| Huntington National Bank | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $59 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $117 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $117 | 0.00% | +1+100.0% | Added |
| Vermillion Wealth Management, Inc. | 2 | $117 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 2 | $117 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $118 | 0.00% | +2 | New |
| Creative Financial Designs Inc | 3 | $176 | 0.00% | −6−66.7% | Reduced |
| Abound Wealth Management | 3 | $177 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $235 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5 | $293 | 0.00% | +5 | New |
| Gilpin Wealth Management, LLC | 5 | $294 | 0.00% | +2+66.7% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $353 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $410 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $411 | 0.00% | +4+133.3% | Added |
| Harbour Investments, Inc. | 8 | $469 | 0.00% | +8 | New |
| Sunbelt Securities, Inc. | 9 | $528 | 0.00% | +7+350.0% | Added |
| Financial Consulate, Inc | 11 | $646 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 12 | $704 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $939 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $998 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 21 | $1.00K | 0.00% | −24−53.3% | Reduced |
| JFS Wealth Advisors, LLC | 18 | $1.06K | 0.00% | −2−10.0% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 23 | $1.37K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 24 | $1.41K | 0.00% | +23+2,300.0% | Added |
| Sankala Group LLC | 27 | $1.57K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 27 | $1.58K | 0.00% | +27 | New |
| CVA Family Office, LLC | 28 | $1.64K | 0.00% | +28 | New |
| Advisory Services Network, LLC | 35 | $2.05K | 0.00% | +35 | New |
| Fortitude Family Office, LLC | 40 | $2.35K | 0.00% | +35+700.0% | Added |
| MAI Capital Management | 54 | $3.17K | 0.00% | +23+74.2% | Added |
| Group One Trading, L.P. | 55 | $3.23K | 0.00% | +55 | New |
| International Assets Investment Management, LLC | 56 | $3.27K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 56 | $3.29K | 0.00% | +18+47.4% | Added |
| Root Financial Partners, LLC | 58 | $3.40K | 0.00% | +9+18.4% | Added |
| Keating Financial Advisory Services, Inc. | 71 | $4.17K | 0.00% | +64+914.3% | Added |
| High Note Wealth, LLC | 77 | $4.52K | 0.00% | +77 | New |
| SBI Securities Co., Ltd. | 83 | $4.87K | 0.00% | −1−1.2% | Reduced |
| Umb Bank N A | 86 | $5.05K | 0.00% | +8+10.3% | Added |
| Signaturefd, LLC | 87 | $5.10K | 0.00% | +29+50.0% | Added |
| Owl Creek Wealth Partners LLC | 90 | $5.28K | 0.00% | +90 | New |
| VSM Wealth Advisory, LLC | 97 | $5.69K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 111 | $6.51K | 0.00% | +111 | New |
| Massmutual Trust Co FSB | 129 | $7.57K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 155 | $9.09K | 0.00% | +135+675.0% | Added |
| Leonteq Securities AG | 159 | $9.36K | 0.00% | −9−5.4% | Reduced |
| Parkside Financial Bank & Trust | 161 | $9.45K | 0.00% | +12+8.1% | Added |
| Steward Partners Investment Advisory, LLC | 184 | $10.8K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 200 | $11.7K | 0.00% | +200 | New |
| SRS Capital Advisors, Inc. | 222 | $13.0K | 0.00% | +131+144.0% | Added |
| Smartleaf Asset Management LLC | 233 | $13.7K | 0.00% | +136+140.2% | Added |
| Vega Investment Solutions | 236 | $13.8K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 259 | $15.2K | 0.01% | +1+0.4% | Added |
| AdvisorNet Financial, Inc | 285 | $16.7K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 297 | $17.0K | 0.00% | +115+63.2% | Added |
| RWM Asset Management, LLC | 325 | $19.1K | 0.00% | +325 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 352 | $20.7K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 384 | $22.5K | 0.00% | +384 | New |
| Glen Eagle Advisors, LLC | 406 | $23.8K | 0.00% | +406 | New |
| Pinnacle Wealth Planning Services, Inc. | 420 | $24.6K | 0.00% | +36+9.4% | Added |
| Allworth Financial LP | 443 | $26.0K | 0.00% | +32+7.8% | Added |
| Quadrant Capital Group LLC | 468 | $27.5K | 0.00% | −57−10.9% | Reduced |
| Hantz Financial Services, Inc. | 475 | $28.0K | 0.00% | +280+143.6% | Added |
| Jones Financial Companies LLLP | 489 | $28.3K | 0.00% | +251+105.5% | Added |
| Salomon & Ludwin, LLC | 479 | $28.3K | 0.00% | +279+139.5% | Added |
| Estabrook Capital Management | 501 | $29.4K | 0.00% | +292+139.7% | Added |
| Clarity Asset Management, Inc. | 527 | $30.9K | 0.02% | −22−4.0% | Reduced |
| Rockefeller Capital Management L.P. | 618 | $36.3K | 0.00% | +10+1.6% | Added |
| Parallel Advisors, LLC | 620 | $36.4K | 0.00% | +26+4.4% | Added |
| Medallion Wealth Advisors, LLC | 660 | $38.7K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 661 | $39.0K | 0.00% | +204+44.6% | Added |
| Nisa Investment Advisors, LLC | 691 | $40.5K | 0.00% | +89+14.8% | Added |
| Versant Capital Management, Inc | 803 | $47.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 832 | $48.6K | 0.00% | +19+2.3% | Added |
| Hughes Financial Services, LLC | 852 | $50.0K | 0.01% | +1+0.1% | Added |
| Private Trust Co NA | 858 | $50.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 911 | $53.4K | 0.00% | +394+76.2% | Added |
| Southern Michigan Bank & Trust | 1,000 | $58.7K | 0.02% | +1,000 | New |
| Advisor Group Holdings, Inc. | 1,020 | $59.9K | 0.00% | +44+4.5% | Added |
| Sterling Capital Management LLC | 1,105 | $64.8K | 0.00% | −818−42.5% | Reduced |
| IFP Advisors, Inc | 1,452 | $85.2K | 0.00% | +476+48.8% | Added |
| South State Corp. | 1,635 | $95.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,875 | $110.0K | 0.00% | +947+102.0% | Added |
| Larson Financial Group LLC | 2,014 | $118.2K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,133 | $125.1K | 0.00% | −15,042−87.6% | Reduced |
| Essential Partners LLC | 2,197 | $128.9K | 0.04% | −228−9.4% | Reduced |
| IFM Investors Pty Ltd | 2,389 | $140.2K | 0.00% | +2,389 | New |
| Ameritas Investment Partners, Inc. | 2,661 | $156.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,872 | $169.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,958 | $173.5K | 0.00% | +200+7.3% | Added |
| GAMMA Investing LLC | 3,420 | $200.7K | 0.01% | +956+38.8% | Added |
| CIBC Asset Management Inc | 3,431 | $201.3K | 0.00% | +3,431 | New |
| Beacon Pointe Advisors, LLC | 3,443 | $202.0K | 0.00% | +3,443 | New |
| CWM Advisors, LLC | 3,619 | $212.3K | 0.01% | −598−14.2% | Reduced |
| Savant Capital, LLC | 3,703 | $217.2K | 0.00% | +3,703 | New |
| Tower Research Capital LLC (TRC) | 3,752 | $220.1K | 0.01% | +1,774+89.7% | Added |
| The PNC Financial Services Group, Inc. | 3,812 | $223.7K | 0.00% | +399+11.7% | Added |
| Ballentine Partners, LLC | 3,882 | $227.8K | 0.00% | +3,882 | New |
| Voleon Capital Management LP | 3,930 | $230.6K | 0.00% | −18,264−82.3% | Reduced |