| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Creative Financial Designs Inc | 0 | $7 | 0.00% | 0 | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $112 | 0.00% | −6−85.7% | Reduced |
| Abound Wealth Management | 1 | $112 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $112 | 0.00% | +1 | New |
| Buck Wealth Strategies, LLC | 1 | $112 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $116 | 0.00% | +1 | New |
| LRI Investments, LLC | 2 | $224 | 0.00% | +2 | New |
| Quarry LP | 3 | $336 | 0.00% | +3 | New |
| Copeland Capital Management, LLC | 4 | $447 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 4 | $447 | 0.00% | +4 | New |
| Creative Capital Management Investments LLC | 4 | $447 | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 4 | $448 | 0.00% | −22−84.6% | Reduced |
| Westfuller Advisors, LLC | 5 | $542 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $559 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 5 | $560 | 0.00% | +1+25.0% | Added |
| First Horizon Corp | 6 | $671 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $672 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 7 | $783 | 0.00% | +3+75.0% | Added |
| Harbour Investments, Inc. | 7 | $783 | 0.00% | +7 | New |
| Private Wealth Management Group, LLC | 7 | $784 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $784 | 0.00% | +5+250.0% | Added |
| Mather Group, LLC. | 8 | $895 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $1.01K | 0.00% | +1+12.5% | Added |
| Plante Moran Financial Advisors, LLC | 9 | $1.01K | 0.00% | +9 | New |
| Bogart Wealth, LLC | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 11 | $1.23K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 12 | $1.34K | 0.00% | +12 | New |
| Assetmark, Inc | 14 | $1.57K | 0.00% | −1−6.7% | Reduced |
| AdvisorNet Financial, Inc | 14 | $1.57K | 0.00% | +9+180.0% | Added |
| JPL Wealth Management, LLC | 14 | $1.57K | 0.00% | +2+16.7% | Added |
| Cornerstone Financial Management LLC | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 15 | $1.83K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $1.90K | 0.00% | −3−15.0% | Reduced |
| Action Point Financial Planning, LLC | 19 | $1.90K | 0.00% | +19 | New |
| Avion Wealth | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 18 | $2.01K | 0.00% | +18 | New |
| MJT & Associates Financial Advisory Group, Inc. | 21 | $2.35K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $2.46K | 0.00% | +7+46.7% | Added |
| Keating Financial Advisory Services, Inc. | 26 | $2.91K | 0.00% | −1−3.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 27 | $3.02K | 0.00% | +17+170.0% | Added |
| Clearstead Advisors, LLC | 27 | $3.02K | 0.00% | +27 | New |
| SBI Securities Co., Ltd. | 28 | $3.13K | 0.00% | +1+3.7% | Added |
| CBIZ Investment Advisory Services, LLC | 35 | $3.18K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $3.58K | 0.00% | +18+128.6% | Added |
| Ameriflex Group, Inc. | 40 | $4.47K | 0.00% | +40 | New |
| TD Private Client Wealth LLC | 45 | $5.03K | 0.00% | +45 | New |
| Essential Partners LLC | 48 | $5.37K | 0.00% | −88−64.7% | Reduced |
| SWAN Capital LLC | 50 | $5.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $6.15K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 63 | $7.05K | 0.00% | −20−24.1% | Reduced |
| Sterling Capital Management LLC | 65 | $7.27K | 0.00% | −54−45.4% | Reduced |
| Spire Wealth Management | 70 | $7.83K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 83 | $9.28K | 0.00% | +11+15.3% | Added |
| Parkside Financial Bank & Trust | 90 | $10.1K | 0.00% | −15−14.3% | Reduced |
| Ronald Blue Trust, Inc. | 92 | $10.3K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 93 | $10.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 103 | $11.5K | 0.00% | −35−25.4% | Reduced |
| SJS Investment Consulting Inc. | 109 | $12.2K | 0.00% | +69+172.5% | Added |
| Massmutual Trust Co FSB | 114 | $12.8K | 0.00% | −11−8.8% | Reduced |
| IFP Advisors, Inc | 120 | $13.4K | 0.00% | +54+81.8% | Added |
| Private Trust Co NA | 127 | $14.2K | 0.00% | −55−30.2% | Reduced |
| Rothschild Investment LLC | 128 | $14.3K | 0.00% | +25+24.3% | Added |
| Kemnay Advisory Services Inc. | 140 | $15.7K | 0.00% | +140 | New |
| Rachor Investment Advisory Services, LLC | 140 | $15.7K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 154 | $17.2K | 0.00% | −12−7.2% | Reduced |
| Farther Finance Advisors, LLC | 167 | $18.6K | 0.00% | −14−7.7% | Reduced |
| Optiver Holding B.V. | 167 | $18.7K | 0.00% | +138+475.9% | Added |
| Costello Asset Management, INC | 200 | $22.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 240 | $26.8K | 0.00% | −247−50.7% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 245 | $27.4K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 246 | $27.5K | 0.00% | −9−3.5% | Reduced |
| Umb Bank N A | 264 | $29.5K | 0.00% | +9+3.5% | Added |
| Salomon & Ludwin, LLC | 263 | $30.4K | 0.00% | −40−13.2% | Reduced |
| Advisor Group Holdings, Inc. | 315 | $35.4K | 0.00% | +79+33.5% | Added |
| Quent Capital, LLC | 340 | $37.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 370 | $41.0K | 0.00% | +10+2.8% | Added |
| Park Place Capital Corp | 412 | $46.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 428 | $47.9K | 0.00% | +184+75.4% | Added |
| Global Retirement Partners, LLC | 432 | $48.3K | 0.00% | +432 | New |
| New Age Alpha Advisors, LLC | 449 | $50.2K | 0.00% | −16−3.4% | Reduced |
| Signaturefd, LLC | 463 | $51.8K | 0.00% | +16+3.6% | Added |
| Nykredit A/S | 616 | $68.9K | 0.00% | +616 | New |
| Allworth Financial LP | 633 | $70.8K | 0.00% | −18−2.8% | Reduced |
| KBC Group NV | 634 | $71.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 658 | $73.6K | 0.01% | −708−51.8% | Reduced |
| SRS Capital Advisors, Inc. | 683 | $76.4K | 0.00% | +502+277.3% | Added |
| Rockefeller Capital Management L.P. | 874 | $97.8K | 0.00% | +5+0.6% | Added |
| Compagnie Lombard Odier SCmA | 932 | $104.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,128 | $124.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,288 | $144.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,339 | $149.8K | 0.00% | −87−6.1% | Reduced |
| GAMMA Investing LLC | 1,647 | $184.2K | 0.01% | +531+47.6% | Added |
| Covestor Ltd | 1,685 | $188.0K | 0.11% | −71−4.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,685 | $188.5K | 0.01% | +152+9.9% | Added |
| American National Bank of Texas | 1,788 | $200.0K | 0.18% | +1,788 | New |
| Sequoia Financial Advisors, LLC | 1,835 | $205.3K | 0.00% | −3,117−62.9% | Reduced |
| MML Investors Services, LLC | 1,963 | $219.6K | 0.00% | +1,963 | New |
