| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Hughes Financial Services, LLC | 1 | $106 | 0.00% | +1 | New |
| Huntington National Bank | 2 | $212 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $213 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $318 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $318 | 0.00% | +3 | New |
| Kilter Group LLC | 3 | $319 | 0.00% | −58−95.1% | Reduced |
| JPL Wealth Management, LLC | 5 | $531 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 7 | $742 | 0.00% | +1+16.7% | Added |
| Manchester Capital Management LLC | 7 | $743 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 7 | $743 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 8 | $849 | 0.00% | −722−98.9% | Reduced |
| Scarborough Advisors, LLC | 8 | $849 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 9 | $955 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 9 | $956 | 0.00% | +4+80.0% | Added |
| Bayforest Capital Ltd | 10 | $1.06K | 0.00% | +10 | New |
| Retirement Wealth Solutions LLC | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $1.17K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $1.17K | 0.00% | +1+10.0% | Added |
| Toth Financial Advisory Corp | 12 | $1.27K | 0.00% | +12 | New |
| Simplex Trading, LLC | 13 | $1.38K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.38K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 13 | $1.38K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 13 | $1.38K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 13 | $1.38K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $1.38K | 0.00% | +6+85.7% | Added |
| Bell Investment Advisors, Inc | 14 | $1.49K | 0.00% | 00.0% | Unchanged |
| Bayban | 16 | $1.70K | 0.00% | +16 | New |
| Sunbelt Securities, Inc. | 18 | $1.91K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 18 | $1.91K | 0.00% | +18 | New |
| Abound Wealth Management | 19 | $2.02K | 0.00% | 00.0% | Unchanged |
| 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 | $3.50K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $3.61K | 0.00% | +13+61.9% | Added |
| Oakworth Capital, Inc. | 36 | $3.82K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 38 | $4.04K | 0.00% | +38 | New |
| SRS Capital Advisors, Inc. | 45 | $4.78K | 0.00% | −137−75.3% | Reduced |
| Highline Wealth Partners LLC | 46 | $4.88K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 47 | $4.99K | 0.00% | +47 | New |
| High Note Wealth, LLC | 52 | $5.52K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 53 | $5.63K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 63 | $6.69K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 62 | $7.00K | 0.00% | +60+3,000.0% | Added |
| Harbor Investment Advisory, LLC | 66 | $7.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 66 | $7.01K | 0.00% | +66 | New |
| Strategic Wealth Partners, Ltd. | 67 | $7.11K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 67 | $7.11K | 0.00% | +4+6.3% | Added |
| TD Waterhouse Canada Inc. | 66 | $7.13K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 72 | $7.64K | 0.00% | +11+18.0% | Added |
| Caitlin John, LLC | 74 | $7.82K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 74 | $7.85K | 0.00% | +70+1,750.0% | Added |
| Rothschild Investment LLC | 80 | $8.49K | 0.00% | +5+6.7% | Added |
| Brown, Lisle/Cummings, Inc. | 86 | $9.13K | 0.00% | +20+30.3% | Added |
| Keating Financial Advisory Services, Inc. | 89 | $9.45K | 0.00% | +41+85.4% | Added |
| Allworth Financial LP | 97 | $10.3K | 0.00% | −297−75.4% | Reduced |
| Danske Bank A/S | 100 | $10.6K | 0.00% | −500−83.3% | Reduced |
| Private Wealth Management Group, LLC | 108 | $11.5K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 110 | $11.7K | 0.00% | +110 | New |
| Parallel Advisors, LLC | 115 | $12.2K | 0.00% | +5+4.5% | Added |
| Bare Financial Services, Inc | 115 | $12.2K | 0.00% | +5+4.5% | Added |
| Massmutual Trust Co FSB | 118 | $12.5K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 125 | $13.3K | 0.01% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 129 | $13.7K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 133 | $14.1K | 0.01% | +133 | New |
| Parkside Financial Bank & Trust | 142 | $15.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 143 | $15.2K | 0.00% | −51−26.3% | Reduced |
| Sound Income Strategies, LLC | 151 | $16.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 155 | $16.5K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 173 | $18.4K | 0.00% | +37+27.2% | Added |
| Los Angeles Capital Management LLC | 200 | $21.2K | 0.00% | −7,618−97.4% | Reduced |
| MCF Advisors LLC | 200 | $21.2K | 0.00% | +200 | New |
| RWM Asset Management, LLC | 210 | $22.3K | 0.00% | +210 | New |
| Umb Bank N A | 220 | $23.4K | 0.00% | +5+2.3% | Added |
| Millstone Evans Group, LLC | 226 | $24.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 225 | $24.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 231 | $24.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 234 | $25.0K | 0.00% | +112+91.8% | Added |
| Kemnay Advisory Services Inc. | 241 | $25.6K | 0.00% | −742−75.5% | Reduced |
| Assetmark, Inc | 241 | $25.6K | 0.00% | +23+10.6% | Added |
| Asset Dedication, LLC | 250 | $26.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 279 | $29.6K | 0.00% | +279 | New |
| Nomura Asset Management Co Ltd | 290 | $30.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 297 | $31.5K | 0.00% | +297 | New |
| Advisory Services Network, LLC | 301 | $32.0K | 0.00% | +301 | New |
| Farther Finance Advisors, LLC | 303 | $32.7K | 0.00% | −4−1.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 311 | $33.0K | 0.00% | +22+7.6% | Added |
| Essex Investment Management Co LLC | 331 | $35.1K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 462 | $49.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 503 | $54.2K | 0.00% | +195+63.3% | Added |
| EverSource Wealth Advisors, LLC | 562 | $59.7K | 0.00% | +74+15.2% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 582 | $61.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 608 | $64.5K | 0.00% | −111−15.4% | Reduced |
| Signaturefd, LLC | 621 | $65.9K | 0.00% | +84+15.6% | Added |
| Whittier Trust Co | 695 | $73.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 706 | $74.9K | 0.00% | −21−2.9% | Reduced |
| Ronald Blue Trust, Inc. | 719 | $76.3K | 0.00% | −220−23.4% | Reduced |
| Tradewinds Capital Management, LLC | 733 | $77.8K | 0.02% | 00.0% | Unchanged |