| Roble, Belko & Company, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1 | $14 | 0.00% | −9,121−100.0% | Reduced |
| Concord Wealth Partners | 2 | $27 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 5 | $69 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $69 | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 6 | $83 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 7 | $96 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 8 | $110 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 9 | $123 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $137 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10 | $137 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 11 | $152 | 0.00% | +11 | New |
| Cheviot Value Management, LLC | 14 | $165 | 0.00% | −100−87.7% | Reduced |
| Highline Wealth Partners LLC | 12 | $165 | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 13 | $179 | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 15 | $206 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 17 | $233 | 0.00% | +15+750.0% | Added |
| Your Advocates Ltd., LLP | 17 | $234 | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 17 | $234 | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 17 | $234 | 0.00% | +17 | New |
| Banque Transatlantique SA | 17 | $235 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 20 | $275 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 20 | $275 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 21 | $289 | 0.00% | +21 | New |
| HFM Investment Advisors, LLC | 23 | $316 | 0.00% | +21+1,050.0% | Added |
| Archer Investment Corp | 25 | $344 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 26 | $357 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 26 | $357 | 0.00% | +26 | New |
| Stephens Consulting, LLC | 27 | $371 | 0.00% | +27 | New |
| Twin Peaks Wealth Advisors, LLC | 32 | $383 | 0.00% | +32 | New |
| LGT Financial Advisors LLC | 28 | $385 | 0.00% | +28 | New |
| Marshall & Sterling Wealth Advisors Inc. | 30 | $412 | 0.00% | +30 | New |
| Parkworth Wealth Management, Inc. | 31 | $426 | 0.00% | +29+1,450.0% | Added |
| SJS Investment Consulting Inc. | 33 | $454 | 0.00% | +29+725.0% | Added |
| Scarborough Advisors, LLC | 36 | $495 | 0.00% | +36 | New |
| Hughes Financial Services, LLC | 44 | $512 | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 40 | $550 | 0.00% | −10−20.0% | Reduced |
| DT Investment Partners, LLC | 40 | $550 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 40 | $550 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 40 | $550 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 41 | $563 | 0.00% | +41 | New |
| Rise Advisors, LLC | 44 | $605 | 0.00% | −88−66.7% | Reduced |
| CVA Family Office, LLC | 44 | $605 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 48 | $660 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 48 | $660 | 0.00% | +48 | New |
| Indiana Trust & Investment Management CO | 50 | $687 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 50 | $687 | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 50 | $687 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 51 | $701 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 53 | $729 | 0.00% | +43+430.0% | Added |
| N.E.W. Advisory Services LLC | 58 | $797 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 59 | $811 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 60 | $825 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 64 | $879 | 0.00% | 00.0% | Unchanged |
| Trust Co | 65 | $893 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 69 | $948 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 71 | $976 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 77 | $991 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 134 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 74 | $1.02K | 0.00% | −73−49.7% | Reduced |
| Kilter Group LLC | 75 | $1.03K | 0.00% | +75 | New |
| Rialto Wealth Management, LLC | 77 | $1.06K | 0.00% | +18+30.5% | Added |
| Robinswood Financial LLC | 79 | $1.08K | 0.00% | 00.0% | Unchanged |
| Ryan Investment Management, Inc. | 79 | $1.08K | 0.00% | +79 | New |
| MPWM Advisory Solutions, LLC | 80 | $1.10K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 85 | $1.17K | 0.00% | +85 | New |
| Bokf, NA | 97 | $1.33K | 0.00% | −369−79.2% | Reduced |
| Whittier Trust Co | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 100 | $1.37K | 0.00% | +100 | New |
| Hilltop National Bank | 100 | $1.37K | 0.00% | +100 | New |
| Traub Capital Management LLC | 100 | $1.37K | 0.00% | +100 | New |
| Kayne Anderson Rudnick Investment Management LLC | 100 | $1.38K | 0.00% | +71+244.8% | Added |
| Signature Resources Capital Management, LLC | 102 | $1.40K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 104 | $1.43K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 104 | $1.43K | 0.00% | +104 | New |
| Cornerstone Planning Group LLC | 119 | $1.45K | 0.00% | +68+133.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 109 | $1.50K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 110 | $1.51K | 0.00% | −5−4.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 111 | $1.52K | 0.00% | +50+82.0% | Added |
| Asset Planning,Inc | 115 | $1.58K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 115 | $1.58K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 115 | $1.58K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 127 | $1.74K | 0.00% | −1,432−91.9% | Reduced |
| Lowe Wealth Advisors, LLC | 127 | $1.75K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 127 | $1.75K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 129 | $1.77K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 136 | $1.87K | 0.00% | −75−35.5% | Reduced |