| FNY Investment Advisers, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $110 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 1 | $110 | 0.00% | +1 | New |
| TD Capital Management LLC | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1 | $119 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $122 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 2 | $207 | 0.00% | +2 | New |
| Salomon & Ludwin, LLC | 2 | $220 | 0.00% | −100−98.0% | Reduced |
| Oakworth Capital, Inc. | 2 | $220 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $220 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 2 | $220 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $220 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $220 | 0.00% | +2 | New |
| BFSG, LLC | 3 | $305 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $330 | 0.00% | +3 | New |
| Frazier Financial Advisors, LLC | 4 | $440 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $441 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4 | $441 | 0.00% | +4 | New |
| WR Wealth Planners, LLC | 5 | $569 | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 6 | $657 | 0.00% | +6 | New |
| West Paces Advisors Inc. | 6 | $661 | 0.00% | −1−14.3% | Reduced |
| Prestige Wealth Management Group LLC | 6 | $661 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 7 | $797 | 0.00% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 8 | $881 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 9 | $992 | 0.00% | −4−30.8% | Reduced |
| UMA Financial Services, Inc. | 9 | $992 | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | −5−71.4% | Reduced |
| TSFG, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 10 | $1.10K | 0.00% | +10 | New |
| Murphy & Mullick Capital Management Corp | 10 | $1.10K | 0.00% | +10 | New |
| Kiely Wealth Advisory Group, Inc. | 11 | $1.16K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 10 | $1.18K | 0.00% | +10 | New |
| HHM Wealth Advisors, LLC | 11 | $1.21K | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 12 | $1.24K | 0.00% | +1+9.1% | Added |
| Boyd Watterson Asset Management LLC | 12 | $1.32K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 12 | $1.32K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $1.54K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 16 | $1.76K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 18 | $1.98K | 0.00% | +18 | New |
| Fortitude Family Office, LLC | 19 | $2.09K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $2.20K | 0.00% | −16−44.4% | Reduced |
| TD Waterhouse Canada Inc. | 20 | $2.20K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 20 | $2.20K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 20 | $2.20K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 20 | $2.21K | 0.00% | +20 | New |
| Tradewinds Capital Management, LLC | 22 | $2.39K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 22 | $2.42K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 22 | $2.42K | 0.00% | +22 | New |
| Riggs Asset Managment Co. Inc. | 23 | $2.53K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 23 | $2.53K | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 23 | $2.55K | 0.00% | −2−8.0% | Reduced |
| Fortis Group Advisors, LLC | 26 | $2.86K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 26 | $2.86K | 0.00% | +13+100.0% | Added |
| Abound Wealth Management | 26 | $2.90K | 0.00% | +16+160.0% | Added |
| Main Street Group, LTD | 27 | $2.97K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 28 | $3.05K | 0.00% | −140−83.3% | Reduced |
| Skopos Labs, Inc. | 28 | $3.08K | 0.00% | +4+16.7% | Added |
| Coppell Advisory Solutions LLC | 29 | $3.19K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 29 | $3.19K | 0.00% | +29 | New |
| Heritage Wealth Advisors | 30 | $3.30K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 30 | $3.30K | 0.00% | +1+3.4% | Added |
| Vermillion & White Wealth Management Group, LLC | 31 | $3.41K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 32 | $3.54K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 33 | $3.63K | 0.00% | −38−53.5% | Reduced |
| Raffa Wealth Management, LLC | 34 | $3.74K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 35 | $3.85K | 0.00% | −40−53.3% | Reduced |
| Bruce G. Allen Investments, LLC | 35 | $3.85K | 0.00% | −1−2.8% | Reduced |
| Coston, McIsaac & Partners | 37 | $4.00K | 0.00% | −6−14.0% | Reduced |
| Community Bank, N.A. | 38 | $4.18K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 38 | $4.18K | 0.00% | −165−81.3% | Reduced |
| Montag A & Associates Inc | 40 | $4.39K | 0.00% | +1+2.6% | Added |
| Zions Bancorporation, N.A. | 40 | $4.41K | 0.00% | +9+29.0% | Added |
| ORG Partners LLC | 40 | $4.43K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 41 | $4.51K | 0.00% | +18+78.3% | Added |
| Creekmur Asset Management LLC | 42 | $4.63K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 43 | $4.74K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 47 | $5.00K | 0.00% | +47 | New |
| Stephenson National Bank & Trust | 49 | $5.40K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 50 | $5.51K | 0.00% | +50 | New |
| Glass Jacobson Investment Advisors llc | 52 | $5.73K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $5.84K | 0.00% | +7+15.2% | Added |
| Financial Avengers, Inc. | 55 | $6.04K | 0.00% | +1+1.9% | Added |
| Quest Partners LLC | 55 | $6.06K | 0.00% | −8,133−99.3% | Reduced |
| Whipplewood Advisors, LLC | 56 | $6.17K | 0.00% | +56 | New |
| Princeton Global Asset Management LLC | 59 | $6.50K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 51 | $6.51K | 0.00% | +51 | New |
| Ruedi Wealth Management, Inc. | 63 | $6.94K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 63 | $6.94K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 64 | $7.05K | 0.00% | +64 | New |
| Clark Wealth Partners | 64 | $7.05K | 0.01% | +64 | New |
| Bellwether Advisors, LLC | 70 | $7.71K | 0.00% | +70 | New |
| Bray Capital Advisors | 80 | $8.81K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 83 | $9.14K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 89 | $9.80K | 0.00% | −108−54.8% | Reduced |
| Peregrine Capital Management LLC | 90 | $9.91K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 91 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 99 | $10.9K | 0.00% | −3,669−97.4% | Reduced |
| Hemington Wealth Management | 102 | $11.0K | 0.00% | +4+4.1% | Added |
| Aventura Private Wealth, LLC | 100 | $11.0K | 0.01% | +100 | New |
| Laurel Wealth Advisors LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |