| Huntington National Bank | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1 | $25 | 0.00% | +1 | New |
| North Star Investment Management Corp. | 2 | $50 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 11 | $273 | 0.00% | +11 | New |
| Godfrey Financial Associates, Inc. | 12 | $298 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 15 | $372 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 24 | $595 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 25 | $621 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 29 | $719 | 0.00% | +29 | New |
| UMA Financial Services, Inc. | 29 | $720 | 0.00% | +29 | New |
| Synergy Investment Management, LLC | 25 | $727 | 0.00% | +25 | New |
| SHP Wealth Management | 30 | $744 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 35 | $868 | 0.00% | +35 | New |
| Financial Management Professionals, Inc. | 38 | $943 | 0.00% | +38 | New |
| Sunrise Financial Services, LLC | 40 | $992 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 40 | $992 | 0.00% | +40 | New |
| Institute for Wealth Management, LLC. | 40 | $993 | 0.00% | +40 | New |
| Hantz Financial Services, Inc. | 56 | $1.00K | 0.00% | −253−81.9% | Reduced |
| Logan Capital Management Inc | 43 | $1.07K | 0.00% | +43 | New |
| VSM Wealth Advisory, LLC | 48 | $1.19K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 62 | $1.54K | 0.00% | +18+40.9% | Added |
| Vermillion Wealth Management, Inc. | 74 | $1.84K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 77 | $1.91K | 0.00% | −95−55.2% | Reduced |
| Vanguard National Trust Co | 77 | $1.91K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 80 | $1.99K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 117 | $2.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 82 | $2.05K | 0.00% | +82 | New |
| Silicon Valley Capital Partners | 85 | $2.10K | 0.00% | +1+1.2% | Added |
| Intesa Sanpaolo Wealth Management | 93 | $2.30K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 99 | $2.46K | 0.00% | −22−18.2% | Reduced |
| Versant Capital Management, Inc | 99 | $2.46K | 0.00% | +40+67.8% | Added |
| Stone House Investment Management, LLC | 107 | $2.65K | 0.00% | +7+7.0% | Added |
| Anchor Investment Management, LLC | 112 | $2.78K | 0.00% | +112 | New |
| Gilpin Wealth Management, LLC | 114 | $2.83K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 114 | $2.83K | 0.00% | +27+31.0% | Added |
| Continuum Advisory, LLC | 130 | $3.23K | 0.00% | +130 | New |
| BOK Financial Private Wealth, Inc. | 137 | $3.40K | 0.00% | +137 | New |
| Crewe Advisors LLC | 150 | $3.72K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 150 | $3.72K | 0.00% | +150 | New |
| Action Point Financial Planning, LLC | 152 | $3.75K | 0.00% | +152 | New |
| Ronald Blue Trust, Inc. | 191 | $4.74K | 0.00% | +66+52.8% | Added |
| Prudent Man Investment Management, Inc. | 292 | $4.94K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 205 | $5.08K | 0.00% | +205 | New |
| Vision Retirement, LLC | 208 | $5.15K | 0.00% | +101+94.4% | Added |
| Tower Research Capital LLC (TRC) | 222 | $5.51K | 0.00% | −27,058−99.2% | Reduced |
| Private Trust Co NA | 229 | $5.68K | 0.00% | +229 | New |
| True Wealth Design, LLC | 269 | $6.67K | 0.00% | −14−4.9% | Reduced |
| Financial Consulate, Inc | 269 | $6.67K | 0.00% | +110+69.2% | Added |
| Highland Investment Advisors LLC | 269 | $6.67K | 0.00% | +269 | New |
| ZRC Wealth Management, LLC | 270 | $6.70K | 0.00% | +270 | New |
| Cornerstone Planning Group LLC | 240 | $6.96K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 285 | $7.07K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 290 | $7.20K | 0.00% | +290 | New |
| Essential Partners LLC | 302 | $7.49K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 314 | $7.79K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 317 | $7.87K | 0.00% | +317 | New |
| Golden State Wealth Management, LLC | 339 | $8.43K | 0.00% | +2+0.6% | Added |
| Bruce G. Allen Investments, LLC | 353 | $8.76K | 0.01% | −1,561−81.6% | Reduced |
| Rhumbline Advisers | 377 | $9.35K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 377 | $9.35K | 0.00% | +377 | New |
| Wolverine Asset Management LLC | 392 | $9.72K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 403 | $10.0K | 0.00% | +179+79.9% | Added |
| Signature Equity Partners, LLC | 472 | $11.7K | 0.01% | +32+7.3% | Added |
| Signature Resources Capital Management, LLC | 500 | $12.4K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 546 | $13.5K | 0.00% | +546 | New |
| IFG Advisory, LLC | 552 | $13.7K | 0.00% | +552 | New |
| Washington Trust Advisors, Inc. | 588 | $14.6K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 600 | $14.9K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 601 | $14.9K | 0.00% | −189−23.9% | Reduced |
| NBC Securities, Inc. | 606 | $15.1K | 0.00% | −400−39.8% | Reduced |
| Pinnacle Bancorp, Inc. | 664 | $16.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 709 | $17.6K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 706 | $17.6K | 0.00% | +23+3.4% | Added |
| Cape Investment Advisory, Inc. | 743 | $18.4K | 0.00% | +743 | New |
| Glass Jacobson Investment Advisors llc | 826 | $20.5K | 0.01% | +826 | New |
| Nisa Investment Advisors, LLC | 915 | $22.7K | 0.00% | +49+5.7% | Added |
| SBI Securities Co., Ltd. | 935 | $23.2K | 0.00% | −132−12.4% | Reduced |
| First Horizon Corp | 967 | $24.0K | 0.00% | −53−5.2% | Reduced |
| Smithfield Trust Co | 936 | $24.0K | 0.00% | +148+18.8% | Added |
| Brown Brothers Harriman & Co | 991 | $24.6K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,020 | $25.3K | 0.01% | +1,020 | New |
| Fifth Third Bancorp | 1,086 | $26.9K | 0.00% | +11+1.0% | Added |
| Aventura Private Wealth, LLC | 1,189 | $29.5K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,194 | $29.6K | 0.00% | +21+1.8% | Added |
| LOM Asset Management Ltd | 850 | $29.9K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,217 | $30.2K | 0.00% | +100+9.0% | Added |
| Evelyn Partners Group Ltd | 1,384 | $34.3K | 0.00% | +1,384 | New |
| Gables Capital Management Inc. | 1,400 | $34.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,420 | $35.2K | 0.00% | +53+3.9% | Added |
| Bayban | 1,444 | $35.8K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,621 | $40.2K | 0.00% | +218+15.5% | Added |
| Financial Perspectives, Inc | 1,676 | $41.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,720 | $42.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,960 | $48.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,000 | $49.6K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,000 | $49.6K | 0.02% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 2,133 | $52.9K | 0.01% | −6−0.3% | Reduced |
| Spire Wealth Management | 2,523 | $62.6K | 0.00% | +214+9.3% | Added |
| Allworth Financial LP | 2,734 | $67.8K | 0.00% | −212−7.2% | Reduced |
| Cromwell Holdings LLC | 2,875 | $71.3K | 0.03% | 00.0% | Unchanged |