| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 1 | $51 | 0.00% | −36−97.3% | Reduced |
| Strengthening Families & Communities, LLC | 1 | $51 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $52 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $52 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 2 | $102 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 2 | $112 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $256 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 5 | $256 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 5 | $256 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $307 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 7 | $359 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $359 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $359 | 0.00% | +2+40.0% | Added |
| CWM Advisors, LLC | 8 | $401 | 0.00% | −9−52.9% | Reduced |
| American National Bank | 9 | $459 | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 10 | $512 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 10 | $512 | 0.00% | +10 | New |
| Creative Financial Designs Inc | 11 | $563 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $614 | 0.00% | −11−47.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 12 | $614 | 0.00% | +1+9.1% | Added |
| Manchester Capital Management LLC | 16 | $819 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 17 | $857 | 0.00% | −86−83.5% | Reduced |
| HM Payson & Co | 17 | $870 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 18 | $921 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $921 | 0.00% | +9+100.0% | Added |
| Brown, Lisle/Cummings, Inc. | 21 | $1.07K | 0.00% | −17−44.7% | Reduced |
| Trust Co of Toledo NA | 21 | $1.07K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 24 | $1.23K | 0.00% | −135−84.9% | Reduced |
| Godfrey Financial Associates, Inc. | 24 | $1.23K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 25 | $1.23K | 0.00% | +25 | New |
| Assetmark, Inc | 25 | $1.28K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 26 | $1.33K | 0.00% | +26 | New |
| Torren Management, LLC | 26 | $1.35K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 28 | $1.43K | 0.00% | −40−58.8% | Reduced |
| Horizon Financial Services, LLC | 28 | $1.43K | 0.00% | +28 | New |
| WealthCollab, LLC | 29 | $1.48K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 29 | $1.48K | 0.00% | +29 | New |
| Versant Capital Management, Inc | 30 | $1.53K | 0.00% | −113−79.0% | Reduced |
| Fortitude Family Office, LLC | 32 | $1.64K | 0.00% | −7−17.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 35 | $1.79K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 36 | $1.83K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 38 | $1.94K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 38 | $1.95K | 0.00% | −17−30.9% | Reduced |
| MidFirst Bank | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 40 | $2.08K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 44 | $2.25K | 0.00% | −4−8.3% | Reduced |
| Essential Partners LLC | 45 | $2.30K | 0.00% | +45 | New |
| Bayban | 46 | $2.35K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $2.40K | 0.00% | −60−56.1% | Reduced |
| St Germain D J Co Inc | 48 | $2.46K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 51 | $2.61K | 0.00% | −135−72.6% | Reduced |
| Basecamp Wealth Advisors LLC | 52 | $2.66K | 0.00% | −65−55.6% | Reduced |
| Kilter Group LLC | 52 | $2.66K | 0.00% | −5−8.8% | Reduced |
| Global Retirement Partners, LLC | 56 | $2.85K | 0.00% | +56 | New |
| Ares Financial Consulting, LLC | 61 | $3.12K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 77 | $3.94K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 79 | $4.04K | 0.00% | +26+49.1% | Added |
| Massmutual Trust Co FSB | 79 | $4.04K | 0.00% | −108−57.8% | Reduced |
| Cedar Mountain Advisors, LLC | 89 | $4.55K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 90 | $4.60K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 94 | $4.81K | 0.00% | −15−13.8% | Reduced |
| Financial Consulate, Inc | 100 | $5.12K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 101 | $5.17K | 0.00% | +101 | New |
| First Horizon Corp | 103 | $5.27K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 105 | $5.37K | 0.00% | −3−2.8% | Reduced |
| Continuum Advisory, LLC | 110 | $5.63K | 0.00% | +110 | New |
| Group One Trading, L.P. | 116 | $5.93K | 0.00% | +116 | New |
| Keating Financial Advisory Services, Inc. | 119 | $6.09K | 0.00% | +16+15.5% | Added |
| IFP Advisors, Inc | 123 | $6.29K | 0.00% | +50+68.5% | Added |
| Private Trust Co NA | 127 | $6.50K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 130 | $6.65K | 0.00% | −207−61.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 152 | $7.78K | 0.00% | −107−41.3% | Reduced |
| Crewe Advisors LLC | 168 | $8.60K | 0.00% | −217−56.4% | Reduced |
| Quent Capital, LLC | 174 | $8.90K | 0.00% | −85−32.8% | Reduced |
| Optiver Holding B.V. | 176 | $9.00K | 0.00% | +176 | New |
| GWM Advisors LLC | 181 | $9.25K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 265 | $13.1K | 0.00% | −133−33.4% | Reduced |
| Los Angeles Capital Management LLC | 260 | $13.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 267 | $13.7K | 0.00% | +52+24.2% | Added |
| First PREMIER Bank | 301 | $15.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $15.3K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 310 | $15.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 336 | $17.2K | 0.00% | −173−34.0% | Reduced |
| Kemnay Advisory Services Inc. | 344 | $17.6K | 0.00% | +344 | New |
| Truvestments Capital LLC | 367 | $18.8K | 0.00% | +2+0.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 387 | $19.8K | 0.00% | +387 | New |
| Bessemer Group Inc | 390 | $20.0K | 0.00% | −249−39.0% | Reduced |
| Smartleaf Asset Management LLC | 490 | $24.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 480 | $24.5K | 0.00% | +1+0.2% | Added |
| SRS Capital Advisors, Inc. | 483 | $24.7K | 0.00% | +483 | New |
| Bryn Mawr Trust Co | 500 | $25.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 504 | $25.8K | 0.00% | +26+5.4% | Added |
| Transamerica Financial Advisors, Inc. | 517 | $26.5K | 0.00% | −46−8.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 569 | $29.1K | 0.01% | +110+24.0% | Added |
| LRI Investments, LLC | 635 | $32.5K | 0.00% | +3+0.5% | Added |
| New England Capital Financial Advisors LLC | 641 | $32.8K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 720 | $36.8K | 0.00% | −14,142−95.2% | Reduced |