| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | −12−70.6% | Reduced |
| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1 | $57 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 1 | $58 | 0.00% | −60−98.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $58 | 0.00% | −6−85.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $58 | 0.00% | −4−80.0% | Reduced |
| HFM Investment Advisors, LLC | 1 | $58 | 0.00% | −3−75.0% | Reduced |
| Rialto Wealth Management, LLC | 1 | $58 | 0.00% | −2−66.7% | Reduced |
| Sunbelt Securities, Inc. | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $58 | 0.00% | +1 | New |
| Grove Bank & Trust | 1 | $58 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 1 | $58 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 1 | $59 | 0.00% | −16−94.1% | Reduced |
| RMG Wealth Management LLC | 1 | $60 | 0.00% | +1 | New |
| Whittier Trust Co of Nevada Inc | 1 | $63 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 2 | $115 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $115 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 2 | $116 | 0.00% | +2 | New |
| Northwestern Mutual Wealth Management Co | 3 | $173 | 0.00% | −37−92.5% | Reduced |
| Motco | 3 | $173 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 3 | $173 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 3 | $173 | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3 | $173 | 0.00% | +3 | New |
| Addison Advisors LLC | 3 | $174 | 0.00% | −3−50.0% | Reduced |
| Harbour Investments, Inc. | 4 | $231 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 4 | $234 | 0.00% | +4 | New |
| Golden State Wealth Management, LLC | 5 | $288 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $346 | 0.00% | −18−75.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 6 | $351 | 0.00% | +6 | New |
| Toronto Dominion Bank | 6 | $355 | 0.00% | −1−14.3% | Reduced |
| Barrett & Company, Inc. | 7 | $404 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $404 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 7 | $404 | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 7 | $404 | 0.00% | +7 | New |
| Albion Financial Group | 8 | $462 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 8 | $462 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $462 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $462 | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 8 | $478 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 9 | $519 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 9 | $519 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 9 | $519 | 0.00% | +9 | New |
| Rachor Investment Advisory Services, LLC | 9 | $520 | 0.00% | +9 | New |
| Private Wealth Management Group, LLC | 10 | $577 | 0.00% | −78−88.6% | Reduced |
| North Star Investment Management Corp. | 10 | $577 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 11 | $617 | 0.00% | +11 | New |
| Zions Bancorporation, National Association | 11 | $635 | 0.00% | +11 | New |
| Triumph Capital Management | 11 | $635 | 0.00% | +11 | New |
| Bruce G. Allen Investments, LLC | 12 | $692 | 0.00% | −4−25.0% | Reduced |
| Burkett Financial Services, LLC | 13 | $749 | 0.00% | +13 | New |
| Quent Capital, LLC | 13 | $750 | 0.00% | −71−84.5% | Reduced |
| UMA Financial Services, Inc. | 13 | $750 | 0.00% | −17−56.7% | Reduced |
| Farmers & Merchants Investments Inc | 13 | $750 | 0.00% | −14−51.9% | Reduced |
| Elequin Capital LP | 13 | $750 | 0.00% | +13 | New |
| Adirondack Trust Co | 14 | $807 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 14 | $808 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 15 | $865 | 0.00% | −442−96.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 17 | $981 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 17 | $981 | 0.00% | +17 | New |
| Key Financial Inc | 17 | $995 | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 21 | $1.00K | 0.00% | −1−4.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 18 | $1.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $1.04K | 0.00% | −9−33.3% | Reduced |
| Whittier Trust Co | 17 | $1.06K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 19 | $1.10K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 19 | $1.10K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 19 | $1.10K | 0.00% | +19 | New |
| Whipplewood Advisors, LLC | 23 | $1.33K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 23 | $1.35K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 25 | $1.44K | 0.00% | −545−95.6% | Reduced |
| MTM Investment Management, LLC | 27 | $1.56K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $1.56K | 0.00% | +27 | New |
| Quadrant Capital Group LLC | 29 | $1.67K | 0.00% | −114−79.7% | Reduced |
| ZRC Wealth Management, LLC | 32 | $1.85K | 0.00% | +13+68.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32 | $1.88K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 33 | $1.90K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 35 | $2.02K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 35 | $2.02K | 0.00% | +35 | New |
| Stone House Investment Management, LLC | 42 | $2.42K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 42 | $2.44K | 0.00% | +42 | New |
| Pinnacle Wealth Planning Services, Inc. | 46 | $2.65K | 0.00% | +46 | New |
| Larson Financial Group LLC | 48 | $2.74K | 0.00% | +25+108.7% | Added |
| Kozak & Associates, Inc. | 45 | $2.97K | 0.00% | −1−2.2% | Reduced |
| Prestige Wealth Management Group LLC | 51 | $2.98K | 0.00% | −9−15.0% | Reduced |
| Root Financial Partners, LLC | 53 | $3.06K | 0.00% | −80−60.2% | Reduced |
| International Assets Investment Management, LLC | 57 | $3.29K | 0.00% | +57 | New |
| Toth Financial Advisory Corp | 68 | $3.92K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 68 | $3.92K | 0.00% | +68 | New |
| SOA Wealth Advisors, LLC. | 71 | $4.09K | 0.00% | +1+1.4% | Added |
| Smartleaf Asset Management LLC | 73 | $4.26K | 0.00% | −10−12.0% | Reduced |
| Geneos Wealth Management Inc. | 86 | $4.96K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 87 | $4.99K | 0.00% | +1+1.2% | Added |
| Massmutual Trust Co FSB | 88 | $5.08K | 0.00% | −37−29.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 90 | $5.19K | 0.00% | +49+119.5% | Added |
| Evermay Wealth Management LLC | 90 | $5.26K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $5.77K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 115 | $6.63K | 0.00% | +115 | New |
| MV Capital Management, Inc. | 119 | $6.87K | 0.00% | +10+9.2% | Added |
| Pinney & Scofield, Inc. | 120 | $6.92K | 0.00% | 00.0% | Unchanged |