| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 0 | $23 | 0.00% | 0 | Unchanged |
| Activest Wealth Management | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $40 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 4 | $115 | 0.00% | +4 | New |
| Steward Partners Investment Advisory, LLC | 5 | $143 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $173 | 0.00% | +6 | New |
| Gilpin Wealth Management, LLC | 7 | $201 | 0.00% | +7 | New |
| Flagship Harbor Advisors, LLC | 7 | $203 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 8 | $230 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 9 | $258 | 0.00% | +7+350.0% | Added |
| Godfrey Financial Associates, Inc. | 9 | $258 | 0.00% | +9 | New |
| Optiver Holding B.V. | 12 | $344 | 0.00% | −364−96.8% | Reduced |
| SJS Investment Consulting Inc. | 12 | $345 | 0.00% | +12 | New |
| Bear Mountain Capital, Inc. | 14 | $452 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 16 | $459 | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $517 | 0.00% | +15+500.0% | Added |
| CVA Family Office, LLC | 19 | $545 | 0.00% | +19 | New |
| Torren Management, LLC | 20 | $568 | 0.00% | +20 | New |
| Fortitude Family Office, LLC | 28 | $803 | 0.00% | +5+21.7% | Added |
| Hughes Financial Services, LLC | 29 | $832 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 30 | $860 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 30 | $860 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 33 | $946 | 0.00% | +28+560.0% | Added |
| AdvisorNet Financial, Inc | 39 | $1.12K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 41 | $1.18K | 0.00% | +41 | New |
| Keating Financial Advisory Services, Inc. | 42 | $1.21K | 0.00% | +42 | New |
| Raffa Wealth Management, LLC | 45 | $1.29K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 45 | $1.29K | 0.00% | +43+2,150.0% | Added |
| CWM Advisors, LLC | 45 | $1.29K | 0.00% | +45 | New |
| Valued Wealth Advisors LLC | 46 | $1.32K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $1.43K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 57 | $1.63K | 0.00% | −45−44.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 59 | $1.68K | 0.00% | +9+18.0% | Added |
| Bell Investment Advisors, Inc | 61 | $1.75K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 64 | $1.84K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 64 | $1.84K | 0.00% | +64 | New |
| Farmers & Merchants Investments Inc | 65 | $1.86K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 65 | $1.86K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 65 | $1.87K | 0.00% | +65 | New |
| Johnson Financial Group, Inc. | 70 | $2.01K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 73 | $2.09K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 73 | $2.09K | 0.00% | +13+21.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $2.16K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 92 | $2.64K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 92 | $2.64K | 0.00% | +92 | New |
| Atlantic Union Bankshares Corp | 100 | $2.87K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 101 | $2.89K | 0.00% | +101 | New |
| Cornerstone Planning Group LLC | 90 | $2.98K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 116 | $3.33K | 0.00% | +18+18.4% | Added |
| ORG Partners LLC | 135 | $3.87K | 0.00% | −810−85.7% | Reduced |
| Coston, McIsaac & Partners | 163 | $4.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 141 | $4.04K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 146 | $4.19K | 0.00% | +146 | New |
| Red Tortoise LLC | 147 | $4.22K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 179 | $5.13K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 186 | $5.33K | 0.00% | −57−23.5% | Reduced |
| Clear Street Markets LLC | 200 | $5.74K | 0.00% | −1,400−87.5% | Reduced |
| McMillan Office, Inc. | 200 | $5.74K | 0.00% | +200 | New |
| MV Capital Management, Inc. | 237 | $6.80K | 0.00% | +12+5.3% | Added |
| Elyxium Wealth, LLC | 245 | $7.03K | 0.00% | +245 | New |
| Cary Street Partner Investment Advisory LLC | 260 | $7.46K | 0.00% | +51+24.4% | Added |
| Basecamp Wealth Advisors LLC | 266 | $7.63K | 0.00% | +266 | New |
| Root Financial Partners, LLC | 281 | $8.06K | 0.00% | +211+301.4% | Added |
| Armstrong Advisory Group, Inc | 300 | $8.60K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 300 | $8.60K | 0.00% | +300 | New |
| UMA Financial Services, Inc. | 336 | $9.64K | 0.00% | +19+6.0% | Added |
| Kentucky Trust Co | 365 | $10.5K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 379 | $10.9K | 0.00% | +46+13.8% | Added |
| Park Place Capital Corp | 380 | $10.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 396 | $11.4K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 437 | $11.7K | 0.00% | +437 | New |
| GHP Investment Advisors, Inc. | 456 | $13.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 490 | $14.0K | 0.00% | +97+24.7% | Added |
| Global Retirement Partners, LLC | 493 | $14.2K | 0.00% | −19−3.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 500 | $14.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 510 | $14.6K | 0.00% | +77+17.8% | Added |
| SRS Capital Advisors, Inc. | 529 | $15.2K | 0.00% | −1,112−67.8% | Reduced |
| Parkside Financial Bank & Trust | 547 | $15.7K | 0.00% | −16−2.8% | Reduced |
| Allworth Financial LP | 580 | $16.6K | 0.00% | +42+7.8% | Added |
| Sound Income Strategies, LLC | 576 | $18.7K | 0.00% | +256+80.0% | Added |
| Quarry LP | 667 | $19.1K | 0.00% | +636+2,051.6% | Added |
| MAI Capital Management | 672 | $19.3K | 0.00% | +308+84.6% | Added |
| Northwestern Mutual Wealth Management Co | 698 | $20.0K | 0.00% | +192+37.9% | Added |
| Essex Investment Management Co LLC | 733 | $21.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 782 | $22.4K | 0.00% | +633+424.8% | Added |
| Private Trust Co NA | 802 | $23.0K | 0.00% | −7−0.9% | Reduced |
| Huntington National Bank | 809 | $23.2K | 0.00% | −35−4.1% | Reduced |
| Salomon & Ludwin, LLC | 758 | $23.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 885 | $25.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 902 | $25.9K | 0.00% | +3+0.3% | Added |
| Leonteq Securities AG | 924 | $26.5K | 0.00% | −89−8.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 990 | $28.4K | 0.00% | +9+0.9% | Added |
| EverSource Wealth Advisors, LLC | 1,140 | $32.7K | 0.00% | −376−24.8% | Reduced |
| Rothschild Investment LLC | 1,337 | $38.3K | 0.00% | +7+0.5% | Added |
| Ronald Blue Trust, Inc. | 1,418 | $40.7K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,500 | $43.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,548 | $44.4K | 0.01% | +83+5.7% | Added |
| Massmutual Trust Co FSB | 1,768 | $50.7K | 0.00% | +23+1.3% | Added |