| Ogorek Anthony Joseph | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 24 | $0 | 0.00% | −1−4.0% | Reduced |
| MidFirst Bank | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2 | $35 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3 | $53 | 0.00% | −906−99.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 3 | $53 | 0.00% | +3 | New |
| Toth Financial Advisory Corp | 7 | $123 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 10 | $176 | 0.00% | +10 | New |
| Curio Wealth, LLC | 10 | $176 | 0.00% | +10 | New |
| 3 Factor Indexing, LLC | 10 | $176 | 0.00% | +10 | New |
| Front Row Advisors LLC | 11 | $194 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 12 | $211 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 12 | $211 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15 | $264 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 16 | $281 | 0.00% | +16 | New |
| Davis Capital Management | 19 | $334 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 21 | $369 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 22 | $387 | 0.00% | −318−93.5% | Reduced |
| Trust Co | 22 | $387 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 22 | $387 | 0.00% | +22 | New |
| Evolution Wealth Management Inc. | 23 | $404 | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 25 | $439 | 0.00% | +25 | New |
| Godfrey Financial Associates, Inc. | 28 | $492 | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 30 | $527 | 0.00% | +30 | New |
| LRI Investments, LLC | 30 | $527 | 0.00% | +30 | New |
| GHP Investment Advisors, Inc. | 30 | $528 | 0.00% | +30 | New |
| Breakwater Investment Management | 36 | $633 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 36 | $633 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $703 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 44 | $774 | 0.00% | +42+2,100.0% | Added |
| Torren Management, LLC | 45 | $799 | 0.00% | −1,985−97.8% | Reduced |
| Mascoma Wealth Management LLC | 47 | $826 | 0.00% | +47 | New |
| Global Wealth Strategies & Associates | 48 | $843 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 49 | $861 | 0.00% | +49 | New |
| Burk Holdings LLC | 49 | $861 | 0.00% | +49 | New |
| NBT Bank N A | 52 | $914 | 0.00% | +52 | New |
| 1015 Capital Partners, LLC | 53 | $931 | 0.00% | +7+15.2% | Added |
| Quaker Wealth Management, LLC | 54 | $949 | 0.00% | +4+8.0% | Added |
| Portus Wealth Advisors, LLC | 55 | $966 | 0.00% | +55 | New |
| Dunhill Financial, LLC | 55 | $974 | 0.00% | +2+3.8% | Added |
| Valley National Advisers Inc | 93 | $1.00K | 0.00% | +19+25.7% | Added |
| Financial Connections Group, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 27 | $1.00K | 0.00% | +27 | New |
| Fountainhead AM, LLC | 60 | $1.05K | 0.00% | +60 | New |
| Asset Dedication, LLC | 63 | $1.11K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 65 | $1.14K | 0.00% | +65 | New |
| Center for Financial Planning, Inc. | 67 | $1.18K | 0.00% | −67−50.0% | Reduced |
| Intentional Wealth Strategies, LLC | 70 | $1.23K | 0.00% | +70 | New |
| Greykasell Wealth Strategies, Inc. | 71 | $1.25K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 71 | $1.25K | 0.00% | +51+255.0% | Added |
| Highline Wealth Partners LLC | 78 | $1.37K | 0.00% | +78 | New |
| HM Payson & Co | 82 | $1.44K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 83 | $1.46K | 0.00% | +59+245.8% | Added |
| NVWM, LLC | 84 | $1.48K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 86 | $1.51K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 87 | $1.53K | 0.00% | +87 | New |
| CGC Financial Services, LLC | 88 | $1.55K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 89 | $1.56K | 0.00% | −20−18.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 89 | $1.56K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 90 | $1.58K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 90 | $1.59K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 93 | $1.63K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 95 | $1.67K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 100 | $1.76K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 100 | $1.76K | 0.00% | +66+194.1% | Added |
| 1620 Investment Advisors, Inc. | 100 | $1.77K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 107 | $1.88K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 108 | $1.90K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 110 | $1.93K | 0.00% | +110 | New |
| Hurley Capital, LLC | 112 | $1.97K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 113 | $1.99K | 0.00% | +14+14.1% | Added |
| Capital Analysts, LLC | 94 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 120 | $2.11K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 123 | $2.16K | 0.00% | +41+50.0% | Added |
| High Note Wealth, LLC | 126 | $2.21K | 0.00% | +34+37.0% | Added |
| North Star Investment Management Corp. | 130 | $2.28K | 0.00% | −205−61.2% | Reduced |
| Marquette Asset Management, LLC | 132 | $2.32K | 0.00% | +14+11.9% | Added |
| Retirement Wealth Solutions LLC | 138 | $2.42K | 0.00% | +84+155.6% | Added |
| Geneos Wealth Management Inc. | 144 | $2.53K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 148 | $2.60K | 0.00% | +114+335.3% | Added |
| Tradewinds Capital Management, LLC | 150 | $2.64K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 151 | $2.65K | 0.00% | −527−77.7% | Reduced |
| Vermillion Wealth Management, Inc. | 153 | $2.69K | 0.00% | +153 | New |
| Robinswood Financial LLC | 167 | $2.93K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 169 | $2.97K | 0.00% | +95+128.4% | Added |
| Penserra Capital Management LLC | 186 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 171 | $3.00K | 0.00% | +55+47.4% | Added |
| Raffa Wealth Management, LLC | 177 | $3.11K | 0.00% | +8+4.7% | Added |
| Principia Wealth Advisory, LLC | 188 | $3.30K | 0.00% | +29+18.2% | Added |
| Armstrong Advisory Group, Inc | 200 | $3.51K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 200 | $3.51K | 0.00% | +200 | New |
| Fairman Group, LLC | 206 | $3.63K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 235 | $3.81K | 0.00% | +11+4.9% | Added |
| ZRC Wealth Management, LLC | 225 | $3.95K | 0.00% | +58+34.7% | Added |
| Ares Financial Consulting, LLC | 235 | $4.17K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 241 | $4.25K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 249 | $4.38K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 253 | $4.45K | 0.00% | +76+42.9% | Added |
| Vision Retirement, LLC | 255 | $4.48K | 0.00% | +255 | New |