| Godfrey Financial Associates, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Evolution Advisers, Inc. | 5 | $0 | 0.00% | +5 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Activest Wealth Management | 1 | $80 | 0.00% | +1 | New |
| Silver Grove Financial Group, Inc. | 1 | $80 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $81 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $160 | 0.00% | −9−81.8% | Reduced |
| Hughes Financial Services, LLC | 2 | $160 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $160 | 0.00% | +2 | New |
| GHP Investment Advisors, Inc. | 2 | $161 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $163 | 0.00% | +2 | New |
| Horizon Investments, LLC | 3 | $240 | 0.00% | −3−50.0% | Reduced |
| SHP Wealth Management | 3 | $240 | 0.00% | +3 | New |
| Plante Moran Financial Advisors, LLC | 4 | $321 | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 5 | $401 | 0.00% | +4+400.0% | Added |
| IFG Advisory, LLC | 5 | $401 | 0.00% | +5 | New |
| West Paces Advisors Inc. | 6 | $481 | 0.00% | +6 | New |
| Cromwell Holdings LLC | 7 | $561 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $561 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 7 | $562 | 0.00% | +3+75.0% | Added |
| HFM Investment Advisors, LLC | 9 | $722 | 0.00% | +5+125.0% | Added |
| Arlington Trust Co LLC | 10 | $802 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 11 | $882 | 0.00% | +11 | New |
| Bruce G. Allen Investments, LLC | 12 | $962 | 0.00% | −3−20.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 12 | $962 | 0.00% | +2+20.0% | Added |
| Quarry LP | 13 | $1.04K | 0.00% | −778−98.4% | Reduced |
| Rialto Wealth Management, LLC | 14 | $1.12K | 0.00% | −5−26.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15 | $1.20K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 18 | $1.44K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 20 | $1.60K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $1.68K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 22 | $1.76K | 0.00% | +22 | New |
| Whipplewood Advisors, LLC | 24 | $1.92K | 0.00% | −60−71.4% | Reduced |
| Albion Financial Group | 24 | $1.92K | 0.00% | −17−41.5% | Reduced |
| Farmers & Merchants Investments Inc | 24 | $1.92K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 24 | $1.92K | 0.00% | +12+100.0% | Added |
| Cornerstone Financial Management LLC | 27 | $2.16K | 0.00% | +3+12.5% | Added |
| HM Payson & Co | 27 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $2.33K | 0.00% | −15−34.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 32 | $2.56K | 0.00% | −3,372−99.1% | Reduced |
| Valued Wealth Advisors LLC | 33 | $2.65K | 0.00% | +33 | New |
| Action Point Financial Planning, LLC | 43 | $3.21K | 0.00% | +43 | New |
| Ameriflex Group, Inc. | 42 | $3.37K | 0.00% | +42 | New |
| Brown Brothers Harriman & Co | 43 | $3.45K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 45 | $3.61K | 0.00% | −9−16.7% | Reduced |
| United Financial Planning Group LLC | 45 | $3.61K | 0.00% | +45 | New |
| Private Wealth Management Group, LLC | 46 | $3.69K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 46 | $3.88K | 0.00% | −5−9.8% | Reduced |
| WPG Advisers, LLC | 49 | $3.93K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 50 | $4.01K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 54 | $4.33K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 58 | $4.65K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 59 | $4.73K | 0.00% | +59 | New |
| Optiver Holding B.V. | 59 | $4.73K | 0.00% | +59 | New |
| Huntington National Bank | 64 | $5.13K | 0.00% | −725−91.9% | Reduced |
| Rossby Financial, LCC | 64 | $5.13K | 0.00% | +2+3.2% | Added |
| High Note Wealth, LLC | 69 | $5.53K | 0.00% | +45+187.5% | Added |
| JFS Wealth Advisors, LLC | 69 | $5.53K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 71 | $5.69K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 85 | $6.81K | 0.00% | +85 | New |
| Manchester Capital Management LLC | 92 | $7.38K | 0.00% | −5−5.2% | Reduced |
| CVA Family Office, LLC | 100 | $8.02K | 0.00% | −18−15.3% | Reduced |
| IFP Advisors, Inc | 109 | $8.74K | 0.00% | +46+73.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 110 | $8.82K | 0.00% | +110 | New |
| Basecamp Wealth Advisors LLC | 132 | $10.6K | 0.00% | −53−28.6% | Reduced |
| Bare Financial Services, Inc | 139 | $11.1K | 0.00% | +82+143.9% | Added |
| Private Trust Co NA | 144 | $11.5K | 0.00% | −10−6.5% | Reduced |
| DT Investment Partners, LLC | 156 | $12.5K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 165 | $13.2K | 0.00% | −25−13.2% | Reduced |
| Nomura Asset Management Co Ltd | 190 | $15.2K | 0.00% | −280−59.6% | Reduced |
| Umb Bank N A | 192 | $15.4K | 0.00% | −37−16.2% | Reduced |
| Mather Group, LLC. | 202 | $16.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 213 | $17.1K | 0.00% | −5−2.3% | Reduced |
| Kilter Group LLC | 218 | $17.5K | 0.01% | +166+319.2% | Added |
| Essential Partners LLC | 237 | $19.0K | 0.01% | +62+35.4% | Added |
| V-Square Quantitative Management LLC | 255 | $20.4K | 0.00% | +255 | New |
| Smithfield Trust Co | 260 | $21.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 292 | $23.4K | 0.00% | +292 | New |
| True Wealth Design, LLC | 308 | $24.7K | 0.01% | +63+25.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 324 | $26.0K | 0.00% | −681−67.8% | Reduced |
| SJS Investment Consulting Inc. | 331 | $26.5K | 0.00% | −122−26.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 340 | $27.3K | 0.00% | −130−27.7% | Reduced |
| Bessemer Group Inc | 450 | $36.0K | 0.00% | −189−29.6% | Reduced |
| Ronald Blue Trust, Inc. | 459 | $36.8K | 0.00% | +5+1.1% | Added |
| Cary Street Partner Investment Advisory LLC | 466 | $37.4K | 0.01% | −187−28.6% | Reduced |
| Parallel Advisors, LLC | 470 | $37.7K | 0.00% | +23+5.1% | Added |
| Salomon & Ludwin, LLC | 482 | $39.2K | 0.00% | +188+63.9% | Added |
| Custom Index Systems, LLC | 568 | $45.5K | 0.02% | +568 | New |
| Tower Research Capital LLC (TRC) | 575 | $46.1K | 0.00% | −436−43.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 580 | $46.5K | 0.00% | −270−31.8% | Reduced |
| ZRC Wealth Management, LLC | 581 | $46.6K | 0.01% | +439+309.2% | Added |
| Hantz Financial Services, Inc. | 655 | $53.0K | 0.00% | −115−14.9% | Reduced |
| MetLife Investment Management | 681 | $54.6K | 0.00% | −23−3.3% | Reduced |
| Larson Financial Group LLC | 858 | $68.8K | 0.00% | +404+89.0% | Added |
| Fifth Third Bancorp | 869 | $69.7K | 0.00% | −102−10.5% | Reduced |
| EverSource Wealth Advisors, LLC | 871 | $69.8K | 0.00% | +39+4.7% | Added |
| Persistent Asset Partners Ltd | 901 | $72.2K | 0.02% | +901 | New |
| Mitsubishi UFJ Trust & Banking Corp | 920 | $73.7K | 0.00% | −4,111−81.7% | Reduced |
