| Avion Wealth | 41 | $0 | 0.00% | −3−6.8% | Reduced |
| CVA Family Office, LLC | 1 | $13 | 0.00% | −45−97.8% | Reduced |
| Abound Wealth Management | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $13 | 0.00% | +1 | New |
| IFP Advisors, Inc | 2 | $26 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 2 | $26 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 3 | $39 | 0.00% | −399−99.3% | Reduced |
| Wealth Watch Advisors, INC | 3 | $39 | 0.00% | +3 | New |
| Cromwell Holdings LLC | 4 | $52 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $52 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 5 | $65 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $65 | 0.00% | +5 | New |
| GWM Advisors LLC | 6 | $78 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7 | $91 | 0.00% | −2−22.2% | Reduced |
| C M Bidwell & Associates Ltd | 7 | $91 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7 | $91 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $91 | 0.00% | +7 | New |
| Basecamp Wealth Advisors LLC | 7 | $91 | 0.00% | +7 | New |
| CIBC Private Wealth Group, LLC | 8 | $103 | 0.00% | −14−63.6% | Reduced |
| First Horizon Corp | 10 | $129 | 0.00% | −53−84.1% | Reduced |
| Hartford Financial Management Inc. | 10 | $130 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $130 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 11 | $142 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 12 | $155 | 0.00% | +12 | New |
| Whittier Trust Co of Nevada Inc | 13 | $164 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 13 | $168 | 0.00% | +13 | New |
| RMG Wealth Management LLC | 13 | $172 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 14 | $181 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $194 | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 15 | $194 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 15 | $194 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 16 | $207 | 0.00% | +16 | New |
| Larson Financial Group LLC | 17 | $220 | 0.00% | −938−98.2% | Reduced |
| Private Wealth Management Group, LLC | 19 | $246 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $323 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 26 | $336 | 0.00% | +26 | New |
| DiNuzzo Private Wealth, Inc. | 26 | $337 | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28 | $354 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 28 | $362 | 0.00% | −35−55.6% | Reduced |
| Trust Co of Vermont | 28 | $362 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 28 | $362 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 28 | $363 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 33 | $427 | 0.00% | −591−94.7% | Reduced |
| EverSource Wealth Advisors, LLC | 34 | $440 | 0.00% | −655−95.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 36 | $466 | 0.00% | +36 | New |
| Beacon Financial Strategies CORP | 36 | $466 | 0.00% | +36 | New |
| Manchester Capital Management LLC | 39 | $505 | 0.00% | −236−85.8% | Reduced |
| Bare Financial Services, Inc | 44 | $569 | 0.00% | +44 | New |
| SageView Advisory Group, LLC | 52 | $673 | 0.00% | +52 | New |
| Bell Investment Advisors, Inc | 53 | $686 | 0.00% | −23−30.3% | Reduced |
| Smartleaf Asset Management LLC | 66 | $858 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 98 | $1.00K | 0.00% | +4+4.3% | Added |
| Bollard Group LLC | 88 | $1.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 81 | $1.05K | 0.00% | −549−87.1% | Reduced |
| Root Financial Partners, LLC | 81 | $1.05K | 0.00% | +81 | New |
| Whittier Trust Co | 84 | $1.06K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 89 | $1.11K | 0.00% | −218−71.0% | Reduced |
| Quent Capital, LLC | 87 | $1.13K | 0.00% | −16−15.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 92 | $1.19K | 0.00% | −21−18.6% | Reduced |
| Hurley Capital, LLC | 99 | $1.28K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 103 | $1.33K | 0.00% | −3,666−97.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 104 | $1.34K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 114 | $1.47K | 0.00% | −8,857−98.7% | Reduced |
| Signaturefd, LLC | 117 | $1.51K | 0.00% | −8−6.4% | Reduced |
| Financial Consulate, Inc | 131 | $1.69K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 138 | $1.78K | 0.00% | +67+94.4% | Added |
| Torren Management, LLC | 143 | $1.85K | 0.00% | +143 | New |
| Massmutual Trust Co FSB | 145 | $1.88K | 0.00% | −72−33.2% | Reduced |
| Capital Advisors, Ltd. LLC | 161 | $2.00K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 163 | $2.11K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 174 | $2.25K | 0.00% | +52+42.6% | Added |
| Fifth Third Bancorp | 176 | $2.28K | 0.00% | −404−69.7% | Reduced |
| MAI Capital Management | 183 | $2.37K | 0.00% | −39−17.6% | Reduced |
| Sound Income Strategies, LLC | 190 | $2.37K | 0.00% | +190 | New |
| Umb Bank N A | 216 | $2.79K | 0.00% | −387−64.2% | Reduced |
| Marquette Asset Management, LLC | 224 | $2.90K | 0.00% | +126+128.6% | Added |
| Northwestern Mutual Wealth Management Co | 256 | $3.31K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 264 | $3.41K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 289 | $3.74K | 0.00% | −203−41.3% | Reduced |
| US Bancorp | 400 | $5.17K | 0.00% | −212−34.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 493 | $6.37K | 0.00% | −1−0.2% | Reduced |
| Clear Street Markets LLC | 496 | $6.41K | 0.00% | +496 | New |
| Rockefeller Capital Management L.P. | 498 | $6.44K | 0.00% | +53+11.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 510 | $6.59K | 0.00% | +510 | New |
| Boit C F David | 525 | $7.38K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 578 | $7.47K | 0.00% | −1,916−76.8% | Reduced |
| Meeder Asset Management Inc | 618 | $7.99K | 0.00% | +618 | New |
| Bartlett & Co. Wealth Management LLC | 656 | $8.48K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 751 | $9.71K | 0.00% | −571−43.2% | Reduced |
| Advisor Group Holdings, Inc. | 792 | $10.2K | 0.00% | −1,097−58.1% | Reduced |
| Public Employees Retirement System of Ohio | 832 | $10.8K | 0.00% | +85+11.4% | Added |
| Essex Investment Management Co LLC | 984 | $12.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,260 | $16.3K | 0.00% | +831+193.7% | Added |
| Covestor Ltd | 1,468 | $20.0K | 0.01% | −8−0.5% | Reduced |
| Resources Management Corp | 1,619 | $21.0K | 0.00% | +115+7.6% | Added |
| Allworth Financial LP | 1,722 | $22.3K | 0.00% | −209−10.8% | Reduced |
| Sterling Capital Management LLC | 2,081 | $26.9K | 0.00% | −22,746−91.6% | Reduced |
| GAMMA Investing LLC | 2,115 | $27.3K | 0.00% | +432+25.7% | Added |
| Walleye Trading LLC | 2,208 | $28.5K | 0.00% | +2,208 | New |