| Resources Management Corp | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5 | $0 | 0.00% | +5 | New |
| Zions Bancorporation, National Association | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $131 | 0.00% | +1+100.0% | Added |
| Albion Financial Group | 2 | $132 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2 | $132 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 2 | $132 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $132 | 0.00% | +2 | New |
| Livelsberger Financial Advisory | 2 | $153 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $198 | 0.00% | +3 | New |
| Brown Brothers Harriman & Co | 4 | $264 | 0.00% | −114−96.6% | Reduced |
| MCF Advisors LLC | 4 | $264 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $264 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 5 | $286 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $330 | 0.00% | −3−37.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $330 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $330 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4 | $342 | 0.00% | +1+33.3% | Added |
| True Wealth Design, LLC | 6 | $396 | 0.00% | +4+200.0% | Added |
| Strategic Wealth Partners, Ltd. | 6 | $396 | 0.00% | +6 | New |
| Riverview Trust Co | 7 | $462 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7 | $462 | 0.00% | +7 | New |
| Glass Jacobson Investment Advisors llc | 9 | $594 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $594 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 9 | $594 | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 9 | $594 | 0.00% | +9 | New |
| Grove Bank & Trust | 10 | $660 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $660 | 0.00% | +10 | New |
| Principal Securities, Inc. | 11 | $726 | 0.00% | −8−42.1% | Reduced |
| Clearstead Advisors, LLC | 13 | $858 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 14 | $924 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 16 | $1.02K | 0.00% | +9+128.6% | Added |
| Golden State Wealth Management, LLC | 15 | $1.05K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 20 | $1.32K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 21 | $1.39K | 0.00% | +21 | New |
| S&T Bank | 23 | $1.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $1.78K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 28 | $1.85K | 0.00% | +28 | New |
| Beacon Capital Management, LLC | 29 | $1.89K | 0.00% | +1+3.6% | Added |
| Aventura Private Wealth, LLC | 29 | $1.91K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $1.91K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 30 | $1.98K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 30 | $2.00K | 0.00% | −1−3.2% | Reduced |
| Capital Advisors, Ltd. LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 35 | $2.00K | 0.00% | +20+133.3% | Added |
| Hemington Wealth Management | 43 | $2.00K | 0.00% | +18+72.0% | Added |
| Winch Advisory Services, LLC | 31 | $2.02K | 0.00% | +1+3.3% | Added |
| Farmers & Merchants Investments Inc | 35 | $2.31K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 40 | $2.63K | 0.00% | −15−27.3% | Reduced |
| Millstone Evans Group, LLC | 44 | $2.90K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 45 | $2.94K | 0.00% | +45 | New |
| First Pacific Financial | 48 | $3.17K | 0.00% | +48 | New |
| Red Tortoise LLC | 56 | $3.70K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 57 | $3.76K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 58 | $3.85K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 62 | $4.06K | 0.00% | +62 | New |
| Moisand Fitzgerald Tamayo, LLC | 63 | $4.16K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 65 | $4.29K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 69 | $4.55K | 0.00% | +46+200.0% | Added |
| Optiver Holding B.V. | 69 | $4.55K | 0.00% | +69 | New |
| Massmutual Trust Co FSB | 72 | $4.75K | 0.00% | −133−64.9% | Reduced |
| Geneos Wealth Management Inc. | 78 | $5.15K | 0.00% | +20+34.5% | Added |
| Trust Co of Toledo NA | 89 | $5.87K | 0.00% | +89 | New |
| Private Wealth Management Group, LLC | 91 | $6.00K | 0.00% | +68+295.7% | Added |
| Addison Advisors LLC | 93 | $6.14K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 94 | $6.20K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 94 | $6.20K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 93 | $6.54K | 0.00% | +93 | New |
| IFP Advisors, Inc | 0 | $6.66K | 0.00% | 0 | Unchanged |
| GPS Wealth Strategies Group, LLC | 102 | $6.75K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 107 | $7.06K | 0.00% | +107 | New |
| 1620 Investment Advisors, Inc. | 110 | $7.26K | 0.01% | −22−16.7% | Reduced |
| TCTC Holdings, LLC | 114 | $7.52K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 130 | $8.57K | 0.00% | −66−33.7% | Reduced |
| CoreFirst Bank & Trust | 132 | $8.71K | 0.00% | +132 | New |
| Harbour Investments, Inc. | 134 | $8.86K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 142 | $9.37K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 147 | $9.70K | 0.00% | −140−48.8% | Reduced |
| Bryn Mawr Trust Co | 152 | $10.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 153 | $10.1K | 0.00% | −149−49.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 160 | $10.5K | 0.00% | +2+1.3% | Added |
| Rothschild Investment LLC | 172 | $11.3K | 0.00% | +65+60.7% | Added |
| Quarry LP | 175 | $11.5K | 0.00% | +175 | New |
| Harbor Capital Advisors, Inc. | 178 | $12.0K | 0.00% | +5+2.9% | Added |
| Kelly Lawrence W & Associates Inc | 189 | $12.5K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 195 | $12.6K | 0.00% | +35+21.9% | Added |
| AdvisorNet Financial, Inc | 200 | $13.2K | 0.00% | +200 | New |
| SBI Securities Co., Ltd. | 202 | $13.3K | 0.00% | −7−3.3% | Reduced |
| Larson Financial Group LLC | 232 | $15.3K | 0.00% | +69+42.3% | Added |
| Bogart Wealth, LLC | 235 | $15.5K | 0.00% | +2+0.9% | Added |
| Fortitude Family Office, LLC | 246 | $16.2K | 0.01% | −168−40.6% | Reduced |
| Central Pacific Bank - Trust Division | 248 | $16.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 251 | $16.6K | 0.00% | −96−27.7% | Reduced |
| First Command Advisory Services, Inc. | 260 | $17.2K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 271 | $17.9K | 0.00% | +271 | New |