| Perkins Coie Trust Co | 1 | $159 | 0.00% | +1 | New |
| NVWM, LLC | 1 | $160 | 0.00% | −2−66.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1 | $160 | 0.00% | +1 | New |
| Spectrum Wealth Counsel, LLC | 1 | $160 | 0.00% | +1 | New |
| Westend Capital Management, LLC | 1 | $174 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 2 | $277 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $320 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $405 | 0.00% | −3−50.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3 | $480 | 0.00% | +3 | New |
| Parallax Volatility Advisers, L.P. | 3 | $480 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 4 | $640 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 4 | $640 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $690 | 0.00% | +5 | New |
| Winnow Wealth LLC | 5 | $763 | 0.00% | +1+25.0% | Added |
| Whipplewood Advisors, LLC | 59 | $799 | 0.00% | +44+293.3% | Added |
| Kestra Investment Management, LLC | 5 | $800 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $800 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 7 | $1.12K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $1.12K | 0.00% | +5+250.0% | Added |
| First Command Advisory Services, Inc. | 7 | $1.12K | 0.00% | +7 | New |
| CBIZ Investment Advisory Services, LLC | 7 | $1.12K | 0.00% | +7 | New |
| Atwood & Palmer Inc | 7 | $1.12K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.28K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 10 | $1.60K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $1.60K | 0.00% | +7+233.3% | Added |
| Garde Capital, Inc. | 10 | $1.60K | 0.00% | +10 | New |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | −474−96.9% | Reduced |
| Roble, Belko & Company, Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 15 | $2.00K | 0.00% | +15 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 10 | $2.00K | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 15 | $2.03K | 0.00% | +13+650.0% | Added |
| GHP Investment Advisors, Inc. | 14 | $2.24K | 0.00% | +14 | New |
| Ransom Advisory, Ltd | 15 | $2.40K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 15 | $2.40K | 0.00% | +15 | New |
| Evelyn Partners Asset Management Ltd | 16 | $2.56K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 16 | $2.56K | 0.00% | +16 | New |
| Pineridge Advisors LLC | 16 | $2.62K | 0.00% | +6+60.0% | Added |
| SJS Investment Consulting Inc. | 17 | $2.72K | 0.00% | −5−22.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $2.72K | 0.00% | −2−10.5% | Reduced |
| Financial Network Wealth Advisors LLC | 17 | $2.72K | 0.00% | +17 | New |
| Highline Wealth Partners LLC | 17 | $2.74K | 0.00% | +3+21.4% | Added |
| Washington Trust Advisors, Inc. | 18 | $2.88K | 0.00% | +2+12.5% | Added |
| Avion Wealth | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 19 | $3.04K | 0.00% | −208−91.6% | Reduced |
| True Wealth Design, LLC | 20 | $3.20K | 0.00% | +12+150.0% | Added |
| Global Financial Private Client, LLC | 20 | $3.20K | 0.00% | +14+233.3% | Added |
| Clark Wealth Partners | 20 | $3.20K | 0.00% | +20 | New |
| FSA Wealth Management LLC | 21 | $3.36K | 0.00% | +7+50.0% | Added |
| Compass Financial Services Inc | 21 | $3.36K | 0.00% | +21 | New |
| Wealth Preservation Advisors, LLC | 24 | $3.84K | 0.00% | +24 | New |
| Beaird Harris Wealth Management, LLC | 26 | $4.16K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $4.16K | 0.00% | +2+8.3% | Added |
| Greenline Partners, LLC | 26 | $4.16K | 0.00% | +26 | New |
| Founders Capital Management | 27 | $4.28K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 27 | $4.32K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 27 | $4.35K | 0.00% | +5+22.7% | Added |
| Bogart Wealth, LLC | 28 | $4.48K | 0.00% | −5−15.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 28 | $4.48K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 30 | $4.80K | 0.01% | +30 | New |
| Ossiam | 31 | $4.96K | 0.00% | −4,638−99.3% | Reduced |
| Aspect Partners, LLC | 31 | $4.96K | 0.00% | −7−18.4% | Reduced |
| Bruce G. Allen Investments, LLC | 32 | $5.12K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 32 | $5.12K | 0.00% | +32 | New |
| Dunhill Financial, LLC | 36 | $5.68K | 0.00% | −13−26.5% | Reduced |
| ORG Partners LLC | 37 | $5.95K | 0.00% | −2,630−98.6% | Reduced |
| Asset Dedication, LLC | 38 | $6.08K | 0.00% | +4+11.8% | Added |
| Heritage Wealth Advisors | 41 | $6.55K | 0.00% | −9−18.0% | Reduced |
| Trifecta Capital Advisors, LLC | 45 | $7.20K | 0.00% | +45 | New |
| North Capital, Inc. | 48 | $7.67K | 0.01% | +48 | New |
| WPG Advisers, LLC | 50 | $7.99K | 0.01% | −4−7.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 50 | $7.99K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $7.99K | 0.00% | +20+66.7% | Added |
| United Community Bank | 50 | $7.99K | 0.00% | +50 | New |
| JTC Employer Solutions Trusteee Ltd | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 51 | $8.15K | 0.00% | +51 | New |
| Quest 10 Wealth Builders, Inc. | 53 | $8.47K | 0.01% | +26+96.3% | Added |
| Legacy Wealth Managment, LLC | 53 | $8.47K | 0.01% | −72−57.6% | Reduced |
| Valued Wealth Advisors LLC | 54 | $8.67K | 0.01% | −1−1.8% | Reduced |
| Sachetta, LLC | 56 | $8.95K | 0.00% | −25−30.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 60 | $9.59K | 0.00% | −7−10.4% | Reduced |
| Bell Investment Advisors, Inc | 60 | $9.59K | 0.00% | +6+11.1% | Added |
| Hollencrest Capital Management | 60 | $9.64K | 0.00% | +45+300.0% | Added |
| St Germain D J Co Inc | 61 | $9.75K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 61 | $9.75K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 63 | $10.1K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 64 | $10.2K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 64 | $10.2K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 67 | $10.7K | 0.00% | +1+1.5% | Added |
| American Capital Advisory, LLC | 68 | $10.9K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 70 | $11.2K | 0.00% | +63+900.0% | Added |
| Archer Investment Corp | 74 | $11.9K | 0.00% | +24+48.0% | Added |
| Optimum Investment Advisors | 75 | $12.0K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 75 | $12.0K | 0.06% | +75 | New |
| Pin Oak Investment Advisors Inc | 74 | $12.0K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 79 | $12.6K | 0.01% | −197−71.4% | Reduced |
| Fortitude Family Office, LLC | 81 | $12.9K | 0.00% | −28−25.7% | Reduced |
| Bullock Wealth Management Group | 89 | $14.3K | 0.01% | +1+1.1% | Added |
| Mendota Financial Group, LLC | 90 | $14.4K | 0.02% | −489−84.5% | Reduced |
