| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| CWM Advisors, LLC | 1 | $199 | 0.00% | −908−99.9% | Reduced |
| Davis Capital Management | 1 | $316 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $317 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $317 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1 | $317 | 0.00% | +1 | New |
| Mascoma Wealth Management LLC | 2 | $632 | 0.00% | +2 | New |
| Creative Capital Management Investments LLC | 2 | $632 | 0.00% | +2 | New |
| Zions Bancorporation, National Association | 3 | $948 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3 | $948 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 3 | $948 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $948 | 0.00% | +3 | New |
| 1620 Investment Advisors, Inc. | 3 | $948 | 0.00% | +3 | New |
| Gilpin Wealth Management, LLC | 3 | $949 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $949 | 0.00% | +1+50.0% | Added |
| Rialto Wealth Management, LLC | 3 | $949 | 0.00% | +2+200.0% | Added |
| Park Place Capital Corp | 4 | $1.26K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $1.58K | 0.00% | +1+25.0% | Added |
| Avion Wealth | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 9 | $2.53K | 0.00% | +9 | New |
| LRI Investments, LLC | 9 | $2.85K | 0.00% | −41−82.0% | Reduced |
| Manchester Capital Management LLC | 9 | $2.85K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 9 | $2.85K | 0.00% | +3+50.0% | Added |
| JFS Wealth Advisors, LLC | 9 | $2.85K | 0.00% | +6+200.0% | Added |
| Silver Grove Financial Group, Inc. | 9 | $2.85K | 0.00% | +9 | New |
| Creative Financial Designs Inc | 10 | $3.16K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $3.16K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 10 | $3.16K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 11 | $3.48K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12 | $3.79K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 13 | $4.21K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 15 | $4.74K | 0.00% | +15 | New |
| Whittier Trust Co of Nevada Inc | 15 | $4.79K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 16 | $5.06K | 0.00% | +16 | New |
| Bogart Wealth, LLC | 18 | $5.69K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 20 | $6.28K | 0.00% | +20 | New |
| Financial Network Wealth Advisors LLC | 20 | $6.32K | 0.01% | +6+42.9% | Added |
| Retirement Wealth Solutions LLC | 21 | $6.64K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $6.64K | 0.00% | +20+2,000.0% | Added |
| GWM Advisors LLC | 30 | $9.48K | 0.00% | −20−40.0% | Reduced |
| Continuum Advisory, LLC | 30 | $9.48K | 0.00% | +30 | New |
| Keating Financial Advisory Services, Inc. | 31 | $9.80K | 0.00% | +1+3.3% | Added |
| EverSource Wealth Advisors, LLC | 39 | $12.3K | 0.00% | +6+18.2% | Added |
| IFG Advisory, LLC | 39 | $12.3K | 0.00% | +39 | New |
| Basecamp Wealth Advisors LLC | 41 | $13.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 56 | $17.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 57 | $18.0K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 66 | $20.9K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 71 | $22.4K | 0.00% | −512−87.8% | Reduced |
| Optiver Holding B.V. | 74 | $23.4K | 0.00% | +74 | New |
| St Germain D J Co Inc | 75 | $23.7K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 78 | $24.7K | 0.01% | +25+47.2% | Added |
| Transamerica Financial Advisors, Inc. | 80 | $25.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 81 | $25.6K | 0.00% | −3−3.6% | Reduced |
| International Assets Investment Management, LLC | 88 | $27.5K | 0.00% | +84+2,100.0% | Added |
| Richardson Financial Services Inc. | 88 | $27.8K | 0.02% | −150−63.0% | Reduced |
| Crewe Advisors LLC | 94 | $29.7K | 0.00% | −87−48.1% | Reduced |
| Parkside Financial Bank & Trust | 97 | $30.7K | 0.00% | +18+22.8% | Added |
| Los Angeles Capital Management LLC | 100 | $31.6K | 0.00% | −5,050−98.1% | Reduced |
| Umb Bank N A | 103 | $32.6K | 0.00% | +9+9.6% | Added |
| SBI Securities Co., Ltd. | 106 | $33.5K | 0.00% | +105+10,500.0% | Added |
| Graticule Asia Macro Advisors LLC | 111 | $35.1K | 0.00% | +111 | New |
| Smartleaf Asset Management LLC | 115 | $36.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 117 | $37.0K | 0.00% | −7−5.6% | Reduced |
| Merrithew & Thorsten Inc | 129 | $40.0K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 130 | $41.1K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 133 | $42.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 154 | $48.7K | 0.00% | +109+242.2% | Added |
| Bryn Mawr Trust Co | 170 | $53.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 174 | $55.0K | 0.00% | +62+55.4% | Added |
| Kemnay Advisory Services Inc. | 177 | $55.9K | 0.01% | +16+9.9% | Added |
| Salomon & Ludwin, LLC | 200 | $62.4K | 0.01% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 200 | $63.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 203 | $64.2K | 0.00% | −1−0.5% | Reduced |
| Investment Research & Advisory Group, Inc. | 206 | $65.1K | 0.02% | +206 | New |
| Farther Finance Advisors, LLC | 219 | $69.1K | 0.00% | −499−69.5% | Reduced |
| Covestor Ltd | 225 | $71.0K | 0.04% | −29−11.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 236 | $74.6K | 0.03% | +236 | New |
| MCF Advisors LLC | 243 | $76.8K | 0.00% | +132+118.9% | Added |
| JPL Wealth Management, LLC | 246 | $77.8K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 261 | $82.5K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 280 | $88.5K | 0.01% | +280 | New |
| Signaturefd, LLC | 283 | $89.5K | 0.00% | +1+0.4% | Added |
| First Horizon Corp | 297 | $93.9K | 0.00% | −265−47.2% | Reduced |
| Harbour Investments, Inc. | 340 | $107.5K | 0.00% | +340 | New |
| IFP Advisors, Inc | 341 | $107.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 343 | $108.4K | 0.00% | −2−0.6% | Reduced |
| SRS Capital Advisors, Inc. | 347 | $109.7K | 0.00% | +347 | New |
| Tripletail Wealth Management, LLC | 355 | $113.4K | 0.13% | +355 | New |
| Hantz Financial Services, Inc. | 401 | $127.0K | 0.00% | +65+19.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 405 | $128.0K | 0.01% | +9+2.3% | Added |
| Redwood Park Advisors LLC | 415 | $131.2K | 0.09% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 425 | $134.3K | 0.00% | −18−4.1% | Reduced |
| CoreCap Advisors, LLC | 428 | $135.3K | 0.00% | +425+14,166.7% | Added |
| Rothschild Investment LLC | 434 | $137.2K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 455 | $143.8K | 0.00% | −4,839−91.4% | Reduced |
| Ares Systematic Credit Ltd | 464 | $146.7K | 0.09% | +464 | New |
| Jackson, Grant Investment Advisers, Inc. | 500 | $158.0K | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 531 | $168.0K | 0.00% | −885−62.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 542 | $171.3K | 0.02% | +542 | New |
