| Perkins Coie Trust Co | 1 | $232 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 1 | $233 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1 | $233 | 0.00% | +1 | New |
| Blume Capital Management, Inc. | 1 | $233 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $233 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $461 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $465 | 0.00% | −86−97.7% | Reduced |
| Core Alternative Capital | 2 | $465 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $465 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $466 | 0.00% | +2 | New |
| Semmax Financial Advisors Inc. | 2 | $492 | 0.00% | +2 | New |
| Winnow Wealth LLC | 3 | $508 | 0.00% | +1+50.0% | Added |
| Rakuten Securities, Inc. | 3 | $698 | 0.00% | −2−40.0% | Reduced |
| Aspect Partners, LLC | 3 | $698 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 3 | $698 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 3 | $698 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $698 | 0.00% | +2+200.0% | Added |
| Binnacle Investments Inc | 3 | $698 | 0.00% | +3 | New |
| Cherry Tree Wealth Management, LLC | 3 | $699 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 4 | $931 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 4 | $931 | 0.00% | +4 | New |
| Private Wealth Asset Management, LLC | 4 | $931 | 0.00% | +4 | New |
| Clark Wealth Partners | 4 | $931 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $1.16K | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 5 | $1.16K | 0.00% | +5 | New |
| Plato Investment Management Ltd | 5 | $1.18K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 6 | $1.40K | 0.00% | −364−98.4% | Reduced |
| Albion Financial Group | 6 | $1.40K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6 | $1.40K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $1.41K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 7 | $1.63K | 0.00% | −20−74.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $1.63K | 0.00% | +3+75.0% | Added |
| Highline Wealth Partners LLC | 7 | $1.63K | 0.00% | +7 | New |
| Stephens Consulting, LLC | 7 | $1.63K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $1.63K | 0.00% | +1+16.7% | Added |
| Dunhill Financial, LLC | 8 | $1.80K | 0.00% | −5−38.5% | Reduced |
| Cheviot Value Management, LLC | 8 | $1.98K | 0.00% | +8 | New |
| Hantz Financial Services, Inc. | 10 | $2.00K | 0.00% | −40−80.0% | Reduced |
| Strategic Investment Solutions, Inc. | 9 | $2.10K | 0.00% | −9−50.0% | Reduced |
| Sunbelt Securities, Inc. | 9 | $2.10K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 10 | $2.33K | 0.00% | +10 | New |
| Nova Wealth Management, Inc. | 10 | $2.33K | 0.00% | +10 | New |
| Parvin Asset Management, LLC | 10 | $2.33K | 0.00% | +10 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $2.33K | 0.00% | −3−23.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $2.56K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 11 | $2.56K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 11 | $2.56K | 0.00% | +11 | New |
| Bogart Wealth, LLC | 11 | $2.64K | 0.00% | +4+57.1% | Added |
| SJS Investment Consulting Inc. | 12 | $2.79K | 0.00% | +2+20.0% | Added |
| Global Financial Private Client, LLC | 12 | $2.79K | 0.00% | +9+300.0% | Added |
| Avion Wealth | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 57 | $3.02K | 0.00% | +46+418.2% | Added |
| Bangor Savings Bank | 13 | $3.03K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 13 | $3.03K | 0.00% | +11+550.0% | Added |
| High Note Wealth, LLC | 14 | $3.26K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $3.26K | 0.00% | +1+7.7% | Added |
| Retirement Wealth Solutions LLC | 17 | $3.86K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 17 | $3.96K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 17 | $3.96K | 0.00% | +17 | New |
| Activest Wealth Management | 18 | $4.19K | 0.00% | +17+1,700.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $4.42K | 0.00% | −4,426−99.6% | Reduced |
| Bell Investment Advisors, Inc | 19 | $4.42K | 0.00% | +2+11.8% | Added |
| Meeder Asset Management Inc | 20 | $4.66K | 0.00% | −14−41.2% | Reduced |
| First United Bank Trust | 20 | $4.66K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 20 | $4.66K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 20 | $4.66K | 0.00% | +20 | New |
| Glen Eagle Advisors, LLC | 20 | $4.72K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 21 | $4.89K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $5.04K | 0.00% | +1 | New |
| Holos Integrated Wealth LLC | 22 | $5.12K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 23 | $5.35K | 0.00% | −9−28.1% | Reduced |
| Coston, McIsaac & Partners | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 26 | $6.05K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 26 | $6.05K | 0.00% | −5−16.1% | Reduced |
| Rothschild Investment LLC | 28 | $6.52K | 0.00% | +1+3.7% | Added |
| Creative Financial Designs Inc | 28 | $6.52K | 0.00% | +28 | New |
| Ameriflex Group, Inc. | 32 | $7.45K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 32 | $7.45K | 0.00% | −802−96.2% | Reduced |
| Saudi Central Bank | 33 | $7.68K | 0.04% | +33 | New |
| West Paces Advisors Inc. | 35 | $8.15K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 36 | $8.38K | 0.00% | +8+28.6% | Added |
| Sierra Ocean, LLC | 36 | $8.39K | 0.01% | +16+80.0% | Added |
| BOK Financial Private Wealth, Inc. | 37 | $8.61K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $8.75K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 40 | $9.00K | 0.00% | −1−2.4% | Reduced |
| Hughes Financial Services, LLC | 40 | $9.31K | 0.00% | +40 | New |
| Newbridge Financial Services Group, Inc. | 40 | $9.31K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $9.31K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 43 | $10.0K | 0.00% | +43 | New |
| Rise Advisors, LLC | 44 | $10.2K | 0.00% | +44 | New |
| Golden State Wealth Management, LLC | 47 | $10.9K | 0.00% | −12−20.3% | Reduced |
| Prestige Wealth Management Group LLC | 48 | $11.2K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 55 | $12.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $12.8K | 0.00% | +7+14.6% | Added |
| Private Wealth Management Group, LLC | 56 | $13.0K | 0.00% | −3−5.1% | Reduced |
| REAP Financial Group, LLC | 57 | $13.4K | 0.00% | −7−10.9% | Reduced |
| CNB Bank | 58 | $13.5K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 60 | $14.0K | 0.00% | 00.0% | Unchanged |