| Huntington National Bank | 1 | $128 | 0.00% | −467−99.8% | Reduced |
| Harbour Investments, Inc. | 1 | $128 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1 | $128 | 0.00% | +1 | New |
| Game Plan Financial Advisors, LLC | 1 | $128 | 0.00% | +1 | New |
| Marshall Investment Management, LLC | 2 | $256 | 0.00% | +2 | New |
| Manning & Napier Advisors LLC | 2 | $262 | 0.00% | −23,798−100.0% | Reduced |
| Abound Wealth Management | 3 | $384 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 5 | $640 | 0.00% | −7−58.3% | Reduced |
| JNBA Financial Advisors | 5 | $640 | 0.00% | +5 | New |
| Stone House Investment Management, LLC | 6 | $767 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 6 | $767 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $895 | 0.00% | 00.0% | Unchanged |
| EFG International AG | 8 | $1.02K | 0.00% | −2−20.0% | Reduced |
| SHP Wealth Management | 8 | $1.02K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $1.02K | 0.00% | +8 | New |
| Parkside Financial Bank & Trust | 9 | $1.15K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $1.28K | 0.00% | +10 | New |
| Brown, Lisle/Cummings, Inc. | 12 | $1.53K | 0.00% | −2−14.3% | Reduced |
| Aventura Private Wealth, LLC | 13 | $1.66K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 15 | $1.92K | 0.00% | +15 | New |
| Glen Eagle Advisors, LLC | 15 | $1.92K | 0.00% | +15 | New |
| Bare Financial Services, Inc | 16 | $2.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $2.30K | 0.00% | +8+80.0% | Added |
| Action Point Financial Planning, LLC | 21 | $2.56K | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 21 | $2.69K | 0.00% | −2−8.7% | Reduced |
| Bravera Wealth | 21 | $2.69K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $2.69K | 0.00% | +3+16.7% | Added |
| Signature Equity Partners, LLC | 23 | $2.98K | 0.00% | +23 | New |
| ZRC Wealth Management, LLC | 24 | $3.07K | 0.00% | +24 | New |
| Eastern Bank | 29 | $3.67K | 0.00% | +29 | New |
| North Star Investment Management Corp. | 30 | $3.84K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 33 | $4.22K | 0.00% | −115−77.7% | Reduced |
| NBC Securities, Inc. | 35 | $4.48K | 0.00% | −12−25.5% | Reduced |
| Country Trust Bank | 36 | $4.60K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 36 | $4.60K | 0.00% | +36 | New |
| Private Trust Co NA | 39 | $4.99K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 45 | $5.75K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 46 | $5.88K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 49 | $6.27K | 0.00% | +4+8.9% | Added |
| Rothschild Investment LLC | 50 | $6.39K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 50 | $6.39K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 60 | $7.67K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 62 | $7.93K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 70 | $8.95K | 0.00% | +6+9.4% | Added |
| Bell Investment Advisors, Inc | 75 | $9.59K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 76 | $9.72K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 77 | $9.85K | 0.00% | +36+87.8% | Added |
| Smithfield Trust Co | 82 | $10.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 81 | $10.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 82 | $10.8K | 0.00% | −1−1.2% | Reduced |
| Nisa Investment Advisors, LLC | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 102 | $13.0K | 0.00% | +81+385.7% | Added |
| Silver Grove Financial Group, Inc. | 110 | $14.1K | 0.01% | +110 | New |
| Washington Trust Advisors, Inc. | 119 | $15.2K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 135 | $17.3K | 0.00% | +35+35.0% | Added |
| Federation des caisses Desjardins du Quebec | 151 | $19.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 163 | $20.8K | 0.00% | +163 | New |
| UMA Financial Services, Inc. | 190 | $24.3K | 0.00% | −2−1.0% | Reduced |
| Westside Investment Management, Inc. | 200 | $25.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 221 | $28.3K | 0.00% | +36+19.5% | Added |
| V-Square Quantitative Management LLC | 257 | $32.9K | 0.00% | +9+3.6% | Added |
| Pin Oak Investment Advisors Inc | 259 | $33.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 271 | $34.7K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 288 | $36.8K | 0.01% | +288 | New |
| Banque Transatlantique SA | 399 | $39.2K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 308 | $39.4K | 0.00% | +308 | New |
| Caitong International Asset Management Co., Ltd | 309 | $39.5K | 0.01% | +309 | New |
| Bessemer Group Inc | 316 | $40.0K | 0.00% | +4+1.3% | Added |
| Clearstead Advisors, LLC | 334 | $42.7K | 0.00% | +191+133.6% | Added |
| Bayforest Capital Ltd | 403 | $51.5K | 0.05% | −445−52.5% | Reduced |
| Allworth Financial LP | 403 | $51.5K | 0.00% | +6+1.5% | Added |
| Vanguard Global Advisers, LLC | 407 | $52.1K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 445 | $56.9K | 0.03% | +445 | New |
| National Bank of Canada | 454 | $58.1K | 0.00% | −22−4.6% | Reduced |
| Atlas Capital Advisors LLC | 499 | $63.8K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 504 | $64.5K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 508 | $65.0K | 0.00% | +51+11.2% | Added |
| Pinnacle Bancorp, Inc. | 514 | $65.7K | 0.02% | +85+19.8% | Added |
| SRS Capital Advisors, Inc. | 656 | $83.9K | 0.00% | +342+108.9% | Added |
| Basecamp Wealth Advisors LLC | 669 | $85.6K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 758 | $96.9K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 760 | $97.2K | 0.00% | +23+3.1% | Added |
| Trust Co of Vermont | 800 | $102.3K | 0.00% | +800 | New |
| Simplex Trading, LLC | 852 | $109.0K | 0.00% | −454−34.8% | Reduced |
| CWM Advisors, LLC | 858 | $109.8K | 0.00% | +23+2.8% | Added |
| Ramirez Asset Management, Inc. | 900 | $115.1K | 0.01% | −27,039−96.8% | Reduced |
| IFP Advisors, Inc | 920 | $117.7K | 0.00% | +920 | New |
| EverSource Wealth Advisors, LLC | 977 | $124.9K | 0.00% | −898−47.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,200 | $153.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,226 | $156.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,293 | $165.4K | 0.02% | −210−14.0% | Reduced |
| UBS Asset Management Americas Inc | 1,313 | $167.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,316 | $168.3K | 0.00% | +203+18.2% | Added |
| Mondrian Investment Partners LTD | 1,368 | $175.0K | 0.00% | −54−3.8% | Reduced |
| Farther Finance Advisors, LLC | 1,424 | $182.9K | 0.00% | +508+55.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 1,455 | $186.1K | 0.02% | +1,455 | New |
| Northwestern Mutual Wealth Management Co | 1,534 | $196.2K | 0.00% | +766+99.7% | Added |
| Sit Investment Associates Inc | 1,575 | $201.0K | 0.00% | 00.0% | Unchanged |