| Huntington National Bank | 2 | $0 | 0.00% | +1+100.0% | Added |
| BDO Wealth Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 5 | $0 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 2 | $115 | 0.00% | – | – |
| Atlas Capital Advisors LLC | 12 | $693 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Financial Management Professionals, Inc. | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 42 | $2.00K | 0.00% | +15+55.6% | Added |
| Arlington Partners LLC | 36 | $2.00K | 0.00% | +36 | New |
| Cornerstone Advisory, LLC | 27 | $2.00K | 0.00% | +27 | New |
| Sierra Capital LLC | 32 | $2.00K | 0.00% | +32 | New |
| Accel Wealth Management | 30 | $2.00K | 0.00% | +30 | New |
| Schubert & Co | 33 | $2.00K | 0.00% | +33 | New |
| Amplius Wealth Advisors, LLC | 39 | $2.00K | 0.00% | +39 | New |
| Raffa Wealth Management, LLC | 35 | $2.02K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 58 | $3.00K | 0.00% | −76−56.7% | Reduced |
| JFS Wealth Advisors, LLC | 52 | $3.00K | 0.00% | +52 | New |
| Confluence Wealth Services, Inc. | 67 | $3.00K | 0.00% | +67 | New |
| Sutton Wealth Advisors Inc. | 61 | $3.52K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 87 | $5.00K | 0.00% | −6−6.5% | Reduced |
| Brewin Dolphin Ltd | 86 | $5.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 80 | $5.00K | 0.00% | +80 | New |
| Ford Financial Group, LLC | 100 | $5.00K | 0.00% | +100 | New |
| Wolff Wiese Magana LLC | 112 | $6.00K | 0.00% | −9−7.4% | Reduced |
| Sandy Spring Bank | 107 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 108 | $6.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 101 | $6.00K | 0.00% | +91+910.0% | Added |
| Group One Trading, L.P. | 100 | $6.00K | 0.00% | +100 | New |
| Proequities, Inc. | 118 | $7.00K | 0.00% | −14−10.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 123 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 126 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 122 | $7.00K | 0.00% | +122 | New |
| Quadrant Capital Group LLC | 144 | $8.00K | 0.00% | +14+10.8% | Added |
| Signet Financial Management, LLC | 136 | $8.00K | 0.00% | +136 | New |
| Zions Bancorporation, N.A. | 151 | $9.00K | 0.00% | +96+174.5% | Added |
| Plante Moran Financial Advisors, LLC | 153 | $9.00K | 0.00% | +110+255.8% | Added |
| CVA Family Office, LLC | 160 | $9.00K | 0.00% | +160 | New |
| Parkside Financial Bank & Trust | 195 | $11.0K | 0.00% | +9+4.8% | Added |
| Strategic Asset Management, LLC | 206 | $12.0K | 0.02% | 00.0% | Unchanged |
| Kings Point Capital Management | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 204 | $12.0K | 0.00% | +87+74.4% | Added |
| MUFG Americas Holdings Corp | 226 | $13.0K | 0.00% | −153−40.4% | Reduced |
| Heritage Wealth Advisors | 229 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 218 | $13.0K | 0.01% | +218 | New |
| Total Clarity Wealth Management, Inc. | 260 | $15.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 252 | $15.0K | 0.00% | +29+13.0% | Added |
| Umb Bank N A | 263 | $15.0K | 0.00% | +263 | New |
| CWM, LLC | 252 | $15.0K | 0.00% | +252 | New |
| Whittier Trust Co of Nevada Inc | 270 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 270 | $16.0K | 0.00% | −1−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 302 | $18.0K | 0.01% | +302 | New |
| IMA Wealth, Inc. | 375 | $22.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 400 | $23.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 376 | $23.0K | 0.00% | +161+74.9% | Added |
| Koshinski Asset Management, Inc. | 420 | $24.3K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 450 | $26.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 476 | $27.0K | 0.01% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 492 | $28.0K | 0.01% | +492 | New |
| TD Private Client Wealth LLC | 491 | $28.4K | 0.00% | −18−3.5% | Reduced |
| Bell Investment Advisors, Inc | 558 | $32.0K | 0.01% | +104+22.9% | Added |
| American Portfolios Advisors | 557 | $32.2K | 0.00% | +16+3.0% | Added |
| Loomis Sayles & Co L P | 586 | $34.0K | 0.00% | −52−8.2% | Reduced |
| Tarbox Family Office, Inc. | 582 | $34.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 600 | $35.0K | 0.00% | +600 | New |
| Neo Ivy Capital Management | 613 | $35.0K | 0.05% | +613 | New |
| Eagle Bay Advisors LLC | 634 | $37.0K | 0.02% | −610−49.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 643 | $37.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 666 | $38.0K | 0.00% | −179−21.2% | Reduced |
| Rockefeller Capital Management L.P. | 686 | $39.0K | 0.00% | +470+217.6% | Added |
| Ci Investments Inc. | 673 | $39.0K | 0.00% | +646+2,392.6% | Added |
| Clean Yield Group | 763 | $44.0K | 0.01% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 800 | $46.0K | 0.02% | +800 | New |
| FourThought Financial, LLC | 829 | $48.0K | 0.01% | 00.0% | Unchanged |
| Rinkey Investments | 800 | $48.0K | 0.04% | +800 | New |
| Federation des caisses Desjardins du Quebec | 852 | $49.2K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 862 | $50.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 900 | $52.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 903 | $52.0K | 0.00% | +3+0.3% | Added |
| Lazard Asset Management LLC | 957 | $55.0K | 0.00% | −705−42.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 955 | $55.0K | 0.03% | +955 | New |
| Level Financial Advisors, Inc. | 1,000 | $58.0K | 0.04% | +1,000 | New |
| High Net Worth Advisory Group LLC | 1,036 | $60.0K | 0.02% | +1,036 | New |