| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $48 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 3 | $148 | 0.00% | −1−25.0% | Reduced |
| Rialto Wealth Management, LLC | 3 | $149 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $149 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3 | $149 | 0.00% | +3 | New |
| Clearstead Advisors, LLC | 4 | $198 | 0.00% | −23−85.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $297 | 0.00% | −3−33.3% | Reduced |
| Assetmark, Inc | 9 | $444 | 0.00% | −4−30.8% | Reduced |
| True Wealth Design, LLC | 9 | $445 | 0.00% | −3−25.0% | Reduced |
| SJS Investment Consulting Inc. | 10 | $495 | 0.00% | +5+100.0% | Added |
| Cornerstone Planning Group LLC | 10 | $600 | 0.00% | −25−71.4% | Reduced |
| SBI Securities Co., Ltd. | 13 | $641 | 0.00% | −4−23.5% | Reduced |
| Hughes Financial Services, LLC | 13 | $641 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 13 | $641 | 0.00% | +13 | New |
| Basecamp Wealth Advisors LLC | 13 | $641 | 0.00% | +13 | New |
| Fortitude Family Office, LLC | 14 | $691 | 0.00% | −20−58.8% | Reduced |
| Ares Financial Consulting, LLC | 14 | $691 | 0.00% | +14 | New |
| Ankerstar Wealth, LLC | 16 | $789 | 0.00% | +16 | New |
| UMA Financial Services, Inc. | 16 | $790 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 19 | $937 | 0.00% | −721−97.4% | Reduced |
| Optima Capital LLC | 20 | $987 | 0.00% | +20 | New |
| Keating Financial Advisory Services, Inc. | 24 | $1.18K | 0.00% | +24 | New |
| Wealth Watch Advisors, INC | 27 | $1.33K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 27 | $1.33K | 0.00% | +27 | New |
| J.Safra Asset Management Corp | 28 | $1.38K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $1.38K | 0.00% | +5+21.7% | Added |
| Transamerica Financial Advisors, Inc. | 29 | $1.43K | 0.00% | −5−14.7% | Reduced |
| Farmers & Merchants Investments Inc | 31 | $1.53K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 31 | $1.53K | 0.00% | +31 | New |
| Essential Partners LLC | 40 | $1.97K | 0.00% | −122−75.3% | Reduced |
| Avion Wealth | 57 | $2.00K | 0.00% | −9−13.6% | Reduced |
| WPG Advisers, LLC | 41 | $2.02K | 0.00% | −29−41.4% | Reduced |
| Brown Brothers Harriman & Co | 43 | $2.12K | 0.00% | −55−56.1% | Reduced |
| Kilter Group LLC | 47 | $2.32K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 49 | $2.42K | 0.00% | −59−54.6% | Reduced |
| Wolff Wiese Magana LLC | 51 | $2.52K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 57 | $2.81K | 0.00% | +57 | New |
| Ronald Blue Trust, Inc. | 59 | $2.91K | 0.00% | −13−18.1% | Reduced |
| Parkside Financial Bank & Trust | 65 | $3.21K | 0.00% | +6+10.2% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 72 | $3.55K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 75 | $3.70K | 0.00% | −37−33.0% | Reduced |
| St Germain D J Co Inc | 75 | $3.70K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 75 | $3.70K | 0.00% | +75 | New |
| Anchor Investment Management, LLC | 80 | $3.95K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 80 | $3.95K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 79 | $4.00K | 0.00% | +79 | New |
| Northwestern Mutual Wealth Management Co | 82 | $4.05K | 0.00% | −67−45.0% | Reduced |
| Pacific Center for Financial Services | 77 | $4.10K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 85 | $4.21K | 0.00% | −588−87.4% | Reduced |
| Root Financial Partners, LLC | 104 | $5.13K | 0.00% | −22−17.5% | Reduced |
| Red Tortoise LLC | 104 | $5.13K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 109 | $5.38K | 0.00% | −8−6.8% | Reduced |
| Hillsdale Investment Management Inc. | 120 | $5.92K | 0.00% | +120 | New |
| GHP Investment Advisors, Inc. | 125 | $6.17K | 0.00% | +120+2,400.0% | Added |
| Rothschild Investment LLC | 139 | $6.86K | 0.00% | +2+1.5% | Added |
| Strategic Wealth Partners, Ltd. | 140 | $6.91K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 146 | $7.20K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 152 | $7.50K | 0.00% | −37−19.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 160 | $8.23K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 179 | $8.83K | 0.00% | −1,280,726−100.0% | Reduced |
| Larson Financial Group LLC | 187 | $9.23K | 0.00% | +3+1.6% | Added |
| Torren Management, LLC | 188 | $9.28K | 0.00% | +188 | New |
| MAI Capital Management | 206 | $10.2K | 0.00% | −479−69.9% | Reduced |
| Sound Income Strategies, LLC | 189 | $10.8K | 0.00% | +189 | New |
| Los Angeles Capital Management LLC | 233 | $12.3K | 0.00% | +233 | New |
| Steigerwald, Gordon & Koch Inc. | 250 | $12.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 288 | $14.2K | 0.00% | +155+116.5% | Added |
| Private Trust Co NA | 374 | $18.5K | 0.00% | +128+52.0% | Added |
| Salomon & Ludwin, LLC | 389 | $20.2K | 0.00% | −85−17.9% | Reduced |
| SRS Capital Advisors, Inc. | 434 | $21.4K | 0.00% | −3,116−87.8% | Reduced |
| Umb Bank N A | 448 | $22.1K | 0.00% | +12+2.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 473 | $23.0K | 0.00% | +122+34.8% | Added |
| Massmutual Trust Co FSB | 493 | $24.3K | 0.00% | −64−11.5% | Reduced |
| Federated Hermes, Inc. | 505 | $24.9K | 0.00% | −24,960−98.0% | Reduced |
| EverSource Wealth Advisors, LLC | 508 | $25.1K | 0.00% | −121−19.2% | Reduced |
| SageView Advisory Group, LLC | 534 | $26.3K | 0.00% | +534 | New |
| Fifth Third Bancorp | 568 | $28.0K | 0.00% | +67+13.4% | Added |
| Farther Finance Advisors, LLC | 589 | $29.1K | 0.00% | +200+51.4% | Added |
| Nomura Asset Management Co Ltd | 700 | $34.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 759 | $37.4K | 0.00% | +2+0.3% | Added |
| Kestra Advisory Services, LLC | 808 | $39.9K | 0.00% | +808 | New |
| Global Retirement Partners, LLC | 809 | $39.9K | 0.00% | +687+563.1% | Added |
| Allworth Financial LP | 914 | $45.1K | 0.00% | +545+147.7% | Added |
| Hantz Financial Services, Inc. | 1,084 | $53.0K | 0.00% | −342−24.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,232 | $60.8K | 0.00% | −257−17.3% | Reduced |
| Huntington National Bank | 1,366 | $67.4K | 0.00% | −38−2.7% | Reduced |
| Public Employees Retirement System of Ohio | 1,434 | $70.8K | 0.00% | +92+6.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,476 | $72.8K | 0.01% | +1,476 | New |
| KBC Group NV | 1,484 | $73.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,481 | $73.0K | 0.04% | +696+88.7% | Added |
| Smartleaf Asset Management LLC | 1,536 | $76.6K | 0.00% | +397+34.9% | Added |
| CIBC Private Wealth Group, LLC | 1,853 | $91.4K | 0.00% | +11+0.6% | Added |
| Versant Capital Management, Inc | 1,857 | $91.6K | 0.01% | −69−3.6% | Reduced |
| Ensign Peak Advisors, Inc | 2,079 | $102.6K | 0.00% | −5,400−72.2% | Reduced |
| Sterling Capital Management LLC | 2,651 | $130.8K | 0.00% | −528−16.6% | Reduced |
| Quadrant Capital Group LLC | 2,836 | $139.9K | 0.00% | −38−1.3% | Reduced |
| Signaturefd, LLC | 3,040 | $150.0K | 0.00% | +169+5.9% | Added |
| GAMMA Investing LLC | 3,078 | $151.9K | 0.01% | −154−4.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,727 | $183.9K | 0.01% | −215−5.5% | Reduced |
