| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 1 | $136 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $136 | 0.00% | +1 | New |
| WealthCollab, LLC | 2 | $273 | 0.00% | −14−87.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $273 | 0.00% | −1−33.3% | Reduced |
| Davis Capital Management | 2 | $273 | 0.00% | +2 | New |
| LRI Investments, LLC | 2 | $273 | 0.00% | +2 | New |
| Kilter Group LLC | 2 | $273 | 0.00% | +2 | New |
| Gilpin Wealth Management, LLC | 3 | $410 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 4 | $546 | 0.00% | −24−85.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 4 | $546 | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 4 | $546 | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 4 | $546 | 0.00% | +4 | New |
| Ankerstar Wealth, LLC | 4 | $546 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 5 | $682 | 0.00% | +4+400.0% | Added |
| UMA Financial Services, Inc. | 5 | $683 | 0.00% | −1−16.7% | Reduced |
| SJS Investment Consulting Inc. | 5 | $683 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $819 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 7 | $956 | 0.00% | +3+75.0% | Added |
| HFM Investment Advisors, LLC | 7 | $956 | 0.00% | +4+133.3% | Added |
| Park Place Capital Corp | 8 | $1.09K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $1.23K | 0.00% | +2+28.6% | Added |
| WPG Advisers, LLC | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 11 | $1.50K | 0.00% | +11 | New |
| Provenance Wealth Advisors, LLC | 12 | $1.64K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 14 | $1.86K | 0.00% | +14 | New |
| Torren Management, LLC | 14 | $1.91K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 14 | $1.91K | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 16 | $2.18K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 18 | $2.46K | 0.00% | −2−10.0% | Reduced |
| Massmutual Trust Co FSB | 19 | $2.59K | 0.00% | +18+1,800.0% | Added |
| Spire Wealth Management | 21 | $2.87K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 22 | $3.00K | 0.00% | +11+100.0% | Added |
| Fortitude Family Office, LLC | 24 | $3.27K | 0.00% | +10+71.4% | Added |
| Cape Investment Advisory, Inc. | 25 | $3.41K | 0.00% | +25 | New |
| MJT & Associates Financial Advisory Group, Inc. | 27 | $3.69K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $3.96K | 0.00% | +29 | New |
| JFS Wealth Advisors, LLC | 30 | $4.09K | 0.00% | +5+20.0% | Added |
| First Horizon Corp | 30 | $4.09K | 0.00% | +30 | New |
| Signature Equity Partners, LLC | 32 | $4.37K | 0.00% | +11+52.4% | Added |
| Action Point Financial Planning, LLC | 34 | $4.37K | 0.00% | +34 | New |
| Silver Grove Financial Group, Inc. | 36 | $4.91K | 0.00% | +36 | New |
| Keating Financial Advisory Services, Inc. | 38 | $5.18K | 0.00% | +6+18.8% | Added |
| CVA Family Office, LLC | 45 | $6.14K | 0.00% | +35+350.0% | Added |
| Private Wealth Management Group, LLC | 47 | $6.41K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 58 | $7.91K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 64 | $8.73K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 65 | $9.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 69 | $9.41K | 0.00% | −148−68.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 73 | $10.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 76 | $10.4K | 0.00% | +18+31.0% | Added |
| Measured Wealth Private Client Group, LLC | 84 | $11.5K | 0.00% | −118−58.4% | Reduced |
| Clearstead Advisors, LLC | 89 | $12.2K | 0.00% | +89 | New |
| Bare Financial Services, Inc | 94 | $12.8K | 0.00% | +23+32.4% | Added |
| Smartleaf Asset Management LLC | 103 | $13.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 106 | $15.0K | 0.01% | −419−79.8% | Reduced |
| Los Angeles Capital Management LLC | 131 | $17.9K | 0.00% | −5,112−97.5% | Reduced |
| Versant Capital Management, Inc | 135 | $18.4K | 0.00% | +125+1,250.0% | Added |
| Private Trust Co NA | 147 | $20.1K | 0.00% | −7−4.5% | Reduced |
| Whittier Trust Co | 148 | $20.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 152 | $20.7K | 0.00% | −3−1.9% | Reduced |
| Allworth Financial LP | 180 | $24.6K | 0.00% | −25−12.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 189 | $25.8K | 0.00% | +35+22.7% | Added |
| Kemnay Advisory Services Inc. | 196 | $26.7K | 0.00% | −16−7.5% | Reduced |
| Optiver Holding B.V. | 220 | $30.0K | 0.00% | +220 | New |
| Wellington-Altus USA Inc. | 313 | $32.7K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 244 | $33.1K | 0.00% | −142−36.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 244 | $33.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 259 | $35.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 265 | $36.2K | 0.00% | +4+1.5% | Added |
| Umb Bank N A | 276 | $37.7K | 0.00% | +53+23.8% | Added |
| Quent Capital, LLC | 320 | $43.7K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 336 | $45.8K | 0.00% | +26+8.4% | Added |
| Public Employees Retirement System of Ohio | 341 | $46.5K | 0.00% | −52,824−99.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 372 | $50.8K | 0.00% | −60−13.9% | Reduced |
| SRS Capital Advisors, Inc. | 391 | $53.4K | 0.00% | +391 | New |
| Sankala Group LLC | 407 | $54.2K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 409 | $55.8K | 0.01% | +296+261.9% | Added |
| Newbridge Financial Services Group, Inc. | 418 | $57.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 435 | $59.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 439 | $59.9K | 0.00% | +5+1.2% | Added |
| Ronald Blue Trust, Inc. | 444 | $60.6K | 0.00% | −25−5.3% | Reduced |
| Farther Finance Advisors, LLC | 573 | $78.1K | 0.00% | −117−17.0% | Reduced |
| STRS Ohio | 600 | $81.9K | 0.00% | +600 | New |
| Advisor Group Holdings, Inc. | 644 | $87.9K | 0.00% | +6+0.9% | Added |
| GAMMA Investing LLC | 645 | $88.0K | 0.00% | +67+11.6% | Added |
| TD Private Client Wealth LLC | 732 | $99.9K | 0.00% | +30+4.3% | Added |
| Rothschild Investment LLC | 752 | $102.6K | 0.00% | +21+2.9% | Added |
| Capco Asset Management, LLC | 772 | $105.3K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 887 | $121.0K | 0.00% | −1,228−58.1% | Reduced |
| KBC Group NV | 894 | $122.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 921 | $125.7K | 0.00% | −88−8.7% | Reduced |
| Nykredit A/S | 930 | $126.9K | 0.00% | +930 | New |
| IFP Advisors, Inc | 1,124 | $153.4K | 0.00% | −9−0.8% | Reduced |
| Hantz Financial Services, Inc. | 1,299 | $177.0K | 0.00% | +557+75.1% | Added |
| Global Retirement Partners, LLC | 1,421 | $193.9K | 0.00% | +1,421 | New |
| Arkadios Wealth Advisors | 1,486 | $202.8K | 0.00% | +1,486 | New |
| Revolve Wealth Partners, LLC | 1,497 | $204.3K | 0.02% | +1,497 | New |