| SHP Wealth Management | 0 | $55 | 0.00% | 0 | New |
| SJS Investment Consulting Inc. | 1 | $242 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $242 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $247 | 0.00% | +1 | New |
| Atlantic Union Bankshares Corp | 2 | $484 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $484 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $484 | 0.00% | +2 | New |
| Optima Capital LLC | 2 | $484 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $541 | 0.00% | −6,271−100.0% | Reduced |
| JFS Wealth Advisors, LLC | 4 | $968 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 4 | $968 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 4 | $968 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6 | $1.45K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 6 | $1.45K | 0.00% | +6 | New |
| Keating Financial Advisory Services, Inc. | 6 | $1.45K | 0.00% | +6 | New |
| UMA Financial Services, Inc. | 7 | $1.69K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 7 | $1.77K | 0.00% | −27−79.4% | Reduced |
| Fortitude Family Office, LLC | 8 | $1.94K | 0.00% | +2+33.3% | Added |
| Ankerstar Wealth, LLC | 8 | $1.94K | 0.00% | +8 | New |
| Abound Wealth Management | 8 | $1.94K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $2.18K | 0.00% | +9 | New |
| LRI Investments, LLC | 9 | $2.21K | 0.00% | +9 | New |
| Financial Network Wealth Advisors LLC | 10 | $2.42K | 0.00% | −2−16.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 12 | $2.90K | 0.00% | +12 | New |
| Torren Management, LLC | 12 | $2.90K | 0.00% | +12 | New |
| Wolff Wiese Magana LLC | 14 | $3.39K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 14 | $3.39K | 0.00% | +1+7.7% | Added |
| Bell Investment Advisors, Inc | 15 | $3.63K | 0.00% | +2+15.4% | Added |
| Vermillion & White Wealth Management Group, LLC | 16 | $3.87K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 16 | $3.87K | 0.00% | +11+220.0% | Added |
| Hurley Capital, LLC | 17 | $4.11K | 0.00% | +17 | New |
| Quarry LP | 17 | $4.11K | 0.00% | +17 | New |
| Basecamp Wealth Advisors LLC | 18 | $4.35K | 0.00% | +18 | New |
| Trifecta Capital Advisors, LLC | 20 | $4.84K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 22 | $5.32K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 22 | $5.32K | 0.00% | +22 | New |
| Hager Investment Management Services, LLC | 23 | $5.56K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 25 | $6.05K | 0.00% | −5−16.7% | Reduced |
| Noble Wealth Management PBC | 25 | $6.05K | 0.00% | +25 | New |
| TFC Financial Management | 25 | $6.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $6.53K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 27 | $6.53K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 27 | $6.53K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 29 | $7.01K | 0.00% | +29 | New |
| Harbor Investment Advisory, LLC | 30 | $7.26K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 30 | $7.26K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 31 | $7.50K | 0.00% | −16−34.0% | Reduced |
| Kennebec Savings Bank | 31 | $7.50K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 31 | $7.50K | 0.00% | +31 | New |
| Bear Mountain Capital, Inc. | 20 | $7.57K | 0.00% | +20 | New |
| Rosenberg Matthew Hamilton | 33 | $7.98K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 36 | $8.71K | 0.00% | +36 | New |
| Contravisory Investment Management, Inc. | 37 | $8.95K | 0.00% | +37 | New |
| Elequin Capital LP | 37 | $8.95K | 0.00% | +37 | New |
| Costello Asset Management, INC | 38 | $9.19K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 39 | $9.43K | 0.01% | +39 | New |
| Clearstead Advisors, LLC | 40 | $9.68K | 0.00% | −1−2.4% | Reduced |
| Wellington-Altus USA Inc. | 40 | $9.68K | 0.01% | +40 | New |
| Armstrong Advisory Group, Inc | 47 | $11.4K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 52 | $13.0K | 0.01% | +52 | New |
| Ameliora Wealth Management Ltd. | 60 | $14.5K | 0.00% | +60 | New |
| Geneos Wealth Management Inc. | 64 | $15.5K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 67 | $16.2K | 0.02% | +67 | New |
| Bryn Mawr Trust Co | 70 | $16.9K | 0.00% | +70 | New |
| Covestor Ltd | 70 | $17.0K | 0.01% | −8−10.3% | Reduced |
| Tidemark, LLC | 75 | $18.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 78 | $18.9K | 0.00% | +13+20.0% | Added |
| Versant Capital Management, Inc | 80 | $19.4K | 0.00% | +2+2.6% | Added |
| Alphadyne Asset Management LP | 87 | $21.0K | 0.00% | +87 | New |
| Public Employees Retirement System of Ohio | 89 | $21.5K | 0.00% | +13+17.1% | Added |
| N.E.W. Advisory Services LLC | 90 | $21.8K | 0.00% | +10+12.5% | Added |
| Kerr Financial Planning Corp | 101 | $24.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 100 | $24.2K | 0.00% | +100 | New |
| Barrett & Company, Inc. | 100 | $24.2K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 101 | $24.4K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 103 | $24.9K | 0.00% | +7+7.3% | Added |
| Provenance Wealth Advisors, LLC | 104 | $25.2K | 0.00% | −40−27.8% | Reduced |
| Hilton Head Capital Partners, LLC | 106 | $25.6K | 0.01% | +106 | New |
| Tema ETFs LLC | 108 | $26.1K | 0.00% | +108 | New |
| Wexford Capital LP | 109 | $26.4K | 0.01% | −151−58.1% | Reduced |
| Glen Eagle Advisors, LLC | 110 | $26.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 112 | $27.1K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 115 | $27.8K | 0.00% | +15+15.0% | Added |
| Banque Cantonale Vaudoise | 121 | $29.0K | 0.00% | −20−14.2% | Reduced |
| Bessemer Group Inc | 117 | $29.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 120 | $29.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 124 | $30.0K | 0.00% | +19+18.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 126 | $30.5K | 0.00% | +126 | New |
| RMG Wealth Management LLC | 100 | $31.2K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 130 | $31.4K | 0.02% | +130 | New |
| Hazlett, Burt & Watson, Inc. | 133 | $32.0K | 0.01% | +63+90.0% | Added |
| Ronald Blue Trust, Inc. | 136 | $32.8K | 0.00% | −80−37.0% | Reduced |
| TD Waterhouse Canada Inc. | 139 | $33.6K | 0.00% | +59+73.8% | Added |
| ORG Partners LLC | 146 | $35.3K | 0.01% | −1−0.7% | Reduced |
| Colonial Trust Co | 150 | $36.3K | 0.00% | −225−60.0% | Reduced |
| Assetmark, Inc | 156 | $37.7K | 0.00% | +32+25.8% | Added |