| DiNuzzo Private Wealth, Inc. | 1 | $294 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $294 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $294 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $294 | 0.00% | +1 | New |
| Gilpin Wealth Management, LLC | 1 | $294 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $294 | 0.00% | +1 | New |
| Fortitude Family Office, LLC | 2 | $587 | 0.00% | −1−33.3% | Reduced |
| Ancora Advisors, LLC | 2 | $587 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 2 | $587 | 0.00% | +2 | New |
| Rossby Financial, LCC | 2 | $587 | 0.00% | +2 | New |
| Central Trust Co | 2 | $588 | 0.00% | +2 | New |
| Creative Financial Designs Inc | 3 | $881 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3 | $881 | 0.00% | +2+200.0% | Added |
| Kilter Group LLC | 4 | $1.18K | 0.00% | −4−50.0% | Reduced |
| Cornerstone Planning Group LLC | 4 | $1.20K | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 5 | $1.47K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 5 | $1.47K | 0.00% | +5 | New |
| MAI Capital Management | 8 | $2.35K | 0.00% | −10−55.6% | Reduced |
| Meramec Financial Planners, LLC | 10 | $2.90K | 0.00% | +10 | New |
| Farmers & Merchants Investments Inc | 10 | $2.94K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 11 | $3.23K | 0.00% | +10+1,000.0% | Added |
| Dogwood Wealth Management LLC | 11 | $3.23K | 0.00% | +11 | New |
| Financial Network Wealth Advisors LLC | 11 | $3.23K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 12 | $3.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $3.52K | 0.00% | +2+20.0% | Added |
| Clearstead Advisors, LLC | 13 | $3.82K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 15 | $4.40K | 0.00% | −200−93.0% | Reduced |
| Rothschild Investment LLC | 16 | $4.70K | 0.00% | +8+100.0% | Added |
| Bell Investment Advisors, Inc | 17 | $4.99K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 17 | $4.99K | 0.00% | +17 | New |
| IFP Advisors, Inc | 20 | $5.87K | 0.00% | −168−89.4% | Reduced |
| Versant Capital Management, Inc | 20 | $5.87K | 0.00% | −40−66.7% | Reduced |
| Hollencrest Capital Management | 20 | $5.87K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 22 | $6.46K | 0.00% | −2−8.3% | Reduced |
| Sound Income Strategies, LLC | 21 | $6.96K | 0.00% | +21 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 24 | $7.04K | 0.00% | +24 | New |
| Spire Wealth Management | 24 | $7.04K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 25 | $7.34K | 0.00% | +25 | New |
| Capital Advisors, Ltd. LLC | 26 | $8.00K | 0.00% | +26 | New |
| Community Bank, N.A. | 28 | $8.22K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 30 | $8.81K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 33 | $9.69K | 0.00% | +5+17.9% | Added |
| Park Place Capital Corp | 39 | $11.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 40 | $11.7K | 0.00% | +40 | New |
| Crewe Advisors LLC | 44 | $12.9K | 0.00% | +4+10.0% | Added |
| Greenline Wealth Management LLC | 44 | $13.0K | 0.01% | +44 | New |
| SBI Securities Co., Ltd. | 46 | $13.5K | 0.00% | −2−4.2% | Reduced |
| North Star Investment Management Corp. | 51 | $15.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 58 | $17.0K | 0.00% | −33−36.3% | Reduced |
| Private Trust Co NA | 66 | $19.4K | 0.00% | +8+13.8% | Added |
| Allworth Financial LP | 66 | $19.4K | 0.00% | +12+22.2% | Added |
| Caitong International Asset Management Co., Ltd | 71 | $20.8K | 0.01% | +20+39.2% | Added |
| Jones Financial Companies LLLP | 75 | $22.0K | 0.00% | −10−11.8% | Reduced |
| Farther Finance Advisors, LLC | 80 | $23.5K | 0.00% | −14−14.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 79 | $23.8K | 0.00% | +79 | New |
| SRS Capital Advisors, Inc. | 95 | $27.9K | 0.00% | −1,510−94.1% | Reduced |
| Quest Partners LLC | 96 | $28.2K | 0.00% | −30−23.8% | Reduced |
| Danske Bank A/S | 100 | $29.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 105 | $31.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 107 | $31.4K | 0.00% | −6−5.3% | Reduced |
| CWM, LLC | 110 | $32.0K | 0.00% | +50+83.3% | Added |
| CIBC Private Wealth Group, LLC | 116 | $34.0K | 0.00% | −9−7.2% | Reduced |
| Salomon & Ludwin, LLC | 117 | $36.0K | 0.00% | −29−19.9% | Reduced |
| Quadrant Capital Group LLC | 124 | $36.4K | 0.00% | −4−3.1% | Reduced |
| Parallel Advisors, LLC | 129 | $37.9K | 0.00% | +2+1.6% | Added |
| Hantz Financial Services, Inc. | 151 | $44.0K | 0.00% | +106+235.6% | Added |
| GAMMA Investing LLC | 169 | $49.6K | 0.00% | −22−11.5% | Reduced |
| Ronald Blue Trust, Inc. | 194 | $56.9K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 194 | $57.0K | 0.00% | +56+40.6% | Added |
| DV Trading LLC | 200 | $58.7K | 0.01% | +200 | New |
| Umb Bank N A | 213 | $62.5K | 0.00% | +63+42.0% | Added |
| Whittier Trust Co | 202 | $63.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 237 | $69.6K | 0.00% | −10−4.0% | Reduced |
| Parkside Financial Bank & Trust | 244 | $71.6K | 0.01% | −10−3.9% | Reduced |
| Nisa Investment Advisors, LLC | 258 | $75.7K | 0.00% | −328−56.0% | Reduced |
| GHP Investment Advisors, Inc. | 262 | $76.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 287 | $84.2K | 0.00% | +155+117.4% | Added |
| Harbor Investment Advisory, LLC | 314 | $92.2K | 0.01% | −79−20.1% | Reduced |
| AdvisorNet Financial, Inc | 320 | $93.9K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 329 | $96.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 347 | $101.9K | 0.01% | +347 | New |
| Pacer Advisors, Inc. | 348 | $102.1K | 0.00% | −101−22.5% | Reduced |
| Fifth Third Bancorp | 412 | $120.9K | 0.00% | +13+3.3% | Added |
| Eastern Bank | 415 | $121.8K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 423 | $124.1K | 0.00% | +423 | New |
| KBC Group NV | 479 | $141.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 471 | $142.3K | 0.01% | +396+528.0% | Added |
| Huntington National Bank | 553 | $162.3K | 0.00% | +32+6.1% | Added |
| Hilltop National Bank | 683 | $200.5K | 0.05% | +135+24.6% | Added |
| Dakota Wealth Management | 685 | $201.1K | 0.00% | +685 | New |
| Crossmark Global Holdings, Inc. | 697 | $204.6K | 0.00% | +697 | New |
| Scientech Research LLC | 717 | $210.5K | 0.13% | +717 | New |
| Private Advisor Group, LLC | 733 | $215.2K | 0.00% | +733 | New |
| RSM US Wealth Management LLC | 706 | $217.8K | 0.00% | +706 | New |
| Covestor Ltd | 768 | $226.0K | 0.12% | +16+2.1% | Added |
| Brinker Capital Investments, LLC | 773 | $226.9K | 0.00% | +773 | New |
| Abel Hall, LLC | 779 | $228.7K | 0.05% | +779 | New |
| Marco Investment Management LLC | 800 | $234.8K | 0.02% | +800 | New |
| Professional Advisory Services Inc | 800 | $235.0K | 0.03% | +800 | New |
| Main Street Financial Solutions, LLC | 804 | $236.0K | 0.02% | +804 | New |