| McClarren Financial Advisors, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 190,519 | $12 | 0.00% | +190,519 | New |
| 25 LLC | 2 | $434 | 0.00% | +2 | New |
| Nemes Rush Group LLC | 3 | $646 | 0.00% | +3 | New |
| Richard W. Paul & Associates, LLC | 4 | $861 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| Strategic Investment Solutions, Inc. | 5 | $1.19K | 0.00% | −59−92.2% | Reduced |
| TFC Financial Management | 6 | $1.29K | 0.00% | +2+50.0% | Added |
| Highline Wealth Partners LLC | 6 | $1.29K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 7 | $1.51K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 8 | $1.72K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 9 | $1.94K | 0.00% | −10−52.6% | Reduced |
| Trifecta Capital Advisors, LLC | 10 | $2.15K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 10 | $2.15K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 11 | $2.37K | 0.00% | −10−47.6% | Reduced |
| First Community Trust NA | 13 | $2.80K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $2.80K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 13 | $3.00K | 0.00% | −45−77.6% | Reduced |
| Hanson & Doremus Investment Management | 13 | $3.00K | 0.00% | −20−60.6% | Reduced |
| RE Dickinson Investment Advisors, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Credential Qtrade Securities Inc. | 14 | $3.01K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 15 | $3.23K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 16 | $3.44K | 0.00% | +16 | New |
| Moisand Fitzgerald Tamayo, LLC | 17 | $3.66K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 20 | $4.30K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 21 | $4.52K | 0.00% | −260−92.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 21 | $4.52K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 21 | $4.52K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 25 | $5.00K | 0.00% | −25−50.0% | Reduced |
| Impact Partnership Wealth, LLC | 26 | $5.59K | 0.00% | +26 | New |
| Morton Brown Family Wealth, LLC | 27 | $5.81K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 26 | $6.00K | 0.00% | +13+100.0% | Added |
| Acima Private Wealth, LLC | 32 | $6.88K | 0.00% | −8−20.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 32 | $7.00K | 0.00% | +7+28.0% | Added |
| Sound Income Strategies, LLC | 33 | $7.10K | 0.00% | −72−68.6% | Reduced |
| Dividend Assets Capital, LLC | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 35 | $8.00K | 0.00% | +5+16.7% | Added |
| Disciplined Investments, LLC | 38 | $8.18K | 0.00% | +1+2.7% | Added |
| Financial Perspectives, Inc | 39 | $8.33K | 0.00% | +1+2.6% | Added |
| Ritter Daniher Financial Advisory LLC | 40 | $8.61K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 41 | $8.82K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 42 | $9.04K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 42 | $9.04K | 0.00% | +42 | New |
| Global Financial Private Client, LLC | 42 | $9.12K | 0.00% | −4,268−99.0% | Reduced |
| SOA Wealth Advisors, LLC. | 43 | $9.26K | 0.00% | −50−53.8% | Reduced |
| SRS Capital Advisors, Inc. | 43 | $9.33K | 0.00% | −1−2.3% | Reduced |
| Tucker Asset Management LLC | 46 | $9.90K | 0.00% | +32+228.6% | Added |
| Slocum, Gordon & Co LLP | 47 | $10.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 49 | $10.5K | 0.01% | +26+113.0% | Added |
| Steward Financial Group LLC | 53 | $11.0K | 0.00% | +53 | New |
| Coastal Capital Group, Inc. | 52 | $11.2K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 54 | $11.6K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 54 | $11.7K | 0.00% | +54 | New |
| Eukles Asset Management | 55 | $11.8K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 55 | $11.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 81 | $11.9K | 0.01% | +1+1.3% | Added |
| Sofos Investments, Inc. | 215 | $12.4K | 0.05% | −13−5.7% | Reduced |
| Archer Investment Corp | 58 | $12.5K | 0.00% | +22+61.1% | Added |
| Cassady Schiller Wealth Management, LLC | 60 | $12.9K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 61 | $13.1K | 0.00% | +25+69.4% | Added |
| Perkins Coie Trust Co | 65 | $14.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 66 | $14.0K | 0.00% | +66 | New |
| Glass Jacobson Investment Advisors llc | 67 | $14.4K | 0.01% | +67 | New |
| PrairieView Partners, LLC | 72 | $15.0K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 70 | $15.1K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 72 | $15.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 74 | $16.0K | 0.00% | −2−2.6% | Reduced |
| Front Row Advisors LLC | 75 | $16.0K | 0.01% | +8+11.9% | Added |
| Cape Investment Advisory, Inc. | 76 | $16.3K | 0.01% | +9+13.4% | Added |
| Bell Investment Advisors, Inc | 77 | $16.6K | 0.00% | −5−6.1% | Reduced |
| Maryland Capital Advisors Inc. | 80 | $17.2K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 85 | $18.3K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 88 | $18.9K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 87 | $19.0K | 0.00% | −16−15.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 89 | $19.2K | 0.00% | −2−2.2% | Reduced |
| Old Point Trust & Financial Services N A | 90 | $19.4K | 0.01% | +90 | New |
| Level Financial Advisors, Inc. | 91 | $19.6K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 93 | $20.0K | 0.01% | −332−78.1% | Reduced |
| McIlrath & Eck, LLC | 98 | $21.1K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 99 | $21.4K | 0.00% | −1−1.0% | Reduced |
| Park Circle Co | 100 | $21.5K | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 100 | $21.5K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $21.5K | 0.00% | +100 | New |
| CoreFirst Bank & Trust | 101 | $21.7K | 0.02% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 101 | $21.8K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 102 | $22.0K | 0.01% | +1+1.0% | Added |
| Ogorek Anthony Joseph | 107 | $23.0K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 108 | $23.2K | 0.00% | +22+25.6% | Added |
| Carmel Capital Partners, LLC | 110 | $23.7K | 0.01% | −382−77.6% | Reduced |
| VitalStone Financial, LLC | 104 | $24.0K | 0.01% | +100+2,500.0% | Added |
| Pacifica Partners Inc. | 112 | $24.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 113 | $24.2K | 0.01% | +16+16.5% | Added |
| Core Alternative Capital | 113 | $24.4K | 0.00% | +20+21.5% | Added |
| PSI Advisors, LLC | 114 | $24.5K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 116 | $25.0K | 0.01% | −490−80.9% | Reduced |
| Delos Wealth Advisors, LLC | 116 | $25.0K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 116 | $25.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 120 | $25.8K | 0.00% | −410−77.4% | Reduced |