| Ogorek Anthony Joseph | 10 | $0 | 0.00% | +10 | New |
| SBI Securities Co., Ltd. | 1 | $98 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $98 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $98 | 0.00% | +1 | New |
| Cedar Mountain Advisors, LLC | 1 | $98 | 0.00% | +1 | New |
| Gilpin Wealth Management, LLC | 1 | $99 | 0.00% | −3−75.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 2 | $168 | 0.00% | +2 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $190 | 0.00% | −19−90.5% | Reduced |
| Bruce G. Allen Investments, LLC | 2 | $197 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2 | $197 | 0.00% | +2 | New |
| GHP Investment Advisors, Inc. | 2 | $197 | 0.00% | +2 | New |
| Clayton Financial Group LLC | 3 | $296 | 0.00% | −7−70.0% | Reduced |
| HFM Investment Advisors, LLC | 4 | $394 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 4 | $394 | 0.00% | +4 | New |
| Twin Peaks Wealth Advisors, LLC | 4 | $394 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 5 | $492 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5 | $492 | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 5 | $492 | 0.00% | +5 | New |
| Financial Consulate, Inc | 5 | $493 | 0.00% | −5−50.0% | Reduced |
| Wolff Wiese Magana LLC | 5 | $493 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 6 | $591 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $591 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 6 | $591 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $591 | 0.00% | +6 | New |
| Cassaday & Co Wealth Management LLC | 6 | $591 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 6 | $603 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $657 | 0.00% | +5+250.0% | Added |
| Picton Mahoney Asset Management | 7 | $689 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 7 | $696 | 0.00% | −69−90.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 8 | $787 | 0.00% | +2+33.3% | Added |
| Private Trust Co NA | 9 | $886 | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 9 | $886 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $984 | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 10 | $985 | 0.00% | +10 | New |
| GW&K Investment Management, LLC | 6 | $1.00K | 0.00% | −6−50.0% | Reduced |
| Washington Trust Advisors, Inc. | 12 | $1.18K | 0.00% | −49−80.3% | Reduced |
| Sunbelt Securities, Inc. | 12 | $1.18K | 0.00% | −20−62.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $1.18K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 12 | $1.18K | 0.00% | +12 | New |
| MV Capital Management, Inc. | 13 | $1.28K | 0.00% | +3+30.0% | Added |
| Rialto Wealth Management, LLC | 13 | $1.28K | 0.00% | +6+85.7% | Added |
| Private Wealth Management Group, LLC | 15 | $1.48K | 0.00% | −28−65.1% | Reduced |
| WFA of San Diego, LLC | 15 | $1.48K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $1.48K | 0.00% | +8+114.3% | Added |
| Kilter Group LLC | 15 | $1.48K | 0.00% | +10+200.0% | Added |
| Federated Hermes, Inc. | 16 | $1.57K | 0.00% | −1−5.9% | Reduced |
| First Pacific Financial | 16 | $1.58K | 0.00% | +16 | New |
| TD Capital Management LLC | 19 | $1.87K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 20 | $1.97K | 0.00% | +20 | New |
| Lodestone Wealth Management LLC | 20 | $1.97K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $1.97K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 22 | $2.13K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 25 | $2.46K | 0.00% | −13−34.2% | Reduced |
| First Community Trust NA | 25 | $2.46K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 25 | $2.49K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 31 | $3.05K | 0.00% | −40−56.3% | Reduced |
| Massmutual Trust Co FSB | 31 | $3.05K | 0.00% | −4−11.4% | Reduced |
| JFS Wealth Advisors, LLC | 31 | $3.05K | 0.00% | −17−35.4% | Reduced |
| Torren Management, LLC | 34 | $3.35K | 0.00% | −81−70.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 35 | $3.39K | 0.00% | +35 | New |
| Keating Financial Advisory Services, Inc. | 35 | $3.45K | 0.00% | +8+29.6% | Added |
| Owl Creek Wealth Partners LLC | 35 | $3.45K | 0.00% | +35 | New |
| Fairman Group, LLC | 36 | $3.54K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 36 | $3.54K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $3.64K | 0.00% | +24+184.6% | Added |
| Manchester Capital Management LLC | 40 | $3.94K | 0.00% | −5−11.1% | Reduced |
| West Branch Capital LLC | 49 | $4.83K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 50 | $4.92K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 51 | $5.04K | 0.00% | +9+21.4% | Added |
| Parkside Financial Bank & Trust | 55 | $5.42K | 0.00% | −35−38.9% | Reduced |
| Highline Wealth Partners LLC | 59 | $5.81K | 0.00% | +21+55.3% | Added |
| Larson Financial Group LLC | 60 | $5.92K | 0.00% | −23−27.7% | Reduced |
| Pin Oak Investment Advisors Inc | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 65 | $6.40K | 0.00% | −3−4.4% | Reduced |
| Sachetta, LLC | 72 | $7.09K | 0.00% | +72 | New |
| Atlantic Trust, LLC | 73 | $7.19K | 0.00% | +60+461.5% | Added |
| Stone House Investment Management, LLC | 79 | $7.78K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 82 | $8.07K | 0.00% | +3+3.8% | Added |
| Bare Financial Services, Inc | 82 | $8.07K | 0.00% | +82 | New |
| Cullen/Frost Bankers, Inc. | 94 | $9.26K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 95 | $9.35K | 0.00% | +95 | New |
| Smartleaf Asset Management LLC | 102 | $9.73K | 0.00% | −20−16.4% | Reduced |
| ZRC Wealth Management, LLC | 99 | $9.75K | 0.00% | +99 | New |
| Wall Street Access Asset Management, LLC | 100 | $9.85K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 100 | $9.85K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 100 | $9.85K | 0.01% | +100 | New |
| Spire Wealth Management | 105 | $10.3K | 0.00% | −8−7.1% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 111 | $10.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 125 | $12.3K | 0.00% | −1−0.8% | Reduced |
| Brown Brothers Harriman & Co | 145 | $14.3K | 0.00% | −302−67.6% | Reduced |
| Investors Research Corp | 150 | $14.8K | 0.00% | −31−17.1% | Reduced |
| TD Private Client Wealth LLC | 153 | $15.1K | 0.00% | −4−2.5% | Reduced |
| Activest Wealth Management | 170 | $16.7K | 0.00% | +64+60.4% | Added |
| Northwestern Mutual Wealth Management Co | 187 | $18.4K | 0.00% | +1+0.5% | Added |
| Los Angeles Capital Management LLC | 203 | $20.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 206 | $20.3K | 0.00% | +11+5.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 209 | $20.6K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 225 | $21.9K | 0.01% | 00.0% | Unchanged |