| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $199 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $201 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $202 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1 | $202 | 0.00% | +1 | New |
| Bruce G. Allen Investments, LLC | 2 | $402 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $402 | 0.00% | +1+100.0% | Added |
| LRI Investments, LLC | 2 | $402 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 3 | $603 | 0.00% | +1+50.0% | Added |
| North Star Investment Management Corp. | 3 | $603 | 0.00% | +3 | New |
| Plante Moran Financial Advisors, LLC | 3 | $603 | 0.00% | +3 | New |
| N.E.W. Advisory Services LLC | 3 | $603 | 0.00% | +3 | New |
| Ankerstar Wealth, LLC | 3 | $603 | 0.00% | +3 | New |
| Investors Portfolio Services LLC | 3 | $603 | 0.00% | +3 | New |
| Cornerstone Financial Management LLC | 3 | $603 | 0.00% | +3 | New |
| Zions Bancorporation, National Association | 4 | $804 | 0.00% | +4 | New |
| Cedar Mountain Advisors, LLC | 4 | $804 | 0.00% | +4 | New |
| Creative Capital Management Investments LLC | 4 | $804 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $805 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $805 | 0.00% | +2+100.0% | Added |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $1.00K | 0.00% | +4+400.0% | Added |
| Prestige Wealth Management Group LLC | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 6 | $1.21K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $1.31K | 0.00% | +5+500.0% | Added |
| Advisor Group Holdings, Inc. | 7 | $1.41K | 0.00% | −102−93.6% | Reduced |
| Larson Financial Group LLC | 7 | $1.41K | 0.00% | +7 | New |
| Spectrum Wealth Advisory Group, LLC | 7 | $1.41K | 0.00% | +7 | New |
| Bellevue Asset Management, LLC | 8 | $1.61K | 0.00% | +8 | New |
| Clearstead Advisors, LLC | 8 | $1.61K | 0.00% | +8 | New |
| Action Point Financial Planning, LLC | 10 | $1.81K | 0.00% | +10 | New |
| Farmers & Merchants Investments Inc | 10 | $2.01K | 0.00% | −2−16.7% | Reduced |
| Bell Investment Advisors, Inc | 10 | $2.01K | 0.00% | +4+66.7% | Added |
| Keating Financial Advisory Services, Inc. | 10 | $2.01K | 0.00% | +10 | New |
| High Note Wealth, LLC | 11 | $2.21K | 0.00% | +3+37.5% | Added |
| Rothschild Investment LLC | 11 | $2.21K | 0.00% | +10+1,000.0% | Added |
| Union Savings Bank | 12 | $2.41K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $2.41K | 0.00% | +10+500.0% | Added |
| Rossby Financial, LCC | 13 | $2.61K | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 13 | $2.62K | 0.00% | +1+8.3% | Added |
| Colonial Trust Co | 14 | $2.77K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $3.42K | 0.00% | +6+54.5% | Added |
| IFP Advisors, Inc | 18 | $3.62K | 0.00% | +4+28.6% | Added |
| MCF Advisors LLC | 18 | $3.62K | 0.00% | +18 | New |
| Torren Management, LLC | 19 | $3.82K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 25 | $5.03K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25 | $5.03K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 26 | $5.23K | 0.00% | +5+23.8% | Added |
| CVA Family Office, LLC | 28 | $5.63K | 0.00% | +2+7.7% | Added |
| Essential Partners LLC | 29 | $5.83K | 0.00% | +28+2,800.0% | Added |
| Mather Group, LLC. | 37 | $7.44K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 44 | $8.85K | 0.00% | +31+238.5% | Added |
| True Wealth Design, LLC | 45 | $9.05K | 0.00% | +45 | New |
| Golden State Wealth Management, LLC | 54 | $10.9K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 56 | $11.3K | 0.00% | −61−52.1% | Reduced |
| Parallel Advisors, LLC | 69 | $13.9K | 0.00% | +41+146.4% | Added |
| Bare Financial Services, Inc | 71 | $14.3K | 0.00% | +21+42.0% | Added |
| Westside Investment Management, Inc. | 72 | $14.5K | 0.00% | −3−4.0% | Reduced |
| Allied Private Wealth LLC | 75 | $15.4K | 0.01% | +75 | New |
| Ares Financial Consulting, LLC | 87 | $17.5K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 103 | $20.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 105 | $21.1K | 0.00% | +69+191.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 125 | $25.1K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 140 | $28.2K | 0.00% | +3+2.2% | Added |
| Farther Finance Advisors, LLC | 152 | $30.6K | 0.00% | +75+97.4% | Added |
| EverSource Wealth Advisors, LLC | 154 | $31.0K | 0.00% | −69−30.9% | Reduced |
| Global Retirement Partners, LLC | 170 | $34.2K | 0.00% | +170 | New |
| Allworth Financial LP | 178 | $35.8K | 0.00% | +129+263.3% | Added |
| Optiver Holding B.V. | 192 | $38.6K | 0.00% | +192 | New |
| Assetmark, Inc | 196 | $39.4K | 0.00% | −14−6.7% | Reduced |
| Nomura Asset Management Co Ltd | 205 | $41.2K | 0.00% | −138−40.2% | Reduced |
| Signaturefd, LLC | 205 | $41.2K | 0.00% | +95+86.4% | Added |
| Parkside Financial Bank & Trust | 222 | $44.6K | 0.00% | −5−2.2% | Reduced |
| Smartleaf Asset Management LLC | 241 | $48.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 256 | $50.7K | 0.00% | −12−4.5% | Reduced |
| Graticule Asia Macro Advisors LLC | 276 | $55.5K | 0.00% | +276 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 283 | $56.9K | 0.00% | −87−23.5% | Reduced |
| SRS Capital Advisors, Inc. | 310 | $62.3K | 0.00% | +310 | New |
| Ronald Blue Trust, Inc. | 318 | $63.9K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 332 | $66.8K | 0.00% | +62+23.0% | Added |
| Versant Capital Management, Inc | 375 | $75.4K | 0.01% | +264+237.8% | Added |
| Fulcrum Asset Management LLP | 386 | $77.8K | 0.01% | +386 | New |
| Steward Partners Investment Advisory, LLC | 389 | $78.2K | 0.00% | −3−0.8% | Reduced |
| Sterling Capital Management LLC | 397 | $79.8K | 0.00% | −250−38.6% | Reduced |
| KBC Group NV | 525 | $106.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 534 | $107.4K | 0.00% | +276+107.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 538 | $108.2K | 0.01% | +314+140.2% | Added |
| Nisa Investment Advisors, LLC | 581 | $116.8K | 0.00% | +327+128.7% | Added |
| Rockefeller Capital Management L.P. | 909 | $182.8K | 0.00% | +2+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 1,021 | $205.3K | 0.00% | +1,021 | New |
| Colony Group, LLC | 1,043 | $209.7K | 0.00% | +1,043 | New |
| Northwestern Mutual Wealth Management Co | 1,085 | $218.2K | 0.00% | +884+439.8% | Added |
| Bluedoor Private Wealth, LLC | 1,105 | $222.2K | 0.09% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 1,127 | $226.6K | 0.07% | −2,927−72.2% | Reduced |
| Hantz Financial Services, Inc. | 1,181 | $237.0K | 0.00% | +560+90.2% | Added |
| Mirabella Financial Services LLP | 1,199 | $241.1K | 0.02% | +1,199 | New |
| Nykredit A/S | 1,210 | $243.3K | 0.00% | +1,210 | New |
| Ensign Peak Advisors, Inc | 1,251 | $251.6K | 0.00% | 00.0% | Unchanged |
