| Vermillion Wealth Management, Inc. | 2 | $32 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 9 | $143 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 12 | $191 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $191 | 0.00% | +12 | New |
| Silicon Valley Capital Partners | 13 | $207 | 0.00% | +13 | New |
| Flagship Wealth Advisors, LLC | 46 | $445 | 0.00% | −1−2.1% | Reduced |
| North Star Investment Management Corp. | 30 | $477 | 0.00% | +30 | New |
| Abound Wealth Management | 30 | $478 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 32 | $509 | 0.00% | +32 | New |
| Accordant Advisory Group Inc | 36 | $573 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 40 | $631 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $796 | 0.00% | +37+284.6% | Added |
| NFJ Investment Group, LLC | 55 | $875 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 59 | $939 | 0.00% | +59 | New |
| Hollencrest Capital Management | 69 | $1.10K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 69 | $1.10K | 0.00% | +69 | New |
| Root Financial Partners, LLC | 74 | $1.18K | 0.00% | +56+311.1% | Added |
| Cornerstone Financial Management LLC | 84 | $1.34K | 0.00% | +33+64.7% | Added |
| Ninepoint Partners LP | 99 | $1.57K | 0.00% | −129−56.6% | Reduced |
| Toth Financial Advisory Corp | 100 | $1.59K | 0.00% | +100 | New |
| Decker Retirement Planning Inc. | 100 | $1.59K | 0.00% | +100 | New |
| Raffa Wealth Management, LLC | 106 | $1.69K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 108 | $1.72K | 0.00% | +108 | New |
| Wealth Science Advisors LLC | 151 | $1.97K | 0.00% | +151 | New |
| Sound Income Strategies, LLC | 123 | $1.97K | 0.00% | −142−53.6% | Reduced |
| Creative Capital Management Investments LLC | 125 | $1.99K | 0.00% | +125 | New |
| Steigerwald, Gordon & Koch Inc. | 130 | $2.07K | 0.00% | +130 | New |
| SOA Wealth Advisors, LLC. | 170 | $2.71K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 173 | $2.75K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 175 | $2.79K | 0.00% | +175 | New |
| Parkside Financial Bank & Trust | 188 | $2.99K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 200 | $3.18K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 200 | $3.18K | 0.00% | +200 | New |
| Arlington Trust Co LLC | 200 | $3.18K | 0.00% | +200 | New |
| Sittner & Nelson, LLC | 237 | $3.77K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 248 | $3.95K | 0.00% | +148+148.0% | Added |
| Sunbelt Securities, Inc. | 250 | $3.98K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 250 | $3.98K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 250 | $3.98K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 259 | $4.12K | 0.00% | −240−48.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 297 | $4.73K | 0.00% | +297 | New |
| Vision Retirement, LLC | 300 | $4.77K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 300 | $4.77K | 0.00% | +300 | New |
| Rothschild Investment LLC | 335 | $5.33K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 358 | $5.70K | 0.00% | +358 | New |
| WealthCollab, LLC | 364 | $5.79K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 370 | $5.89K | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 400 | $6.36K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 415 | $6.60K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 422 | $6.71K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 438 | $6.97K | 0.00% | +438 | New |
| Acumen Wealth Advisors, LLC | 449 | $7.14K | 0.00% | +449 | New |
| Rossby Financial, LCC | 450 | $7.22K | 0.00% | +153+51.5% | Added |
| Strategic Wealth Partners, Ltd. | 469 | $7.46K | 0.00% | +155+49.4% | Added |
| Ancora Advisors, LLC | 480 | $7.64K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 490 | $7.80K | 0.00% | +490 | New |
| Twin Peaks Wealth Advisors, LLC | 495 | $7.88K | 0.00% | +495 | New |
| Murphy & Mullick Capital Management Corp | 500 | $7.96K | 0.01% | 00.0% | Unchanged |
| Intesa Sanpaolo S.p.A. | 505 | $8.04K | 0.00% | +505 | New |
| True Wealth Design, LLC | 538 | $8.56K | 0.00% | +69+14.7% | Added |
| Boreal Capital Management LLC | 560 | $8.91K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 583 | $9.36K | 0.00% | +583 | New |
| UMA Financial Services, Inc. | 589 | $9.37K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 600 | $9.55K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 600 | $9.55K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 659 | $10.5K | 0.00% | +159+31.8% | Added |
| HHM Wealth Advisors, LLC | 700 | $11.1K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 713 | $11.3K | 0.01% | +713 | New |
| EFG International AG | 723 | $11.5K | 0.00% | −3,277−81.9% | Reduced |
| Citizens National Bank Trust Department | 727 | $11.6K | 0.00% | +727 | New |
| Elequin Capital LP | 844 | $13.4K | 0.00% | +844 | New |
| Financial Connections Group, Inc. | 1,000 | $15.0K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,000 | $15.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,180 | $18.8K | 0.00% | −71−5.7% | Reduced |
| Central Trust Co | 1,200 | $19.1K | 0.00% | −300−20.0% | Reduced |
| Creative Financial Designs Inc | 1,225 | $19.5K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,312 | $20.9K | 0.01% | −6,971−84.2% | Reduced |
| Brown Brothers Harriman & Co | 1,442 | $22.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,445 | $23.0K | 0.00% | +175+13.8% | Added |
| Cornerstone Planning Group LLC | 1,581 | $25.2K | 0.00% | −1,511−48.9% | Reduced |
| Kerr Financial Planning Corp | 1,500 | $25.4K | 0.03% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,600 | $25.5K | 0.01% | −455−22.1% | Reduced |
| Birchwood Financial Partners, Inc. | 1,620 | $25.8K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,694 | $27.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,788 | $28.4K | 0.01% | +89+5.2% | Added |
| JFS Wealth Advisors, LLC | 1,836 | $29.2K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,900 | $30.2K | 0.01% | +1,900 | New |
| N.E.W. Advisory Services LLC | 2,000 | $31.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,000 | $31.8K | 0.00% | +2,000 | New |
| Basecamp Wealth Advisors LLC | 2,205 | $35.1K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,451 | $39.0K | 0.03% | −63−2.5% | Reduced |
| Rosenberg Matthew Hamilton | 2,483 | $39.5K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 2,500 | $39.8K | 0.02% | −1,810−42.0% | Reduced |
| Fairscale Capital, LLC | 2,900 | $46.1K | 0.03% | +2,900 | New |
| Wealth Enhancement Trust Services, Inc. | 3,000 | $47.7K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 3,269 | $52.0K | 0.01% | +184+6.0% | Added |
| Westend Capital Management, LLC | 3,363 | $53.5K | 0.02% | +3,363 | New |
| Chung Wu Investment Group, LLC | 3,500 | $55.7K | 0.05% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 5,907 | $57.4K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 5,000 | $60.4K | 0.00% | −11,000−68.8% | Reduced |