| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Cullen/Frost Bankers, Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Key Financial Inc | 1 | $192 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $192 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $193 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $193 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $193 | 0.00% | +1 | New |
| Activest Wealth Management | 2 | $384 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $384 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $408 | 0.00% | +2 | New |
| Trust Co | 3 | $578 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4 | $769 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4 | $769 | 0.00% | +4 | New |
| Noble Wealth Management PBC | 4 | $769 | 0.00% | +4 | New |
| Ankerstar Wealth, LLC | 5 | $961 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $961 | 0.00% | +4+400.0% | Added |
| Ameritas Advisory Services, LLC | 5 | $961 | 0.00% | +5 | New |
| Torren Management, LLC | 5 | $980 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $1.35K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $1.35K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 7 | $1.35K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 7 | $1.35K | 0.00% | +7 | New |
| Wealth Enhancement Trust Services, Inc. | 7 | $1.35K | 0.00% | +7 | New |
| Cornerstone Financial Management LLC | 9 | $1.73K | 0.00% | +3+50.0% | Added |
| HFM Investment Advisors, LLC | 9 | $1.73K | 0.00% | +5+125.0% | Added |
| Dogwood Wealth Management LLC | 10 | $1.92K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $1.92K | 0.00% | +3+42.9% | Added |
| Harbour Investments, Inc. | 10 | $1.92K | 0.00% | +9+900.0% | Added |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 12 | $2.31K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $2.31K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $2.31K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $2.31K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13 | $2.50K | 0.00% | −17−56.7% | Reduced |
| Rossby Financial, LCC | 14 | $2.69K | 0.00% | +1+7.7% | Added |
| Private Wealth Management Group, LLC | 14 | $2.69K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 15 | $2.88K | 0.00% | +15 | New |
| JPL Wealth Management, LLC | 15 | $2.88K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $2.88K | 0.00% | +4+36.4% | Added |
| Farmers & Merchants Investments Inc | 16 | $3.08K | 0.00% | −2−11.1% | Reduced |
| Creative Capital Management Investments LLC | 16 | $3.08K | 0.00% | +16 | New |
| Wall Street Access Asset Management, LLC | 19 | $3.65K | 0.00% | +19 | New |
| Sachetta, LLC | 22 | $4.23K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 23 | $4.42K | 0.00% | +2+9.5% | Added |
| Essential Partners LLC | 24 | $4.61K | 0.00% | −9−27.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 24 | $4.61K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 24 | $4.61K | 0.00% | +8+50.0% | Added |
| Owl Creek Wealth Partners LLC | 27 | $5.19K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 32 | $5.38K | 0.00% | +32 | New |
| True Wealth Design, LLC | 31 | $5.96K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 32 | $6.00K | 0.00% | +3+10.3% | Added |
| High Note Wealth, LLC | 34 | $6.54K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 34 | $6.54K | 0.00% | +1+3.0% | Added |
| Bell Investment Advisors, Inc | 37 | $7.11K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 39 | $7.50K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 41 | $7.88K | 0.00% | +2+5.1% | Added |
| Strategic Investment Solutions, Inc. | 47 | $8.94K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 49 | $9.52K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 50 | $9.61K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 59 | $11.3K | 0.00% | +7+13.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 66 | $12.7K | 0.00% | +66 | New |
| Keating Financial Advisory Services, Inc. | 67 | $12.9K | 0.00% | +1+1.5% | Added |
| Brown Brothers Harriman & Co | 72 | $13.8K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 73 | $14.0K | 0.01% | +16+28.1% | Added |
| LRI Investments, LLC | 80 | $15.4K | 0.00% | +8+11.1% | Added |
| CVA Family Office, LLC | 83 | $16.0K | 0.00% | +25+43.1% | Added |
| Clearstead Advisors, LLC | 92 | $17.7K | 0.00% | +29+46.0% | Added |
| MCF Advisors LLC | 97 | $18.6K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 100 | $19.2K | 0.01% | +100 | New |
| Valued Wealth Advisors LLC | 107 | $20.6K | 0.01% | +107 | New |
| Massmutual Trust Co FSB | 108 | $20.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 111 | $21.3K | 0.01% | +71+177.5% | Added |
| Tacita Capital Inc | 113 | $21.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 115 | $22.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 117 | $22.5K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 122 | $23.5K | 0.01% | +48+64.9% | Added |
| Versant Capital Management, Inc | 134 | $25.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 144 | $27.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 144 | $27.7K | 0.00% | −7−4.6% | Reduced |
| International Assets Investment Management, LLC | 150 | $30.6K | 0.00% | +150 | New |
| MV Capital Management, Inc. | 165 | $31.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 167 | $32.1K | 0.00% | +10+6.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 183 | $35.2K | 0.00% | +57+45.2% | Added |
| Walleye Capital LLC | 192 | $36.9K | 0.00% | −571−74.8% | Reduced |
| Ameriflex Group, Inc. | 206 | $39.5K | 0.02% | −50−19.5% | Reduced |
| Kemnay Advisory Services Inc. | 209 | $40.2K | 0.01% | −6−2.8% | Reduced |
| Larson Financial Group LLC | 211 | $40.6K | 0.00% | +20+10.5% | Added |
| Signaturefd, LLC | 217 | $41.7K | 0.00% | +22+11.3% | Added |
| Global Retirement Partners, LLC | 228 | $43.8K | 0.00% | +228 | New |
| GWM Advisors LLC | 238 | $45.8K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 243 | $47.0K | 0.00% | −5−2.0% | Reduced |
| South State Corp. | 249 | $47.9K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 279 | $53.6K | 0.00% | +229+458.0% | Added |
| USA Financial Formulas | 279 | $53.6K | 0.01% | +279 | New |
| Public Employees Retirement System of Ohio | 284 | $54.6K | 0.00% | −1−0.4% | Reduced |
| Salomon & Ludwin, LLC | 270 | $55.1K | 0.00% | +78+40.6% | Added |
| Meeder Asset Management Inc | 298 | $57.3K | 0.00% | +298 | New |
| EverSource Wealth Advisors, LLC | 305 | $58.6K | 0.00% | +23+8.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 306 | $59.0K | 0.00% | +306 | New |