| Huntington National Bank | 1 | $21 | 0.00% | −180−99.4% | Reduced |
| Activest Wealth Management | 1 | $21 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $21 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 2 | $42 | 0.00% | −16−88.9% | Reduced |
| DecisionPoint Financial, LLC | 4 | $85 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 6 | $126 | 0.00% | −17−73.9% | Reduced |
| Buck Wealth Strategies, LLC | 6 | $126 | 0.00% | +6 | New |
| Fortitude Family Office, LLC | 9 | $189 | 0.00% | −86−90.5% | Reduced |
| HFM Investment Advisors, LLC | 10 | $210 | 0.00% | +3+42.9% | Added |
| Hughes Financial Services, LLC | 12 | $252 | 0.00% | −33−73.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $252 | 0.00% | −13−52.0% | Reduced |
| Quent Capital, LLC | 13 | $273 | 0.00% | +6+85.7% | Added |
| True Wealth Design, LLC | 13 | $273 | 0.00% | +13 | New |
| CVA Family Office, LLC | 14 | $294 | 0.00% | −15−51.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 14 | $294 | 0.00% | +14 | New |
| Atlantic Trust, LLC | 15 | $315 | 0.00% | −88−85.4% | Reduced |
| Axiom Investment Management LLC | 15 | $315 | 0.00% | +15 | New |
| SBI Securities Co., Ltd. | 16 | $336 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $378 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 20 | $419 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 20 | $419 | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 20 | $423 | 0.00% | +6+42.9% | Added |
| Oakmont Advisory Group, LLC | 22 | $462 | 0.00% | +22 | New |
| Creative Capital Management Investments LLC | 25 | $524 | 0.00% | +25 | New |
| Signature Equity Partners, LLC | 26 | $545 | 0.00% | −103−79.8% | Reduced |
| Bare Financial Services, Inc | 26 | $545 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 30 | $629 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 32 | $671 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 38 | $797 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 39 | $818 | 0.00% | −14−26.4% | Reduced |
| JFS Wealth Advisors, LLC | 42 | $881 | 0.00% | −73−63.5% | Reduced |
| Action Point Financial Planning, LLC | 47 | $944 | 0.00% | +47 | New |
| SHP Wealth Management | 48 | $1.01K | 0.00% | +48 | New |
| Cornerstone Financial Management LLC | 49 | $1.03K | 0.00% | +32+188.2% | Added |
| High Note Wealth, LLC | 63 | $1.32K | 0.00% | +63 | New |
| Brown, Lisle/Cummings, Inc. | 68 | $1.43K | 0.00% | −9−11.7% | Reduced |
| First Horizon Corp | 74 | $1.55K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 80 | $1.68K | 0.00% | +80 | New |
| Godfrey Financial Associates, Inc. | 83 | $1.74K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 89 | $1.87K | 0.00% | +8+9.9% | Added |
| Capital Analysts, LLC | 97 | $2.00K | 0.00% | −30−23.6% | Reduced |
| Kilter Group LLC | 97 | $2.04K | 0.00% | −71−42.3% | Reduced |
| Rothschild Investment LLC | 105 | $2.20K | 0.00% | −96−47.8% | Reduced |
| Financial Network Wealth Advisors LLC | 136 | $2.85K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 145 | $3.04K | 0.00% | −1,879−92.8% | Reduced |
| International Assets Investment Management, LLC | 145 | $3.05K | 0.00% | +37+34.3% | Added |
| Versant Capital Management, Inc | 151 | $3.17K | 0.00% | +4+2.7% | Added |
| Cedar Mountain Advisors, LLC | 172 | $3.61K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 173 | $3.63K | 0.00% | +148+592.0% | Added |
| Elequin Capital LP | 179 | $3.75K | 0.00% | +179 | New |
| Farther Finance Advisors, LLC | 187 | $3.92K | 0.00% | −923−83.2% | Reduced |
| Danske Bank A/S | 200 | $4.19K | 0.00% | −15,736−98.7% | Reduced |
| Farmers & Merchants Investments Inc | 232 | $4.87K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 254 | $5.33K | 0.00% | +157+161.9% | Added |
| Stone House Investment Management, LLC | 274 | $5.75K | 0.00% | +274 | New |
| CoreCap Advisors, LLC | 321 | $6.73K | 0.00% | +321 | New |
| Fulcrum Asset Management LLP | 320 | $6.82K | 0.00% | +320 | New |
| Silver Grove Financial Group, Inc. | 337 | $7.07K | 0.00% | +291+632.6% | Added |
| HighMark Wealth Management LLC | 383 | $8.03K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 407 | $8.54K | 0.00% | +407 | New |
| Covestor Ltd | 408 | $9.00K | 0.01% | −21−4.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 444 | $9.32K | 0.00% | +143+47.5% | Added |
| Zions Bancorporation, National Association | 485 | $10.2K | 0.00% | +485 | New |
| Massmutual Trust Co FSB | 503 | $10.5K | 0.00% | +223+79.6% | Added |
| Kemnay Advisory Services Inc. | 617 | $12.9K | 0.00% | −483−43.9% | Reduced |
| EverSource Wealth Advisors, LLC | 675 | $14.2K | 0.00% | −341−33.6% | Reduced |
| ZRC Wealth Management, LLC | 677 | $14.2K | 0.00% | +677 | New |
| Harbor Capital Advisors, Inc. | 733 | $15.0K | 0.00% | −79−9.7% | Reduced |
| Smartleaf Asset Management LLC | 781 | $16.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 801 | $16.8K | 0.00% | −4,360−84.5% | Reduced |
| Park Place Capital Corp | 825 | $17.3K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 841 | $17.6K | 0.02% | +841 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 911 | $19.1K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 925 | $19.4K | 0.01% | −200−17.8% | Reduced |
| Los Angeles Capital Management LLC | 948 | $19.9K | 0.00% | +230+32.0% | Added |
| Parallel Advisors, LLC | 1,028 | $21.6K | 0.00% | +233+29.3% | Added |
| Sterling Capital Management LLC | 1,054 | $22.1K | 0.00% | −33,301−96.9% | Reduced |
| Nomura Asset Management Co Ltd | 1,060 | $22.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,075 | $22.5K | 0.00% | +799+289.5% | Added |
| Bryn Mawr Trust Co | 1,204 | $25.2K | 0.00% | +784+186.7% | Added |
| SRS Capital Advisors, Inc. | 1,253 | $26.3K | 0.00% | +927+284.4% | Added |
| SMA Capital LLC | 1,320 | $27.7K | 0.01% | +612+86.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,367 | $28.7K | 0.00% | −245−15.2% | Reduced |
| Employees Retirement System of Texas | 1,404 | $29.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,479 | $31.0K | 0.00% | +996+206.2% | Added |
| Whittier Trust Co of Nevada Inc | 1,446 | $31.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,490 | $31.2K | 0.00% | −850−36.3% | Reduced |
| GWM Advisors LLC | 1,562 | $32.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,705 | $35.8K | 0.00% | −2,220−56.6% | Reduced |
| US Bancorp | 1,720 | $36.1K | 0.00% | −466−21.3% | Reduced |
| GAMMA Investing LLC | 1,794 | $37.6K | 0.00% | −2,804−61.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,025 | $42.5K | 0.00% | −11,211−84.7% | Reduced |
| Umb Bank N A | 2,192 | $46.0K | 0.00% | +83+3.9% | Added |
| Geneos Wealth Management Inc. | 2,200 | $46.1K | 0.00% | +2,200 | New |
| Creative Financial Designs Inc | 2,250 | $47.2K | 0.00% | +640+39.8% | Added |
| Harbor Investment Advisory, LLC | 2,289 | $48.0K | 0.00% | +2,289 | New |
| Global Retirement Partners, LLC | 2,427 | $50.9K | 0.00% | +2,427 | New |
| Nykredit A/S | 2,689 | $56.4K | 0.00% | +2,689 | New |
| Cornerstone National Bank & Trust Co | 3,000 | $63.1K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3,028 | $63.5K | 0.01% | −4,476−59.6% | Reduced |