| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $471 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 1 | $506 | 0.00% | −3−75.0% | Reduced |
| Harbour Investments, Inc. | 1 | $506 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $506 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $506 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $506 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $506 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1 | $506 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $506 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $506 | 0.00% | +1 | New |
| Navigoe, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 2 | $1.01K | 0.00% | +1+100.0% | Added |
| Hughes Financial Services, LLC | 2 | $1.01K | 0.00% | +2 | New |
| Cornerstone Financial Management LLC | 2 | $1.01K | 0.00% | +2 | New |
| TD Capital Management LLC | 3 | $1.52K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 4 | $2.02K | 0.00% | +1+33.3% | Added |
| Central Trust Co | 4 | $2.02K | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $2.53K | 0.00% | −1−16.7% | Reduced |
| Signature Equity Partners, LLC | 6 | $3.03K | 0.00% | −6−50.0% | Reduced |
| Armstrong Advisory Group, Inc | 6 | $3.03K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 6 | $3.03K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $3.03K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 7 | $3.54K | 0.00% | +7 | New |
| Creative Capital Management Investments LLC | 7 | $3.54K | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $3.54K | 0.00% | +3+75.0% | Added |
| Kilter Group LLC | 8 | $4.04K | 0.00% | −9−52.9% | Reduced |
| Manchester Capital Management LLC | 8 | $4.04K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8 | $4.04K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $4.04K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 8 | $4.04K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $4.04K | 0.00% | +2+33.3% | Added |
| HFM Investment Advisors, LLC | 8 | $4.04K | 0.00% | +5+166.7% | Added |
| Rossby Financial, LCC | 10 | $5.06K | 0.00% | −1−9.1% | Reduced |
| Elevated Capital Advisors, LLC | 10 | $5.06K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 10 | $5.06K | 0.00% | +10 | New |
| Adirondack Trust Co | 11 | $5.56K | 0.00% | +11 | New |
| Valued Wealth Advisors LLC | 11 | $5.56K | 0.00% | +5+83.3% | Added |
| Northwestern Mutual Wealth Management Co | 14 | $7.08K | 0.00% | +14 | New |
| Colonial Trust Advisors | 15 | $7.58K | 0.00% | +15 | New |
| Heritage Wealth Advisors | 17 | $8.42K | 0.00% | +17 | New |
| Osbon Capital Management LLC | 17 | $8.60K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 17 | $8.60K | 0.00% | +17 | New |
| Basecamp Wealth Advisors LLC | 18 | $9.10K | 0.00% | −2−10.0% | Reduced |
| High Note Wealth, LLC | 18 | $9.10K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 22 | $11.1K | 0.00% | −3,819−99.4% | Reduced |
| Torren Management, LLC | 22 | $11.1K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 23 | $12.0K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 25 | $12.1K | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 25 | $12.6K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 25 | $12.6K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 27 | $13.7K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 31 | $15.7K | 0.00% | +6+24.0% | Added |
| LRI Investments, LLC | 31 | $15.7K | 0.00% | +3+10.7% | Added |
| Fortitude Family Office, LLC | 34 | $17.2K | 0.00% | +7+25.9% | Added |
| Minot DeBlois Advisors LLC | 35 | $17.7K | 0.02% | +35 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 36 | $18.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 36 | $18.2K | 0.00% | −4−10.0% | Reduced |
| Massmutual Trust Co FSB | 38 | $19.2K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 38 | $19.2K | 0.01% | +38 | New |
| Bayforest Capital Ltd | 39 | $19.7K | 0.02% | −114−74.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 48 | $19.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 42 | $21.2K | 0.00% | −26−38.2% | Reduced |
| Rakuten Securities, Inc. | 43 | $21.7K | 0.01% | +10+30.3% | Added |
| Bare Financial Services, Inc | 45 | $22.8K | 0.01% | +2+4.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 45 | $22.8K | 0.00% | +45 | New |
| JFS Wealth Advisors, LLC | 46 | $23.3K | 0.00% | +1+2.2% | Added |
| McGuire Capital Advisors Inc | 47 | $23.8K | 0.01% | +47 | New |
| Parkside Financial Bank & Trust | 49 | $24.8K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 53 | $26.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 54 | $27.3K | 0.00% | +45+500.0% | Added |
| Nomura Asset Management Co Ltd | 55 | $27.8K | 0.00% | −70−56.0% | Reduced |
| CVA Family Office, LLC | 56 | $28.3K | 0.00% | +9+19.1% | Added |
| Optiver Holding B.V. | 59 | $29.8K | 0.00% | −77−56.6% | Reduced |
| Golden State Wealth Management, LLC | 62 | $31.3K | 0.00% | −38−38.0% | Reduced |
| Private Trust Co NA | 67 | $33.9K | 0.00% | −199−74.8% | Reduced |
| Allworth Financial LP | 69 | $34.9K | 0.00% | +19+38.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 71 | $35.9K | 0.00% | −7−9.0% | Reduced |
| Institute for Wealth Management, LLC. | 71 | $35.9K | 0.00% | +71 | New |
| Harvest Fund Management Co., Ltd | 71 | $36.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 72 | $36.4K | 0.00% | +72 | New |
| Harbor Capital Advisors, Inc. | 74 | $37.0K | 0.00% | −1−1.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 75 | $37.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 87 | $44.0K | 0.03% | +21+31.8% | Added |
| Strategic Advocates LLC | 92 | $46.5K | 0.18% | +86+1,433.3% | Added |
| Macquarie Group Ltd | 92 | $46.5K | 0.00% | +92 | New |
| Acumen Wealth Advisors, LLC | 103 | $52.1K | 0.01% | +9+9.6% | Added |
| Harbor Investment Advisory, LLC | 103 | $52.1K | 0.00% | +103 | New |
| V-Square Quantitative Management LLC | 104 | $52.6K | 0.00% | +104 | New |
| UMA Financial Services, Inc. | 114 | $57.6K | 0.01% | +2+1.8% | Added |
| Larson Financial Group LLC | 115 | $58.0K | 0.00% | +41+55.4% | Added |
| Continuum Advisory, LLC | 117 | $59.2K | 0.00% | +117 | New |
| Nemes Rush Group LLC | 118 | $59.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 121 | $61.2K | 0.00% | +1+0.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 122 | $62.0K | 0.00% | +122 | New |
| EverSource Wealth Advisors, LLC | 125 | $63.2K | 0.00% | −83−39.9% | Reduced |
| Quarry LP | 135 | $68.3K | 0.01% | +116+610.5% | Added |
| C M Bidwell & Associates Ltd | 163 | $82.4K | 0.03% | +163 | New |
| CoreCap Advisors, LLC | 175 | $88.5K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 177 | $89.5K | 0.01% | +177 | New |