| Elequin Capital LP | 1 | $123 | 0.00% | −15−93.8% | Reduced |
| 1015 Capital Partners, LLC | 1 | $123 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $124 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1 | $124 | 0.00% | +1 | New |
| Ronald Blue Trust, Inc. | 2 | $246 | 0.00% | −67−97.1% | Reduced |
| Hughes Financial Services, LLC | 2 | $246 | 0.00% | −2−50.0% | Reduced |
| Trust Co | 2 | $246 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $246 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $247 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $369 | 0.00% | −46−93.9% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $369 | 0.00% | −5−62.5% | Reduced |
| American Capital Advisory, LLC | 3 | $370 | 0.00% | −2−40.0% | Reduced |
| Quaker Wealth Management, LLC | 4 | $493 | 0.00% | −2−33.3% | Reduced |
| Armstrong Advisory Group, Inc | 4 | $493 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 4 | $493 | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 4 | $497 | 0.00% | +4 | New |
| Salomon & Ludwin, LLC | 4 | $511 | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 5 | $615 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $616 | 0.00% | −2−28.6% | Reduced |
| TFC Financial Management | 5 | $616 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 6 | $738 | 0.00% | −1−14.3% | Reduced |
| Dunhill Financial, LLC | 7 | $861 | 0.00% | −2−22.2% | Reduced |
| Signature Equity Partners, LLC | 7 | $861 | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 7 | $861 | 0.00% | +7 | New |
| CoreCap Advisors, LLC | 8 | $984 | 0.00% | +4+100.0% | Added |
| Mather Group, LLC. | 8 | $984 | 0.00% | +8 | New |
| Anchor Investment Management, LLC | 8 | $984 | 0.00% | +8 | New |
| West Paces Advisors Inc. | 8 | $984 | 0.00% | +8 | New |
| TD Private Client Wealth LLC | 9 | $1.11K | 0.00% | −87−90.6% | Reduced |
| Whipplewood Advisors, LLC | 9 | $1.11K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 9 | $1.11K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 11 | $1.35K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 11 | $1.35K | 0.00% | +11 | New |
| Gill Capital Partners, LLC | 12 | $1.48K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12 | $1.51K | 0.00% | −62−83.8% | Reduced |
| IMA Wealth, Inc. | 13 | $1.60K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 14 | $1.72K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 14 | $1.72K | 0.00% | +14 | New |
| Transamerica Financial Advisors, Inc. | 15 | $1.84K | 0.00% | −32−68.1% | Reduced |
| Manning & Napier Advisors LLC | 17 | $2.06K | 0.00% | +17 | New |
| Essential Partners LLC | 17 | $2.09K | 0.00% | −65−79.3% | Reduced |
| Retirement Wealth Solutions LLC | 17 | $2.09K | 0.00% | −8−32.0% | Reduced |
| MV Capital Management, Inc. | 18 | $2.21K | 0.00% | −11−37.9% | Reduced |
| Golden State Wealth Management, LLC | 18 | $2.21K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 18 | $2.21K | 0.00% | +18 | New |
| First Command Advisory Services, Inc. | 19 | $2.34K | 0.00% | −18−48.6% | Reduced |
| Tidemark, LLC | 20 | $2.46K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $2.46K | 0.00% | +20 | New |
| SBI Securities Co., Ltd. | 23 | $2.83K | 0.00% | +1+4.5% | Added |
| SOA Wealth Advisors, LLC. | 23 | $2.83K | 0.00% | +23 | New |
| Manchester Capital Management LLC | 23 | $2.83K | 0.00% | −12−34.3% | Reduced |
| Marquette Asset Management, LLC | 24 | $2.95K | 0.00% | +9+60.0% | Added |
| GW&K Investment Management, LLC | 27 | $3.00K | 0.00% | +27 | New |
| Simplex Trading, LLC | 25 | $3.08K | 0.00% | −1,243−98.0% | Reduced |
| Bruce G. Allen Investments, LLC | 25 | $3.08K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 25 | $3.19K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 26 | $3.20K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 27 | $3.32K | 0.00% | −631−95.9% | Reduced |
| Johnson Financial Group, Inc. | 27 | $3.32K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 28 | $3.45K | 0.00% | −1−3.4% | Reduced |
| Bare Financial Services, Inc | 29 | $3.57K | 0.00% | +15+107.1% | Added |
| Fulcrum Asset Management LLP | 30 | $3.63K | 0.00% | +30 | New |
| High Note Wealth, LLC | 30 | $3.69K | 0.00% | +30 | New |
| Purpose Unlimited Inc. | 30 | $3.76K | 0.00% | +30 | New |
| Avion Wealth | 40 | $4.00K | 0.00% | +2+5.3% | Added |
| Osbon Capital Management LLC | 34 | $4.18K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 34 | $4.18K | 0.00% | +16+88.9% | Added |
| Owl Creek Wealth Partners LLC | 35 | $4.31K | 0.00% | −105−75.0% | Reduced |
| SWAN Capital LLC | 35 | $4.31K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 35 | $4.31K | 0.00% | +35 | New |
| Birchwood Financial Partners, Inc. | 36 | $4.43K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 37 | $4.55K | 0.00% | +37 | New |
| JNBA Financial Advisors | 39 | $4.80K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 42 | $5.17K | 0.00% | +32+320.0% | Added |
| LRI Investments, LLC | 44 | $5.41K | 0.00% | +40+1,000.0% | Added |
| Grove Bank & Trust | 45 | $5.54K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 49 | $6.03K | 0.00% | −5−9.3% | Reduced |
| New England Capital Financial Advisors LLC | 50 | $6.15K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $6.15K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 46 | $6.16K | 0.00% | −135−74.6% | Reduced |
| GWM Advisors LLC | 57 | $7.01K | 0.00% | −1,642−96.6% | Reduced |
| Bell Investment Advisors, Inc | 65 | $8.00K | 0.00% | +39+150.0% | Added |
| Harbour Investments, Inc. | 66 | $8.12K | 0.00% | −138−67.6% | Reduced |
| Zions Bancorporation, National Association | 70 | $8.61K | 0.00% | +4+6.1% | Added |
| JPL Wealth Management, LLC | 73 | $8.98K | 0.00% | −26−26.3% | Reduced |
| Farmers & Merchants Investments Inc | 74 | $9.11K | 0.00% | 00.0% | Unchanged |
| Bayban | 76 | $9.35K | 0.01% | −20−20.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 76 | $9.35K | 0.00% | −11−12.6% | Reduced |
| First Horizon Corp | 84 | $10.3K | 0.00% | −94−52.8% | Reduced |
| Nomura Asset Management Co Ltd | 90 | $11.1K | 0.00% | +90 | New |
| Tradewinds Capital Management, LLC | 90 | $11.1K | 0.00% | +90 | New |
| Colonial Trust Co | 98 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 99 | $12.2K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $12.3K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 108 | $13.3K | 0.00% | −13−10.7% | Reduced |
| Clearstead Advisors, LLC | 114 | $14.0K | 0.00% | +5+4.6% | Added |
| Bogart Wealth, LLC | 127 | $15.6K | 0.00% | −119−48.4% | Reduced |
| True Wealth Design, LLC | 132 | $16.2K | 0.00% | −148−52.9% | Reduced |
| IFP Advisors, Inc | 144 | $17.7K | 0.00% | −771−84.3% | Reduced |
| Banque Transatlantique SA | 150 | $18.5K | 0.00% | +150 | New |