| Capital Advisors, Ltd. LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $41 | 0.00% | +2 | New |
| Curio Wealth, LLC | 3 | $61 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $74 | 0.00% | −1−25.0% | Reduced |
| GHP Investment Advisors, Inc. | 5 | $102 | 0.00% | +5 | New |
| TD Waterhouse Canada Inc. | 6 | $124 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 9 | $183 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $183 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 9 | $183 | 0.00% | +9 | New |
| Harbour Investments, Inc. | 10 | $203 | 0.00% | +10 | New |
| Owl Creek Wealth Partners LLC | 10 | $204 | 0.00% | +10 | New |
| Abound Wealth Management | 11 | $224 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $244 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 15 | $309 | 0.00% | +15 | New |
| Caitong International Asset Management Co., Ltd | 16 | $325 | 0.00% | −1,445−98.9% | Reduced |
| Cornerstone Planning Group LLC | 17 | $367 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 24 | $489 | 0.00% | +12+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 26 | $528 | 0.00% | +8+44.4% | Added |
| North Star Investment Management Corp. | 28 | $570 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 30 | $611 | 0.00% | +30 | New |
| DiNuzzo Private Wealth, Inc. | 36 | $733 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $733 | 0.00% | +11+44.0% | Added |
| Prestige Wealth Management Group LLC | 37 | $753 | 0.00% | +37 | New |
| Signature Equity Partners, LLC | 39 | $793 | 0.00% | −5−11.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 44 | $894 | 0.00% | +1+2.3% | Added |
| Frazier Financial Advisors, LLC | 44 | $895 | 0.00% | +44 | New |
| Bell Investment Advisors, Inc | 45 | $916 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 47 | $956 | 0.00% | +35+291.7% | Added |
| Kilter Group LLC | 54 | $1.10K | 0.00% | +54 | New |
| Intentional Wealth Strategies, LLC | 55 | $1.12K | 0.00% | +55 | New |
| UMA Financial Services, Inc. | 57 | $1.16K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $1.53K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 78 | $1.59K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 83 | $1.69K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 87 | $1.77K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 96 | $1.95K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 96 | $1.95K | 0.00% | +1+1.1% | Added |
| Glen Eagle Advisors, LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $2.03K | 0.00% | +100 | New |
| Harbor Investment Advisory, LLC | 100 | $2.03K | 0.00% | +100 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 102 | $2.08K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 114 | $2.32K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 118 | $2.40K | 0.00% | +118 | New |
| Fortitude Family Office, LLC | 134 | $2.73K | 0.00% | +97+262.2% | Added |
| Assetmark, Inc | 149 | $3.03K | 0.00% | −20−11.8% | Reduced |
| CVA Family Office, LLC | 164 | $3.34K | 0.00% | +164 | New |
| True Wealth Design, LLC | 173 | $3.52K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 201 | $4.09K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 208 | $4.23K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 211 | $4.29K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 266 | $5.41K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 268 | $5.45K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 292 | $5.94K | 0.00% | +292 | New |
| Manning & Napier Advisors LLC | 342 | $6.72K | 0.00% | +1+0.3% | Added |
| Quarry LP | 335 | $6.81K | 0.00% | +335 | New |
| Huntington National Bank | 393 | $7.99K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 400 | $8.14K | 0.00% | −2,700−87.1% | Reduced |
| Accent Capital Management, LLC | 423 | $8.60K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 421 | $8.67K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 430 | $8.75K | 0.00% | +217+101.9% | Added |
| JPL Wealth Management, LLC | 443 | $9.01K | 0.00% | +443 | New |
| Rothschild Investment LLC | 492 | $10.0K | 0.00% | +23+4.9% | Added |
| Salem Investment Counselors Inc | 600 | $12.2K | 0.00% | +600 | New |
| Steward Partners Investment Advisory, LLC | 642 | $13.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 704 | $14.3K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 780 | $15.9K | 0.00% | +780 | New |
| CrossGen Wealth, LLC | 909 | $18.5K | 0.02% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 916 | $18.6K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 932 | $19.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 954 | $19.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,006 | $20.5K | 0.00% | +14+1.4% | Added |
| Salomon & Ludwin, LLC | 1,050 | $21.6K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 1,075 | $21.9K | 0.00% | +1,075 | New |
| Farther Finance Advisors, LLC | 1,125 | $23.2K | 0.00% | +579+106.0% | Added |
| Rockefeller Capital Management L.P. | 1,161 | $23.6K | 0.00% | +267+29.9% | Added |
| Root Financial Partners, LLC | 1,282 | $26.1K | 0.00% | +607+89.9% | Added |
| EverSource Wealth Advisors, LLC | 1,360 | $27.7K | 0.00% | +163+13.6% | Added |
| Axiom Investment Management LLC | 1,400 | $28.5K | 0.02% | +1,400 | New |
| V-Square Quantitative Management LLC | 1,411 | $28.7K | 0.00% | −32−2.2% | Reduced |
| MAI Capital Management | 1,453 | $29.6K | 0.00% | +93+6.8% | Added |
| Harbor Capital Advisors, Inc. | 1,588 | $32.0K | 0.00% | +770+94.1% | Added |
| JFS Wealth Advisors, LLC | 1,701 | $34.6K | 0.00% | −20−1.2% | Reduced |
| PFS Partners, LLC | 1,711 | $34.8K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,903 | $38.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,078 | $42.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,200 | $44.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,217 | $45.1K | 0.00% | +1,428+181.0% | Added |
| Advisory Services Network, LLC | 2,437 | $49.6K | 0.00% | +2,437 | New |
| Jones Financial Companies LLLP | 2,539 | $50.0K | 0.00% | +1,148+82.5% | Added |
| Quadrant Capital Group LLC | 2,460 | $50.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,577 | $52.0K | 0.04% | −123−4.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,611 | $53.1K | 0.00% | +2,611 | New |
| Entrust Financial LLC | 2,634 | $53.6K | 0.04% | +25+1.0% | Added |
| Public Employees Retirement System of Ohio | 2,646 | $53.8K | 0.00% | +90+3.5% | Added |
| Blue Bell Private Wealth Management, LLC | 2,697 | $54.9K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 3,109 | $63.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,447 | $70.1K | 0.00% | −90−2.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,978 | $80.9K | 0.00% | +630+18.8% | Added |
| IFP Advisors, Inc | 4,093 | $83.3K | 0.00% | +3,021+281.8% | Added |
| Emerald Advisers, LLC | 4,198 | $85.4K | 0.00% | +6+0.1% | Added |
