| New Millennium Group LLC | 0 | $3 | 0.00% | −40−100.0% | Reduced |
| Tidemark, LLC | 3 | $56 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 6 | $111 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 9 | $167 | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 10 | $186 | 0.00% | +10 | New |
| MeadowBrook Investment Advisors LLC | 13 | $241 | 0.00% | +13 | New |
| Rockbridge Investment Management, LCC | 18 | $334 | 0.00% | +18 | New |
| Criterion Capital Advisors, LLC | 19 | $353 | 0.00% | +19 | New |
| Strategic Investment Solutions, Inc. | 20 | $371 | 0.00% | +20 | New |
| Northwest Bank & Trust Co | 24 | $444 | 0.00% | +24 | New |
| Johnson Financial Group, Inc. | 26 | $483 | 0.00% | +26 | New |
| Bell Investment Advisors, Inc | 27 | $501 | 0.00% | −1−3.6% | Reduced |
| Clear Investment Research, LLC | 32 | $593 | 0.00% | +22+220.0% | Added |
| Beaird Harris Wealth Management, LLC | 50 | $927 | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 39 | $1.00K | 0.00% | +39 | New |
| Raleigh Capital Management Inc. | 55 | $1.02K | 0.00% | +55 | New |
| Trifecta Capital Advisors, LLC | 58 | $1.08K | 0.00% | +58 | New |
| Laurel Wealth Advisors LLC | 60 | $1.11K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 65 | $1.21K | 0.00% | +65 | New |
| Pflug Koory, LLC | 85 | $1.23K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 77 | $1.43K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 79 | $1.47K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 100 | $1.51K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 97 | $1.80K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Motco | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 100 | $1.85K | 0.00% | +100 | New |
| West Branch Capital LLC | 100 | $1.85K | 0.00% | +100 | New |
| Davidson Capital Management Inc. | 100 | $1.85K | 0.00% | +100 | New |
| BKM Wealth Management, LLC | 100 | $1.85K | 0.00% | +100 | New |
| Clear Point Advisors Inc. | 100 | $1.85K | 0.00% | +100 | New |
| Atlantic Edge Private Wealth Management, LLC | 100 | $1.85K | 0.00% | +100 | New |
| Transcendent Capital Group LLC | 100 | $1.85K | 0.00% | +100 | New |
| Gordian Capital Singapore Pte Ltd | 101 | $1.87K | 0.00% | −400−79.8% | Reduced |
| Arvest Investments, Inc. | 102 | $1.89K | 0.00% | +102 | New |
| DB Wealth Management Group, LLC | 105 | $1.95K | 0.00% | +105 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $2.00K | 0.00% | −100−50.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 111 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 110 | $2.04K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 110 | $2.04K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 113 | $2.10K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 114 | $2.11K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 115 | $2.13K | 0.00% | −6−5.0% | Reduced |
| Colonial Trust Advisors | 117 | $2.17K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 122 | $2.26K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 128 | $2.37K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 130 | $2.41K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 140 | $2.60K | 0.00% | +140 | New |
| Brown Brothers Harriman & Co | 148 | $2.74K | 0.00% | +148 | New |
| Private Ocean, LLC | 150 | $2.78K | 0.00% | +150 | New |
| Boyd Watterson Asset Management LLC | 155 | $2.87K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 156 | $2.90K | 0.00% | +156 | New |
| HBC Financial Services, PLLC | 200 | $3.00K | 0.00% | +100+100.0% | Added |
| Financial Connections Group, Inc. | 200 | $3.00K | 0.00% | +200 | New |
| Clearstead Advisors, LLC | 165 | $3.06K | 0.00% | +165 | New |
| McIlrath & Eck, LLC | 167 | $3.10K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 168 | $3.12K | 0.00% | +168 | New |
| Focused Wealth Management, Inc | 170 | $3.15K | 0.00% | −101−37.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 183 | $3.39K | 0.00% | +83+83.0% | Added |
| Activest Wealth Management | 185 | $3.43K | 0.00% | −495−72.8% | Reduced |
| Albion Financial Group | 200 | $3.71K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $3.71K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $3.71K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 200 | $3.71K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 200 | $3.71K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 200 | $3.71K | 0.00% | +200 | New |
| Bartlett & Co. Wealth Management LLC | 200 | $3.73K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 210 | $3.89K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 213 | $3.95K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 213 | $3.96K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 214 | $3.97K | 0.01% | +214 | New |
| Bartlett & Co. LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 200 | $4.00K | 0.00% | 00.0% | Unchanged |