| Cranbrook Wealth Management, LLC | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $104 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 4 | $138 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $139 | 0.00% | +3+300.0% | Added |
| Anfield Capital Management, LLC | 6 | $207 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6 | $207 | 0.00% | +6 | New |
| City State Bank | 6 | $207 | 0.00% | +6 | New |
| Pacific Center for Financial Services | 6 | $208 | 0.00% | −36−85.7% | Reduced |
| Manchester Capital Management LLC | 6 | $208 | 0.00% | −17−73.9% | Reduced |
| Salem Investment Counselors Inc | 6 | $208 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6 | $208 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 6 | $232 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8 | $276 | 0.00% | −381−97.9% | Reduced |
| McIlrath & Eck, LLC | 10 | $346 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 11 | $380 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 12 | $415 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 12 | $415 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 12 | $415 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 12 | $415 | 0.00% | +12 | New |
| TD Capital Management LLC | 13 | $432 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 13 | $449 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $519 | 0.00% | −2−11.8% | Reduced |
| New England Capital Financial Advisors LLC | 15 | $519 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 17 | $588 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 18 | $622 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 20 | $691 | 0.00% | +20 | New |
| Evermay Wealth Management LLC | 21 | $726 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 27 | $933 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 28 | $968 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $1.00K | 0.00% | +16+145.5% | Added |
| Contravisory Investment Management, Inc. | 30 | $1.04K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 33 | $1.06K | 0.00% | +33 | New |
| Quent Capital, LLC | 32 | $1.11K | 0.00% | −116−78.4% | Reduced |
| Storebrand Asset Management AS | 32 | $1.11K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 32 | $1.11K | 0.00% | +15+88.2% | Added |
| DiNuzzo Private Wealth, Inc. | 33 | $1.14K | 0.00% | +21+175.0% | Added |
| Princeton Global Asset Management LLC | 37 | $1.28K | 0.00% | +37 | New |
| Caldwell Sutter Capital, Inc. | 40 | $1.38K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 42 | $1.45K | 0.00% | +30+250.0% | Added |
| Farmers & Merchants Investments Inc | 43 | $1.49K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 43 | $1.49K | 0.00% | +43 | New |
| International Assets Investment Management, LLC | 44 | $1.52K | 0.00% | +44 | New |
| National Bank of Canada | 45 | $1.55K | 0.00% | −11,253−99.6% | Reduced |
| Wolff Wiese Magana LLC | 48 | $1.66K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 48 | $1.66K | 0.00% | +48 | New |
| Laurel Wealth Advisors LLC | 50 | $1.73K | 0.00% | +50 | New |
| Triad Wealth Partners, LLC | 52 | $1.80K | 0.00% | +52 | New |
| WealthCollab, LLC | 54 | $1.87K | 0.00% | −120−69.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 78 | $2.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 58 | $2.00K | 0.00% | −863−93.7% | Reduced |
| Key Financial Inc | 59 | $2.04K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 60 | $2.07K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 62 | $2.14K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 62 | $2.14K | 0.00% | +42+210.0% | Added |
| LRI Investments, LLC | 63 | $2.18K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 64 | $2.21K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 68 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 69 | $2.38K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 76 | $2.63K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 78 | $2.69K | 0.00% | +17+27.9% | Added |
| EverSource Wealth Advisors, LLC | 84 | $2.72K | 0.00% | +61+265.2% | Added |
| GHP Investment Advisors, Inc. | 81 | $2.80K | 0.00% | −245−75.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 86 | $2.97K | 0.00% | +86 | New |
| Gilliland Jeter Wealth Management LLC | 88 | $3.04K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 90 | $3.11K | 0.00% | +12+15.4% | Added |
| Private Trust Co NA | 95 | $3.28K | 0.00% | −6−5.9% | Reduced |
| Geneos Wealth Management Inc. | 97 | $3.35K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $3.46K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 100 | $3.46K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $3.46K | 0.00% | +100 | New |
| Salomon & Ludwin, LLC | 103 | $3.56K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 106 | $3.66K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 107 | $3.70K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 108 | $3.73K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 110 | $3.80K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 111 | $3.84K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 117 | $4.04K | 0.00% | +33+39.3% | Added |
| Private Wealth Management Group, LLC | 121 | $4.18K | 0.00% | +71+142.0% | Added |
| Continuum Advisory, LLC | 125 | $4.32K | 0.00% | +12+10.6% | Added |
| AdvisorNet Financial, Inc | 125 | $4.32K | 0.00% | +36+40.4% | Added |
| Fortis Group Advisors, LLC | 127 | $4.39K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 140 | $4.84K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 144 | $4.98K | 0.00% | −352−71.0% | Reduced |
| Venturi Wealth Management, LLC | 151 | $5.22K | 0.00% | +151 | New |
| Atlas Capital Advisors LLC | 153 | $5.29K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 160 | $5.53K | 0.00% | −45−22.0% | Reduced |
| PFS Partners, LLC | 162 | $5.60K | 0.00% | 00.0% | Unchanged |
| Natixis | 163 | $5.63K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 165 | $5.70K | 0.00% | −154−48.3% | Reduced |
| Hobbs Group Advisors, LLC | 172 | $5.94K | 0.00% | +172 | New |
| Massmutual Trust Co FSB | 187 | $6.46K | 0.00% | −60−24.3% | Reduced |
| Unique Wealth Strategies, LLC | 169 | $6.54K | 0.00% | +169 | New |
| FSC Wealth Advisors, LLC | 196 | $6.77K | 0.01% | −73−27.1% | Reduced |
| Whittier Trust Co | 200 | $6.91K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 202 | $6.98K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 203 | $7.02K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 216 | $7.46K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 230 | $7.95K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 237 | $8.19K | 0.02% | +237 | New |
| Valley National Advisers Inc | 264 | $9.00K | 0.00% | 00.0% | Unchanged |