| Huntington National Bank | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $46 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4 | $146 | 0.00% | +4 | New |
| Vermillion Wealth Management, Inc. | 4 | $146 | 0.00% | +4 | New |
| Marquette Asset Management, LLC | 5 | $183 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $183 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 6 | $220 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 8 | $293 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9 | $329 | 0.00% | −9−50.0% | Reduced |
| Bogart Wealth, LLC | 10 | $366 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $366 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $439 | 0.00% | +5+71.4% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $476 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 13 | $476 | 0.00% | +13 | New |
| Manchester Capital Management LLC | 14 | $513 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 14 | $513 | 0.00% | +4+40.0% | Added |
| Torren Management, LLC | 15 | $549 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 15 | $549 | 0.00% | +15 | New |
| Intentional Wealth Strategies, LLC | 15 | $549 | 0.00% | +15 | New |
| SHP Wealth Management | 16 | $585 | 0.00% | +8+100.0% | Added |
| TFC Financial Management | 16 | $586 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 17 | $622 | 0.00% | −13−43.3% | Reduced |
| Geneos Wealth Management Inc. | 20 | $732 | 0.00% | −59−74.7% | Reduced |
| USA Financial Portformulas Corp | 22 | $805 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 22 | $805 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 22 | $805 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 23 | $842 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 23 | $842 | 0.00% | +6+35.3% | Added |
| Bruce G. Allen Investments, LLC | 24 | $878 | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 25 | $915 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 26 | $951 | 0.00% | +26 | New |
| Sunbelt Securities, Inc. | 30 | $1.10K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 32 | $1.17K | 0.00% | +32 | New |
| Raleigh Capital Management Inc. | 35 | $1.28K | 0.00% | +35 | New |
| MV Capital Management, Inc. | 37 | $1.35K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 39 | $1.43K | 0.00% | −62−61.4% | Reduced |
| Financial Network Wealth Advisors LLC | 40 | $1.46K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 41 | $1.50K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 42 | $1.54K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $1.54K | 0.00% | +8+23.5% | Added |
| Rothschild Investment LLC | 49 | $1.79K | 0.00% | −2−3.9% | Reduced |
| WPG Advisers, LLC | 51 | $1.87K | 0.00% | −10−16.4% | Reduced |
| Park Square Financial Group, LLC | 51 | $1.87K | 0.01% | +51 | New |
| UMA Financial Services, Inc. | 52 | $1.90K | 0.00% | +23+79.3% | Added |
| NVWM, LLC | 53 | $1.94K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 60 | $2.19K | 0.00% | +60 | New |
| Bell Investment Advisors, Inc | 62 | $2.27K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 65 | $2.38K | 0.00% | +7+12.1% | Added |
| Signature Equity Partners, LLC | 66 | $2.42K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 68 | $2.49K | 0.00% | +20+41.7% | Added |
| Clearstead Advisors, LLC | 69 | $2.52K | 0.00% | −212−75.4% | Reduced |
| Farmers & Merchants Investments Inc | 72 | $2.63K | 0.00% | −3−4.0% | Reduced |
| 1 North Wealth Services LLC | 75 | $2.74K | 0.00% | +75 | New |
| ZRC Wealth Management, LLC | 76 | $2.78K | 0.00% | +24+46.2% | Added |
| Central Trust Co | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 89 | $3.26K | 0.00% | +89 | New |
| Harbor Investment Advisory, LLC | 90 | $3.29K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 95 | $3.52K | 0.00% | +76+400.0% | Added |
| Altshuler Shaham Ltd | 100 | $3.66K | 0.00% | +100 | New |
| Private Wealth Management Group, LLC | 101 | $3.70K | 0.00% | −15−12.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 113 | $4.13K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 117 | $4.28K | 0.00% | +117 | New |
| National Bank of Canada | 118 | $4.31K | 0.00% | +78+195.0% | Added |
| Brown, Lisle/Cummings, Inc. | 118 | $4.32K | 0.00% | +118 | New |
| Natixis | 120 | $4.39K | 0.00% | +120 | New |
| Zions Bancorporation, National Association | 126 | $4.61K | 0.00% | +96+320.0% | Added |
| International Assets Investment Management, LLC | 143 | $5.30K | 0.00% | −29−16.9% | Reduced |
| Smartleaf Asset Management LLC | 154 | $5.47K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 171 | $6.26K | 0.00% | +171 | New |
| Ronald Blue Trust, Inc. | 194 | $7.10K | 0.00% | −438−69.3% | Reduced |
| Massmutual Trust Co FSB | 196 | $7.17K | 0.00% | +21+12.0% | Added |
| Estabrook Capital Management | 225 | $8.23K | 0.00% | +25+12.5% | Added |
| Private Trust Co NA | 239 | $8.74K | 0.00% | −108−31.1% | Reduced |
| Parkside Financial Bank & Trust | 241 | $8.82K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 250 | $9.15K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 267 | $9.77K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 292 | $10.7K | 0.00% | −26−8.2% | Reduced |
| Los Angeles Capital Management LLC | 295 | $10.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 295 | $11.0K | 0.00% | +104+54.5% | Added |
| Root Financial Partners, LLC | 318 | $11.6K | 0.00% | +4+1.3% | Added |
| Transamerica Financial Advisors, Inc. | 327 | $12.0K | 0.00% | +87+36.3% | Added |
| Signaturefd, LLC | 347 | $12.7K | 0.00% | +189+119.6% | Added |
| EFG International AG | 359 | $13.1K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 379 | $13.9K | 0.00% | +18+5.0% | Added |
| Allworth Financial LP | 385 | $14.1K | 0.00% | +47+13.9% | Added |
| Harbour Investments, Inc. | 390 | $14.3K | 0.00% | +240+160.0% | Added |
| Costello Asset Management, INC | 400 | $14.6K | 0.01% | −300−42.9% | Reduced |
| Atlantic Union Bankshares Corp | 400 | $14.6K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 460 | $16.8K | 0.01% | +460 | New |
| First Horizon Corp | 462 | $16.9K | 0.00% | −124−21.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 480 | $17.6K | 0.00% | +271+129.7% | Added |
| Caldwell Trust Co | 500 | $18.3K | 0.00% | +500 | New |
| AdvisorNet Financial, Inc | 507 | $18.6K | 0.00% | −148−22.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 550 | $20.1K | 0.00% | +487+773.0% | Added |
| Richardson Financial Services Inc. | 551 | $20.2K | 0.01% | −20−3.5% | Reduced |
| Nomura Asset Management Co Ltd | 660 | $24.1K | 0.00% | +660 | New |
| US Bancorp | 706 | $25.8K | 0.00% | −171−19.5% | Reduced |
| Quarry LP | 760 | $27.8K | 0.01% | −356−31.9% | Reduced |