| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $41 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 2 | $82 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2 | $82 | 0.00% | +2 | New |
| Scarborough Advisors, LLC | 2 | $90 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $122 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 3 | $122 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 4 | $163 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $203 | 0.00% | −2,194−99.8% | Reduced |
| South State Corp. | 5 | $203 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $203 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 6 | $244 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $244 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $284 | 0.00% | +4+133.3% | Added |
| Curio Wealth, LLC | 7 | $284 | 0.00% | +7 | New |
| SHP Wealth Management | 11 | $446 | 0.00% | +11 | New |
| Intentional Wealth Strategies, LLC | 11 | $446 | 0.00% | +11 | New |
| Bare Financial Services, Inc | 12 | $486 | 0.00% | +12 | New |
| Vermillion Wealth Management, Inc. | 13 | $527 | 0.00% | +13 | New |
| Dunhill Financial, LLC | 14 | $599 | 0.00% | +8+133.3% | Added |
| Hughes Financial Services, LLC | 15 | $608 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 16 | $662 | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 17 | $728 | 0.00% | +6+54.5% | Added |
| HFM Investment Advisors, LLC | 18 | $730 | 0.00% | +2+12.5% | Added |
| Cornerstone Financial Management LLC | 19 | $770 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $811 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 20 | $811 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 21 | $852 | 0.00% | +21 | New |
| SBI Securities Co., Ltd. | 25 | $1.01K | 0.00% | 00.0% | Unchanged |
| American National Bank | 33 | $1.34K | 0.00% | −33−50.0% | Reduced |
| Retirement Wealth Solutions LLC | 34 | $1.38K | 0.00% | +32+1,600.0% | Added |
| Davis Capital Management | 36 | $1.46K | 0.00% | +36 | New |
| Bayban | 39 | $1.58K | 0.00% | +39 | New |
| Maseco LLP | 40 | $1.63K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 41 | $1.66K | 0.00% | +41 | New |
| Rialto Wealth Management, LLC | 42 | $1.70K | 0.00% | +24+133.3% | Added |
| DiNuzzo Private Wealth, Inc. | 44 | $1.78K | 0.00% | −1−2.2% | Reduced |
| Cromwell Holdings LLC | 44 | $1.78K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 45 | $1.82K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 52 | $2.11K | 0.00% | −14−21.2% | Reduced |
| NBC Securities, Inc. | 53 | $2.15K | 0.00% | +1+1.9% | Added |
| Bogart Wealth, LLC | 55 | $2.21K | 0.00% | +2+3.8% | Added |
| Sunbelt Securities, Inc. | 59 | $2.39K | 0.00% | +10+20.4% | Added |
| Silver Grove Financial Group, Inc. | 62 | $2.51K | 0.00% | +62 | New |
| Brown Brothers Harriman & Co | 63 | $2.55K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 66 | $2.68K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 68 | $2.76K | 0.00% | −58−46.0% | Reduced |
| Bruce G. Allen Investments, LLC | 74 | $3.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 85 | $3.45K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 95 | $3.85K | 0.00% | +95 | New |
| Zions Bancorporation, National Association | 96 | $3.89K | 0.00% | +96 | New |
| Wolff Wiese Magana LLC | 100 | $4.05K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 101 | $4.09K | 0.00% | +3+3.1% | Added |
| Lodestone Wealth Management LLC | 111 | $4.50K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 118 | $4.78K | 0.00% | +100+555.6% | Added |
| Private Trust Co NA | 120 | $4.87K | 0.00% | +100+500.0% | Added |
| Rossby Financial, LCC | 117 | $4.90K | 0.00% | +54+85.7% | Added |
| RWM Asset Management, LLC | 134 | $5.43K | 0.00% | +134 | New |
| Elequin Capital LP | 136 | $5.51K | 0.00% | +136 | New |
| JPL Wealth Management, LLC | 144 | $5.84K | 0.00% | +144 | New |
| Twin Peaks Wealth Advisors, LLC | 156 | $6.32K | 0.00% | +156 | New |
| Keating Financial Advisory Services, Inc. | 157 | $6.37K | 0.00% | +32+25.6% | Added |
| Torren Management, LLC | 170 | $6.91K | 0.00% | −987−85.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 175 | $7.09K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 183 | $7.42K | 0.00% | +15+8.9% | Added |
| Fortitude Family Office, LLC | 185 | $7.50K | 0.00% | +101+120.2% | Added |
| Tanglewood Legacy Advisors, LLC | 200 | $8.11K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 230 | $9.34K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 232 | $9.40K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 245 | $9.93K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 247 | $10.0K | 0.01% | −108−30.4% | Reduced |
| Walleye Capital LLC | 270 | $10.9K | 0.00% | −816−75.1% | Reduced |
| Frazier Financial Advisors, LLC | 274 | $11.1K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 280 | $11.4K | 0.00% | +280 | New |
| Versant Capital Management, Inc | 283 | $11.5K | 0.00% | −518−64.7% | Reduced |
| Atlantic Trust, LLC | 285 | $11.6K | 0.00% | −46−13.9% | Reduced |
| Danske Bank A/S | 300 | $12.2K | 0.00% | −1,900−86.4% | Reduced |
| Huntington National Bank | 312 | $12.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 312 | $12.6K | 0.00% | +312 | New |
| Freestone Grove Partners LP | 333 | $13.5K | 0.00% | +333 | New |
| Owl Creek Wealth Partners LLC | 349 | $14.1K | 0.01% | +349 | New |
| CX Institutional | 392 | $16.0K | 0.00% | +392 | New |
| Group One Trading, L.P. | 400 | $16.2K | 0.00% | −347−46.5% | Reduced |
| JFS Wealth Advisors, LLC | 414 | $16.8K | 0.00% | +9+2.2% | Added |
| Holos Integrated Wealth LLC | 412 | $17.3K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 496 | $20.1K | 0.00% | −767−60.7% | Reduced |
| Monetary Management Group Inc | 500 | $20.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 535 | $21.7K | 0.00% | +189+54.6% | Added |
| Quent Capital, LLC | 549 | $22.3K | 0.00% | +117+27.1% | Added |
| Whittier Trust Co of Nevada Inc | 583 | $24.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 612 | $24.8K | 0.00% | −89−12.7% | Reduced |
| Advisory Services Network, LLC | 618 | $25.1K | 0.00% | +618 | New |
| SJS Investment Consulting Inc. | 710 | $28.8K | 0.00% | +160+29.1% | Added |
| Activest Wealth Management | 734 | $29.8K | 0.01% | +1+0.1% | Added |
| Parkside Financial Bank & Trust | 753 | $30.5K | 0.00% | +10+1.3% | Added |
| Cedar Mountain Advisors, LLC | 796 | $32.3K | 0.01% | +796 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 804 | $32.6K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 812 | $32.9K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 893 | $36.2K | 0.03% | +893 | New |