| Concord Wealth Partners | 1,229 | $25.6K | 0.00% | +1,229 | New |
| Crowley Wealth Management, Inc. | 1,250 | $26.0K | 0.02% | +1,250 | New |
| Ameriflex Group, Inc. | 1,264 | $26.8K | 0.01% | −1,083−46.1% | Reduced |
| Trifecta Capital Advisors, LLC | 1,300 | $27.1K | 0.00% | +1,300 | New |
| Sierra Ocean, LLC | 1,353 | $28.2K | 0.02% | +1,353 | New |
| SJS Investment Consulting Inc. | 1,375 | $28.6K | 0.00% | +1,375 | New |
| Bayforest Capital Ltd | 1,467 | $30.5K | 0.01% | +1,467 | New |
| Nexus Investment Management ULC | 1,650 | $31.1K | 0.00% | +1,650 | New |
| Wealth Preservation Advisors, LLC | 1,578 | $32.9K | 0.02% | +1,578 | New |
| SRS Capital Advisors, Inc. | 1,616 | $33.6K | 0.00% | +1,616 | New |
| Principal Securities, Inc. | 1,681 | $35.0K | 0.00% | +1,681 | New |
| Gen-Wealth Partners Inc | 1,700 | $35.4K | 0.01% | +1,700 | New |
| Central Trust Co | 1,790 | $37.3K | 0.00% | +1,790 | New |
| Cary Street Partner Investment Advisory LLC | 1,887 | $39.3K | 0.02% | +1,887 | New |
| AdvisorNet Financial, Inc | 1,890 | $39.4K | 0.00% | +1,890 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,946 | $40.5K | 0.01% | +1,946 | New |
| GFG Capital, LLC | 2,000 | $41.6K | 0.01% | +2,000 | New |
| GoalVest Advisory LLC | 2,000 | $41.6K | 0.01% | +2,000 | New |
| LRI Investments, LLC | 2,070 | $43.1K | 0.00% | +2,070 | New |
| Louisbourg Investments Inc. | 2,125 | $44.2K | 0.01% | +2,125 | New |
| Innovative Advisory Group, LLC | 2,144 | $44.6K | 0.04% | +2,144 | New |
| Whittier Trust Co | 2,252 | $46.9K | 0.00% | +2,252 | New |
| Stone House Investment Management, LLC | 2,290 | $47.7K | 0.01% | +2,290 | New |
| Main Street Group, LTD | 2,360 | $49.1K | 0.02% | +2,360 | New |
| Johnson Financial Group, Inc. | 2,381 | $49.6K | 0.00% | +2,381 | New |
| Financial Management Professionals, Inc. | 2,433 | $50.7K | 0.01% | +2,433 | New |
| CIBC Private Wealth Group, LLC | 2,515 | $52.3K | 0.00% | +2,515 | New |
| New Vernon Capital Holdings II LLC | 2,522 | $52.5K | 0.03% | +2,522 | New |
| EverSource Wealth Advisors, LLC | 2,553 | $53.2K | 0.00% | +2,553 | New |
| Massmutual Trust Co FSB | 2,581 | $53.7K | 0.00% | +2,581 | New |
| Bruce G. Allen Investments, LLC | 2,918 | $60.8K | 0.05% | +2,918 | New |
| WealthCollab, LLC | 2,932 | $61.0K | 0.03% | +2,932 | New |
| Cromwell Holdings LLC | 3,062 | $63.8K | 0.04% | +3,062 | New |
| Penserra Capital Management LLC | 3,297 | $68.0K | 0.00% | +3,297 | New |
| AlphaCore Capital LLC | 3,275 | $68.2K | 0.00% | +3,275 | New |
| Trust Co of Vermont | 3,400 | $70.8K | 0.00% | +3,400 | New |
| JNBA Financial Advisors | 3,556 | $74.0K | 0.01% | +3,556 | New |
| Parallel Advisors, LLC | 3,633 | $75.6K | 0.00% | +3,633 | New |
| Solstein Capital, LLC | 3,750 | $78.1K | 0.04% | +3,750 | New |
| Asset Dedication, LLC | 3,768 | $78.5K | 0.01% | +3,768 | New |
| Graham Capital Management, L.P. | 4,175 | $86.9K | 0.00% | +4,175 | New |
| McIlrath & Eck, LLC | 4,284 | $89.2K | 0.01% | +4,284 | New |
| Park Square Financial Group, LLC | 4,546 | $94.7K | 0.07% | +4,546 | New |
| Versant Capital Management, Inc | 4,579 | $95.3K | 0.01% | +4,579 | New |
| Newbridge Financial Services Group, Inc. | 4,651 | $96.8K | 0.02% | +4,651 | New |
| Baader Bank INC | 11,247 | $105.9K | 0.01% | +11,247 | New |
| Global Retirement Partners, LLC | 5,147 | $107.2K | 0.00% | +5,147 | New |
| Moser Wealth Advisors, LLC | 5,515 | $114.8K | 0.06% | +5,515 | New |
| Rhumbline Advisers | 5,621 | $117.0K | 0.00% | +5,621 | New |
| Trust Co of Toledo NA | 5,650 | $117.6K | 0.01% | +5,650 | New |
| Shell Asset Management Co | 5,700 | $118.0K | 0.00% | +5,700 | New |
| Bogart Wealth, LLC | 6,224 | $129.6K | 0.01% | +6,224 | New |
| Fifth Third Bancorp | 6,359 | $132.4K | 0.00% | +6,359 | New |
| Valley National Advisers Inc | 6,530 | $135.0K | 0.02% | +6,530 | New |
| Zions Bancorporation, National Association | 6,765 | $140.8K | 0.01% | +6,765 | New |
| IFP Advisors, Inc | 6,914 | $144.0K | 0.00% | +6,914 | New |
| Eisler Capital Management Ltd. | 6,991 | $145.6K | 0.01% | +6,991 | New |
| Westpac Banking Corp | 7,115 | $148.1K | 0.01% | +7,115 | New |
| Bullock Wealth Management Group | 7,310 | $152.4K | 0.08% | −472−6.1% | Reduced |
| MAI Capital Management | 7,785 | $162.1K | 0.00% | +7,785 | New |
| City State Bank | 7,800 | $162.4K | 0.05% | +7,800 | New |
| Compagnie Lombard Odier SCmA | 7,849 | $163.1K | 0.00% | +7,849 | New |
| Perkins Coie Trust Co | 8,025 | $167.0K | 0.03% | +8,025 | New |
| Brown Brothers Harriman & Co | 8,379 | $174.5K | 0.00% | +8,379 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 8,646 | $179.6K | 0.01% | +8,646 | New |
| Creative Financial Designs Inc | 9,108 | $189.6K | 0.01% | +9,108 | New |
| Banque Transatlantique SA | 9,550 | $199.0K | 0.01% | +9,550 | New |
| Independent Advisor Alliance | 9,697 | $201.9K | 0.01% | +9,697 | New |
| Avantax Planning Partners, Inc. | 9,936 | $206.9K | 0.01% | +9,936 | New |
| Brave Asset Management Inc | 10,000 | $208.2K | 0.06% | +10,000 | New |
| Fiera Capital Corp | 10,077 | $209.7K | 0.00% | +10,077 | New |
| Fortis Group Advisors, LLC | 9,970 | $210.6K | 0.04% | +9,970 | New |
| E&G Advisors, LP | 10,200 | $212.4K | 0.06% | +10,200 | New |
| Miller Financial Services LLC | 10,318 | $214.8K | 0.27% | +10,318 | New |
| Farther Finance Advisors, LLC | 10,324 | $214.9K | 0.00% | +10,324 | New |
| Beirne Wealth Consulting Services, LLC | 10,366 | $215.8K | 0.07% | +10,366 | New |
| Sunbelt Securities, Inc. | 13,951 | $216.2K | 0.02% | +13,951 | New |
| New Wave Wealth Advisors LLC | 10,425 | $217.0K | 0.09% | +10,425 | New |
| Evelyn Partners Investment Management LLP | 10,436 | $217.4K | 0.01% | +10,436 | New |
| Cantor Fitzgerald, L. P. | 10,501 | $218.6K | 0.01% | +10,501 | New |
| NWF Advisory Services Inc. | 10,542 | $219.5K | 0.03% | −36,650−77.7% | Reduced |
| Byrne Asset Management LLC | 10,570 | $220.1K | 0.15% | +10,570 | New |
| Horizon Kinetics Asset Management LLC | 10,600 | $220.7K | 0.00% | +10,600 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 10,629 | $221.3K | 0.02% | +10,629 | New |
| Quilter Plc | 10,632 | $221.5K | 0.00% | +10,632 | New |
| Checchi Capital Advisers, LLC | 10,645 | $221.6K | 0.02% | +10,645 | New |
| Parallax Volatility Advisers, L.P. | 10,678 | $222.3K | 0.01% | +10,678 | New |
| CoreCap Advisors, LLC | 10,743 | $223.7K | 0.01% | +10,743 | New |
| Axxcess Wealth Management, LLC | 10,800 | $224.9K | 0.01% | +10,800 | New |
| Pacific Sage Partners, LLC | 10,914 | $227.2K | 0.05% | +10,914 | New |
| Net Worth Advisory Group | 10,962 | $228.2K | 0.05% | +10,962 | New |
| Diversify Advisory Services, LLC | 9,835 | $231.1K | 0.01% | +9,835 | New |
| Jacobi Capital Management LLC | 11,113 | $231.4K | 0.02% | +11,113 | New |
| Aegis Wealth Management LLC | 12,000 | $233.3K | 0.14% | +12,000 | New |
| Forum Financial Management, LP | 11,384 | $237.0K | 0.00% | +11,384 | New |
| Legacy Financial Advisors, Inc. | 11,388 | $237.1K | 0.04% | −1,906−14.3% | Reduced |
| NBC Securities, Inc. | 11,743 | $244.0K | 0.02% | +11,743 | New |
| Lester Murray Antman dba SimplyRich | 11,843 | $246.0K | 0.07% | +11,843 | New |
| Chemistry Wealth Management LLC | 11,833 | $246.4K | 0.05% | +11,833 | New |
| Vestmark Advisory Solutions, Inc. | 12,308 | $256.3K | 0.00% | +12,308 | New |
