| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $150 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $310 | 0.00% | +1+100.0% | Added |
| Davis Capital Management | 2 | $310 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $311 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $311 | 0.00% | +2 | New |
| Harbour Investments, Inc. | 2 | $331 | 0.00% | −29−93.5% | Reduced |
| HFM Investment Advisors, LLC | 4 | $621 | 0.00% | +2+100.0% | Added |
| Hughes Financial Services, LLC | 5 | $775 | 0.00% | +2+66.7% | Added |
| Bruce G. Allen Investments, LLC | 6 | $930 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 6 | $930 | 0.00% | +6 | New |
| Cornerstone Financial Management LLC | 6 | $930 | 0.00% | +6 | New |
| Gilpin Wealth Management, LLC | 6 | $931 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7 | $1.08K | 0.00% | +7 | New |
| Action Point Financial Planning, LLC | 7 | $1.08K | 0.00% | +7 | New |
| Rockefeller Capital Management L.P. | 8 | $1.25K | 0.00% | −5−38.5% | Reduced |
| Toth Financial Advisory Corp | 9 | $1.40K | 0.00% | +9 | New |
| Continuum Advisory, LLC | 10 | $1.55K | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 11 | $1.71K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 13 | $2.02K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $2.17K | 0.00% | +5+55.6% | Added |
| CoreCap Advisors, LLC | 16 | $2.48K | 0.00% | +16 | New |
| Farmers & Merchants Investments Inc | 17 | $2.64K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $3.10K | 0.00% | +12+150.0% | Added |
| Evermay Wealth Management LLC | 21 | $3.26K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 23 | $3.57K | 0.00% | −14−37.8% | Reduced |
| Brown Brothers Harriman & Co | 23 | $3.57K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 26 | $4.03K | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 26 | $4.03K | 0.00% | +21+420.0% | Added |
| Cassaday & Co Wealth Management LLC | 27 | $4.19K | 0.00% | +27 | New |
| Colonial Trust Advisors | 28 | $4.34K | 0.00% | +28 | New |
| Essential Partners LLC | 29 | $4.50K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 32 | $4.96K | 0.00% | +10+45.5% | Added |
| J.Safra Asset Management Corp | 37 | $5.74K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 37 | $5.74K | 0.00% | +22+146.7% | Added |
| Northwestern Mutual Wealth Management Co | 42 | $6.51K | 0.00% | +42 | New |
| GW&K Investment Management, LLC | 43 | $7.00K | 0.00% | +43 | New |
| Keating Financial Advisory Services, Inc. | 48 | $7.44K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 50 | $7.75K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 50 | $7.75K | 0.00% | +17+51.5% | Added |
| Abound Wealth Management | 53 | $8.22K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $11.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 75 | $11.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 76 | $11.8K | 0.00% | +76 | New |
| Meeder Asset Management Inc | 98 | $15.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 104 | $15.7K | 0.00% | −1−1.0% | Reduced |
| Cape Investment Advisory, Inc. | 110 | $17.1K | 0.00% | +110 | New |
| Bare Financial Services, Inc | 125 | $19.4K | 0.00% | +51+68.9% | Added |
| Wilkerson Advisory Group LLC | 127 | $19.7K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 155 | $24.0K | 0.01% | −1−0.6% | Reduced |
| Salem Investment Counselors Inc | 165 | $25.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 172 | $26.7K | 0.00% | +141+454.8% | Added |
| Umb Bank N A | 184 | $28.5K | 0.00% | +9+5.1% | Added |
| Covestor Ltd | 190 | $29.0K | 0.02% | −329−63.4% | Reduced |
| Kemnay Advisory Services Inc. | 197 | $30.5K | 0.00% | +48+32.2% | Added |
| Bogart Wealth, LLC | 200 | $31.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 211 | $32.7K | 0.00% | +188+817.4% | Added |
| Kilter Group LLC | 213 | $33.0K | 0.01% | +109+104.8% | Added |
| Smartleaf Asset Management LLC | 225 | $34.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 234 | $36.2K | 0.00% | +58+33.0% | Added |
| Optiver Holding B.V. | 244 | $37.8K | 0.00% | +244 | New |
| Parallel Advisors, LLC | 321 | $49.8K | 0.00% | +7+2.2% | Added |
| Ronald Blue Trust, Inc. | 333 | $51.6K | 0.00% | +333 | New |
| Versant Capital Management, Inc | 338 | $52.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 364 | $56.0K | 0.00% | −1−0.3% | Reduced |
| Salomon & Ludwin, LLC | 374 | $56.1K | 0.00% | −44−10.5% | Reduced |
| Allworth Financial LP | 387 | $60.0K | 0.00% | +325+524.2% | Added |
| TD Private Client Wealth LLC | 414 | $64.2K | 0.00% | +387+1,433.3% | Added |
| Signaturefd, LLC | 428 | $66.4K | 0.00% | +17+4.1% | Added |
| Harbor Investment Advisory, LLC | 430 | $66.7K | 0.00% | +430 | New |
| Huntington National Bank | 438 | $67.9K | 0.00% | −27−5.8% | Reduced |
| SRS Capital Advisors, Inc. | 461 | $71.5K | 0.00% | −204−30.7% | Reduced |
| GAMMA Investing LLC | 516 | $80.0K | 0.00% | +52+11.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 572 | $88.7K | 0.00% | +572 | New |
| Larson Financial Group LLC | 611 | $94.8K | 0.00% | +5+0.8% | Added |
| 1620 Investment Advisors, Inc. | 746 | $115.7K | 0.07% | −87−10.4% | Reduced |
| US Bancorp | 767 | $118.9K | 0.00% | −247−24.4% | Reduced |
| GWM Advisors LLC | 822 | $127.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 890 | $138.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 902 | $139.9K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,000 | $155.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,009 | $156.4K | 0.00% | +168+20.0% | Added |
| The PNC Financial Services Group, Inc. | 1,151 | $178.5K | 0.00% | −5−0.4% | Reduced |
| Nykredit A/S | 1,269 | $196.8K | 0.00% | +1,269 | New |
| Bayforest Capital Ltd | 1,295 | $200.8K | 0.19% | +854+193.7% | Added |
| LSV Asset Management | 1,300 | $202.0K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,392 | $215.8K | 0.00% | +1,392 | New |
| Freestone Capital Holdings, LLC | 1,400 | $217.1K | 0.01% | +1,400 | New |
| Goldstein Advisors, LLC | 1,421 | $220.3K | 0.02% | +1,421 | New |
| Sanchez Gaunt Capital Management, LLC | 1,426 | $221.1K | 0.12% | +1,426 | New |
| Everence Capital Management Inc | 1,430 | $222.0K | 0.01% | +1,430 | New |
| Brady Martz Wealth Solutions, LLC | 1,438 | $223.0K | 0.03% | +1,438 | New |
| ZWJ Investment Counsel Inc | 1,456 | $225.8K | 0.01% | +1,456 | New |
| Jones Financial Companies LLLP | 1,461 | $228.9K | 0.00% | +1,144+360.9% | Added |
| Tower Research Capital LLC (TRC) | 1,486 | $230.4K | 0.01% | −819−35.5% | Reduced |
| Colony Group, LLC | 1,522 | $236.1K | 0.00% | −671−30.6% | Reduced |