| Huntington National Bank | 1 | $730 | 0.00% | −2−66.7% | Reduced |
| Dogwood Wealth Management LLC | 1 | $730 | 0.00% | +1 | New |
| MidFirst Bank | 1 | $730 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $731 | 0.00% | +1 | New |
| Leonteq Securities AG | 2 | $1.46K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $1.46K | 0.00% | +1+100.0% | Added |
| Highline Wealth Partners LLC | 2 | $1.46K | 0.00% | −4−66.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2 | $1.46K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2 | $1.46K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $1.46K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2 | $1.46K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 2 | $1.46K | 0.00% | +2 | New |
| Intentional Wealth Strategies, LLC | 2 | $1.46K | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $1.75K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 2 | $2.00K | 0.00% | −1−33.3% | Reduced |
| Strategic Wealth Advisors LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $2.19K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $2.19K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $2.19K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3 | $2.19K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3 | $2.19K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3 | $2.19K | 0.00% | +3 | New |
| Caitlin John, LLC | 3 | $2.19K | 0.00% | +3 | New |
| Creative Financial Designs Inc | 4 | $2.92K | 0.00% | −1−20.0% | Reduced |
| NBC Securities, Inc. | 4 | $2.92K | 0.00% | −1−20.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 4 | $2.92K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $2.92K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $2.92K | 0.00% | +1+33.3% | Added |
| Cornerstone Financial Management LLC | 4 | $2.92K | 0.00% | +1+33.3% | Added |
| American Capital Advisory, LLC | 4 | $2.92K | 0.00% | +3+300.0% | Added |
| Innovative Asset Advisors Group, LLC | 4 | $2.92K | 0.00% | +4 | New |
| Private Trust Co NA | 5 | $3.65K | 0.00% | −21−80.8% | Reduced |
| Zions Bancorporation, National Association | 5 | $3.65K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 5 | $3.65K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 5 | $3.65K | 0.00% | +5 | New |
| Nisa Investment Advisors, LLC | 5 | $3.65K | 0.00% | +5 | New |
| Larson Financial Group LLC | 5 | $3.65K | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 5 | $3.65K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 6 | $4.00K | 0.00% | −1−14.3% | Reduced |
| RMG Wealth Management LLC | 5 | $4.07K | 0.00% | +5 | New |
| Harbour Investments, Inc. | 6 | $4.33K | 0.00% | +2+50.0% | Added |
| First Command Advisory Services, Inc. | 6 | $4.38K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 6 | $4.38K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 7 | $5.00K | 0.00% | −9−56.3% | Reduced |
| Retirement Wealth Solutions LLC | 7 | $5.11K | 0.00% | −1−12.5% | Reduced |
| Addison Advisors LLC | 7 | $5.11K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 7 | $5.11K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 7 | $5.11K | 0.00% | +1+16.7% | Added |
| Ancora Advisors, LLC | 8 | $5.84K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 8 | $6.16K | 0.00% | −1−11.1% | Reduced |
| Quent Capital, LLC | 9 | $6.57K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 9 | $6.57K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $6.57K | 0.00% | +1+12.5% | Added |
| Forum Finance Group S.A. | 12 | $7.00K | 0.00% | +12 | New |
| SHP Wealth Management | 9 | $7.07K | 0.00% | +1+12.5% | Added |
| ORG Wealth Partners, LLC | 10 | $7.30K | 0.00% | +5+100.0% | Added |
| Medallion Wealth Advisors, LLC | 10 | $7.30K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 11 | $8.03K | 0.00% | −1−8.3% | Reduced |
| Acumen Wealth Advisors, LLC | 12 | $8.76K | 0.00% | +6+100.0% | Added |
| GW&K Investment Management, LLC | 14 | $10.0K | 0.00% | +6+75.0% | Added |
| WealthCollab, LLC | 14 | $10.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 15 | $11.0K | 0.01% | +15 | New |
| Salomon & Ludwin, LLC | 15 | $11.2K | 0.00% | −10−40.0% | Reduced |
| Cornerstone Planning Group LLC | 15 | $11.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 17 | $12.4K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 18 | $13.1K | 0.00% | +3+20.0% | Added |
| Stephenson National Bank & Trust | 20 | $14.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 20 | $14.6K | 0.00% | +20 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 20 | $14.6K | 0.01% | +20 | New |
| Northwestern Mutual Wealth Management Co | 21 | $15.3K | 0.00% | −84−80.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 21 | $15.3K | 0.00% | +21 | New |
| Ares Financial Consulting, LLC | 21 | $15.6K | 0.01% | +21 | New |
| Arlington Trust Co LLC | 24 | $17.5K | 0.00% | +3+14.3% | Added |
| Hilton Head Capital Partners, LLC | 25 | $18.3K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 25 | $18.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 26 | $19.0K | 0.00% | −1−3.7% | Reduced |
| Truvestments Capital LLC | 26 | $19.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 27 | $19.7K | 0.00% | −54−66.7% | Reduced |
| Umb Bank N A | 27 | $19.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 27 | $20.1K | 0.00% | −8−22.9% | Reduced |
| TD Private Client Wealth LLC | 28 | $20.4K | 0.00% | −82−74.5% | Reduced |
| Rothschild Investment LLC | 30 | $21.6K | 0.00% | +1+3.4% | Added |
| Boreal Capital Management LLC | 30 | $21.9K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 31 | $22.6K | 0.00% | +3+10.7% | Added |
| Abound Wealth Management | 32 | $23.4K | 0.01% | −1−3.0% | Reduced |
| JFS Wealth Advisors, LLC | 36 | $26.3K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 38 | $27.8K | 0.01% | +38 | New |
| TD Capital Management LLC | 44 | $32.1K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 45 | $32.9K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 47 | $34.3K | 0.01% | +47 | New |
| Sunbelt Securities, Inc. | 49 | $35.8K | 0.00% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 50 | $36.5K | 0.00% | −146−74.5% | Reduced |
| J.Safra Asset Management Corp | 50 | $36.5K | 0.00% | −1,072−95.5% | Reduced |
| Walleye Capital LLC | 51 | $37.2K | 0.00% | −597−92.1% | Reduced |
| Basecamp Wealth Advisors LLC | 61 | $44.5K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 60 | $44.8K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 68 | $49.7K | 0.00% | +68 | New |
| Axiom Investment Management LLC | 69 | $50.4K | 0.04% | +69 | New |
| SRS Capital Advisors, Inc. | 67 | $51.1K | 0.00% | −88−56.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 72 | $52.6K | 0.00% | +72 | New |