| Ogorek Anthony Joseph | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $243 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $243 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1 | $243 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $243 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $243 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $243 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $486 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $486 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2 | $486 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $486 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $486 | 0.00% | +1+100.0% | Added |
| Stephens Consulting, LLC | 2 | $486 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $728 | 0.00% | +1+50.0% | Added |
| Financial Management Professionals, Inc. | 3 | $729 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $729 | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 3 | $729 | 0.00% | +1+50.0% | Added |
| Bare Financial Services, Inc | 4 | $972 | 0.00% | +4 | New |
| Essential Partners LLC | 4 | $972 | 0.00% | +4 | New |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $1.22K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $1.46K | 0.00% | −4−40.0% | Reduced |
| Hollencrest Capital Management | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $1.70K | 0.00% | −5−41.7% | Reduced |
| Legacy Wealth Managment, LLC | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 7 | $1.70K | 0.00% | +7 | New |
| First PREMIER Bank | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $2.00K | 0.00% | +6+150.0% | Added |
| Cromwell Holdings LLC | 9 | $2.19K | 0.00% | +7+350.0% | Added |
| Rialto Wealth Management, LLC | 10 | $2.43K | 0.00% | +5+100.0% | Added |
| Beacon Capital Management, LLC | 10 | $2.43K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12 | $2.92K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $2.92K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 12 | $2.92K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $2.92K | 0.00% | +12 | New |
| Colonial Trust Co | 13 | $3.14K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 13 | $3.16K | 0.00% | +7+116.7% | Added |
| Webster Bank, N. A. | 13 | $3.16K | 0.00% | +13 | New |
| Red Tortoise LLC | 15 | $3.64K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 15 | $3.64K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 15 | $3.64K | 0.00% | +15 | New |
| GFG Capital, LLC | 17 | $4.13K | 0.00% | +17 | New |
| Retirement Wealth Solutions LLC | 17 | $4.23K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 18 | $4.37K | 0.00% | +1+5.9% | Added |
| UMA Financial Services, Inc. | 18 | $4.37K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 21 | $5.12K | 0.00% | +21 | New |
| South State Corp. | 26 | $6.32K | 0.00% | +10+62.5% | Added |
| Cornerstone Planning Group LLC | 27 | $6.49K | 0.00% | −24−47.1% | Reduced |
| Binnacle Investments Inc | 28 | $6.80K | 0.00% | +2+7.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 28 | $6.80K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 32 | $7.77K | 0.00% | +32 | New |
| Twin Peaks Wealth Advisors, LLC | 33 | $7.91K | 0.00% | +33 | New |
| Prestige Wealth Management Group LLC | 33 | $8.02K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 34 | $8.26K | 0.00% | +31+1,033.3% | Added |
| Ameritas Advisory Services, LLC | 34 | $8.30K | 0.00% | +34 | New |
| Pinnacle Bancorp, Inc. | 36 | $8.74K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 36 | $8.74K | 0.00% | +11+44.0% | Added |
| Bell Investment Advisors, Inc | 37 | $8.99K | 0.00% | +7+23.3% | Added |
| JFS Wealth Advisors, LLC | 38 | $9.23K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 40 | $9.72K | 0.01% | +13+48.1% | Added |
| Versant Capital Management, Inc | 40 | $9.72K | 0.00% | +11+37.9% | Added |
| CIBC Private Wealth Group, LLC | 40 | $9.72K | 0.00% | +19+90.5% | Added |
| Farmers & Merchants Investments Inc | 41 | $9.96K | 0.00% | +4+10.8% | Added |
| WPG Advisers, LLC | 45 | $10.9K | 0.01% | +4+9.8% | Added |
| Central Trust Co | 47 | $11.4K | 0.00% | −3−6.0% | Reduced |
| Creative Financial Designs Inc | 49 | $11.9K | 0.00% | −12−19.7% | Reduced |
| Capital Analysts, LLC | 51 | $12.0K | 0.00% | −8−13.6% | Reduced |
| Farther Finance Advisors, LLC | 52 | $12.6K | 0.00% | +17+48.6% | Added |
| Carolina Wealth Advisors, LLC | 54 | $13.1K | 0.01% | −1,075−95.2% | Reduced |
| Global Trust Asset Management, LLC | 57 | $13.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 61 | $14.8K | 0.00% | +12+24.5% | Added |
| LOM Asset Management Ltd | 65 | $16.0K | 0.01% | +65 | New |
| Private Wealth Management Group, LLC | 67 | $16.3K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 70 | $17.0K | 0.00% | +70 | New |
| GHP Investment Advisors, Inc. | 74 | $18.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 79 | $19.2K | 0.00% | +20+33.9% | Added |
| Quarry LP | 80 | $19.4K | 0.00% | +44+122.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 81 | $19.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 83 | $20.2K | 0.00% | +83 | New |
| Hughes Financial Services, LLC | 84 | $20.3K | 0.00% | +2+2.4% | Added |
| Smartleaf Asset Management LLC | 85 | $20.5K | 0.00% | −36−29.8% | Reduced |
| Larson Financial Group LLC | 86 | $20.9K | 0.00% | +83+2,766.7% | Added |
| Global Retirement Partners, LLC | 86 | $21.0K | 0.00% | +86 | New |
| Alpine Bank Wealth Management | 94 | $22.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 95 | $23.0K | 0.00% | +3+3.3% | Added |
| Optiver Holding B.V. | 99 | $24.0K | 0.00% | −26−20.8% | Reduced |
| Group One Trading, L.P. | 100 | $24.3K | 0.00% | +100 | New |
| SBI Securities Co., Ltd. | 109 | $26.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 111 | $27.0K | 0.01% | +4+3.7% | Added |
| Harvest Fund Management Co., Ltd | 113 | $27.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 113 | $27.0K | 0.00% | +99+707.1% | Added |
| IFP Advisors, Inc | 117 | $28.4K | 0.00% | +72+160.0% | Added |
| MAI Capital Management | 119 | $28.9K | 0.00% | +100+526.3% | Added |
| Park Place Capital Corp | 119 | $29.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 120 | $29.1K | 0.00% | −8,088−98.5% | Reduced |
| Huntington National Bank | 123 | $29.9K | 0.00% | +55+80.9% | Added |
| GW&K Investment Management, LLC | 122 | $30.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 128 | $31.0K | 0.00% | −2−1.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 132 | $32.1K | 0.02% | −333−71.6% | Reduced |
| TSFG, LLC | 166 | $40.0K | 0.01% | 00.0% | Unchanged |