| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $61 | 0.00% | −1−50.0% | Reduced |
| Huntington National Bank | 1 | $61 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $61 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $61 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $61 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $122 | 0.00% | −1−33.3% | Reduced |
| Rialto Wealth Management, LLC | 2 | $122 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 2 | $122 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $122 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $183 | 0.00% | +1+50.0% | Added |
| TFC Financial Management | 4 | $244 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 5 | $304 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $365 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $365 | 0.00% | +6 | New |
| Creative Capital Management Investments LLC | 6 | $365 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 7 | $425 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8 | $486 | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 10 | $610 | 0.00% | +10 | New |
| Financial Consulate, Inc | 11 | $669 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 11 | $669 | 0.00% | +11 | New |
| Ankerstar Wealth, LLC | 12 | $729 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $973 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $1.00K | 0.00% | −8−38.1% | Reduced |
| True Wealth Design, LLC | 17 | $1.03K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $1.22K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $1.46K | 0.00% | +6+33.3% | Added |
| SBI Securities Co., Ltd. | 26 | $1.58K | 0.00% | −57−68.7% | Reduced |
| JPL Wealth Management, LLC | 27 | $1.64K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 28 | $1.70K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 27 | $1.72K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 32 | $1.95K | 0.00% | +32 | New |
| Fortitude Family Office, LLC | 40 | $2.43K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 43 | $2.61K | 0.00% | +36+514.3% | Added |
| Anchor Investment Management, LLC | 54 | $3.28K | 0.00% | +54 | New |
| International Assets Investment Management, LLC | 56 | $3.40K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 62 | $3.77K | 0.00% | +6+10.7% | Added |
| Keating Financial Advisory Services, Inc. | 89 | $5.41K | 0.00% | +18+25.4% | Added |
| Owl Creek Wealth Partners LLC | 90 | $5.47K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 97 | $5.89K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 112 | $6.81K | 0.00% | +26+30.2% | Added |
| Massmutual Trust Co FSB | 129 | $7.84K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 155 | $9.42K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 174 | $10.6K | 0.00% | +174 | New |
| Parkside Financial Bank & Trust | 181 | $11.0K | 0.00% | +20+12.4% | Added |
| Steward Partners Investment Advisory, LLC | 184 | $11.2K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 201 | $12.2K | 0.00% | −3,418−94.4% | Reduced |
| Compass Financial Management LLC | 217 | $13.2K | 0.00% | +217 | New |
| Smartleaf Asset Management LLC | 233 | $14.2K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 259 | $15.7K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 273 | $17.0K | 0.00% | −24−8.1% | Reduced |
| AdvisorNet Financial, Inc | 285 | $17.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 292 | $17.7K | 0.00% | +205+235.6% | Added |
| Kemnay Advisory Services Inc. | 310 | $18.8K | 0.00% | −74−19.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 314 | $19.1K | 0.00% | +314 | New |
| Essential Partners LLC | 348 | $21.1K | 0.01% | −1,849−84.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 352 | $21.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 381 | $23.2K | 0.00% | −310−44.9% | Reduced |
| Glen Eagle Advisors, LLC | 406 | $24.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 479 | $29.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 528 | $32.0K | 0.00% | +39+8.0% | Added |
| Hantz Financial Services, Inc. | 557 | $34.0K | 0.00% | +82+17.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 575 | $34.9K | 0.00% | +155+36.9% | Added |
| Public Employees Retirement System of Ohio | 602 | $36.6K | 0.00% | −4,685−88.6% | Reduced |
| Parallel Advisors, LLC | 628 | $38.2K | 0.00% | +8+1.3% | Added |
| Rockefeller Capital Management L.P. | 629 | $38.2K | 0.00% | +11+1.8% | Added |
| Medallion Wealth Advisors, LLC | 660 | $40.1K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 679 | $41.3K | 0.01% | +178+35.5% | Added |
| Allworth Financial LP | 683 | $41.5K | 0.00% | +240+54.2% | Added |
| Bayforest Capital Ltd | 691 | $42.0K | 0.04% | +691 | New |
| Sterling Capital Management LLC | 714 | $43.4K | 0.00% | −391−35.4% | Reduced |
| EverSource Wealth Advisors, LLC | 754 | $45.8K | 0.00% | −157−17.2% | Reduced |
| Bessemer Group Inc | 751 | $46.0K | 0.00% | +90+13.6% | Added |
| Hughes Financial Services, LLC | 855 | $52.0K | 0.01% | +3+0.4% | Added |
| Private Trust Co NA | 858 | $52.1K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 863 | $52.4K | 0.01% | +839+3,495.8% | Added |
| Versant Capital Management, Inc | 980 | $59.6K | 0.01% | +177+22.0% | Added |
| Southern Michigan Bank & Trust | 1,000 | $60.8K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,004 | $61.0K | 0.00% | +172+20.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,132 | $68.8K | 0.00% | −1,001−46.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,265 | $76.9K | 0.00% | +245+24.0% | Added |
| IFP Advisors, Inc | 1,436 | $87.3K | 0.00% | −16−1.1% | Reduced |
| South State Corp. | 1,635 | $99.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,687 | $102.5K | 0.00% | +1,687 | New |
| Tower Research Capital LLC (TRC) | 2,077 | $126.2K | 0.00% | −1,675−44.6% | Reduced |
| Larson Financial Group LLC | 2,337 | $142.0K | 0.00% | +323+16.0% | Added |
| The PNC Financial Services Group, Inc. | 2,620 | $159.2K | 0.00% | −1,192−31.3% | Reduced |
| Vega Investment Solutions | 2,700 | $164.1K | 0.02% | +2,464+1,044.1% | Added |
| Public Employees Retirement Association of Colorado | 2,872 | $175.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,958 | $179.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,216 | $195.4K | 0.01% | +555+20.9% | Added |
| US Bancorp | 3,260 | $198.1K | 0.00% | +1,385+73.9% | Added |
| Certior Financial Group, LLC | 3,343 | $203.2K | 0.11% | +3,343 | New |
| Greenleaf Trust | 3,400 | $206.6K | 0.00% | +3,400 | New |
| GAMMA Investing LLC | 3,409 | $207.2K | 0.01% | −11−0.3% | Reduced |
| ELCO Management Co., LLC | 3,476 | $211.2K | 0.09% | −996−22.3% | Reduced |
| Brighton Jones LLC | 3,594 | $218.4K | 0.00% | −480−11.8% | Reduced |
| JustInvest LLC | 3,621 | $220.0K | 0.00% | +3,621 | New |
