| Evolution Advisers, Inc. | 7 | $0 | 0.00% | +7 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $96 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $97 | 0.00% | −2−66.7% | Reduced |
| MV Capital Management, Inc. | 1 | $97 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $194 | 0.00% | −5−71.4% | Reduced |
| SBI Securities Co., Ltd. | 2 | $194 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $291 | 0.00% | −1−25.0% | Reduced |
| Hughes Financial Services, LLC | 3 | $291 | 0.00% | +2+200.0% | Added |
| Davis Capital Management | 4 | $388 | 0.00% | +4 | New |
| Montgomery Financial Services LLC | 4 | $388 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $582 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 6 | $582 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $582 | 0.00% | +3+100.0% | Added |
| Creative Capital Management Investments LLC | 6 | $582 | 0.00% | +6 | New |
| Advocate Investing Services LLC | 7 | $679 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 7 | $679 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 8 | $723 | 0.00% | +8 | New |
| Westfuller Advisors, LLC | 9 | $861 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 9 | $873 | 0.00% | +9 | New |
| Fortitude Family Office, LLC | 10 | $970 | 0.00% | −27−73.0% | Reduced |
| JPL Wealth Management, LLC | 10 | $970 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $970 | 0.00% | +7+233.3% | Added |
| Essential Partners LLC | 10 | $970 | 0.00% | +7+233.3% | Added |
| First Command Advisory Services, Inc. | 10 | $970 | 0.00% | +10 | New |
| Gilpin Wealth Management, LLC | 10 | $970 | 0.00% | +10 | New |
| Keating Financial Advisory Services, Inc. | 11 | $1.07K | 0.00% | −19−63.3% | Reduced |
| Ankerstar Wealth, LLC | 11 | $1.07K | 0.00% | +11 | New |
| CoreCap Advisors, LLC | 13 | $1.26K | 0.00% | +13 | New |
| CVA Family Office, LLC | 14 | $1.36K | 0.00% | −47−77.0% | Reduced |
| Wolff Wiese Magana LLC | 14 | $1.36K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 15 | $1.46K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 15 | $1.46K | 0.00% | +6+66.7% | Added |
| Synergy Investment Management, LLC | 17 | $1.54K | 0.00% | +17 | New |
| First Horizon Corp | 16 | $1.55K | 0.00% | −191−92.3% | Reduced |
| Montag A & Associates Inc | 18 | $1.74K | 0.00% | +4+28.6% | Added |
| Central Trust Co | 20 | $1.94K | 0.00% | −26−56.5% | Reduced |
| Bell Investment Advisors, Inc | 22 | $2.13K | 0.00% | +6+37.5% | Added |
| Washington Trust Advisors, Inc. | 24 | $2.30K | 0.00% | +3+14.3% | Added |
| TD Capital Management LLC | 24 | $2.33K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 24 | $2.33K | 0.00% | −20−45.5% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $2.62K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 28 | $2.71K | 0.00% | −2,164−98.7% | Reduced |
| Rossby Financial, LCC | 29 | $2.81K | 0.00% | −5−14.7% | Reduced |
| JFS Wealth Advisors, LLC | 34 | $3.30K | 0.00% | +7+25.9% | Added |
| Signature Equity Partners, LLC | 34 | $3.30K | 0.00% | +33+3,300.0% | Added |
| Manchester Capital Management LLC | 37 | $3.59K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 40 | $3.88K | 0.00% | −17−29.8% | Reduced |
| Bogart Wealth, LLC | 45 | $4.36K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 52 | $5.04K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 60 | $5.33K | 0.00% | +60 | New |
| Brown Brothers Harriman & Co | 59 | $5.72K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 61 | $5.92K | 0.00% | +61 | New |
| Rothschild Investment LLC | 71 | $6.88K | 0.00% | +54+317.6% | Added |
| SJS Investment Consulting Inc. | 76 | $7.37K | 0.00% | +70+1,166.7% | Added |
| Atlantic Trust, LLC | 78 | $7.56K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 80 | $7.76K | 0.00% | −11,858−99.3% | Reduced |
| Richardson Capital Management LLC | 80 | $7.76K | 0.00% | −35−30.4% | Reduced |
| Basecamp Wealth Advisors LLC | 95 | $9.21K | 0.00% | −12−11.2% | Reduced |
| TD Private Client Wealth LLC | 100 | $9.70K | 0.00% | −10−9.1% | Reduced |
| Tounjian Advisory Partners, LLC | 100 | $9.70K | 0.00% | +100 | New |
| Anchor Investment Management, LLC | 109 | $10.6K | 0.00% | +109 | New |
| Whittier Trust Co of Nevada Inc | 115 | $11.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 119 | $11.5K | 0.00% | +94+376.0% | Added |
| WPG Advisers, LLC | 122 | $11.8K | 0.01% | +8+7.0% | Added |
| Covestor Ltd | 122 | $12.0K | 0.01% | −623−83.6% | Reduced |
| Simplex Trading, LLC | 132 | $12.8K | 0.00% | +132 | New |
| Armstrong Advisory Group, Inc | 133 | $12.9K | 0.00% | +133 | New |
| HHM Wealth Advisors, LLC | 134 | $13.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 148 | $14.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 154 | $14.9K | 0.00% | −102−39.8% | Reduced |
| Millstone Evans Group, LLC | 155 | $15.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 156 | $15.1K | 0.00% | +28+21.9% | Added |
| Farther Finance Advisors, LLC | 159 | $15.4K | 0.00% | −192−54.7% | Reduced |
| Cedar Mountain Advisors, LLC | 162 | $15.7K | 0.00% | +11+7.3% | Added |
| St Germain D J Co Inc | 172 | $16.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 187 | $18.1K | 0.00% | −249−57.1% | Reduced |
| Whittier Trust Co | 209 | $20.1K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 218 | $21.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 242 | $23.5K | 0.00% | −2−0.8% | Reduced |
| Huntington National Bank | 246 | $23.9K | 0.00% | +48+24.2% | Added |
| Bare Financial Services, Inc | 252 | $24.4K | 0.01% | +122+93.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 272 | $26.4K | 0.00% | 00.0% | Unchanged |
| Skylands Capital, LLC | 275 | $26.7K | 0.00% | −8,100−96.7% | Reduced |
| Los Angeles Capital Management LLC | 276 | $26.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 290 | $28.1K | 0.00% | +5+1.8% | Added |
| Clearstead Advisors, LLC | 294 | $28.5K | 0.00% | +94+47.0% | Added |
| Comprehensive Financial Planning, Inc. | 300 | $29.1K | 0.02% | +100+50.0% | Added |
| Bessemer Group Inc | 298 | $30.0K | 0.00% | −712−70.5% | Reduced |
| Public Employees Retirement System of Ohio | 370 | $35.9K | 0.00% | +67+22.1% | Added |
| Measured Wealth Private Client Group, LLC | 381 | $36.9K | 0.01% | +83+27.9% | Added |
| Parallel Advisors, LLC | 393 | $38.1K | 0.00% | −29−6.9% | Reduced |
| Parkside Financial Bank & Trust | 411 | $39.9K | 0.00% | −1−0.2% | Reduced |
| Leonteq Securities AG | 419 | $40.6K | 0.00% | −42−9.1% | Reduced |
| Kemnay Advisory Services Inc. | 438 | $42.5K | 0.01% | −8−1.8% | Reduced |
| SHP Wealth Management | 438 | $42.5K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 477 | $46.3K | 0.04% | +477 | New |
| Ronald Blue Trust, Inc. | 487 | $47.2K | 0.00% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 487 | $47.2K | 0.00% | +487 | New |
| Harbor Investment Advisory, LLC | 518 | $50.2K | 0.00% | +518 | New |
