| Ogorek Anthony Joseph | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $4 | 0.00% | −1−100.0% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $254 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $254 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1 | $254 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $254 | 0.00% | +1 | New |
| Legacy Wealth Managment, LLC | 2 | $508 | 0.00% | −5−71.4% | Reduced |
| MV Capital Management, Inc. | 2 | $508 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2 | $508 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $508 | 0.00% | +1+100.0% | Added |
| Turning Point Benefit Group, Inc. | 2 | $512 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $762 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $1.02K | 0.00% | +1+33.3% | Added |
| Bogart Wealth, LLC | 4 | $1.02K | 0.00% | +2+100.0% | Added |
| SJS Investment Consulting Inc. | 5 | $1.27K | 0.00% | −1−16.7% | Reduced |
| Kilter Group LLC | 5 | $1.27K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $1.27K | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $1.27K | 0.00% | +2+66.7% | Added |
| Guerra Advisors Inc | 5 | $1.27K | 0.00% | +5 | New |
| Sachetta, LLC | 6 | $1.52K | 0.00% | −7−53.8% | Reduced |
| Hollencrest Capital Management | 7 | $1.78K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7 | $1.78K | 0.00% | +7 | New |
| First PREMIER Bank | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 8 | $2.03K | 0.00% | −124−93.9% | Reduced |
| Manchester Capital Management LLC | 9 | $2.29K | 0.00% | +2+28.6% | Added |
| True Wealth Design, LLC | 9 | $2.29K | 0.00% | +7+350.0% | Added |
| Cromwell Holdings LLC | 9 | $2.29K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 85 | $2.34K | 0.00% | +58+214.8% | Added |
| Horizon Investments, LLC | 10 | $2.54K | 0.00% | +10 | New |
| Montag A & Associates Inc | 10 | $2.54K | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 11 | $2.79K | 0.00% | −1−8.3% | Reduced |
| Rialto Wealth Management, LLC | 11 | $2.79K | 0.00% | +1+10.0% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $2.92K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 12 | $2.99K | 0.00% | −1−7.7% | Reduced |
| Cloud Capital Management, LLC | 12 | $3.00K | 0.00% | +12 | New |
| GWM Advisors LLC | 12 | $3.05K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 12 | $3.05K | 0.00% | +8+200.0% | Added |
| Millstone Evans Group, LLC | 12 | $3.05K | 0.00% | +12 | New |
| Atlantic Trust, LLC | 13 | $3.30K | 0.00% | −21−61.8% | Reduced |
| South State Corp. | 13 | $3.30K | 0.00% | −13−50.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 14 | $3.56K | 0.00% | +14 | New |
| Red Tortoise LLC | 15 | $3.81K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 17 | $4.43K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 18 | $4.57K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 18 | $4.57K | 0.00% | +3+20.0% | Added |
| Innovative Advisory Group, LLC | 19 | $4.83K | 0.00% | +4+26.7% | Added |
| TD Waterhouse Canada Inc. | 21 | $5.39K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 21 | $5.45K | 0.00% | +21 | New |
| WealthCollab, LLC | 22 | $5.59K | 0.00% | −14−38.9% | Reduced |
| Binnacle Investments Inc | 28 | $7.11K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 28 | $7.11K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 28 | $7.11K | 0.00% | +10+55.6% | Added |
| MAI Capital Management | 30 | $7.62K | 0.00% | −89−74.8% | Reduced |
| Bell Investment Advisors, Inc | 30 | $7.62K | 0.00% | −7−18.9% | Reduced |
| Prestige Wealth Management Group LLC | 33 | $8.38K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 36 | $9.14K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 38 | $9.65K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 40 | $10.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 41 | $10.4K | 0.00% | −45−52.3% | Reduced |
| Farmers & Merchants Investments Inc | 41 | $10.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 46 | $11.7K | 0.00% | −224−83.0% | Reduced |
| Essential Partners LLC | 46 | $11.7K | 0.00% | +42+1,050.0% | Added |
| Central Trust Co | 47 | $11.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 49 | $12.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $12.7K | 0.01% | +5+11.1% | Added |
| Capital Analysts, LLC | 51 | $13.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 54 | $13.7K | 0.00% | −45−45.5% | Reduced |
| Global Trust Asset Management, LLC | 57 | $14.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 59 | $15.0K | 0.00% | −2−3.3% | Reduced |
| Private Wealth Management Group, LLC | 67 | $17.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 74 | $18.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 75 | $19.0K | 0.00% | +5+7.1% | Added |
| Global Retirement Partners, LLC | 75 | $19.1K | 0.00% | −11−12.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 81 | $20.6K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 86 | $23.0K | 0.00% | +2+2.4% | Added |
| Huntington National Bank | 93 | $23.6K | 0.00% | −30−24.4% | Reduced |
| Alpine Bank Wealth Management | 94 | $23.9K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 96 | $24.0K | 0.00% | +1+1.1% | Added |
| SBI Securities Co., Ltd. | 110 | $27.9K | 0.00% | +1+0.9% | Added |
| Financial Consulate, Inc | 113 | $28.7K | 0.00% | +113 | New |
| Harvest Fund Management Co., Ltd | 113 | $29.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 115 | $29.2K | 0.01% | +4+3.6% | Added |
| Park Place Capital Corp | 119 | $30.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 122 | $31.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 128 | $33.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 131 | $33.3K | 0.00% | +79+151.9% | Added |
| Quarry LP | 132 | $33.5K | 0.01% | +52+65.0% | Added |
| CIBC Private Wealth Group, LLC | 134 | $34.0K | 0.00% | +94+235.0% | Added |
| Root Financial Partners, LLC | 143 | $36.3K | 0.00% | +143 | New |
| TSFG, LLC | 166 | $42.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 191 | $48.5K | 0.00% | +5+2.7% | Added |
| Ci Investments Inc. | 198 | $50.0K | 0.00% | +21+11.9% | Added |
| Bruce G. Allen Investments, LLC | 200 | $50.8K | 0.04% | −4−2.0% | Reduced |
| Allworth Financial LP | 203 | $51.5K | 0.00% | +124+157.0% | Added |
| Mather Group, LLC. | 205 | $52.1K | 0.00% | +205 | New |
| Wealthspire Advisors, LLC | 216 | $54.8K | 0.00% | +216 | New |
| Smartleaf Asset Management LLC | 248 | $62.1K | 0.00% | +163+191.8% | Added |
| Sarver Vrooman Wealth Advisors | 246 | $62.5K | 0.04% | 00.0% | Unchanged |
