| Ogorek Anthony Joseph | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $202 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $268 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $268 | 0.00% | +4 | New |
| United Financial Planning Group LLC | 4 | $268 | 0.00% | +4 | New |
| Kohmann Bosshard Financial Services, LLC | 5 | $336 | 0.00% | +5 | New |
| USA Financial Portformulas Corp | 6 | $402 | 0.00% | +6 | New |
| ZRC Wealth Management, LLC | 7 | $470 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 7 | $497 | 0.00% | +7 | New |
| Anfield Capital Management, LLC | 8 | $536 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 8 | $536 | 0.00% | +8 | New |
| 1015 Capital Partners, LLC | 8 | $536 | 0.00% | +8 | New |
| Investors Portfolio Services LLC | 8 | $537 | 0.00% | +8 | New |
| Quaker Wealth Management, LLC | 9 | $604 | 0.00% | +2+28.6% | Added |
| Berkshire Capital Holdings Inc | 10 | $670 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $670 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 10 | $670 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $671 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 11 | $737 | 0.00% | +3+37.5% | Added |
| Horizon Investments, LLC | 12 | $804 | 0.00% | −2,736−99.6% | Reduced |
| UMA Financial Services, Inc. | 12 | $805 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $871 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 14 | $938 | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 16 | $1.07K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 16 | $1.07K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $1.07K | 0.00% | +4+33.3% | Added |
| TD Private Client Wealth LLC | 17 | $1.14K | 0.00% | +17 | New |
| Elyxium Wealth, LLC | 17 | $1.14K | 0.00% | +17 | New |
| McGuire Capital Advisors Inc | 17 | $1.14K | 0.00% | +17 | New |
| Chilton Capital Management LLC | 17 | $1.14K | 0.00% | +17 | New |
| Quest 10 Wealth Builders, Inc. | 18 | $1.21K | 0.00% | +18 | New |
| Wilkerson Advisory Group LLC | 20 | $1.34K | 0.00% | +20 | New |
| Bogart Wealth, LLC | 21 | $1.41K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 21 | $1.41K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 21 | $1.41K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 26 | $1.74K | 0.00% | −2−7.1% | Reduced |
| Trust Co of Vermont | 27 | $1.81K | 0.00% | +27 | New |
| Cornerstone Financial Management LLC | 27 | $1.81K | 0.00% | +27 | New |
| Basecamp Wealth Advisors LLC | 27 | $1.81K | 0.00% | +27 | New |
| American Capital Advisory, LLC | 27 | $1.81K | 0.00% | +4+17.4% | Added |
| DAGCO, Inc. | 30 | $2.01K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 30 | $2.01K | 0.00% | +30 | New |
| Torren Management, LLC | 32 | $2.14K | 0.00% | +32 | New |
| Cromwell Holdings LLC | 33 | $2.21K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 36 | $2.41K | 0.00% | +31+620.0% | Added |
| Glen Eagle Advisors, LLC | 39 | $2.61K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40 | $2.68K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 40 | $2.68K | 0.00% | −58−59.2% | Reduced |
| Prestige Wealth Management Group LLC | 41 | $2.75K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 43 | $2.88K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 50 | $3.35K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 50 | $3.35K | 0.00% | −50−50.0% | Reduced |
| Stephens Consulting, LLC | 50 | $3.35K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 50 | $3.35K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 51 | $3.42K | 0.00% | −4−7.3% | Reduced |
| Fideuram Asset Management (Ireland) dac | 54 | $3.58K | 0.00% | +54 | New |
| Frazier Financial Advisors, LLC | 59 | $3.95K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 59 | $3.95K | 0.00% | +19+47.5% | Added |
| SJS Investment Consulting Inc. | 59 | $3.96K | 0.00% | +51+637.5% | Added |
| Swiss Re Ltd | 60 | $4.02K | 0.00% | +60 | New |
| Retirement Wealth Solutions LLC | 63 | $4.22K | 0.00% | +15+31.3% | Added |
| Sachetta, LLC | 69 | $4.62K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 70 | $4.69K | 0.00% | −12−14.6% | Reduced |
| Performa Ltd (US), LLC | 70 | $4.69K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 71 | $4.76K | 0.00% | −156−68.7% | Reduced |
| First Pacific Financial | 74 | $4.96K | 0.00% | +74 | New |
| Avion Wealth | 76 | $5.00K | 0.00% | −6−7.3% | Reduced |
| Asset Dedication, LLC | 75 | $5.03K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $5.03K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 82 | $5.50K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 83 | $5.56K | 0.00% | +45+118.4% | Added |
| Tower View Investment Management & Research LLC | 90 | $6.03K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 91 | $6.10K | 0.00% | −2−2.2% | Reduced |
| MCF Advisors LLC | 92 | $6.17K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 93 | $6.23K | 0.00% | −2−2.1% | Reduced |
| Bare Financial Services, Inc | 94 | $6.30K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 100 | $6.70K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $6.70K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 100 | $6.70K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $6.70K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 100 | $6.70K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 100 | $6.70K | 0.00% | +100 | New |
| Brown, Lisle/Cummings, Inc. | 110 | $7.37K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 118 | $7.91K | 0.00% | +118 | New |
| Albion Financial Group | 125 | $8.38K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 129 | $8.64K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 129 | $8.64K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 130 | $8.71K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 131 | $8.78K | 0.00% | +131 | New |
| Financial Network Wealth Advisors LLC | 134 | $8.98K | 0.01% | −53−28.3% | Reduced |
| Zions Bancorporation, National Association | 135 | $9.05K | 0.00% | +135 | New |
| Ancora Advisors, LLC | 138 | $9.25K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 140 | $9.38K | 0.00% | +140 | New |
| International Assets Investment Management, LLC | 157 | $10.5K | 0.00% | +157 | New |
| Center for Financial Planning, Inc. | 170 | $11.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 170 | $11.4K | 0.00% | +118+226.9% | Added |
| Bell Investment Advisors, Inc | 172 | $11.5K | 0.00% | 00.0% | Unchanged |