| Penserra Capital Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 1,606 | $0 | 0.00% | +1,606 | New |
| Raleigh Capital Management Inc. | 0 | $17 | 0.00% | 0 | Unchanged |
| Scarborough Advisors, LLC | 1 | $132 | 0.00% | −1−50.0% | Reduced |
| NVWM, LLC | 1 | $132 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $265 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2 | $265 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $265 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $265 | 0.00% | +2 | New |
| Optima Capital LLC | 2 | $265 | 0.00% | +2 | New |
| Triumph Capital Management | 3 | $397 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $398 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $398 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $411 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $530 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $530 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $795 | 0.00% | −1−14.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $795 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $795 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 6 | $795 | 0.00% | +6 | New |
| Whipplewood Advisors, LLC | 7 | $927 | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 7 | $928 | 0.00% | −4−36.4% | Reduced |
| Avion Wealth | 8 | $1.00K | 0.00% | −7−46.7% | Reduced |
| Ogorek Anthony Joseph | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 12 | $1.00K | 0.00% | +12 | New |
| Tradewinds Capital Management, LLC | 8 | $1.06K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 8 | $1.06K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.06K | 0.00% | +2+33.3% | Added |
| Benson Wealth Management INC | 8 | $1.06K | 0.00% | +8 | New |
| Three Bearings Fiduciary Advisors, Inc. | 8 | $1.08K | 0.00% | +8 | New |
| Rakuten Securities, Inc. | 9 | $1.19K | 0.00% | +9 | New |
| Montag A & Associates Inc | 10 | $1.30K | 0.00% | −339−97.1% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $1.32K | 0.00% | +6+150.0% | Added |
| Fairway Wealth LLC | 10 | $1.32K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 12 | $1.59K | 0.00% | +1+9.1% | Added |
| Bay Harbor Wealth Management, LLC | 12 | $1.59K | 0.00% | +4+50.0% | Added |
| CBIZ Investment Advisory Services, LLC | 12 | $1.59K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 13 | $1.72K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $1.99K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 15 | $1.99K | 0.00% | +15 | New |
| Phillip James Consulting Co. | 17 | $2.00K | 0.04% | +17 | New |
| Wealth Preservation Advisors, LLC | 16 | $2.12K | 0.00% | −4−20.0% | Reduced |
| Proathlete Wealth Management LLC | 17 | $2.25K | 0.00% | +17 | New |
| Manchester Capital Management LLC | 17 | $2.25K | 0.00% | −434−96.2% | Reduced |
| SJS Investment Consulting Inc. | 18 | $2.39K | 0.00% | +9+100.0% | Added |
| Leonteq Securities AG | 19 | $2.52K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 19 | $2.52K | 0.00% | +19 | New |
| TD Capital Management LLC | 20 | $2.68K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 22 | $2.91K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 24 | $3.18K | 0.00% | −8−25.0% | Reduced |
| Atlantic Trust, LLC | 24 | $3.18K | 0.00% | +24 | New |
| Westfuller Advisors, LLC | 24 | $3.19K | 0.00% | −5−17.2% | Reduced |
| Sofos Investments, Inc. | 25 | $3.31K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $3.31K | 0.00% | +21+525.0% | Added |
| Howard Hughes Medical Institute | 26 | $3.44K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $3.58K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 30 | $3.97K | 0.00% | +26+650.0% | Added |
| Horizon Financial Services, LLC | 31 | $4.11K | 0.00% | +31 | New |
| Prestige Wealth Management Group LLC | 31 | $4.11K | 0.00% | +17+121.4% | Added |
| Creative Financial Designs Inc | 32 | $4.24K | 0.00% | −2−5.9% | Reduced |
| Cetera Trust Company, N.A | 32 | $4.24K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $4.24K | 0.00% | +3+10.3% | Added |
| ORG Partners LLC | 34 | $4.50K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 34 | $4.50K | 0.00% | −84−71.2% | Reduced |
| Harbour Investments, Inc. | 34 | $4.50K | 0.00% | −5−12.8% | Reduced |
| Union Savings Bank | 35 | $4.64K | 0.00% | +35 | New |
| Private Wealth Management Group, LLC | 35 | $4.64K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 35 | $4.64K | 0.00% | +35 | New |
| Hurley Capital, LLC | 36 | $4.78K | 0.00% | +36 | New |
| Sachetta, LLC | 38 | $5.03K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 41 | $5.73K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 49 | $6.49K | 0.00% | +10+25.6% | Added |
| Brown, Lisle/Cummings, Inc. | 50 | $6.62K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 50 | $6.62K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $6.62K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $6.62K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 51 | $6.73K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 60 | $7.95K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 64 | $8.49K | 0.00% | +8+14.3% | Added |
| JFS Wealth Advisors, LLC | 65 | $8.60K | 0.00% | +25+62.5% | Added |
| Wiser Advisor Group LLC | 65 | $8.61K | 0.01% | −70−51.9% | Reduced |
| Hughes Financial Services, LLC | 69 | $9.14K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 72 | $9.50K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 74 | $9.89K | 0.00% | +74 | New |
| Crewe Advisors LLC | 75 | $9.94K | 0.00% | +9+13.6% | Added |
| GW&K Investment Management, LLC | 78 | $10.0K | 0.00% | +26+50.0% | Added |
| Minot DeBlois Advisors LLC | 76 | $10.1K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 76 | $10.1K | 0.00% | +76 | New |
| Elyxium Wealth, LLC | 76 | $10.1K | 0.00% | +76 | New |
| Bravera Wealth | 85 | $11.3K | 0.01% | +85 | New |
| Park Place Capital Corp | 87 | $11.5K | 0.00% | +35+67.3% | Added |
| Rosenberg Matthew Hamilton | 94 | $12.5K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 97 | $12.8K | 0.00% | −15−13.4% | Reduced |
| Harbor Investment Advisory, LLC | 100 | $13.2K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 101 | $13.4K | 0.01% | +101 | New |
| United Community Bank | 102 | $13.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 102 | $13.5K | 0.00% | +72+240.0% | Added |