| Huntington National Bank | 1 | $50 | 0.00% | −21−95.5% | Reduced |
| Ameriflex Group, Inc. | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $50 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $51 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $74 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $101 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $101 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 2 | $101 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 2 | $101 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $101 | 0.00% | +2 | New |
| Zions Bancorporation, National Association | 3 | $151 | 0.00% | −1−25.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 3 | $151 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $167 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $202 | 0.00% | +2+100.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $252 | 0.00% | −5−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $252 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5 | $252 | 0.00% | +5 | New |
| Twin Peaks Wealth Advisors, LLC | 5 | $252 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 6 | $301 | 0.00% | +2+50.0% | Added |
| Nisa Investment Advisors, LLC | 6 | $302 | 0.00% | +1+20.0% | Added |
| UMA Financial Services, Inc. | 6 | $302 | 0.00% | +6 | New |
| Mountain Hill Investment Partners Corp. | 6 | $302 | 0.00% | +6 | New |
| Whittier Trust Co of Nevada Inc | 7 | $359 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 9 | $453 | 0.00% | −428−97.9% | Reduced |
| GWM Advisors LLC | 10 | $487 | 0.00% | −4−28.6% | Reduced |
| Umb Bank N A | 10 | $503 | 0.00% | −2,015−99.5% | Reduced |
| Rialto Wealth Management, LLC | 11 | $554 | 0.00% | +1+10.0% | Added |
| Sachetta, LLC | 13 | $654 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 17 | $855 | 0.00% | −8−32.0% | Reduced |
| Trust Co of Toledo NA | 17 | $855 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 17 | $855 | 0.00% | +17 | New |
| Bare Financial Services, Inc | 19 | $956 | 0.00% | +8+72.7% | Added |
| Keating Financial Advisory Services, Inc. | 19 | $956 | 0.00% | +13+216.7% | Added |
| Marquette Asset Management, LLC | 19 | $956 | 0.00% | +19 | New |
| AdvisorNet Financial, Inc | 19 | $956 | 0.00% | +19 | New |
| Cromwell Holdings LLC | 19 | $956 | 0.00% | +19 | New |
| Hantz Financial Services, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $1.01K | 0.00% | −6−23.1% | Reduced |
| Center for Financial Planning, Inc. | 20 | $1.01K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 20 | $1.01K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 21 | $1.06K | 0.00% | +21 | New |
| Assetmark, Inc | 22 | $1.11K | 0.00% | −86−79.6% | Reduced |
| Kilter Group LLC | 25 | $1.26K | 0.00% | +25 | New |
| Bogart Wealth, LLC | 27 | $1.36K | 0.00% | +20+285.7% | Added |
| Raffa Wealth Management, LLC | 30 | $1.51K | 0.00% | +1+3.4% | Added |
| Fortitude Family Office, LLC | 33 | $1.66K | 0.00% | +33 | New |
| Larson Financial Group LLC | 34 | $1.71K | 0.00% | +1+3.0% | Added |
| ZRC Wealth Management, LLC | 36 | $1.81K | 0.00% | −38−51.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 37 | $1.86K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 48 | $2.00K | 0.00% | +1+2.1% | Added |
| Avion Wealth | 43 | $2.00K | 0.00% | +2+4.9% | Added |
| Union Savings Bank | 45 | $2.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $2.26K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 46 | $2.31K | 0.00% | +46 | New |
| Bell Investment Advisors, Inc | 47 | $2.37K | 0.00% | +25+113.6% | Added |
| Colonial Trust Co | 48 | $2.39K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 48 | $2.41K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $2.52K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 54 | $2.72K | 0.00% | +9+20.0% | Added |
| Rachor Investment Advisory Services, LLC | 59 | $2.97K | 0.00% | +59 | New |
| Bryn Mawr Trust Co | 60 | $3.02K | 0.00% | +60 | New |
| Princeton Global Asset Management LLC | 65 | $3.27K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 75 | $3.77K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 75 | $3.77K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 82 | $4.13K | 0.00% | +82 | New |
| Activest Wealth Management | 82 | $4.13K | 0.00% | +82 | New |
| Ares Financial Consulting, LLC | 84 | $4.23K | 0.00% | +33+64.7% | Added |
| Massmutual Trust Co FSB | 85 | $4.28K | 0.00% | +75+750.0% | Added |
| Owl Creek Wealth Partners LLC | 85 | $4.28K | 0.00% | +85 | New |
| Strengthening Families & Communities, LLC | 86 | $4.33K | 0.00% | +86 | New |
| Farmers & Merchants Investments Inc | 88 | $4.43K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 91 | $4.58K | 0.00% | +91 | New |
| Private Wealth Management Group, LLC | 101 | $5.08K | 0.00% | +47+87.0% | Added |
| Simplex Trading, LLC | 103 | $5.18K | 0.00% | +103 | New |
| Parkside Financial Bank & Trust | 110 | $5.53K | 0.00% | −7−6.0% | Reduced |
| Community Financial Services Group, LLC | 122 | $6.14K | 0.00% | +122 | New |
| Pinnacle Wealth Planning Services, Inc. | 124 | $6.24K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 147 | $7.39K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 152 | $7.82K | 0.00% | −56−26.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 191 | $9.61K | 0.00% | +103+117.0% | Added |
| Capital Advisors, Ltd. LLC | 204 | $10.0K | 0.00% | −146−41.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 209 | $10.5K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 212 | $10.7K | 0.00% | −29−12.0% | Reduced |
| True Wealth Design, LLC | 221 | $11.1K | 0.00% | +65+41.7% | Added |
| Atlantic Trust, LLC | 240 | $12.1K | 0.00% | −74−23.6% | Reduced |
| Parallel Advisors, LLC | 250 | $12.6K | 0.00% | −52−17.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 253 | $12.7K | 0.00% | +91+56.2% | Added |
| Root Financial Partners, LLC | 256 | $12.9K | 0.00% | +172+204.8% | Added |
| Farther Finance Advisors, LLC | 275 | $13.8K | 0.00% | +57+26.1% | Added |
| TD Waterhouse Canada Inc. | 294 | $14.8K | 0.00% | +294 | New |
| Harbour Investments, Inc. | 329 | $16.5K | 0.00% | +328+32,800.0% | Added |
| IFP Advisors, Inc | 375 | $18.9K | 0.00% | +242+182.0% | Added |
| LRI Investments, LLC | 403 | $20.3K | 0.00% | +272+207.6% | Added |
| Signaturefd, LLC | 467 | $23.5K | 0.00% | +7+1.5% | Added |
| Delta Asset Management LLC | 498 | $25.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 613 | $30.8K | 0.00% | +393+178.6% | Added |
| Key Financial Inc | 620 | $31.2K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 625 | $31.4K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 678 | $34.1K | 0.01% | +411+153.9% | Added |
