| Huntington National Bank | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 6 | $191 | 0.00% | +6 | New |
| SHP Wealth Management | 7 | $223 | 0.00% | +7 | New |
| Financial Gravity Companies, Inc. | 13 | $414 | 0.00% | +13 | New |
| Massmutual Trust Co FSB | 15 | $478 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $499 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $510 | 0.00% | +16 | New |
| Steward Partners Investment Advisory, LLC | 20 | $637 | 0.00% | +20 | New |
| Strengthening Families & Communities, LLC | 23 | $733 | 0.00% | +23 | New |
| Transamerica Financial Advisors, Inc. | 26 | $828 | 0.00% | +26 | New |
| Dogwood Wealth Management LLC | 29 | $924 | 0.00% | +29 | New |
| Pinnacle Wealth Planning Services, Inc. | 36 | $1.15K | 0.00% | +36 | New |
| Basecamp Wealth Advisors LLC | 47 | $1.50K | 0.00% | −54−53.5% | Reduced |
| Bell Investment Advisors, Inc | 48 | $1.53K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 48 | $1.53K | 0.00% | +21+77.8% | Added |
| New England Capital Financial Advisors LLC | 50 | $1.59K | 0.00% | +50 | New |
| Ronald Blue Trust, Inc. | 60 | $1.91K | 0.00% | −190−76.0% | Reduced |
| Ameritas Advisory Services, LLC | 61 | $1.94K | 0.00% | +61 | New |
| Wall Street Access Asset Management, LLC | 61 | $1.95K | 0.00% | +61 | New |
| Kilter Group LLC | 63 | $2.01K | 0.00% | −1−1.6% | Reduced |
| Parkside Financial Bank & Trust | 66 | $2.10K | 0.00% | +21+46.7% | Added |
| Larson Financial Group LLC | 70 | $2.23K | 0.00% | −31−30.7% | Reduced |
| Continuum Advisory, LLC | 83 | $2.65K | 0.00% | +83 | New |
| Sims Investment Management, LLC | 100 | $3.19K | 0.00% | +100 | New |
| JPL Wealth Management, LLC | 148 | $4.72K | 0.00% | +130+722.2% | Added |
| Picton Mahoney Asset Management | 163 | $5.20K | 0.00% | +163 | New |
| Wealth Enhancement Trust Services, Inc. | 183 | $5.83K | 0.00% | +183 | New |
| Atlantic Union Bankshares Corp | 200 | $6.37K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 200 | $6.37K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 207 | $6.60K | 0.00% | +207 | New |
| Federation des caisses Desjardins du Quebec | 217 | $6.91K | 0.00% | +217 | New |
| The PNC Financial Services Group, Inc. | 223 | $7.11K | 0.00% | +34+18.0% | Added |
| SJS Investment Consulting Inc. | 227 | $7.24K | 0.00% | +88+63.3% | Added |
| Macquarie Group Ltd | 243 | $7.74K | 0.00% | +243 | New |
| Fortitude Family Office, LLC | 247 | $7.87K | 0.00% | +247 | New |
| NBC Securities, Inc. | 276 | $8.80K | 0.00% | +176+176.0% | Added |
| Global Retirement Partners, LLC | 286 | $9.12K | 0.00% | +286 | New |
| Blue Bell Private Wealth Management, LLC | 296 | $9.43K | 0.00% | +296 | New |
| Quarry LP | 349 | $11.1K | 0.00% | +240+220.2% | Added |
| Meeder Asset Management Inc | 366 | $11.7K | 0.00% | +366 | New |
| Pacifica Partners Inc. | 500 | $14.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 481 | $15.3K | 0.00% | −118−19.7% | Reduced |
| Assetmark, Inc | 485 | $15.5K | 0.00% | +438+931.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 497 | $15.8K | 0.00% | −79−13.7% | Reduced |
| WealthCollab, LLC | 560 | $17.8K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 646 | $20.6K | 0.01% | +73+12.7% | Added |
| Nomura Asset Management Co Ltd | 790 | $25.2K | 0.00% | −1,910−70.7% | Reduced |
| Central Trust Co | 824 | $26.3K | 0.00% | +824 | New |
| US Bancorp | 851 | $27.1K | 0.00% | +21+2.5% | Added |
| Kemnay Advisory Services Inc. | 884 | $28.2K | 0.00% | −77−8.0% | Reduced |
| Smartleaf Asset Management LLC | 923 | $28.8K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 960 | $31.0K | 0.00% | −76−7.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,000 | $31.9K | 0.02% | +1,000 | New |
| Orion Capital Management LLC | 1,000 | $31.9K | 0.01% | +1,000 | New |
| POM Investment Strategies, LLC | 1,000 | $31.9K | 0.04% | +1,000 | New |
| True Wealth Design, LLC | 1,094 | $34.9K | 0.01% | +133+13.8% | Added |
| Cullen/Frost Bankers, Inc. | 1,139 | $36.3K | 0.00% | +189+19.9% | Added |
| Jones Financial Companies LLLP | 1,283 | $40.8K | 0.00% | +1,105+620.8% | Added |
| Clear Street Markets LLC | 1,495 | $47.6K | 0.01% | +1,495 | New |
| Persistent Asset Partners Ltd | 1,504 | $47.9K | 0.02% | +1,504 | New |
| USA Financial Formulas | 1,579 | $50.3K | 0.01% | +1,579 | New |
| Rothschild Investment LLC | 1,603 | $51.1K | 0.00% | +18+1.1% | Added |
| Action Point Financial Planning, LLC | 1,807 | $57.6K | 0.01% | +1,807 | New |
| Parallel Advisors, LLC | 1,875 | $59.8K | 0.00% | +1,210+182.0% | Added |
| Covestor Ltd | 2,007 | $64.0K | 0.04% | +16+0.8% | Added |
| Geneos Wealth Management Inc. | 3,000 | $95.6K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 3,035 | $96.7K | 0.00% | −852,629−99.6% | Reduced |
| Essential Partners LLC | 3,150 | $100.4K | 0.05% | −339−9.7% | Reduced |
| EverSource Wealth Advisors, LLC | 3,470 | $110.6K | 0.00% | +18+0.5% | Added |
| GAMMA Investing LLC | 3,563 | $113.6K | 0.00% | +18+0.5% | Added |
| Signaturefd, LLC | 3,973 | $126.6K | 0.00% | +216+5.7% | Added |
| Rockefeller Capital Management L.P. | 4,234 | $134.9K | 0.00% | +1,648+63.7% | Added |
| Nisa Investment Advisors, LLC | 4,715 | $150.3K | 0.00% | +2,938+165.3% | Added |
| Farther Finance Advisors, LLC | 5,010 | $159.4K | 0.00% | +3,481+227.7% | Added |
| Versant Capital Management, Inc | 5,138 | $163.7K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5,149 | $164.1K | 0.02% | +5,149 | New |
| Golden State Wealth Management, LLC | 5,566 | $177.4K | 0.02% | +5,516+11,032.0% | Added |
| IFP Advisors, Inc | 5,837 | $186.0K | 0.00% | +2,605+80.6% | Added |
| Allworth Financial LP | 6,021 | $191.9K | 0.00% | +2,316+62.5% | Added |
| World Equity Group, Inc. | 6,416 | $204.5K | 0.05% | +6,416 | New |
| CIBC World Markets Inc. | 6,423 | $204.7K | 0.00% | +6,423 | New |
| Atria Investments LLC | 6,573 | $209.5K | 0.00% | +6,573 | New |
| DnB Asset Management AS | 6,581 | $209.7K | 0.00% | +6,581 | New |
| Mirae Asset Global Investments Co., Ltd. | 6,623 | $211.1K | 0.00% | +6,623 | New |
| Gotham Asset Management, LLC | 6,631 | $211.3K | 0.00% | +6,631 | New |
| Dark Forest Capital Management LP | 6,634 | $211.4K | 0.01% | −42,804−86.6% | Reduced |
| Venture Visionary Partners LLC | 6,750 | $215.1K | 0.01% | +6,750 | New |
| Stratos Wealth Advisors, LLC | 7,000 | $223.1K | 0.01% | +7,000 | New |
| Caerus Investment Advisors, LLC | 7,040 | $224.4K | 0.08% | +7,040 | New |
| Synergy Financial Management, LLC | 7,262 | $231.4K | 0.02% | +7,262 | New |
| Semanteon Capital Management, LP | 7,299 | $232.6K | 1.05% | +7,299 | New |
| NorthCrest Asset Manangement, LLC | 7,932 | $235.1K | 0.01% | +7,932 | New |
| HighTower Advisors, LLC | 7,562 | $241.0K | 0.00% | −50,349−86.9% | Reduced |
| Dynamic Advisor Solutions LLC | 7,606 | $242.4K | 0.01% | +7,606 | New |
| CIBC Bancorp USA Inc. | 7,743 | $246.8K | 0.00% | +7,743 | New |
| Oxinas Partners Wealth Management LLC | 7,775 | $247.8K | 0.10% | +7,775 | New |
| Proficio Capital Partners LLC | 7,816 | $249.1K | 0.01% | +7,816 | New |
| Arlington Capital Management, Inc. | 7,876 | $251.0K | 0.16% | +7,876 | New |
| MAI Capital Management | 7,904 | $251.9K | 0.00% | +5,369+211.8% | Added |
| Ballentine Partners, LLC | 7,971 | $254.0K | 0.00% | +7,971 | New |
