| Bogart Wealth, LLC | 0 | $65 | 0.00% | 0 | New |
| Winnow Wealth LLC | 1 | $492 | 0.00% | +1 | New |
| PEAK6 LLC | 1 | $682 | 0.00% | +1 | New |
| Winthrop Capital Management, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Riggs Asset Managment Co. Inc. | 1 | $1.22K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $1.22K | 0.00% | +1 | New |
| Longfellow Investment Management Co LLC | 1 | $1.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $1.22K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $1.22K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1 | $1.22K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $1.22K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $1.22K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $1.22K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $1.22K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $1.22K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1 | $1.22K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1 | $1.22K | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $1.22K | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $1.22K | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $1.35K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $2.00K | 0.00% | +1+100.0% | Added |
| AdvisorNet Financial, Inc | 2 | $2.45K | 0.00% | −4−66.7% | Reduced |
| Heritage Wealth Advisors | 2 | $2.45K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $2.45K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 2 | $2.45K | 0.00% | +1+100.0% | Added |
| NewSquare Capital LLC | 2 | $2.45K | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 2 | $2.45K | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $2.45K | 0.00% | +2 | New |
| Synergy Investment Management, LLC | 2 | $2.45K | 0.00% | +2 | New |
| Sachetta, LLC | 2 | $2.45K | 0.00% | −3−60.0% | Reduced |
| Hartford Financial Management Inc. | 2 | $2.45K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2 | $2.45K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $2.45K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2 | $2.45K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 2 | $2.45K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $2.45K | 0.00% | +2 | New |
| Harbour Investments, Inc. | 3 | $3.67K | 0.00% | −1−25.0% | Reduced |
| Eastern Bank | 3 | $3.67K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3 | $3.67K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 3 | $3.67K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 3 | $3.67K | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $3.67K | 0.00% | −3−50.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 3 | $3.67K | 0.01% | +3 | New |
| Abound Wealth Management | 3 | $3.77K | 0.00% | +1+50.0% | Added |
| Colonial Trust Co | 3 | $4.08K | 0.00% | +3 | Added |
| Eagle Bay Advisors LLC | 4 | $4.89K | 0.00% | −1−20.0% | Reduced |
| TFC Financial Management | 4 | $4.89K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5 | $6.10K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $6.12K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $6.12K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5 | $6.12K | 0.00% | +1+25.0% | Added |
| Pacific Center for Financial Services | 5 | $6.12K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $6.94K | 0.00% | +2+50.0% | Added |
| Golden State Wealth Management, LLC | 6 | $7.34K | 0.00% | +6 | New |
| JFS Wealth Advisors, LLC | 6 | $7.34K | 0.00% | −2−25.0% | Reduced |
| Meeder Asset Management Inc | 7 | $8.57K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 7 | $8.57K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 7 | $8.57K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 7 | $8.57K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 7 | $8.57K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $8.57K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 8 | $9.79K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8 | $9.79K | 0.00% | +2+33.3% | Added |
| Centricity Wealth Management, LLC | 8 | $9.79K | 0.01% | +8 | New |
| Hurley Capital, LLC | 8 | $9.91K | 0.01% | +8 | New |
| GW&K Investment Management, LLC | 8 | $10.0K | 0.00% | −1−11.1% | Reduced |
| Raleigh Capital Management Inc. | 10 | $12.2K | 0.00% | −31−75.6% | Reduced |
| Ronald Blue Trust, Inc. | 10 | $12.2K | 0.00% | −14−58.3% | Reduced |
| Financial Management Professionals, Inc. | 10 | $12.2K | 0.00% | +2+25.0% | Added |
| Simplex Trading, LLC | 11 | $13.0K | 0.00% | +11 | New |
| Harbor Investment Advisory, LLC | 11 | $13.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 11 | $13.5K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 11 | $13.5K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 12 | $14.7K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 12 | $14.7K | 0.00% | +12 | New |
| Covestor Ltd | 12 | $16.0K | 0.01% | −6−33.3% | Reduced |
| Hemington Wealth Management | 14 | $17.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 14 | $17.1K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 14 | $17.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $18.4K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 16 | $19.6K | 0.02% | +16 | New |
| Bell Investment Advisors, Inc | 17 | $20.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 19 | $23.3K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 19 | $23.3K | 0.00% | +11+137.5% | Added |
| Ancora Advisors, LLC | 20 | $24.5K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $24.5K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 20 | $24.5K | 0.00% | +20 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 | $26.9K | 0.00% | +2+10.0% | Added |
| Private Wealth Management Group, LLC | 22 | $26.9K | 0.01% | +1+4.8% | Added |
| Parkside Financial Bank & Trust | 25 | $30.6K | 0.00% | +1+4.2% | Added |
| MV Capital Management, Inc. | 26 | $31.8K | 0.00% | +4+18.2% | Added |
| IFP Advisors, Inc | 24 | $31.9K | 0.00% | +3+14.3% | Added |
| Rothschild Investment LLC | 27 | $33.0K | 0.00% | −4−12.9% | Reduced |
| SBI Securities Co., Ltd. | 27 | $33.0K | 0.00% | +27 | New |
| Whittier Trust Co of Nevada Inc | 30 | $36.7K | 0.00% | −18−37.5% | Reduced |
| CVA Family Office, LLC | 31 | $37.9K | 0.01% | +8+34.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 32 | $39.2K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 33 | $40.4K | 0.00% | −27−45.0% | Reduced |
| Evelyn Partners Investment Management LLP | 34 | $41.6K | 0.00% | +34 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 35 | $42.8K | 0.01% | 00.0% | Unchanged |