| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| WPG Advisers, LLC | 1 | $145 | 0.00% | −68−98.6% | Reduced |
| Abound Wealth Management | 1 | $145 | 0.00% | −1−50.0% | Reduced |
| Private Trust Co NA | 1 | $145 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $145 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $290 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 2 | $290 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $435 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $435 | 0.00% | +3 | New |
| Pacific Center for Financial Services | 4 | $580 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4 | $580 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $580 | 0.00% | +1+33.3% | Added |
| Bell Investment Advisors, Inc | 4 | $580 | 0.00% | +1+33.3% | Added |
| Clearstead Advisors, LLC | 4 | $580 | 0.00% | +4 | New |
| Sachetta, LLC | 6 | $870 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 7 | $1.01K | 0.00% | −3−30.0% | Reduced |
| True Wealth Design, LLC | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7 | $1.01K | 0.00% | +2+40.0% | Added |
| Noble Wealth Management PBC | 7 | $1.01K | 0.00% | +7 | New |
| Gilpin Wealth Management, LLC | 8 | $1.16K | 0.00% | +4+100.0% | Added |
| Prestige Wealth Management Group LLC | 8 | $1.16K | 0.00% | +5+166.7% | Added |
| Bayforest Capital Ltd | 9 | $1.30K | 0.00% | +9 | New |
| Plante Moran Financial Advisors, LLC | 10 | $1.45K | 0.00% | +10 | New |
| Strengthening Families & Communities, LLC | 11 | $1.60K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 12 | $1.74K | 0.00% | +12 | New |
| Whittier Trust Co of Nevada Inc | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 15 | $2.17K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 15 | $2.17K | 0.00% | +15 | New |
| Manning & Napier Advisors LLC | 17 | $2.40K | 0.00% | +17 | New |
| Parallel Advisors, LLC | 17 | $2.46K | 0.00% | −206−92.4% | Reduced |
| Rossby Financial, LCC | 17 | $2.46K | 0.00% | +2+13.3% | Added |
| Harbour Investments, Inc. | 18 | $2.61K | 0.00% | +14+350.0% | Added |
| Graney & King, LLC | 19 | $2.75K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 20 | $2.91K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 22 | $3.19K | 0.00% | +22 | New |
| Trust Co | 24 | $3.48K | 0.00% | +24 | New |
| Sunrise Financial Services, LLC | 25 | $3.63K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 25 | $3.63K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 26 | $3.77K | 0.00% | +8+44.4% | Added |
| Farmers & Merchants Investments Inc | 27 | $3.92K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 30 | $4.35K | 0.00% | −70−70.0% | Reduced |
| MCF Advisors LLC | 30 | $4.35K | 0.00% | +30 | New |
| NBH Bank | 30 | $4.35K | 0.00% | +30 | New |
| Fortitude Family Office, LLC | 31 | $4.50K | 0.00% | +31 | New |
| PlanVest Financial, Inc | 31 | $4.55K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $4.64K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 32 | $4.64K | 0.00% | +32 | New |
| Basecamp Wealth Advisors LLC | 33 | $4.79K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 33 | $4.79K | 0.00% | +33 | New |
| High Note Wealth, LLC | 34 | $4.93K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 39 | $5.66K | 0.00% | −2−4.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 40 | $5.80K | 0.00% | −1−2.4% | Reduced |
| Leonteq Securities AG | 40 | $5.80K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 46 | $6.67K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 46 | $6.67K | 0.00% | +3+7.0% | Added |
| LRI Investments, LLC | 47 | $6.82K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 48 | $6.96K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 49 | $7.11K | 0.00% | −4−7.5% | Reduced |
| CX Institutional | 61 | $9.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 64 | $9.28K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 70 | $10.1K | 0.00% | −1,959−96.6% | Reduced |
| Covestor Ltd | 74 | $11.0K | 0.01% | −50−40.3% | Reduced |
| Regatta Research & Money Management | 77 | $11.2K | 0.01% | +77 | New |
| Larson Financial Group LLC | 79 | $11.5K | 0.00% | −42−34.7% | Reduced |
| Golden State Wealth Management, LLC | 80 | $11.6K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 83 | $12.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 88 | $12.8K | 0.00% | −57−39.3% | Reduced |
| Private Wealth Management Group, LLC | 100 | $14.5K | 0.00% | +16+19.0% | Added |
| EverSource Wealth Advisors, LLC | 111 | $16.1K | 0.00% | −33−22.9% | Reduced |
| Aspect Partners, LLC | 113 | $16.4K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 117 | $17.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 130 | $18.9K | 0.00% | −7−5.1% | Reduced |
| Bare Financial Services, Inc | 135 | $19.6K | 0.00% | +44+48.4% | Added |
| First Horizon Corp | 149 | $21.6K | 0.00% | +1+0.7% | Added |
| Allworth Financial LP | 150 | $21.7K | 0.00% | +13+9.5% | Added |
| UMA Financial Services, Inc. | 152 | $22.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 174 | $25.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 182 | $26.4K | 0.00% | −4−2.2% | Reduced |
| Versant Capital Management, Inc | 185 | $26.8K | 0.00% | +11+6.3% | Added |
| Brown Brothers Harriman & Co | 198 | $28.7K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $29.0K | 0.01% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 209 | $30.3K | 0.01% | +209 | New |
| JTC Employer Solutions Trusteee Ltd | 237 | $34.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 270 | $39.1K | 0.00% | +7+2.7% | Added |
| Transamerica Financial Advisors, Inc. | 280 | $40.7K | 0.00% | +19+7.3% | Added |
| Eurizon Capital SGR S.p.A. | 347 | $49.1K | 0.00% | +22+6.8% | Added |
| Public Employees Retirement System of Ohio | 342 | $49.6K | 0.00% | +20+6.2% | Added |
| Smartleaf Asset Management LLC | 358 | $50.6K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 350 | $50.8K | 0.01% | +32+10.1% | Added |
| Northwestern Mutual Wealth Management Co | 353 | $51.2K | 0.00% | −82−18.9% | Reduced |
| Owl Creek Wealth Partners LLC | 353 | $51.2K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 376 | $54.5K | 0.00% | −22−5.5% | Reduced |
| Bryn Mawr Trust Co | 400 | $58.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 429 | $62.2K | 0.00% | +412+2,423.5% | Added |
| Optiver Holding B.V. | 459 | $66.6K | 0.00% | +459 | New |
| Salomon & Ludwin, LLC | 514 | $74.5K | 0.01% | +154+42.8% | Added |
| State of Wyoming | 517 | $75.0K | 0.01% | +517 | New |
| Hantz Financial Services, Inc. | 594 | $86.0K | 0.00% | +296+99.3% | Added |