| Hazlett, Burt & Watson, Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 26 | $0 | 0.00% | −42−61.8% | Reduced |
| PrairieView Partners, LLC | 45 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 50 | $0 | 0.00% | −134,043−100.0% | Reduced |
| Avion Wealth | 74 | $0 | 0.00% | +74 | New |
| VitalStone Financial, LLC | 50 | $0 | 0.00% | +50 | New |
| TFC Financial Management | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2 | $14 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2 | $14 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $21 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 3 | $21 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 4 | $28 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 8 | $55 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10 | $69 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 10 | $69 | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 11 | $76 | 0.00% | −114−91.2% | Reduced |
| Motco | 13 | $90 | 0.00% | +13 | New |
| Kelly Financial Services LLC | 16 | $110 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 16 | $111 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 20 | $137 | 0.00% | +20 | New |
| Ridgewood Investments LLC | 20 | $138 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 20 | $138 | 0.00% | +20 | New |
| Focused Wealth Management, Inc | 22 | $152 | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 25 | $172 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 30 | $207 | 0.00% | −500−94.3% | Reduced |
| Massmutual Trust Co FSB | 37 | $255 | 0.00% | −286−88.5% | Reduced |
| Parkside Financial Bank & Trust | 43 | $297 | 0.00% | −215−83.3% | Reduced |
| SJS Investment Consulting Inc. | 48 | $331 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $344 | 0.00% | +50 | New |
| AdvisorNet Financial, Inc | 50 | $345 | 0.00% | −160−76.2% | Reduced |
| Versant Capital Management, Inc | 50 | $345 | 0.00% | −82−62.1% | Reduced |
| Global Wealth Strategies & Associates | 50 | $345 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $345 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 57 | $393 | 0.00% | +57 | New |
| Allianz Asset Management GmbH | 64,039 | $441 | 0.00% | +37,011+136.9% | Added |
| Chesapeake Asset Management LLC | 75 | $516 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 90 | $621 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 93 | $641 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 94 | $648 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $683 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 100 | $689 | 0.00% | −45−31.0% | Reduced |
| Stonebridge Capital Advisors LLC | 100 | $689 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $689 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $689 | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 100 | $689 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 100 | $689 | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 100 | $689 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $689 | 0.00% | +94+1,566.7% | Added |
| First Capital Advisors Group, LLC. | 100 | $689 | 0.00% | +100 | New |
| O'Dell Group, LLC | 100 | $689 | 0.00% | +100 | New |
| Glass Jacobson Investment Advisors llc | 100 | $689 | 0.00% | +100 | New |
| AllSquare Wealth Management LLC | 90 | $694 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 110 | $758 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 110 | $758 | 0.00% | +50+83.3% | Added |
| Colonial Trust Advisors | 125 | $861 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 127 | $875 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 130 | $896 | 0.00% | −400−75.5% | Reduced |
| AlphaMark Advisors, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 155 | $1.00K | 0.00% | −200−56.3% | Reduced |
| First PREMIER Bank | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 95 | $1.00K | 0.00% | +95 | New |
| Ritter Daniher Financial Advisory LLC | 150 | $1.03K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 172 | $1.19K | 0.00% | −421−71.0% | Reduced |
| CVA Family Office, LLC | 175 | $1.21K | 0.00% | −1,785−91.1% | Reduced |
| Prestige Wealth Management Group LLC | 175 | $1.21K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 186 | $1.28K | 0.00% | +186 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $1.38K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 200 | $1.38K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 200 | $1.38K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 203 | $1.40K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 205 | $1.41K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 211 | $1.45K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 227 | $1.56K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 239 | $1.65K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 254 | $1.75K | 0.00% | +30+13.4% | Added |
| Allspring Global Investments Holdings, LLC | 272 | $1.87K | 0.00% | +272 | New |
| Beaird Harris Wealth Management, LLC | 276 | $1.90K | 0.00% | +225+441.2% | Added |
| ZRC Wealth Management, LLC | 287 | $1.98K | 0.00% | 00.0% | Unchanged |
| City State Bank | 350 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 263 | $2.00K | 0.00% | −35−11.7% | Reduced |
| Capital Analysts, LLC | 255 | $2.00K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 288 | $2.05K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 300 | $2.07K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 300 | $2.07K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 300 | $2.07K | 0.00% | +300 | New |
| RFP Financial Group LLC | 349 | $2.41K | 0.00% | −79−18.5% | Reduced |
| Red Tortoise LLC | 375 | $2.58K | 0.00% | +210+127.3% | Added |
| BDO Wealth Advisors, LLC | 389 | $2.68K | 0.00% | −140−26.5% | Reduced |
| Clearview Wealth Advisors LLC | 400 | $2.76K | 0.00% | −50−11.1% | Reduced |
| Peoples Financial Services Corp. | 400 | $2.76K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 409 | $2.82K | 0.00% | +409 | New |
| Harbor Investment Advisory, LLC | 420 | $2.89K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 437 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 444 | $3.06K | 0.00% | +13+3.0% | Added |
| Salem Investment Counselors Inc | 445 | $3.07K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 450 | $3.10K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 473 | $3.26K | 0.00% | −500−51.4% | Reduced |