| Avion Wealth | 12 | $0 | 0.00% | +2+20.0% | Added |
| American Capital Advisory, LLC | 2 | $89 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 3 | $129 | 0.00% | +3 | New |
| Optima Capital LLC | 3 | $132 | 0.00% | +3 | New |
| Nemes Rush Group LLC | 3 | $133 | 0.00% | +3 | New |
| Harbour Investments, Inc. | 6 | $264 | 0.00% | +6 | New |
| Signature Equity Partners, LLC | 6 | $264 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 7 | $309 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $352 | 0.00% | +3+60.0% | Added |
| Blue Bell Private Wealth Management, LLC | 10 | $441 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 10 | $441 | 0.00% | +10 | New |
| Basecamp Wealth Advisors LLC | 11 | $485 | 0.00% | +11 | New |
| Cullen/Frost Bankers, Inc. | 11 | $490 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 12 | $529 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12 | $529 | 0.00% | +12 | New |
| UMA Financial Services, Inc. | 12 | $529 | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 14 | $617 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $617 | 0.00% | +13+1,300.0% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $661 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 16 | $705 | 0.00% | +16 | New |
| Principia Wealth Advisory, LLC | 18 | $793 | 0.00% | +4+28.6% | Added |
| Fortitude Family Office, LLC | 20 | $881 | 0.00% | −9−31.0% | Reduced |
| Rialto Wealth Management, LLC | 23 | $1.01K | 0.00% | +1+4.5% | Added |
| Private Wealth Management Group, LLC | 24 | $1.06K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 26 | $1.15K | 0.00% | +26 | New |
| Montag A & Associates Inc | 39 | $1.70K | 0.00% | −6−13.3% | Reduced |
| Capital Advisors, Ltd. LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 47 | $2.07K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 50 | $2.20K | 0.00% | +50 | New |
| Bravera Wealth | 54 | $2.38K | 0.00% | +54 | New |
| Elyxium Wealth, LLC | 60 | $2.64K | 0.00% | +60 | New |
| Wiser Advisor Group LLC | 72 | $3.17K | 0.00% | +1+1.4% | Added |
| Essential Partners LLC | 73 | $3.22K | 0.00% | +34+87.2% | Added |
| Quent Capital, LLC | 73 | $3.22K | 0.00% | +62+563.6% | Added |
| Red Tortoise LLC | 74 | $3.26K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 5,739 | $3.26K | 0.00% | +5,739 | New |
| Larson Financial Group LLC | 87 | $3.83K | 0.00% | +42+93.3% | Added |
| IFC & Insurance Marketing, Inc. | 83 | $4.00K | 0.00% | +83 | New |
| JFS Wealth Advisors, LLC | 97 | $4.27K | 0.00% | +28+40.6% | Added |
| Farmers & Merchants Investments Inc | 105 | $4.63K | 0.00% | +8+8.2% | Added |
| Atlantic Trust, LLC | 107 | $4.71K | 0.00% | +107 | New |
| Rothschild Investment LLC | 112 | $4.93K | 0.00% | −72−39.1% | Reduced |
| Boreal Capital Management LLC | 115 | $5.07K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 124 | $5.46K | 0.00% | +124 | New |
| Colonial Trust Co | 139 | $6.11K | 0.00% | +10+7.8% | Added |
| Richardson Capital Management LLC | 160 | $7.05K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 173 | $7.62K | 0.00% | −237−57.8% | Reduced |
| IFP Advisors, Inc | 185 | $8.15K | 0.00% | +20+12.1% | Added |
| Parkside Financial Bank & Trust | 185 | $8.15K | 0.00% | +50+37.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 194 | $8.66K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 226 | $9.96K | 0.00% | −6−2.6% | Reduced |
| Torren Management, LLC | 228 | $10.0K | 0.01% | +228 | New |
| Versant Capital Management, Inc | 238 | $10.5K | 0.00% | +66+38.4% | Added |
| Covestor Ltd | 238 | $11.0K | 0.01% | +26+12.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 280 | $12.3K | 0.00% | +280 | New |
| Root Financial Partners, LLC | 293 | $12.9K | 0.00% | −22−7.0% | Reduced |
| Parallel Advisors, LLC | 330 | $14.5K | 0.00% | +1+0.3% | Added |
| First Horizon Corp | 355 | $15.6K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 355 | $15.6K | 0.00% | +355 | New |
| Westside Investment Management, Inc. | 358 | $16.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 363 | $16.0K | 0.00% | +363 | New |
| Massmutual Trust Co FSB | 365 | $16.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 370 | $16.3K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 381 | $16.8K | 0.00% | −256−40.2% | Reduced |
| CIBC Private Wealth Group, LLC | 385 | $17.0K | 0.00% | −879−69.5% | Reduced |
| Harbor Capital Advisors, Inc. | 388 | $17.0K | 0.00% | +105+37.1% | Added |
| Clearstead Advisors, LLC | 394 | $17.4K | 0.00% | +285+261.5% | Added |
| Kemnay Advisory Services Inc. | 396 | $17.4K | 0.00% | +396 | New |
| GHP Investment Advisors, Inc. | 400 | $17.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 431 | $19.0K | 0.00% | −415−49.1% | Reduced |
| Wellington-Altus USA Inc. | 463 | $20.4K | 0.02% | +463 | New |
| International Assets Investment Management, LLC | 481 | $21.2K | 0.00% | +481 | New |
| eCIO, Inc. | 481 | $21.2K | 0.01% | +481 | New |
| Rosenberg Matthew Hamilton | 492 | $21.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 607 | $26.7K | 0.00% | −150−19.8% | Reduced |
| Bessemer Group Inc | 668 | $29.0K | 0.00% | −228−25.4% | Reduced |
| Allworth Financial LP | 683 | $30.1K | 0.00% | −11−1.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 706 | $31.1K | 0.00% | +706 | New |
| Global Retirement Partners, LLC | 764 | $33.7K | 0.00% | +223+41.2% | Added |
| Caitong International Asset Management Co., Ltd | 792 | $34.9K | 0.01% | +792 | New |
| Measured Wealth Private Client Group, LLC | 821 | $36.2K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 855 | $37.7K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 862 | $38.0K | 0.00% | +862 | New |
| Huntington National Bank | 870 | $38.3K | 0.00% | −4−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 903 | $39.8K | 0.00% | +185+25.8% | Added |
| Nomura Asset Management Co Ltd | 920 | $40.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,043 | $45.9K | 0.00% | +511+96.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,118 | $49.2K | 0.01% | +1,118 | New |
| Public Employees Retirement System of Ohio | 1,163 | $51.2K | 0.00% | +52+4.7% | Added |
| CoreCap Advisors, LLC | 1,249 | $55.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,296 | $57.1K | 0.00% | +85+7.0% | Added |
| Bridge Generations Wealth Management LLC | 1,402 | $61.8K | 0.04% | 00.0% | Unchanged |
| Bollard Group LLC | 1,573 | $69.0K | 0.00% | −2,122−57.4% | Reduced |
| State of Wyoming | 1,763 | $77.7K | 0.01% | +324+22.5% | Added |
| Meramec Financial Planners, LLC | 1,473 | $78.3K | 0.03% | +1,473 | New |
| Danske Bank A/S | 1,900 | $83.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,010 | $88.5K | 0.00% | +2,010 | New |
| Umb Bank N A | 2,102 | $92.6K | 0.00% | +795+60.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,164 | $95.0K | 0.00% | +774+55.7% | Added |
| Ronald Blue Trust, Inc. | 2,318 | $102.1K | 0.00% | −1,430−38.2% | Reduced |