| Evolution Advisers, Inc. | 5 | $0 | 0.00% | +5 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Cullen/Frost Bankers, Inc. | 0 | $32 | 0.00% | 0 | Unchanged |
| Raffa Wealth Management, LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $81 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $81 | 0.00% | +1 | New |
| Kingdom Financial Group LLC. | 1 | $98 | 0.00% | −22−95.7% | Reduced |
| Davis Capital Management | 2 | $161 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $161 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $162 | 0.00% | −1−33.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4 | $322 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 4 | $322 | 0.00% | +4 | New |
| DHJJ Financial Advisors, Ltd. | 5 | $403 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 5 | $439 | 0.00% | +5 | New |
| Clearstead Advisors, LLC | 6 | $484 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 7 | $564 | 0.00% | +3+75.0% | Added |
| Cornerstone Financial Management LLC | 8 | $644 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 8 | $644 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $645 | 0.00% | +1+14.3% | Added |
| Gilpin Wealth Management, LLC | 8 | $645 | 0.00% | +1+14.3% | Added |
| Rialto Wealth Management, LLC | 8 | $645 | 0.00% | +3+60.0% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $725 | 0.00% | −4−30.8% | Reduced |
| Investors Portfolio Services LLC | 9 | $725 | 0.00% | +9 | New |
| Armstrong Advisory Group, Inc | 9 | $743 | 0.00% | +9 | New |
| Kilter Group LLC | 10 | $806 | 0.00% | −16−61.5% | Reduced |
| Ankerstar Wealth, LLC | 10 | $806 | 0.00% | +1+11.1% | Added |
| Plante Moran Financial Advisors, LLC | 11 | $886 | 0.00% | +11 | New |
| UMA Financial Services, Inc. | 11 | $887 | 0.00% | +6+120.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 12 | $967 | 0.00% | +12 | New |
| Fulcrum Asset Management LLP | 14 | $1.11K | 0.00% | +14 | New |
| JPL Wealth Management, LLC | 14 | $1.13K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 15 | $1.21K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 15 | $1.21K | 0.00% | +15 | New |
| Northwestern Mutual Wealth Management Co | 16 | $1.29K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 16 | $1.32K | 0.00% | +16 | New |
| Basepoint Wealth LLC | 18 | $1.41K | 0.00% | +18 | New |
| Essential Partners LLC | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 24 | $1.93K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 24 | $1.96K | 0.00% | −733−96.8% | Reduced |
| Spire Wealth Management | 26 | $2.13K | 0.00% | −101−79.5% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $2.17K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 31 | $2.50K | 0.00% | +31 | New |
| Bellevue Asset Management, LLC | 32 | $2.58K | 0.00% | +32 | New |
| Point Nemo Capital, LLC | 34 | $2.74K | 0.00% | −11,772−99.7% | Reduced |
| Godfrey Financial Associates, Inc. | 34 | $2.74K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 40 | $3.22K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 44 | $3.54K | 0.00% | −1−2.2% | Reduced |
| WealthCollab, LLC | 46 | $3.71K | 0.00% | −373−89.0% | Reduced |
| Gables Capital Management Inc. | 56 | $4.51K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 59 | $4.75K | 0.00% | +8+15.7% | Added |
| Picton Mahoney Asset Management | 65 | $5.24K | 0.00% | −20,063−99.7% | Reduced |
| Creative Financial Designs Inc | 65 | $5.27K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 66 | $5.32K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 67 | $5.40K | 0.00% | −5−6.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 68 | $5.48K | 0.00% | +10+17.2% | Added |
| Parkside Financial Bank & Trust | 76 | $6.12K | 0.00% | +10+15.2% | Added |
| Silver Grove Financial Group, Inc. | 79 | $6.36K | 0.00% | +79 | New |
| Rakuten Securities, Inc. | 80 | $6.45K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 85 | $6.85K | 0.02% | −20−19.0% | Reduced |
| SJS Investment Consulting Inc. | 87 | $7.01K | 0.00% | +79+987.5% | Added |
| TD Waterhouse Canada Inc. | 90 | $7.24K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 98 | $7.65K | 0.00% | +98 | New |
| Valued Wealth Advisors LLC | 95 | $7.65K | 0.00% | +95 | New |
| Anchor Investment Management, LLC | 96 | $7.75K | 0.00% | +7+7.9% | Added |
| Continuum Advisory, LLC | 97 | $7.81K | 0.00% | +97 | New |
| Bell Investment Advisors, Inc | 99 | $7.98K | 0.00% | −9−8.3% | Reduced |
| Broadwater Capital Management LLC | 100 | $8.06K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $8.06K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 101 | $8.14K | 0.00% | +101 | New |
| Fortitude Family Office, LLC | 110 | $8.86K | 0.00% | −27−19.7% | Reduced |
| Brown Brothers Harriman & Co | 130 | $10.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 141 | $11.4K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 148 | $11.9K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 163 | $13.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 171 | $13.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 175 | $14.1K | 0.00% | −38−17.8% | Reduced |
| Triumph Capital Management | 186 | $15.0K | 0.00% | −27−12.7% | Reduced |
| Allworth Financial LP | 189 | $15.3K | 0.00% | −134−41.5% | Reduced |
| Los Angeles Capital Management LLC | 201 | $16.2K | 0.00% | −10−4.7% | Reduced |
| Community Financial Services Group, LLC | 202 | $16.3K | 0.00% | +202 | New |
| Gen-Wealth Partners Inc | 207 | $16.7K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 208 | $16.8K | 0.00% | +208 | New |
| Umb Bank N A | 210 | $16.9K | 0.00% | +40+23.5% | Added |
| SRS Capital Advisors, Inc. | 228 | $18.4K | 0.00% | +101+79.5% | Added |
| Strategic Wealth Partners, Ltd. | 240 | $19.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 248 | $20.0K | 0.00% | +21+9.3% | Added |
| Bare Financial Services, Inc | 249 | $20.1K | 0.00% | +153+159.4% | Added |
| University of Texas/Texas Am Investment Managment Co | 268 | $21.6K | 0.00% | +73+37.4% | Added |
| Nomura Asset Management Co Ltd | 270 | $21.8K | 0.00% | −530−66.3% | Reduced |
| Geneos Wealth Management Inc. | 300 | $24.2K | 0.00% | −350−53.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 301 | $24.3K | 0.00% | +301 | New |
| McGuire Capital Advisors Inc | 315 | $25.4K | 0.01% | −122−27.9% | Reduced |
| Larson Financial Group LLC | 317 | $25.6K | 0.00% | −11−3.4% | Reduced |
| Kemnay Advisory Services Inc. | 322 | $25.9K | 0.00% | −27−7.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 340 | $27.4K | 0.01% | −51−13.0% | Reduced |
| Hilton Head Capital Partners, LLC | 350 | $28.2K | 0.01% | +350 | New |
| Caitlin John, LLC | 351 | $28.3K | 0.02% | −1,285−78.5% | Reduced |
| Pinnacle Holdings, LLC | 382 | $30.8K | 0.01% | +382 | New |
| Huntington National Bank | 400 | $32.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 405 | $32.6K | 0.00% | +405 | New |
