| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $49 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $50 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $97 | 0.00% | +1+100.0% | Added |
| LRI Investments, LLC | 2 | $97 | 0.00% | +2 | New |
| Gilpin Wealth Management, LLC | 2 | $98 | 0.00% | −6−75.0% | Reduced |
| Financial Gravity Companies, Inc. | 3 | $146 | 0.00% | +3 | New |
| Davis Capital Management | 3 | $146 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 4 | $195 | 0.00% | +1+33.3% | Added |
| Ankerstar Wealth, LLC | 5 | $243 | 0.00% | −7−58.3% | Reduced |
| HFM Investment Advisors, LLC | 5 | $244 | 0.00% | +3+150.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $292 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 7 | $341 | 0.00% | +7 | New |
| CoreCap Advisors, LLC | 9 | $438 | 0.00% | +9 | New |
| Plante Moran Financial Advisors, LLC | 10 | $487 | 0.00% | +10 | New |
| Fulcrum Asset Management LLP | 10 | $489 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 11 | $561 | 0.00% | +11 | New |
| Creative Capital Management Investments LLC | 12 | $584 | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 13 | $632 | 0.00% | +3+30.0% | Added |
| Ronald Blue Trust, Inc. | 16 | $778 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 18 | $876 | 0.00% | +18 | New |
| Action Point Financial Planning, LLC | 19 | $926 | 0.00% | +19 | New |
| Highland Investment Advisors LLC | 25 | $1.21K | 0.00% | +25 | New |
| Westside Investment Management, Inc. | 26 | $1.26K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 34 | $1.65K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $1.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $1.80K | 0.00% | +15+68.2% | Added |
| JPL Wealth Management, LLC | 41 | $2.00K | 0.00% | +10+32.3% | Added |
| Synergy Investment Management, LLC | 42 | $2.04K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $2.24K | 0.00% | +18+64.3% | Added |
| Anchor Bay Capital, Inc. | 51 | $2.55K | 0.00% | +51 | New |
| Keating Financial Advisory Services, Inc. | 60 | $2.92K | 0.00% | −7−10.4% | Reduced |
| TD Waterhouse Canada Inc. | 60 | $2.94K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 61 | $2.97K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 63 | $3.06K | 0.00% | +22+53.7% | Added |
| Private Wealth Management Group, LLC | 65 | $3.16K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 79 | $3.84K | 0.00% | +39+97.5% | Added |
| SBI Securities Co., Ltd. | 87 | $4.23K | 0.00% | −29−25.0% | Reduced |
| Abound Financial, LLC | 100 | $4.87K | 0.00% | +100 | New |
| Fortitude Family Office, LLC | 104 | $5.06K | 0.00% | +50+92.6% | Added |
| Parkside Financial Bank & Trust | 107 | $5.21K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 122 | $5.93K | 0.00% | +77+171.1% | Added |
| BFSG, LLC | 136 | $6.62K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 141 | $6.86K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 151 | $7.35K | 0.00% | +5+3.4% | Added |
| GWM Advisors LLC | 159 | $7.76K | 0.00% | −38−19.3% | Reduced |
| Massmutual Trust Co FSB | 176 | $8.56K | 0.00% | −187−51.5% | Reduced |
| AdvisorNet Financial, Inc | 202 | $9.83K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 202 | $9.83K | 0.00% | +148+274.1% | Added |
| Smartleaf Asset Management LLC | 212 | $10.4K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 217 | $10.6K | 0.00% | +217 | New |
| Westfuller Advisors, LLC | 231 | $11.2K | 0.00% | −37−13.8% | Reduced |
| Creative Financial Designs Inc | 241 | $11.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 253 | $12.3K | 0.00% | +5+2.0% | Added |
| Costello Asset Management, INC | 275 | $13.4K | 0.00% | +1+0.4% | Added |
| True Wealth Design, LLC | 302 | $14.7K | 0.00% | +162+115.7% | Added |
| Banque Cantonale Vaudoise | 303 | $15.0K | 0.00% | −150−33.1% | Reduced |
| IFG Advisory, LLC | 347 | $16.9K | 0.00% | +347 | New |
| Umb Bank N A | 348 | $16.9K | 0.00% | +72+26.1% | Added |
| Harbor Capital Advisors, Inc. | 350 | $17.0K | 0.00% | −36−9.3% | Reduced |
| Anchor Investment Management, LLC | 356 | $17.3K | 0.00% | +356 | New |
| Whittier Trust Co | 374 | $18.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 396 | $19.4K | 0.00% | −168−29.8% | Reduced |
| Trust Co of Toledo NA | 400 | $19.5K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 400 | $19.5K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 420 | $20.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 438 | $21.3K | 0.00% | −44−9.1% | Reduced |
| Kemnay Advisory Services Inc. | 455 | $22.1K | 0.00% | −36−7.3% | Reduced |
| Clearstead Advisors, LLC | 464 | $22.6K | 0.00% | +464 | New |
| Signaturefd, LLC | 491 | $23.9K | 0.00% | +201+69.3% | Added |
| Caitong International Asset Management Co., Ltd | 522 | $25.4K | 0.00% | +499+2,169.6% | Added |
| Tower View Investment Management & Research LLC | 539 | $26.2K | 0.01% | +4+0.7% | Added |
| Nikko Asset Management Americas, Inc. | 545 | $26.5K | 0.00% | +545 | New |
| Essential Partners LLC | 589 | $28.7K | 0.01% | +458+349.6% | Added |
| Capital Advisors, Ltd. LLC | 608 | $30.0K | 0.00% | +246+68.0% | Added |
| Manchester Capital Management LLC | 629 | $30.6K | 0.00% | +165+35.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 670 | $32.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 670 | $32.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 676 | $32.9K | 0.00% | +470+228.2% | Added |
| Hantz Financial Services, Inc. | 698 | $34.0K | 0.00% | +498+249.0% | Added |
| NBT Bank N A | 700 | $34.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 709 | $35.0K | 0.00% | −35−4.7% | Reduced |
| Covestor Ltd | 736 | $36.0K | 0.02% | +732+18,300.0% | Added |
| Brown, Lisle/Cummings, Inc. | 750 | $36.5K | 0.01% | +750 | New |
| Larson Financial Group LLC | 784 | $38.1K | 0.00% | +14+1.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 833 | $40.5K | 0.00% | −86−9.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 855 | $41.6K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 980 | $47.7K | 0.03% | −420−30.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $48.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,113 | $54.2K | 0.00% | −96−7.9% | Reduced |
| IFP Advisors, Inc | 1,213 | $59.0K | 0.00% | +745+159.2% | Added |
| Sterling Capital Management LLC | 1,226 | $59.6K | 0.00% | −756−38.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,243 | $61.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,456 | $71.5K | 0.00% | −65−4.3% | Reduced |
| Mather Group, LLC. | 1,528 | $74.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,611 | $78.4K | 0.00% | +4+0.2% | Added |
| Sittner & Nelson, LLC | 1,620 | $78.8K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,634 | $79.5K | 0.01% | +81+5.2% | Added |
