| Huntington National Bank | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 2 | $81 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $122 | 0.00% | +3 | New |
| Dixon Mitchell Investment Counsel Inc. | 5 | $203 | 0.00% | +5 | New |
| WPG Advisers, LLC | 9 | $365 | 0.00% | +9 | New |
| Sunbelt Securities, Inc. | 10 | $403 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 10 | $405 | 0.00% | +10 | New |
| RE Dickinson Investment Advisors, LLC | 14 | $600 | 0.00% | +14 | New |
| Golden State Wealth Management, LLC | 15 | $608 | 0.00% | +15 | New |
| Cullen/Frost Bankers, Inc. | 20 | $811 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 21 | $851 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 27 | $1.00K | 0.00% | +27 | New |
| MCF Advisors LLC | 25 | $1.01K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 24 | $1.02K | 0.00% | −19−44.2% | Reduced |
| Kestra Investment Management, LLC | 25 | $1.02K | 0.00% | +25 | New |
| GAMMA Investing LLC | 28 | $1.14K | 0.00% | −36−56.3% | Reduced |
| Van Hulzen Asset Management, LLC | 28 | $1.14K | 0.00% | +28 | New |
| Logan Capital Management Inc | 30 | $1.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 30 | $1.22K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 30 | $1.22K | 0.00% | +3+11.1% | Added |
| New Wave Wealth Advisors LLC | 32 | $1.30K | 0.00% | +32 | New |
| IFP Advisors, Inc | 36 | $1.46K | 0.00% | +6+20.0% | Added |
| GWM Advisors LLC | 36 | $1.47K | 0.00% | +12+50.0% | Added |
| Evelyn Partners Investment Management Services Ltd | 40 | $1.62K | 0.00% | +40 | New |
| Bellwether Advisors, LLC | 45 | $1.82K | 0.00% | +45 | New |
| Continuum Advisory, LLC | 47 | $1.91K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 50 | $2.03K | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 50 | $2.03K | 0.01% | +50 | New |
| CVA Family Office, LLC | 55 | $2.23K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 58 | $2.34K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 62 | $2.51K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 65 | $2.63K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 65 | $2.63K | 0.00% | +65 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 68 | $2.76K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $3.12K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 86 | $3.49K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 86 | $3.49K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 87 | $3.54K | 0.00% | +17+24.3% | Added |
| Evergreen Private Wealth LLC | 89 | $3.60K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 89 | $3.61K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 92 | $3.73K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 97 | $3.93K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 99 | $4.01K | 0.00% | +99 | New |
| CarsonAllaria Wealth Management, Ltd. | 100 | $4.05K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 107 | $4.34K | 0.00% | +107 | New |
| Global Financial Private Client, LLC | 112 | $4.54K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 114 | $4.62K | 0.00% | −2,813−96.1% | Reduced |
| Clearstead Advisors, LLC | 118 | $4.77K | 0.00% | +44+59.5% | Added |
| Copia Wealth Management | 125 | $5.07K | 0.00% | +125 | New |
| Pinnacle Bancorp, Inc. | 134 | $5.43K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 134 | $5.43K | 0.00% | +134 | New |
| UMA Financial Services, Inc. | 162 | $6.57K | 0.00% | +162 | New |
| SRS Capital Advisors, Inc. | 166 | $6.74K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 142 | $6.80K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 183 | $7.42K | 0.00% | +125+215.5% | Added |
| Hoey Investments, Inc | 200 | $8.11K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 210 | $8.51K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 214 | $8.68K | 0.00% | +2+0.9% | Added |
| Richardson Capital Management LLC | 215 | $8.71K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 234 | $9.47K | 0.00% | +1+0.4% | Added |
| Zions Bancorporation, N.A. | 236 | $9.56K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 237 | $9.61K | 0.00% | +2+0.9% | Added |
| Prestige Wealth Management Group LLC | 240 | $9.73K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 250 | $10.1K | 0.00% | +175+233.3% | Added |
| Brown Brothers Harriman & Co | 301 | $12.2K | 0.00% | −10−3.2% | Reduced |
| Cedar Mountain Advisors, LLC | 322 | $13.1K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 323 | $13.1K | 0.00% | +323 | New |
| Whittier Trust Co of Nevada Inc | 337 | $13.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 349 | $14.1K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 355 | $14.4K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 361 | $14.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 364 | $14.8K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 384 | $15.6K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 385 | $15.6K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 400 | $16.2K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 500 | $20.2K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $20.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 506 | $20.4K | 0.00% | −90−15.1% | Reduced |
| Citizens National Bank Trust Department | 531 | $21.5K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 550 | $22.3K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 554 | $22.5K | 0.02% | +554 | New |
| AdvisorNet Financial, Inc | 603 | $24.4K | 0.00% | −9−1.5% | Reduced |
| Stonebridge Financial Group, LLC | 606 | $24.6K | 0.00% | +606 | New |
| Capital Analysts, LLC | 627 | $25.0K | 0.00% | −32−4.9% | Reduced |
| Bryn Mawr Trust Co | 618 | $25.0K | 0.00% | −140−18.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 646 | $26.2K | 0.01% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 650 | $26.6K | 0.02% | +650 | New |
| Global Trust Asset Management, LLC | 659 | $26.7K | 0.01% | +659 | New |
| First Horizon Advisors, Inc. | 664 | $26.9K | 0.00% | +68+11.4% | Added |
| Bessemer Group Inc | 656 | $27.0K | 0.00% | −4,887−88.2% | Reduced |
| Hillsdale Investment Management Inc. | 700 | $28.3K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 730 | $29.6K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 750 | $30.4K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 799 | $32.4K | 0.03% | −79−9.0% | Reduced |
| Community Bank, N.A. | 804 | $32.6K | 0.00% | +804 | New |
| Private Trust Co NA | 870 | $35.3K | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 897 | $36.0K | 0.00% | −393−30.5% | Reduced |
| Global Retirement Partners, LLC | 940 | $38.1K | 0.00% | −317−25.2% | Reduced |
| Rhumbline Advisers | 947 | $38.4K | 0.00% | 00.0% | Unchanged |