| Ogorek Anthony Joseph | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 0 | $5 | 0.00% | 0 | Unchanged |
| Darwin Advisors, LLC | 0 | $101 | 0.00% | 0 | New |
| TFC Financial Management | 1 | $317 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1 | $317 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $317 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $317 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 1 | $317 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $317 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $317 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $317 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 2 | $634 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2 | $634 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $634 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $634 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $951 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $951 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $951 | 0.00% | +1+50.0% | Added |
| Planning Strategies Inc. | 3 | $951 | 0.00% | +3 | New |
| Signature Equity Partners, LLC | 3 | $964 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 4 | $1.27K | 0.00% | −50−92.6% | Reduced |
| North Star Investment Management Corp. | 4 | $1.27K | 0.00% | +2+100.0% | Added |
| Cornerstone Financial Management LLC | 4 | $1.27K | 0.00% | +2+100.0% | Added |
| Oakmont Advisory Group, LLC | 4 | $1.27K | 0.00% | +4 | New |
| Whipplewood Advisors, LLC | 5 | $1.58K | 0.00% | −30−85.7% | Reduced |
| Bogart Wealth, LLC | 5 | $1.58K | 0.00% | +1+25.0% | Added |
| Dunhill Financial, LLC | 5 | $1.89K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 6 | $1.90K | 0.00% | +6 | New |
| Winthrop Capital Management, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Hollencrest Capital Management | 7 | $2.22K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 7 | $2.22K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $2.22K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 7 | $2.26K | 0.00% | +7 | New |
| Brown, Lisle/Cummings, Inc. | 8 | $2.54K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 8 | $2.54K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $2.85K | 0.00% | +5+125.0% | Added |
| Sachetta, LLC | 10 | $3.17K | 0.00% | −9−47.4% | Reduced |
| Colonial Trust Co | 11 | $3.37K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 12 | $3.80K | 0.00% | −8−40.0% | Reduced |
| GWM Advisors LLC | 12 | $3.80K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $3.80K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 12 | $3.80K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $3.80K | 0.00% | +1+9.1% | Added |
| Ameritas Advisory Services, LLC | 12 | $3.80K | 0.00% | +12 | New |
| Zions Bancorporation, National Association | 13 | $4.12K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 13 | $4.12K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 13 | $4.12K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 13 | $4.12K | 0.00% | +4+44.4% | Added |
| Cromwell Holdings LLC | 13 | $4.12K | 0.00% | +4+44.4% | Added |
| True Wealth Design, LLC | 14 | $4.44K | 0.00% | +6+75.0% | Added |
| Torren Management, LLC | 14 | $4.44K | 0.00% | +11+366.7% | Added |
| S&T Bank | 15 | $4.75K | 0.00% | +15 | New |
| Wall Street Access Asset Management, LLC | 15 | $4.75K | 0.00% | +15 | New |
| Creative Capital Management Investments LLC | 15 | $4.75K | 0.00% | +15 | New |
| United Financial Planning Group LLC | 15 | $4.75K | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 16 | $5.12K | 0.00% | −14−46.7% | Reduced |
| Hurley Capital, LLC | 17 | $5.39K | 0.00% | +17 | New |
| Atlantic Trust, LLC | 17 | $5.39K | 0.00% | −3−15.0% | Reduced |
| Montag A & Associates Inc | 17 | $5.51K | 0.00% | +5+41.7% | Added |
| High Note Wealth, LLC | 18 | $5.70K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $6.00K | 0.00% | +5+35.7% | Added |
| Ameriflex Group, Inc. | 19 | $6.02K | 0.00% | +19 | New |
| Colonial Trust Advisors | 20 | $6.34K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 20 | $6.34K | 0.00% | −8−28.6% | Reduced |
| Salomon & Ludwin, LLC | 21 | $6.65K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $6.66K | 0.00% | +11+110.0% | Added |
| Retirement Wealth Solutions LLC | 22 | $6.82K | 0.00% | +1+4.8% | Added |
| Clearstead Advisors, LLC | 23 | $7.29K | 0.00% | +9+64.3% | Added |
| Cedar Mountain Advisors, LLC | 24 | $7.61K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 25 | $7.92K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 25 | $7.92K | 0.00% | +5+25.0% | Added |
| Cape Investment Advisory, Inc. | 27 | $8.56K | 0.00% | +27 | New |
| Silver Grove Financial Group, Inc. | 28 | $8.87K | 0.00% | +28 | New |
| Prestige Wealth Management Group LLC | 29 | $9.19K | 0.00% | −4−12.1% | Reduced |
| Capital Analysts, LLC | 33 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 33 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $10.5K | 0.00% | +2+6.5% | Added |
| Pinnacle Bancorp, Inc. | 36 | $11.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 37 | $11.7K | 0.00% | −4−9.8% | Reduced |
| Quarry LP | 37 | $11.7K | 0.00% | +37 | New |
| Ares Financial Consulting, LLC | 38 | $12.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 40 | $12.7K | 0.00% | +18+81.8% | Added |
| CX Institutional | 42 | $13.0K | 0.00% | +7+20.0% | Added |
| UMA Financial Services, Inc. | 44 | $13.9K | 0.00% | +5+12.8% | Added |
| Action Point Financial Planning, LLC | 49 | $14.3K | 0.00% | +49 | New |
| Simplex Trading, LLC | 46 | $14.6K | 0.00% | −48−51.1% | Reduced |
| Central Trust Co | 47 | $14.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 49 | $15.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $15.8K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 50 | $15.8K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 53 | $16.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $16.8K | 0.00% | +1+1.9% | Added |
| Global Trust Asset Management, LLC | 57 | $18.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 57 | $18.1K | 0.00% | −3−5.0% | Reduced |
| Ronald Blue Trust, Inc. | 60 | $19.0K | 0.00% | −11−15.5% | Reduced |
| Grove Bank & Trust | 61 | $19.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 62 | $19.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 66 | $20.9K | 0.00% | +9+15.8% | Added |