| Huntington National Bank | 1 | $110 | 0.00% | −7−87.5% | Reduced |
| Activest Wealth Management | 1 | $110 | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 1 | $111 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $115 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 2 | $189 | 0.00% | +1+100.0% | Added |
| Godfrey Financial Associates, Inc. | 221 | $203 | 0.00% | +221 | New |
| Principia Wealth Advisory, LLC | 2 | $221 | 0.00% | −1−33.3% | Reduced |
| Elyxium Wealth, LLC | 2 | $221 | 0.00% | +2 | New |
| Wealth Enhancement Trust Services, Inc. | 2 | $221 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 3 | $331 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 4 | $442 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $442 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $553 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $663 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $774 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 8 | $884 | 0.00% | +8 | New |
| Signature Equity Partners, LLC | 8 | $884 | 0.00% | +8 | New |
| International Assets Investment Management, LLC | 10 | $1.10K | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 10 | $1.15K | 0.00% | +10 | New |
| Essential Partners LLC | 11 | $1.22K | 0.00% | +5+83.3% | Added |
| Golden State Wealth Management, LLC | 12 | $1.33K | 0.00% | +12 | New |
| Retirement Wealth Solutions LLC | 14 | $1.55K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $1.55K | 0.00% | +4+40.0% | Added |
| Kilter Group LLC | 17 | $1.88K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 20 | $2.21K | 0.00% | +3+17.6% | Added |
| TD Waterhouse Canada Inc. | 21 | $2.32K | 0.00% | −170−89.0% | Reduced |
| Thompson Investment Management, Inc. | 22 | $2.43K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 25 | $2.76K | 0.00% | +25 | New |
| Whittier Trust Co of Nevada Inc | 24 | $2.80K | 0.00% | −9−27.3% | Reduced |
| Fortitude Family Office, LLC | 26 | $2.87K | 0.00% | −1−3.7% | Reduced |
| South State Corp. | 26 | $2.87K | 0.00% | +26 | New |
| SHP Wealth Management | 27 | $2.98K | 0.00% | +27 | New |
| Meeder Asset Management Inc | 34 | $3.76K | 0.00% | +34 | New |
| Geneos Wealth Management Inc. | 35 | $3.87K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 36 | $3.98K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 38 | $4.20K | 0.00% | −32−45.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 38 | $4.20K | 0.00% | +38 | New |
| Morse Asset Management, Inc | 41 | $4.53K | 0.00% | +41 | New |
| Vermillion & White Wealth Management Group, LLC | 50 | $5.52K | 0.00% | +50 | New |
| Farmers & Merchants Investments Inc | 51 | $5.63K | 0.00% | +3+6.3% | Added |
| Hager Investment Management Services, LLC | 54 | $5.96K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 56 | $6.19K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 59 | $6.52K | 0.00% | +17+40.5% | Added |
| Elequin Capital LP | 62 | $6.85K | 0.00% | +62 | New |
| Larson Financial Group LLC | 76 | $8.40K | 0.00% | +14+22.6% | Added |
| Acumen Wealth Advisors, LLC | 76 | $8.40K | 0.00% | +76 | New |
| Bell Investment Advisors, Inc | 77 | $8.51K | 0.00% | +17+28.3% | Added |
| Salomon & Ludwin, LLC | 80 | $9.18K | 0.00% | +80 | New |
| ORG Partners LLC | 98 | $10.8K | 0.00% | 00.0% | Unchanged |
| USCF Advisers LLC | 100 | $11.0K | 2.10% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 104 | $11.5K | 0.00% | +1+1.0% | Added |
| Bay Harbor Wealth Management, LLC | 106 | $11.7K | 0.00% | +102+2,550.0% | Added |
| IFP Advisors, Inc | 110 | $12.2K | 0.00% | +3+2.8% | Added |
| Massmutual Trust Co FSB | 113 | $12.5K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 120 | $13.3K | 0.00% | +78+185.7% | Added |
| Eurizon Capital SGR S.p.A. | 120 | $13.4K | 0.00% | +120 | New |
| Pinnacle Wealth Planning Services, Inc. | 123 | $13.6K | 0.00% | +123 | New |
| Manchester Capital Management LLC | 126 | $13.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 133 | $14.7K | 0.00% | +133 | New |
| Rothschild Investment LLC | 134 | $14.8K | 0.00% | +9+7.2% | Added |
| SRS Capital Advisors, Inc. | 135 | $14.9K | 0.00% | −488−78.3% | Reduced |
| Zions Bancorporation, National Association | 146 | $16.1K | 0.00% | +146 | New |
| Mark Sheptoff Financial Planning, LLC | 150 | $16.6K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 154 | $17.0K | 0.00% | +57+58.8% | Added |
| Parkside Financial Bank & Trust | 156 | $17.2K | 0.00% | +35+28.9% | Added |
| Covestor Ltd | 172 | $19.0K | 0.01% | −11−6.0% | Reduced |
| Quest Partners LLC | 172 | $19.0K | 0.00% | −375−68.6% | Reduced |
| Ameriflex Group, Inc. | 180 | $19.9K | 0.01% | −180−50.0% | Reduced |
| Clearstead Advisors, LLC | 184 | $20.3K | 0.00% | +129+234.5% | Added |
| GWM Advisors LLC | 190 | $21.0K | 0.00% | +90+90.0% | Added |
| Kemnay Advisory Services Inc. | 197 | $21.8K | 0.00% | +197 | New |
| DV Equities, LLC | 200 | $22.1K | 0.00% | +200 | New |
| DV Trading LLC | 201 | $22.2K | 0.00% | +201 | New |
| True Wealth Design, LLC | 201 | $22.2K | 0.01% | −2−1.0% | Reduced |
| Strive Financial Group ,LLC | 217 | $24.0K | 0.01% | +217 | New |
| Torren Management, LLC | 220 | $24.3K | 0.01% | +220 | New |
| Aster Capital Management (DIFC) Ltd | 238 | $26.3K | 0.01% | +238 | New |
| Edmond de Rothschild Holding S.A. | 240 | $26.4K | 0.00% | +240 | New |
| Root Financial Partners, LLC | 252 | $27.8K | 0.00% | +36+16.7% | Added |
| MAI Capital Management | 265 | $29.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 270 | $29.8K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 278 | $30.7K | 0.01% | +278 | New |
| Los Angeles Capital Management LLC | 300 | $31.5K | 0.00% | +300 | New |
| Versant Capital Management, Inc | 300 | $33.1K | 0.00% | +3+1.0% | Added |
| Wolff Wiese Magana LLC | 300 | $33.1K | 0.02% | +300 | New |
| Smartleaf Asset Management LLC | 297 | $33.2K | 0.00% | +211+245.3% | Added |
| Curio Wealth, LLC | 293 | $33.5K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 308 | $34.0K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 324 | $35.8K | 0.00% | +324 | New |
| Allworth Financial LP | 334 | $36.9K | 0.00% | +32+10.6% | Added |
| Rosenberg Matthew Hamilton | 376 | $41.5K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 400 | $44.2K | 0.00% | +200+100.0% | Added |
| USA Financial Portformulas Corp | 460 | $50.8K | 0.01% | +460 | New |
| CIBC Private Wealth Group, LLC | 510 | $56.3K | 0.00% | +508+25,400.0% | Added |
| EverSource Wealth Advisors, LLC | 526 | $58.1K | 0.00% | −76−12.6% | Reduced |
| Farther Finance Advisors, LLC | 549 | $60.6K | 0.00% | +341+163.9% | Added |
| Fifth Third Bancorp | 552 | $61.0K | 0.00% | +27+5.1% | Added |
| Brown Brothers Harriman & Co | 667 | $73.7K | 0.00% | 00.0% | Unchanged |