| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| DV Trading LLC | 1 | $76 | 0.00% | +1 | New |
| Central Trust Co | 2 | $153 | 0.00% | +2 | New |
| TD Private Client Wealth LLC | 2 | $153 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $153 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $153 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 3 | $199 | 0.00% | +3 | New |
| Sunbelt Securities, Inc. | 3 | $229 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $229 | 0.00% | +1+50.0% | Added |
| MAI Capital Management | 5 | $383 | 0.00% | +5 | New |
| Signature Equity Partners, LLC | 6 | $459 | 0.00% | +6 | New |
| Clearstead Advisors, LLC | 7 | $536 | 0.00% | −181−96.3% | Reduced |
| Marquette Asset Management, LLC | 8 | $612 | 0.00% | +8 | New |
| Godfrey Financial Associates, Inc. | 8 | $612 | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 9 | $688 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 9 | $689 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 15 | $1.15K | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 16 | $1.22K | 0.00% | +4+33.3% | Added |
| South State Corp. | 16 | $1.22K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 18 | $1.38K | 0.00% | +7+63.6% | Added |
| N.E.W. Advisory Services LLC | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 23 | $1.76K | 0.00% | +23 | New |
| Torren Management, LLC | 24 | $1.84K | 0.00% | +24 | New |
| Hazlett, Burt & Watson, Inc. | 26 | $2.00K | 0.00% | +26 | New |
| DiNuzzo Private Wealth, Inc. | 28 | $2.14K | 0.00% | −2−6.7% | Reduced |
| GHP Investment Advisors, Inc. | 30 | $2.29K | 0.00% | +30 | New |
| UMA Financial Services, Inc. | 31 | $2.37K | 0.00% | +6+24.0% | Added |
| Umb Bank N A | 33 | $2.52K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $2.68K | 0.00% | +2+6.1% | Added |
| Greenline Wealth Management LLC | 42 | $3.18K | 0.00% | +42 | New |
| Rachor Investment Advisory Services, LLC | 44 | $3.37K | 0.00% | +44 | New |
| Salomon & Ludwin, LLC | 50 | $3.67K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 49 | $3.75K | 0.00% | +11+28.9% | Added |
| Dogwood Wealth Management LLC | 50 | $3.82K | 0.00% | +41+455.6% | Added |
| Bogart Wealth, LLC | 64 | $4.89K | 0.00% | +64 | New |
| Rakuten Securities, Inc. | 66 | $5.05K | 0.00% | +66 | New |
| Fortitude Family Office, LLC | 70 | $5.35K | 0.00% | +5+7.7% | Added |
| Turning Point Benefit Group, Inc. | 73 | $5.58K | 0.00% | +73 | New |
| Meeder Asset Management Inc | 75 | $5.74K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 84 | $6.43K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 92 | $7.04K | 0.00% | −139−60.2% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 93 | $7.11K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 96 | $7.34K | 0.00% | −711−88.1% | Reduced |
| Basecamp Wealth Advisors LLC | 100 | $7.65K | 0.00% | +100 | New |
| Keating Financial Advisory Services, Inc. | 105 | $8.03K | 0.00% | +105 | New |
| Rialto Wealth Management, LLC | 115 | $8.80K | 0.00% | +2+1.8% | Added |
| True Wealth Design, LLC | 116 | $8.87K | 0.00% | −3−2.5% | Reduced |
| JFS Wealth Advisors, LLC | 126 | $9.64K | 0.00% | +55+77.5% | Added |
| ORG Partners LLC | 136 | $10.4K | 0.00% | +58+74.4% | Added |
| Parallel Advisors, LLC | 137 | $10.5K | 0.00% | +6+4.6% | Added |
| Brown Brothers Harriman & Co | 141 | $10.8K | 0.00% | +141 | New |
| SJS Investment Consulting Inc. | 155 | $11.9K | 0.00% | +139+868.8% | Added |
| WPG Advisers, LLC | 157 | $12.0K | 0.01% | +145+1,208.3% | Added |
| Sound Income Strategies, LLC | 178 | $13.6K | 0.00% | +178 | New |
| Steward Partners Investment Advisory, LLC | 228 | $17.4K | 0.00% | +13+6.0% | Added |
| Bell Investment Advisors, Inc | 230 | $17.6K | 0.00% | +7+3.1% | Added |
| Zions Bancorporation, National Association | 235 | $18.0K | 0.00% | +235 | New |
| BFSG, LLC | 240 | $18.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 249 | $19.0K | 0.00% | +9+3.8% | Added |
| SBI Securities Co., Ltd. | 265 | $20.3K | 0.00% | +239+919.2% | Added |
| Root Financial Partners, LLC | 277 | $21.2K | 0.00% | +12+4.5% | Added |
| IFP Advisors, Inc | 284 | $21.7K | 0.00% | −63−18.2% | Reduced |
| Allworth Financial LP | 291 | $22.3K | 0.00% | −26−8.2% | Reduced |
| Contravisory Investment Management, Inc. | 298 | $22.8K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 300 | $22.9K | 0.02% | +300 | New |
| Essential Partners LLC | 305 | $23.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 470 | $36.0K | 0.00% | +56+13.5% | Added |
| Larson Financial Group LLC | 481 | $36.8K | 0.00% | −12−2.4% | Reduced |
| Optiver Holding B.V. | 499 | $38.2K | 0.00% | −466−48.3% | Reduced |
| Global Retirement Partners, LLC | 509 | $38.9K | 0.00% | +372+271.5% | Added |
| Farther Finance Advisors, LLC | 513 | $39.2K | 0.00% | +245+91.4% | Added |
| EverSource Wealth Advisors, LLC | 532 | $40.7K | 0.00% | +74+16.2% | Added |
| Kemnay Advisory Services Inc. | 539 | $41.2K | 0.01% | +539 | New |
| Cary Street Partner Investment Advisory LLC | 567 | $43.4K | 0.01% | +508+861.0% | Added |
| Eurizon Capital SGR S.p.A. | 585 | $44.1K | 0.00% | +585 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 586 | $45.8K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 650 | $49.7K | 0.03% | +650 | New |
| Signaturefd, LLC | 671 | $51.3K | 0.00% | +9+1.4% | Added |
| Elequin Capital LP | 680 | $52.0K | 0.01% | +680 | New |
| Quest Partners LLC | 696 | $53.2K | 0.00% | −119−14.6% | Reduced |
| Ameriflex Group, Inc. | 700 | $53.5K | 0.03% | −100−12.5% | Reduced |
| Smartleaf Asset Management LLC | 739 | $55.8K | 0.00% | +286+63.1% | Added |
| Huntington National Bank | 736 | $56.3K | 0.00% | −7−0.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 787 | $60.2K | 0.01% | +787 | New |
| Itau Unibanco Holding S.A. | 819 | $62.6K | 0.00% | −651−44.3% | Reduced |
| CoreCap Advisors, LLC | 1,000 | $76.5K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,041 | $79.6K | 0.00% | +662+174.7% | Added |
| Tower Research Capital LLC (TRC) | 1,114 | $85.2K | 0.00% | −6,424−85.2% | Reduced |
| Truvestments Capital LLC | 1,155 | $88.3K | 0.02% | +612+112.7% | Added |
| Lazard Asset Management LLC | 1,240 | $94.8K | 0.00% | +426+52.3% | Added |
| GAMMA Investing LLC | 1,418 | $108.5K | 0.01% | +398+39.0% | Added |
| Jones Financial Companies LLLP | 1,442 | $110.3K | 0.00% | +176+13.9% | Added |
| First Horizon Corp | 1,537 | $117.6K | 0.01% | +843+121.5% | Added |
| Covestor Ltd | 1,574 | $121.0K | 0.06% | −55−3.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,958 | $150.0K | 0.00% | +589+43.0% | Added |
| 683 Capital Management, LLC | 2,000 | $153.0K | 0.01% | −298,000−99.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,000 | $153.0K | 0.06% | 00.0% | Unchanged |
| Danske Bank A/S | 2,000 | $153.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,110 | $161.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 2,234 | $170.9K | 0.13% | +2,234 | New |
