| FNY Investment Advisers, LLC | 14 | $0 | 0.00% | −6,671−99.8% | Reduced |
| First PREMIER Bank | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 142 | $0 | 0.00% | +142 | New |
| SWAN Capital LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 1 | $5 | 0.00% | +1 | New |
| HighMark Wealth Management LLC | 4 | $19 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $19 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 4 | $20 | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 5 | $24 | 0.00% | +5 | New |
| Steigerwald, Gordon & Koch Inc. | 5 | $24 | 0.00% | +5 | New |
| North Capital, Inc. | 7 | $34 | 0.00% | +1+16.7% | Added |
| JPL Wealth Management, LLC | 7 | $34 | 0.00% | +7 | New |
| Sterling Capital Management LLC | 10 | $48 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 10 | $48 | 0.00% | +10 | New |
| MPWM Advisory Solutions, LLC | 10 | $50 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 11 | $53 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 11 | $53 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 12 | $58 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $63 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 13 | $63 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 13 | $63 | 0.00% | +13 | New |
| Barrett & Company, Inc. | 14 | $67 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 13 | $69 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $76 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 20 | $97 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $101 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 25 | $120 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 25 | $121 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 26 | $126 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 29 | $139 | 0.00% | +29 | New |
| Eastern Bank | 32 | $154 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 34 | $164 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 39 | $188 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 40 | $192 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 43 | $200 | 0.00% | +1+2.4% | Added |
| Financial Perspectives, Inc | 48 | $231 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $241 | 0.00% | −50−50.0% | Reduced |
| Evermay Wealth Management LLC | 50 | $241 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 53 | $255 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 53 | $255 | 0.00% | +53 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 54 | $260 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 60 | $289 | 0.00% | +60 | New |
| American Capital Advisory, LLC | 62 | $299 | 0.00% | +56+933.3% | Added |
| Clark Wealth Partners | 50 | $324 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 69 | $332 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 77 | $371 | 0.00% | −17−18.1% | Reduced |
| Logan Capital Management Inc | 79 | $380 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 90 | $433 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 92 | $443 | 0.00% | 00.0% | Unchanged |
| Security National Bank | 100 | $481 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 100 | $481 | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $481 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 113 | $544 | 0.00% | +113 | New |
| Bruce G. Allen Investments, LLC | 119 | $572 | 0.00% | −18−13.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 120 | $577 | 0.00% | +120 | New |
| Orion Capital Management LLC | 120 | $577 | 0.00% | +120 | New |
| Geneos Wealth Management Inc. | 124 | $596 | 0.00% | −1,353−91.6% | Reduced |
| Creative Financial Designs Inc | 137 | $659 | 0.00% | +137 | New |
| United Financial Planning Group LLC | 140 | $673 | 0.00% | +140 | New |
| Millstone Evans Group, LLC | 150 | $722 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 151 | $727 | 0.00% | +151 | New |
| Hollencrest Capital Management | 164 | $789 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 170 | $818 | 0.00% | +1+0.6% | Added |
| Brown Brothers Harriman & Co | 182 | $876 | 0.00% | +158+658.3% | Added |
| Principia Wealth Advisory, LLC | 193 | $928 | 0.00% | +106+121.8% | Added |
| Root Financial Partners, LLC | 194 | $933 | 0.00% | +194 | New |
| Tompkins Financial Corp | 200 | $962 | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 200 | $962 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 200 | $962 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 212 | $1.02K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 215 | $1.03K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 231 | $1.11K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 233 | $1.12K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 240 | $1.15K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 241 | $1.16K | 0.00% | +68+39.3% | Added |
| Pineridge Advisors LLC | 250 | $1.20K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 274 | $1.32K | 0.00% | +274 | New |
| Private Wealth Asset Management, LLC | 293 | $1.41K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 300 | $1.44K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 300 | $1.45K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 311 | $1.50K | 0.00% | +311 | New |
| Sachetta, LLC | 312 | $1.50K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 322 | $1.55K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 349 | $1.68K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 367 | $1.76K | 0.00% | +42+12.9% | Added |
| Evelyn Partners Investment Management LLP | 368 | $1.77K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 400 | $1.92K | 0.00% | −750−65.2% | Reduced |
| Catherine Avery Investment Management LLC | 400 | $1.92K | 0.00% | +200+100.0% | Added |
| Parkside Financial Bank & Trust | 417 | $2.01K | 0.00% | −1,356−76.5% | Reduced |
| Kerr Financial Planning Corp | 300 | $2.03K | 0.00% | +300 | New |
| Trust Co of Vermont | 460 | $2.21K | 0.00% | +460 | New |
| Financial Consulate, Inc | 468 | $2.25K | 0.00% | +468 | New |
| Bell Investment Advisors, Inc | 470 | $2.26K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 500 | $2.40K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 500 | $2.40K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 510 | $2.45K | 0.00% | +477+1,445.5% | Added |
| City Holding Co | 517 | $2.49K | 0.00% | 00.0% | Unchanged |