| CVA Family Office, LLC | 1 | $1.00K | 0.00% | −26−96.3% | Reduced |
| Concord Wealth Partners | 2 | $1.00K | 0.00% | −25−92.6% | Reduced |
| Sierra Capital LLC | 1 | $1.00K | 0.00% | −8−88.9% | Reduced |
| Bellwether Advisors, LLC | 3 | $1.00K | 0.00% | −6−66.7% | Reduced |
| Massmutual Trust Co FSB | 2 | $1.00K | 0.00% | −1−33.3% | Reduced |
| SRS Capital Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| Clearview Wealth Advisors LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Accel Wealth Management | 1 | $1.00K | 0.00% | +1 | New |
| Castleview Partners, LLC | 86 | $1.13K | 0.00% | +84+4,200.0% | Added |
| EverSource Wealth Advisors, LLC | 3 | $2.00K | 0.00% | −1−25.0% | Reduced |
| Ellis Investment Partners, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 3 | $2.00K | 0.00% | +3 | New |
| Horan Securities, Inc. | 3 | $2.00K | 0.00% | +3 | New |
| Patriot Financial Group Insurance Agency, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Evoke Wealth, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Meeder Asset Management Inc | 5 | $3.00K | 0.00% | −5−50.0% | Reduced |
| Baystate Wealth Management LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 4 | $3.00K | 0.00% | −1−20.0% | Reduced |
| High Net Worth Advisory Group LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 4 | $3.00K | 0.00% | +4 | New |
| Bangor Savings Bank | 5 | $3.00K | 0.00% | +5 | New |
| Sargent Bickham Lagudis LLC | 5 | $3.00K | 0.00% | +5 | New |
| RWM Asset Management, LLC | 5 | $3.00K | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 4 | $3.00K | 0.00% | +4 | New |
| Clearstead Advisors, LLC | 6 | $4.00K | 0.00% | −48−88.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 7 | $4.00K | 0.00% | −6−46.2% | Reduced |
| TSFG, LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 7 | $4.00K | 0.00% | +1+16.7% | Added |
| Charter Oak Capital Management, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 6 | $4.00K | 0.00% | +6 | New |
| Core Alternative Capital | 7 | $4.00K | 0.00% | +7 | New |
| Atlas Capital Advisors LLC | 7 | $4.46K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 8 | $5.00K | 0.00% | +8 | New |
| Crewe Advisors LLC | 8 | $5.00K | 0.00% | +8 | New |
| Creative Financial Designs Inc | 10 | $6.00K | 0.00% | −9−47.4% | Reduced |
| Covington Capital Management | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 10 | $6.00K | 0.00% | +1+11.1% | Added |
| Harvest Fund Management Co., Ltd | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 5 | $6.00K | 0.00% | +2+66.7% | Added |
| Plante Moran Financial Advisors, LLC | 9 | $6.00K | 0.00% | +9 | New |
| Investment Research & Advisory Group, Inc. | 10 | $6.00K | 0.00% | +10 | New |
| State of Wyoming | 11 | $7.00K | 0.00% | −16−59.3% | Reduced |
| Pacifica Partners Inc. | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 11 | $7.00K | 0.00% | +11 | New |
| Money Concepts Capital Corp | 12 | $8.00K | 0.00% | −60−83.3% | Reduced |
| JFS Wealth Advisors, LLC | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 13 | $8.00K | 0.00% | +2+18.2% | Added |
| Bartlett & Co. LLC | 13 | $8.00K | 0.00% | +13 | New |
| Bartlett & Co. Wealth Management LLC | 13 | $8.28K | 0.00% | +13 | New |
| Amalgamated Bank | 16 | $10.0K | 0.00% | −16−50.0% | Reduced |
| Carolinas Wealth Consulting LLC | 16 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 15 | $10.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 15 | $10.0K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 17 | $11.0K | 0.00% | −3−15.0% | Reduced |
| Adirondack Trust Co | 18 | $11.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $11.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 17 | $11.0K | 0.00% | +17 | New |
| Better Money Decisions, LLC | 17 | $11.0K | 0.01% | +17 | New |
| GHP Investment Advisors, Inc. | 20 | $13.0K | 0.00% | −65−76.5% | Reduced |
| Ancora Advisors, LLC | 21 | $13.0K | 0.00% | −61−74.4% | Reduced |
| Pinnacle Financial Partners Inc | 20 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 20 | $13.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 21 | $13.0K | 0.00% | +21 | New |
| Kempen Capital Management N.V. | 24 | $15.0K | 0.00% | −50−67.6% | Reduced |
| Zions Bancorporation, N.A. | 24 | $15.0K | 0.00% | −1−4.0% | Reduced |
| Huntington National Bank | 24 | $15.0K | 0.00% | +1+4.3% | Added |
| TD Waterhouse Canada Inc. | 21 | $15.6K | 0.00% | −1−4.5% | Reduced |
| Howe & Rusling Inc | 26 | $16.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 25 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $16.0K | 0.00% | +25 | New |
| Ulland Investment Advisors, LLC | 26 | $17.0K | 0.02% | −25−49.0% | Reduced |
| HM Payson & Co | 26 | $17.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 26 | $17.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 30 | $19.0K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 30 | $19.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 30 | $19.0K | 0.02% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 30 | $19.0K | 0.02% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 29 | $19.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 31 | $19.7K | 0.00% | −33−51.6% | Reduced |
| Allworth Financial LP | 31 | $20.0K | 0.00% | +13+72.2% | Added |