| Pension & Wealth Management Advisors, Inc. | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1 | $56 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $94 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $112 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $112 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $113 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 3 | $169 | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3 | $169 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $169 | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 4 | $225 | 0.00% | −11−73.3% | Reduced |
| WealthTrak Capital Management LLC | 5 | $281 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 6 | $334 | 0.00% | −20−76.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 6 | $337 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 8 | $450 | 0.00% | −2−20.0% | Reduced |
| Riverview Trust Co | 8 | $450 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $562 | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 11 | $576 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $674 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $787 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 15 | $842 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 16 | $900 | 0.00% | −10−38.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 17 | $956 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 34 | $1.00K | 0.00% | −4−10.5% | Reduced |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $1.00K | 0.00% | +5+31.3% | Added |
| Bessemer Group Inc | 21 | $1.00K | 0.00% | +21 | New |
| LRI Investments, LLC | 18 | $1.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.07K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 21 | $1.18K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 21 | $1.18K | 0.00% | +2+10.5% | Added |
| Quarry LP | 21 | $1.18K | 0.00% | +21 | New |
| Key Financial Inc | 23 | $1.29K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 30 | $1.69K | 0.00% | −15−33.3% | Reduced |
| Sunbelt Securities, Inc. | 31 | $1.74K | 0.00% | −7−18.4% | Reduced |
| Johnson Financial Group, Inc. | 35 | $1.96K | 0.00% | −200−85.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $2.08K | 0.00% | −11−22.9% | Reduced |
| Vermillion Wealth Management, Inc. | 38 | $2.13K | 0.00% | +38 | New |
| MCF Advisors LLC | 41 | $2.30K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 43 | $2.42K | 0.00% | −626−93.6% | Reduced |
| Bruce G. Allen Investments, LLC | 45 | $2.53K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 45 | $2.53K | 0.00% | +41+1,025.0% | Added |
| Parkside Financial Bank & Trust | 47 | $2.64K | 0.00% | −201−81.0% | Reduced |
| Evermay Wealth Management LLC | 50 | $2.81K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 50 | $2.81K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 50 | $2.81K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $2.87K | 0.00% | +1+2.0% | Added |
| True Wealth Design, LLC | 53 | $2.98K | 0.00% | −216−80.3% | Reduced |
| PrairieView Partners, LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 56 | $3.15K | 0.00% | −8−12.5% | Reduced |
| Activest Wealth Management | 57 | $3.20K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 58 | $3.26K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 58 | $3.26K | 0.00% | +58 | New |
| C M Bidwell & Associates Ltd | 63 | $3.54K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 65 | $3.65K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 70 | $3.93K | 0.00% | −324−82.2% | Reduced |
| MV Capital Management, Inc. | 71 | $3.99K | 0.00% | +30+73.2% | Added |
| Bell Investment Advisors, Inc | 76 | $4.27K | 0.00% | +9+13.4% | Added |
| Aster Capital Management (DIFC) Ltd | 83 | $4.66K | 0.00% | −11,016−99.3% | Reduced |
| Versant Capital Management, Inc | 85 | $4.78K | 0.00% | +53+165.6% | Added |
| Mather Group, LLC. | 91 | $5.14K | 0.00% | +25+37.9% | Added |
| AllSquare Wealth Management LLC | 100 | $5.62K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 100 | $5.62K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $5.62K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $5.62K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $5.62K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 100 | $5.62K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $5.62K | 0.00% | +100 | New |
| Van Hulzen Asset Management, LLC | 100 | $5.62K | 0.00% | +100 | New |
| WPG Advisers, LLC | 102 | $5.73K | 0.01% | +102 | New |
| Winch Advisory Services, LLC | 103 | $5.79K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 105 | $5.90K | 0.00% | +105 | New |
| Capital Analysts, LLC | 113 | $6.00K | 0.00% | +113 | New |
| Allianz SE | 109 | $6.13K | 0.00% | −421−79.4% | Reduced |
| Venturi Wealth Management, LLC | 119 | $6.69K | 0.00% | +119 | New |
| Cullen/Frost Bankers, Inc. | 130 | $7.30K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 144 | $8.09K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 175 | $9.83K | 0.00% | +76+76.8% | Added |
| Albion Financial Group | 185 | $10.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 204 | $11.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $11.2K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 200 | $11.2K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 200 | $11.2K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 200 | $11.2K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 200 | $11.2K | 0.00% | +200 | New |
| Crowley Wealth Management, Inc. | 200 | $11.2K | 0.01% | +200 | New |
| Financial Perspectives, Inc | 202 | $11.3K | 0.00% | +202 | New |
| China Universal Asset Management Co., Ltd. | 216 | $12.1K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 225 | $12.6K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 225 | $12.6K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 228 | $12.8K | 0.01% | +228 | New |
| Wolff Wiese Magana LLC | 228 | $12.8K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 241 | $13.5K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 246 | $13.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 255 | $14.3K | 0.00% | +255 | New |
| One River Asset Management, LLC | 260 | $14.6K | 0.02% | +200+333.3% | Added |
| TD Waterhouse Canada Inc. | 279 | $15.7K | 0.00% | −4,257−93.8% | Reduced |
| Umb Bank N A | 298 | $16.7K | 0.00% | +60+25.2% | Added |
| BFSG, LLC | 300 | $16.9K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 300 | $16.9K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 300 | $17.0K | 0.00% | 00.0% | Unchanged |