| Ogorek Anthony Joseph | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $326 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1 | $326 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $326 | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $326 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $327 | 0.00% | +1 | New |
| Rothschild Investment LLC | 2 | $652 | 0.00% | −1−33.3% | Reduced |
| Logan Capital Management Inc | 2 | $652 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $652 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $978 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $978 | 0.00% | +2+200.0% | Added |
| Abound Wealth Management | 3 | $979 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $979 | 0.00% | +1+50.0% | Added |
| Beaird Harris Wealth Management, LLC | 3 | $979 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $979 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $1.30K | 0.00% | +2+100.0% | Added |
| SJS Investment Consulting Inc. | 4 | $1.30K | 0.00% | −3−42.9% | Reduced |
| American Capital Advisory, LLC | 4 | $1.30K | 0.00% | +4 | New |
| CBIZ Investment Advisory Services, LLC | 5 | $1.63K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 5 | $1.63K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $1.63K | 0.00% | +2+66.7% | Added |
| Garde Capital, Inc. | 5 | $1.63K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5 | $1.63K | 0.00% | +5 | New |
| Stephens Consulting, LLC | 5 | $1.63K | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $1.86K | 0.00% | +5 | New |
| Montag A & Associates Inc | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $1.96K | 0.00% | +4+200.0% | Added |
| WealthTrak Capital Management LLC | 6 | $1.96K | 0.00% | +4+200.0% | Added |
| Tortoise Investment Management, LLC | 6 | $1.96K | 0.00% | +6 | New |
| HHM Wealth Advisors, LLC | 7 | $2.28K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $2.28K | 0.00% | +3+75.0% | Added |
| Trifecta Capital Advisors, LLC | 7 | $2.28K | 0.00% | +7 | New |
| Clear Investment Research, LLC | 8 | $2.61K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 8 | $2.61K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 8 | $2.61K | 0.00% | +6+300.0% | Added |
| Front Row Advisors LLC | 9 | $2.94K | 0.00% | −5−35.7% | Reduced |
| Penserra Capital Management LLC | 12 | $3.00K | 0.00% | −1,208−99.0% | Reduced |
| NBC Securities, Inc. | 12 | $3.00K | 0.00% | +12 | New |
| Mark Sheptoff Financial Planning, LLC | 10 | $3.26K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 10 | $3.26K | 0.00% | +9+900.0% | Added |
| Archer Investment Corp | 10 | $3.26K | 0.00% | +10 | New |
| WFA Asset Management Corp | 14 | $3.40K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 15 | $3.53K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $3.91K | 0.00% | +2+20.0% | Added |
| Raffa Wealth Management, LLC | 13 | $4.24K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 13 | $4.24K | 0.00% | +13 | New |
| Trust Co of Vermont | 14 | $4.57K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $4.60K | 0.00% | −285−95.3% | Reduced |
| Sherman Asset Management, Inc. | 15 | $4.89K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 15 | $4.89K | 0.00% | +9+150.0% | Added |
| Hughes Financial Services, LLC | 12 | $5.14K | 0.00% | +4+50.0% | Added |
| Cetera Trust Company, N.A | 16 | $5.22K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 17 | $5.54K | 0.00% | +17 | New |
| Evergreen Private Wealth LLC | 17 | $5.54K | 0.00% | +17 | New |
| Semmax Financial Advisors Inc. | 14 | $6.15K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 19 | $6.20K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 15 | $6.25K | 0.00% | +15 | New |
| Dogwood Wealth Management LLC | 20 | $6.35K | 0.00% | +18+900.0% | Added |
| Cromwell Holdings LLC | 20 | $6.52K | 0.00% | +14+233.3% | Added |
| TD Capital Management LLC | 23 | $7.50K | 0.00% | +23 | New |
| South State Corp. | 26 | $8.48K | 0.00% | +5+23.8% | Added |
| Leonteq Securities AG | 29 | $9.46K | 0.00% | −3−9.4% | Reduced |
| TD Waterhouse Canada Inc. | 30 | $9.65K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 31 | $10.1K | 0.00% | +5+19.2% | Added |
| Private Trust Co NA | 32 | $10.4K | 0.00% | +32 | New |
| Bogart Wealth, LLC | 35 | $11.4K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 35 | $11.4K | 0.01% | +35 | New |
| Bell Investment Advisors, Inc | 35 | $11.4K | 0.00% | −2−5.4% | Reduced |
| JFS Wealth Advisors, LLC | 35 | $11.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 36 | $11.7K | 0.00% | +36 | New |
| Avion Wealth | 38 | $12.0K | 0.00% | +20+111.1% | Added |
| Aventura Private Wealth, LLC | 40 | $13.0K | 0.01% | +10+33.3% | Added |
| Whipplewood Advisors, LLC | 42 | $13.7K | 0.01% | −63−60.0% | Reduced |
| Private Wealth Asset Management, LLC | 42 | $13.7K | 0.00% | −5−10.6% | Reduced |
| WPG Advisers, LLC | 42 | $13.7K | 0.01% | −5−10.6% | Reduced |
| J.Safra Asset Management Corp | 43 | $14.0K | 0.00% | +2+4.9% | Added |
| ORG Partners LLC | 47 | $15.1K | 0.00% | +11+30.6% | Added |
| Westside Investment Management, Inc. | 48 | $15.5K | 0.00% | +48 | New |
| LRI Investments, LLC | 48 | $15.7K | 0.00% | +48 | New |
| Rossby Financial, LCC | 49 | $16.0K | 0.01% | +49 | New |
| Peoples Financial Services Corp. | 50 | $16.3K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $16.3K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 50 | $16.3K | 0.01% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 50 | $16.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 52 | $17.0K | 0.00% | +52 | New |
| Cornerstone Planning Group LLC | 42 | $17.6K | 0.00% | +8+23.5% | Added |
| Truvestments Capital LLC | 57 | $18.7K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 60 | $19.6K | 0.01% | −62−50.8% | Reduced |
| CVA Family Office, LLC | 61 | $19.9K | 0.00% | +24+64.9% | Added |
| Private Wealth Management Group, LLC | 62 | $20.2K | 0.01% | +11+21.6% | Added |
| Essential Partners LLC | 62 | $20.2K | 0.01% | +62 | New |
| MV Capital Management, Inc. | 63 | $20.5K | 0.00% | +3+5.0% | Added |
| SBI Securities Co., Ltd. | 63 | $20.5K | 0.00% | +23+57.5% | Added |
| Tower Research Capital LLC (TRC) | 64 | $20.9K | 0.00% | −1,319−95.4% | Reduced |
| Sierra Ocean, LLC | 68 | $22.2K | 0.02% | −3−4.2% | Reduced |
| Whittier Trust Co | 69 | $22.5K | 0.00% | +33+91.7% | Added |
| Sachetta, LLC | 73 | $23.8K | 0.01% | +7+10.6% | Added |
| TFC Financial Management | 74 | $24.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 76 | $24.8K | 0.00% | +6+8.6% | Added |
| Hemington Wealth Management | 87 | $28.0K | 0.00% | +21+31.8% | Added |