| Pin Oak Investment Advisors Inc | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $23 | 0.00% | +1 | New |
| Pacific Center for Financial Services | 1 | $23 | 0.00% | +1 | New |
| RE Dickinson Investment Advisors, LLC | 1 | $23 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 4 | $91 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4 | $92 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4 | $92 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4 | $92 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $92 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 4 | $92 | 0.00% | +4 | New |
| Mather Group, LLC. | 6 | $138 | 0.00% | −18−75.0% | Reduced |
| MV Capital Management, Inc. | 6 | $138 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 7 | $161 | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 8 | $183 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 8 | $183 | 0.00% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 10 | $229 | 0.00% | +10 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $248 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 10 | $265 | 0.00% | +10 | New |
| Legacy Wealth Managment, LLC | 10 | $265 | 0.00% | +10 | New |
| Adirondack Trust Co | 12 | $275 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 12 | $275 | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 12 | $276 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $322 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 15 | $343 | 0.00% | −8−34.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 15 | $344 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 16 | $367 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 17 | $382 | 0.00% | −24−58.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 18 | $413 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 20 | $459 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 20 | $459 | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 20 | $459 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $459 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 20 | $459 | 0.00% | +20 | New |
| MCF Advisors LLC | 22 | $505 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 24 | $527 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 24 | $550 | 0.00% | +24 | New |
| Trust Co of Vermont | 28 | $642 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 30 | $688 | 0.00% | +12+66.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32 | $733 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 36 | $826 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 40 | $917 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 48 | $1.10K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 50 | $1.15K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 79 | $1.81K | 0.00% | −14−15.1% | Reduced |
| Barrett & Company, Inc. | 80 | $1.83K | 0.00% | 00.0% | Unchanged |
| City State Bank | 80 | $1.83K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 80 | $1.83K | 0.00% | +80 | New |
| Beaird Harris Wealth Management, LLC | 80 | $1.83K | 0.00% | +64+400.0% | Added |
| Bruce G. Allen Investments, LLC | 83 | $1.90K | 0.00% | +23+38.3% | Added |
| SRS Capital Advisors, Inc. | 96 | $2.20K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 100 | $2.29K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 100 | $2.29K | 0.00% | +100 | New |
| Farmers & Merchants Investments Inc | 110 | $2.52K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 117 | $2.68K | 0.00% | −36−23.5% | Reduced |
| Brown Brothers Harriman & Co | 120 | $2.75K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 120 | $2.75K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 120 | $2.75K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 120 | $2.75K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 128 | $2.88K | 0.00% | +67+109.8% | Added |
| Allworth Financial LP | 127 | $2.91K | 0.00% | +2+1.6% | Added |
| McClarren Financial Advisors, Inc. | 140 | $3.00K | 0.00% | +116+483.3% | Added |
| Versant Capital Management, Inc | 145 | $3.33K | 0.00% | +42+40.8% | Added |
| National Bank of Canada | 147 | $3.37K | 0.00% | −553−79.0% | Reduced |
| American Capital Advisory, LLC | 149 | $3.42K | 0.00% | +149 | New |
| Robbins Farley LLC | 156 | $3.58K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 160 | $3.67K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 160 | $3.67K | 0.00% | +160 | New |
| Northwestern Mutual Wealth Management Co | 162 | $3.71K | 0.00% | +14+9.5% | Added |
| Meeder Asset Management Inc | 166 | $3.81K | 0.00% | −67−28.8% | Reduced |
| Harbour Investments, Inc. | 177 | $4.06K | 0.00% | −21−10.6% | Reduced |
| Quent Capital, LLC | 182 | $4.17K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 187 | $4.29K | 0.00% | +1+0.5% | Added |
| Sandy Spring Bank | 193 | $4.43K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 200 | $4.59K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 200 | $4.59K | 0.00% | +50+33.3% | Added |
| Geneos Wealth Management Inc. | 212 | $4.86K | 0.00% | −20−8.6% | Reduced |
| Huntington National Bank | 249 | $5.71K | 0.00% | +103+70.5% | Added |
| Parallel Advisors, LLC | 265 | $6.08K | 0.00% | −168−38.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 306 | $7.02K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 370 | $8.48K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 379 | $8.69K | 0.00% | +379 | New |
| Leonteq Securities AG | 385 | $8.83K | 0.00% | −846−68.7% | Reduced |
| Covestor Ltd | 410 | $9.00K | 0.01% | −862−67.8% | Reduced |
| Manchester Capital Management LLC | 396 | $9.08K | 0.00% | +396 | New |
| Farther Finance Advisors, LLC | 421 | $9.65K | 0.00% | +4+1.0% | Added |
| Exchange Traded Concepts, LLC | 429 | $9.84K | 0.00% | +429 | New |
| Main Street Group, LTD | 435 | $9.97K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 437 | $10.0K | 0.00% | +77+21.4% | Added |
| Wolff Wiese Magana LLC | 445 | $10.2K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 520 | $11.9K | 0.00% | −23−4.2% | Reduced |
| Ci Investments Inc. | 587 | $13.0K | 0.00% | +90+18.1% | Added |
| Allspring Global Investments Holdings, LLC | 584 | $13.4K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 600 | $13.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 718 | $16.5K | 0.00% | +512+248.5% | Added |
| Federation des caisses Desjardins du Quebec | 748 | $17.2K | 0.00% | −5,002−87.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 800 | $18.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 783 | $19.3K | 0.00% | −115−12.8% | Reduced |