| Ogorek Anthony Joseph | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $232 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $431 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2 | $457 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 2 | $464 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $465 | 0.00% | +2 | New |
| TD Waterhouse Canada Inc. | 3 | $685 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 3 | $696 | 0.00% | −2−40.0% | Reduced |
| Financial Management Professionals, Inc. | 3 | $697 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $697 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $697 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $697 | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 3 | $697 | 0.00% | +3 | New |
| Essential Partners LLC | 3 | $697 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $928 | 0.00% | −10−71.4% | Reduced |
| Rialto Wealth Management, LLC | 4 | $929 | 0.00% | +1+33.3% | Added |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | +4+200.0% | Added |
| Activest Wealth Management | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5 | $1.27K | 0.00% | −2−28.6% | Reduced |
| Rothschild Investment LLC | 6 | $1.39K | 0.00% | +6 | New |
| Cromwell Holdings LLC | 6 | $1.39K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $1.63K | 0.00% | +2+40.0% | Added |
| Cloud Capital Management, LLC | 12 | $2.00K | 0.00% | +12 | New |
| SBI Securities Co., Ltd. | 9 | $2.09K | 0.00% | −5−35.7% | Reduced |
| WPG Advisers, LLC | 10 | $2.32K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 10 | $2.32K | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 10 | $2.32K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 11 | $2.51K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 12 | $2.79K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 12 | $2.79K | 0.00% | +12 | New |
| Salem Investment Counselors Inc | 13 | $3.02K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 14 | $3.25K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $3.39K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 16 | $3.72K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 16 | $3.72K | 0.00% | +16 | New |
| Ameriflex Group, Inc. | 16 | $3.72K | 0.00% | +16 | New |
| Fortitude Family Office, LLC | 17 | $3.95K | 0.00% | +2+13.3% | Added |
| Larson Financial Group LLC | 17 | $3.95K | 0.00% | +9+112.5% | Added |
| Private Trust Co NA | 18 | $4.18K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 19 | $4.41K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $4.64K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 20 | $4.64K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 21 | $4.88K | 0.00% | +21 | New |
| TFC Financial Management | 22 | $5.11K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 23 | $5.34K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $5.57K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 25 | $5.81K | 0.00% | +1+4.2% | Added |
| Medallion Wealth Advisors, LLC | 30 | $6.97K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 35 | $8.13K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 38 | $8.82K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 39 | $9.06K | 0.00% | −1−2.5% | Reduced |
| Advisory Services Network, LLC | 42 | $9.75K | 0.00% | +42 | New |
| Farmers & Merchants Investments Inc | 43 | $9.98K | 0.00% | +1+2.4% | Added |
| Itau Unibanco Holding S.A. | 45 | $10.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $10.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 51 | $11.8K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 49 | $12.0K | 0.00% | +49 | New |
| LRI Investments, LLC | 54 | $12.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 55 | $12.8K | 0.00% | +55 | Added |
| Creative Financial Designs Inc | 58 | $13.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 58 | $13.5K | 0.00% | +58 | New |
| DT Investment Partners, LLC | 60 | $13.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 60 | $14.0K | 0.01% | −4−6.3% | Reduced |
| Principal Securities, Inc. | 67 | $15.6K | 0.00% | −2−2.9% | Reduced |
| True Wealth Design, LLC | 75 | $17.4K | 0.01% | +74+7,400.0% | Added |
| TD Capital Management LLC | 86 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 91 | $21.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 92 | $21.4K | 0.00% | −4−4.2% | Reduced |
| Hager Investment Management Services, LLC | 92 | $21.4K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 100 | $23.2K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 100 | $23.2K | 0.01% | +100 | New |
| Caitong International Asset Management Co., Ltd | 100 | $23.2K | 0.02% | +100 | New |
| Optiver Holding B.V. | 101 | $23.5K | 0.00% | +101 | New |
| Rise Advisors, LLC | 102 | $23.7K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 104 | $24.1K | 0.00% | +104 | New |
| First United Bank Trust | 105 | $24.4K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 110 | $25.5K | 0.02% | −15−12.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 119 | $27.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 124 | $28.8K | 0.00% | −70−36.1% | Reduced |
| Root Financial Partners, LLC | 128 | $29.7K | 0.00% | +128 | New |
| Huntington National Bank | 134 | $31.1K | 0.00% | +13+10.7% | Added |
| Wealthspire Advisors, LLC | 137 | $31.8K | 0.00% | +137 | New |
| Clearstead Advisors, LLC | 138 | $32.0K | 0.00% | +20+16.9% | Added |
| Banque Cantonale Vaudoise | 168 | $39.0K | 0.00% | +12+7.7% | Added |
| Simplex Trading, LLC | 179 | $41.0K | 0.00% | +179 | New |
| Spire Wealth Management | 179 | $41.7K | 0.00% | −103−36.5% | Reduced |
| Central Trust Co | 182 | $42.3K | 0.00% | −62−25.4% | Reduced |
| Golden State Wealth Management, LLC | 184 | $42.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 191 | $44.4K | 0.00% | +191 | New |
| Bayforest Capital Ltd | 191 | $44.4K | 0.02% | +191 | New |
| Essex Investment Management Co LLC | 193 | $44.8K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 200 | $46.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 209 | $48.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 216 | $50.2K | 0.01% | +209+2,985.7% | Added |
| Whittier Trust Co of Nevada Inc | 225 | $51.4K | 0.00% | +83+58.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 223 | $51.8K | 0.01% | 00.0% | Unchanged |