| Huntington National Bank | 1 | $45 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $45 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $45 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $135 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $136 | 0.00% | −2−40.0% | Reduced |
| TD Waterhouse Canada Inc. | 4 | $178 | 0.00% | +4 | New |
| Private Trust Co NA | 5 | $225 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 7 | $315 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 7 | $315 | 0.00% | +7 | New |
| Gilpin Wealth Management, LLC | 9 | $406 | 0.00% | +4+80.0% | Added |
| Cedar Mountain Advisors, LLC | 10 | $451 | 0.00% | −1−9.1% | Reduced |
| Fortitude Family Office, LLC | 10 | $451 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 14 | $631 | 0.00% | +14 | New |
| Prestige Wealth Management Group LLC | 16 | $721 | 0.00% | +16 | New |
| Bruce G. Allen Investments, LLC | 28 | $1.26K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 28 | $1.26K | 0.00% | +28 | New |
| SBI Securities Co., Ltd. | 31 | $1.40K | 0.00% | +17+121.4% | Added |
| Root Financial Partners, LLC | 32 | $1.44K | 0.00% | +32 | New |
| SJS Investment Consulting Inc. | 35 | $1.58K | 0.00% | +35 | New |
| Atlantic Union Bankshares Corp | 43 | $1.94K | 0.00% | +43 | New |
| Capital Advisors, Ltd. LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 50 | $2.25K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 72 | $3.24K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 75 | $3.38K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 75 | $3.38K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 79 | $3.56K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 82 | $3.69K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 84 | $3.79K | 0.00% | +84 | New |
| Sound Income Strategies, LLC | 99 | $4.44K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 100 | $4.51K | 0.00% | −100−50.0% | Reduced |
| Rothschild Investment LLC | 116 | $5.23K | 0.00% | +19+19.6% | Added |
| Basecamp Wealth Advisors LLC | 120 | $5.41K | 0.00% | −4−3.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 112 | $5.63K | 0.00% | +35+45.5% | Added |
| Parallel Advisors, LLC | 126 | $5.68K | 0.00% | +10+8.6% | Added |
| International Assets Investment Management, LLC | 130 | $5.83K | 0.00% | −790−85.9% | Reduced |
| Larson Financial Group LLC | 134 | $6.04K | 0.00% | +54+67.5% | Added |
| Armstrong Advisory Group, Inc | 150 | $6.76K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 150 | $6.76K | 0.00% | +150 | New |
| MAI Capital Management | 152 | $6.85K | 0.00% | +137+913.3% | Added |
| Owl Creek Wealth Partners LLC | 165 | $7.43K | 0.00% | +165 | New |
| Kingdom Financial Group LLC. | 178 | $8.02K | 0.00% | −253−58.7% | Reduced |
| Lloyd Advisory Services, LLC. | 178 | $8.02K | 0.00% | +178 | New |
| Bare Financial Services, Inc | 179 | $8.07K | 0.00% | +15+9.1% | Added |
| Ares Financial Consulting, LLC | 185 | $8.29K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 185 | $8.34K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 189 | $8.52K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 200 | $9.01K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 250 | $11.3K | 0.00% | +250 | New |
| Umb Bank N A | 301 | $13.6K | 0.00% | +26+9.5% | Added |
| Kemnay Advisory Services Inc. | 309 | $13.9K | 0.00% | +309 | New |
| GHP Investment Advisors, Inc. | 314 | $14.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 341 | $15.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 355 | $16.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 388 | $17.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 510 | $23.0K | 0.00% | +436+589.2% | Added |
| Salomon & Ludwin, LLC | 591 | $26.5K | 0.00% | +178+43.1% | Added |
| Matrix Trust Co | 596 | $27.0K | 0.00% | +14+2.4% | Added |
| National Bank of Canada | 600 | $27.0K | 0.00% | +8+1.4% | Added |
| University of Texas/Texas Am Investment Managment Co | 640 | $28.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 651 | $29.3K | 0.00% | +380+140.2% | Added |
| Whittier Trust Co | 693 | $31.4K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 700 | $31.5K | 0.02% | +700 | New |
| Hantz Financial Services, Inc. | 718 | $32.0K | 0.00% | +48+7.2% | Added |
| EverSource Wealth Advisors, LLC | 725 | $32.7K | 0.00% | −161−18.2% | Reduced |
| Advisory Services Network, LLC | 742 | $33.4K | 0.00% | +742 | New |
| Versant Capital Management, Inc | 863 | $38.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 868 | $39.1K | 0.00% | +67+8.4% | Added |
| Cullen/Frost Bankers, Inc. | 881 | $39.7K | 0.00% | +115+15.0% | Added |
| Nisa Investment Advisors, LLC | 926 | $41.7K | 0.00% | +56+6.4% | Added |
| Rockefeller Capital Management L.P. | 983 | $44.3K | 0.00% | −1,882−65.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,621 | $44.4K | 0.01% | +492+43.6% | Added |
| Sunrise Financial Services, LLC | 992 | $44.7K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,020 | $45.5K | 0.00% | −766−42.9% | Reduced |
| Farther Finance Advisors, LLC | 1,017 | $45.6K | 0.00% | +24+2.4% | Added |
| Plato Investment Management Ltd | 1,084 | $48.9K | 0.00% | −7,770−87.8% | Reduced |
| SRS Capital Advisors, Inc. | 1,156 | $52.1K | 0.00% | +54+4.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,163 | $52.4K | 0.01% | +45+4.0% | Added |
| Bessemer Group Inc | 1,258 | $57.0K | 0.00% | −647−34.0% | Reduced |
| WealthCollab, LLC | 1,300 | $58.6K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,381 | $62.2K | 0.01% | +1,343+3,534.2% | Added |
| Smithfield Trust Co | 1,600 | $72.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,630 | $73.4K | 0.00% | +1,630 | New |
| Nomura Asset Management Co Ltd | 1,640 | $73.9K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,667 | $75.1K | 0.04% | −518−23.7% | Reduced |
| Jones Financial Companies LLLP | 1,900 | $87.3K | 0.00% | +88+4.9% | Added |
| Covestor Ltd | 2,108 | $94.0K | 0.07% | −535−20.2% | Reduced |
| Allworth Financial LP | 2,159 | $97.3K | 0.00% | +116+5.7% | Added |
| GAMMA Investing LLC | 2,395 | $107.9K | 0.01% | +222+10.2% | Added |
| KBC Group NV | 2,840 | $128.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 2,893 | $130.4K | 0.15% | −3,946−57.7% | Reduced |
| CWM, LLC | 3,159 | $142.3K | 0.00% | +692+28.1% | Added |
| HB Wealth Management, LLC | 4,441 | $200.1K | 0.00% | +4,441 | New |
| Massar Capital Management, LP | 4,441 | $200.1K | 0.04% | +4,441 | New |
| Canopy Partners, LLC | 4,785 | $215.6K | 0.07% | +4,785 | New |
| Crossmark Global Holdings, Inc. | 4,854 | $218.7K | 0.00% | +4,854 | New |
| WSFS Capital Management, LLC | 4,925 | $221.9K | 0.01% | +4,925 | New |
| Jupiter Asset Management Ltd | 4,945 | $222.8K | 0.00% | +4,945 | New |
| Gateway Wealth Partners, LLC | 5,000 | $225.3K | 0.01% | +5,000 | New |
| Pacific Point Advisors, LLC | 5,000 | $225.3K | 0.12% | +5,000 | New |
