| Westfuller Advisors, LLC | 1 | $209 | 0.00% | −6−85.7% | Reduced |
| Bruce G. Allen Investments, LLC | 1 | $209 | 0.00% | −3−75.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $209 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $209 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1 | $209 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1 | $209 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $209 | 0.00% | +1 | New |
| MidFirst Bank | 1 | $209 | 0.00% | +1 | New |
| Portus Wealth Advisors, LLC | 1 | $209 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $418 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 2 | $418 | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 2 | $418 | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 2 | $419 | 0.00% | −26−92.9% | Reduced |
| Dunhill Financial, LLC | 2 | $467 | 0.00% | −4−66.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $627 | 0.00% | −1−25.0% | Reduced |
| Golden State Wealth Management, LLC | 3 | $627 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $627 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $627 | 0.00% | +1+50.0% | Added |
| Wall Street Financial Group, Inc. | 3 | $627 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $628 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 3 | $628 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4 | $836 | 0.00% | +4 | New |
| Vermillion Wealth Management, Inc. | 4 | $836 | 0.00% | +4 | New |
| Nalls Sherbakoff Group, LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 5 | $1.04K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $1.05K | 0.00% | −11−68.8% | Reduced |
| Albion Financial Group | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $1.05K | 0.00% | +2+66.7% | Added |
| Clear Street Markets LLC | 8 | $1.67K | 0.00% | −68−89.5% | Reduced |
| McIlrath & Eck, LLC | 8 | $1.67K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 8 | $1.67K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $1.88K | 0.00% | +3+50.0% | Added |
| Ares Financial Consulting, LLC | 10 | $2.07K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $2.09K | 0.00% | −18−64.3% | Reduced |
| Kilter Group LLC | 10 | $2.09K | 0.00% | −1−9.1% | Reduced |
| Citizens National Bank Trust Department | 10 | $2.09K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 11 | $2.30K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 11 | $2.30K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 12 | $2.51K | 0.00% | −2−14.3% | Reduced |
| Sunbelt Securities, Inc. | 12 | $2.51K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 12 | $2.51K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13 | $2.72K | 0.00% | −11−45.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 13 | $2.72K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 14 | $2.93K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 14 | $2.93K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $3.14K | 0.00% | +1+7.1% | Added |
| Vanguard National Trust Co | 15 | $3.14K | 0.00% | +15 | New |
| Private Wealth Management Group, LLC | 15 | $3.14K | 0.00% | −14−48.3% | Reduced |
| DT Investment Partners, LLC | 15 | $3.14K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 16 | $3.35K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 16 | $3.35K | 0.00% | +16 | New |
| Signature Resources Capital Management, LLC | 16 | $3.35K | 0.00% | +16 | New |
| MV Capital Management, Inc. | 17 | $3.56K | 0.00% | −17−50.0% | Reduced |
| Southern Michigan Bank & Trust | 18 | $3.76K | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 18 | $3.76K | 0.00% | −10−35.7% | Reduced |
| Elevated Capital Advisors, LLC | 19 | $3.97K | 0.00% | −16−45.7% | Reduced |
| Harbor Investment Advisory, LLC | 20 | $4.18K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $4.18K | 0.00% | +20 | New |
| Twin Peaks Wealth Advisors, LLC | 20 | $4.18K | 0.00% | +20 | New |
| North Star Investment Management Corp. | 21 | $4.39K | 0.00% | +21 | New |
| Transamerica Financial Advisors, Inc. | 21 | $4.48K | 0.00% | +8+61.5% | Added |
| Fortitude Family Office, LLC | 25 | $5.23K | 0.00% | +22+733.3% | Added |
| Financial Consulate, Inc | 25 | $5.23K | 0.00% | +25 | New |
| LRI Investments, LLC | 26 | $5.44K | 0.00% | −286−91.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 26 | $5.44K | 0.00% | −27−50.9% | Reduced |
| Rosenberg Matthew Hamilton | 26 | $5.44K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 26 | $5.44K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 27 | $5.64K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 27 | $5.65K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $6.06K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 32 | $6.69K | 0.00% | +1+3.2% | Added |
| Private Trust Co NA | 33 | $6.90K | 0.00% | −1,193−97.3% | Reduced |
| Covestor Ltd | 32 | $7.00K | 0.00% | −3−8.6% | Reduced |
| Financial Freedom, LLC | 36 | $7.53K | 0.00% | +36 | New |
| Cornerstone Planning Group LLC | 34 | $7.77K | 0.00% | −12−26.1% | Reduced |
| Founders Capital Management | 38 | $7.95K | 0.00% | +38 | New |
| Raiffeisen Bank International AG | 47 | $9.37K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 46 | $9.62K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 53 | $11.1K | 0.00% | −4−7.0% | Reduced |
| Rossby Financial, LCC | 55 | $11.4K | 0.00% | +48+685.7% | Added |
| Entrust Financial LLC | 55 | $11.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 59 | $12.3K | 0.00% | +37+168.2% | Added |
| Horizon Financial Services, LLC | 59 | $12.3K | 0.01% | +51+637.5% | Added |
| Anchor Investment Management, LLC | 60 | $12.5K | 0.00% | −234−79.6% | Reduced |
| SBI Securities Co., Ltd. | 62 | $13.0K | 0.00% | −81−56.6% | Reduced |
| Bank of Jackson Hole Trust | 62 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 65 | $13.6K | 0.01% | −68−51.1% | Reduced |
| Community Bank, N.A. | 67 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 80 | $16.7K | 0.01% | −30−27.3% | Reduced |
| Adirondack Trust Co | 80 | $16.7K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 80 | $16.7K | 0.00% | −80−50.0% | Reduced |
| Trust Co of Toledo NA | 81 | $16.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 85 | $17.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 86 | $18.0K | 0.00% | +14+19.4% | Added |
| CVA Family Office, LLC | 90 | $18.8K | 0.00% | +39+76.5% | Added |
| Crewe Advisors LLC | 91 | $19.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 92 | $19.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 94 | $19.7K | 0.00% | −108−53.5% | Reduced |