| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Cape Investment Advisory, Inc. | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 2 | $131 | 0.00% | +2 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $131 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $132 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $197 | 0.00% | +3 | New |
| Ancora Advisors, LLC | 4 | $263 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $263 | 0.00% | +3+300.0% | Added |
| Parkworth Wealth Management, Inc. | 5 | $328 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $328 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $329 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $329 | 0.00% | +5 | New |
| GoalVest Advisory LLC | 6 | $394 | 0.00% | +6 | New |
| Winnow Wealth LLC | 7 | $450 | 0.00% | +2+40.0% | Added |
| Continuum Advisory, LLC | 7 | $460 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 7 | $460 | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 8 | $492 | 0.00% | −1−11.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 9 | $591 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $591 | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 10 | $595 | 0.00% | +10 | New |
| Osterweis Capital Management Inc | 10 | $657 | 0.00% | +10 | New |
| Private Trust Co NA | 11 | $722 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 14 | $919 | 0.00% | +14 | New |
| HHM Wealth Advisors, LLC | 14 | $920 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 15 | $985 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 15 | $985 | 0.00% | +15 | New |
| Kestra Investment Management, LLC | 17 | $1.12K | 0.00% | +17 | New |
| Global Financial Private Client, LLC | 22 | $1.44K | 0.00% | +14+175.0% | Added |
| Wealth Preservation Advisors, LLC | 22 | $1.44K | 0.00% | +22 | New |
| Hughes Financial Services, LLC | 24 | $1.57K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 25 | $1.64K | 0.00% | +4+19.0% | Added |
| Private Wealth Asset Management, LLC | 26 | $1.71K | 0.00% | +26 | New |
| Pineridge Advisors LLC | 26 | $1.71K | 0.00% | +26 | New |
| SOA Wealth Advisors, LLC. | 28 | $1.84K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 30 | $1.97K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 30 | $1.97K | 0.00% | +8+36.4% | Added |
| Aventura Private Wealth, LLC | 32 | $2.10K | 0.00% | +32 | New |
| Colonial Trust Co | 33 | $2.17K | 0.00% | −229−87.4% | Reduced |
| CoreCap Advisors, LLC | 34 | $2.23K | 0.00% | −169−83.3% | Reduced |
| Your Advocates Ltd., LLP | 34 | $2.23K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 35 | $2.30K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $2.50K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 43 | $2.82K | 0.00% | +43 | New |
| Atlas Capital Advisors LLC | 44 | $2.89K | 0.00% | +44 | New |
| GW&K Investment Management, LLC | 47 | $3.00K | 0.00% | +3+6.8% | Added |
| Coston, McIsaac & Partners | 50 | $3.00K | 0.00% | +50 | New |
| Umb Bank N A | 49 | $3.22K | 0.00% | −10−16.9% | Reduced |
| Park Place Capital Corp | 49 | $3.22K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 50 | $3.28K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 50 | $3.28K | 0.00% | +50 | New |
| Hexagon Capital Partners LLC | 51 | $3.35K | 0.00% | −76−59.8% | Reduced |
| Accent Capital Management, LLC | 51 | $3.35K | 0.00% | +51 | New |
| Carolinas Wealth Consulting LLC | 58 | $3.77K | 0.00% | +6+11.5% | Added |
| Zions Bancorporation, National Association | 63 | $4.14K | 0.00% | +63 | New |
| Dunhill Financial, LLC | 65 | $4.26K | 0.00% | −5−7.1% | Reduced |
| Costello Asset Management, INC | 69 | $4.53K | 0.00% | +69 | New |
| Abound Wealth Management | 75 | $4.92K | 0.00% | +15+25.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 84 | $5.51K | 0.00% | +84 | New |
| Migdal Insurance & Financial Holdings Ltd. | 92 | $6.00K | 0.00% | +92 | New |
| Saudi Central Bank | 96 | $6.30K | 0.03% | +96 | New |
| Rothschild Investment LLC | 98 | $6.43K | 0.00% | +19+24.1% | Added |
| WPG Advisers, LLC | 100 | $6.57K | 0.01% | −31−23.7% | Reduced |
| Stephenson National Bank & Trust | 100 | $6.57K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $6.57K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 101 | $6.63K | 0.00% | +35+53.0% | Added |
| MV Capital Management, Inc. | 106 | $6.96K | 0.00% | +3+2.9% | Added |
| Bruce G. Allen Investments, LLC | 120 | $7.88K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 132 | $8.21K | 0.00% | −42−24.1% | Reduced |
| Private Wealth Management Group, LLC | 135 | $8.86K | 0.00% | −20−12.9% | Reduced |
| Bear Mountain Capital, Inc. | 150 | $9.29K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 157 | $10.3K | 0.00% | −129−45.1% | Reduced |
| Gables Capital Management Inc. | 157 | $10.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 158 | $10.4K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 175 | $11.5K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 175 | $11.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 182 | $12.0K | 0.00% | +7+4.0% | Added |
| First Command Advisory Services, Inc. | 188 | $12.3K | 0.00% | +34+22.1% | Added |
| Fourth Dimension Wealth, LLC | 197 | $12.9K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $13.1K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 200 | $13.1K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 200 | $13.1K | 0.00% | +100+100.0% | Added |
| Sierra Ocean, LLC | 218 | $14.3K | 0.01% | −26−10.7% | Reduced |
| Pacifica Partners Inc. | 250 | $15.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 239 | $15.7K | 0.00% | +3+1.3% | Added |
| DT Investment Partners, LLC | 240 | $15.8K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 240 | $15.8K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 254 | $16.7K | 0.00% | +14+5.8% | Added |
| Clearstead Advisors, LLC | 262 | $17.2K | 0.00% | +252+2,520.0% | Added |
| AdvisorNet Financial, Inc | 275 | $18.1K | 0.00% | +6+2.2% | Added |
| Salem Investment Counselors Inc | 283 | $18.6K | 0.00% | +283 | New |
| Quent Capital, LLC | 287 | $18.8K | 0.00% | −46−13.8% | Reduced |
| AllSquare Wealth Management LLC | 300 | $19.7K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 305 | $20.0K | 0.00% | +12+4.1% | Added |
| Greenline Partners, LLC | 310 | $20.4K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 334 | $21.0K | 0.00% | +48+16.8% | Added |
| NewSquare Capital LLC | 328 | $21.5K | 0.00% | +324+8,100.0% | Added |
| Global Wealth Strategies & Associates | 371 | $24.4K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 400 | $26.3K | 0.03% | 00.0% | Unchanged |