| Whipplewood Advisors, LLC | 1 | $215 | 0.00% | −13−92.9% | Reduced |
| Bruce G. Allen Investments, LLC | 1 | $215 | 0.00% | −12−92.3% | Reduced |
| Fortitude Family Office, LLC | 1 | $215 | 0.00% | −2−66.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $215 | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 1 | $215 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 1 | $215 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $215 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $215 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $216 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $295 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 2 | $430 | 0.00% | −18−90.0% | Reduced |
| NVWM, LLC | 2 | $430 | 0.00% | −3−60.0% | Reduced |
| Asset Dedication, LLC | 2 | $430 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2 | $430 | 0.00% | +2 | New |
| BOK Financial Private Wealth, Inc. | 2 | $430 | 0.00% | +2 | New |
| Cassaday & Co Wealth Management LLC | 2 | $430 | 0.00% | +2 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $430 | 0.00% | +2 | New |
| Provenance Wealth Advisors, LLC | 2 | $430 | 0.00% | +2 | New |
| TD Waterhouse Canada Inc. | 3 | $645 | 0.00% | −8−72.7% | Reduced |
| Signature Equity Partners, LLC | 3 | $645 | 0.00% | +1+50.0% | Added |
| Hughes Financial Services, LLC | 3 | $645 | 0.00% | +2+200.0% | Added |
| Horizon Financial Services, LLC | 3 | $645 | 0.00% | +3 | New |
| Bogart Wealth, LLC | 3 | $659 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $860 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $860 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $860 | 0.00% | +4 | New |
| Investors Portfolio Services LLC | 4 | $925 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5 | $1.07K | 0.00% | +5 | New |
| Gilpin Wealth Management, LLC | 5 | $1.07K | 0.00% | +5 | New |
| Activest Wealth Management | 6 | $1.29K | 0.00% | −79−92.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6 | $1.29K | 0.00% | −1−14.3% | Reduced |
| Geneos Wealth Management Inc. | 6 | $1.29K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $1.29K | 0.00% | +6 | New |
| Synergy Investment Management, LLC | 6 | $1.29K | 0.00% | −1−14.3% | Reduced |
| South State Corp. | 6 | $1.29K | 0.00% | +2+50.0% | Added |
| Financial Consulate, Inc | 6 | $1.29K | 0.00% | +6 | New |
| North Star Investment Management Corp. | 7 | $1.50K | 0.00% | +5+250.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 7 | $1.50K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $1.72K | 0.00% | −67−89.3% | Reduced |
| Your Advocates Ltd., LLP | 8 | $1.72K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.72K | 0.00% | +3+60.0% | Added |
| Planning Strategies Inc. | 8 | $1.72K | 0.00% | +8 | New |
| Quaker Wealth Management, LLC | 8 | $1.72K | 0.00% | +7+700.0% | Added |
| Raffa Wealth Management, LLC | 9 | $1.93K | 0.00% | −3−25.0% | Reduced |
| Concord Wealth Partners | 9 | $1.93K | 0.00% | +9 | New |
| Downshift Financial, LLC | 9 | $1.93K | 0.00% | +9 | New |
| American Capital Advisory, LLC | 9 | $1.94K | 0.00% | +9 | New |
| Avion Wealth | 11 | $2.00K | 0.00% | +11 | New |
| CBIZ Investment Advisory Services, LLC | 10 | $2.02K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 10 | $2.15K | 0.00% | +10 | New |
| Buck Wealth Strategies, LLC | 11 | $2.36K | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 12 | $2.38K | 0.00% | −14−53.8% | Reduced |
| Bayban | 12 | $2.58K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $2.58K | 0.00% | +12 | New |
| Webster Bank, N. A. | 13 | $2.79K | 0.00% | +13 | New |
| Farmers & Merchants Investments Inc | 15 | $3.22K | 0.00% | −57−79.2% | Reduced |
| Basecamp Wealth Advisors LLC | 15 | $3.22K | 0.00% | −2−11.8% | Reduced |
| Wolff Wiese Magana LLC | 15 | $3.22K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 15 | $3.22K | 0.00% | +15 | New |
| Smartleaf Asset Management LLC | 16 | $3.39K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 17 | $3.65K | 0.00% | +7+70.0% | Added |
| Colonial Trust Co | 17 | $3.67K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 18 | $3.87K | 0.00% | −4−18.2% | Reduced |
| Pacific Center for Financial Services | 18 | $3.87K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 18 | $3.94K | 0.00% | −8−30.8% | Reduced |
| Anchor Investment Management, LLC | 19 | $4.08K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 19 | $4.08K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 20 | $4.30K | 0.00% | −71,239−100.0% | Reduced |
| Delta Asset Management LLC | 20 | $4.30K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 20 | $4.30K | 0.00% | +20 | New |
| Private Wealth Management Group, LLC | 22 | $4.73K | 0.00% | +22 | New |
| Silver Grove Financial Group, Inc. | 24 | $5.16K | 0.00% | +24 | New |
| C M Bidwell & Associates Ltd | 26 | $5.59K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 27 | $5.80K | 0.00% | +23+575.0% | Added |
| SHP Wealth Management | 29 | $6.23K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 29 | $6.23K | 0.00% | +29 | New |
| SWAN Capital LLC | 31 | $6.66K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 31 | $6.66K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 35 | $7.52K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 35 | $7.54K | 0.00% | +26+288.9% | Added |
| Covestor Ltd | 35 | $8.00K | 0.00% | −129−78.7% | Reduced |
| Danske Bank A/S | 40 | $8.60K | 0.00% | −200−83.3% | Reduced |
| Leonteq Securities AG | 41 | $8.81K | 0.00% | −1,320−97.0% | Reduced |
| Massmutual Trust Co FSB | 41 | $8.81K | 0.00% | −176−81.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 41 | $8.81K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 41 | $8.81K | 0.00% | +10+32.3% | Added |
| Bare Financial Services, Inc | 41 | $8.81K | 0.00% | +41 | New |
| WPG Advisers, LLC | 42 | $9.03K | 0.01% | −29−40.8% | Reduced |
| Bryn Mawr Trust Co | 45 | $9.67K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 50 | $10.8K | 0.00% | +30+150.0% | Added |
| Kerr Financial Planning Corp | 56 | $12.0K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 57 | $12.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 57 | $12.2K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 58 | $12.5K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 62 | $13.3K | 0.00% | −4−6.1% | Reduced |
| Golden State Wealth Management, LLC | 63 | $13.6K | 0.00% | +1+1.6% | Added |
| CVA Family Office, LLC | 66 | $14.2K | 0.00% | +51+340.0% | Added |
| Wellington-Altus USA Inc. | 73 | $14.8K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 72 | $15.5K | 0.00% | −26−26.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 73 | $15.7K | 0.00% | −6,785−98.9% | Reduced |