| Hantz Financial Services, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 98 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1 | $8 | 0.00% | +1 | New |
| Golden State Wealth Management, LLC | 2 | $17 | 0.00% | −39−95.1% | Reduced |
| Eastern Bank | 2 | $17 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $32 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 7 | $60 | 0.00% | +7 | New |
| Southern Michigan Bank & Trust | 8 | $68 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 8 | $68 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 10 | $84 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 10 | $85 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 10 | $85 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 10 | $85 | 0.00% | +10 | New |
| Asset Dedication, LLC | 12 | $102 | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 14 | $119 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 15 | $127 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15 | $128 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $145 | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 20 | $170 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 23 | $195 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 23 | $195 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 24 | $204 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 30 | $254 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 30 | $255 | 0.00% | +30 | New |
| Gen-Wealth Partners Inc | 34 | $288 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 34 | $288 | 0.00% | +34 | New |
| St Germain D J Co Inc | 39 | $331 | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 45 | $382 | 0.00% | +45 | New |
| Fourth Dimension Wealth, LLC | 46 | $390 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 50 | $424 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 50 | $424 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 50 | $424 | 0.00% | +50 | New |
| Cornerstone Planning Group LLC | 50 | $446 | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 56 | $475 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 60 | $509 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 62 | $526 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 60 | $551 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 65 | $551 | 0.00% | +15+30.0% | Added |
| Allianz SE | 70 | $594 | 0.00% | −880−92.6% | Reduced |
| Bogart Wealth, LLC | 72 | $611 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 76 | $644 | 0.00% | +76 | New |
| N.E.W. Advisory Services LLC | 76 | $644 | 0.00% | +76 | New |
| Anchor Investment Management, LLC | 80 | $678 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 84 | $712 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 90 | $763 | 0.00% | −10−10.0% | Reduced |
| Compass Financial Management LLC | 100 | $848 | 0.00% | +100 | New |
| Raffa Wealth Management, LLC | 103 | $873 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 105 | $890 | 0.00% | −145−58.0% | Reduced |
| Bell Investment Advisors, Inc | 108 | $916 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 108 | $916 | 0.00% | +98+980.0% | Added |
| Minot DeBlois Advisors LLC | 112 | $950 | 0.00% | +112 | New |
| BNP Paribas | 120 | $985 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 152 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 125 | $1.06K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 160 | $1.09K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 131 | $1.11K | 0.00% | +131 | New |
| Ronald Blue Trust, Inc. | 138 | $1.17K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 141 | $1.20K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 150 | $1.27K | 0.00% | +150 | New |
| ZRC Wealth Management, LLC | 164 | $1.39K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 210 | $1.78K | 0.00% | +210 | New |
| Allied Private Wealth LLC | 200 | $1.81K | 0.00% | +200 | New |
| Hilton Head Capital Partners, LLC | 230 | $1.95K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 253 | $2.15K | 0.00% | +253 | New |
| Manchester Capital Management LLC | 267 | $2.27K | 0.00% | +267 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 278 | $2.36K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 281 | $2.56K | 0.00% | +25+9.8% | Added |
| Strengthening Families & Communities, LLC | 308 | $2.61K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 327 | $2.77K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 349 | $2.94K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 327 | $3.00K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 376 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 359 | $3.04K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 372 | $3.15K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 400 | $3.39K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 400 | $3.39K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 400 | $3.39K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 411 | $3.48K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 416 | $3.53K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 495 | $4.20K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 565 | $4.79K | 0.00% | +565 | New |
| IFG Advisory, LLC | 575 | $4.88K | 0.00% | +575 | New |
| IFP Advisors, Inc | 598 | $5.07K | 0.00% | −213−26.3% | Reduced |
| Danske Bank A/S | 600 | $5.09K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 600 | $5.09K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 618 | $5.24K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 644 | $5.46K | 0.00% | −29−4.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 802 | $6.80K | 0.00% | −5,905−88.0% | Reduced |
| Los Angeles Capital Management LLC | 839 | $7.12K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 862 | $7.31K | 0.00% | +533+162.0% | Added |
| Salem Investment Counselors Inc | 900 | $7.63K | 0.00% | +150+20.0% | Added |
| GWM Advisors LLC | 920 | $7.80K | 0.00% | −350−27.6% | Reduced |
| Fifth Third Bancorp | 945 | $8.01K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 968 | $8.21K | 0.01% | +968 | New |
| Global Retirement Partners, LLC | 989 | $8.39K | 0.00% | +989 | New |
| TD Capital Management LLC | 1,000 | $8.48K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,100 | $9.33K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,132 | $9.60K | 0.00% | −958−45.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,330 | $11.3K | 0.00% | +871+189.8% | Added |