| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Dunhill Financial, LLC | 1 | $93 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $106 | 0.00% | +1 | New |
| Huntington National Bank | 2 | $213 | 0.00% | −9−81.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $213 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $319 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $425 | 0.00% | −13−76.5% | Reduced |
| Gilpin Wealth Management, LLC | 5 | $532 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 6 | $637 | 0.00% | +3+100.0% | Added |
| Cornerstone Financial Management LLC | 7 | $744 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $745 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $745 | 0.00% | +7 | New |
| Scarborough Advisors, LLC | 8 | $851 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 9 | $957 | 0.00% | +9 | New |
| Rialto Wealth Management, LLC | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 10 | $1.06K | 0.00% | +2+25.0% | Added |
| True Wealth Design, LLC | 11 | $1.17K | 0.00% | −1−8.3% | Reduced |
| Aventura Private Wealth, LLC | 13 | $1.38K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 13 | $1.38K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 13 | $1.38K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $1.49K | 0.00% | −5−26.3% | Reduced |
| Sunbelt Securities, Inc. | 18 | $1.91K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 19 | $2.02K | 0.00% | −87−82.1% | Reduced |
| Fortitude Family Office, LLC | 21 | $2.23K | 0.00% | +6+40.0% | Added |
| Hollencrest Capital Management | 23 | $2.44K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 26 | $2.76K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 33 | $3.51K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 36 | $3.83K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 46 | $4.89K | 0.00% | −34−42.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 48 | $5.10K | 0.00% | +48 | New |
| High Note Wealth, LLC | 52 | $5.53K | 0.00% | −3−5.5% | Reduced |
| IFP Advisors, Inc | 53 | $5.63K | 0.00% | −22−29.3% | Reduced |
| Clearstead Advisors, LLC | 54 | $5.74K | 0.00% | −256−82.6% | Reduced |
| Brown Brothers Harriman & Co | 61 | $6.49K | 0.00% | +61 | New |
| Kilter Group LLC | 61 | $6.49K | 0.00% | +61 | New |
| Farmers & Merchants Investments Inc | 63 | $6.70K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 63 | $6.70K | 0.00% | +14+28.6% | Added |
| TD Waterhouse Canada Inc. | 66 | $7.01K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 66 | $7.02K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 66 | $7.02K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 67 | $7.12K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 68 | $7.23K | 0.00% | −6−8.1% | Reduced |
| Caitlin John, LLC | 74 | $7.83K | 0.01% | −2−2.6% | Reduced |
| Rothschild Investment LLC | 75 | $7.97K | 0.00% | +5+7.1% | Added |
| Private Wealth Management Group, LLC | 108 | $11.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 110 | $11.7K | 0.00% | +9+8.9% | Added |
| Bare Financial Services, Inc | 110 | $11.7K | 0.00% | +21+23.6% | Added |
| CIBC Private Wealth Group, LLC | 111 | $11.8K | 0.00% | +11+11.0% | Added |
| MPWM Advisory Solutions, LLC | 113 | $12.0K | 0.01% | +113 | New |
| Massmutual Trust Co FSB | 118 | $12.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 122 | $13.0K | 0.00% | +54+79.4% | Added |
| Richardson Capital Management LLC | 125 | $13.3K | 0.01% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 129 | $13.7K | 0.01% | +129 | New |
| Root Financial Partners, LLC | 136 | $14.5K | 0.00% | +40+41.7% | Added |
| Parkside Financial Bank & Trust | 142 | $15.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 155 | $16.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 151 | $17.4K | 0.00% | +151 | New |
| Plante Moran Financial Advisors, LLC | 165 | $17.5K | 0.00% | +165 | New |
| Rocky Mountain Advisers, LLC | 166 | $17.6K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 182 | $19.4K | 0.00% | −75−29.2% | Reduced |
| Quarry LP | 186 | $19.8K | 0.00% | −217−53.8% | Reduced |
| Quent Capital, LLC | 194 | $20.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 215 | $22.9K | 0.00% | −29−11.9% | Reduced |
| Assetmark, Inc | 218 | $23.2K | 0.00% | +95+77.2% | Added |
| Smithfield Trust Co | 225 | $24.0K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 226 | $24.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 231 | $24.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 250 | $26.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 289 | $30.7K | 0.00% | −17−5.6% | Reduced |
| Nomura Asset Management Co Ltd | 290 | $30.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 307 | $32.6K | 0.00% | +130+73.4% | Added |
| Salomon & Ludwin, LLC | 308 | $33.5K | 0.00% | −46−13.0% | Reduced |
| Essex Investment Management Co LLC | 331 | $35.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 357 | $38.0K | 0.00% | +7+2.0% | Added |
| SageView Advisory Group, LLC | 387 | $41.2K | 0.00% | +387 | New |
| Allworth Financial LP | 394 | $41.9K | 0.00% | +314+392.5% | Added |
| Trust Co of Toledo NA | 462 | $49.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 488 | $51.9K | 0.00% | −214−30.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 522 | $55.5K | 0.05% | −265−33.7% | Reduced |
| Signaturefd, LLC | 537 | $57.1K | 0.00% | −27−4.8% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 582 | $61.9K | 0.00% | +582 | New |
| Danske Bank A/S | 600 | $63.8K | 0.00% | −100−14.3% | Reduced |
| Whittier Trust Co | 695 | $75.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 719 | $76.4K | 0.00% | +380+112.1% | Added |
| Harbour Investments, Inc. | 724 | $77.0K | 0.00% | +34+4.9% | Added |
| Public Employees Retirement System of Ohio | 727 | $77.3K | 0.00% | −12−1.6% | Reduced |
| Torren Management, LLC | 730 | $77.7K | 0.04% | +730 | New |
| Tradewinds Capital Management, LLC | 733 | $77.9K | 0.02% | −600−45.0% | Reduced |
| Versant Capital Management, Inc | 842 | $89.5K | 0.01% | +7+0.8% | Added |
| DekaBank Deutsche Girozentrale | 1,093 | $92.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 900 | $95.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 923 | $98.0K | 0.00% | +95+11.5% | Added |
| Ronald Blue Trust, Inc. | 939 | $99.8K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 971 | $103.2K | 0.01% | +824+560.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 977 | $103.9K | 0.01% | +977 | New |
| Kemnay Advisory Services Inc. | 983 | $104.5K | 0.02% | +983 | New |