| Huntington National Bank | 1 | $59 | 0.00% | −24−96.0% | Reduced |
| Trust Co | 1 | $59 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $60 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $60 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 2 | $119 | 0.00% | +2 | New |
| TD Private Client Wealth LLC | 3 | $178 | 0.00% | +3 | New |
| Elequin Capital LP | 4 | $238 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $249 | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 5 | $297 | 0.00% | −56−91.8% | Reduced |
| Hughes Financial Services, LLC | 5 | $297 | 0.00% | −4−44.4% | Reduced |
| Creative Financial Designs Inc | 5 | $297 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 6 | $357 | 0.00% | +6 | New |
| Signature Equity Partners, LLC | 7 | $416 | 0.00% | +7 | New |
| CoreCap Advisors, LLC | 8 | $475 | 0.00% | −1−11.1% | Reduced |
| Raffa Wealth Management, LLC | 8 | $475 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 8 | $475 | 0.00% | +8 | New |
| Key Financial Inc | 9 | $535 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $535 | 0.00% | +3+50.0% | Added |
| South State Corp. | 10 | $595 | 0.00% | −29−74.4% | Reduced |
| HFM Investment Advisors, LLC | 10 | $595 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 11 | $654 | 0.00% | +11 | New |
| Private Wealth Management Group, LLC | 13 | $773 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $773 | 0.00% | +2+18.2% | Added |
| Transamerica Financial Advisors, Inc. | 14 | $832 | 0.00% | −14−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 14 | $832 | 0.00% | +4+40.0% | Added |
| Bare Financial Services, Inc | 15 | $891 | 0.00% | −15−50.0% | Reduced |
| Manchester Capital Management LLC | 16 | $951 | 0.00% | +1+6.7% | Added |
| Cordant, Inc. | 16 | $951 | 0.00% | +16 | New |
| Avion Wealth | 17 | $1.00K | 0.00% | −33−66.0% | Reduced |
| Cape Investment Advisory, Inc. | 23 | $1.37K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 26 | $1.42K | 0.00% | +26 | New |
| DiNuzzo Private Wealth, Inc. | 26 | $1.55K | 0.00% | +14+116.7% | Added |
| Scarborough Advisors, LLC | 27 | $1.60K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 30 | $1.63K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 28 | $1.67K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 32 | $1.90K | 0.00% | +32 | New |
| CX Institutional | 28 | $2.00K | 0.00% | +28 | New |
| Prestige Wealth Management Group LLC | 34 | $2.02K | 0.00% | −14−29.2% | Reduced |
| Montag A & Associates Inc | 34 | $2.02K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 34 | $2.02K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $2.08K | 0.00% | −8−18.6% | Reduced |
| Financial Management Professionals, Inc. | 35 | $2.08K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 46 | $2.73K | 0.00% | +23+100.0% | Added |
| IMA Wealth, Inc. | 54 | $3.21K | 0.00% | +54 | New |
| Bell Investment Advisors, Inc | 57 | $3.39K | 0.00% | +15+35.7% | Added |
| Tripletail Wealth Management, LLC | 60 | $3.57K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 60 | $3.57K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 60 | $3.57K | 0.00% | +60 | New |
| Golden State Wealth Management, LLC | 63 | $3.74K | 0.00% | −127−66.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 63 | $3.74K | 0.00% | +63 | New |
| SBI Securities Co., Ltd. | 64 | $3.80K | 0.00% | −4−5.9% | Reduced |
| UMA Financial Services, Inc. | 65 | $3.86K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 66 | $3.92K | 0.00% | −31−32.0% | Reduced |
| Archer Investment Corp | 70 | $4.16K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 75 | $4.46K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 75 | $4.46K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 76 | $4.52K | 0.00% | +76 | New |
| Strengthening Families & Communities, LLC | 79 | $4.70K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 80 | $4.75K | 0.00% | +80 | New |
| Private Wealth Asset Management, LLC | 87 | $5.17K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 90 | $5.35K | 0.00% | −2−2.2% | Reduced |
| Geneos Wealth Management Inc. | 90 | $5.35K | 0.00% | +60+200.0% | Added |
| JFS Wealth Advisors, LLC | 96 | $5.71K | 0.00% | +54+128.6% | Added |
| Sunbelt Securities, Inc. | 98 | $5.82K | 0.00% | +70+250.0% | Added |
| SRS Capital Advisors, Inc. | 123 | $7.31K | 0.00% | −103,211−99.9% | Reduced |
| Whittier Trust Co | 124 | $7.45K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 140 | $8.32K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 144 | $8.56K | 0.00% | +14+10.8% | Added |
| WPG Advisers, LLC | 152 | $9.03K | 0.01% | −65−30.0% | Reduced |
| Farmers & Merchants Investments Inc | 165 | $9.81K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 168 | $9.98K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 170 | $10.1K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 188 | $11.2K | 0.00% | +188 | New |
| City State Bank | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 200 | $11.9K | 0.02% | +200 | New |
| Toth Financial Advisory Corp | 205 | $12.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 237 | $14.1K | 0.00% | +159+203.8% | Added |
| Crewe Advisors LLC | 250 | $14.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 324 | $19.3K | 0.00% | −202−38.4% | Reduced |
| Root Financial Partners, LLC | 390 | $23.2K | 0.00% | +59+17.8% | Added |
| ZRC Wealth Management, LLC | 400 | $23.8K | 0.01% | +397+13,233.3% | Added |
| Activest Wealth Management | 438 | $26.0K | 0.00% | +438 | New |
| Capital Analysts, LLC | 446 | $27.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 523 | $31.1K | 0.00% | +71+15.7% | Added |
| GAMMA Investing LLC | 537 | $31.9K | 0.00% | −679−55.8% | Reduced |
| Larson Financial Group LLC | 563 | $33.5K | 0.00% | −420−42.7% | Reduced |
| Signaturefd, LLC | 572 | $34.0K | 0.00% | −139−19.5% | Reduced |
| SJS Investment Consulting Inc. | 579 | $34.4K | 0.00% | +566+4,353.8% | Added |
| SageView Advisory Group, LLC | 598 | $35.5K | 0.00% | +598 | New |
| CIBC Private Wealth Group, LLC | 648 | $38.5K | 0.00% | +179+38.2% | Added |
| Ancora Advisors, LLC | 702 | $41.7K | 0.00% | −216−23.5% | Reduced |
| Smartleaf Asset Management LLC | 711 | $41.9K | 0.00% | −38−5.1% | Reduced |
| V-Square Quantitative Management LLC | 753 | $44.8K | 0.00% | +753 | New |
| Westside Investment Management, Inc. | 760 | $45.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 808 | $48.0K | 0.00% | −584−42.0% | Reduced |
| MAI Capital Management | 809 | $48.1K | 0.00% | +159+24.5% | Added |
| Keating Financial Advisory Services, Inc. | 913 | $54.3K | 0.01% | +913 | New |
| Vermillion & White Wealth Management Group, LLC | 936 | $55.6K | 0.03% | 00.0% | Unchanged |
| Alerus Financial NA | 1,000 | $59.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,009 | $60.0K | 0.00% | −656−39.4% | Reduced |
