| Ogorek Anthony Joseph | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 2 | $115 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 3 | $173 | 0.00% | −994−99.7% | Reduced |
| Rothschild Investment LLC | 3 | $173 | 0.00% | −1−25.0% | Reduced |
| HFM Investment Advisors, LLC | 5 | $288 | 0.00% | +4+400.0% | Added |
| Principia Wealth Advisory, LLC | 6 | $345 | 0.00% | +5+500.0% | Added |
| Quaker Wealth Management, LLC | 7 | $404 | 0.00% | +7 | New |
| Atticus Wealth Management, LLC | 7 | $404 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $461 | 0.00% | −3−27.3% | Reduced |
| Horizon Investments, LLC | 8 | $461 | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 9 | $518 | 0.00% | +5+125.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $576 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $576 | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 11 | $633 | 0.00% | +5+83.3% | Added |
| Bogart Wealth, LLC | 12 | $691 | 0.00% | +12 | New |
| Tortoise Investment Management, LLC | 13 | $749 | 0.00% | +13 | New |
| Zions Bancorporation, National Association | 16 | $921 | 0.00% | +16 | New |
| Stephens Consulting, LLC | 17 | $979 | 0.00% | +17 | New |
| WealthTrak Capital Management LLC | 20 | $1.15K | 0.00% | +10+100.0% | Added |
| Goodman Advisory Group, LLC | 20 | $1.15K | 0.00% | +20 | New |
| BankPlus Trust Department | 21 | $1.21K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 21 | $1.21K | 0.00% | +11+110.0% | Added |
| Rialto Wealth Management, LLC | 24 | $1.38K | 0.00% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $1.44K | 0.00% | +2+8.7% | Added |
| Cornerstone Planning Group LLC | 30 | $1.68K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 30 | $1.73K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 31 | $1.78K | 0.00% | +31 | New |
| Cromwell Holdings LLC | 33 | $1.90K | 0.00% | +17+106.3% | Added |
| Anchor Investment Management, LLC | 40 | $2.30K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 40 | $2.30K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 41 | $2.36K | 0.00% | +41 | New |
| JFS Wealth Advisors, LLC | 46 | $2.65K | 0.00% | −40−46.5% | Reduced |
| ORG Wealth Partners, LLC | 50 | $2.76K | 0.00% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 50 | $2.88K | 0.01% | +50 | New |
| Capital Advisors, Ltd. LLC | 50 | $3.00K | 0.00% | +7+16.3% | Added |
| Brown Brothers Harriman & Co | 64 | $3.69K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 67 | $3.86K | 0.00% | −40−37.4% | Reduced |
| Sachetta, LLC | 69 | $3.97K | 0.00% | +58+527.3% | Added |
| Avion Wealth | 72 | $4.00K | 0.00% | +44+157.1% | Added |
| Frazier Financial Advisors, LLC | 75 | $4.32K | 0.00% | −75−50.0% | Reduced |
| Asset Dedication, LLC | 75 | $4.32K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $4.32K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 79 | $4.55K | 0.00% | −97−55.1% | Reduced |
| Sierra Ocean, LLC | 82 | $4.72K | 0.00% | −33−28.7% | Reduced |
| Inlight Wealth Management, LLC | 82 | $4.72K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 84 | $4.84K | 0.00% | −140−62.5% | Reduced |
| Bare Financial Services, Inc | 87 | $5.01K | 0.00% | +50+135.1% | Added |
| Glen Eagle Advisors, LLC | 90 | $5.18K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 85 | $5.22K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 93 | $5.34K | 0.00% | +48+106.7% | Added |
| High Note Wealth, LLC | 94 | $5.41K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $5.76K | 0.00% | −2−2.0% | Reduced |
| Webster Bank, N. A. | 100 | $5.76K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $5.76K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $5.76K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $5.76K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 100 | $5.76K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 100 | $5.76K | 0.00% | +100 | New |
| Legacy Investment Solutions, LLC | 100 | $5.76K | 0.00% | +100 | New |
| TD Waterhouse Canada Inc. | 107 | $5.91K | 0.00% | +2+1.9% | Added |
| Clear Investment Research, LLC | 117 | $6.74K | 0.01% | +5+4.5% | Added |
| Assetmark, Inc | 119 | $6.85K | 0.00% | +91+325.0% | Added |
| Performa Ltd (US), LLC | 125 | $7.20K | 0.00% | −25−16.7% | Reduced |
| Albion Financial Group | 125 | $7.20K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 126 | $7.26K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 130 | $7.49K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 142 | $8.00K | 0.00% | +56+65.1% | Added |
| MCF Advisors LLC | 140 | $8.06K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 169 | $9.73K | 0.00% | +70+70.7% | Added |
| Atlantic Union Bankshares Corp | 175 | $10.1K | 0.00% | +175 | New |
| Quarry LP | 185 | $10.7K | 0.00% | −4,355−95.9% | Reduced |
| Financial Network Wealth Advisors LLC | 187 | $10.8K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 200 | $11.5K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 225 | $13.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 226 | $13.0K | 0.00% | −437−65.9% | Reduced |
| CoreCap Advisors, LLC | 228 | $13.1K | 0.00% | −142−38.4% | Reduced |
| Rakuten Securities, Inc. | 240 | $13.8K | 0.01% | −12−4.8% | Reduced |
| NewSquare Capital LLC | 242 | $13.9K | 0.00% | +162+202.5% | Added |
| DHJJ Financial Advisors, Ltd. | 250 | $14.4K | 0.01% | +250 | New |
| Farmers & Merchants Investments Inc | 256 | $14.7K | 0.00% | +33+14.8% | Added |
| Bell Investment Advisors, Inc | 268 | $15.4K | 0.00% | +31+13.1% | Added |
| Hurley Capital, LLC | 274 | $15.8K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 300 | $17.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 334 | $18.5K | 0.00% | −220−39.7% | Reduced |
| Rogco, LP | 337 | $19.4K | 0.01% | +337 | New |
| Close Asset Management Ltd | 350 | $20.0K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 361 | $21.4K | 0.01% | +361 | New |
| Indiana Trust & Investment Management CO | 375 | $21.6K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 440 | $25.3K | 0.01% | +440 | New |
| Private Trust Co NA | 472 | $27.2K | 0.00% | −181−27.7% | Reduced |
| CVA Family Office, LLC | 473 | $27.2K | 0.00% | −11−2.3% | Reduced |
| Covestor Ltd | 487 | $28.0K | 0.02% | −14−2.8% | Reduced |
| First Horizon Advisors, Inc. | 494 | $28.4K | 0.00% | −60−10.8% | Reduced |
| Crowley Wealth Management, Inc. | 500 | $28.8K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 528 | $30.4K | 0.02% | −44−7.7% | Reduced |
| True Wealth Design, LLC | 548 | $31.6K | 0.01% | +439+402.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $31.7K | 0.01% | +50+10.0% | Added |