| Ogorek Anthony Joseph | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| TD Waterhouse Canada Inc. | 1 | $291 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $298 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $299 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $299 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 1 | $299 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $299 | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 1 | $299 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $299 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 2 | $598 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $598 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 2 | $598 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $598 | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 2 | $598 | 0.00% | +2 | New |
| Silver Grove Financial Group, Inc. | 2 | $598 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $896 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $896 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 3 | $896 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4 | $1.20K | 0.00% | −681−99.4% | Reduced |
| Lodestone Wealth Management LLC | 4 | $1.20K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 5 | $1.49K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $1.49K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $1.49K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $1.53K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6 | $1.79K | 0.00% | −1−14.3% | Reduced |
| Hughes Financial Services, LLC | 6 | $1.79K | 0.00% | +4+200.0% | Added |
| Ameriflex Group, Inc. | 8 | $2.39K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $2.39K | 0.00% | +5+166.7% | Added |
| SBI Securities Co., Ltd. | 9 | $2.69K | 0.00% | −4−30.8% | Reduced |
| William B. Walkup & Associates, Inc. | 9 | $2.69K | 0.00% | +9 | New |
| Private Wealth Management Group, LLC | 10 | $2.99K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 10 | $2.99K | 0.00% | +10 | New |
| North Star Investment Management Corp. | 11 | $3.29K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 11 | $3.29K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 11 | $3.29K | 0.00% | +11 | New |
| Oakworth Capital, Inc. | 12 | $3.49K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $3.58K | 0.00% | +2+20.0% | Added |
| Caitong International Asset Management Co., Ltd | 12 | $3.58K | 0.00% | +12 | New |
| Rossby Financial, LCC | 13 | $3.88K | 0.00% | −8−38.1% | Reduced |
| Salem Investment Counselors Inc | 13 | $3.88K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $3.88K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 15 | $4.48K | 0.00% | +15 | New |
| Wealth Enhancement Trust Services, Inc. | 15 | $4.48K | 0.00% | +15 | New |
| JPL Wealth Management, LLC | 16 | $4.78K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 16 | $4.78K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 16 | $4.78K | 0.00% | +5+45.5% | Added |
| Cromwell Holdings LLC | 16 | $4.78K | 0.00% | +7+77.8% | Added |
| Zions Bancorporation, National Association | 18 | $5.38K | 0.00% | +5+38.5% | Added |
| Sachetta, LLC | 18 | $5.38K | 0.00% | +13+260.0% | Added |
| Arlington Trust Co LLC | 20 | $5.97K | 0.00% | −28−58.3% | Reduced |
| TFC Financial Management | 22 | $6.57K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $7.17K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 26 | $7.77K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 29 | $8.66K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 29 | $8.66K | 0.00% | +20+222.2% | Added |
| Medallion Wealth Advisors, LLC | 30 | $8.96K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 34 | $10.2K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 34 | $10.2K | 0.00% | +3+9.7% | Added |
| Bartlett & Co. Wealth Management LLC | 35 | $10.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 36 | $11.0K | 0.01% | −650−94.8% | Reduced |
| Action Point Financial Planning, LLC | 41 | $11.4K | 0.00% | +41 | New |
| Bogart Wealth, LLC | 41 | $12.2K | 0.00% | +5+13.9% | Added |
| Essential Partners LLC | 41 | $12.2K | 0.01% | +39+1,950.0% | Added |
| Anchor Investment Management, LLC | 43 | $12.8K | 0.00% | +43 | New |
| Farmers & Merchants Investments Inc | 44 | $13.1K | 0.00% | −1−2.2% | Reduced |
| Fortitude Family Office, LLC | 45 | $13.4K | 0.00% | +1+2.3% | Added |
| LRI Investments, LLC | 46 | $13.7K | 0.00% | −11−19.3% | Reduced |
| Washington Trust Advisors, Inc. | 46 | $13.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 58 | $17.3K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 60 | $17.9K | 0.00% | +5+9.1% | Added |
| Creative Financial Designs Inc | 62 | $18.5K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 62 | $18.5K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 64 | $19.1K | 0.00% | +16+33.3% | Added |
| Owl Creek Wealth Partners LLC | 65 | $19.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 65 | $19.4K | 0.00% | +1+1.6% | Added |
| IFP Advisors, Inc | 66 | $19.7K | 0.00% | −35−34.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 67 | $19.9K | 0.00% | −4−5.6% | Reduced |
| Ancora Advisors, LLC | 67 | $20.0K | 0.00% | +35+109.4% | Added |
| Clearstead Advisors, LLC | 69 | $20.6K | 0.00% | +17+32.7% | Added |
| Guinness Asset Management LTD | 70 | $20.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 74 | $22.1K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 80 | $23.9K | 0.00% | +80 | New |
| Salomon & Ludwin, LLC | 84 | $24.4K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 86 | $25.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 90 | $26.9K | 0.00% | +5+5.9% | Added |
| Nomura Asset Management Co Ltd | 99 | $29.6K | 0.00% | −131−57.0% | Reduced |
| Aventura Private Wealth, LLC | 100 | $29.9K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 104 | $31.1K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 111 | $33.2K | 0.01% | −4−3.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 119 | $35.6K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 125 | $37.0K | 0.00% | −13−9.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 130 | $38.7K | 0.00% | −9−6.5% | Reduced |
| Natixis | 130 | $38.8K | 0.00% | +130 | New |
| Manchester Capital Management LLC | 132 | $39.4K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 143 | $42.7K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 145 | $43.3K | 0.00% | +145 | New |
| First Horizon Corp | 175 | $52.3K | 0.00% | −27−13.4% | Reduced |