| Huntington National Bank | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $25 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $38 | 0.00% | −2−66.7% | Reduced |
| MV Capital Management, Inc. | 1 | $38 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $38 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $39 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $76 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $76 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $113 | 0.00% | +1+50.0% | Added |
| Transamerica Financial Advisors, Inc. | 6 | $226 | 0.00% | +2+50.0% | Added |
| HFM Investment Advisors, LLC | 6 | $227 | 0.00% | −2−25.0% | Reduced |
| Legacy Wealth Managment, LLC | 8 | $303 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $340 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 9 | $340 | 0.00% | +9 | New |
| Quaker Wealth Management, LLC | 9 | $340 | 0.00% | +9 | New |
| USA Financial Portformulas Corp | 10 | $378 | 0.00% | −3−23.1% | Reduced |
| Arlington Trust Co LLC | 10 | $378 | 0.00% | +10 | New |
| Vermillion Wealth Management, Inc. | 12 | $453 | 0.00% | +12 | New |
| DecisionPoint Financial, LLC | 12 | $454 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 13 | $491 | 0.00% | −13−50.0% | Reduced |
| Creative Financial Designs Inc | 14 | $529 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $529 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $529 | 0.00% | +1+7.7% | Added |
| Massmutual Trust Co FSB | 15 | $566 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 16 | $604 | 0.00% | −154−90.6% | Reduced |
| CoreCap Advisors, LLC | 16 | $604 | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 18 | $680 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 19 | $717 | 0.00% | −11−36.7% | Reduced |
| Olistico Wealth, LLC | 19 | $717 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 24 | $906 | 0.00% | +13+118.2% | Added |
| Caitong International Asset Management Co., Ltd | 25 | $944 | 0.00% | −417−94.3% | Reduced |
| Ogorek Anthony Joseph | 39 | $1.00K | 0.00% | +39 | New |
| Picton Mahoney Asset Management | 27 | $1.02K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 29 | $1.09K | 0.00% | +29 | New |
| Bell Investment Advisors, Inc | 29 | $1.10K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 34 | $1.28K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $1.36K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 50 | $1.89K | 0.00% | +50 | New |
| JPL Wealth Management, LLC | 55 | $2.08K | 0.00% | +55 | New |
| Zions Bancorporation, National Association | 58 | $2.19K | 0.00% | +58 | New |
| Sachetta, LLC | 59 | $2.23K | 0.00% | 00.0% | Unchanged |
| Natixis | 64 | $2.42K | 0.00% | −132,058−100.0% | Reduced |
| SBI Securities Co., Ltd. | 65 | $2.45K | 0.00% | −171−72.5% | Reduced |
| Raffa Wealth Management, LLC | 65 | $2.45K | 0.00% | +3+4.8% | Added |
| Grove Bank & Trust | 67 | $2.53K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 67 | $2.53K | 0.00% | +67 | New |
| Private Trust Co NA | 72 | $2.72K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 74 | $2.79K | 0.02% | +17+29.8% | Added |
| Fortitude Family Office, LLC | 81 | $3.06K | 0.00% | +73+912.5% | Added |
| FWL Investment Management, LLC | 88 | $3.32K | 0.00% | +88 | New |
| Quadrant Capital Group LLC | 89 | $3.36K | 0.00% | +89 | New |
| Pinnacle Wealth Planning Services, Inc. | 92 | $3.47K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 98 | $3.70K | 0.00% | +98 | New |
| JFS Wealth Advisors, LLC | 101 | $3.81K | 0.00% | +7+7.4% | Added |
| Brown Brothers Harriman & Co | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 116 | $4.38K | 0.00% | +116 | New |
| Parkside Financial Bank & Trust | 126 | $4.76K | 0.00% | −26−17.1% | Reduced |
| FIL Ltd | 128 | $4.83K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 145 | $5.48K | 0.00% | +145 | New |
| True Wealth Design, LLC | 150 | $5.66K | 0.00% | −66−30.6% | Reduced |
| Networth Advisors, LLC | 154 | $5.82K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 166 | $6.27K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 198 | $7.48K | 0.00% | −36−15.4% | Reduced |
| WealthCollab, LLC | 287 | $10.8K | 0.00% | +26+10.0% | Added |
| Quest 10 Wealth Builders, Inc. | 290 | $10.9K | 0.01% | −23−7.3% | Reduced |
| SJS Investment Consulting Inc. | 321 | $12.1K | 0.00% | −34−9.6% | Reduced |
| Capital Advisors, Ltd. LLC | 364 | $14.0K | 0.00% | +184+102.2% | Added |
| MAI Capital Management | 375 | $14.2K | 0.00% | +181+93.3% | Added |
| Root Financial Partners, LLC | 411 | $15.5K | 0.00% | +108+35.6% | Added |
| Financial Consulate, Inc | 420 | $15.9K | 0.00% | −52−11.0% | Reduced |
| AdvisorNet Financial, Inc | 432 | $16.3K | 0.00% | +157+57.1% | Added |
| McGuire Capital Advisors Inc | 441 | $16.7K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 470 | $18.0K | 0.00% | +195+70.9% | Added |
| Parvin Asset Management, LLC | 500 | $18.9K | 0.01% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 469 | $19.2K | 0.00% | −2,633−84.9% | Reduced |
| Triumph Capital Management | 525 | $19.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 539 | $20.4K | 0.00% | −1,596−74.8% | Reduced |
| Versant Capital Management, Inc | 556 | $21.0K | 0.00% | −608−52.2% | Reduced |
| Harbour Investments, Inc. | 566 | $21.4K | 0.00% | +455+409.9% | Added |
| WPG Advisers, LLC | 627 | $23.7K | 0.02% | +4+0.6% | Added |
| Ancora Advisors, LLC | 634 | $23.9K | 0.00% | +493+349.6% | Added |
| The PNC Financial Services Group, Inc. | 714 | $27.0K | 0.00% | −114−13.8% | Reduced |
| Altshuler Shaham Ltd | 851 | $32.1K | 0.00% | +229+36.8% | Added |
| Nomura Asset Management Co Ltd | 870 | $32.9K | 0.00% | +870 | New |
| Quarry LP | 874 | $33.0K | 0.01% | −374−30.0% | Reduced |
| Lloyd Advisory Services, LLC. | 928 | $35.0K | 0.01% | −731−44.1% | Reduced |
| Kingdom Financial Group LLC. | 928 | $35.0K | 0.01% | −31−3.2% | Reduced |
| Rothschild Investment LLC | 936 | $35.3K | 0.00% | −498−34.7% | Reduced |
| STRS Ohio | 989 | $37.3K | 0.00% | −2−0.2% | Reduced |
| Quent Capital, LLC | 1,016 | $38.4K | 0.00% | −129−11.3% | Reduced |
| Bessemer Group Inc | 1,014 | $39.0K | 0.00% | +682+205.4% | Added |
| Rockefeller Capital Management L.P. | 1,098 | $41.5K | 0.00% | −1,682−60.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,200 | $45.3K | 0.00% | −5−0.4% | Reduced |
| Signaturefd, LLC | 1,327 | $50.1K | 0.00% | −23−1.7% | Reduced |
| Sterling Capital Management LLC | 1,388 | $52.4K | 0.00% | −1,059−43.3% | Reduced |
| Islay Capital Management, LLC | 1,500 | $56.6K | 0.03% | −20,329−93.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,520 | $57.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,592 | $60.1K | 0.00% | −335−17.4% | Reduced |
| International Assets Investment Management, LLC | 1,622 | $61.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,701 | $64.2K | 0.00% | +224+15.2% | Added |
