| TD Private Client Wealth LLC | 1 | $41 | 0.00% | −608−99.8% | Reduced |
| Mather Group, LLC. | 3 | $123 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 3 | $123 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6 | $247 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 6 | $247 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 8 | $329 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 8 | $329 | 0.00% | +8 | New |
| William B. Walkup & Associates, Inc. | 10 | $411 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 11 | $452 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $493 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $494 | 0.00% | −8−40.0% | Reduced |
| ORG Partners LLC | 12 | $495 | 0.00% | +12 | New |
| Geneos Wealth Management Inc. | 14 | $576 | 0.00% | +14 | New |
| Catherine Avery Investment Management LLC | 15 | $617 | 0.00% | −5−25.0% | Reduced |
| Darwin Advisors, LLC | 18 | $624 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 16 | $658 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $823 | 0.00% | +20 | New |
| FSA Wealth Management LLC | 21 | $864 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 26 | $902 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 24 | $987 | 0.00% | −45,259−99.9% | Reduced |
| Centerpoint Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 25 | $1.03K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $1.03K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 27 | $1.11K | 0.00% | −20,003−99.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $1.23K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 31 | $1.27K | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 34 | $1.40K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 35 | $1.44K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 40 | $1.65K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 42 | $1.73K | 0.00% | −201−82.7% | Reduced |
| Hallmark Capital Management Inc | 44 | $1.81K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 47 | $1.93K | 0.00% | +47 | New |
| Dogwood Wealth Management LLC | 51 | $2.09K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 52 | $2.12K | 0.00% | +52 | New |
| Binnacle Investments Inc | 53 | $2.18K | 0.00% | +53 | New |
| Archer Investment Corp | 61 | $2.51K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 78 | $2.54K | 0.00% | +78 | New |
| Ancora Advisors, LLC | 62 | $2.56K | 0.00% | +40+181.8% | Added |
| Financial Management Professionals, Inc. | 68 | $2.80K | 0.00% | −194−74.0% | Reduced |
| Adirondack Trust Co | 70 | $2.88K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 74 | $3.06K | 0.00% | −23−23.7% | Reduced |
| Accent Capital Management, LLC | 75 | $3.08K | 0.00% | +75 | New |
| Cheviot Value Management, LLC | 96 | $3.27K | 0.00% | +96 | New |
| Brown, Lisle/Cummings, Inc. | 85 | $3.50K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 91 | $3.76K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $4.11K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $4.11K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 100 | $4.11K | 0.00% | +100 | New |
| Cherry Tree Wealth Management, LLC | 102 | $4.20K | 0.00% | +102 | New |
| Rosenberg Matthew Hamilton | 104 | $4.28K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 111 | $4.56K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 121 | $4.98K | 0.00% | +121 | New |
| Painted Porch Advisors LLC | 124 | $5.10K | 0.00% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 125 | $5.14K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 150 | $5.20K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 138 | $5.67K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 140 | $5.76K | 0.00% | +140 | New |
| NBC Securities, Inc. | 157 | $6.00K | 0.00% | +157 | New |
| Golden State Wealth Management, LLC | 152 | $6.25K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 168 | $6.91K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 168 | $6.91K | 0.00% | +168 | New |
| Smartleaf Asset Management LLC | 174 | $7.23K | 0.00% | −75−30.1% | Reduced |
| Global Financial Private Client, LLC | 190 | $7.81K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $8.22K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 207 | $8.53K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 214 | $8.80K | 0.00% | −12−5.3% | Reduced |
| NewSquare Capital LLC | 244 | $10.0K | 0.00% | +170+229.7% | Added |
| Beacon Capital Management, LLC | 275 | $11.3K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 292 | $12.0K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 294 | $12.1K | 0.00% | +294 | New |
| First Command Advisory Services, Inc. | 300 | $12.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 301 | $12.4K | 0.00% | +97+47.5% | Added |
| Private Trust Co NA | 302 | $12.4K | 0.00% | +302 | New |
| IFP Advisors, Inc | 375 | $15.4K | 0.00% | −20−5.1% | Reduced |
| Park Square Financial Group, LLC | 383 | $15.7K | 0.01% | −167−30.4% | Reduced |
| TCTC Holdings, LLC | 402 | $16.5K | 0.00% | +201+100.0% | Added |
| Allworth Financial LP | 524 | $17.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 415 | $17.1K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 441 | $18.2K | 0.01% | −12−2.6% | Reduced |
| WealthCollab, LLC | 442 | $18.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 442 | $18.2K | 0.00% | +27+6.5% | Added |
| Union Bancaire Privee, UBP SA | 500 | $19.2K | 0.00% | −1,550−75.6% | Reduced |
| Park Place Capital Corp | 474 | $19.5K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $20.6K | 0.02% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 500 | $20.6K | 0.02% | +500 | New |
| Sierra Ocean, LLC | 501 | $20.6K | 0.02% | +57+12.8% | Added |
| Bryn Mawr Trust Co | 503 | $20.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 505 | $20.8K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 526 | $21.6K | 0.00% | +526 | New |
| Raiffeisen Bank International AG | 562 | $23.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 600 | $24.7K | 0.00% | +600 | New |
| Whittier Trust Co | 628 | $25.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 685 | $28.0K | 0.00% | +685 | New |
| Richardson Financial Services Inc. | 705 | $29.0K | 0.02% | −89−11.2% | Reduced |
| MAI Capital Management | 752 | $30.9K | 0.00% | −251−25.0% | Reduced |
| N.E.W. Advisory Services LLC | 770 | $31.7K | 0.00% | +770 | New |
| SRS Capital Advisors, Inc. | 807 | $33.2K | 0.00% | +255+46.2% | Added |
| Coldstream Capital Management Inc | 825 | $33.9K | 0.00% | +825 | New |
| Assetmark, Inc | 836 | $34.4K | 0.00% | −1,057−55.8% | Reduced |
| EverSource Wealth Advisors, LLC | 838 | $34.4K | 0.00% | +12+1.5% | Added |