| Evolution Advisers, Inc. | 16 | $0 | 0.00% | +16 | New |
| Navigoe, LLC | 10 | $0 | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 2 | $75 | 0.00% | −2−50.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 2 | $75 | 0.00% | +2 | New |
| IMG Wealth Management, Inc. | 5 | $187 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $224 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $261 | 0.00% | +7 | New |
| Godfrey Financial Associates, Inc. | 9 | $336 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $373 | 0.00% | +9+900.0% | Added |
| LRI Investments, LLC | 10 | $373 | 0.00% | +10 | New |
| Quaker Wealth Management, LLC | 12 | $448 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13 | $485 | 0.00% | +13 | New |
| TD Private Client Wealth LLC | 13 | $485 | 0.00% | +13 | New |
| Bear Mountain Capital, Inc. | 12 | $500 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 17 | $634 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $635 | 0.00% | −3−15.0% | Reduced |
| Gilpin Wealth Management, LLC | 17 | $635 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $709 | 0.00% | −6−24.0% | Reduced |
| HFM Investment Advisors, LLC | 20 | $746 | 0.00% | +7+53.8% | Added |
| Trust Co | 23 | $858 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 24 | $895 | 0.00% | +24 | New |
| South State Corp. | 24 | $896 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 26 | $970 | 0.00% | +26 | New |
| Bellevue Asset Management, LLC | 29 | $1.08K | 0.00% | +29 | New |
| IMA Wealth, Inc. | 29 | $1.08K | 0.00% | +29 | New |
| UMA Financial Services, Inc. | 31 | $1.16K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 33 | $1.23K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 34 | $1.27K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 34 | $1.27K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 34 | $1.27K | 0.00% | +34 | New |
| Hughes Financial Services, LLC | 35 | $1.31K | 0.00% | −2−5.4% | Reduced |
| DecisionPoint Financial, LLC | 37 | $1.37K | 0.00% | +5+15.6% | Added |
| Dogwood Wealth Management LLC | 37 | $1.38K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 38 | $1.42K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 40 | $1.49K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 44 | $1.64K | 0.00% | +44 | New |
| Johnson Financial Group, Inc. | 45 | $1.68K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 45 | $1.68K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 45 | $1.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 50 | $1.87K | 0.00% | +26+108.3% | Added |
| Crews Bank & Trust | 35 | $1.88K | 0.00% | +35 | New |
| Avion Wealth | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 60 | $2.24K | 0.00% | +60 | New |
| North Star Investment Management Corp. | 65 | $2.42K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $2.42K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 73 | $2.72K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 93 | $3.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 85 | $3.17K | 0.00% | −750−89.8% | Reduced |
| Cornerstone Financial Management LLC | 94 | $3.51K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 100 | $3.73K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $3.73K | 0.00% | +9+9.9% | Added |
| Ancora Advisors, LLC | 117 | $4.36K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 131 | $4.89K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 133 | $4.96K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 134 | $5.00K | 0.00% | −401−75.0% | Reduced |
| Global Retirement Partners, LLC | 135 | $5.04K | 0.00% | +135 | New |
| Picton Mahoney Asset Management | 143 | $5.33K | 0.00% | +110+333.3% | Added |
| Corient IA LLC | 156 | $5.82K | 0.01% | −310−66.5% | Reduced |
| Action Point Financial Planning, LLC | 171 | $6.19K | 0.00% | +171 | New |
| Keating Financial Advisory Services, Inc. | 168 | $6.27K | 0.00% | −6−3.4% | Reduced |
| CVA Family Office, LLC | 183 | $6.83K | 0.00% | −7−3.7% | Reduced |
| Bare Financial Services, Inc | 188 | $7.01K | 0.00% | +161+596.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 202 | $7.54K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 235 | $8.77K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 272 | $10.0K | 0.01% | −2,283−89.4% | Reduced |
| Smartleaf Asset Management LLC | 273 | $10.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 294 | $11.0K | 0.00% | −56−16.0% | Reduced |
| Assetmark, Inc | 302 | $11.3K | 0.00% | +64+26.9% | Added |
| Steward Partners Investment Advisory, LLC | 340 | $12.7K | 0.00% | −35−9.3% | Reduced |
| Quent Capital, LLC | 353 | $13.2K | 0.00% | +353 | New |
| Rothschild Investment LLC | 356 | $13.3K | 0.00% | +1+0.3% | Added |
| Wolff Wiese Magana LLC | 360 | $13.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 466 | $17.4K | 0.00% | −7−1.5% | Reduced |
| Maryland Capital Advisors Inc. | 488 | $18.2K | 0.01% | +488 | New |
| AdvisorNet Financial, Inc | 501 | $18.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 560 | $20.9K | 0.00% | −520−48.1% | Reduced |
| Huntington National Bank | 576 | $21.5K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 596 | $22.2K | 0.00% | −3,616−85.8% | Reduced |
| Fortitude Family Office, LLC | 622 | $23.2K | 0.00% | +463+291.2% | Added |
| Transamerica Financial Advisors, Inc. | 656 | $24.5K | 0.00% | −152−18.8% | Reduced |
| Umb Bank N A | 672 | $25.1K | 0.00% | +5+0.7% | Added |
| True Wealth Design, LLC | 675 | $25.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 864 | $32.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 952 | $35.5K | 0.00% | +172+22.1% | Added |
| Massmutual Trust Co FSB | 960 | $35.8K | 0.00% | −125−11.5% | Reduced |
| Kemnay Advisory Services Inc. | 965 | $36.0K | 0.00% | +88+10.0% | Added |
| Harbor Capital Advisors, Inc. | 969 | $36.0K | 0.00% | −94−8.8% | Reduced |
| Elequin Capital LP | 978 | $36.5K | 0.00% | +978 | New |
| Bayforest Capital Ltd | 979 | $36.5K | 0.03% | −1,817−65.0% | Reduced |
| Fifth Third Bancorp | 1,017 | $37.9K | 0.00% | +66+6.9% | Added |
| Optiver Holding B.V. | 1,129 | $42.1K | 0.00% | +1,129 | New |
| Spurstone Advisory Services, LLC | 1,200 | $44.5K | 0.61% | +1,200 | New |
| Versant Capital Management, Inc | 1,243 | $46.4K | 0.00% | +382+44.4% | Added |
| GWM Advisors LLC | 1,311 | $48.9K | 0.00% | +21+1.6% | Added |
| Basecamp Wealth Advisors LLC | 1,343 | $50.1K | 0.01% | +130+10.7% | Added |
| Essential Partners LLC | 1,673 | $62.4K | 0.03% | −544−24.5% | Reduced |
| UBS Asset Management Americas Inc | 1,840 | $68.6K | 0.00% | −232,366−99.2% | Reduced |
| BFSG, LLC | 1,898 | $70.8K | 0.01% | −186−8.9% | Reduced |
| Public Employees Retirement System of Ohio | 1,904 | $71.0K | 0.00% | −65−3.3% | Reduced |