| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $225 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $230 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $230 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $230 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1 | $230 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $230 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1 | $230 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $230 | 0.00% | +1 | New |
| Buck Wealth Strategies, LLC | 1 | $230 | 0.00% | +1 | New |
| TD Capital Management LLC | 2 | $460 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $460 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $460 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $690 | 0.00% | −1−25.0% | Reduced |
| Rialto Wealth Management, LLC | 3 | $690 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $690 | 0.00% | +3 | New |
| Wealth Enhancement Trust Services, Inc. | 3 | $690 | 0.00% | +3 | New |
| TD Private Client Wealth LLC | 4 | $919 | 0.00% | −294−98.7% | Reduced |
| Ankerstar Wealth, LLC | 4 | $919 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $919 | 0.00% | +2+100.0% | Added |
| Essential Partners LLC | 4 | $919 | 0.00% | +2+100.0% | Added |
| Trust Co | 4 | $919 | 0.00% | +4 | New |
| IFP Advisors, Inc | 4 | $919 | 0.00% | +4 | New |
| West Paces Advisors Inc. | 4 | $919 | 0.00% | +4 | New |
| Gilpin Wealth Management, LLC | 4 | $920 | 0.00% | +2+100.0% | Added |
| Prestige Wealth Management Group LLC | 4 | $920 | 0.00% | +3+300.0% | Added |
| Torren Management, LLC | 4 | $935 | 0.00% | +1+33.3% | Added |
| Westfuller Advisors, LLC | 5 | $1.12K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 5 | $1.15K | 0.00% | +1+25.0% | Added |
| Horizon Financial Services, LLC | 5 | $1.15K | 0.00% | +5 | New |
| Fortitude Family Office, LLC | 6 | $1.38K | 0.00% | −17−73.9% | Reduced |
| Whipplewood Advisors, LLC | 6 | $1.38K | 0.00% | −10−62.5% | Reduced |
| Rossby Financial, LCC | 7 | $1.61K | 0.00% | −5−41.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $1.61K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 7 | $1.61K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.61K | 0.00% | +5+250.0% | Added |
| Creative Capital Management Investments LLC | 7 | $1.61K | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 7 | $1.61K | 0.00% | +7 | New |
| Assetmark, Inc | 8 | $1.84K | 0.00% | −1−11.1% | Reduced |
| Rakuten Securities, Inc. | 9 | $2.07K | 0.00% | +9 | New |
| High Note Wealth, LLC | 10 | $2.30K | 0.00% | −8−44.4% | Reduced |
| Stone House Investment Management, LLC | 10 | $2.30K | 0.00% | +10 | New |
| William B. Walkup & Associates, Inc. | 10 | $2.30K | 0.00% | +10 | New |
| Farmers & Merchants Investments Inc | 13 | $2.99K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 15 | $3.45K | 0.00% | −46−75.4% | Reduced |
| Wolff Wiese Magana LLC | 20 | $4.60K | 0.00% | +5+33.3% | Added |
| Solstein Capital, LLC | 21 | $4.83K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 24 | $5.55K | 0.00% | −5−17.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 25 | $5.75K | 0.00% | +25 | New |
| Fulcrum Asset Management LLP | 27 | $6.14K | 0.00% | +27 | New |
| CVA Family Office, LLC | 27 | $6.21K | 0.00% | −2−6.9% | Reduced |
| Private Wealth Management Group, LLC | 28 | $6.44K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 36 | $8.27K | 0.00% | −996−96.5% | Reduced |
| Action Point Financial Planning, LLC | 37 | $8.29K | 0.00% | +37 | New |
| Key Financial Inc | 39 | $8.96K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 40 | $9.19K | 0.00% | −124−75.6% | Reduced |
| Huntington National Bank | 41 | $9.42K | 0.00% | −11−21.2% | Reduced |
| Silver Grove Financial Group, Inc. | 43 | $9.88K | 0.01% | +43 | New |
| Community Bank, N.A. | 45 | $10.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 49 | $11.3K | 0.00% | +4+8.9% | Added |
| Mather Group, LLC. | 50 | $11.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 57 | $13.1K | 0.00% | +37+185.0% | Added |
| Cedar Mountain Advisors, LLC | 61 | $14.0K | 0.00% | −3−4.7% | Reduced |
| Allworth Financial LP | 66 | $15.2K | 0.00% | +11+20.0% | Added |
| Pacer Advisors, Inc. | 75 | $17.0K | 0.00% | −12−13.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78 | $17.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 84 | $19.3K | 0.00% | −66−44.0% | Reduced |
| Bare Financial Services, Inc | 84 | $19.3K | 0.00% | +46+121.1% | Added |
| Rocky Mountain Advisers, LLC | 85 | $19.5K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 93 | $21.6K | 0.00% | −11−10.6% | Reduced |
| Los Angeles Capital Management LLC | 96 | $22.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 97 | $22.3K | 0.00% | +56+136.6% | Added |
| Massmutual Trust Co FSB | 108 | $24.8K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 110 | $25.3K | 0.00% | +110 | New |
| Umb Bank N A | 119 | $27.4K | 0.00% | −31−20.7% | Reduced |
| Ronald Blue Trust, Inc. | 120 | $27.6K | 0.00% | −241−66.8% | Reduced |
| GHP Investment Advisors, Inc. | 121 | $27.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 126 | $29.0K | 0.02% | +49+63.6% | Added |
| EverSource Wealth Advisors, LLC | 129 | $29.6K | 0.00% | −2−1.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 134 | $30.8K | 0.00% | −5−3.6% | Reduced |
| Harbor Capital Advisors, Inc. | 143 | $33.0K | 0.00% | +35+32.4% | Added |
| Kemnay Advisory Services Inc. | 159 | $36.5K | 0.00% | +6+3.9% | Added |
| USA Financial Formulas | 183 | $42.1K | 0.01% | +183 | New |
| Whittier Trust Co of Nevada Inc | 193 | $42.9K | 0.00% | +52+36.9% | Added |
| National Bank of Canada | 194 | $44.6K | 0.00% | −554−74.1% | Reduced |
| Optiver Holding B.V. | 199 | $45.7K | 0.00% | +199 | New |
| Signaturefd, LLC | 206 | $47.3K | 0.00% | +11+5.6% | Added |
| Salomon & Ludwin, LLC | 221 | $49.5K | 0.00% | +48+27.7% | Added |
| Public Employees Retirement System of Ohio | 227 | $52.2K | 0.00% | +12+5.6% | Added |
| Jones Financial Companies LLLP | 242 | $56.5K | 0.00% | −368−60.3% | Reduced |
| Rockefeller Capital Management L.P. | 273 | $62.9K | 0.00% | +19+7.5% | Added |
| Farther Finance Advisors, LLC | 303 | $69.6K | 0.00% | −141−31.8% | Reduced |
| SRS Capital Advisors, Inc. | 345 | $79.3K | 0.00% | +345 | New |
| Global Retirement Partners, LLC | 348 | $80.0K | 0.00% | +348 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 363 | $83.4K | 0.00% | −59−14.0% | Reduced |
| Hantz Financial Services, Inc. | 372 | $86.0K | 0.00% | +10+2.8% | Added |
| Banque Cantonale Vaudoise | 387 | $89.0K | 0.00% | −228−37.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 521 | $119.7K | 0.00% | −248−32.2% | Reduced |
