| Ogorek Anthony Joseph | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $42 | 0.00% | −47−97.9% | Reduced |
| MV Capital Management, Inc. | 1 | $52 | 0.00% | +1 | New |
| Concord Wealth Partners | 2 | $103 | 0.00% | −50−96.2% | Reduced |
| Rialto Wealth Management, LLC | 2 | $104 | 0.00% | −12−85.7% | Reduced |
| TD Private Client Wealth LLC | 3 | $155 | 0.00% | −5−62.5% | Reduced |
| Elyxium Wealth, LLC | 3 | $155 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $156 | 0.00% | −6−66.7% | Reduced |
| Seneschal Advisors, LLC | 3 | $156 | 0.00% | −2−40.0% | Reduced |
| Fideuram Asset Management (Ireland) dac | 3 | $157 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 4 | $207 | 0.00% | −26−86.7% | Reduced |
| American Capital Advisory, LLC | 4 | $207 | 0.00% | +1+33.3% | Added |
| Investors Research Corp | 5 | $258 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5 | $265 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 6 | $311 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $445 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 9 | $465 | 0.00% | −12−57.1% | Reduced |
| Westside Investment Management, Inc. | 9 | $465 | 0.00% | +9 | New |
| Signature Equity Partners, LLC | 10 | $517 | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 11 | $569 | 0.00% | −58−84.1% | Reduced |
| Cornerstone Financial Management LLC | 14 | $724 | 0.00% | +14 | New |
| Retirement Wealth Solutions LLC | 18 | $931 | 0.00% | −25−58.1% | Reduced |
| Kilter Group LLC | 19 | $983 | 0.00% | −1−5.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 20 | $1.03K | 0.00% | +8+66.7% | Added |
| Toth Financial Advisory Corp | 20 | $1.03K | 0.00% | −220−91.7% | Reduced |
| Raffa Wealth Management, LLC | 20 | $1.03K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 20 | $1.03K | 0.00% | 00.0% | Unchanged |
| Bayban | 20 | $1.03K | 0.00% | +20 | New |
| Golden State Wealth Management, LLC | 21 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $1.08K | 0.00% | +14+200.0% | Added |
| Winnow Wealth LLC | 21 | $1.09K | 0.00% | +20+2,000.0% | Added |
| South State Corp. | 23 | $1.19K | 0.00% | −32−58.2% | Reduced |
| Aspect Partners, LLC | 23 | $1.19K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 25 | $1.29K | 0.00% | −5−16.7% | Reduced |
| Tidemark, LLC | 25 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 29 | $1.50K | 0.00% | +22+314.3% | Added |
| AdvisorNet Financial, Inc | 32 | $1.65K | 0.00% | +11+52.4% | Added |
| North Star Investment Management Corp. | 33 | $1.71K | 0.00% | +26+371.4% | Added |
| DiNuzzo Private Wealth, Inc. | 34 | $1.76K | 0.00% | −2−5.6% | Reduced |
| Rakuten Securities, Inc. | 35 | $1.81K | 0.00% | −126−78.3% | Reduced |
| Geneos Wealth Management Inc. | 35 | $1.81K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 36 | $1.86K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 36 | $1.86K | 0.00% | +36 | New |
| Avion Wealth | 45 | $2.00K | 0.00% | −3−6.3% | Reduced |
| Capital Advisors, Ltd. LLC | 46 | $2.00K | 0.00% | +25+119.0% | Added |
| Private Trust Co NA | 40 | $2.07K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 40 | $2.07K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 40 | $2.07K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 42 | $2.17K | 0.00% | +42 | New |
| Sachetta, LLC | 46 | $2.38K | 0.00% | −282−86.0% | Reduced |
| Brown Brothers Harriman & Co | 53 | $2.74K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 54 | $2.79K | 0.00% | +54 | New |
| Sound Income Strategies, LLC | 63 | $2.88K | 0.00% | +63 | New |
| Transamerica Financial Advisors, Inc. | 56 | $2.90K | 0.00% | +27+93.1% | Added |
| Capital Analysts, LLC | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 59 | $3.05K | 0.00% | +59 | New |
| Bell Investment Advisors, Inc | 72 | $3.72K | 0.00% | +2+2.9% | Added |
| High Note Wealth, LLC | 73 | $3.77K | 0.00% | +73 | New |
| Crewe Advisors LLC | 79 | $4.08K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 80 | $4.13K | 0.00% | −65−44.8% | Reduced |
| Frazier Financial Advisors, LLC | 94 | $4.86K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 99 | $5.12K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $5.17K | 0.00% | +100 | New |
| Ares Financial Consulting, LLC | 101 | $5.22K | 0.00% | +101 | New |
| Marquette Asset Management, LLC | 102 | $5.27K | 0.00% | +59+137.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 105 | $5.43K | 0.00% | +105 | New |
| Steward Partners Investment Advisory, LLC | 135 | $6.98K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 143 | $7.39K | 0.00% | −4−2.7% | Reduced |
| Root Financial Partners, LLC | 176 | $9.10K | 0.00% | −105−37.4% | Reduced |
| Atlas Capital Advisors LLC | 177 | $9.15K | 0.00% | +177 | New |
| Cetera Trust Company, N.A | 187 | $9.67K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 198 | $10.2K | 0.00% | +198 | New |
| JFS Wealth Advisors, LLC | 199 | $10.3K | 0.00% | +60+43.2% | Added |
| Front Row Advisors LLC | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 210 | $10.9K | 0.01% | +210 | New |
| 1015 Capital Partners, LLC | 216 | $11.2K | 0.01% | +216 | New |
| Versant Capital Management, Inc | 217 | $11.2K | 0.00% | −5,957−96.5% | Reduced |
| Huntington National Bank | 224 | $11.6K | 0.00% | −62−21.7% | Reduced |
| Farmers & Merchants Investments Inc | 230 | $11.9K | 0.00% | +20+9.5% | Added |
| Assetmark, Inc | 234 | $12.1K | 0.00% | −45−16.1% | Reduced |
| SJS Investment Consulting Inc. | 239 | $12.4K | 0.00% | −470−66.3% | Reduced |
| Quent Capital, LLC | 257 | $13.3K | 0.00% | −20−7.2% | Reduced |
| Activest Wealth Management | 260 | $13.4K | 0.00% | +260 | New |
| Nemes Rush Group LLC | 261 | $13.5K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 264 | $13.6K | 0.00% | +11+4.3% | Added |
| Elequin Capital LP | 283 | $14.6K | 0.00% | +283 | New |
| SRS Capital Advisors, Inc. | 291 | $15.0K | 0.00% | −55,816−99.5% | Reduced |
| Torren Management, LLC | 298 | $15.4K | 0.01% | +298 | New |
| Parkside Financial Bank & Trust | 325 | $16.8K | 0.00% | +120+58.5% | Added |
| Larson Financial Group LLC | 399 | $20.6K | 0.00% | +67+20.2% | Added |
| Greenline Wealth Management LLC | 400 | $20.7K | 0.02% | +400 | New |
| Private Wealth Asset Management, LLC | 410 | $21.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 440 | $22.7K | 0.00% | +302+218.8% | Added |
| SageView Advisory Group, LLC | 501 | $25.9K | 0.00% | +501 | New |
| Manchester Capital Management LLC | 513 | $26.5K | 0.00% | −860−62.6% | Reduced |
| Massmutual Trust Co FSB | 532 | $27.5K | 0.00% | −41−7.2% | Reduced |
| New Millennium Group LLC | 539 | $27.9K | 0.01% | +539 | New |
| TD Waterhouse Canada Inc. | 566 | $29.3K | 0.00% | −1,421−71.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $31.0K | 0.01% | 00.0% | Unchanged |