| TD Ameritrade Investment Management, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 38 | $0 | 0.00% | +38 | New |
| True Wealth Design, LLC | 5 | $240 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 7 | $335 | 0.00% | +7 | New |
| Horan Securities, Inc. | 8 | $383 | 0.00% | −80−90.9% | Reduced |
| Blume Capital Management, Inc. | 8 | $384 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $431 | 0.00% | +9 | New |
| Tucker Asset Management LLC | 10 | $479 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 10 | $479 | 0.00% | +10 | New |
| Grey Fox Wealth Advisors, LLC | 10 | $479 | 0.00% | +10 | New |
| Macroview Investment Management LLC | 10 | $480 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 20 | $959 | 0.00% | −220−91.7% | Reduced |
| Raffa Wealth Management, LLC | 20 | $959 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 20 | $959 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 27 | $1.29K | 0.00% | +27 | New |
| Nalls Sherbakoff Group, LLC | 30 | $1.40K | 0.00% | +30 | New |
| Financial Freedom, LLC | 30 | $1.44K | 0.00% | −220−88.0% | Reduced |
| Institutional & Family Asset Management, LLC | 30 | $1.44K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 30 | $1.44K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $1.44K | 0.00% | −386−92.8% | Reduced |
| Prestige Wealth Management Group LLC | 30 | $1.44K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 35 | $1.68K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 38 | $1.81K | 0.00% | +1+2.7% | Added |
| First Financial Corp | 40 | $1.92K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 40 | $1.92K | 0.00% | −200−83.3% | Reduced |
| PayPay Securities Corp | 40 | $1.92K | 0.13% | −10−20.0% | Reduced |
| Thompson Investment Management, Inc. | 40 | $1.92K | 0.00% | +40 | New |
| 25 LLC | 30 | $1.93K | 0.00% | +30 | New |
| Front Row Advisors LLC | 40 | $2.00K | 0.00% | −3−7.0% | Reduced |
| MBM Wealth Consultants, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 42 | $2.01K | 0.00% | +42 | New |
| Missouri Trust & Investment Co | 50 | $2.40K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 50 | $2.40K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $2.40K | 0.00% | +50 | New |
| Syverson Strege & Co | 51 | $2.44K | 0.00% | +51 | New |
| Perkins Coie Trust Co | 60 | $2.88K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 60 | $2.88K | 0.00% | −390−86.7% | Reduced |
| Eagle Bay Advisors LLC | 60 | $2.88K | 0.00% | +10+20.0% | Added |
| HM Payson & Co | 78 | $3.74K | 0.00% | +78 | New |
| C M Bidwell & Associates Ltd | 80 | $3.83K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 1,080 | $3.88K | 0.02% | +1,080 | New |
| Ten Capital Wealth Advisors, LLC | 84 | $4.03K | 0.00% | +34+68.0% | Added |
| Archer Investment Corp | 90 | $4.32K | 0.00% | −160−64.0% | Reduced |
| Clearview Wealth Advisors LLC | 90 | $4.32K | 0.00% | −50−35.7% | Reduced |
| Sound Income Strategies, LLC | 90 | $4.32K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 92 | $4.41K | 0.00% | +92 | New |
| Tradewinds Capital Management, LLC | 100 | $4.79K | 0.00% | −50−33.3% | Reduced |
| Duncker Streett & Co Inc | 100 | $4.79K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $4.79K | 0.00% | – | – |
| Tanglewood Legacy Advisors, LLC | 100 | $4.79K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 106 | $5.08K | 0.03% | 00.0% | Unchanged |
| Schroder Investment Management Group | 110 | $5.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 107 | $5.13K | 0.00% | −68−38.9% | Reduced |
| Sofos Investments, Inc. | 48 | $5.62K | 0.25% | +13+37.1% | Added |
| Sugarloaf Wealth Management, LLC | 120 | $5.75K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 125 | $5.99K | 0.00% | +15+13.6% | Added |
| AlphaMark Advisors, LLC | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 126 | $6.04K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 130 | $6.23K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 130 | $6.30K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 190 | $6.59K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 140 | $6.71K | 0.00% | +140 | New |
| Mendota Financial Group, LLC | 10 | $6.76K | 0.01% | −90−90.0% | Reduced |
| Rocky Mountain Advisers, LLC | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 5 | $7.00K | 0.01% | −115−95.8% | Reduced |
| Smithfield Trust Co | 135 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 150 | $7.19K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 150 | $7.19K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 150 | $7.19K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 155 | $7.43K | 0.00% | +115+287.5% | Added |
| Schubert & Co | 171 | $8.20K | 0.01% | +142+489.7% | Added |
| Hartford Financial Management Inc. | 183 | $8.77K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 183 | $9.00K | 0.00% | +140+325.6% | Added |
| Sageworth Trust Co | 190 | $9.11K | 0.00% | +190 | New |
| Stone House Investment Management, LLC | 200 | $9.59K | 0.00% | +200 | New |
| City State Bank | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 220 | $10.5K | 0.00% | −1,130−83.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 220 | $10.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 220 | $10.5K | 0.00% | +150+214.3% | Added |
| FNY Investment Advisers, LLC | 240 | $11.0K | 0.01% | −3,780−94.0% | Reduced |
| Banque Cantonale Vaudoise | 220 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 230 | $11.0K | 0.01% | +230 | New |
| IAG Wealth Partners, LLC | 230 | $11.0K | 0.00% | +100+76.9% | Added |
| Armstrong Advisory Group, Inc | 240 | $11.5K | 0.00% | −140−36.8% | Reduced |
| Baystate Wealth Management LLC | 244 | $11.7K | 0.00% | −296−54.8% | Reduced |
| Global Wealth Strategies & Associates | 250 | $12.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 256 | $12.0K | 0.01% | −3,429−93.1% | Reduced |
| Horrell Capital Management, Inc. | 252 | $12.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 240 | $12.0K | 0.00% | +240 | New |
| GHP Investment Advisors, Inc. | 262 | $12.6K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 270 | $12.9K | 0.00% | −30−10.0% | Reduced |
| Ronald Blue Trust, Inc. | 363 | $13.0K | 0.00% | +49+15.6% | Added |
| State of Wyoming | 292 | $14.0K | 0.00% | +35+13.6% | Added |
| Barrett & Company, Inc. | 300 | $14.4K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $14.4K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $14.4K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 319 | $15.3K | 0.00% | −36−10.1% | Reduced |
| Rosenberg Matthew Hamilton | 320 | $15.3K | 0.00% | 00.0% | Unchanged |