| Curio Wealth, LLC | 1 | $45 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 2 | $90 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $90 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $90 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $130 | 0.00% | −1−33.3% | Reduced |
| Raffa Wealth Management, LLC | 3 | $134 | 0.00% | +3 | New |
| Rossby Financial, LCC | 4 | $180 | 0.00% | +4 | New |
| Harbour Investments, Inc. | 6 | $268 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 6 | $268 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $269 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 7 | $312 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $313 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10 | $447 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 10 | $447 | 0.00% | +10 | New |
| Cullen/Frost Bankers, Inc. | 11 | $497 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $536 | 0.00% | +4+50.0% | Added |
| Zions Bancorporation, National Association | 13 | $581 | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 14 | $626 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $626 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $715 | 0.00% | +1+6.7% | Added |
| SJS Investment Consulting Inc. | 16 | $715 | 0.00% | +4+33.3% | Added |
| Ares Financial Consulting, LLC | 16 | $721 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 18 | $804 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 22 | $991 | 0.00% | +22 | New |
| Avion Wealth | 23 | $1.00K | 0.00% | +11+91.7% | Added |
| Keating Financial Advisory Services, Inc. | 23 | $1.03K | 0.00% | −3−11.5% | Reduced |
| Private Wealth Management Group, LLC | 24 | $1.07K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 24 | $1.07K | 0.00% | +24 | New |
| Torren Management, LLC | 26 | $1.14K | 0.00% | −202−88.6% | Reduced |
| Rialto Wealth Management, LLC | 27 | $1.21K | 0.00% | +4+17.4% | Added |
| Clearstead Advisors, LLC | 32 | $1.43K | 0.00% | −362−91.9% | Reduced |
| JPL Wealth Management, LLC | 35 | $1.56K | 0.00% | +35 | New |
| Activest Wealth Management | 37 | $1.65K | 0.00% | +37 | New |
| Montag A & Associates Inc | 39 | $1.76K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 47 | $2.10K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 54 | $2.41K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 54 | $2.41K | 0.00% | +34+170.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 56 | $2.50K | 0.00% | +56 | New |
| Wiser Advisor Group LLC | 72 | $3.22K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 74 | $3.31K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 74 | $3.31K | 0.00% | −5,665−98.7% | Reduced |
| CVA Family Office, LLC | 81 | $3.62K | 0.00% | +81 | New |
| Essential Partners LLC | 88 | $3.93K | 0.00% | +15+20.5% | Added |
| Ballast Advisors LLC | 97 | $4.35K | 0.00% | +97 | New |
| Whittier Trust Co of Nevada Inc | 98 | $4.54K | 0.00% | +98 | New |
| JFS Wealth Advisors, LLC | 103 | $4.60K | 0.00% | +6+6.2% | Added |
| Quent Capital, LLC | 104 | $4.65K | 0.00% | +31+42.5% | Added |
| Farmers & Merchants Investments Inc | 105 | $4.69K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 115 | $5.14K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 117 | $5.23K | 0.00% | +117 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 124 | $5.54K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 129 | $5.76K | 0.00% | +42+48.3% | Added |
| Covestor Ltd | 144 | $6.00K | 0.00% | −94−39.5% | Reduced |
| Parkside Financial Bank & Trust | 135 | $6.03K | 0.00% | −50−27.0% | Reduced |
| Colonial Trust Co | 139 | $6.20K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 147 | $6.57K | 0.00% | +35+31.3% | Added |
| Richardson Capital Management LLC | 160 | $7.15K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 162 | $7.24K | 0.00% | +162 | New |
| SRS Capital Advisors, Inc. | 175 | $7.82K | 0.00% | +2+1.2% | Added |
| IFP Advisors, Inc | 193 | $8.62K | 0.00% | +8+4.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 194 | $8.67K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 202 | $9.02K | 0.00% | +95+88.8% | Added |
| Vanguard National Trust Co | 210 | $9.38K | 0.00% | +210 | New |
| Massmutual Trust Co FSB | 251 | $11.2K | 0.00% | −114−31.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 280 | $12.5K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $13.4K | 0.00% | −1,600−84.2% | Reduced |
| Parallel Advisors, LLC | 344 | $15.4K | 0.00% | +14+4.2% | Added |
| Triumph Capital Management | 355 | $15.9K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 364 | $16.0K | 0.00% | −342−48.4% | Reduced |
| Westside Investment Management, Inc. | 358 | $16.3K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 387 | $17.3K | 2.24% | −11,635−96.8% | Reduced |
| GHP Investment Advisors, Inc. | 401 | $17.9K | 0.00% | +1+0.3% | Added |
| NBC Securities, Inc. | 445 | $19.9K | 0.00% | +14+3.2% | Added |
| International Assets Investment Management, LLC | 462 | $20.8K | 0.00% | −19−4.0% | Reduced |
| First Horizon Corp | 479 | $21.4K | 0.00% | +124+34.9% | Added |
| Rosenberg Matthew Hamilton | 492 | $22.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 505 | $22.6K | 0.00% | +135+36.5% | Added |
| MAI Capital Management | 619 | $27.7K | 0.00% | +393+173.9% | Added |
| Root Financial Partners, LLC | 652 | $29.1K | 0.00% | +359+122.5% | Added |
| Mather Group, LLC. | 658 | $29.4K | 0.00% | +658 | New |
| Wellington-Altus USA Inc. | 574 | $29.6K | 0.02% | +111+24.0% | Added |
| Assetmark, Inc | 813 | $36.3K | 0.00% | +206+33.9% | Added |
| Kemnay Advisory Services Inc. | 825 | $36.9K | 0.01% | +429+108.3% | Added |
| Bessemer Group Inc | 814 | $37.0K | 0.00% | +146+21.9% | Added |
| Measured Wealth Private Client Group, LLC | 847 | $37.8K | 0.01% | +26+3.2% | Added |
| Gould Capital, LLC | 855 | $38.2K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 912 | $40.7K | 0.00% | +229+33.5% | Added |
| Nomura Asset Management Co Ltd | 920 | $41.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 932 | $41.6K | 0.00% | +62+7.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 959 | $42.8K | 0.00% | −159−14.2% | Reduced |
| EverSource Wealth Advisors, LLC | 976 | $43.6K | 0.00% | +73+8.1% | Added |
| TD Private Client Wealth LLC | 1,007 | $45.0K | 0.00% | +1,007 | New |
| Peterson Wealth Management | 1,030 | $46.0K | 0.03% | +1,030 | New |
| GWM Advisors LLC | 1,094 | $48.9K | 0.00% | +51+4.9% | Added |
| Public Employees Retirement System of Ohio | 1,209 | $54.0K | 0.00% | +46+4.0% | Added |
| Versant Capital Management, Inc | 1,231 | $55.0K | 0.01% | +993+417.2% | Added |
| CoreCap Advisors, LLC | 1,249 | $55.8K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,419 | $63.4K | 0.02% | +1,419 | New |
| Bollard Group LLC | 1,557 | $70.0K | 0.00% | −16−1.0% | Reduced |