| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $475 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $476 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $477 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $477 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1 | $477 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1 | $477 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $477 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1 | $477 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $477 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $477 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1 | $477 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $477 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $477 | 0.00% | +1 | New |
| Rossby Financial, LCC | 2 | $953 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $953 | 0.00% | +1+100.0% | Added |
| True Wealth Design, LLC | 2 | $954 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $954 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2 | $954 | 0.00% | +2 | New |
| Picton Mahoney Asset Management | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Bokf, NA | 3 | $1.43K | 0.00% | −17−85.0% | Reduced |
| BankPlus Trust Department | 3 | $1.43K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3 | $1.43K | 0.00% | +2+200.0% | Added |
| Trifecta Capital Advisors, LLC | 3 | $1.43K | 0.00% | +3 | New |
| Montag A & Associates Inc | 3 | $1.53K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 4 | $1.69K | 0.00% | +2+100.0% | Added |
| Meeder Asset Management Inc | 4 | $1.91K | 0.00% | −10−71.4% | Reduced |
| SJS Investment Consulting Inc. | 4 | $1.91K | 0.00% | −3−42.9% | Reduced |
| Financial Management Professionals, Inc. | 4 | $1.91K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $1.91K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $1.91K | 0.00% | +1+33.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $1.91K | 0.00% | +4 | New |
| Horizon Investments, LLC | 5 | $2.38K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 5 | $2.38K | 0.00% | −13−72.2% | Reduced |
| WPG Advisers, LLC | 5 | $2.38K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 5 | $2.38K | 0.00% | +5 | New |
| Colonial Trust Co | 5 | $2.38K | 0.00% | +5 | New |
| Solstein Capital, LLC | 6 | $2.86K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $2.86K | 0.00% | +1+20.0% | Added |
| Armstrong Advisory Group, Inc | 7 | $3.34K | 0.00% | +7 | New |
| Salem Investment Counselors Inc | 8 | $3.81K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $4.29K | 0.00% | +3+50.0% | Added |
| Clearstead Advisors, LLC | 9 | $4.29K | 0.00% | −2−18.2% | Reduced |
| Fortitude Family Office, LLC | 10 | $4.77K | 0.00% | +10 | New |
| Crewe Advisors LLC | 11 | $5.24K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 11 | $5.24K | 0.00% | +8+266.7% | Added |
| Archer Investment Corp | 12 | $5.72K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $6.20K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 16 | $7.63K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 16 | $7.63K | 0.00% | +2+14.3% | Added |
| Private Wealth Management Group, LLC | 16 | $7.63K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 16 | $7.63K | 0.00% | +16 | New |
| McIlrath & Eck, LLC | 17 | $8.10K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 17 | $8.22K | 0.01% | +7+70.0% | Added |
| Farmers & Merchants Investments Inc | 19 | $9.06K | 0.00% | +3+18.8% | Added |
| Rialto Wealth Management, LLC | 19 | $9.06K | 0.00% | +3+18.8% | Added |
| Smartleaf Asset Management LLC | 20 | $9.27K | 0.00% | −11−35.5% | Reduced |
| Creative Financial Designs Inc | 20 | $9.53K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 24 | $11.5K | 0.00% | +24 | New |
| Blume Capital Management, Inc. | 25 | $11.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $11.9K | 0.00% | +1+4.2% | Added |
| Private Trust Co NA | 25 | $11.9K | 0.00% | +9+56.3% | Added |
| Transce3nd, LLC | 26 | $12.4K | 0.01% | −2−7.1% | Reduced |
| Frazier Financial Advisors, LLC | 27 | $12.9K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 29 | $13.8K | 0.01% | +29 | New |
| Sound Income Strategies, LLC | 30 | $14.3K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 30 | $14.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 31 | $14.8K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 31 | $14.8K | 0.00% | +2+6.9% | Added |
| Optiver Holding B.V. | 33 | $15.7K | 0.00% | +33 | New |
| Bell Investment Advisors, Inc | 33 | $15.7K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 34 | $16.2K | 0.01% | −591−94.6% | Reduced |
| Accredited Wealth Management, LLC | 35 | $16.7K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 50 | $18.3K | 0.01% | +50 | New |
| Key Financial Inc | 44 | $21.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 45 | $21.5K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 48 | $22.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 48 | $22.9K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 50 | $23.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $23.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 50 | $23.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 53 | $25.3K | 0.00% | +53 | New |
| V-Square Quantitative Management LLC | 53 | $25.3K | 0.00% | +53 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54 | $25.7K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 61 | $29.0K | 0.00% | +9+17.3% | Added |
| Park Square Financial Group, LLC | 61 | $29.1K | 0.02% | +11+22.0% | Added |
| Versant Capital Management, Inc | 62 | $29.6K | 0.00% | +62 | New |
| Larson Financial Group LLC | 63 | $30.0K | 0.00% | −2−3.1% | Reduced |
| MAI Capital Management | 64 | $30.5K | 0.00% | −1−1.5% | Reduced |
| Osterweis Capital Management Inc | 65 | $31.0K | 0.00% | +65 | New |
| Leonteq Securities AG | 68 | $32.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 69 | $32.9K | 0.00% | +48+228.6% | Added |
| Parkside Financial Bank & Trust | 69 | $32.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 80 | $38.1K | 0.00% | +42+110.5% | Added |
| United Community Bank | 84 | $40.0K | 0.01% | −248−74.7% | Reduced |
| Coastline Trust Co | 90 | $42.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 90 | $42.9K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 95 | $45.3K | 0.00% | +34+55.7% | Added |
| Ancora Advisors, LLC | 100 | $47.7K | 0.00% | 00.0% | Unchanged |