| Kingdom Financial Group LLC. | 0 | $2 | 0.00% | 0 | Unchanged |
| Cypress Capital Management LLC (WY) | 4 | $65 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 7 | $113 | 0.00% | −4,493−99.8% | Reduced |
| RMG Wealth Management LLC | 10 | $178 | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 14 | $227 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $275 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 25 | $404 | 0.00% | +25 | New |
| Hollencrest Capital Management | 28 | $452 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 37 | $598 | 0.00% | +37 | New |
| Horizon Investments, LLC | 39 | $630 | 0.00% | −27−40.9% | Reduced |
| Tower Research Capital LLC (TRC) | 40 | $646 | 0.00% | +40 | New |
| Versant Capital Management, Inc | 48 | $776 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 49 | $792 | 0.00% | +49 | New |
| Triumph Capital Management | 55 | $889 | 0.00% | −99−64.3% | Reduced |
| Marshall Investment Management, LLC | 55 | $889 | 0.00% | +55 | New |
| Caldwell Trust Co | 58 | $937 | 0.00% | −57−49.6% | Reduced |
| CKW Financial Group | 59 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 67 | $1.08K | 0.00% | +67 | New |
| Ramirez Asset Management, Inc. | 87 | $1.41K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 97 | $1.57K | 0.00% | +32+49.2% | Added |
| Creative Capital Management Investments LLC | 100 | $1.62K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 100 | $1.62K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 100 | $1.62K | 0.00% | +100 | New |
| NFJ Investment Group, LLC | 102 | $1.65K | 0.00% | −28−21.5% | Reduced |
| Synergy Investment Management, LLC | 97 | $1.80K | 0.00% | +97 | New |
| Whipplewood Advisors, LLC | 114 | $1.84K | 0.00% | −734−86.6% | Reduced |
| Raffa Wealth Management, LLC | 120 | $1.94K | 0.00% | +50+71.4% | Added |
| Verde Servicos Internacionais S.A. | 100 | $2.00K | 0.00% | −355,400−100.0% | Reduced |
| William B. Walkup & Associates, Inc. | 130 | $2.10K | 0.00% | +130 | New |
| First Command Advisory Services, Inc. | 134 | $2.17K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 144 | $2.33K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 0 | $2.43K | 0.00% | −120,200−100.0% | Reduced |
| Core Capital Management & Research, inc. | 134 | $2.57K | 0.00% | +134 | New |
| IMA Wealth, Inc. | 160 | $2.59K | 0.00% | +56+53.8% | Added |
| Virtus ETF Advisers LLC | 169 | $2.73K | 0.00% | +169 | New |
| BOK Financial Private Wealth, Inc. | 198 | $3.20K | 0.00% | +198 | New |
| SWAN Capital LLC | 210 | $3.39K | 0.00% | −140−40.0% | Reduced |
| Signature Equity Partners, LLC | 227 | $3.67K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 229 | $3.70K | 0.00% | +229 | New |
| Gleason Group, Inc. | 236 | $3.81K | 0.00% | +236 | New |
| Security National Bank of Sioux City Iowa | 250 | $4.04K | 0.00% | +250 | New |
| ORG Wealth Partners, LLC | 256 | $4.14K | 0.00% | +256 | New |
| Medallion Wealth Advisors, LLC | 263 | $4.25K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 271 | $4.38K | 0.00% | +60+28.4% | Added |
| SHP Wealth Management | 273 | $4.41K | 0.00% | −438−61.6% | Reduced |
| JPL Wealth Management, LLC | 288 | $4.66K | 0.00% | +17+6.3% | Added |
| Blume Capital Management, Inc. | 300 | $4.85K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 302 | $5.00K | 0.00% | −2,500−89.2% | Reduced |
| Bogart Wealth, LLC | 350 | $5.66K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 373 | $6.03K | 0.00% | +36+10.7% | Added |
| Kilter Group LLC | 380 | $6.14K | 0.00% | +380 | New |
| N.E.W. Advisory Services LLC | 400 | $6.46K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 440 | $7.16K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 450 | $7.27K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 452 | $7.30K | 0.00% | +452 | New |
| Ancora Advisors, LLC | 472 | $7.63K | 0.00% | −72−13.2% | Reduced |
| Horrell Capital Management, Inc. | 500 | $8.08K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 500 | $8.08K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 500 | $8.08K | 0.00% | +500 | New |
| Financial Gravity Companies, Inc. | 513 | $8.29K | 0.00% | +513 | New |
| SJS Investment Consulting Inc. | 515 | $8.32K | 0.00% | +3+0.6% | Added |
| JFS Wealth Advisors, LLC | 539 | $8.71K | 0.00% | +31+6.1% | Added |
| True Wealth Design, LLC | 553 | $8.94K | 0.00% | −10−1.8% | Reduced |
| Brown Brothers Harriman & Co | 586 | $9.47K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 593 | $9.59K | 0.00% | +2+0.3% | Added |
| Clear Street Markets LLC | 600 | $9.70K | 0.00% | −900−60.0% | Reduced |
| Cranbrook Wealth Management, LLC | 600 | $9.70K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 600 | $9.70K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 600 | $9.70K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 567 | $9.78K | 0.01% | +567 | New |
| Evelyn Partners Group Ltd | 650 | $10.5K | 0.00% | +650 | New |
| FWL Investment Management, LLC | 656 | $10.6K | 0.00% | +351+115.1% | Added |
| AdvisorNet Financial, Inc | 668 | $10.8K | 0.00% | +400+149.3% | Added |
| Westside Investment Management, Inc. | 745 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 750 | $12.1K | 0.00% | +750 | New |
| Park Place Capital Corp | 884 | $14.3K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 900 | $15.0K | 0.00% | +900 | New |
| Highline Wealth Partners LLC | 979 | $15.8K | 0.00% | −123−11.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 974 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,000 | $16.2K | 0.00% | −400−28.6% | Reduced |
| NBC Securities, Inc. | 1,014 | $16.4K | 0.00% | +6+0.6% | Added |
| Investors Research Corp | 1,034 | $16.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,052 | $17.0K | 0.00% | +49+4.9% | Added |
| LRI Investments, LLC | 1,071 | $17.3K | 0.00% | +71+7.1% | Added |
| Private Wealth Asset Management, LLC | 1,155 | $18.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,211 | $19.6K | 0.00% | −987−44.9% | Reduced |
| Parkside Financial Bank & Trust | 1,231 | $19.9K | 0.00% | −17−1.4% | Reduced |
| Erste Asset Management GmbH | 1,240 | $20.0K | 0.00% | +1,240 | New |
| Continuum Advisory, LLC | 1,270 | $20.5K | 0.00% | +1,270 | New |
| WealthCollab, LLC | 1,301 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,315 | $21.3K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,447 | $23.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,500 | $24.2K | 0.00% | +1,500 | New |
| Newbridge Financial Services Group, Inc. | 1,625 | $26.3K | 0.00% | −40−2.4% | Reduced |
| IFG Advisory, LLC | 1,659 | $26.8K | 0.00% | +1,659 | New |
| Nisa Investment Advisors, LLC | 1,719 | $28.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,764 | $28.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,938 | $31.3K | 0.00% | +1,938 | New |
| NBT Bank N A | 2,000 | $32.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,000 | $32.3K | 0.00% | 00.0% | Unchanged |
