| Atlas Capital Advisors LLC | 2,250 | $36.9K | 0.00% | +2,250 | New |
| J.W. Cole Advisors, Inc. | 36,233 | $35.6K | 0.00% | +36,233 | New |
| One River Asset Management, LLC | 2,000 | $32.8K | 0.03% | +2,000 | New |
| Tower Research Capital LLC (TRC) | 1,978 | $32.4K | 0.00% | −718−26.6% | Reduced |
| MAI Capital Management | 1,883 | $30.9K | 0.00% | +138+7.9% | Added |
| Massmutual Trust Co FSB | 1,825 | $29.9K | 0.00% | +30+1.7% | Added |
| TD Waterhouse Canada Inc. | 1,782 | $29.2K | 0.00% | +1,652+1,270.8% | Added |
| Raleigh Capital Management Inc. | 1,574 | $25.8K | 0.01% | +1,574 | New |
| HighMark Wealth Management LLC | 1,550 | $25.4K | 0.01% | +1,550 | New |
| Hazlett, Burt & Watson, Inc. | 1,500 | $25.0K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1,500 | $24.6K | 0.01% | +1,500 | New |
| Quadrant Capital Group LLC | 1,335 | $21.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,314 | $21.5K | 0.01% | +2+0.2% | Added |
| Vestcor Inc | 1,136 | $19.0K | 0.00% | +1,136 | New |
| Strive Financial Group ,LLC | 1,102 | $18.1K | 0.01% | +1,102 | New |
| SageView Advisory Group, LLC | 1,100 | $18.0K | 0.00% | +1,100 | New |
| Teachers Retirement System of the State of Kentucky | 1,100 | $18.0K | 0.00% | +1,100 | New |
| CIBC Private Wealth Group, LLC | 1,073 | $17.6K | 0.00% | +1,033+2,582.5% | Added |
| Private Trust Co NA | 1,070 | $17.5K | 0.00% | +520+94.5% | Added |
| Cullen/Frost Bankers, Inc. | 1,061 | $17.4K | 0.00% | +1,061 | New |
| Larson Financial Group LLC | 1,023 | $16.8K | 0.00% | −328−24.3% | Reduced |
| Bryn Mawr Trust Co | 1,000 | $16.4K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $16.4K | 0.00% | +1,000 | New |
| DV Trading LLC | 1,000 | $16.4K | 0.00% | +1,000 | New |
| Root Financial Partners, LLC | 993 | $16.3K | 0.00% | +391+65.0% | Added |
| Signature Equity Partners, LLC | 923 | $15.1K | 0.01% | +923 | New |
| Versant Capital Management, Inc | 912 | $14.9K | 0.00% | +81+9.7% | Added |
| Burkett Financial Services, LLC | 879 | $14.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 819 | $13.4K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 809 | $13.3K | 0.01% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 803 | $13.2K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 800 | $13.1K | 0.00% | +800 | New |
| Mark Sheptoff Financial Planning, LLC | 800 | $13.1K | 0.01% | +800 | New |
| Capital Advisors, Ltd. LLC | 801 | $13.0K | 0.00% | 00.0% | Unchanged |
| DV Equities, LLC | 790 | $12.9K | 0.00% | +790 | New |
| Transamerica Financial Advisors, Inc. | 779 | $12.8K | 0.00% | +779 | New |
| Wealth Preservation Advisors, LLC | 719 | $11.8K | 0.01% | +719 | New |
| Bangor Savings Bank | 705 | $11.6K | 0.00% | −150−17.5% | Reduced |
| Ronald Blue Trust, Inc. | 680 | $11.1K | 0.00% | +581+586.9% | Added |
| Hurley Capital, LLC | 650 | $10.7K | 0.01% | +270+71.1% | Added |
| Archer Investment Corp | 606 | $9.93K | 0.00% | +65+12.0% | Added |
| Huntington National Bank | 564 | $9.24K | 0.00% | +28+5.2% | Added |
| Geneos Wealth Management Inc. | 564 | $9.24K | 0.00% | +211+59.8% | Added |
| Quent Capital, LLC | 540 | $8.85K | 0.00% | −260−32.5% | Reduced |
| Basecamp Wealth Advisors LLC | 516 | $8.46K | 0.00% | +516 | New |
| Private Wealth Asset Management, LLC | 508 | $8.33K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 502 | $8.23K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 502 | $8.23K | 0.00% | +502 | New |
| Newbridge Financial Services Group, Inc. | 500 | $8.20K | 0.00% | −7,000−93.3% | Reduced |
| Wolff Wiese Magana LLC | 500 | $8.20K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 444 | $7.28K | 0.00% | −25−5.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 440 | $7.21K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 436 | $7.15K | 0.01% | +436 | New |
| Assetmark, Inc | 427 | $7.00K | 0.00% | +36+9.2% | Added |
| AdvisorNet Financial, Inc | 400 | $6.56K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 360 | $5.90K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 400 | $5.74K | 0.00% | +400 | New |
| Performa Ltd (US), LLC | 344 | $5.64K | 0.00% | −206−37.5% | Reduced |
| Ameriflex Group, Inc. | 330 | $5.41K | 0.00% | −858−72.2% | Reduced |
| Navalign, LLC | 305 | $5.00K | 0.00% | +305 | New |
| Bogart Wealth, LLC | 284 | $4.66K | 0.00% | −18−6.0% | Reduced |
| Flagship Harbor Advisors, LLC | 261 | $4.28K | 0.00% | +261 | New |
| Sachetta, LLC | 240 | $3.93K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 240 | $3.93K | 0.00% | +240 | New |
| Atlantic Trust, LLC | 226 | $3.71K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 222 | $3.64K | 0.00% | +222 | New |
| Marquette Asset Management, LLC | 212 | $3.48K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 224 | $3.31K | 0.00% | +10+4.7% | Added |
| Aventura Private Wealth, LLC | 200 | $3.28K | 0.00% | +121+153.2% | Added |
| Hantz Financial Services, Inc. | 156 | $3.00K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 182 | $2.98K | 0.00% | +182 | New |
| Dogwood Wealth Management LLC | 175 | $2.87K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 168 | $2.75K | 0.00% | +168 | New |
| Tucker Asset Management LLC | 160 | $2.62K | 0.00% | +160 | New |
| JFS Wealth Advisors, LLC | 133 | $2.18K | 0.00% | +53+66.3% | Added |
| Zions Bancorporation, National Association | 132 | $2.16K | 0.00% | +132 | New |
| Pinnacle Wealth Planning Services, Inc. | 128 | $2.10K | 0.00% | +128 | New |
| Proathlete Wealth Management LLC | 127 | $2.08K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 120 | $1.92K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 114 | $1.87K | 0.00% | +94+470.0% | Added |
| TD Private Client Wealth LLC | 111 | $1.82K | 0.00% | +9+8.8% | Added |
| Plato Investment Management Ltd | 107 | $1.76K | 0.00% | −586−84.6% | Reduced |
| Curio Wealth, LLC | 98 | $1.68K | 0.00% | +98 | New |
| Anfield Capital Management, LLC | 102 | $1.67K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $1.64K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 97 | $1.59K | 0.00% | +97 | New |
| Bell Investment Advisors, Inc | 96 | $1.57K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 96 | $1.57K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 93 | $1.52K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 93 | $1.52K | 0.00% | +29+45.3% | Added |
| Sunbelt Securities, Inc. | 92 | $1.51K | 0.00% | −158−63.2% | Reduced |
| Toth Financial Advisory Corp | 90 | $1.48K | 0.00% | +90 | New |
| Modus Advisors, LLC | 90 | $1.48K | 0.00% | +90 | New |
| Optima Capital LLC | 85 | $1.39K | 0.00% | +85 | New |
| Lloyd Advisory Services, LLC. | 83 | $1.36K | 0.00% | +83 | New |
| Armstrong Advisory Group, Inc | 79 | $1.29K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 75 | $1.23K | 0.00% | +75 | New |
| Keating Financial Advisory Services, Inc. | 71 | $1.16K | 0.00% | +71 | New |
| LRI Investments, LLC | 69 | $1.13K | 0.00% | +69 | New |
| Rialto Wealth Management, LLC | 62 | $1.02K | 0.00% | +8+14.8% | Added |
