| Ogorek Anthony Joseph | 1 | $0 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $564 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $565 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1 | $581 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $581 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $581 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $581 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 1 | $581 | 0.00% | +1 | New |
| Redwood Park Advisors LLC | 1 | $582 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $582 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $582 | 0.00% | +1 | New |
| Valley National Advisers Inc | 2 | $1.00K | 0.00% | +2 | New |
| USA Financial Portformulas Corp | 2 | $1.16K | 0.00% | −1,860−99.9% | Reduced |
| HHM Wealth Advisors, LLC | 2 | $1.16K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $1.16K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $1.16K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2 | $1.16K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.16K | 0.00% | +1+100.0% | Added |
| Greenline Partners, LLC | 2 | $1.16K | 0.00% | +2 | New |
| First Command Advisory Services, Inc. | 2 | $1.16K | 0.00% | +2 | New |
| Kestra Investment Management, LLC | 2 | $1.16K | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 2 | $1.16K | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $1.16K | 0.00% | +2 | New |
| PEAK6 LLC | 3 | $1.67K | 0.00% | +3 | New |
| Aventura Private Wealth, LLC | 3 | $1.74K | 0.00% | +2+200.0% | Added |
| Accent Capital Management, LLC | 3 | $1.74K | 0.00% | +3 | New |
| UMA Financial Services, Inc. | 3 | $1.75K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $2.33K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $2.33K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 4 | $2.33K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $2.33K | 0.00% | +3+300.0% | Added |
| Activest Wealth Management | 4 | $2.33K | 0.00% | +4 | New |
| ROSS\JOHNSON & Associates LLC | 4 | $2.33K | 0.04% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $2.33K | 0.00% | +1+33.3% | Added |
| Hughes Financial Services, LLC | 4 | $2.34K | 0.00% | +4 | New |
| Leonteq Securities AG | 5 | $2.90K | 0.00% | +5 | New |
| Bellevue Asset Management, LLC | 5 | $2.91K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $2.91K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 5 | $2.91K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5 | $2.91K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 6 | $3.49K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 6 | $3.49K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $3.49K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7 | $4.07K | 0.00% | −1−12.5% | Reduced |
| Abound Wealth Management | 7 | $4.07K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 7 | $4.07K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $4.07K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $4.07K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 7 | $4.07K | 0.00% | +1+16.7% | Added |
| United Community Bank | 7 | $4.07K | 0.00% | +7 | New |
| Continuum Advisory, LLC | 8 | $4.65K | 0.00% | −24−75.0% | Reduced |
| Greykasell Wealth Strategies, Inc. | 9 | $5.23K | 0.00% | +9 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $5.81K | 0.00% | +10 | New |
| Asset Dedication, LLC | 10 | $5.81K | 0.00% | −34−77.3% | Reduced |
| Carolina Wealth Advisors, LLC | 10 | $5.81K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $5.81K | 0.00% | +7+233.3% | Added |
| Hantz Financial Services, Inc. | 11 | $6.00K | 0.00% | +11 | New |
| Financial Management Professionals, Inc. | 11 | $6.39K | 0.00% | −3−21.4% | Reduced |
| Centricity Wealth Management, LLC | 11 | $6.39K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 11 | $6.39K | 0.00% | +6+120.0% | Added |
| Prestige Wealth Management Group LLC | 11 | $6.40K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 12 | $6.98K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $6.98K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 13 | $7.56K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 13 | $7.56K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 13 | $7.56K | 0.00% | +13 | New |
| N.E.W. Advisory Services LLC | 13 | $7.56K | 0.00% | +13 | New |
| Accredited Wealth Management, LLC | 14 | $8.14K | 0.01% | +14 | New |
| JFS Wealth Advisors, LLC | 15 | $8.72K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 16 | $9.30K | 0.00% | +14+700.0% | Added |
| Saudi Central Bank | 17 | $9.88K | 0.05% | +17 | New |
| Binnacle Investments Inc | 18 | $10.5K | 0.01% | +18 | New |
| Valued Wealth Advisors LLC | 20 | $11.6K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 71 | $11.6K | 0.01% | +51+255.0% | Added |
| CoreCap Advisors, LLC | 21 | $12.2K | 0.00% | +2+10.5% | Added |
| Brown Brothers Harriman & Co | 22 | $12.8K | 0.00% | −34−60.7% | Reduced |
| Johnson Financial Group, Inc. | 22 | $12.8K | 0.00% | +2+10.0% | Added |
| South State Corp. | 22 | $12.8K | 0.00% | +22 | New |
| Bogart Wealth, LLC | 23 | $13.4K | 0.00% | +14+155.6% | Added |
| Financial Network Wealth Advisors LLC | 24 | $14.0K | 0.02% | +2+9.1% | Added |
| West Branch Capital LLC | 24 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 27 | $15.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 28 | $16.3K | 0.01% | −2−6.7% | Reduced |
| Farmers & Merchants Investments Inc | 28 | $16.3K | 0.00% | 00.0% | Unchanged |
| Bares Capital Management, Inc. | 28 | $16.3K | 0.00% | +28 | New |
| Bell Investment Advisors, Inc | 29 | $16.9K | 0.00% | +2+7.4% | Added |
| North Star Investment Management Corp. | 30 | $17.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $17.4K | 0.00% | +2+7.1% | Added |
| Beacon Capital Management, LLC | 33 | $19.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 34 | $19.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 34 | $20.0K | 0.01% | +1+3.0% | Added |
| Whittier Trust Co of Nevada Inc | 40 | $23.3K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 41 | $23.6K | 0.01% | +31+310.0% | Added |
| Retirement Wealth Solutions LLC | 44 | $25.6K | 0.02% | +44 | New |
| Fortitude Family Office, LLC | 46 | $26.7K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 46 | $26.7K | 0.05% | +41+820.0% | Added |
| RiverPark Advisors, LLC | 49 | $28.5K | 0.02% | +49 | New |
| Independence Bank of Kentucky | 50 | $29.1K | 0.00% | 00.0% | Unchanged |