| JTC Employer Solutions Trusteee Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| Ancora Advisors, LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1 | $12 | 0.00% | −3−75.0% | Reduced |
| Thompson Investment Management, Inc. | 1 | $13 | 0.00% | −2−66.7% | Reduced |
| New York State Common Retirement Fund | 1 | $112 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 0 | $122 | 0.00% | −1−100.0% | Reduced |
| Rothschild Investment LLC | 1 | $130 | 0.00% | −3−75.0% | Reduced |
| Cape Investment Advisory, Inc. | 1 | $130 | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 1 | $130 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $131 | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2 | $260 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $261 | 0.00% | −2−50.0% | Reduced |
| Frazier Financial Advisors, LLC | 3 | $391 | 0.00% | −12−80.0% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $391 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $391 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 3 | $391 | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 4 | $520 | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 6 | $719 | 0.00% | +1+20.0% | Added |
| Glen Eagle Advisors, LLC | 6 | $788 | 0.00% | −11−64.7% | Reduced |
| Montag A & Associates Inc | 7 | $863 | 0.00% | +2+40.0% | Added |
| JFS Wealth Advisors, LLC | 7 | $912 | 0.00% | −7−50.0% | Reduced |
| Darwin Advisors, LLC | 8 | $989 | 0.00% | +8 | New |
| Naples Money Management LLC | 8 | $1.04K | 0.00% | −1−11.1% | Reduced |
| Laurel Wealth Advisors LLC | 8 | $1.04K | 0.00% | +8 | New |
| Ransom Advisory, Ltd | 9 | $1.17K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 9 | $1.17K | 0.00% | +3+50.0% | Added |
| ClariVest Asset Management LLC | 7 | $1.17K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10 | $1.30K | 0.00% | −36−78.3% | Reduced |
| Financial Gravity Companies, Inc. | 11 | $1.43K | 0.00% | +11 | New |
| SWAN Capital LLC | 11 | $1.49K | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 12 | $1.51K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $1.82K | 0.00% | +6+75.0% | Added |
| Bokf, NA | 14 | $1.89K | 0.00% | −20,000−99.9% | Reduced |
| Harbor Investment Advisory, LLC | 15 | $1.95K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $1.95K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 15 | $1.95K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 15 | $2.02K | 0.00% | +15 | New |
| CIBC Private Wealth Group, LLC | 16 | $2.08K | 0.00% | −319−95.2% | Reduced |
| Wolff Wiese Magana LLC | 16 | $2.08K | 0.00% | +16 | New |
| ORG Partners LLC | 16 | $2.13K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17 | $2.21K | 0.00% | +17 | New |
| Farmers & Merchants Investments Inc | 18 | $2.34K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 20 | $2.60K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 25 | $3.26K | 0.00% | +5+25.0% | Added |
| Gen-Wealth Partners Inc | 26 | $3.28K | 0.00% | −20−43.5% | Reduced |
| Ashton Thomas Securities, LLC | 27 | $3.52K | 0.00% | +27 | New |
| Planned Solutions, Inc. | 27 | $3.52K | 0.00% | +27 | New |
| Venturi Wealth Management, LLC | 27 | $3.52K | 0.00% | +27 | New |
| Evergreen Private Wealth LLC | 28 | $3.65K | 0.00% | −2−6.7% | Reduced |
| Planning Capital Management Corp | 32 | $4.21K | 0.00% | +32 | New |
| Park Place Capital Corp | 33 | $4.30K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 33 | $4.30K | 0.00% | +33 | New |
| Continuum Advisory, LLC | 35 | $4.58K | 0.00% | +21+150.0% | Added |
| Addison Advisors LLC | 37 | $4.82K | 0.00% | −5−11.9% | Reduced |
| Sachetta, LLC | 37 | $4.82K | 0.00% | +27+270.0% | Added |
| AdvisorNet Financial, Inc | 44 | $5.73K | 0.00% | +6+15.8% | Added |
| Coppell Advisory Solutions LLC | 51 | $6.67K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 53 | $6.90K | 0.00% | +32+152.4% | Added |
| Spire Wealth Management | 59 | $7.62K | 0.00% | +31+110.7% | Added |
| FNY Investment Advisers, LLC | 66 | $8.00K | 0.00% | +66 | New |
| Versant Capital Management, Inc | 62 | $8.07K | 0.00% | +57+1,140.0% | Added |
| TruNorth Capital Management, LLC | 73 | $9.51K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 73 | $9.52K | 0.00% | −98−57.3% | Reduced |
| Massmutual Trust Co FSB | 78 | $10.2K | 0.00% | +43+122.9% | Added |
| Criterion Capital Advisors, LLC | 62 | $10.4K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 88 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 93 | $12.1K | 0.00% | −14−13.1% | Reduced |
| WealthCollab, LLC | 93 | $12.1K | 0.01% | −20−17.7% | Reduced |
| Larson Financial Group LLC | 94 | $12.2K | 0.00% | +92+4,600.0% | Added |
| Eagle Bay Advisors LLC | 98 | $12.8K | 0.00% | −8−7.5% | Reduced |
| IAG Wealth Partners, LLC | 102 | $13.3K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 107 | $13.9K | 0.00% | −248−69.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 128 | $16.7K | 0.00% | +8+6.7% | Added |
| Rosenberg Matthew Hamilton | 139 | $18.1K | 0.00% | +117+531.8% | Added |
| Geneos Wealth Management Inc. | 140 | $18.2K | 0.00% | +49+53.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 149 | $19.4K | 0.00% | +149 | New |
| Plante Moran Financial Advisors, LLC | 150 | $19.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 151 | $19.7K | 0.00% | −31−17.0% | Reduced |
| Clearstead Advisors, LLC | 157 | $20.5K | 0.00% | −66−29.6% | Reduced |
| Reston Wealth Management LLC | 158 | $20.6K | 0.01% | +158 | New |
| Credit Agricole S A | 160 | $20.8K | 0.00% | +160 | New |
| Hilltop National Bank | 162 | $21.1K | 0.01% | +162 | New |
| Rise Advisors, LLC | 178 | $23.2K | 0.01% | +3+1.7% | Added |
| Hexagon Capital Partners LLC | 197 | $25.7K | 0.01% | +162+462.9% | Added |
| Stone House Investment Management, LLC | 202 | $26.3K | 0.01% | +202 | New |
| Contravisory Investment Management, Inc. | 207 | $27.0K | 0.01% | 00.0% | Unchanged |
| Adams Natural Resources Fund, Inc. | 225 | $29.3K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 229 | $29.8K | 0.07% | −177−43.6% | Reduced |
| Global Retirement Partners, LLC | 229 | $29.8K | 0.00% | −37−13.9% | Reduced |
| Umb Bank N A | 231 | $30.1K | 0.00% | +101+77.7% | Added |
| FinTrust Capital Advisors, LLC | 236 | $30.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 245 | $31.9K | 0.00% | +29+13.4% | Added |
| Spartan Fund Management Inc. | 264 | $34.4K | 0.10% | +264 | New |
| Private Trust Co NA | 270 | $35.2K | 0.00% | +268+13,400.0% | Added |
| SRS Capital Advisors, Inc. | 282 | $36.7K | 0.00% | +7+2.5% | Added |
| Steward Partners Investment Advisory, LLC | 293 | $38.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 296 | $38.5K | 0.00% | +296 | New |
| Rakuten Securities, Inc. | 308 | $40.1K | 0.02% | +21+7.3% | Added |
| Spirit of America Management Corp | 350 | $45.6K | 0.01% | 00.0% | Unchanged |
