | Added |
| FSA Wealth Management LLC | 153 | $2.59K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 156 | $2.64K | 0.00% | +156 | New |
| Farmers & Merchants Investments Inc | 164 | $2.77K | 0.00% | +99+152.3% | Added |
| Sandy Spring Bank | 167 | $2.82K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 167 | $2.82K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 167 | $2.83K | 0.00% | −101−37.7% | Reduced |
| TD Private Client Wealth LLC | 170 | $2.87K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 153 | $2.91K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 185 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 178 | $3.01K | 0.00% | +178 | New |
| Proequities, Inc. | 154 | $3.05K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 191 | $3.23K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 192 | $3.25K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 200 | $3.38K | 0.00% | −213−51.6% | Reduced |
| Pinney & Scofield, Inc. | 200 | $3.38K | 0.00% | +200 | New |
| Peoples Bank | 205 | $3.46K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 215 | $3.63K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 218 | $3.68K | 0.02% | +218 | New |