| Ogorek Anthony Joseph | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $5 | 0.00% | 0 | Unchanged |
| 1015 Capital Partners, LLC | 1 | $297 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $297 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $298 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $298 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1 | $298 | 0.00% | +1 | New |
| North Star Investment Management Corp. | 2 | $594 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2 | $594 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $594 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 2 | $594 | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 2 | $594 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $594 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $595 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $595 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $892 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $892 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $892 | 0.00% | +3 | New |
| Torren Management, LLC | 3 | $896 | 0.00% | −8−72.7% | Reduced |
| Signature Equity Partners, LLC | 3 | $903 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 3 | $908 | 0.00% | +3 | New |
| Westside Investment Management, Inc. | 4 | $1.19K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $1.19K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $1.19K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 5 | $1.49K | 0.00% | +5 | New |
| Wall Street Financial Group, Inc. | 5 | $1.49K | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $1.77K | 0.00% | +4+400.0% | Added |
| MidFirst Bank | 6 | $1.78K | 0.00% | +6 | New |
| South State Corp. | 7 | $2.08K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $2.08K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7 | $2.08K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7 | $2.08K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $2.38K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 8 | $2.38K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 8 | $2.38K | 0.00% | +8 | New |
| Cromwell Holdings LLC | 9 | $2.67K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $2.68K | 0.00% | +9 | New |
| Operose Advisors LLC | 10 | $2.97K | 0.00% | +10 | New |
| Kilter Group LLC | 10 | $2.97K | 0.00% | +1+11.1% | Added |
| First PREMIER Bank | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 11 | $3.16K | 0.00% | −1−8.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 11 | $3.27K | 0.00% | +3+37.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $3.27K | 0.00% | −17−60.7% | Reduced |
| Montag A & Associates Inc | 12 | $3.44K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12 | $3.57K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $3.57K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 12 | $3.57K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 13 | $3.86K | 0.00% | −3−18.8% | Reduced |
| Marquette Asset Management, LLC | 13 | $3.86K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 13 | $3.86K | 0.00% | +10+333.3% | Added |
| Avion Wealth | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 14 | $4.16K | 0.00% | −162−92.0% | Reduced |
| Red Tortoise LLC | 15 | $4.46K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 15 | $4.46K | 0.00% | −5−25.0% | Reduced |
| Kemnay Advisory Services Inc. | 17 | $5.05K | 0.00% | +17 | New |
| High Note Wealth, LLC | 18 | $5.35K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $5.65K | 0.00% | +13+216.7% | Added |
| Bare Financial Services, Inc | 20 | $5.95K | 0.00% | +1+5.3% | Added |
| Atlantic Trust, LLC | 20 | $5.95K | 0.00% | +3+17.6% | Added |
| Rialto Wealth Management, LLC | 20 | $5.95K | 0.00% | +8+66.7% | Added |
| Colonial Trust Advisors | 20 | $5.95K | 0.00% | +20 | New |
| Salomon & Ludwin, LLC | 21 | $6.31K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 21 | $6.39K | 0.00% | +3+16.7% | Added |
| SJS Investment Consulting Inc. | 22 | $6.54K | 0.00% | +3+15.8% | Added |
| Chilton Capital Management LLC | 23 | $6.84K | 0.00% | +23 | New |
| Ancora Advisors, LLC | 24 | $7.13K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 24 | $7.13K | 0.00% | +24 | New |
| Highline Wealth Partners LLC | 25 | $7.43K | 0.00% | +25 | New |
| Transamerica Financial Advisors, Inc. | 28 | $8.33K | 0.00% | +5+21.7% | Added |
| Cornerstone Planning Group LLC | 30 | $8.76K | 0.00% | +2+7.1% | Added |
| Bell Investment Advisors, Inc | 31 | $9.21K | 0.00% | −1−3.1% | Reduced |
| FWL Investment Management, LLC | 32 | $9.51K | 0.00% | +32 | New |
| Prestige Wealth Management Group LLC | 33 | $9.81K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 33 | $9.81K | 0.00% | +5+17.9% | Added |
| Capital Analysts, LLC | 33 | $10.0K | 0.00% | −18−35.3% | Reduced |
| CX Institutional | 35 | $10.0K | 0.00% | +35 | New |
| Whipplewood Advisors, LLC | 35 | $10.4K | 0.01% | +35 | New |
| WPG Advisers, LLC | 36 | $10.7K | 0.01% | −5−12.2% | Reduced |
| Pinnacle Bancorp, Inc. | 36 | $10.7K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 38 | $11.2K | 0.01% | +38 | New |
| UMA Financial Services, Inc. | 39 | $11.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 41 | $12.2K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 46 | $13.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 47 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 48 | $14.3K | 1.85% | −2,053−97.7% | Reduced |
| Creative Financial Designs Inc | 49 | $14.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $14.9K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 50 | $14.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $15.5K | 0.00% | −1−1.9% | Reduced |
| WealthCollab, LLC | 53 | $15.8K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 54 | $16.1K | 0.00% | +8+17.4% | Added |
| RWM Asset Management, LLC | 55 | $16.3K | 0.00% | +55 | New |
| Huntington National Bank | 57 | $16.9K | 0.00% | −45−44.1% | Reduced |
| Global Trust Asset Management, LLC | 57 | $16.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 60 | $17.8K | 0.00% | −4−6.3% | Reduced |
| Grove Bank & Trust | 61 | $18.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 62 | $18.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 63 | $18.7K | 0.00% | +10+18.9% | Added |
| Versant Capital Management, Inc | 65 | $19.3K | 0.00% | −12−15.6% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 66 | $19.6K | 0.00% | 00.0% | Unchanged |