| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 14 | $0 | 0.00% | +14 | New |
| Sunbelt Securities, Inc. | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $133 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 2 | $133 | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 2 | $134 | 0.00% | +2 | New |
| Signature Resources Capital Management, LLC | 3 | $200 | 0.00% | −16−84.2% | Reduced |
| Motco | 3 | $200 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 3 | $200 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $200 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4 | $266 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $266 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 4 | $295 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 5 | $333 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $336 | 0.00% | +4+400.0% | Added |
| Alerus Financial NA | 6 | $399 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 6 | $399 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $400 | 0.00% | −4−40.0% | Reduced |
| SJS Investment Consulting Inc. | 6 | $400 | 0.00% | +2+50.0% | Added |
| Toronto Dominion Bank | 7 | $445 | 0.00% | +7 | New |
| Medallion Wealth Advisors, LLC | 7 | $466 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $466 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 7 | $466 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $532 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $532 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 8 | $532 | 0.00% | +8 | New |
| Albion Financial Group | 8 | $533 | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 8 | $545 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $548 | 0.00% | +2+40.0% | Added |
| Rossby Financial, LCC | 9 | $596 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 9 | $599 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 9 | $599 | 0.00% | +9 | New |
| North Star Investment Management Corp. | 10 | $666 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 10 | $666 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 10 | $671 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 14 | $703 | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 14 | $931 | 0.00% | +14 | New |
| Harel Insurance Investments & Financial Services Ltd. | 22 | $1.00K | 0.00% | −10−31.3% | Reduced |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $1.06K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 17 | $1.13K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $1.13K | 0.00% | +11+183.3% | Added |
| Key Financial Inc | 17 | $1.14K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 17 | $1.17K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 18 | $1.20K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 19 | $1.26K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 19 | $1.26K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 19 | $1.26K | 0.00% | +19 | New |
| Essential Partners LLC | 22 | $1.46K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 23 | $1.50K | 0.00% | +6+35.3% | Added |
| Whipplewood Advisors, LLC | 23 | $1.53K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 23 | $1.54K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $1.60K | 0.00% | +4+20.0% | Added |
| MTM Investment Management, LLC | 27 | $1.80K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $1.80K | 0.00% | +2+8.0% | Added |
| Bell Investment Advisors, Inc | 27 | $1.80K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 28 | $1.86K | 0.00% | +1+3.7% | Added |
| UMA Financial Services, Inc. | 30 | $2.00K | 0.00% | +12+66.7% | Added |
| Kozak & Associates, Inc. | 46 | $2.12K | 0.00% | +1+2.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32 | $2.13K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 33 | $2.20K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 35 | $2.33K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 35 | $2.33K | 0.00% | +35 | New |
| Northwestern Mutual Wealth Management Co | 40 | $2.66K | 0.00% | −108−73.0% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 41 | $2.73K | 0.00% | +41 | New |
| Stone House Investment Management, LLC | 42 | $2.80K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 47 | $3.13K | 0.00% | +38+422.2% | Added |
| Prestige Wealth Management Group LLC | 60 | $4.04K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 61 | $4.06K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 68 | $4.53K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 70 | $4.66K | 0.00% | +70 | New |
| Quent Capital, LLC | 84 | $5.59K | 0.00% | +84 | New |
| Dunhill Financial, LLC | 86 | $5.71K | 0.00% | +1+1.2% | Added |
| Geneos Wealth Management Inc. | 86 | $5.72K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 83 | $5.75K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 88 | $5.86K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 90 | $5.99K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 90 | $6.06K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $6.66K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 100 | $6.66K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 100 | $6.66K | 0.00% | +24+31.6% | Added |
| Clear Street Markets LLC | 100 | $6.66K | 0.00% | +100 | New |
| MV Capital Management, Inc. | 109 | $7.26K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 120 | $7.99K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 125 | $8.32K | 0.00% | −1−0.8% | Reduced |
| Root Financial Partners, LLC | 133 | $8.85K | 0.00% | +133 | New |
| Archer Investment Corp | 134 | $8.92K | 0.00% | −117−46.6% | Reduced |
| EverSource Wealth Advisors, LLC | 141 | $9.38K | 0.00% | +7+5.2% | Added |
| NBC Securities, Inc. | 143 | $9.52K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 143 | $9.52K | 0.00% | +143 | New |
| Steigerwald, Gordon & Koch Inc. | 145 | $9.65K | 0.00% | +145 | New |
| Rise Advisors, LLC | 146 | $9.72K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 147 | $10.0K | 0.00% | −9−5.8% | Reduced |
| JPL Wealth Management, LLC | 154 | $10.3K | 0.00% | +154 | New |
| Huntington National Bank | 167 | $11.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 186 | $12.4K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 200 | $13.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 231 | $15.4K | 0.00% | +5+2.2% | Added |