| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Huntington National Bank | 1 | $41 | 0.00% | −89−98.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $166 | 0.00% | +4 | New |
| Clearstead Advisors, LLC | 9 | $374 | 0.00% | +9 | New |
| Caitong International Asset Management Co., Ltd | 10 | $415 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $581 | 0.00% | +14 | New |
| Retirement Wealth Solutions LLC | 21 | $872 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 21 | $872 | 0.00% | +21 | New |
| Action Point Financial Planning, LLC | 24 | $954 | 0.00% | +24 | New |
| Covestor Ltd | 18 | $1.00K | 0.00% | +10+125.0% | Added |
| Owl Creek Wealth Partners LLC | 25 | $1.04K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 26 | $1.08K | 0.00% | +15+136.4% | Added |
| Abound Wealth Management | 28 | $1.15K | 0.00% | +4+16.7% | Added |
| Gilpin Wealth Management, LLC | 28 | $1.16K | 0.00% | 00.0% | Unchanged |
| Trust Co | 29 | $1.20K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 35 | $1.45K | 0.00% | +35 | New |
| Plante Moran Financial Advisors, LLC | 38 | $1.58K | 0.00% | +38 | New |
| Parkside Financial Bank & Trust | 38 | $1.58K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 39 | $1.62K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 40 | $1.66K | 0.00% | +40 | New |
| True Wealth Design, LLC | 42 | $1.74K | 0.00% | −45−51.7% | Reduced |
| Assetmark, Inc | 44 | $1.82K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $1.99K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 48 | $1.99K | 0.00% | +48 | New |
| Noble Wealth Management PBC | 48 | $1.99K | 0.00% | +48 | New |
| TD Private Client Wealth LLC | 53 | $2.20K | 0.00% | +53 | New |
| Basecamp Wealth Advisors LLC | 56 | $2.32K | 0.00% | +16+40.0% | Added |
| Brown Brothers Harriman & Co | 66 | $2.74K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 66 | $2.74K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 83 | $3.44K | 0.00% | +32+62.7% | Added |
| UMA Financial Services, Inc. | 83 | $3.44K | 0.00% | +76+1,085.7% | Added |
| Transamerica Financial Advisors, Inc. | 86 | $3.57K | 0.00% | +13+17.8% | Added |
| Torren Management, LLC | 88 | $3.65K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 88 | $3.65K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 90 | $3.73K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 98 | $4.07K | 0.00% | +98 | New |
| Pinnacle Bancorp, Inc. | 100 | $4.15K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 100 | $4.15K | 0.00% | +100 | New |
| SJS Investment Consulting Inc. | 106 | $4.40K | 0.00% | +106 | New |
| IFP Advisors, Inc | 110 | $4.56K | 0.00% | +96+685.7% | Added |
| Raffa Wealth Management, LLC | 119 | $4.94K | 0.00% | −19−13.8% | Reduced |
| Fortitude Family Office, LLC | 132 | $5.47K | 0.00% | +132 | New |
| Pension & Wealth Management Advisors, Inc. | 136 | $5.64K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 140 | $5.81K | 0.00% | +140 | New |
| Cornerstone Financial Management LLC | 142 | $5.89K | 0.00% | +142 | New |
| Rothschild Investment LLC | 150 | $6.22K | 0.00% | +17+12.8% | Added |
| Bell Investment Advisors, Inc | 152 | $6.30K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 187 | $7.76K | 0.00% | +156+503.2% | Added |
| North Star Investment Management Corp. | 193 | $8.01K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 200 | $8.30K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 202 | $8.38K | 0.00% | −31,188−99.4% | Reduced |
| Private Wealth Management Group, LLC | 218 | $9.04K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 230 | $9.54K | 0.01% | +230 | New |
| Tokio Marine Asset Management Co Ltd | 247 | $10.2K | 0.00% | +247 | New |
| Mark Sheptoff Financial Planning, LLC | 250 | $10.4K | 0.01% | +250 | New |
| Ameritas Advisory Services, LLC | 250 | $10.4K | 0.00% | +250 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 256 | $10.6K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $12.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $12.4K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 353 | $14.6K | 0.00% | +353 | New |
| Federation des caisses Desjardins du Quebec | 357 | $14.8K | 0.00% | +115+47.5% | Added |
| CX Institutional | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 468 | $19.4K | 0.00% | +468 | New |
| Grove Bank & Trust | 477 | $19.8K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 525 | $21.8K | 0.00% | +525 | New |
| Allworth Financial LP | 573 | $23.8K | 0.00% | +35+6.5% | Added |
| Cullen/Frost Bankers, Inc. | 615 | $25.5K | 0.00% | +615 | New |
| Bare Financial Services, Inc | 694 | $28.8K | 0.01% | +177+34.2% | Added |
| Optiver Holding B.V. | 749 | $31.1K | 0.00% | +749 | New |
| Trust Co of Toledo NA | 800 | $33.2K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 811 | $33.6K | 0.00% | +811 | New |
| Harbour Investments, Inc. | 843 | $35.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 887 | $36.8K | 0.00% | −223−20.1% | Reduced |
| Millstone Evans Group, LLC | 973 | $40.4K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,151 | $47.7K | 0.00% | +304+35.9% | Added |
| Graticule Asia Macro Advisors LLC | 1,162 | $48.2K | 0.00% | +1,162 | New |
| Farther Finance Advisors, LLC | 1,197 | $49.6K | 0.00% | +245+25.7% | Added |
| Umb Bank N A | 1,269 | $52.6K | 0.00% | +30+2.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,363 | $56.5K | 0.01% | +39+2.9% | Added |
| Public Employees Retirement System of Ohio | 1,397 | $57.9K | 0.00% | −215−13.3% | Reduced |
| Hanson & Doremus Investment Management | 1,430 | $59.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,451 | $60.2K | 0.00% | +1,451 | New |
| Parallel Advisors, LLC | 1,509 | $62.6K | 0.00% | +49+3.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,638 | $67.9K | 0.00% | +668+68.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,648 | $68.4K | 0.00% | −525−24.2% | Reduced |
| McMillan Office, Inc. | 1,800 | $74.7K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 1,922 | $79.7K | 0.02% | +1,922 | New |
| Salomon & Ludwin, LLC | 2,085 | $84.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,239 | $92.9K | 0.00% | +266+13.5% | Added |
| Larson Financial Group LLC | 2,511 | $104.2K | 0.00% | −76−2.9% | Reduced |
| KBC Group NV | 2,988 | $124.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,181 | $131.9K | 0.00% | −1,216−27.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,388 | $140.5K | 0.00% | −696−17.0% | Reduced |
| Jones Financial Companies LLLP | 3,588 | $143.7K | 0.00% | +1,845+105.9% | Added |
| Versant Capital Management, Inc | 3,755 | $155.8K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 4,027 | $167.0K | 0.02% | +2,860+245.1% | Added |
| SRS Capital Advisors, Inc. | 4,366 | $181.1K | 0.00% | +3,669+526.4% | Added |
| Eurizon Capital SGR S.p.A. | 4,547 | $186.1K | 0.00% | −1,256−21.6% | Reduced |