| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | +8 | New |
| Hemington Wealth Management | 11 | $0 | 0.00% | +11 | New |
| MV Capital Management, Inc. | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 4 | $162 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5 | $203 | 0.00% | −24−82.8% | Reduced |
| Bruce G. Allen Investments, LLC | 6 | $243 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 6 | $243 | 0.00% | +6 | New |
| Claris Advisors, LLC | 7 | $284 | 0.00% | +7 | New |
| Bokf, NA | 8 | $314 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8 | $324 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8 | $324 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 9 | $365 | 0.03% | −4−30.8% | Reduced |
| Rothschild Investment LLC | 10 | $405 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $567 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $770 | 0.00% | +3+18.8% | Added |
| FinTrust Capital Advisors, LLC | 20 | $797 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 28 | $1.13K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 29 | $1.18K | 0.00% | +29 | New |
| Spire Wealth Management | 31 | $1.26K | 0.00% | −52−62.7% | Reduced |
| Sachetta, LLC | 31 | $1.26K | 0.00% | −6−16.2% | Reduced |
| Wolff Wiese Magana LLC | 34 | $1.38K | 0.00% | +34 | New |
| Private Wealth Management Group, LLC | 35 | $1.42K | 0.00% | −101−74.3% | Reduced |
| Toronto Dominion Bank | 42 | $1.70K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 46 | $1.86K | 0.00% | +46 | New |
| CNB Bank | 49 | $1.99K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 54 | $2.19K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 54 | $2.19K | 0.00% | +3+5.9% | Added |
| Financial Gravity Companies, Inc. | 55 | $2.23K | 0.00% | +55 | New |
| Old Second National Bank of Aurora | 56 | $2.27K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 56 | $2.27K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 59 | $2.39K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 60 | $2.43K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 60 | $2.43K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 60 | $2.43K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 67 | $2.73K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 69 | $2.79K | 0.00% | +69 | New |
| Versant Capital Management, Inc | 71 | $2.88K | 0.00% | −3−4.1% | Reduced |
| Pineridge Advisors LLC | 72 | $2.92K | 0.00% | −26−26.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 73 | $2.96K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 73 | $2.96K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $3.04K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 80 | $3.24K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 93 | $3.77K | 0.00% | +93 | New |
| Harbour Investments, Inc. | 97 | $3.93K | 0.00% | −16−14.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 98 | $3.97K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 100 | $4.05K | 0.00% | +100 | New |
| Prestige Wealth Management Group LLC | 102 | $4.13K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 103 | $4.17K | 0.00% | +103 | New |
| Bell Investment Advisors, Inc | 110 | $4.46K | 0.00% | +29+35.8% | Added |
| Clearstead Advisors, LLC | 116 | $4.70K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 117 | $4.74K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 121 | $4.90K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 148 | $5.00K | 0.00% | +148 | New |
| Quent Capital, LLC | 134 | $5.43K | 0.00% | +53+65.4% | Added |
| Private Trust Co NA | 135 | $5.47K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 150 | $6.08K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 159 | $6.44K | 0.00% | +159 | New |
| West Branch Capital LLC | 170 | $6.88K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 174 | $7.05K | 0.00% | +81+87.1% | Added |
| Point72 Hong Kong Ltd | 199 | $8.05K | 0.00% | −969−83.0% | Reduced |
| Strategic Investment Solutions, Inc. | 200 | $8.10K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 200 | $8.10K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 200 | $8.10K | 0.00% | +200 | New |
| EverSource Wealth Advisors, LLC | 201 | $8.14K | 0.00% | +33+19.6% | Added |
| Farther Finance Advisors, LLC | 204 | $8.26K | 0.00% | −4−1.9% | Reduced |
| Venturi Wealth Management, LLC | 204 | $8.26K | 0.00% | +31+17.9% | Added |
| Banque Cantonale Vaudoise | 210 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 250 | $10.1K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 286 | $11.6K | 0.00% | −72−20.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 301 | $12.2K | 0.00% | −45,003−99.3% | Reduced |
| Whittier Trust Co | 316 | $12.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 315 | $13.0K | 0.00% | −2−0.6% | Reduced |
| Jones Financial Companies LLLP | 323 | $13.0K | 0.00% | −100−23.6% | Reduced |
| Huntington National Bank | 326 | $13.2K | 0.00% | +56+20.7% | Added |
| Smithfield Trust Co | 350 | $14.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 346 | $14.0K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 348 | $14.1K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 357 | $14.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 371 | $15.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 400 | $16.2K | 0.00% | +400 | New |
| Mather Group, LLC. | 401 | $16.2K | 0.00% | −20−4.8% | Reduced |
| True Wealth Design, LLC | 417 | $16.9K | 0.01% | +417 | New |
| Oarsman Capital, Inc. | 422 | $17.1K | 0.00% | +422 | New |
| Central Trust Co | 432 | $17.5K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 438 | $17.8K | 0.00% | +98+28.8% | Added |
| Centerpoint Advisors, LLC | 443 | $18.0K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 445 | $18.0K | 0.01% | +445 | New |
| NBC Securities, Inc. | 478 | $19.0K | 0.00% | +195+68.9% | Added |
| Carmichael Hill & Associates, Inc. | 500 | $20.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 512 | $20.7K | 0.00% | −129−20.1% | Reduced |
| Umb Bank N A | 530 | $21.5K | 0.00% | +409+338.0% | Added |
| DT Investment Partners, LLC | 590 | $23.9K | 0.00% | +85+16.8% | Added |
| SRS Capital Advisors, Inc. | 590 | $23.9K | 0.00% | +6+1.0% | Added |
| Catalyst Funds Management Pty Ltd | 600 | $24.3K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 611 | $24.7K | 0.00% | −9−1.5% | Reduced |
| Riverview Trust Co | 616 | $24.9K | 0.02% | +616 | New |
| GAMMA Investing LLC | 649 | $26.3K | 0.00% | −438−40.3% | Reduced |
| Park Place Capital Corp | 652 | $26.4K | 0.01% | −43−6.2% | Reduced |
| Nemes Rush Group LLC | 641 | $27.2K | 0.00% | +641 | New |