| Ogorek Anthony Joseph | 3 | $0 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1 | $124 | 0.00% | −9−90.0% | Reduced |
| Davis Capital Management | 1 | $124 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1 | $124 | 0.00% | +1 | New |
| 1015 Capital Partners, LLC | 1 | $124 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $125 | 0.00% | −30−96.8% | Reduced |
| HFM Investment Advisors, LLC | 1 | $125 | 0.00% | −3−75.0% | Reduced |
| TFC Financial Management | 1 | $125 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 1 | $125 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $248 | 0.00% | −1−33.3% | Reduced |
| Key Financial Inc | 2 | $248 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2 | $248 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $249 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3 | $372 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $373 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 3 | $401 | 0.00% | −14−82.4% | Reduced |
| American Capital Advisory, LLC | 4 | $497 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $620 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $620 | 0.00% | +3+150.0% | Added |
| Triumph Capital Management | 5 | $620 | 0.00% | +5 | New |
| Elevated Capital Advisors, LLC | 5 | $620 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $621 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 6 | $744 | 0.00% | −77−92.8% | Reduced |
| Fortitude Family Office, LLC | 6 | $744 | 0.00% | −22−78.6% | Reduced |
| Ancora Advisors, LLC | 6 | $744 | 0.00% | −1−14.3% | Reduced |
| Bogart Wealth, LLC | 6 | $744 | 0.00% | +6 | New |
| Turning Point Benefit Group, Inc. | 7 | $868 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7 | $869 | 0.00% | −56−88.9% | Reduced |
| Principia Wealth Advisory, LLC | 7 | $869 | 0.00% | +5+250.0% | Added |
| Westside Investment Management, Inc. | 7 | $869 | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 8 | $993 | 0.00% | −4−33.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 8 | $993 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 8 | $993 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $993 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $993 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 8 | $993 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $993 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8 | $993 | 0.00% | +8 | New |
| Nemes Rush Group LLC | 8 | $993 | 0.00% | +8 | New |
| Winnow Wealth LLC | 8 | $1.00K | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 9 | $1.12K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $1.12K | 0.00% | −5−35.7% | Reduced |
| Kilter Group LLC | 9 | $1.12K | 0.00% | +5+125.0% | Added |
| BFSG, LLC | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 10 | $1.24K | 0.00% | +10 | New |
| Aspect Partners, LLC | 11 | $1.36K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 11 | $1.36K | 0.00% | +11 | New |
| Private Wealth Asset Management, LLC | 12 | $1.49K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 13 | $1.61K | 0.00% | +13 | New |
| Greenline Wealth Management LLC | 13 | $1.62K | 0.00% | +13 | New |
| Pinnacle Wealth Planning Services, Inc. | 14 | $1.74K | 0.00% | +14 | New |
| Cornerstone Financial Management LLC | 15 | $1.86K | 0.00% | +15 | New |
| ZRC Wealth Management, LLC | 16 | $1.99K | 0.00% | −9−36.0% | Reduced |
| Independence Bank of Kentucky | 17 | $2.11K | 0.00% | +17 | New |
| MV Capital Management, Inc. | 18 | $2.23K | 0.00% | +3+20.0% | Added |
| IMA Wealth, Inc. | 20 | $2.48K | 0.00% | +20 | New |
| Horizon Financial Services, LLC | 20 | $2.48K | 0.00% | −19−48.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 20 | $2.48K | 0.00% | −4−16.7% | Reduced |
| Cornerstone Planning Group LLC | 25 | $2.58K | 0.00% | −14−35.9% | Reduced |
| Abound Wealth Management | 22 | $2.73K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 28 | $3.47K | 0.00% | +28 | New |
| Quattro Advisors LLC | 28 | $3.47K | 0.00% | +28 | New |
| Quaker Wealth Management, LLC | 29 | $3.60K | 0.00% | −893−96.9% | Reduced |
| Howard Hughes Medical Institute | 30 | $3.72K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 36 | $4.47K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 36 | $4.47K | 0.00% | +9+33.3% | Added |
| Clean Yield Group | 37 | $4.59K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 37 | $4.59K | 0.00% | +16+76.2% | Added |
| Webster Bank, N. A. | 38 | $4.71K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 39 | $4.84K | 0.00% | +39 | New |
| Trust Co of Vermont | 40 | $4.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 41 | $5.00K | 0.00% | +13+46.4% | Added |
| Fideuram Asset Management (Ireland) dac | 27 | $5.33K | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 43 | $5.33K | 0.00% | −1−2.3% | Reduced |
| CoreCap Advisors, LLC | 44 | $5.46K | 0.00% | +26+144.4% | Added |
| Trifecta Capital Advisors, LLC | 48 | $5.96K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 50 | $6.20K | 0.00% | −4−7.4% | Reduced |
| Meramec Financial Planners, LLC | 64 | $6.22K | 0.00% | +64 | New |
| Flagship Harbor Advisors, LLC | 58 | $7.20K | 0.00% | −3,874−98.5% | Reduced |
| Kemnay Advisory Services Inc. | 60 | $7.45K | 0.00% | +60 | New |
| Private Trust Co NA | 63 | $7.82K | 0.00% | −21−25.0% | Reduced |
| Red Tortoise LLC | 70 | $8.69K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 71 | $8.81K | 0.01% | −26−26.8% | Reduced |
| Bell Investment Advisors, Inc | 77 | $9.55K | 0.00% | −3−3.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 78 | $9.68K | 0.00% | +64+457.1% | Added |
| Transamerica Financial Advisors, Inc. | 83 | $10.3K | 0.00% | +45+118.4% | Added |
| South State Corp. | 88 | $10.9K | 0.00% | −1−1.1% | Reduced |
| Salomon & Ludwin, LLC | 93 | $11.0K | 0.00% | +65+232.1% | Added |
| Farmers & Merchants Investments Inc | 89 | $11.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 92 | $11.4K | 0.00% | −518−84.9% | Reduced |
| SageView Advisory Group, LLC | 101 | $12.5K | 0.00% | +101 | New |
| Frazier Financial Advisors, LLC | 102 | $12.7K | 0.01% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 103 | $12.8K | 0.00% | +103 | New |
| Torren Management, LLC | 104 | $12.9K | 0.01% | +104 | New |
| Spire Wealth Management | 105 | $13.0K | 0.00% | +9+9.4% | Added |
| Miller Global Investments, LLC | 105 | $13.0K | 0.01% | +105 | New |
| Root Financial Partners, LLC | 106 | $13.2K | 0.00% | −118−52.7% | Reduced |
| Smithfield Trust Co | 118 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 130 | $16.0K | 0.01% | +5+4.0% | Added |