| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $85 | 0.00% | +1 | New |
| IMG Wealth Management, Inc. | 1 | $85 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $86 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $86 | 0.00% | +1 | New |
| Buck Wealth Strategies, LLC | 2 | $170 | 0.00% | +2 | New |
| Medallion Wealth Advisors, LLC | 2 | $170 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 3 | $256 | 0.00% | +2+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 4 | $341 | 0.00% | +3+300.0% | Added |
| Rossby Financial, LCC | 5 | $426 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $512 | 0.00% | +5+500.0% | Added |
| SJS Investment Consulting Inc. | 7 | $597 | 0.00% | +5+250.0% | Added |
| Cornerstone Planning Group LLC | 8 | $658 | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 8 | $681 | 0.00% | −1−11.1% | Reduced |
| Quaker Wealth Management, LLC | 8 | $682 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $767 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 9 | $767 | 0.00% | +9 | New |
| Signature Equity Partners, LLC | 9 | $767 | 0.00% | +9 | New |
| Trust Co | 10 | $852 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 10 | $852 | 0.00% | +10 | New |
| SBI Securities Co., Ltd. | 11 | $937 | 0.00% | −105−90.5% | Reduced |
| Financial Management Professionals, Inc. | 11 | $937 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 11 | $937 | 0.00% | +3+37.5% | Added |
| Dunhill Financial, LLC | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 15 | $1.28K | 0.00% | −5−25.0% | Reduced |
| South State Corp. | 15 | $1.28K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $1.36K | 0.00% | +4+33.3% | Added |
| NBT Bank N A | 17 | $1.45K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $1.45K | 0.00% | −1−5.6% | Reduced |
| JNBA Financial Advisors | 17 | $1.45K | 0.00% | +17 | New |
| SHP Wealth Management | 20 | $1.70K | 0.00% | +9+81.8% | Added |
| North Star Investment Management Corp. | 20 | $1.70K | 0.00% | +20 | New |
| Arlington Trust Co LLC | 21 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $1.87K | 0.00% | +6+37.5% | Added |
| Harbour Investments, Inc. | 24 | $2.04K | 0.00% | +12+100.0% | Added |
| Action Point Financial Planning, LLC | 32 | $2.56K | 0.00% | +32 | New |
| Hughes Financial Services, LLC | 34 | $2.90K | 0.00% | +9+36.0% | Added |
| Johnson Financial Group, Inc. | 35 | $2.98K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 36 | $3.00K | 0.00% | +6+20.0% | Added |
| Fortitude Family Office, LLC | 41 | $3.49K | 0.00% | +23+127.8% | Added |
| Keating Financial Advisory Services, Inc. | 42 | $3.58K | 0.00% | +21+100.0% | Added |
| CVA Family Office, LLC | 43 | $3.66K | 0.00% | +24+126.3% | Added |
| Meeder Asset Management Inc | 46 | $3.92K | 0.00% | −96−67.6% | Reduced |
| Bare Financial Services, Inc | 46 | $3.92K | 0.00% | +14+43.8% | Added |
| Cornerstone Financial Management LLC | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 49 | $4.17K | 0.00% | −4−7.5% | Reduced |
| Bell Investment Advisors, Inc | 55 | $4.69K | 0.00% | +19+52.8% | Added |
| Dynamic Wealth Strategies, LLC | 68 | $5.79K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 71 | $6.05K | 0.00% | +1+1.4% | Added |
| ZRC Wealth Management, LLC | 74 | $6.30K | 0.00% | +74 | New |
| Versant Capital Management, Inc | 86 | $7.33K | 0.00% | −42−32.8% | Reduced |
| Farmers & Merchants Investments Inc | 91 | $7.75K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 105 | $8.95K | 0.00% | +5+5.0% | Added |
| Zions Bancorporation, National Association | 107 | $9.12K | 0.00% | +11+11.5% | Added |
| Northwestern Mutual Wealth Management Co | 107 | $9.12K | 0.00% | +28+35.4% | Added |
| High Note Wealth, LLC | 118 | $10.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 119 | $10.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 119 | $10.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 127 | $10.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 129 | $11.0K | 0.00% | −377−74.5% | Reduced |
| Hoey Investments, Inc | 129 | $11.0K | 0.00% | +129 | New |
| Sherman Asset Management, Inc. | 142 | $12.1K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 155 | $13.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 159 | $13.5K | 0.00% | −89−35.9% | Reduced |
| Capital Advisors, Ltd. LLC | 164 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 201 | $15.3K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 180 | $15.3K | 0.01% | +180 | New |
| Danske Bank A/S | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 215 | $18.3K | 0.00% | +10+4.9% | Added |
| Basecamp Wealth Advisors LLC | 222 | $18.9K | 0.00% | +43+24.0% | Added |
| NBC Securities, Inc. | 231 | $19.7K | 0.00% | 00.0% | Unchanged |
| SMA Capital LLC | 244 | $20.8K | 0.01% | +145+146.5% | Added |
| Parkside Financial Bank & Trust | 258 | $22.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 260 | $22.1K | 0.00% | −2−0.8% | Reduced |
| V-Square Quantitative Management LLC | 267 | $22.7K | 0.00% | +267 | New |
| Brown Brothers Harriman & Co | 300 | $25.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 306 | $26.1K | 0.00% | +306 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 319 | $27.2K | 0.01% | +80+33.5% | Added |
| Huntington National Bank | 365 | $31.1K | 0.00% | +62+20.5% | Added |
| Massmutual Trust Co FSB | 448 | $38.2K | 0.00% | +5+1.1% | Added |
| Allworth Financial LP | 540 | $46.0K | 0.00% | +58+12.0% | Added |
| Purpose Unlimited Inc. | 562 | $48.0K | 0.00% | +562 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 589 | $50.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 596 | $50.8K | 0.00% | +564+1,762.5% | Added |
| Optiver Holding B.V. | 660 | $56.2K | 0.00% | +475+256.8% | Added |
| Farther Finance Advisors, LLC | 678 | $58.0K | 0.00% | −431−38.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 713 | $60.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 902 | $76.8K | 0.00% | −646−41.7% | Reduced |
| Acadian Asset Management LLC | 952 | $81.0K | 0.00% | +952 | New |
| Covestor Ltd | 998 | $85.0K | 0.05% | −367−26.9% | Reduced |
| Los Angeles Capital Management LLC | 1,116 | $95.1K | 0.00% | −15−1.3% | Reduced |
| Signaturefd, LLC | 1,135 | $96.7K | 0.00% | +247+27.8% | Added |
| Kemnay Advisory Services Inc. | 1,164 | $99.2K | 0.01% | +151+14.9% | Added |
| Hollencrest Capital Management | 1,200 | $102.2K | 0.01% | +1,200 | New |
| Smartleaf Asset Management LLC | 1,226 | $107.0K | 0.00% | 00.0% | Unchanged |