| RE Dickinson Investment Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 6 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Webster Bank, N. A. | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 1 | $106 | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1 | $106 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Savior LLC | 1 | $108 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2 | $212 | 0.00% | +2 | New |
| Credential Qtrade Securities Inc. | 2 | $212 | 0.00% | +2 | New |
| Motco | 2 | $213 | 0.00% | −4−66.7% | Reduced |
| West Financial Advisors, LLC | 2 | $213 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 2 | $213 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $213 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $213 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2 | $213 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2 | $213 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2 | $213 | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2 | $213 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2 | $213 | 0.00% | +1+100.0% | Added |
| Tucker Asset Management LLC | 2 | $213 | 0.00% | +2 | New |
| Column Capital Advisors, LLC | 2 | $214 | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 3 | $318 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 3 | $319 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3 | $319 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 3 | $319 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $319 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 3 | $319 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3 | $319 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 3 | $321 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 4 | $323 | 0.00% | +2+100.0% | Added |
| Dougherty Wealth Advisers LLC | 4 | $425 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 4 | $426 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 4 | $430 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5 | $526 | 0.00% | −1−16.7% | Reduced |
| Northwest Capital Management Inc | 5 | $531 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 5 | $531 | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 5 | $531 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 5 | $531 | 0.00% | +5 | New |
| Quintet Private Bank (Europe) S.A. | 5 | $531 | 0.00% | +5 | New |
| Impact Partnership Wealth, LLC | 5 | $531 | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $532 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $533 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 5 | $537 | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 6 | $637 | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 6 | $638 | 0.00% | −1−14.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 6 | $638 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6 | $638 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 6 | $638 | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 6 | $638 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 6 | $638 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $640 | 0.00% | −4−40.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 6 | $644 | 0.00% | +6 | New |
| Stonebridge Capital Advisors LLC | 7 | $744 | 0.00% | −6−46.2% | Reduced |
| Concord Wealth Partners | 7 | $744 | 0.00% | −1−12.5% | Reduced |
| Pacific Center for Financial Services | 7 | $744 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 7 | $744 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 7 | $744 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 7 | $744 | 0.00% | +5+250.0% | Added |
| Cornerstone Planning Group LLC | 7 | $744 | 0.00% | +6+600.0% | Added |
| Legacy Financial Group LLC | 7 | $745 | 0.00% | +7 | New |
| Headinvest, LLC | 8 | $842 | 0.00% | +8 | New |
| Chesapeake Asset Management LLC | 8 | $850 | 0.00% | −17−68.0% | Reduced |
| Iron Horse Wealth Management, LLC | 8 | $850 | 0.00% | −1−11.1% | Reduced |
| Grayhawk Investment Strategies Inc. | 8 | $850 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $850 | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 8 | $850 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 8 | $850 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 8 | $851 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 8 | $851 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 8 | $851 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8 | $851 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 8 | $851 | 0.00% | +1+14.3% | Added |
| Edmond de Rothschild Holding S.A. | 9 | $956 | 0.00% | −16−64.0% | Reduced |
| Assetmark, Inc | 9 | $956 | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 9 | $956 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 9 | $957 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 9 | $957 | 0.00% | +9 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $958 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 9 | $969 | 0.00% | −19−67.9% | Reduced |
| Pin Oak Investment Advisors Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 16 | $1.00K | 0.00% | +5+45.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | +15 | New |
| Creative Financial Designs Inc | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $1.06K | 0.00% | +4+66.7% | Added |
| Carolinas Wealth Consulting LLC | 11 | $1.11K | 0.00% | −7−38.9% | Reduced |
| Pacifica Partners Inc. | 11 | $1.12K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 11 | $1.17K | 0.00% | −18−62.1% | Reduced |
| Chilton Capital Management LLC | 11 | $1.17K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 11 | $1.17K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 11 | $1.17K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 11 | $1.17K | 0.00% | +5+83.3% | Added |