| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Navigoe, LLC | 7 | $0 | 0.00% | +7 | New |
| Maryland Capital Advisors Inc. | 1 | $76 | 0.00% | +1 | New |
| Bayforest Capital Ltd | 2 | $150 | 0.00% | −1,368−99.9% | Reduced |
| SBI Securities Co., Ltd. | 2 | $150 | 0.00% | −7−77.8% | Reduced |
| Raffa Wealth Management, LLC | 2 | $150 | 0.00% | +1+100.0% | Added |
| Abound Wealth Management | 2 | $151 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $218 | 0.00% | +3 | New |
| Private Trust Co NA | 4 | $301 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 4 | $301 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $301 | 0.00% | +1+33.3% | Added |
| Davis Capital Management | 5 | $376 | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 6 | $451 | 0.00% | +6 | New |
| TD Private Client Wealth LLC | 7 | $526 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $526 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $602 | 0.00% | +5+166.7% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $752 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $826 | 0.00% | +11 | New |
| Noble Wealth Management PBC | 12 | $902 | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 13 | $977 | 0.00% | +3+30.0% | Added |
| Rialto Wealth Management, LLC | 13 | $977 | 0.00% | +5+62.5% | Added |
| HFM Investment Advisors, LLC | 13 | $977 | 0.00% | +13 | New |
| Covestor Ltd | 14 | $1.00K | 0.00% | +10+250.0% | Added |
| Gilpin Wealth Management, LLC | 14 | $1.05K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 14 | $1.05K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 17 | $1.28K | 0.00% | +17 | New |
| Farmers & Merchants Investments Inc | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $1.58K | 0.00% | +14+200.0% | Added |
| Cary Street Partner Investment Advisory LLC | 22 | $1.65K | 0.00% | +22 | New |
| Ameritas Advisory Services, LLC | 23 | $1.76K | 0.00% | +23 | New |
| Ares Financial Consulting, LLC | 24 | $1.80K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 26 | $1.95K | 0.00% | +26 | New |
| Silver Grove Financial Group, Inc. | 34 | $2.55K | 0.00% | +34 | New |
| Action Point Financial Planning, LLC | 35 | $2.56K | 0.00% | +35 | New |
| Signaturefd, LLC | 35 | $2.63K | 0.00% | +7+25.0% | Added |
| Armstrong Advisory Group, Inc | 40 | $3.01K | 0.00% | +40 | New |
| Wilkerson Advisory Group LLC | 45 | $3.41K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 49 | $3.68K | 0.00% | −318−86.6% | Reduced |
| Fortitude Family Office, LLC | 54 | $4.06K | 0.00% | +2+3.8% | Added |
| Northwestern Mutual Wealth Management Co | 56 | $4.21K | 0.00% | +56 | New |
| JFS Wealth Advisors, LLC | 59 | $4.43K | 0.00% | +17+40.5% | Added |
| High Note Wealth, LLC | 76 | $5.71K | 0.00% | +10+15.2% | Added |
| True Wealth Design, LLC | 78 | $5.86K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 105 | $6.66K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 96 | $7.21K | 0.00% | +96 | New |
| TD Waterhouse Canada Inc. | 101 | $7.31K | 0.00% | +101 | New |
| Meeder Asset Management Inc | 98 | $7.36K | 0.00% | −5,695−98.3% | Reduced |
| GWM Advisors LLC | 101 | $7.57K | 0.00% | +1+1.0% | Added |
| Rothschild Investment LLC | 107 | $8.04K | 0.00% | +10+10.3% | Added |
| SJS Investment Consulting Inc. | 108 | $8.12K | 0.00% | +94+671.4% | Added |
| CVA Family Office, LLC | 111 | $8.34K | 0.00% | +12+12.1% | Added |
| Fourth Dimension Wealth, LLC | 115 | $8.64K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 120 | $9.02K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 132 | $9.92K | 0.00% | +13+10.9% | Added |
| Cornerstone Planning Group LLC | 159 | $10.7K | 0.00% | +159 | New |
| First Horizon Corp | 147 | $11.0K | 0.00% | +17+13.1% | Added |
| Massmutual Trust Co FSB | 156 | $11.7K | 0.00% | +57+57.6% | Added |
| LRI Investments, LLC | 158 | $11.9K | 0.00% | −48−23.3% | Reduced |
| Bare Financial Services, Inc | 159 | $11.9K | 0.00% | +138+657.1% | Added |
| Harbour Investments, Inc. | 161 | $12.1K | 0.00% | +161 | New |
| Accent Capital Management, LLC | 187 | $14.0K | 0.01% | +187 | New |
| Global Retirement Partners, LLC | 241 | $18.1K | 0.00% | +241 | New |
| Toronto Dominion Bank | 306 | $23.0K | 0.00% | +306 | New |
| Larson Financial Group LLC | 331 | $24.9K | 0.00% | +52+18.6% | Added |
| Valued Wealth Advisors LLC | 346 | $26.0K | 0.01% | +101+41.2% | Added |
| Sterling Capital Management LLC | 355 | $26.7K | 0.00% | −187−34.5% | Reduced |
| Hantz Financial Services, Inc. | 358 | $27.0K | 0.00% | +7+2.0% | Added |
| Public Employees Retirement System of Ohio | 380 | $28.5K | 0.00% | +173+83.6% | Added |
| Huntington National Bank | 416 | $31.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 419 | $31.5K | 0.00% | −18−4.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 430 | $32.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 468 | $34.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 485 | $36.4K | 0.00% | +39+8.7% | Added |
| EverSource Wealth Advisors, LLC | 531 | $39.9K | 0.00% | −93−14.9% | Reduced |
| Farther Finance Advisors, LLC | 561 | $42.1K | 0.00% | +444+379.5% | Added |
| Core Capital Management & Research, inc. | 852 | $52.4K | 0.03% | +852 | New |
| Kemnay Advisory Services Inc. | 706 | $53.0K | 0.01% | −1,371−66.0% | Reduced |
| Optiver Holding B.V. | 834 | $62.7K | 0.00% | +834 | New |
| Salomon & Ludwin, LLC | 916 | $66.3K | 0.01% | +107+13.2% | Added |
| Versant Capital Management, Inc | 941 | $70.7K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 959 | $72.0K | 0.01% | +959 | New |
| Parallel Advisors, LLC | 1,001 | $75.2K | 0.00% | −14−1.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,009 | $75.8K | 0.01% | +1,009 | New |
| Allworth Financial LP | 1,067 | $80.2K | 0.00% | +45+4.4% | Added |
| Hilltop National Bank | 1,355 | $101.8K | 0.02% | +1,355 | New |
| Montag A & Associates Inc | 1,568 | $117.8K | 0.00% | −471−23.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,583 | $118.9K | 0.01% | +83+5.5% | Added |
| Rockefeller Capital Management L.P. | 1,905 | $143.2K | 0.00% | +948+99.1% | Added |
| Gables Capital Management Inc. | 2,000 | $150.3K | 0.05% | +2,000 | New |
| Ensign Peak Advisors, Inc | 2,400 | $180.3K | 0.00% | +300+14.3% | Added |
| US Bancorp | 2,423 | $182.0K | 0.00% | +2,297+1,823.0% | Added |
| GAMMA Investing LLC | 2,646 | $198.8K | 0.01% | +456+20.8% | Added |
| Shelton Capital Management | 2,692 | $202.3K | 0.00% | +2,692 | New |
| Dynamic Technology Lab Private Ltd | 2,721 | $204.0K | 0.05% | +2,721 | New |
| University of Texas/Texas Am Investment Managment Co | 2,796 | $210.1K | 0.02% | 00.0% | Unchanged |
| Blackstone Group Inc. | 2,800 | $210.4K | 0.00% | −22,557−89.0% | Reduced |
| JustInvest LLC | 2,858 | $214.7K | 0.00% | +2,858 | New |
| Graticule Asia Macro Advisors LLC | 2,859 | $214.8K | 0.02% | +2,859 | New |
| Schonfeld Strategic Advisors LLC | 2,966 | $222.8K | 0.00% | +2,966 | New |
| Salem Investment Counselors Inc | 3,000 | $225.4K | 0.01% | 00.0% | Unchanged |
