| Huntington National Bank | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $63 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $64 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2 | $127 | 0.00% | +2 | New |
| International Assets Investment Management, LLC | 2 | $127 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 3 | $190 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $191 | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $317 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 6 | $380 | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 6 | $380 | 0.00% | +6 | New |
| Gilpin Wealth Management, LLC | 6 | $381 | 0.00% | +2+50.0% | Added |
| Prestige Wealth Management Group LLC | 6 | $381 | 0.00% | +6 | New |
| Vermillion Wealth Management, Inc. | 7 | $443 | 0.00% | +7 | New |
| Sachetta, LLC | 7 | $444 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 8 | $507 | 0.00% | +1+14.3% | Added |
| Gill Capital Partners, LLC | 8 | $507 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 9 | $570 | 0.00% | +2+28.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $697 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $697 | 0.00% | +1+10.0% | Added |
| Vanguard Advisers Inc | 11 | $697 | 0.00% | +11 | New |
| 1620 Investment Advisors, Inc. | 12 | $760 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 12 | $760 | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 13 | $823 | 0.00% | +1+8.3% | Added |
| Sunbelt Securities, Inc. | 13 | $824 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 15 | $950 | 0.00% | +5+50.0% | Added |
| Rossby Financial, LCC | 15 | $956 | 0.00% | +15 | New |
| Zions Bancorporation, National Association | 16 | $1.01K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 16 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $1.01K | 0.00% | +16 | New |
| Whipplewood Advisors, LLC | 16 | $1.01K | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 20 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 20 | $1.27K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $1.33K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 22 | $1.39K | 0.00% | −4−15.4% | Reduced |
| Salem Investment Counselors Inc | 25 | $1.58K | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 26 | $1.65K | 0.00% | +8+44.4% | Added |
| JPL Wealth Management, LLC | 30 | $1.90K | 0.00% | +30 | New |
| Farmers & Merchants Investments Inc | 31 | $1.96K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 34 | $2.15K | 0.00% | +11+47.8% | Added |
| Manning & Napier Advisors LLC | 36 | $2.19K | 0.00% | +36 | New |
| Moisand Fitzgerald Tamayo, LLC | 39 | $2.47K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 44 | $2.79K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 46 | $2.92K | 0.00% | −903−95.2% | Reduced |
| Colonial Trust Co | 48 | $2.93K | 0.00% | +3+6.7% | Added |
| Spire Wealth Management | 50 | $3.17K | 0.00% | −390−88.6% | Reduced |
| J.Safra Asset Management Corp | 52 | $3.29K | 0.00% | +52 | New |
| Optiver Holding B.V. | 56 | $3.55K | 0.00% | −55−49.5% | Reduced |
| Key Financial Inc | 57 | $3.61K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 65 | $4.12K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 68 | $4.31K | 0.00% | −467−87.3% | Reduced |
| Massmutual Trust Co FSB | 70 | $4.43K | 0.00% | +8+12.9% | Added |
| Crews Bank & Trust | 71 | $4.50K | 0.00% | +71 | New |
| Red Tortoise LLC | 75 | $4.75K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 76 | $4.82K | 0.00% | −575−88.3% | Reduced |
| Fortitude Family Office, LLC | 82 | $5.20K | 0.00% | +40+95.2% | Added |
| CVA Family Office, LLC | 83 | $5.26K | 0.00% | +83 | New |
| Keating Financial Advisory Services, Inc. | 85 | $5.38K | 0.00% | −131−60.6% | Reduced |
| WealthCollab, LLC | 88 | $5.58K | 0.00% | −21−19.3% | Reduced |
| Private Wealth Management Group, LLC | 89 | $5.64K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 85 | $5.66K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 91 | $5.76K | 0.00% | +11+13.8% | Added |
| Costello Asset Management, INC | 100 | $6.33K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 109 | $6.91K | 0.00% | +109 | New |
| Cedar Mountain Advisors, LLC | 113 | $7.16K | 0.00% | +110+3,666.7% | Added |
| Rothschild Investment LLC | 115 | $7.29K | 0.00% | +3+2.7% | Added |
| JFS Wealth Advisors, LLC | 116 | $7.35K | 0.00% | −1−0.9% | Reduced |
| MAI Capital Management | 124 | $7.86K | 0.00% | +105+552.6% | Added |
| Assetmark, Inc | 144 | $9.12K | 0.00% | +75+108.7% | Added |
| AdvisorNet Financial, Inc | 147 | $9.31K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 153 | $9.69K | 0.00% | +36+30.8% | Added |
| Sound Income Strategies, LLC | 161 | $10.3K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 175 | $11.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 191 | $12.1K | 0.00% | −24−11.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 192 | $12.2K | 0.00% | +14+7.9% | Added |
| Acumen Wealth Advisors, LLC | 201 | $12.7K | 0.00% | +201 | New |
| Hantz Financial Services, Inc. | 212 | $13.0K | 0.00% | +78+58.2% | Added |
| True Wealth Design, LLC | 230 | $14.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 266 | $16.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 260 | $17.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 284 | $18.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 286 | $18.1K | 0.00% | −4−1.4% | Reduced |
| Brown Brothers Harriman & Co | 290 | $18.4K | 0.00% | −76−20.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 290 | $18.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 314 | $19.9K | 0.00% | +36+12.9% | Added |
| Essential Partners LLC | 322 | $20.4K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 340 | $21.5K | 0.01% | −92−21.3% | Reduced |
| Kemnay Advisory Services Inc. | 384 | $24.3K | 0.00% | −1,126−74.6% | Reduced |
| Harbor Capital Advisors, Inc. | 390 | $25.0K | 0.00% | +151+63.2% | Added |
| Kilter Group LLC | 495 | $31.4K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 600 | $38.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 606 | $38.4K | 0.00% | −215−26.2% | Reduced |
| Nomura Asset Management Co Ltd | 620 | $39.3K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 671 | $42.5K | 0.02% | +91+15.7% | Added |
| Eurizon Capital SGR S.p.A. | 719 | $44.0K | 0.00% | +365+103.1% | Added |
| North Star Investment Management Corp. | 700 | $44.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 700 | $44.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 700 | $44.3K | 0.00% | +26+3.9% | Added |