| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 0 | $35 | 0.00% | 0 | New |
| Beacon Capital Management, LLC | 1 | $315 | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 185,576 | $589 | 0.00% | +185,576 | New |
| Tfo-TDC, LLC | 2 | $630 | 0.00% | +1+100.0% | Added |
| Macroview Investment Management LLC | 2 | $631 | 0.00% | −38−95.0% | Reduced |
| Tradewinds Capital Management, LLC | 2 | $631 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $945 | 0.00% | – | – |
| Strengthening Families & Communities, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Avion Wealth | 4 | $1.00K | 0.00% | +4 | New |
| Evolution Advisers, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Caldwell Sutter Capital, Inc. | 4 | $1.26K | 0.00% | −496−99.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 4 | $1.26K | 0.00% | −12−75.0% | Reduced |
| Rise Advisors, LLC | 5 | $1.57K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7 | $2.21K | 0.00% | −120−94.5% | Reduced |
| West Paces Advisors Inc. | 7 | $2.21K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 7 | $2.21K | 0.00% | +7 | New |
| Morton Brown Family Wealth, LLC | 7 | $2.21K | 0.00% | +7 | New |
| Horan Securities, Inc. | 9 | $2.84K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $2.84K | 0.00% | +6+200.0% | Added |
| TSFG, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 10 | $3.15K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $3.15K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 12 | $3.78K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 12 | $3.78K | 0.00% | +5+71.4% | Added |
| Hoey Investments, Inc | 13 | $4.10K | 0.00% | −200−93.9% | Reduced |
| Lee Financial Co | 13 | $4.10K | 0.00% | −3−18.8% | Reduced |
| Kozak & Associates, Inc. | 13 | $4.10K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 14 | $4.41K | 0.00% | −2−12.5% | Reduced |
| Motco | 14 | $4.41K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 315 | $4.61K | 0.20% | +26+9.0% | Added |
| North Star Investment Management Corp. | 15 | $4.73K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 15 | $4.73K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 15 | $4.73K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 16 | $5.04K | 0.00% | −33,219−100.0% | Reduced |
| Colonial Trust Advisors | 16 | $5.04K | 0.00% | −5−23.8% | Reduced |
| Okabena Investment Services Inc | 16 | $5.04K | 0.00% | +9+128.6% | Added |
| DT Investment Partners, LLC | 15 | $5.17K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 18 | $5.67K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 18 | $5.67K | 0.00% | +18 | New |
| Carmichael Hill & Associates, Inc. | 18 | $5.67K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 19 | $5.98K | 0.00% | +19 | New |
| Raleigh Capital Management Inc. | 19 | $5.99K | 0.00% | +19 | New |
| Hartford Financial Management Inc. | 19 | $5.99K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 19 | $5.99K | 0.00% | +15+375.0% | Added |
| Coston, McIsaac & Partners | 21 | $6.00K | 0.00% | +7+50.0% | Added |
| Belmont Capital, LLC | 20 | $6.30K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 22 | $6.93K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 22 | $6.93K | 0.00% | +22 | New |
| Versant Capital Management, Inc | 24 | $7.56K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 24 | $7.56K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 24 | $7.56K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 25 | $7.88K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $7.88K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 25 | $7.88K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 26 | $8.19K | 0.00% | +26 | New |
| Coastal Capital Group, Inc. | 30 | $9.45K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 30 | $9.45K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 31 | $9.77K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 31 | $9.77K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 31 | $9.77K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 31 | $10.0K | 0.00% | +9+40.9% | Added |
| ICA Group Wealth Management, LLC | 32 | $10.1K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 32 | $10.1K | 0.01% | +32 | New |
| Schubert & Co | 33 | $10.4K | 0.01% | −8−19.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 34 | $11.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 36 | $11.3K | 0.01% | +6+20.0% | Added |
| Oakworth Capital, Inc. | 38 | $12.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 39 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 40 | $12.6K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 41 | $12.9K | 0.01% | +41 | New |
| Horizon Bancorp Inc | 43 | $14.0K | 0.01% | −23−34.8% | Reduced |
| Asset Dedication, LLC | 44 | $14.0K | 0.00% | +44 | New |
| Focused Wealth Management, Inc | 45 | $14.2K | 0.00% | −220−83.0% | Reduced |
| Quent Capital, LLC | 45 | $14.2K | 0.00% | −16−26.2% | Reduced |
| WR Wealth Planners, LLC | 46 | $14.5K | 0.01% | +46 | New |
| MCF Advisors LLC | 46 | $14.5K | 0.00% | +39+557.1% | Added |
| Johnson Midwest Financial, LLC | 49 | $15.4K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 50 | $15.8K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 50 | $15.8K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 51 | $16.1K | 0.00% | −3−5.6% | Reduced |
| Raffa Wealth Management, LLC | 51 | $16.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 51 | $16.1K | 0.00% | +13+34.2% | Added |
| Manchester Capital Management LLC | 54 | $17.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 57 | $18.0K | 0.00% | −6−9.5% | Reduced |
| Financial Management Professionals, Inc. | 56 | $18.0K | 0.00% | −17−23.3% | Reduced |
| 25 LLC | 54 | $18.6K | 0.01% | +54 | New |
| First National Bank of South Miami | 62 | $19.5K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 65 | $20.5K | 0.01% | −4−5.8% | Reduced |
| GHP Investment Advisors, Inc. | 65 | $20.5K | 0.00% | +23+54.8% | Added |
| TD Ameritrade Investment Management, LLC | 66 | $21.0K | 0.00% | −31−32.0% | Reduced |
| Atlantic Trust, LLC | 67 | $21.1K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 69 | $21.7K | 0.00% | −1,591−95.8% | Reduced |
| Estabrook Capital Management | 69 | $21.7K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 74 | $23.3K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 75 | $23.6K | 0.01% | −15−16.7% | Reduced |
| First Command Bank | 75 | $23.6K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 75 | $23.6K | 0.00% | 00.0% | Unchanged |