| Rakuten Securities, Inc. | 1 | $82 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 2 | $164 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $165 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $165 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 4 | $329 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $329 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $411 | 0.00% | −1−16.7% | Reduced |
| Proffitt & Goodson Inc | 5 | $411 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $413 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $492 | 0.00% | +1+20.0% | Added |
| Principia Wealth Advisory, LLC | 6 | $492 | 0.00% | +3+100.0% | Added |
| Geneos Wealth Management Inc. | 7 | $574 | 0.00% | −625−98.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $574 | 0.00% | +1+16.7% | Added |
| Group One Trading, L.P. | 7 | $574 | 0.00% | +7 | New |
| Key Financial Inc | 8 | $650 | 0.00% | +8 | New |
| Logan Capital Management Inc | 8 | $656 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $656 | 0.00% | +1+14.3% | Added |
| Bare Financial Services, Inc | 11 | $902 | 0.00% | −24−68.6% | Reduced |
| South State Corp. | 11 | $903 | 0.00% | −98−89.9% | Reduced |
| SJS Investment Consulting Inc. | 12 | $985 | 0.00% | −2−14.3% | Reduced |
| Essential Partners LLC | 12 | $985 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Altshuler Shaham Ltd | 13 | $1.07K | 0.00% | −32−71.1% | Reduced |
| Rosenberg Matthew Hamilton | 13 | $1.07K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 17 | $1.40K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 18 | $1.48K | 0.00% | +18 | New |
| Cromwell Holdings LLC | 18 | $1.49K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 21 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 21 | $1.72K | 0.00% | +9+75.0% | Added |
| Bell Investment Advisors, Inc | 21 | $1.72K | 0.00% | −29−58.0% | Reduced |
| True Wealth Design, LLC | 21 | $1.72K | 0.00% | −20−48.8% | Reduced |
| Palisade Asset Management, LLC | 23 | $1.89K | 0.00% | +23 | New |
| Sachetta, LLC | 24 | $1.97K | 0.00% | −23−48.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $1.99K | 0.00% | −46−65.7% | Reduced |
| Cloud Capital Management, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Private Wealth Management Group, LLC | 26 | $2.13K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $2.23K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 29 | $2.38K | 0.00% | −9−23.7% | Reduced |
| LRI Investments, LLC | 30 | $2.46K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33 | $2.71K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 33 | $2.71K | 0.00% | +33 | New |
| Hantz Financial Services, Inc. | 32 | $3.00K | 0.00% | +17+113.3% | Added |
| Fortitude Family Office, LLC | 42 | $3.45K | 0.00% | +6+16.7% | Added |
| Sound Income Strategies, LLC | 43 | $3.52K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 44 | $3.62K | 0.00% | +44 | New |
| Wealthspire Advisors, LLC | 45 | $3.72K | 0.00% | +45 | New |
| FSA Wealth Management LLC | 48 | $3.94K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 49 | $4.02K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 51 | $4.18K | 0.00% | +51 | New |
| Brown Brothers Harriman & Co | 58 | $4.76K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 66 | $5.36K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 84 | $6.00K | 0.00% | −25−22.9% | Reduced |
| Clearstead Advisors, LLC | 90 | $7.38K | 0.00% | +11+13.9% | Added |
| Financial Consulate, Inc | 93 | $7.63K | 0.00% | +93 | New |
| JFS Wealth Advisors, LLC | 95 | $7.79K | 0.00% | −1−1.0% | Reduced |
| Parkside Financial Bank & Trust | 101 | $8.29K | 0.00% | +6+6.3% | Added |
| Umb Bank N A | 109 | $8.94K | 0.00% | +31+39.7% | Added |
| Red Tortoise LLC | 110 | $9.03K | 0.00% | +110 | New |
| Operose Advisors LLC | 125 | $10.3K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 126 | $10.3K | 0.00% | +5+4.1% | Added |
| TD Private Client Wealth LLC | 130 | $10.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 133 | $10.9K | 0.00% | +118+786.7% | Added |
| JDM Financial Group LLC | 136 | $11.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 140 | $11.5K | 0.00% | +35+33.3% | Added |
| Binnacle Investments Inc | 143 | $11.7K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 151 | $12.5K | 0.00% | −144−48.8% | Reduced |
| CVA Family Office, LLC | 154 | $12.6K | 0.00% | −33−17.6% | Reduced |
| Hemington Wealth Management | 170 | $13.0K | 0.00% | −18−9.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 174 | $14.3K | 0.00% | +174 | New |
| Peregrine Capital Management LLC | 200 | $16.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 207 | $17.0K | 0.00% | −2−1.0% | Reduced |
| Princeton Global Asset Management LLC | 225 | $18.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 230 | $18.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 235 | $19.3K | 0.00% | −1,125−82.7% | Reduced |
| Spire Wealth Management | 238 | $19.5K | 0.00% | +38+19.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 256 | $21.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 257 | $21.1K | 0.00% | +6+2.4% | Added |
| Tower Research Capital LLC (TRC) | 265 | $21.7K | 0.00% | −4,559−94.5% | Reduced |
| Capital Analysts, LLC | 266 | $22.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 271 | $22.4K | 0.00% | +271 | New |
| Trifecta Capital Advisors, LLC | 275 | $22.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 276 | $22.6K | 0.00% | −131−32.2% | Reduced |
| Cornerstone Planning Group LLC | 297 | $24.9K | 0.00% | +9+3.1% | Added |
| Alpine Bank Wealth Management | 316 | $25.9K | 0.00% | +50+18.8% | Added |
| Harbor Capital Advisors, Inc. | 314 | $26.0K | 0.00% | +314 | New |
| Root Financial Partners, LLC | 319 | $26.2K | 0.00% | +319 | New |
| WealthCollab, LLC | 356 | $29.2K | 0.01% | +173+94.5% | Added |
| Global Retirement Partners, LLC | 360 | $29.6K | 0.00% | −227−38.7% | Reduced |
| Smartleaf Asset Management LLC | 382 | $31.1K | 0.00% | +110+40.4% | Added |
| Aventus Investment Advisors, Inc. | 380 | $31.2K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 381 | $31.3K | 0.00% | +36+10.4% | Added |
| SBI Securities Co., Ltd. | 405 | $33.2K | 0.00% | +13+3.3% | Added |
| Larson Financial Group LLC | 413 | $33.9K | 0.00% | −431−51.1% | Reduced |
| NBC Securities, Inc. | 427 | $35.0K | 0.00% | +43+11.2% | Added |
| Atlantic Union Bankshares Corp | 449 | $36.8K | 0.00% | +449 | New |
| Riverview Trust Co | 460 | $37.7K | 0.05% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 479 | $39.3K | 0.01% | +479 | New |
| Advisory Services Network, LLC | 516 | $42.3K | 0.00% | +516 | New |