| Acadian Asset Management LLC | 5 | $0 | 0.00% | −620−99.2% | Reduced |
| Foster Dykema Cabot & Co Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 21 | $0 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 29 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | +2 | New |
| Arcadia Investment Management Corp | 2 | $26 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $26 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 2 | $26 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 3 | $38 | 0.00% | −326−99.1% | Reduced |
| 25 LLC | 7 | $92 | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 8 | $101 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 10 | $126 | 0.00% | +10 | New |
| Atticus Wealth Management, LLC | 12 | $151 | 0.00% | −102−89.5% | Reduced |
| Northwest Bank & Trust Co | 14 | $175 | 0.00% | +14 | New |
| Your Advocates Ltd., LLP | 14 | $176 | 0.00% | +14 | New |
| Eukles Asset Management | 19 | $238 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 20 | $251 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 24 | $301 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 24 | $301 | 0.00% | +24 | New |
| Union Savings Bank | 24 | $313 | 0.00% | +24 | New |
| Acima Private Wealth, LLC | 28 | $351 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 29 | $364 | 0.00% | +28+2,800.0% | Added |
| Comerica Bank | 288,070 | $378 | 0.04% | +288,070 | New |
| Hoertkorn Richard Charles | 37 | $464 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 40 | $502 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 41 | $514 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 41 | $514 | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 44 | $552 | 0.00% | −138−75.8% | Reduced |
| ZRC Wealth Management, LLC | 44 | $552 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 52 | $653 | 0.00% | +28+116.7% | Added |
| Ridgewood Investments LLC | 55 | $685 | 0.00% | −49−47.1% | Reduced |
| Ruedi Wealth Management, Inc. | 59 | $740 | 0.00% | −48−44.9% | Reduced |
| America First Investment Advisors, LLC | 61 | $765 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 61 | $765 | 0.00% | 00.0% | Unchanged |
| Savior LLC | 61 | $765 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 61 | $765 | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 66 | $828 | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 70 | $878 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 70 | $878 | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 71 | $890 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 71 | $891 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 72 | $903 | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 72 | $903 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 72 | $903 | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 74 | $928 | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 41 | $1.00K | 0.00% | −30−42.3% | Reduced |
| Evolution Advisers, Inc. | 127 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 95 | $1.04K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 84 | $1.05K | 0.00% | −22−20.8% | Reduced |
| Cedar Mountain Advisors, LLC | 86 | $1.08K | 0.00% | +11+14.7% | Added |
| Perkins Coie Trust Co | 87 | $1.09K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 90 | $1.13K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 90 | $1.13K | 0.00% | +90 | New |
| Iron Horse Wealth Management, LLC | 96 | $1.20K | 0.00% | −48−33.3% | Reduced |
| IMA Wealth, Inc. | 96 | $1.20K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 99 | $1.24K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $1.25K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 102 | $1.28K | 0.00% | +102 | New |
| Heritage Wealth Advisors | 110 | $1.38K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 112 | $1.40K | 0.00% | −7−5.9% | Reduced |
| Granite FO LLC | 114 | $1.43K | 0.00% | −150−56.8% | Reduced |
| Activest Wealth Management | 39 | $1.44K | 0.00% | +39 | New |
| Systematic Financial Management LP | 120 | $1.50K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 120 | $1.50K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 126 | $1.58K | 0.00% | +106+530.0% | Added |
| NVWM, LLC | 127 | $1.59K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 127 | $1.59K | 0.00% | +65+104.8% | Added |
| Copeland Capital Management, LLC | 133 | $1.67K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 139 | $1.74K | 0.00% | −260−65.2% | Reduced |
| Providence Capital Advisors, LLC | 139 | $1.74K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 139 | $1.74K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 144 | $1.81K | 0.00% | −52−26.5% | Reduced |
| Fairfield, Bush & Co. | 145 | $1.82K | 0.00% | +145 | New |
| First Pacific Financial | 145 | $1.82K | 0.00% | +145 | New |
| Fairfield Financial Advisors, LTD | 147 | $1.84K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 154 | $1.93K | 0.00% | +154 | New |
| 1832 Asset Management L.P. | 155 | $1.94K | 0.00% | −108−41.1% | Reduced |
| Live Oak Investment Partners | – | $1.99K | 0.00% | – | – |
| Legend Financial Advisors, Inc. | 159 | $1.99K | 0.00% | −11−6.5% | Reduced |
| Winch Advisory Services, LLC | 133 | $2.00K | 0.00% | −71−34.8% | Reduced |
| Roble, Belko & Company, Inc | 192 | $2.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 169 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 213 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 165 | $2.00K | 0.00% | +165 | New |
| SkyView Investment Advisors, LLC | 122 | $2.00K | 0.00% | +122 | New |
| Johnson Financial Group, Inc. | 161 | $2.02K | 0.00% | −297−64.8% | Reduced |
| Robbins Farley LLC | 162 | $2.03K | 0.00% | +120+285.7% | Added |
| Missouri Trust & Investment Co | 164 | $2.06K | 0.00% | +164 | New |
| Raffa Wealth Management, LLC | 169 | $2.12K | 0.00% | −69−29.0% | Reduced |
| Trifecta Capital Advisors, LLC | 174 | $2.18K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 180 | $2.26K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 185 | $2.32K | 0.00% | −74−28.6% | Reduced |
| Atlas Capital Advisors LLC | 194 | $2.43K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $2.51K | 0.00% | −300−60.0% | Reduced |
| Insight Financial Services | 205 | $2.57K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 224 | $2.81K | 0.00% | 00.0% | Unchanged |