| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $83 | 0.00% | −8−88.9% | Reduced |
| Simplex Trading, LLC | 1 | $83 | 0.00% | +1 | New |
| Basecamp Wealth Advisors LLC | 1 | $84 | 0.00% | −6−85.7% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $84 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $84 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $167 | 0.00% | +2 | New |
| JPL Wealth Management, LLC | 2 | $168 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $250 | 0.00% | +1+50.0% | Added |
| Godfrey Financial Associates, Inc. | 3 | $251 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $335 | 0.00% | +4 | New |
| Fulcrum Asset Management LLP | 6 | $516 | 0.00% | +6 | New |
| WPG Advisers, LLC | 8 | $669 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $670 | 0.00% | −1−11.1% | Reduced |
| Asset Dedication, LLC | 8 | $670 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $670 | 0.00% | +5+166.7% | Added |
| Creative Financial Designs Inc | 9 | $753 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $753 | 0.00% | +1+12.5% | Added |
| Rialto Wealth Management, LLC | 9 | $753 | 0.00% | +2+28.6% | Added |
| MV Capital Management, Inc. | 9 | $753 | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 10 | $837 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 10 | $837 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $837 | 0.00% | +4+66.7% | Added |
| Montgomery Financial Services LLC | 10 | $837 | 0.00% | +10 | New |
| Westfuller Advisors, LLC | 11 | $918 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 11 | $921 | 0.00% | +11 | New |
| CX Institutional | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Signature Equity Partners, LLC | 13 | $1.09K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 14 | $1.17K | 0.00% | −25−64.1% | Reduced |
| Atlantic Trust, LLC | 14 | $1.17K | 0.00% | −15−51.7% | Reduced |
| Glen Eagle Advisors, LLC | 15 | $1.25K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 15 | $1.25K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 16 | $1.34K | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 16 | $1.34K | 0.00% | −4−20.0% | Reduced |
| Global Retirement Partners, LLC | 27 | $2.26K | 0.00% | +27 | New |
| Massmutual Trust Co FSB | 34 | $2.84K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $2.84K | 0.00% | +2+6.3% | Added |
| Keating Financial Advisory Services, Inc. | 37 | $3.10K | 0.00% | +6+19.4% | Added |
| JFS Wealth Advisors, LLC | 40 | $3.35K | 0.00% | +17+73.9% | Added |
| Zions Bancorporation, National Association | 40 | $3.35K | 0.00% | +40 | New |
| Action Point Financial Planning, LLC | 42 | $3.35K | 0.00% | +42 | New |
| CVA Family Office, LLC | 41 | $3.43K | 0.00% | −14−25.5% | Reduced |
| Farmers & Merchants Investments Inc | 47 | $3.93K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 49 | $4.10K | 0.00% | −182−78.8% | Reduced |
| Private Wealth Management Group, LLC | 50 | $4.18K | 0.00% | +26+108.3% | Added |
| Clearstead Advisors, LLC | 59 | $4.94K | 0.00% | +47+391.7% | Added |
| Compass Financial Management LLC | 72 | $5.00K | 0.00% | +72 | New |
| Parkside Financial Bank & Trust | 63 | $5.27K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 66 | $5.52K | 0.00% | +16+32.0% | Added |
| Archer Investment Corp | 67 | $5.61K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 71 | $5.94K | 0.00% | +58+446.2% | Added |
| Smithfield Trust Co | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 74 | $6.19K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 75 | $6.27K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 77 | $6.44K | 0.00% | −58−43.0% | Reduced |
| Copia Wealth Management | 79 | $6.61K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 86 | $7.00K | 0.00% | +7+8.9% | Added |
| Corsicana & Co. | 90 | $7.53K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 95 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 96 | $8.03K | 0.00% | −48−33.3% | Reduced |
| Bullock Wealth Management Group | 102 | $8.45K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 107 | $8.95K | 0.00% | +23+27.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 113 | $9.45K | 0.00% | −2−1.7% | Reduced |
| Central Trust Co | 125 | $10.5K | 0.00% | −7−5.3% | Reduced |
| Costello Asset Management, INC | 132 | $11.0K | 0.00% | −42−24.1% | Reduced |
| Geneos Wealth Management Inc. | 133 | $11.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 134 | $11.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 139 | $11.3K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 137 | $11.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 150 | $12.4K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 150 | $12.5K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 151 | $12.6K | 0.00% | +2+1.3% | Added |
| Huntington National Bank | 157 | $13.1K | 0.00% | −15−8.7% | Reduced |
| Pinnacle Bancorp, Inc. | 158 | $13.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 159 | $13.3K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 162 | $13.6K | 0.00% | −36−18.2% | Reduced |
| Chilton Capital Management LLC | 168 | $14.1K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 185 | $15.5K | 0.05% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 190 | $15.9K | 0.00% | −255−57.3% | Reduced |
| Kerr Financial Planning Corp | 192 | $16.1K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 194 | $16.2K | 0.00% | 00.0% | Unchanged |
| City State Bank | 212 | $17.7K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 216 | $18.1K | 0.00% | +216 | New |
| Signaturefd, LLC | 225 | $18.8K | 0.00% | +88+64.2% | Added |
| Assetmark, Inc | 227 | $19.0K | 0.00% | +29+14.6% | Added |
| Millstone Evans Group, LLC | 231 | $19.3K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 233 | $19.5K | 0.01% | +233 | New |
| Leo H. Evart, Inc. | 253 | $21.2K | 0.02% | 00.0% | Unchanged |
| Bayban | 253 | $21.2K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 259 | $21.7K | 0.00% | −150−36.7% | Reduced |
| City Holding Co | 262 | $21.9K | 0.00% | −155−37.2% | Reduced |
| Farther Finance Advisors, LLC | 265 | $22.2K | 0.00% | −23−8.0% | Reduced |
| Alerus Financial NA | 274 | $22.9K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 280 | $23.0K | 0.00% | −32−10.3% | Reduced |
| Toth Financial Advisory Corp | 275 | $23.0K | 0.00% | +275 | New |
| Los Angeles Capital Management LLC | 278 | $23.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 278 | $23.3K | 0.00% | +33+13.5% | Added |