| Proathlete Wealth Management LLC | 1 | $1.69K | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $1.69K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 1 | $1.69K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $1.69K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $1.69K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1 | $1.69K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $1.69K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 1 | $1.69K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $1.69K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $1.69K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $1.69K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1 | $1.69K | 0.00% | +1 | New |
| North Star Investment Management Corp. | 1 | $1.69K | 0.00% | +1 | New |
| CBIZ Investment Advisory Services, LLC | 1 | $1.69K | 0.00% | +1 | New |
| Whipplewood Advisors, LLC | 1 | $1.69K | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $1.69K | 0.00% | +1 | New |
| Rossby Financial, LCC | 1 | $1.69K | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 1 | $1.69K | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $1.69K | 0.00% | +1 | New |
| Optima Capital LLC | 1 | $1.69K | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 1 | $1.69K | 0.00% | +1 | New |
| 1015 Capital Partners, LLC | 1 | $1.69K | 0.00% | +1 | New |
| SHP Wealth Management | 1 | $1.81K | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 2 | $3.13K | 0.00% | +2 | New |
| Bellevue Asset Management, LLC | 2 | $3.38K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 2 | $3.38K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 2 | $3.38K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $3.38K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2 | $3.38K | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 2 | $3.38K | 0.00% | +2 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $3.38K | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $3.38K | 0.00% | +1+100.0% | Added |
| Kilter Group LLC | 2 | $3.38K | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $3.47K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $4.35K | 0.00% | +3 | New |
| PEAK6 LLC | 3 | $4.62K | 0.00% | −4,060−99.9% | Reduced |
| Van Eck Associates Corp | 3 | $5.00K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 3 | $5.07K | 0.02% | −7−70.0% | Reduced |
| First Horizon Corp | 3 | $5.07K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 3 | $5.07K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3 | $5.07K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 3 | $5.07K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3 | $5.07K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3 | $5.07K | 0.00% | +1+50.0% | Added |
| Elevated Capital Advisors, LLC | 3 | $5.07K | 0.00% | +3 | New |
| Cornerstone Financial Management LLC | 3 | $5.07K | 0.00% | +3 | New |
| T. Rowe Price Investment Management, Inc. | 3 | $6.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 4 | $6.76K | 0.01% | −9−69.2% | Reduced |
| Rakuten Securities, Inc. | 4 | $6.76K | 0.00% | −4−50.0% | Reduced |
| Financial Management Professionals, Inc. | 4 | $6.76K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $6.76K | 0.00% | +4 | New |
| Flagship Harbor Advisors, LLC | 4 | $6.76K | 0.00% | −690−99.4% | Reduced |
| Sachetta, LLC | 4 | $6.76K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 4 | $6.76K | 0.00% | +2+100.0% | Added |
| True Wealth Design, LLC | 4 | $6.76K | 0.00% | +4 | New |
| IFC & Insurance Marketing, Inc. | 4 | $7.00K | 0.01% | +4 | New |
| Avion Wealth | 5 | $8.00K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 5 | $8.45K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 5 | $8.45K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 5 | $8.45K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 5 | $8.45K | 0.01% | +5 | New |
| Marquette Asset Management, LLC | 5 | $8.45K | 0.00% | +2+66.7% | Added |
| Abound Wealth Management | 5 | $8.72K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6 | $10.1K | 0.00% | −2−25.0% | Reduced |
| GHP Investment Advisors, Inc. | 6 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 6 | $10.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $10.1K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 6 | $10.1K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 6 | $10.1K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 6 | $10.1K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $10.1K | 0.00% | +1+20.0% | Added |
| Transamerica Financial Advisors, Inc. | 6 | $10.1K | 0.00% | +3+100.0% | Added |
| Old Point Trust & Financial Services N A | 6 | $10.1K | 0.00% | +6 | New |
| Goodman Advisory Group, LLC | 6 | $10.1K | 0.00% | +6 | New |
| Rational Advisors LLC | 7 | $11.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 7 | $11.8K | 0.00% | +5+250.0% | Added |
| Truvestments Capital LLC | 8 | $13.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $13.5K | 0.00% | +1+14.3% | Added |
| Birchwood Financial Partners, Inc. | 8 | $13.5K | 0.01% | +8 | New |
| Webster Bank, N. A. | 9 | $15.2K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 9 | $15.2K | 0.00% | +9 | New |
| WealthCollab, LLC | 10 | $16.9K | 0.01% | −1−9.1% | Reduced |
| Kerr Financial Planning Corp | 13 | $17.6K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 11 | $18.2K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 11 | $18.6K | 0.00% | −26−70.3% | Reduced |
| Indiana Trust & Investment Management CO | 11 | $18.6K | 0.01% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 12 | $19.6K | 0.02% | +12 | New |
| Clark Wealth Partners | 12 | $20.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 13 | $22.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 13 | $22.0K | 0.00% | +5+62.5% | Added |
| Spire Wealth Management | 14 | $22.8K | 0.00% | +3+27.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $23.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14 | $24.0K | 0.01% | +4+40.0% | Added |
| Westfuller Advisors, LLC | 15 | $25.3K | 0.01% | +4+36.4% | Added |
| Ameliora Wealth Management Ltd. | 15 | $25.4K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 15 | $25.4K | 0.01% | 00.0% | Unchanged |
| Bayban | 15 | $25.4K | 0.02% | +15 | New |
| Harvest Fund Management Co., Ltd | 16 | $27.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 16 | $27.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 16 | $27.1K | 0.01% | 00.0% | Unchanged |