| Ogorek Anthony Joseph | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $75 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 3 | $224 | 0.00% | −1−25.0% | Reduced |
| Financial Management Professionals, Inc. | 4 | $298 | 0.00% | +4 | New |
| Davis Capital Management | 4 | $298 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 5 | $372 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 5 | $372 | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 5 | $372 | 0.00% | +5 | New |
| Atlantic Union Bankshares Corp | 5 | $381 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 6 | $447 | 0.00% | +6 | New |
| North Star Investment Management Corp. | 7 | $521 | 0.00% | +7 | New |
| Bogart Wealth, LLC | 7 | $521 | 0.00% | +7 | New |
| Bare Financial Services, Inc | 7 | $521 | 0.00% | +7 | New |
| Breakwater Investment Management | 7 | $521 | 0.00% | +7 | New |
| TD Private Client Wealth LLC | 8 | $595 | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 9 | $652 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 9 | $670 | 0.00% | −259−96.6% | Reduced |
| HFM Investment Advisors, LLC | 9 | $670 | 0.00% | −2−18.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 12 | $892 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $1.04K | 0.00% | +9+180.0% | Added |
| WPG Advisers, LLC | 20 | $1.49K | 0.00% | −30−60.0% | Reduced |
| Raffa Wealth Management, LLC | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 20 | $1.49K | 0.00% | +20 | New |
| Principia Wealth Advisory, LLC | 21 | $1.56K | 0.00% | +1+5.0% | Added |
| AdvisorNet Financial, Inc | 21 | $1.56K | 0.00% | +13+162.5% | Added |
| Golden State Wealth Management, LLC | 21 | $1.56K | 0.00% | +21 | New |
| Aspect Partners, LLC | 23 | $1.71K | 0.00% | +23 | New |
| Tidemark, LLC | 25 | $1.86K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 27 | $2.01K | 0.00% | +17+170.0% | Added |
| Cromwell Holdings LLC | 28 | $2.08K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 29 | $2.16K | 0.00% | +29 | New |
| Creative Financial Designs Inc | 30 | $2.23K | 0.00% | −1,962−98.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 30 | $2.23K | 0.00% | +30 | New |
| Heartwood Wealth Advisors LLC | 32 | $2.38K | 0.00% | +32 | New |
| DiNuzzo Private Wealth, Inc. | 36 | $2.42K | 0.00% | −2−5.3% | Reduced |
| Geneos Wealth Management Inc. | 35 | $2.60K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 48 | $2.61K | 0.00% | +40+500.0% | Added |
| 1620 Investment Advisors, Inc. | 36 | $2.68K | 0.00% | −65−64.4% | Reduced |
| Private Trust Co NA | 40 | $2.98K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 40 | $2.98K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 40 | $2.98K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 40 | $2.98K | 0.00% | +40 | New |
| Avion Wealth | 48 | $3.00K | 0.00% | −3−5.9% | Reduced |
| Cloud Capital Management, LLC | 46 | $3.00K | 0.00% | +46 | New |
| Marquette Asset Management, LLC | 43 | $3.20K | 0.00% | +43 | New |
| Retirement Wealth Solutions LLC | 43 | $3.20K | 0.00% | +43 | New |
| Concord Wealth Partners | 52 | $3.87K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 52 | $3.87K | 0.00% | +52 | New |
| Brown Brothers Harriman & Co | 53 | $3.94K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 55 | $4.09K | 0.00% | −313−85.1% | Reduced |
| Clear Investment Research, LLC | 56 | $4.17K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 56 | $4.17K | 0.00% | +56 | New |
| Groupe la Francaise | 65 | $4.26K | 0.00% | +65 | New |
| Capital Analysts, LLC | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 69 | $5.13K | 0.00% | +11+19.0% | Added |
| Bell Investment Advisors, Inc | 70 | $5.21K | 0.00% | −23−24.7% | Reduced |
| Sunbelt Securities, Inc. | 75 | $5.58K | 0.00% | +75 | New |
| Crewe Advisors LLC | 79 | $5.88K | 0.00% | +79 | New |
| Frazier Financial Advisors, LLC | 94 | $6.99K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 99 | $7.37K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $7.44K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 108 | $8.03K | 0.00% | +108 | New |
| CX Institutional | 130 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 135 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 138 | $10.3K | 0.00% | −360−72.3% | Reduced |
| JFS Wealth Advisors, LLC | 139 | $10.3K | 0.00% | −4−2.8% | Reduced |
| First Horizon Corp | 145 | $10.8K | 0.00% | +145 | New |
| Private Wealth Management Group, LLC | 147 | $10.9K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 160 | $11.9K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 161 | $12.0K | 0.00% | −442−73.3% | Reduced |
| Cetera Trust Company, N.A | 187 | $13.9K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 186 | $14.2K | 0.00% | +186 | New |
| Front Row Advisors LLC | 200 | $14.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 205 | $15.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $15.6K | 0.00% | +210 | New |
| Hemington Wealth Management | 239 | $17.0K | 0.00% | +1+0.4% | Added |
| Toth Financial Advisory Corp | 240 | $17.9K | 0.00% | −2,125−89.9% | Reduced |
| UMA Financial Services, Inc. | 253 | $18.8K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 261 | $19.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 277 | $20.6K | 0.00% | +277 | New |
| Assetmark, Inc | 279 | $20.8K | 0.00% | +107+62.2% | Added |
| Root Financial Partners, LLC | 281 | $20.9K | 0.00% | +281 | New |
| MAI Capital Management | 284 | $21.1K | 0.00% | −36−11.3% | Reduced |
| Huntington National Bank | 286 | $21.3K | 0.00% | +18+6.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 315 | $23.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 315 | $23.4K | 0.00% | +6+1.9% | Added |
| Sachetta, LLC | 328 | $24.4K | 0.01% | +31+10.4% | Added |
| Larson Financial Group LLC | 332 | $24.7K | 0.00% | +15+4.7% | Added |
| Private Wealth Asset Management, LLC | 410 | $30.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 416 | $31.0K | 0.00% | −306−42.4% | Reduced |
| Wealthspire Advisors, LLC | 439 | $32.7K | 0.00% | +439 | New |
| Covestor Ltd | 443 | $33.0K | 0.02% | +15+3.5% | Added |
| Essex Investment Management Co LLC | 477 | $35.5K | 0.01% | −209−30.5% | Reduced |
| GW&K Investment Management, LLC | 549 | $41.0K | 0.00% | +120+28.0% | Added |
| Massmutual Trust Co FSB | 573 | $42.6K | 0.00% | +87+17.9% | Added |
| Leonteq Securities AG | 583 | $43.4K | 0.00% | +564+2,968.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $44.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 615 | $45.8K | 0.00% | +113+22.5% | Added |