| Evolution Advisers, Inc. | 14 | $0 | 0.00% | +14 | New |
| Navigoe, LLC | 17 | $0 | 0.00% | +17 | New |
| Silver Grove Financial Group, Inc. | 1 | $26 | 0.00% | +1 | New |
| Bernard Wealth Management Corp. | 1 | $27 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $52 | 0.00% | −25−92.6% | Reduced |
| Dunhill Financial, LLC | 2 | $53 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3 | $79 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $105 | 0.00% | −1−20.0% | Reduced |
| VSM Wealth Advisory, LLC | 4 | $105 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 6 | $146 | 0.00% | +6 | New |
| Massmutual Trust Co FSB | 6 | $157 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $158 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 9 | $236 | 0.00% | +9 | New |
| Davis Capital Management | 9 | $236 | 0.00% | +9 | New |
| TD Capital Management LLC | 11 | $290 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 14 | $367 | 0.00% | +14 | New |
| Assetmark, Inc | 15 | $393 | 0.00% | −10−40.0% | Reduced |
| SBI Securities Co., Ltd. | 17 | $445 | 0.00% | −151−89.9% | Reduced |
| Rossby Financial, LCC | 22 | $576 | 0.00% | +22 | New |
| MCF Advisors LLC | 22 | $577 | 0.00% | +22 | New |
| Gilpin Wealth Management, LLC | 24 | $629 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 26 | $681 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 26 | $681 | 0.00% | +26 | New |
| Elequin Capital LP | 28 | $733 | 0.00% | −182−86.7% | Reduced |
| McGuire Capital Advisors Inc | 31 | $802 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 31 | $812 | 0.00% | +17+121.4% | Added |
| Bruce G. Allen Investments, LLC | 33 | $864 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 34 | $890 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $891 | 0.00% | +2+6.3% | Added |
| Toth Financial Advisory Corp | 40 | $1.05K | 0.00% | +40 | New |
| Medallion Wealth Advisors, LLC | 41 | $1.07K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 43 | $1.13K | 0.00% | +15+53.6% | Added |
| Plante Moran Financial Advisors, LLC | 46 | $1.21K | 0.00% | +46 | New |
| Signaturefd, LLC | 48 | $1.26K | 0.00% | −65−57.5% | Reduced |
| Rialto Wealth Management, LLC | 57 | $1.49K | 0.00% | +36+171.4% | Added |
| Financial Consulate, Inc | 60 | $1.57K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $1.70K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 66 | $1.73K | 0.00% | +66 | New |
| WPG Advisers, LLC | 66 | $1.73K | 0.00% | +66 | New |
| SJS Investment Consulting Inc. | 66 | $1.73K | 0.00% | +29+78.4% | Added |
| Horizon Financial Services, LLC | 70 | $1.83K | 0.00% | +70 | New |
| Creative Capital Management Investments LLC | 79 | $2.07K | 0.00% | +79 | New |
| Northwestern Mutual Wealth Management Co | 90 | $2.36K | 0.00% | +50+125.0% | Added |
| Basecamp Wealth Advisors LLC | 94 | $2.46K | 0.00% | −90−48.9% | Reduced |
| Action Point Financial Planning, LLC | 99 | $2.57K | 0.00% | +99 | New |
| Caldwell Sutter Capital, Inc. | 100 | $2.62K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 112 | $2.93K | 0.00% | +112 | New |
| Versant Capital Management, Inc | 134 | $3.51K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 135 | $3.54K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 139 | $3.64K | 0.00% | −777−84.8% | Reduced |
| Kilter Group LLC | 156 | $4.09K | 0.00% | −9−5.5% | Reduced |
| Parkside Financial Bank & Trust | 160 | $4.19K | 0.00% | +23+16.8% | Added |
| Meeder Asset Management Inc | 167 | $4.37K | 0.00% | −6,404−97.5% | Reduced |
| Ronald Blue Trust, Inc. | 184 | $4.82K | 0.00% | +59+47.2% | Added |
| JFS Wealth Advisors, LLC | 192 | $5.03K | 0.00% | +35+22.3% | Added |
| UMA Financial Services, Inc. | 197 | $5.16K | 0.00% | +22+12.6% | Added |
| Picton Mahoney Asset Management | 198 | $5.19K | 0.00% | +139+235.6% | Added |
| Fortitude Family Office, LLC | 209 | $5.47K | 0.00% | +10+5.0% | Added |
| Keating Financial Advisory Services, Inc. | 221 | $5.79K | 0.00% | −6−2.6% | Reduced |
| Brown Brothers Harriman & Co | 235 | $6.16K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 242 | $6.34K | 0.00% | +242 | New |
| Harbour Investments, Inc. | 265 | $6.94K | 0.00% | +60+29.3% | Added |
| Bryn Mawr Trust Co | 286 | $7.49K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 316 | $8.28K | 0.00% | +316 | New |
| Parallel Advisors, LLC | 353 | $9.24K | 0.00% | −25−6.6% | Reduced |
| CVA Family Office, LLC | 393 | $10.3K | 0.00% | +64+19.5% | Added |
| Private Wealth Management Group, LLC | 395 | $10.3K | 0.00% | −200−33.6% | Reduced |
| Anchor Investment Management, LLC | 500 | $13.1K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 500 | $13.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 543 | $14.2K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 578 | $15.1K | 0.00% | +222+62.4% | Added |
| USA Financial Formulas | 604 | $15.8K | 0.00% | +604 | New |
| Bessemer Group Inc | 591 | $16.0K | 0.00% | +239+67.9% | Added |
| GoalVest Advisory LLC | 620 | $16.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 631 | $16.5K | 0.00% | +539+585.9% | Added |
| Rothschild Investment LLC | 692 | $18.1K | 0.00% | +2+0.3% | Added |
| Larson Financial Group LLC | 712 | $18.6K | 0.00% | +311+77.6% | Added |
| Founders Capital Management | 800 | $21.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 806 | $21.1K | 0.00% | +161+25.0% | Added |
| Sterling Capital Management LLC | 818 | $21.4K | 0.00% | −4,435−84.4% | Reduced |
| Silvant Capital Management LLC | 830 | $21.7K | 0.00% | +830 | New |
| GWM Advisors LLC | 922 | $24.1K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,127 | $29.5K | 0.00% | −621−35.5% | Reduced |
| Kemnay Advisory Services Inc. | 1,161 | $30.4K | 0.00% | +137+13.4% | Added |
| Bayforest Capital Ltd | 1,320 | $34.6K | 0.03% | +959+265.7% | Added |
| GHP Investment Advisors, Inc. | 1,346 | $35.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,370 | $35.9K | 0.00% | −830−37.7% | Reduced |
| First Horizon Corp | 1,379 | $36.1K | 0.00% | −52−3.6% | Reduced |
| Optiver Holding B.V. | 1,408 | $36.9K | 0.00% | +1,408 | New |
| Salomon & Ludwin, LLC | 1,573 | $38.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,475 | $38.6K | 0.00% | +68+4.8% | Added |
| International Assets Investment Management, LLC | 1,603 | $39.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,550 | $40.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,564 | $41.0K | 0.02% | +22+1.4% | Added |
| Harbor Capital Advisors, Inc. | 1,618 | $42.0K | 0.00% | +232+16.7% | Added |
| Essential Partners LLC | 1,802 | $47.2K | 0.02% | −118−6.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,092 | $54.8K | 0.01% | +96+4.8% | Added |
| Wall Street Access Asset Management, LLC | 2,377 | $62.2K | 0.01% | −54−2.2% | Reduced |
| Acadian Asset Management LLC | 2,916 | $75.0K | 0.00% | −74,647−96.2% | Reduced |
| Crewe Advisors LLC | 3,100 | $81.2K | 0.01% | +3,100 | New |
