| Roble, Belko & Company, Inc | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $17 | 0.00% | −87−98.9% | Reduced |
| Highline Wealth Partners LLC | 1 | $17 | 0.00% | +1 | New |
| PMV Capital Advisers, LLC | 1 | $21 | 0.00% | +1 | New |
| Torren Management, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $83 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 5 | $86 | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 8 | $138 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 8 | $138 | 0.00% | −130−94.2% | Reduced |
| Curio Wealth, LLC | 10 | $172 | 0.00% | +10 | New |
| 3 Factor Indexing, LLC | 10 | $173 | 0.00% | +10 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 12 | $207 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 12 | $207 | 0.00% | +12 | New |
| Dogwood Wealth Management LLC | 13 | $224 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 20 | $345 | 0.00% | +10+100.0% | Added |
| Trust Co of Toledo NA | 20 | $345 | 0.00% | +20 | New |
| Toth Financial Advisory Corp | 25 | $431 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 25 | $431 | 0.00% | +25 | New |
| TopTier Wealth Management, LLC | 26 | $448 | 0.00% | +26 | New |
| Breakwater Investment Management | 31 | $535 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 34 | $586 | 0.00% | +34 | New |
| HFM Investment Advisors, LLC | 36 | $621 | 0.00% | +5+16.1% | Added |
| DecisionPoint Financial, LLC | 37 | $638 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 40 | $690 | 0.00% | −1,042−96.3% | Reduced |
| IMG Wealth Management, Inc. | 43 | $741 | 0.00% | −943−95.6% | Reduced |
| Aspect Partners, LLC | 46 | $793 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 46 | $794 | 0.00% | −1−2.1% | Reduced |
| Centennial Bank | 50 | $862 | 0.00% | +50 | New |
| MidFirst Bank | 52 | $896 | 0.00% | +52 | New |
| Clear Investment Research, LLC | 53 | $921 | 0.00% | +53 | New |
| Legacy Wealth Managment, LLC | 56 | $966 | 0.00% | +56 | New |
| Valley National Advisers Inc | 112 | $1.00K | 0.00% | −30−21.1% | Reduced |
| Crewe Advisors LLC | 59 | $1.01K | 0.00% | +59 | New |
| Park Place Capital Corp | 60 | $1.03K | 0.00% | −1,005−94.4% | Reduced |
| Delta Asset Management LLC | 60 | $1.03K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 60 | $1.03K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 61 | $1.06K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 65 | $1.12K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 65 | $1.12K | 0.00% | +65 | New |
| Richardson Financial Services Inc. | 73 | $1.26K | 0.00% | +40+121.2% | Added |
| Asset Dedication, LLC | 74 | $1.28K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 77 | $1.32K | 0.00% | +56+266.7% | Added |
| Ankerstar Wealth, LLC | 80 | $1.38K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 80 | $1.38K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 80 | $1.38K | 0.00% | +80 | New |
| WestEnd Advisors, LLC | 82 | $1.41K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 84 | $1.45K | 0.00% | +39+86.7% | Added |
| Atlas Capital Advisors LLC | 90 | $1.55K | 0.00% | +90 | New |
| Clark Wealth Partners | 94 | $1.62K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 100 | $1.72K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $1.72K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 100 | $1.72K | 0.00% | +90+900.0% | Added |
| Retirement Wealth Solutions LLC | 101 | $1.74K | 0.00% | +43+74.1% | Added |
| Marquette Asset Management, LLC | 107 | $1.84K | 0.00% | −47−30.5% | Reduced |
| Purpose Unlimited Inc. | 108 | $1.86K | 0.00% | −218−66.9% | Reduced |
| PFS Partners, LLC | 109 | $1.88K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 114 | $1.97K | 0.00% | +5+4.6% | Added |
| Synergy Investment Management, LLC | 115 | $1.98K | 0.00% | +115 | New |
| Penserra Capital Management LLC | 162 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 126 | $2.17K | 0.00% | −29−18.7% | Reduced |
| Gill Capital Partners, LLC | 128 | $2.21K | 0.00% | +128 | New |
| Vermillion Wealth Management, Inc. | 135 | $2.33K | 0.00% | +135 | New |
| Red Tortoise LLC | 141 | $2.43K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 151 | $2.60K | 0.00% | −660−81.4% | Reduced |
| Financial Network Wealth Advisors LLC | 153 | $2.64K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 157 | $2.71K | 0.00% | +104+196.2% | Added |
| Bay Harbor Wealth Management, LLC | 158 | $2.72K | 0.00% | +48+43.6% | Added |
| Horrell Capital Management, Inc. | 160 | $2.76K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 160 | $2.76K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 162 | $2.79K | 0.00% | −2,378−93.6% | Reduced |
| Westfuller Advisors, LLC | 164 | $2.82K | 0.00% | −146−47.1% | Reduced |
| Raffa Wealth Management, LLC | 168 | $2.90K | 0.00% | +10+6.3% | Added |
| Scarborough Advisors, LLC | 169 | $2.91K | 0.00% | +160+1,777.8% | Added |
| Hilton Head Capital Partners, LLC | 173 | $2.98K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 230 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 176 | $3.03K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 176 | $3.03K | 0.00% | +176 | New |
| Aventura Private Wealth, LLC | 177 | $3.05K | 0.00% | −15−7.8% | Reduced |
| ZRC Wealth Management, LLC | 183 | $3.15K | 0.00% | −106−36.7% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 184 | $3.17K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 185 | $3.19K | 0.00% | +36+24.2% | Added |
| Hughes Financial Services, LLC | 200 | $3.45K | 0.00% | +24+13.6% | Added |
| Wilkerson Advisory Group LLC | 202 | $3.48K | 0.00% | +10+5.2% | Added |
| Kilter Group LLC | 202 | $3.48K | 0.00% | +8+4.1% | Added |
| Truvestments Capital LLC | 207 | $3.57K | 0.00% | +207 | New |
| Rakuten Securities, Inc. | 212 | $3.65K | 0.00% | +198+1,414.3% | Added |
| West Branch Capital LLC | 215 | $3.71K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 216 | $3.72K | 0.00% | −698−76.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 228 | $3.93K | 0.00% | +228 | New |
| South State Corp. | 240 | $4.14K | 0.00% | +9+3.9% | Added |
| Prosperity Bancshares Inc | 252 | $4.34K | 0.00% | +122+93.8% | Added |
| Rialto Wealth Management, LLC | 253 | $4.36K | 0.00% | +107+73.3% | Added |
| MB, Levis & Associates, LLC | 264 | $4.55K | 0.00% | +3+1.1% | Added |
| ESL Trust Services, LLC | 265 | $4.57K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 279 | $4.81K | 0.00% | +80+40.2% | Added |
| Portus Wealth Advisors, LLC | 300 | $5.17K | 0.00% | +300 | New |
| Strategic Investment Solutions, Inc. | 303 | $5.22K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 303 | $5.22K | 0.00% | +303 | New |
| Clear Street Markets LLC | 315 | $5.43K | 0.00% | −6,531−95.4% | Reduced |