| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $166 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $167 | 0.00% | −1−50.0% | Reduced |
| SWAN Capital LLC | 1 | $204 | 0.00% | +1 | New |
| GPS Wealth Strategies Group, LLC | 2 | $332 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2 | $332 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $332 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 2 | $332 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $333 | 0.00% | −1−33.3% | Reduced |
| Quaker Wealth Management, LLC | 2 | $333 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 35 | $464 | 0.00% | +33+1,650.0% | Added |
| Hughes Financial Services, LLC | 3 | $485 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $498 | 0.00% | −1−25.0% | Reduced |
| Glen Eagle Advisors, LLC | 3 | $498 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $664 | 0.00% | +1+33.3% | Added |
| Financial Management Professionals, Inc. | 5 | $831 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $997 | 0.00% | +6 | New |
| Picton Mahoney Asset Management | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Rossby Financial, LCC | 7 | $1.14K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $1.16K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $1.33K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $1.66K | 0.00% | −51−83.6% | Reduced |
| Security National Bank | 10 | $1.66K | 0.00% | +10 | New |
| Arlington Trust Co LLC | 11 | $1.83K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $1.83K | 0.00% | +9+450.0% | Added |
| Valued Wealth Advisors LLC | 11 | $1.84K | 0.00% | +2+22.2% | Added |
| Sachetta, LLC | 12 | $1.99K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 17 | $2.00K | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $2.07K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 13 | $2.12K | 0.00% | +13 | New |
| UMA Financial Services, Inc. | 13 | $2.16K | 0.00% | +13 | New |
| 1 North Wealth Services LLC | 14 | $2.33K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 15 | $2.49K | 0.00% | +15 | New |
| Provenance Wealth Advisors, LLC | 16 | $2.66K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 17 | $2.83K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 18 | $2.95K | 0.00% | +18 | New |
| Bare Financial Services, Inc | 18 | $2.99K | 0.00% | +18 | New |
| Private Wealth Management Group, LLC | 18 | $2.99K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 18 | $2.99K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 21 | $3.49K | 0.00% | +21 | New |
| Transamerica Financial Advisors, Inc. | 22 | $3.51K | 0.00% | +22 | New |
| Bank & Trust Co | 22 | $3.65K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $3.82K | 0.00% | +4+21.1% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 23 | $3.88K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 24 | $3.99K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 25 | $4.15K | 0.00% | +25 | New |
| High Note Wealth, LLC | 26 | $4.32K | 0.00% | +26 | New |
| Ritter Daniher Financial Advisory LLC | 28 | $4.65K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $4.99K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 31 | $5.59K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 50 | $5.82K | 0.00% | +50 | New |
| Atlantic Trust, LLC | 37 | $6.15K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 43 | $7.14K | 0.00% | −137−76.1% | Reduced |
| CIBC Private Wealth Group, LLC | 44 | $7.31K | 0.00% | −53−54.6% | Reduced |
| JFS Wealth Advisors, LLC | 44 | $7.31K | 0.00% | −1−2.2% | Reduced |
| Key Financial Inc | 47 | $7.65K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 50 | $8.31K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 56 | $9.30K | 0.00% | +2+3.7% | Added |
| SBI Securities Co., Ltd. | 57 | $9.47K | 0.00% | −4−6.6% | Reduced |
| Islay Capital Management, LLC | 63 | $10.5K | 0.01% | +13+26.0% | Added |
| Abound Wealth Management | 78 | $13.0K | 0.00% | +78 | New |
| Bank of Jackson Hole Trust | 91 | $15.1K | 0.01% | +91 | New |
| Binnacle Investments Inc | 98 | $16.3K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 100 | $16.6K | 0.00% | −1−1.0% | Reduced |
| Anchor Investment Management, LLC | 100 | $16.6K | 0.00% | +50+100.0% | Added |
| Beaird Harris Wealth Management, LLC | 100 | $16.6K | 0.00% | +94+1,566.7% | Added |
| Toronto Dominion Bank | 100 | $17.0K | 0.00% | +100 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 104 | $17.3K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 108 | $17.9K | 0.00% | +108 | New |
| TD Private Client Wealth LLC | 112 | $18.6K | 0.00% | −477−81.0% | Reduced |
| Quent Capital, LLC | 112 | $18.6K | 0.00% | +112 | New |
| Boreal Capital Management LLC | 115 | $19.1K | 0.02% | +115 | New |
| Covestor Ltd | 127 | $21.0K | 0.01% | −5−3.8% | Reduced |
| Rise Advisors, LLC | 128 | $21.2K | 0.01% | +1+0.8% | Added |
| Optiver Holding B.V. | 131 | $21.8K | 0.00% | −86−39.6% | Reduced |
| Hemington Wealth Management | 143 | $23.0K | 0.00% | −16−10.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 143 | $23.8K | 0.00% | +70+95.9% | Added |
| Private Trust Co NA | 149 | $24.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $24.9K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 166 | $27.6K | 0.00% | −993−85.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 167 | $27.7K | 0.00% | +1+0.6% | Added |
| Bartlett & Co. Wealth Management LLC | 180 | $29.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 185 | $30.7K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 196 | $32.6K | 0.01% | +196 | New |
| CVA Family Office, LLC | 203 | $33.7K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 214 | $35.6K | 0.00% | +214 | New |
| Nomura Asset Management Co Ltd | 220 | $36.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 255 | $42.4K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 281 | $46.6K | 0.00% | −2−0.7% | Reduced |
| Salomon & Ludwin, LLC | 299 | $49.8K | 0.00% | +81+37.2% | Added |
| LRI Investments, LLC | 300 | $49.8K | 0.00% | +150+100.0% | Added |
| Bogart Wealth, LLC | 306 | $50.8K | 0.00% | +3+1.0% | Added |
| Park Place Capital Corp | 312 | $51.8K | 0.01% | −58−15.7% | Reduced |
| Massmutual Trust Co FSB | 313 | $52.0K | 0.00% | −19−5.7% | Reduced |
| Wealthspire Advisors, LLC | 323 | $53.7K | 0.00% | +323 | New |
| AdvisorShares Investments LLC | 335 | $55.7K | 0.01% | −600−64.2% | Reduced |
| Simplex Trading, LLC | 341 | $56.0K | 0.00% | −3,815−91.8% | Reduced |
| Independence Bank of Kentucky | 355 | $59.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 355 | $59.0K | 0.00% | +178+100.6% | Added |