| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 0 | $2 | 0.00% | −34−100.0% | Reduced |
| Creekmur Asset Management LLC | 1 | $115 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $224 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $225 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $448 | 0.00% | +1+100.0% | Added |
| Rialto Wealth Management, LLC | 2 | $449 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 3 | $673 | 0.00% | −2−40.0% | Reduced |
| True Wealth Design, LLC | 3 | $673 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $673 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $673 | 0.00% | +2+200.0% | Added |
| Hughes Financial Services, LLC | 3 | $811 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4 | $897 | 0.00% | −22−84.6% | Reduced |
| Legacy Wealth Managment, LLC | 4 | $897 | 0.00% | −4−50.0% | Reduced |
| SJS Investment Consulting Inc. | 4 | $897 | 0.00% | −3−42.9% | Reduced |
| Tortoise Investment Management, LLC | 4 | $897 | 0.00% | +4 | New |
| Legacy Investment Solutions, LLC | 4 | $897 | 0.00% | +4 | New |
| Raleigh Capital Management Inc. | 4 | $919 | 0.00% | +4 | New |
| Quarry LP | 5 | $1.12K | 0.00% | −203−97.6% | Reduced |
| Rakuten Securities, Inc. | 5 | $1.12K | 0.00% | −21−80.8% | Reduced |
| Private Trust Co NA | 5 | $1.12K | 0.00% | −9−64.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $1.35K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 8 | $2.00K | 0.00% | −5,176−99.8% | Reduced |
| Bruce G. Allen Investments, LLC | 9 | $2.02K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 9 | $2.02K | 0.00% | +4+80.0% | Added |
| Bryn Mawr Trust Co | 10 | $2.24K | 0.00% | +10 | New |
| Financial Network Wealth Advisors LLC | 11 | $2.47K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 12 | $2.66K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $2.69K | 0.00% | +12 | New |
| Center for Financial Planning, Inc. | 13 | $2.92K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 13 | $2.92K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 13 | $2.92K | 0.00% | +6+85.7% | Added |
| Atlantic Trust, LLC | 14 | $3.14K | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 16 | $3.59K | 0.00% | −3−15.8% | Reduced |
| High Note Wealth, LLC | 16 | $3.59K | 0.00% | −1−5.9% | Reduced |
| Hantz Financial Services, Inc. | 19 | $4.00K | 0.00% | +19 | New |
| C M Bidwell & Associates Ltd | 23 | $5.16K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 26 | $5.83K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $6.28K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 29 | $6.50K | 0.00% | −33−53.2% | Reduced |
| New Vernon Capital Holdings II LLC | 35 | $7.85K | 0.00% | −204,854−100.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 37 | $8.00K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 38 | $8.52K | 0.00% | −1,237−97.0% | Reduced |
| Ancora Advisors, LLC | 38 | $8.52K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $8.74K | 0.00% | −17−30.4% | Reduced |
| Bare Financial Services, Inc | 43 | $9.64K | 0.00% | +30+230.8% | Added |
| Bell Investment Advisors, Inc | 45 | $10.1K | 0.00% | +10+28.6% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 47 | $10.5K | 0.01% | +47 | New |
| Rise Advisors, LLC | 49 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 51 | $11.4K | 0.00% | +11+27.5% | Added |
| Central Trust Co | 53 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 57 | $12.0K | 0.00% | +13+29.5% | Added |
| Accent Capital Management, LLC | 61 | $13.7K | 0.01% | +36+144.0% | Added |
| Sterling Capital Management LLC | 63 | $14.1K | 0.00% | +37+142.3% | Added |
| Kings Path Partners LLC | 71 | $15.9K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 73 | $16.4K | 0.00% | +73 | New |
| IFP Advisors, Inc | 42 | $17.5K | 0.00% | +34+425.0% | Added |
| CNB Bank | 81 | $18.2K | 0.01% | +81 | New |
| Ameritas Advisory Services, LLC | 87 | $19.5K | 0.00% | +87 | New |
| Cullen/Frost Bankers, Inc. | 97 | $21.8K | 0.00% | +59+155.3% | Added |
| Essential Partners LLC | 98 | $22.0K | 0.01% | +98 | New |
| Costello Asset Management, INC | 100 | $22.4K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 105 | $23.5K | 0.00% | +24+29.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 111 | $24.9K | 0.01% | +10+9.9% | Added |
| Tidemark, LLC | 119 | $26.7K | 0.01% | +93+357.7% | Added |
| EverSource Wealth Advisors, LLC | 138 | $30.9K | 0.00% | −11−7.4% | Reduced |
| MAI Capital Management | 150 | $33.6K | 0.00% | +32+27.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 125 | $34.2K | 0.01% | +125 | New |
| Clearstead Advisors, LLC | 168 | $37.7K | 0.00% | +168 | New |
| Global Wealth Strategies & Associates | 168 | $37.7K | 0.01% | +168 | New |
| Prudent Man Investment Management, Inc. | 200 | $38.7K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 173 | $38.9K | 0.00% | +173 | New |
| Glass Jacobson Investment Advisors llc | 175 | $39.2K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 186 | $41.7K | 0.00% | −8−4.1% | Reduced |
| Kestra Investment Management, LLC | 198 | $42.3K | 0.00% | +76+62.3% | Added |
| Huntington National Bank | 208 | $46.6K | 0.00% | +175+530.3% | Added |
| CoreCap Advisors, LLC | 212 | $47.5K | 0.00% | +37+21.1% | Added |
| Versant Capital Management, Inc | 214 | $48.0K | 0.01% | +13+6.5% | Added |
| 1620 Investment Advisors, Inc. | 249 | $55.8K | 0.04% | 00.0% | Unchanged |
| Headlands Technologies LLC | 250 | $56.1K | 0.01% | +81+47.9% | Added |
| Country Trust Bank | 250 | $56.1K | 0.00% | +250 | New |
| Ci Investments Inc. | 253 | $57.0K | 0.00% | +36+16.6% | Added |
| Skopos Labs, Inc. | 263 | $59.0K | 0.01% | +197+298.5% | Added |
| Group One Trading, L.P. | 279 | $62.6K | 0.00% | +279 | New |
| Danske Bank A/S | 300 | $67.3K | 0.00% | +300 | New |
| Allworth Financial LP | 369 | $82.7K | 0.00% | +13+3.7% | Added |
| Harbour Investments, Inc. | 378 | $84.7K | 0.00% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 482 | $108.1K | 0.00% | +482 | New |
| Jones Financial Companies LLLP | 499 | $115.2K | 0.00% | +370+286.8% | Added |
| Creative Financial Designs Inc | 531 | $119.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 574 | $128.7K | 0.00% | −58−9.2% | Reduced |
| Nisa Investment Advisors, LLC | 604 | $135.4K | 0.00% | −65−9.7% | Reduced |
| KBC Group NV | 656 | $147.0K | 0.00% | −516−44.0% | Reduced |
| St Germain D J Co Inc | 704 | $157.9K | 0.01% | +704 | New |
| TD Private Client Wealth LLC | 721 | $161.7K | 0.00% | −197−21.5% | Reduced |
| LRI Investments, LLC | 733 | $164.4K | 0.01% | +12+1.7% | Added |
| CIBC Private Wealth Group, LLC | 738 | $165.4K | 0.00% | −96−11.5% | Reduced |
| Fifth Third Bancorp | 760 | $170.4K | 0.00% | −229−23.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 783 | $175.6K | 0.01% | +783 | New |
| Public Employees Retirement System of Ohio | 786 | $176.2K | 0.00% | +554+238.8% | Added |
