| Penserra Capital Management LLC | 6 | $0 | 0.00% | −6−50.0% | Reduced |
| Raleigh Capital Management Inc. | 0 | $19 | 0.00% | 0 | Unchanged |
| NVWM, LLC | 1 | $150 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2 | $300 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $300 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2 | $300 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $300 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 3 | $450 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $450 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 3 | $450 | 0.00% | +3 | New |
| Avalon Trust Co | 3 | $450 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 3 | $451 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $464 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 4 | $599 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 4 | $599 | 0.00% | +1+33.3% | Added |
| Bogart Wealth, LLC | 4 | $599 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $600 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $600 | 0.00% | +4 | New |
| Kilter Group LLC | 4 | $600 | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $899 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $899 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $899 | 0.00% | +1+20.0% | Added |
| Ogorek Anthony Joseph | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $1.05K | 0.00% | +2+40.0% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $1.20K | 0.00% | +2+33.3% | Added |
| Tradewinds Capital Management, LLC | 8 | $1.20K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 9 | $1.35K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 10 | $1.50K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 10 | $1.50K | 0.00% | +5+100.0% | Added |
| Dunhill Financial, LLC | 11 | $1.60K | 0.00% | +1+10.0% | Added |
| UMA Financial Services, Inc. | 11 | $1.65K | 0.00% | +4+57.1% | Added |
| CBIZ Investment Advisory Services, LLC | 12 | $1.80K | 0.00% | +4+50.0% | Added |
| Zions Bancorporation, National Association | 13 | $1.95K | 0.00% | +6+85.7% | Added |
| MV Capital Management, Inc. | 13 | $1.95K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $2.00K | 0.00% | +7+87.5% | Added |
| Cloud Capital Management, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Prestige Wealth Management Group LLC | 14 | $2.10K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $2.19K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 15 | $2.25K | 0.00% | −575−97.5% | Reduced |
| Marquette Asset Management, LLC | 18 | $2.70K | 0.00% | +18 | New |
| Leonteq Securities AG | 19 | $2.85K | 0.00% | −185−90.7% | Reduced |
| Wealth Preservation Advisors, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 20 | $3.02K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 20 | $3.06K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 22 | $3.30K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 25 | $3.75K | 0.00% | +25 | New |
| Howard Hughes Medical Institute | 26 | $3.90K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $4.05K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 29 | $4.35K | 0.00% | +5+20.8% | Added |
| Addison Advisors LLC | 29 | $4.35K | 0.00% | +29 | New |
| Westfuller Advisors, LLC | 29 | $4.35K | 0.00% | +29 | New |
| Meeder Asset Management Inc | 30 | $4.50K | 0.00% | +3+11.1% | Added |
| Caitong International Asset Management Co., Ltd | 30 | $4.50K | 0.00% | +6+25.0% | Added |
| Cetera Trust Company, N.A | 32 | $4.80K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $4.80K | 0.00% | +8+33.3% | Added |
| Creekmur Asset Management LLC | 33 | $5.00K | 0.00% | +17+106.3% | Added |
| ORG Partners LLC | 34 | $5.09K | 0.00% | +2+6.3% | Added |
| Creative Financial Designs Inc | 34 | $5.10K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 35 | $5.25K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 37 | $5.54K | 0.00% | +2+5.7% | Added |
| Sachetta, LLC | 38 | $5.70K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 39 | $5.84K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 39 | $5.84K | 0.00% | +37+1,850.0% | Added |
| JFS Wealth Advisors, LLC | 40 | $5.97K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 41 | $6.60K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 44 | $7.00K | 0.00% | +44 | New |
| Crews Bank & Trust | 50 | $7.49K | 0.00% | −802−94.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 50 | $7.49K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $7.49K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $7.49K | 0.01% | +15+42.9% | Added |
| Archer Investment Corp | 51 | $7.59K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 52 | $7.79K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 56 | $8.25K | 0.00% | +56 | New |
| High Note Wealth, LLC | 60 | $8.99K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 66 | $9.89K | 0.00% | −5−7.0% | Reduced |
| Salomon & Ludwin, LLC | 68 | $10.5K | 0.00% | +68 | New |
| Hughes Financial Services, LLC | 69 | $10.6K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 72 | $10.7K | 0.00% | +1+1.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 72 | $10.8K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 76 | $11.4K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 78 | $11.7K | 0.01% | +10+14.7% | Added |
| Rosenberg Matthew Hamilton | 94 | $14.1K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 96 | $14.4K | 0.00% | +96 | New |
| Harbor Investment Advisory, LLC | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $15.0K | 0.00% | +100 | New |
| Kozak & Associates, Inc. | 101 | $15.2K | 0.00% | +1+1.0% | Added |
| United Community Bank | 102 | $15.3K | 0.00% | +102 | New |
| Raiffeisen Bank International AG | 113 | $16.8K | 0.00% | +113 | New |
| Roxbury Financial LLC | 112 | $16.8K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 112 | $16.8K | 0.00% | +78+229.4% | Added |
| Mechanics Financial Corp | 115 | $17.2K | 0.01% | −510−81.6% | Reduced |
| SBI Securities Co., Ltd. | 118 | $17.7K | 0.00% | +105+807.7% | Added |
| GPS Wealth Strategies Group, LLC | 129 | $19.3K | 0.00% | −10−7.2% | Reduced |
| McIlrath & Eck, LLC | 130 | $19.5K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 135 | $20.3K | 0.03% | +135 | New |
| Cornerstone Planning Group LLC | 128 | $20.3K | 0.00% | +6+4.9% | Added |
| Halbert Hargrove Global Advisors, LLC | 138 | $20.7K | 0.00% | +138 | New |
| Community Bank, N.A. | 150 | $22.5K | 0.00% | 00.0% | Unchanged |