| TD Waterhouse Canada Inc. | 2,484 | $11.8K | 0.00% | +1,350+119.0% | Added |
| BankPlus Trust Department | 2,647 | $11.8K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,600 | $11.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2,171 | $9.64K | 0.00% | +1,538+243.0% | Added |
| Whittier Trust Co | 2,000 | $9.50K | 0.00% | −317−13.7% | Reduced |
| Avion Wealth | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 1,677 | $7.45K | 0.00% | +1,677 | New |
| Marquette Asset Management, LLC | 1,646 | $7.31K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 1,500 | $6.66K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,488 | $6.61K | 0.00% | −70−4.5% | Reduced |
| Lazard Asset Management LLC | 1,303 | $5.79K | 0.00% | +652+100.2% | Added |
| Bell Investment Advisors, Inc | 1,132 | $5.03K | 0.00% | −1,335−54.1% | Reduced |
| Ameritas Advisory Services, LLC | 1,132 | $5.03K | 0.00% | +1,132 | New |
| Vision Retirement, LLC | 1,125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,092 | $4.85K | 0.00% | −479−30.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,057 | $4.69K | 0.00% | +1,057 | New |
| IFG Advisory, LLC | 1,021 | $4.53K | 0.00% | +1,021 | New |
| LRI Investments, LLC | 1,000 | $4.44K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 957 | $4.25K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 930 | $4.13K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 814 | $4.00K | 0.00% | +314+62.8% | Added |
| Geneos Wealth Management Inc. | 804 | $3.57K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 791 | $3.51K | 0.00% | +157+24.8% | Added |
| Salem Investment Counselors Inc | 750 | $3.33K | 0.00% | −6,770−90.0% | Reduced |
| Highline Wealth Partners LLC | 750 | $3.33K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 702 | $3.12K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 682 | $3.03K | 0.00% | +449+192.7% | Added |
| Quarry LP | 568 | $2.52K | 0.00% | +568 | New |
| Center for Financial Planning, Inc. | 560 | $2.49K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 500 | $2.22K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 500 | $2.22K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 500 | $2.22K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 482 | $2.14K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 480 | $2.13K | 0.00% | +480 | New |
| Creative Capital Management Investments LLC | 424 | $1.88K | 0.00% | +35+9.0% | Added |
| SJS Investment Consulting Inc. | 371 | $1.65K | 0.00% | +318+600.0% | Added |
| Spire Wealth Management | 370 | $1.64K | 0.00% | −964−72.3% | Reduced |
| Crewe Advisors LLC | 350 | $1.55K | 0.00% | −500−58.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 300 | $1.33K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 300 | $1.33K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 261 | $1.16K | 0.00% | −1,239−82.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 255 | $1.13K | 0.00% | +255 | New |
| Ameriflex Group, Inc. | 230 | $1.02K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 209 | $928 | 0.04% | −28−11.8% | Reduced |
| Bullock Wealth Management Group | 194 | $922 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 200 | $888 | 0.00% | −61−23.4% | Reduced |
| Central Trust Co | 200 | $888 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 200 | $888 | 0.00% | 00.0% | Unchanged |
| Guardian Partners Inc. | 200 | $888 | 0.00% | +200 | New |
| Quent Capital, LLC | 198 | $879 | 0.00% | −552−73.6% | Reduced |
| Rialto Wealth Management, LLC | 197 | $875 | 0.00% | +197 | New |
| RMG Wealth Management LLC | 150 | $780 | 0.00% | +150 | New |
| Cassaday & Co Wealth Management LLC | 169 | $751 | 0.00% | −182−51.9% | Reduced |
| CoreCap Advisors, LLC | 153 | $679 | 0.00% | +8+5.5% | Added |
| Vermillion Wealth Management, Inc. | 150 | $666 | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 150 | $666 | 0.00% | +150 | New |
| MCF Advisors LLC | 145 | $644 | 0.00% | −700−82.8% | Reduced |
| South State Corp. | 130 | $578 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 130 | $577 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 125 | $555 | 0.00% | −197−61.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 125 | $555 | 0.00% | +122+4,066.7% | Added |
| Boreal Capital Management LLC | 120 | $533 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 117 | $519 | 0.00% | +44+60.3% | Added |
| DT Investment Partners, LLC | 100 | $444 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 100 | $444 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $444 | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 100 | $444 | 0.00% | 00.0% | Unchanged |
| First National Bank | 100 | $444 | 0.00% | +100 | New |
| Barrett & Company, Inc. | 100 | $444 | 0.00% | +100 | New |
| Cape Investment Advisory, Inc. | 100 | $444 | 0.00% | +100 | New |
| Redwood Park Advisors LLC | 100 | $444 | 0.00% | +100 | New |
| Burk Holdings LLC | 100 | $444 | 0.00% | +100 | New |
| LifeSteps Financial, Inc. | 93 | $413 | 0.00% | +93 | New |
| UMA Financial Services, Inc. | 89 | $396 | 0.00% | −9−9.2% | Reduced |
| Signature Equity Partners, LLC | 89 | $395 | 0.00% | +54+154.3% | Added |
| MV Capital Management, Inc. | 82 | $365 | 0.00% | −137−62.6% | Reduced |
| Rossby Financial, LCC | 81 | $360 | 0.00% | +35+76.1% | Added |
| Wolff Wiese Magana LLC | 78 | $347 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 75 | $333 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 74 | $329 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 73 | $324 | 0.00% | +73 | New |
| Wilkerson Advisory Group LLC | 66 | $293 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 55 | $244 | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 50 | $238 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 50 | $230 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $222 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 50 | $222 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 50 | $222 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 49 | $218 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 45 | $201 | 0.00% | +45 | New |
| Quaker Wealth Management, LLC | 45 | $200 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 43 | $190 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 41 | $183 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 40 | $178 | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 35 | $155 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 33 | $147 | 0.00% | +33 | New |
| Halbert Hargrove Global Advisors, LLC | 32 | $142 | 0.00% | +32 | New |
| Sunrise Financial Services, LLC | 30 | $133 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 27 | $120 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 26 | $115 | 0.00% | 00.0% | Unchanged |