| Ogorek Anthony Joseph | 1 | $1.00K | 0.00% | −8−88.9% | Reduced |
| Atlas Capital Advisors LLC | 1 | $1.16K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 1 | $1.16K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1 | $1.16K | 0.00% | −29,046−100.0% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 1 | $1.16K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1 | $1.16K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1 | $1.16K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 1 | $1.16K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $1.16K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1 | $1.16K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $1.16K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $1.16K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1 | $1.16K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 1 | $1.16K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $1.16K | 0.00% | +1 | New |
| Addison Advisors LLC | 1 | $1.16K | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $1.16K | 0.00% | +1 | New |
| Napier Financial, LLC | 1 | $1.16K | 0.00% | +1 | New |
| Basepoint Wealth LLC | 1 | $1.24K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $1.57K | 0.00% | −9−90.0% | Reduced |
| Capital Analysts, LLC | 2 | $2.00K | 0.00% | +2 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $2.32K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2 | $2.32K | 0.00% | −47−95.9% | Reduced |
| Highline Wealth Partners LLC | 2 | $2.32K | 0.00% | −7−77.8% | Reduced |
| Marquette Asset Management, LLC | 2 | $2.32K | 0.00% | −4−66.7% | Reduced |
| First United Bank Trust | 2 | $2.32K | 0.00% | −3−60.0% | Reduced |
| High Note Wealth, LLC | 2 | $2.32K | 0.00% | −1−33.3% | Reduced |
| Country Trust Bank | 2 | $2.32K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2 | $2.32K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $2.32K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $2.32K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 2 | $2.32K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 2 | $2.32K | 0.00% | 00.0% | Unchanged |
| Bayban | 2 | $2.32K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2 | $2.32K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $2.32K | 0.00% | +1+100.0% | Added |
| Washington Trust Advisors, Inc. | 2 | $2.32K | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 2 | $2.32K | 0.00% | +2 | New |
| Capital & Planning, LLC | 2 | $2.32K | 0.00% | +2 | New |
| Portus Wealth Advisors, LLC | 2 | $2.32K | 0.00% | +2 | New |
| Purpose Unlimited Inc. | 2 | $2.32K | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $3.48K | 0.00% | −3−50.0% | Reduced |
| Bare Financial Services, Inc | 3 | $3.48K | 0.00% | −2−40.0% | Reduced |
| Creative Financial Designs Inc | 3 | $3.48K | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $3.48K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 3 | $3.48K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $3.48K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 3 | $3.48K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $3.48K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3 | $3.48K | 0.00% | +3 | New |
| Clear Investment Research, LLC | 3 | $3.48K | 0.01% | +3 | New |
| Signature Equity Partners, LLC | 3 | $3.77K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $4.63K | 0.00% | −16−80.0% | Reduced |
| UMA Financial Services, Inc. | 4 | $4.64K | 0.00% | −11−73.3% | Reduced |
| Kilter Group LLC | 4 | $4.64K | 0.00% | −2−33.3% | Reduced |
| Legacy Wealth Managment, LLC | 4 | $4.64K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4 | $4.64K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 4 | $4.64K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $4.64K | 0.00% | +1+33.3% | Added |
| Clark Wealth Partners | 4 | $4.64K | 0.00% | +1+33.3% | Added |
| Vermillion Wealth Management, Inc. | 4 | $4.64K | 0.00% | +4 | New |
| Westfuller Advisors, LLC | 4 | $4.64K | 0.00% | +4 | New |
| Beaird Harris Wealth Management, LLC | 5 | $5.42K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $5.79K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 5 | $5.79K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 5 | $5.79K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 5 | $5.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 5 | $5.79K | 0.00% | +1+25.0% | Added |
| First Pacific Financial | 5 | $5.79K | 0.00% | +5 | New |
| Salomon & Ludwin, LLC | 5 | $5.83K | 0.00% | −3−37.5% | Reduced |
| Westside Investment Management, Inc. | 5 | $5.83K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6 | $6.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 6 | $6.95K | 0.00% | −44−88.0% | Reduced |
| SJS Investment Consulting Inc. | 6 | $6.95K | 0.00% | −2−25.0% | Reduced |
| Wall Street Access Asset Management, LLC | 6 | $6.95K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6 | $6.95K | 0.00% | +2+50.0% | Added |
| Avion Wealth | 7 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 7 | $8.05K | 0.00% | +3+75.0% | Added |
| Clayton Financial Group LLC | 7 | $8.11K | 0.00% | −6−46.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $8.11K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 7 | $8.11K | 0.00% | +2+40.0% | Added |
| Capital Advisors, Ltd. LLC | 8 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $9.27K | 0.00% | −6−42.9% | Reduced |
| Carolina Wealth Advisors, LLC | 8 | $9.27K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $9.27K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 8 | $9.27K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 8 | $9.27K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 8 | $9.27K | 0.01% | +3+60.0% | Added |
| Cedar Mountain Advisors, LLC | 8 | $9.27K | 0.00% | +7+700.0% | Added |
| Clear Street Markets LLC | 9 | $10.4K | 0.01% | −75−89.3% | Reduced |
| Indiana Trust & Investment Management CO | 9 | $10.4K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 9 | $10.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $10.4K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 9 | $10.4K | 0.00% | 00.0% | Unchanged |
| Whi Trust Co LLC | 9 | $10.4K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 9 | $10.4K | 0.00% | +6+200.0% | Added |
| CNB Bank | 9 | $10.4K | 0.00% | +9 | New |
| Abound Wealth Management | 9 | $10.9K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 10 | $11.6K | 0.07% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 10 | $11.6K | 0.01% | 00.0% | Unchanged |