| Raffa Wealth Management, LLC | 1 | $27 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $27 | 0.00% | +1 | New |
| Curio Wealth, LLC | 2 | $55 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 3 | $95 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $193 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 11 | $302 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $330 | 0.00% | −3−20.0% | Reduced |
| Anfield Capital Management, LLC | 13 | $357 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $386 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $413 | 0.00% | +5+50.0% | Added |
| Essential Partners LLC | 16 | $440 | 0.00% | +12+300.0% | Added |
| Vermillion Wealth Management, Inc. | 16 | $440 | 0.00% | +16 | New |
| Cornerstone Financial Management LLC | 18 | $495 | 0.00% | +18 | New |
| Gilpin Wealth Management, LLC | 21 | $578 | 0.00% | +11+110.0% | Added |
| International Assets Investment Management, LLC | 21 | $589 | 0.00% | +10+90.9% | Added |
| Parallel Advisors, LLC | 25 | $687 | 0.00% | −25−50.0% | Reduced |
| Golden State Equity Partners | 25 | $687 | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 28 | $770 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 29 | $797 | 0.00% | +18+163.6% | Added |
| Cedar Mountain Advisors, LLC | 30 | $825 | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 31 | $832 | 0.00% | −60−65.9% | Reduced |
| Larson Financial Group LLC | 31 | $852 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $880 | 0.00% | +16+100.0% | Added |
| Caitong International Asset Management Co., Ltd | 32 | $880 | 0.00% | +32 | New |
| Massmutual Trust Co FSB | 37 | $1.02K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 40 | $1.10K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 45 | $1.24K | 0.00% | −22−32.8% | Reduced |
| Picton Mahoney Asset Management | 57 | $1.57K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 67 | $1.84K | 0.00% | +67 | New |
| Bogart Wealth, LLC | 67 | $1.84K | 0.00% | +67 | New |
| JPL Wealth Management, LLC | 68 | $1.87K | 0.00% | +68 | New |
| Farmers & Merchants Investments Inc | 80 | $2.20K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 84 | $2.32K | 0.00% | −132−61.1% | Reduced |
| Lloyd Advisory Services, LLC. | 84 | $2.32K | 0.00% | +84 | New |
| NBC Securities, Inc. | 85 | $2.34K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 93 | $2.56K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 99 | $2.72K | 0.00% | +61+160.5% | Added |
| Danske Bank A/S | 100 | $2.75K | 0.00% | −1,000−90.9% | Reduced |
| Bell Investment Advisors, Inc | 103 | $2.83K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 103 | $2.83K | 0.00% | +46+80.7% | Added |
| JFS Wealth Advisors, LLC | 162 | $4.45K | 0.00% | +9+5.9% | Added |
| TSFG, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 185 | $5.09K | 0.00% | +185 | New |
| Twin Peaks Wealth Advisors, LLC | 195 | $5.36K | 0.00% | +195 | New |
| Glen Eagle Advisors, LLC | 200 | $5.50K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 216 | $5.94K | 0.00% | −15−6.5% | Reduced |
| Sound Income Strategies, LLC | 242 | $6.80K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 255 | $7.01K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 268 | $7.37K | 0.00% | +217+425.5% | Added |
| Rothschild Investment LLC | 269 | $7.39K | 0.00% | +10+3.9% | Added |
| IFP Advisors, Inc | 300 | $8.25K | 0.00% | −326−52.1% | Reduced |
| Signature Equity Partners, LLC | 358 | $9.84K | 0.01% | +358 | New |
| Dogwood Wealth Management LLC | 363 | $9.98K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 395 | $10.8K | 0.00% | +27+7.3% | Added |
| Keating Financial Advisory Services, Inc. | 471 | $12.9K | 0.00% | +137+41.0% | Added |
| Kilter Group LLC | 481 | $13.2K | 0.01% | +481 | New |
| Vanguard National Trust Co | 510 | $14.0K | 0.00% | +510 | New |
| Bokf, NA | 519 | $14.3K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 530 | $14.6K | 0.00% | +530 | New |
| Financial Network Wealth Advisors LLC | 535 | $14.7K | 0.02% | +1+0.2% | Added |
| Group One Trading, L.P. | 543 | $14.9K | 0.00% | +300+123.5% | Added |
| Trust Co of Toledo NA | 600 | $16.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 602 | $16.6K | 0.00% | +23+4.0% | Added |
| Measured Wealth Private Client Group, LLC | 648 | $17.8K | 0.00% | −7,318−91.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 665 | $18.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 669 | $18.4K | 0.00% | +404+152.5% | Added |
| McIlrath & Eck, LLC | 693 | $19.1K | 0.00% | +321+86.3% | Added |
| Harbor Capital Advisors, Inc. | 729 | $20.0K | 0.00% | +429+143.0% | Added |
| Raleigh Capital Management Inc. | 748 | $20.6K | 0.01% | +9+1.2% | Added |
| Los Angeles Capital Management LLC | 771 | $21.2K | 0.00% | −204,582−99.6% | Reduced |
| Umb Bank N A | 792 | $21.8K | 0.00% | +126+18.9% | Added |
| Allworth Financial LP | 794 | $21.8K | 0.00% | +83+11.7% | Added |
| Manchester Capital Management LLC | 800 | $22.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 800 | $22.0K | 0.00% | +98+14.0% | Added |
| Root Financial Partners, LLC | 806 | $22.2K | 0.00% | +387+92.4% | Added |
| Cullen/Frost Bankers, Inc. | 922 | $25.3K | 0.00% | +434+88.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,020 | $28.0K | 0.00% | −497−32.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,104 | $30.3K | 0.00% | +1,000+961.5% | Added |
| Strive Financial Group ,LLC | 1,221 | $34.0K | 0.02% | +128+11.7% | Added |
| Versant Capital Management, Inc | 1,247 | $34.3K | 0.00% | +687+122.7% | Added |
| Hickory Point Bank & Trust | 1,250 | $34.4K | 0.02% | +1,250 | New |
| REAP Financial Group, LLC | 1,292 | $35.5K | 0.01% | +19+1.5% | Added |
| Covestor Ltd | 1,409 | $39.0K | 0.03% | +363+34.7% | Added |
| Public Employees Retirement System of Ohio | 1,514 | $41.6K | 0.00% | +27+1.8% | Added |
| Salomon & Ludwin, LLC | 1,639 | $45.3K | 0.00% | +730+80.3% | Added |
| Smartleaf Asset Management LLC | 1,773 | $47.6K | 0.00% | +450+34.0% | Added |
| Transamerica Financial Advisors, Inc. | 1,744 | $47.9K | 0.00% | +688+65.2% | Added |
| Banque Cantonale Vaudoise | 1,841 | $51.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,935 | $53.2K | 0.00% | +914+89.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,940 | $53.3K | 0.01% | +208+12.0% | Added |
| HHM Wealth Advisors, LLC | 2,000 | $55.0K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 2,000 | $55.0K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,316 | $63.7K | 0.00% | +289+14.3% | Added |
| CoreCap Advisors, LLC | 2,363 | $65.0K | 0.00% | −982−29.4% | Reduced |
| Natixis | 2,641 | $72.6K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2,800 | $77.0K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 3,065 | $84.2K | 0.00% | +40+1.3% | Added |
| MAI Capital Management | 3,259 | $89.6K | 0.00% | −689−17.5% | Reduced |
| Rockefeller Capital Management L.P. | 3,465 | $95.3K | 0.00% | +1,010+41.1% | Added |
| Kemnay Advisory Services Inc. | 3,896 | $107.1K | 0.02% | −5,502−58.5% | Reduced |