| Raffa Wealth Management, LLC | 27 | $2.20K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 19 | $2.00K | 0.00% | −1,118−98.3% | Reduced |
| MUFG Americas Holdings Corp | 23 | $2.00K | 0.00% | −27−54.0% | Reduced |
| Duncker Streett & Co Inc | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 25 | $2.00K | 0.00% | −2−7.4% | Reduced |
| Country Trust Bank | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $2.00K | 0.00% | −1−4.8% | Reduced |
| Benjamin Edwards Inc | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 19 | $2.00K | 0.00% | −1−5.0% | Reduced |
| Aua Capital Management, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Motco | 22 | $2.00K | 0.00% | +11+100.0% | Added |
| Tortoise Investment Management, LLC | 28 | $2.00K | 0.00% | +21+300.0% | Added |
| Compagnie Lombard Odier SCmA | 34 | $2.00K | 0.00% | +13+61.9% | Added |
| Axim Planning & Wealth | 22 | $2.00K | 0.00% | +8+57.1% | Added |
| Endurance Wealth Management, Inc. | 27 | $2.00K | 0.00% | +26+2,600.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 23 | $2.00K | 0.00% | +19+475.0% | Added |
| Asset Dedication, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Atlantic Trust, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Cary Street Partners Asset Management LLC | 28 | $2.00K | 0.00% | +28 | New |
| Leonteq Securities AG | 21 | $1.71K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 18 | $1.46K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 17 | $1.38K | 0.00% | −8−32.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 17 | $1.38K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 12 | $1.01K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 15 | $1.00K | 0.00% | −295−95.2% | Reduced |
| Evoke Wealth, LLC | 8 | $1.00K | 0.00% | −172−95.6% | Reduced |
| Pacific Center for Financial Services | 7 | $1.00K | 0.00% | −60−89.6% | Reduced |
| HHM Wealth Advisors, LLC | 7 | $1.00K | 0.00% | −51−87.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 14 | $1.00K | 0.00% | −10−41.7% | Reduced |
| High Net Worth Advisory Group LLC | 10 | $1.00K | 0.00% | −14−58.3% | Reduced |
| Hallmark Capital Management Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 9 | $1.00K | 0.00% | −5−35.7% | Reduced |
| American Research & Management Co. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 18 | $1.00K | 0.00% | −2−10.0% | Reduced |
| O'Dell Group, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9 | $1.00K | 0.00% | +8+800.0% | Added |
| Creative Financial Designs Inc | 8 | $1.00K | 0.00% | +2+33.3% | Added |
| Lazard Asset Management LLC | 18 | $1.00K | 0.00% | +7+63.6% | Added |
| RE Dickinson Investment Advisors, LLC | 9 | $1.00K | 0.00% | +6+200.0% | Added |
| American National Bank | 17 | $1.00K | 0.00% | +17 | New |
| Adirondack Retirement Specialists, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 19 | $1.00K | 0.00% | +19 | New |
| New Millennium Group LLC | 18 | $1.00K | 0.00% | +18 | New |
| Archer Investment Corp | 11 | $895 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $814 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 8 | $651 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 5 | $409 | 0.00% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 3 | $245 | 0.00% | +3 | New |
| Acima Private Wealth, LLC | 2 | $163 | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2 | $163 | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 2 | $162 | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 6 | $0 | 0.00% | −62−91.2% | Reduced |
| GHP Investment Advisors, Inc. | 4 | $0 | 0.00% | −16−80.0% | Reduced |
| CNB Bank | 5 | $0 | 0.00% | −3−37.5% | Reduced |
| Iron Horse Wealth Management, LLC | 6 | $0 | 0.00% | −4−40.0% | Reduced |
| Beacon Capital Management, LLC | 17 | $0 | 0.00% | −2−10.5% | Reduced |
| South State Corp. | 1 | $0 | 0.00% | −5−83.3% | Reduced |
| Howe & Rusling Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |