| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 9 | $0 | 0.00% | +9 | New |
| Quaker Wealth Management, LLC | 1 | $48 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $48 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $95 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $95 | 0.00% | +2 | New |
| Private Trust Co NA | 3 | $142 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 3 | $143 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $143 | 0.00% | +2+200.0% | Added |
| Dunhill Financial, LLC | 3 | $164 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $179 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $189 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $225 | 0.00% | +5 | New |
| Stone House Investment Management, LLC | 6 | $284 | 0.00% | +6 | New |
| Planning Strategies Inc. | 6 | $284 | 0.00% | +6 | New |
| Kilter Group LLC | 6 | $285 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $378 | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 8 | $379 | 0.00% | +5+166.7% | Added |
| LRI Investments, LLC | 9 | $426 | 0.00% | +9 | New |
| Rakuten Securities, Inc. | 12 | $568 | 0.00% | −48−80.0% | Reduced |
| Marquette Asset Management, LLC | 13 | $616 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 13 | $616 | 0.00% | +10+333.3% | Added |
| MV Capital Management, Inc. | 14 | $663 | 0.00% | +13+1,300.0% | Added |
| Activest Wealth Management | 14 | $663 | 0.00% | +14 | New |
| SHP Wealth Management | 15 | $710 | 0.00% | +8+114.3% | Added |
| Ronald Blue Trust, Inc. | 16 | $758 | 0.00% | +16 | New |
| Sachetta, LLC | 20 | $947 | 0.00% | +20 | New |
| HFM Investment Advisors, LLC | 21 | $995 | 0.00% | +11+110.0% | Added |
| Bay Harbor Wealth Management, LLC | 24 | $1.14K | 0.00% | −6−20.0% | Reduced |
| UMA Financial Services, Inc. | 25 | $1.18K | 0.00% | +25 | New |
| Cromwell Holdings LLC | 26 | $1.23K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 26 | $1.23K | 0.00% | +26 | New |
| South State Corp. | 26 | $1.23K | 0.00% | +11+73.3% | Added |
| Atlantic Trust, LLC | 28 | $1.33K | 0.00% | +13+86.7% | Added |
| DiNuzzo Private Wealth, Inc. | 29 | $1.37K | 0.00% | +12+70.6% | Added |
| Cordant, Inc. | 30 | $1.42K | 0.00% | +30 | New |
| ZRC Wealth Management, LLC | 30 | $1.42K | 0.00% | +30 | New |
| Harbour Investments, Inc. | 31 | $1.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $1.52K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 33 | $1.56K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 34 | $1.61K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $1.61K | 0.00% | +15+78.9% | Added |
| Rialto Wealth Management, LLC | 34 | $1.61K | 0.00% | +23+209.1% | Added |
| Mather Group, LLC. | 35 | $1.66K | 0.00% | −15−30.0% | Reduced |
| Highland Investment Advisors LLC | 35 | $1.66K | 0.00% | +35 | New |
| IMA Wealth, Inc. | 37 | $1.75K | 0.00% | +14+60.9% | Added |
| Massmutual Trust Co FSB | 40 | $1.89K | 0.00% | +6+17.6% | Added |
| Bogart Wealth, LLC | 40 | $1.89K | 0.00% | +40 | New |
| Smartleaf Asset Management LLC | 43 | $2.03K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 48 | $2.27K | 0.00% | +48 | New |
| Cedar Mountain Advisors, LLC | 50 | $2.37K | 0.00% | +22+78.6% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 51 | $2.42K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 50 | $2.46K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 65 | $2.94K | 0.00% | +65 | New |
| Zions Bancorporation, National Association | 64 | $3.03K | 0.00% | +16+33.3% | Added |
| Basecamp Wealth Advisors LLC | 67 | $3.17K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 67 | $3.17K | 0.00% | +40+148.1% | Added |
| Private Wealth Management Group, LLC | 68 | $3.22K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 76 | $3.60K | 0.00% | −187−71.1% | Reduced |
| Ameriflex Group, Inc. | 78 | $3.69K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 85 | $4.03K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 86 | $4.07K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 87 | $4.12K | 0.00% | +3+3.6% | Added |
| JFS Wealth Advisors, LLC | 90 | $4.26K | 0.00% | +22+32.4% | Added |
| Owl Creek Wealth Partners LLC | 95 | $4.50K | 0.00% | +95 | New |
| High Note Wealth, LLC | 96 | $4.55K | 0.00% | +45+88.2% | Added |
| Fortitude Family Office, LLC | 99 | $4.69K | 0.00% | +28+39.4% | Added |
| Delta Asset Management LLC | 100 | $4.74K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 100 | $4.74K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 100 | $4.74K | 0.00% | +100 | New |
| Bare Financial Services, Inc | 107 | $5.07K | 0.00% | +95+791.7% | Added |
| Abound Wealth Management | 109 | $5.15K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 117 | $5.54K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 118 | $5.59K | 0.00% | +118 | New |
| WPG Advisers, LLC | 123 | $5.82K | 0.00% | +112+1,018.2% | Added |
| Farmers & Merchants Investments Inc | 140 | $6.63K | 0.00% | −10−6.7% | Reduced |
| Essential Partners LLC | 141 | $6.68K | 0.00% | −133−48.5% | Reduced |
| Hurley Capital, LLC | 147 | $6.96K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 158 | $7.48K | 0.00% | −22−12.2% | Reduced |
| Silver Grove Financial Group, Inc. | 164 | $7.76K | 0.00% | +164 | New |
| First Horizon Corp | 165 | $7.81K | 0.00% | +165 | New |
| Continuum Advisory, LLC | 168 | $7.96K | 0.00% | +168 | New |
| SJS Investment Consulting Inc. | 170 | $8.05K | 0.00% | +148+672.7% | Added |
| Center for Financial Planning, Inc. | 195 | $9.23K | 0.00% | −100−33.9% | Reduced |
| Winch Advisory Services, LLC | 196 | $9.28K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 196 | $9.28K | 0.00% | +196 | New |
| Manchester Capital Management LLC | 200 | $9.47K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 200 | $9.47K | 0.00% | +15+8.1% | Added |
| CVA Family Office, LLC | 217 | $10.3K | 0.00% | +45+26.2% | Added |
| Eurizon Capital SGR S.p.A. | 234 | $11.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 245 | $11.6K | 0.00% | −586−70.5% | Reduced |
| Creative Financial Designs Inc | 261 | $12.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 284 | $13.4K | 0.00% | −40−12.3% | Reduced |
| CoreCap Advisors, LLC | 319 | $15.1K | 0.00% | +209+190.0% | Added |
| Quent Capital, LLC | 362 | $17.1K | 0.00% | +288+389.2% | Added |
| International Assets Investment Management, LLC | 430 | $19.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 470 | $22.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 469 | $23.0K | 0.01% | −2,358−83.4% | Reduced |
| CX Institutional | 493 | $23.0K | 0.00% | +105+27.1% | Added |