| Evolution Advisers, Inc. | 9 | $0 | 0.00% | +9 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| GHP Investment Advisors, Inc. | 1 | $63 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $63 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $65 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $125 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $125 | 0.00% | +1+100.0% | Added |
| Davis Capital Management | 2 | $125 | 0.00% | +2 | New |
| LRI Investments, LLC | 2 | $125 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $126 | 0.00% | −2−50.0% | Reduced |
| Hughes Financial Services, LLC | 4 | $251 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 5 | $313 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $314 | 0.00% | +3+150.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $376 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $376 | 0.00% | +4+200.0% | Added |
| Plante Moran Financial Advisors, LLC | 6 | $376 | 0.00% | +6 | New |
| Ankerstar Wealth, LLC | 7 | $438 | 0.00% | −1−12.5% | Reduced |
| Harbour Investments, Inc. | 7 | $454 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 8 | $501 | 0.00% | +8 | New |
| Clearstead Advisors, LLC | 9 | $564 | 0.00% | +9 | New |
| CoreCap Advisors, LLC | 9 | $564 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 10 | $627 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $627 | 0.00% | +7+233.3% | Added |
| Creative Capital Management Investments LLC | 11 | $689 | 0.00% | +11 | New |
| Silver Grove Financial Group, Inc. | 11 | $689 | 0.00% | +11 | New |
| Bell Investment Advisors, Inc | 15 | $940 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 19 | $1.19K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $1.31K | 0.00% | +6+40.0% | Added |
| JPL Wealth Management, LLC | 23 | $1.44K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $1.57K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 26 | $1.63K | 0.00% | +26 | New |
| Assetmark, Inc | 27 | $1.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $1.75K | 0.00% | +5+21.7% | Added |
| Zions Bancorporation, National Association | 30 | $1.88K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 30 | $1.88K | 0.00% | +30 | New |
| Action Point Financial Planning, LLC | 36 | $2.19K | 0.00% | +36 | New |
| Parallel Advisors, LLC | 39 | $2.44K | 0.00% | −36−48.0% | Reduced |
| CVA Family Office, LLC | 44 | $2.76K | 0.00% | +13+41.9% | Added |
| Essential Partners LLC | 44 | $2.76K | 0.00% | +27+158.8% | Added |
| Keating Financial Advisory Services, Inc. | 48 | $3.01K | 0.00% | −49−50.5% | Reduced |
| Godsey & Gibb Associates | 48 | $3.01K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $3.13K | 0.00% | −35−41.2% | Reduced |
| Huntington National Bank | 52 | $3.26K | 0.00% | +15+40.5% | Added |
| EverSource Wealth Advisors, LLC | 57 | $3.57K | 0.00% | −175−75.4% | Reduced |
| LifeSteps Financial, Inc. | 85 | $5.32K | 0.00% | +85 | New |
| Massmutual Trust Co FSB | 112 | $7.02K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 135 | $8.46K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 141 | $8.83K | 0.00% | −130−48.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 143 | $8.96K | 0.00% | +53+58.9% | Added |
| Bare Financial Services, Inc | 149 | $9.33K | 0.00% | +106+246.5% | Added |
| SRS Capital Advisors, Inc. | 202 | $12.7K | 0.00% | +202 | New |
| Los Angeles Capital Management LLC | 205 | $12.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 210 | $13.2K | 0.00% | +210 | New |
| Caitong International Asset Management Co., Ltd | 218 | $13.7K | 0.00% | −328−60.1% | Reduced |
| Smartleaf Asset Management LLC | 225 | $13.9K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 263 | $16.5K | 0.00% | +83+46.1% | Added |
| Institute for Wealth Management, LLC. | 270 | $16.9K | 0.00% | +270 | New |
| Salomon & Ludwin, LLC | 275 | $17.7K | 0.00% | −263−48.9% | Reduced |
| Covestor Ltd | 284 | $18.0K | 0.01% | −779−73.3% | Reduced |
| Arlington Trust Co LLC | 300 | $18.8K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 305 | $19.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 310 | $19.4K | 0.00% | +133+75.1% | Added |
| Optiver Holding B.V. | 336 | $21.0K | 0.00% | +336 | New |
| Rothschild Investment LLC | 382 | $23.9K | 0.00% | +45+13.4% | Added |
| Hantz Financial Services, Inc. | 378 | $24.0K | 0.00% | +52+16.0% | Added |
| Public Employees Retirement System of Ohio | 390 | $24.4K | 0.00% | +39+11.1% | Added |
| Larson Financial Group LLC | 407 | $25.5K | 0.00% | +64+18.7% | Added |
| Versant Capital Management, Inc | 432 | $27.1K | 0.00% | +155+56.0% | Added |
| Whittier Trust Co of Nevada Inc | 418 | $27.4K | 0.00% | −704−62.7% | Reduced |
| Simplex Trading, LLC | 555 | $34.8K | 0.00% | −453−44.9% | Reduced |
| Advisor Group Holdings, Inc. | 556 | $34.8K | 0.00% | −540−49.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 693 | $43.4K | 0.00% | −164−19.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 915 | $57.3K | 0.01% | +34+3.9% | Added |
| Parkside Financial Bank & Trust | 927 | $58.1K | 0.00% | −3−0.3% | Reduced |
| Advisors Asset Management, Inc. | 1,005 | $63.0K | 0.00% | +63+6.7% | Added |
| GAMMA Investing LLC | 1,430 | $89.6K | 0.00% | +33+2.4% | Added |
| KBC Group NV | 1,522 | $95.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,652 | $103.5K | 0.00% | +164+11.0% | Added |
| Nisa Investment Advisors, LLC | 2,064 | $129.3K | 0.00% | +8+0.4% | Added |
| Whittier Trust Co | 2,532 | $164.4K | 0.00% | −286−10.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,632 | $164.9K | 0.00% | −1,364−34.1% | Reduced |
| Nykredit A/S | 2,661 | $166.7K | 0.00% | +2,661 | New |
| State of Wyoming | 2,790 | $174.8K | 0.02% | +2,790 | New |
| The PNC Financial Services Group, Inc. | 3,237 | $202.8K | 0.00% | −60−1.8% | Reduced |
| Ensign Peak Advisors, Inc | 3,276 | $205.2K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,406 | $213.4K | 0.00% | +3,406 | New |
| Crossmark Global Holdings, Inc. | 3,428 | $214.7K | 0.00% | +3,428 | New |
| Summit Global Investments | 3,643 | $228.0K | 0.01% | +3,643 | New |
| Ameritas Investment Partners, Inc. | 3,647 | $228.4K | 0.01% | +209+6.1% | Added |
| Neuberger Berman Group LLC | 3,714 | $232.6K | 0.00% | +3,714 | New |
| Two Sigma Securities, LLC | 3,777 | $236.6K | 0.02% | −5,583−59.6% | Reduced |
| Systematic Alpha Investments, LLC | 3,800 | $238.0K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 3,821 | $239.3K | 0.00% | +3,821 | New |
| Xponance, Inc. | 3,964 | $248.3K | 0.00% | +27+0.7% | Added |
| Mercer Global Advisors Inc | 4,129 | $258.6K | 0.00% | +4,129 | New |
| Profund Advisors LLC | 4,135 | $259.0K | 0.01% | +4,135 | New |
| Yorktown Management & Research Co Inc | 4,300 | $269.4K | 0.16% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,325 | $270.9K | 0.00% | +106+2.5% | Added |
| Cambria Investment Management, L.P. | 4,362 | $273.2K | 0.01% | +452+11.6% | Added |
