| Ogorek Anthony Joseph | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $286 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 1 | $287 | 0.00% | −1,380−99.9% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $287 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $287 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $287 | 0.00% | +1 | New |
| USA Financial Portformulas Corp | 1 | $287 | 0.00% | +1 | New |
| SHP Wealth Management | 1 | $287 | 0.00% | +1 | New |
| Intentional Wealth Strategies, LLC | 1 | $287 | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 1 | $290 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $573 | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 2 | $573 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $573 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $573 | 0.00% | +2 | New |
| Cornerstone Financial Management LLC | 2 | $573 | 0.00% | +2 | New |
| Essential Partners LLC | 2 | $573 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $574 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 2 | $574 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $574 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $635 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $860 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $860 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $860 | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 3 | $860 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 4 | $1.15K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $1.15K | 0.00% | +4 | New |
| Golden State Equity Partners | 5 | $1.43K | 0.00% | +5 | New |
| WPG Advisers, LLC | 5 | $1.43K | 0.00% | −5−50.0% | Reduced |
| Sachetta, LLC | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $1.43K | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 5 | $1.57K | 0.00% | +5 | New |
| Brown, Lisle/Cummings, Inc. | 7 | $2.01K | 0.00% | +7 | New |
| Ameriflex Group, Inc. | 8 | $2.29K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $2.58K | 0.00% | +6+200.0% | Added |
| Cromwell Holdings LLC | 9 | $2.58K | 0.00% | +3+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 10 | $2.87K | 0.00% | +3+42.9% | Added |
| Private Wealth Management Group, LLC | 10 | $2.87K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 10 | $2.94K | 0.00% | +10 | New |
| Private Trust Co NA | 11 | $3.15K | 0.00% | −28−71.8% | Reduced |
| Princeton Global Asset Management LLC | 11 | $3.15K | 0.00% | −12−52.2% | Reduced |
| North Star Investment Management Corp. | 11 | $3.15K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 11 | $3.15K | 0.00% | +11 | New |
| Oakworth Capital, Inc. | 12 | $3.44K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 13 | $3.73K | 0.00% | +2+18.2% | Added |
| SBI Securities Co., Ltd. | 13 | $3.73K | 0.00% | +6+85.7% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $3.73K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 13 | $3.73K | 0.00% | +13 | New |
| Accent Capital Management, LLC | 16 | $4.59K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 16 | $4.59K | 0.00% | +16 | New |
| Global Trust Asset Management, LLC | 18 | $5.16K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 20 | $5.74K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 21 | $6.09K | 0.00% | +7+50.0% | Added |
| TFC Financial Management | 22 | $6.31K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $6.88K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 26 | $7.46K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 29 | $8.31K | 0.00% | +29 | New |
| Medallion Wealth Advisors, LLC | 30 | $8.60K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 31 | $8.89K | 0.00% | +10+47.6% | Added |
| Ancora Advisors, LLC | 32 | $9.18K | 0.00% | +32 | New |
| Marquette Asset Management, LLC | 34 | $9.75K | 0.00% | +8+30.8% | Added |
| Bogart Wealth, LLC | 36 | $10.3K | 0.00% | +13+56.5% | Added |
| Bartlett & Co. Wealth Management LLC | 35 | $10.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 44 | $12.6K | 0.00% | +30+214.3% | Added |
| Farmers & Merchants Investments Inc | 45 | $12.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 46 | $13.3K | 0.00% | −5−9.8% | Reduced |
| Itau Unibanco Holding S.A. | 48 | $13.8K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 48 | $13.8K | 0.00% | +28+140.0% | Added |
| Clearstead Advisors, LLC | 52 | $14.9K | 0.00% | −202−79.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 52 | $14.9K | 0.00% | +52 | New |
| Keating Financial Advisory Services, Inc. | 55 | $15.8K | 0.00% | +14+34.1% | Added |
| LRI Investments, LLC | 57 | $16.3K | 0.00% | +3+5.6% | Added |
| Atlantic Union Bankshares Corp | 58 | $16.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 61 | $17.4K | 0.00% | +61 | New |
| MidFirst Bank | 62 | $17.8K | 0.00% | −59−48.8% | Reduced |
| Creative Financial Designs Inc | 62 | $17.8K | 0.00% | +4+6.9% | Added |
| JFS Wealth Advisors, LLC | 64 | $18.4K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 65 | $18.6K | 0.01% | +65 | New |
| Guinness Asset Management LTD | 70 | $20.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 71 | $20.2K | 0.00% | −2−2.7% | Reduced |
| Harbour Investments, Inc. | 74 | $21.2K | 0.00% | +19+34.5% | Added |
| Spire Wealth Management | 77 | $22.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 85 | $24.4K | 0.00% | +80+1,600.0% | Added |
| TD Capital Management LLC | 86 | $24.7K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 87 | $24.9K | 0.00% | +87 | New |
| Salomon & Ludwin, LLC | 84 | $24.9K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 100 | $28.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 101 | $29.0K | 0.00% | +17+20.2% | Added |
| Community Bank, N.A. | 104 | $29.8K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 115 | $33.0K | 0.01% | +4+3.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 119 | $34.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 132 | $37.8K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 138 | $40.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 143 | $41.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 139 | $41.6K | 0.00% | −3−2.1% | Reduced |
| Rothschild Investment LLC | 175 | $50.2K | 0.00% | +172+5,733.3% | Added |
| Huntington National Bank | 177 | $50.8K | 0.00% | +79+80.6% | Added |