| Trust Co | 1 | $738 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $738 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $738 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 1 | $738 | 0.00% | +1 | New |
| Tidemark, LLC | 1 | $738 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $738 | 0.00% | +1 | New |
| Portus Wealth Advisors, LLC | 1 | $738 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $739 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $739 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $739 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $1.48K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2 | $1.48K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $1.48K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 2 | $1.48K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2 | $1.48K | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 3 | $2.21K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $2.21K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3 | $2.21K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3 | $2.21K | 0.00% | +3 | New |
| Vermillion Wealth Management, Inc. | 3 | $2.21K | 0.00% | +3 | New |
| Lloyd Advisory Services, LLC. | 3 | $2.21K | 0.00% | +3 | New |
| WFA of San Diego, LLC | 3 | $2.21K | 0.00% | +3 | New |
| Kingdom Financial Group LLC. | 3 | $2.21K | 0.00% | +3 | New |
| Burk Holdings LLC | 3 | $2.21K | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $2.95K | 0.00% | −4−50.0% | Reduced |
| Atlas Capital Advisors LLC | 4 | $2.95K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $2.95K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 4 | $2.95K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $3.69K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 5 | $3.69K | 0.00% | +5 | New |
| Torren Management, LLC | 5 | $3.71K | 0.00% | −246−98.0% | Reduced |
| Evolution Wealth Management Inc. | 6 | $4.43K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $4.43K | 0.00% | +1+20.0% | Added |
| Valley National Advisers Inc | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 7 | $5.17K | 0.00% | −59−89.4% | Reduced |
| Hughes Financial Services, LLC | 7 | $5.17K | 0.00% | +2+40.0% | Added |
| Asset Dedication, LLC | 7 | $5.17K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 7 | $5.18K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 8 | $5.91K | 0.00% | −1−11.1% | Reduced |
| Grove Bank & Trust | 8 | $5.91K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 8 | $5.91K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 8 | $5.91K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 8 | $5.91K | 0.01% | +3+60.0% | Added |
| Nvest Wealth Strategies, Inc. | 8 | $5.91K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 7 | $6.37K | 0.00% | +1+16.7% | Added |
| Park Square Financial Group, LLC | 9 | $6.64K | 0.05% | −29−76.3% | Reduced |
| Cromwell Holdings LLC | 9 | $6.64K | 0.00% | +1+12.5% | Added |
| SHP Wealth Management | 10 | $7.38K | 0.00% | +8+400.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 10 | $7.38K | 0.00% | +10 | New |
| Coston, McIsaac & Partners | 12 | $8.00K | 0.00% | +12 | New |
| FWL Investment Management, LLC | 11 | $8.12K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $8.12K | 0.00% | +3+37.5% | Added |
| Rossby Financial, LCC | 11 | $8.36K | 0.00% | +3+37.5% | Added |
| Avion Wealth | 13 | $9.00K | 0.00% | +4+44.4% | Added |
| Bare Financial Services, Inc | 13 | $9.60K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $9.60K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $9.60K | 0.00% | +3+30.0% | Added |
| Capital Advisors, Ltd. LLC | 14 | $10.0K | 0.00% | +5+55.6% | Added |
| Strive Financial Group ,LLC | 13 | $10.0K | 0.01% | +13 | New |
| High Note Wealth, LLC | 14 | $10.3K | 0.00% | +1+7.7% | Added |
| Sachetta, LLC | 15 | $11.1K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $11.1K | 0.00% | +1+7.1% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 15 | $11.1K | 0.01% | +15 | New |
| Ritter Daniher Financial Advisory LLC | 15 | $11.1K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $11.1K | 0.00% | +3+25.0% | Added |
| Salomon & Ludwin, LLC | 15 | $11.3K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 16 | $11.8K | 0.01% | −2−11.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 16 | $11.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 16 | $11.8K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 17 | $12.6K | 0.01% | −9−34.6% | Reduced |
| MidFirst Bank | 17 | $12.6K | 0.00% | −324−95.0% | Reduced |
| Cedar Mountain Advisors, LLC | 18 | $13.3K | 0.00% | +13+260.0% | Added |
| Atwood & Palmer Inc | 19 | $14.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 19 | $14.0K | 0.01% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 19 | $14.0K | 0.01% | +19 | New |
| Atlantic Union Bankshares Corp | 19 | $14.0K | 0.00% | +6+46.2% | Added |
| Creative Financial Designs Inc | 20 | $14.8K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 20 | $14.8K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 20 | $14.8K | 0.00% | +20 | New |
| Tacita Capital Inc | 20 | $14.8K | 0.01% | +20 | New |
| Main Street Group, LTD | 20 | $14.8K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 20 | $14.8K | 0.00% | +4+25.0% | Added |
| Investment Research & Advisory Group, Inc. | 13 | $15.5K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 22 | $16.2K | 0.00% | +22 | New |
| Dunhill Financial, LLC | 22 | $16.5K | 0.00% | +16+266.7% | Added |
| 1015 Capital Partners, LLC | 24 | $17.7K | 0.02% | −3−11.1% | Reduced |
| Loomis Sayles & Co L P | 24 | $17.7K | 0.00% | +24 | New |
| Golden State Wealth Management, LLC | 24 | $17.7K | 0.00% | +24 | New |
| Chilton Capital Management LLC | 24 | $17.7K | 0.00% | +13+118.2% | Added |
| Strategic Investment Solutions, Inc. | 25 | $18.5K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 25 | $18.5K | 0.01% | +3+13.6% | Added |
| EFG International AG | 25 | $18.5K | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 27 | $19.9K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 28 | $20.7K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 30 | $22.1K | 0.00% | −1−3.2% | Reduced |
| RWM Asset Management, LLC | 30 | $22.1K | 0.00% | +30 | New |
| DT Investment Partners, LLC | 30 | $22.1K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 30 | $22.1K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 31 | $22.9K | 0.01% | −296−90.5% | Reduced |
| WPG Advisers, LLC | 31 | $22.9K | 0.02% | −5−13.9% | Reduced |