| Raleigh Capital Management Inc. | 0 | $8 | 0.00% | 0 | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $399 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1 | $400 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1 | $400 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 1 | $400 | 0.00% | +1 | New |
| Cassaday & Co Wealth Management LLC | 1 | $400 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $400 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $400 | 0.00% | +1 | New |
| Rossby Financial, LCC | 1 | $407 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $799 | 0.00% | −8−80.0% | Reduced |
| HFM Investment Advisors, LLC | 2 | $799 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $799 | 0.00% | +2 | New |
| South State Corp. | 2 | $800 | 0.00% | −12−85.7% | Reduced |
| Bell Investment Advisors, Inc | 2 | $800 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $801 | 0.00% | +2 | New |
| Y.D. More Investments Ltd | 674 | $851 | 0.00% | +674 | New |
| Torren Management, LLC | 3 | $1.20K | 0.00% | −107−97.3% | Reduced |
| TFC Financial Management | 3 | $1.20K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 3 | $1.20K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 3 | $1.20K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3 | $1.20K | 0.00% | +3 | New |
| Cromwell Holdings LLC | 3 | $1.20K | 0.00% | +1+50.0% | Added |
| Private Trust Co NA | 4 | $1.60K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 4 | $1.60K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4 | $1.60K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 4 | $1.60K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 4 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 5 | $2.00K | 0.00% | −8−61.5% | Reduced |
| First Command Advisory Services, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $2.00K | 0.00% | +1+25.0% | Added |
| Sound Income Strategies, LLC | 5 | $2.03K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $2.40K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 6 | $2.40K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6 | $2.40K | 0.00% | −83−93.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $2.40K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 6 | $2.40K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 7 | $2.80K | 0.00% | +7 | New |
| Aster Capital Management (DIFC) Ltd | 10 | $2.85K | 0.00% | +10 | New |
| Moisand Fitzgerald Tamayo, LLC | 8 | $3.20K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 8 | $3.23K | 0.00% | −3−27.3% | Reduced |
| Golden State Equity Partners | 9 | $3.60K | 0.00% | +9 | New |
| United Financial Planning Group LLC | 9 | $3.60K | 0.00% | +9 | New |
| TD Private Client Wealth LLC | 10 | $4.00K | 0.00% | −4−28.6% | Reduced |
| Atlantic Trust, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 10 | $4.00K | 0.00% | +10 | New |
| Johnson Financial Group, Inc. | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 11 | $4.39K | 0.00% | −1,142−99.0% | Reduced |
| Richardson Capital Management LLC | 11 | $4.39K | 0.00% | +11 | New |
| PFS Partners, LLC | 11 | $4.42K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $4.79K | 0.00% | +6+100.0% | Added |
| Dogwood Wealth Management LLC | 13 | $5.19K | 0.00% | −4−23.5% | Reduced |
| Central Trust Co | 13 | $5.20K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 14 | $5.59K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 16 | $6.39K | 0.00% | −8−33.3% | Reduced |
| SBI Securities Co., Ltd. | 16 | $6.39K | 0.00% | +16 | New |
| Owl Creek Wealth Partners LLC | 16 | $6.39K | 0.00% | +16 | New |
| St Germain D J Co Inc | 17 | $6.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $6.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 17 | $6.79K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 17 | $6.79K | 0.00% | +17 | New |
| CBIZ Investment Advisory Services, LLC | 17 | $6.81K | 0.00% | −88−83.8% | Reduced |
| McIlrath & Eck, LLC | 18 | $7.19K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 18 | $7.19K | 0.00% | +13+260.0% | Added |
| CVA Family Office, LLC | 18 | $7.19K | 0.00% | +15+500.0% | Added |
| Global Wealth Strategies & Associates | 21 | $8.39K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $8.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 22 | $8.79K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 22 | $8.79K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 23 | $9.19K | 0.01% | −3−11.5% | Reduced |
| CoreCap Advisors, LLC | 24 | $9.59K | 0.00% | −4−14.3% | Reduced |
| ZRC Wealth Management, LLC | 24 | $9.59K | 0.00% | +19+380.0% | Added |
| JFS Wealth Advisors, LLC | 25 | $9.99K | 0.00% | +1+4.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | $10.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 26 | $11.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 29 | $11.6K | 0.00% | +1+3.6% | Added |
| Strengthening Families & Communities, LLC | 32 | $12.8K | 0.00% | +32 | New |
| Northwestern Mutual Wealth Management Co | 32 | $12.8K | 0.00% | −18−36.0% | Reduced |
| Cedar Mountain Advisors, LLC | 34 | $13.6K | 0.00% | +34 | New |
| Brown Brothers Harriman & Co | 36 | $14.4K | 0.00% | +18+100.0% | Added |
| Kennebec Savings Bank | 37 | $14.8K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 38 | $15.2K | 0.00% | +2+5.6% | Added |
| Eurizon Capital SGR S.p.A. | 40 | $15.4K | 0.00% | +40 | New |
| YANKCOM Partnership | 40 | $16.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 42 | $17.0K | 0.01% | −17−28.8% | Reduced |
| Sunbelt Securities, Inc. | 49 | $19.6K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 51 | $20.4K | 0.01% | −6−10.5% | Reduced |
| Capital Advisors, Ltd. LLC | 54 | $22.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 58 | $23.5K | 0.00% | +54+1,350.0% | Added |
| Millstone Evans Group, LLC | 60 | $24.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 63 | $25.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 65 | $26.0K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 69 | $27.6K | 0.02% | +69 | New |
| Leonteq Securities AG | 71 | $28.4K | 0.00% | −3−4.1% | Reduced |
| First Horizon Corp | 75 | $30.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 79 | $31.6K | 0.00% | +7+9.7% | Added |
| Cornerstone Planning Group LLC | 64 | $32.7K | 0.00% | +1+1.6% | Added |
| Provenance Wealth Advisors, LLC | 83 | $33.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 83 | $33.2K | 0.00% | +74+822.2% | Added |