| Huntington National Bank | 1 | $18 | 0.00% | −22−95.7% | Reduced |
| DV Trading LLC | 1 | $18 | 0.00% | +1 | New |
| Activest Wealth Management | 2 | $37 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $55 | 0.00% | +3 | New |
| Crewe Advisors LLC | 3 | $56 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 4 | $81 | 0.00% | +4 | New |
| Investors Research Corp | 5 | $92 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 6 | $111 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 9 | $166 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $166 | 0.00% | +9 | New |
| Vermillion Wealth Management, Inc. | 10 | $184 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $221 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 17 | $313 | 0.00% | +17 | New |
| Gilpin Wealth Management, LLC | 18 | $332 | 0.00% | +18 | New |
| Proathlete Wealth Management LLC | 20 | $368 | 0.00% | +10+100.0% | Added |
| Sunrise Financial Services, LLC | 20 | $368 | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 20 | $369 | 0.00% | +14+233.3% | Added |
| Flagship Harbor Advisors, LLC | 22 | $405 | 0.00% | +22 | New |
| DiNuzzo Private Wealth, Inc. | 22 | $405 | 0.00% | +22 | New |
| MAI Capital Management | 28 | $516 | 0.00% | +28 | New |
| Caitlin John, LLC | 30 | $552 | 0.00% | −250−89.3% | Reduced |
| Raffa Wealth Management, LLC | 30 | $552 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $552 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 30 | $552 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 31 | $571 | 0.00% | +31 | New |
| JFS Wealth Advisors, LLC | 35 | $644 | 0.00% | +35 | New |
| SHP Wealth Management | 35 | $644 | 0.00% | +35 | New |
| SRS Capital Advisors, Inc. | 36 | $662 | 0.00% | −1,820−98.1% | Reduced |
| Ankerstar Wealth, LLC | 37 | $681 | 0.00% | +37 | New |
| Whittier Trust Co | 38 | $695 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 38 | $699 | 0.00% | +38 | New |
| Evermay Wealth Management LLC | 40 | $736 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 49 | $902 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 53 | $975 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 57 | $1.05K | 0.00% | +57 | New |
| Chilton Capital Management LLC | 58 | $1.07K | 0.00% | +58 | New |
| SWAN Capital LLC | 66 | $1.21K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 70 | $1.29K | 0.00% | +67+2,233.3% | Added |
| Torren Management, LLC | 72 | $1.32K | 0.00% | +72 | New |
| Turning Point Benefit Group, Inc. | 78 | $1.44K | 0.00% | +78 | New |
| Harbour Investments, Inc. | 92 | $1.69K | 0.00% | +86+1,433.3% | Added |
| Kilter Group LLC | 93 | $1.71K | 0.00% | −47−33.6% | Reduced |
| Bayban | 100 | $1.84K | 0.00% | +100 | New |
| Meeder Asset Management Inc | 106 | $1.95K | 0.00% | +72+211.8% | Added |
| Farmers & Merchants Investments Inc | 110 | $2.02K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 111 | $2.04K | 0.00% | +111 | New |
| UMA Financial Services, Inc. | 134 | $2.47K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 151 | $2.78K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 152 | $2.80K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 157 | $2.89K | 0.00% | +157 | New |
| Bell Investment Advisors, Inc | 159 | $2.93K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 161 | $2.96K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 163 | $3.00K | 0.00% | +123+307.5% | Added |
| Sycomore Asset Management | 1,600 | $3.00K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 181 | $3.33K | 0.00% | +181 | New |
| Prestige Wealth Management Group LLC | 185 | $3.40K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 196 | $3.61K | 0.00% | +196 | New |
| CDKV Holdings LLC | 200 | $3.68K | 0.00% | +200 | New |
| Larson Financial Group LLC | 217 | $3.99K | 0.00% | +51+30.7% | Added |
| Signature Equity Partners, LLC | 220 | $4.05K | 0.00% | +220 | New |
| TD Waterhouse Canada Inc. | 225 | $4.14K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 273 | $5.02K | 0.00% | +80+41.5% | Added |
| True Wealth Design, LLC | 281 | $5.17K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 300 | $5.52K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 300 | $5.52K | 0.00% | +285+1,900.0% | Added |
| Medallion Wealth Advisors, LLC | 330 | $6.07K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 360 | $6.62K | 0.00% | −59−14.1% | Reduced |
| Rothschild Investment LLC | 361 | $6.64K | 0.00% | −29−7.4% | Reduced |
| Bare Financial Services, Inc | 370 | $6.81K | 0.00% | +217+141.8% | Added |
| Natixis | 377 | $6.94K | 0.00% | +377 | New |
| Versant Capital Management, Inc | 413 | $7.60K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 500 | $9.20K | 0.00% | −500−50.0% | Reduced |
| Clean Yield Group | 508 | $9.35K | 0.00% | +508 | New |
| Country Trust Bank | 550 | $10.1K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 635 | $11.7K | 0.00% | +635 | New |
| Sound Income Strategies, LLC | 643 | $11.7K | 0.00% | +643 | New |
| Elequin Capital LP | 688 | $12.7K | 0.00% | +688 | New |
| Global Retirement Partners, LLC | 721 | $13.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 797 | $14.7K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 820 | $15.1K | 0.00% | +820 | New |
| Massmutual Trust Co FSB | 993 | $18.3K | 0.00% | +81+8.9% | Added |
| Perkins Coie Trust Co | 1,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1,000 | $18.4K | 0.00% | +700+233.3% | Added |
| Bryn Mawr Trust Co | 1,020 | $18.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,104 | $20.3K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,000 | $20.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,132 | $20.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,162 | $21.4K | 0.00% | +280+31.7% | Added |
| CIBC Private Wealth Group, LLC | 1,171 | $21.5K | 0.00% | +343+41.4% | Added |
| USCF Advisers LLC | 1,300 | $23.9K | 4.54% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,390 | $25.6K | 0.00% | −187−11.9% | Reduced |
| Allworth Financial LP | 1,400 | $25.8K | 0.00% | +269+23.8% | Added |
| Golden State Wealth Management, LLC | 1,430 | $26.3K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,431 | $26.3K | 0.00% | −372−20.6% | Reduced |
| Farther Finance Advisors, LLC | 1,449 | $26.7K | 0.00% | +885+156.9% | Added |
| Caitong International Asset Management Co., Ltd | 1,466 | $27.0K | 0.01% | +1,466 | New |
| Covestor Ltd | 1,443 | $27.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,519 | $28.0K | 0.00% | +564+59.1% | Added |
| Kestra Advisory Services, LLC | 1,616 | $29.7K | 0.00% | +1,616 | New |