| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $107 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $107 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $214 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 2 | $214 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $218 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 4 | $426 | 0.00% | +1+33.3% | Added |
| Steward Partners Investment Advisory, LLC | 5 | $533 | 0.00% | −1,945−99.7% | Reduced |
| Ankerstar Wealth, LLC | 5 | $533 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 6 | $640 | 0.00% | +6 | New |
| Plante Moran Financial Advisors, LLC | 7 | $746 | 0.00% | +7 | New |
| Transamerica Financial Advisors, Inc. | 7 | $748 | 0.00% | +7 | New |
| Clearstead Advisors, LLC | 8 | $854 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 10 | $1.07K | 0.00% | +5+100.0% | Added |
| Godfrey Financial Associates, Inc. | 11 | $1.17K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $1.49K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 14 | $1.49K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $1.60K | 0.00% | +4+36.4% | Added |
| Rialto Wealth Management, LLC | 15 | $1.60K | 0.00% | +6+66.7% | Added |
| Creative Capital Management Investments LLC | 19 | $2.03K | 0.00% | +19 | New |
| Stone House Investment Management, LLC | 21 | $2.24K | 0.00% | +4+23.5% | Added |
| Bare Financial Services, Inc | 23 | $2.45K | 0.00% | +10+76.9% | Added |
| Torren Management, LLC | 24 | $2.53K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 25 | $2.67K | 0.00% | +25 | New |
| Larson Financial Group LLC | 28 | $2.98K | 0.00% | +11+64.7% | Added |
| Kilter Group LLC | 28 | $2.99K | 0.00% | −3−9.7% | Reduced |
| Continuum Advisory, LLC | 29 | $3.09K | 0.00% | +29 | New |
| William B. Walkup & Associates, Inc. | 29 | $3.09K | 0.00% | +29 | New |
| Marquette Asset Management, LLC | 37 | $3.94K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $3.94K | 0.00% | +25+208.3% | Added |
| Action Point Financial Planning, LLC | 42 | $4.37K | 0.00% | +42 | New |
| Northwestern Mutual Wealth Management Co | 49 | $5.22K | 0.00% | +47+2,350.0% | Added |
| Parkside Financial Bank & Trust | 49 | $5.23K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 50 | $5.33K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 51 | $5.44K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 53 | $5.65K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 60 | $6.40K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 61 | $6.50K | 0.00% | +42+221.1% | Added |
| Keating Financial Advisory Services, Inc. | 63 | $6.72K | 0.00% | +2+3.3% | Added |
| Pin Oak Investment Advisors Inc | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 68 | $7.25K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 74 | $7.89K | 0.00% | +68+1,133.3% | Added |
| JFS Wealth Advisors, LLC | 81 | $8.64K | 0.00% | +4+5.2% | Added |
| Harbour Investments, Inc. | 89 | $9.47K | 0.00% | +1+1.1% | Added |
| Toronto Dominion Bank | 98 | $10.0K | 0.00% | +98 | New |
| PFS Partners, LLC | 94 | $10.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 97 | $10.3K | 0.00% | +11+12.8% | Added |
| Triumph Capital Management | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 100 | $10.7K | 0.00% | +100 | New |
| Valued Wealth Advisors LLC | 110 | $11.7K | 0.00% | +23+26.4% | Added |
| Parallel Advisors, LLC | 118 | $12.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 166 | $17.7K | 0.00% | +8+5.1% | Added |
| Fortitude Family Office, LLC | 175 | $18.7K | 0.00% | +122+230.2% | Added |
| AdvisorNet Financial, Inc | 200 | $21.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $21.3K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 200 | $21.3K | 0.00% | +40+25.0% | Added |
| Nykredit A/S | 201 | $21.4K | 0.00% | +201 | New |
| Versant Capital Management, Inc | 203 | $21.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 229 | $24.0K | 0.00% | +57+33.1% | Added |
| Farther Finance Advisors, LLC | 232 | $24.7K | 0.00% | +49+26.8% | Added |
| Rockefeller Capital Management L.P. | 240 | $25.6K | 0.00% | +75+45.5% | Added |
| Optiver Holding B.V. | 251 | $26.8K | 0.00% | +245+4,083.3% | Added |
| Rothschild Investment LLC | 264 | $28.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 265 | $28.3K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 272 | $29.0K | 0.00% | −41−13.1% | Reduced |
| Asset Dedication, LLC | 273 | $29.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 304 | $32.4K | 0.00% | +4+1.3% | Added |
| Bessemer Group Inc | 306 | $33.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 310 | $33.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 316 | $33.7K | 0.01% | −8−2.5% | Reduced |
| Allworth Financial LP | 330 | $35.2K | 0.00% | −495−60.0% | Reduced |
| Jones Financial Companies LLLP | 345 | $37.1K | 0.00% | +169+96.0% | Added |
| Federation des caisses Desjardins du Quebec | 361 | $38.5K | 0.00% | +37+11.4% | Added |
| McGuire Capital Advisors Inc | 387 | $41.3K | 0.02% | −43−10.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 389 | $41.5K | 0.00% | +389 | New |
| US Bancorp | 402 | $42.9K | 0.00% | −5,819−93.5% | Reduced |
| PenderFund Capital Management Ltd. | 413 | $44.0K | 0.01% | +23+5.9% | Added |
| Essential Partners LLC | 493 | $52.6K | 0.02% | −1,514−75.4% | Reduced |
| Caitlin John, LLC | 496 | $52.8K | 0.03% | −1,846−78.8% | Reduced |
| Signaturefd, LLC | 501 | $53.4K | 0.00% | +115+29.8% | Added |
| Covestor Ltd | 524 | $56.0K | 0.03% | +157+42.8% | Added |
| Hilton Head Capital Partners, LLC | 609 | $64.9K | 0.03% | +68+12.6% | Added |
| SBI Securities Co., Ltd. | 614 | $65.5K | 0.00% | −20−3.2% | Reduced |
| Institute for Wealth Management, LLC. | 641 | $68.3K | 0.01% | +641 | New |
| Advisors Asset Management, Inc. | 682 | $72.7K | 0.00% | +41+6.4% | Added |
| State of Wyoming | 733 | $78.2K | 0.01% | −1,409−65.8% | Reduced |
| GAMMA Investing LLC | 769 | $82.0K | 0.00% | +47+6.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 781 | $83.3K | 0.01% | +9+1.2% | Added |
| EverSource Wealth Advisors, LLC | 828 | $88.3K | 0.00% | −357−30.1% | Reduced |
| KBC Group NV | 857 | $91.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 872 | $93.0K | 0.02% | +872 | New |
| Graticule Asia Macro Advisors LLC | 975 | $104.0K | 0.01% | +975 | New |
| Smartleaf Asset Management LLC | 977 | $104.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,001 | $106.7K | 0.00% | +1,001 | New |
| Private Trust Co NA | 1,037 | $110.6K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 1,147 | $122.3K | 0.01% | −44−3.7% | Reduced |