| Huntington National Bank | 2 | $0 | 0.00% | +1+100.0% | Added |
| Focused Wealth Management, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| 1832 Asset Management L.P. | 5 | $1.00K | 0.00% | −1,599−99.7% | Reduced |
| Heritage Wealth Advisors | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8 | $1.00K | 0.00% | +8 | New |
| Blue Bell Private Wealth Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Core Alternative Capital | 10 | $1.00K | 0.00% | +10 | New |
| Schubert & Co | 4 | $1.00K | 0.00% | +4 | New |
| Zullo Investment Group, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Bivin & Associates, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Raleigh Capital Management Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Tyler-Stone Wealth Management | 7 | $1.00K | 0.00% | +7 | New |
| Sutton Wealth Advisors Inc. | 12 | $1.58K | 0.00% | +12 | New |
| HHM Wealth Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Enterprise Financial Services Corp | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $3.68K | 0.00% | +23+460.0% | Added |
| McDonald Partners LLC | 30 | $3.94K | 0.00% | +30 | New |
| Absolute Capital Management, LLC | 30 | $3.94K | 0.00% | +30 | New |
| Providence Capital Advisors, LLC | 30 | $4.00K | 0.00% | −4−11.8% | Reduced |
| Ci Investments Inc. | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 32 | $4.00K | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 35 | $5.00K | 0.00% | −41−53.9% | Reduced |
| South State Corp. | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 43 | $5.66K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 49 | $6.00K | 0.00% | −55−52.9% | Reduced |
| Prestige Wealth Management Group LLC | 50 | $6.00K | 0.00% | −22−30.6% | Reduced |
| Lenox Wealth Advisors, LLC | 44 | $6.00K | 0.00% | +4+10.0% | Added |
| Zions Bancorporation, N.A. | 44 | $6.00K | 0.00% | +29+193.3% | Added |
| First Horizon Advisors, Inc. | 45 | $6.00K | 0.00% | +38+542.9% | Added |
| Altshuler Shaham Ltd | 47 | $6.00K | 0.00% | +47 | New |
| Ellis Investment Partners, LLC | 50 | $6.00K | 0.00% | +50 | New |
| RE Dickinson Investment Advisors, LLC | 47 | $6.00K | 0.00% | +47 | New |
| BCR Wealth Strategies, LLC | 43 | $6.00K | 0.01% | +43 | New |
| Caldwell Trust Co | 50 | $6.58K | 0.00% | +50 | New |
| Pittenger & Anderson Inc | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 56 | $7.00K | 0.00% | +6+12.0% | Added |
| Financial Enhancement Group LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 53 | $7.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $8.00K | 0.00% | +6+11.1% | Added |
| Econ Financial Services Corp | 60 | $8.00K | 0.01% | +60 | New |
| Dark Forest Capital Management LP | 68 | $9.00K | 0.00% | −1,840−96.4% | Reduced |
| Sargent Bickham Lagudis LLC | 67 | $9.00K | 0.00% | −15−18.3% | Reduced |
| NewSquare Capital LLC | 65 | $9.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 68 | $9.00K | 0.00% | +18+36.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 70 | $9.00K | 0.00% | +70 | New |
| James Reed Financial Services, Inc. | 76 | $9.00K | 0.01% | +76 | New |
| HighMark Wealth Management LLC | 73 | $10.0K | 0.01% | −17−18.9% | Reduced |
| Mizuho Securities Co. Ltd. | 79 | $10.0K | 0.00% | −1−1.3% | Reduced |
| Financial Management Professionals, Inc. | 87 | $11.0K | 0.00% | +10+13.0% | Added |
| Glassman Wealth Services | 84 | $11.0K | 0.00% | +9+12.0% | Added |
| BIT Capital GmbH | 90 | $11.8K | 0.00% | +90 | New |
| Toth Financial Advisory Corp | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 93 | $12.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 90 | $12.0K | 0.00% | +90 | New |
| Covestor Ltd | 93 | $12.0K | 0.02% | +93 | New |
| Optimum Investment Advisors | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 100 | $13.0K | 0.00% | +100 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 139 | $13.0K | 0.01% | +139 | New |
| William Allan, LLC | 100 | $13.0K | 0.01% | +100 | New |
| C M Bidwell & Associates Ltd | 121 | $16.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 120 | $16.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 139 | $18.0K | 0.00% | +32+29.9% | Added |
| Parkside Financial Bank & Trust | 136 | $18.0K | 0.00% | +107+369.0% | Added |
| Lindbrook Capital, LLC | 150 | $20.0K | 0.00% | +10+7.1% | Added |
| Quadrant Capital Group LLC | 149 | $20.0K | 0.00% | +79+112.9% | Added |
| Plante Moran Financial Advisors, LLC | 150 | $20.0K | 0.00% | +150 | New |
| FourThought Financial, LLC | 156 | $21.0K | 0.00% | −33−17.5% | Reduced |
| Clearstead Advisors, LLC | 160 | $21.0K | 0.00% | +15+10.3% | Added |
| Adirondack Trust Co | 175 | $23.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 178 | $23.0K | 0.00% | +30+20.3% | Added |
| Covington Capital Management | 176 | $23.0K | 0.00% | +26+17.3% | Added |
| Northwestern Mutual Wealth Management Co | 185 | $24.0K | 0.00% | −105−36.2% | Reduced |
| Earnest Partners LLC | 180 | $24.0K | 0.00% | +180 | New |
| Winch Advisory Services, LLC | 189 | $25.0K | 0.01% | −203−51.8% | Reduced |
| Central Trust Co | 200 | $26.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $26.0K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 199 | $26.0K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 218 | $29.0K | 0.00% | −120−35.5% | Reduced |
| Aspire Private Capital, LLC | 230 | $30.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 225 | $30.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 234 | $30.8K | 0.00% | −20−7.9% | Reduced |
| Carroll Financial Associates, Inc. | 229 | $31.0K | 0.00% | −6−2.6% | Reduced |
| EverSource Wealth Advisors, LLC | 261 | $34.0K | 0.01% | +261 | New |
| West Branch Capital LLC | 267 | $35.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 270 | $36.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 286 | $38.0K | 0.01% | −1,274−81.7% | Reduced |
| Meeder Asset Management Inc | 296 | $39.0K | 0.00% | −6,045−95.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 301 | $39.0K | 0.00% | +301 | New |
| Rise Advisors, LLC | 319 | $41.9K | 0.04% | +319 | New |
| HBK Sorce Advisory LLC | 224,986 | $42.0K | 0.00% | +500.0% | Added |
