| Ogorek Anthony Joseph | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $138 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $207 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $207 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $276 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $277 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4 | $277 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 5 | $346 | 0.00% | −1,295−99.6% | Reduced |
| South State Corp. | 5 | $346 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $346 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5 | $346 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $346 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $346 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 5 | $346 | 0.00% | +5 | New |
| Aventura Private Wealth, LLC | 5 | $346 | 0.00% | +5 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $347 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 6 | $415 | 0.00% | +2+50.0% | Added |
| Salomon & Ludwin, LLC | 6 | $416 | 0.00% | +6 | New |
| Wealth Watch Advisors, INC | 7 | $484 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $484 | 0.00% | +1+16.7% | Added |
| Bogart Wealth, LLC | 7 | $484 | 0.00% | +7 | New |
| Torren Management, LLC | 7 | $484 | 0.00% | +7 | New |
| 1015 Capital Partners, LLC | 7 | $484 | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 7 | $485 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $485 | 0.00% | +3+75.0% | Added |
| Marquette Asset Management, LLC | 7 | $485 | 0.00% | +7 | New |
| Larson Financial Group LLC | 9 | $622 | 0.00% | −33−78.6% | Reduced |
| Colonial Trust Co | 9 | $622 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 10 | $681 | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 10 | $692 | 0.00% | −3,666−99.7% | Reduced |
| Bare Financial Services, Inc | 10 | $692 | 0.00% | −8−44.4% | Reduced |
| Wolff Wiese Magana LLC | 10 | $692 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 10 | $692 | 0.00% | +10 | New |
| Dunhill Financial, LLC | 11 | $740 | 0.00% | +5+83.3% | Added |
| Cornerstone Planning Group LLC | 12 | $832 | 0.00% | +12 | New |
| Leonteq Securities AG | 14 | $968 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 14 | $968 | 0.00% | +10+250.0% | Added |
| Keating Financial Advisory Services, Inc. | 14 | $968 | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $969 | 0.00% | −1−6.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $969 | 0.00% | +7+100.0% | Added |
| ORG Partners LLC | 15 | $1.03K | 0.00% | +7+87.5% | Added |
| NVWM, LLC | 15 | $1.04K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $1.04K | 0.00% | +15 | New |
| Manchester Capital Management LLC | 15 | $1.04K | 0.00% | +9+150.0% | Added |
| Clark Wealth Partners | 21 | $1.45K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 21 | $1.45K | 0.00% | −8−27.6% | Reduced |
| Sachetta, LLC | 22 | $1.52K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 25 | $1.73K | 0.00% | +25 | New |
| Sunbelt Securities, Inc. | 26 | $1.80K | 0.00% | +17+188.9% | Added |
| Retirement Wealth Solutions LLC | 26 | $1.80K | 0.00% | +1+4.0% | Added |
| ZRC Wealth Management, LLC | 27 | $1.87K | 0.00% | +27 | New |
| Winthrop Capital Management, LLC | 28 | $2.00K | 0.00% | +28 | New |
| Fortitude Family Office, LLC | 29 | $2.01K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 30 | $2.08K | 0.00% | −3−9.1% | Reduced |
| CVA Family Office, LLC | 30 | $2.08K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 31 | $2.14K | 0.00% | +14+82.4% | Added |
| Howard Hughes Medical Institute | 34 | $2.35K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 37 | $2.56K | 0.00% | −4−9.8% | Reduced |
| Motiv8 Investments LLC | 41 | $3.00K | 0.00% | +41 | New |
| Rossby Financial, LCC | 46 | $3.18K | 0.00% | +5+12.2% | Added |
| Ameriflex Group, Inc. | 50 | $3.46K | 0.00% | −50−50.0% | Reduced |
| GW&K Investment Management, LLC | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 58 | $4.01K | 0.00% | +58 | New |
| J.Safra Asset Management Corp | 60 | $4.15K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 62 | $4.29K | 0.00% | +11+21.6% | Added |
| Highline Wealth Partners LLC | 63 | $4.36K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 75 | $5.19K | 0.00% | −46−38.0% | Reduced |
| MAI Capital Management | 75 | $5.19K | 0.00% | +52+226.1% | Added |
| Farmers & Merchants Investments Inc | 80 | $5.53K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 89 | $6.16K | 0.00% | +35+64.8% | Added |
| Activest Wealth Management | 92 | $6.36K | 0.00% | +89+2,966.7% | Added |
| Meeder Asset Management Inc | 93 | $6.43K | 0.00% | +62+200.0% | Added |
| CoreCap Advisors, LLC | 94 | $6.50K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 107 | $7.40K | 0.00% | +102+2,040.0% | Added |
| Zions Bancorporation, National Association | 116 | $8.02K | 0.00% | +78+205.3% | Added |
| MV Capital Management, Inc. | 120 | $8.30K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 135 | $9.34K | 0.00% | +135 | New |
| Root Financial Partners, LLC | 147 | $10.2K | 0.00% | −2−1.3% | Reduced |
| SBI Securities Co., Ltd. | 151 | $10.4K | 0.00% | −13−7.9% | Reduced |
| Jones Financial Companies LLLP | 156 | $10.8K | 0.00% | −272−63.6% | Reduced |
| Ancora Advisors, LLC | 180 | $12.4K | 0.00% | +180 | New |
| Covestor Ltd | 196 | $14.0K | 0.01% | −15−7.1% | Reduced |
| DV Equities, LLC | 222 | $15.4K | 0.00% | +222 | New |
| Parkside Financial Bank & Trust | 231 | $16.0K | 0.00% | +23+11.1% | Added |
| Clear Street Markets LLC | 237 | $16.4K | 0.00% | −38−13.8% | Reduced |
| Cromwell Holdings LLC | 347 | $24.0K | 0.01% | +79+29.5% | Added |
| CIBC Private Wealth Group, LLC | 378 | $26.1K | 0.00% | +34+9.9% | Added |
| Northwestern Mutual Wealth Management Co | 433 | $29.9K | 0.00% | −183−29.7% | Reduced |
| Sentry Investment Management LLC | 444 | $31.0K | 0.02% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 450 | $31.1K | 0.15% | +450 | New |
| Massmutual Trust Co FSB | 455 | $31.5K | 0.00% | −4−0.9% | Reduced |
| Onefund, LLC | 455 | $31.5K | 0.02% | +23+5.3% | Added |
| Umb Bank N A | 455 | $31.5K | 0.00% | +24+5.6% | Added |
| Assetmark, Inc | 461 | $31.9K | 0.00% | +51+12.4% | Added |
| True Wealth Design, LLC | 462 | $32.0K | 0.01% | +373+419.1% | Added |
| Financial Perspectives, Inc | 571 | $39.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 600 | $41.5K | 0.00% | +435+263.6% | Added |
| Rockefeller Capital Management L.P. | 603 | $41.7K | 0.00% | +33+5.8% | Added |
| Quent Capital, LLC | 619 | $42.8K | 0.00% | +127+25.8% | Added |
| IFP Advisors, Inc | 641 | $44.3K | 0.00% | +517+416.9% | Added |