| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $82 | 0.00% | +1 | New |
| Davis Capital Management | 2 | $163 | 0.00% | +2 | New |
| LRI Investments, LLC | 2 | $163 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $164 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3 | $245 | 0.00% | −6−66.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 3 | $245 | 0.00% | −6−66.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $245 | 0.00% | −1−25.0% | Reduced |
| JPL Wealth Management, LLC | 3 | $245 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 4 | $327 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 4 | $327 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 6 | $489 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $490 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $571 | 0.00% | +5+250.0% | Added |
| UMA Financial Services, Inc. | 7 | $571 | 0.00% | +7 | New |
| Fulcrum Asset Management LLP | 8 | $642 | 0.00% | +8 | New |
| TD Private Client Wealth LLC | 8 | $652 | 0.00% | −11−57.9% | Reduced |
| Creative Capital Management Investments LLC | 8 | $652 | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 9 | $747 | 0.00% | +9 | New |
| SBI Securities Co., Ltd. | 11 | $897 | 0.00% | +10+1,000.0% | Added |
| Covestor Ltd | 10 | $1.00K | 0.00% | +8+400.0% | Added |
| Avion Wealth | 20 | $1.00K | 0.00% | +20 | New |
| Spire Wealth Management | 13 | $1.05K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 13 | $1.06K | 0.00% | +13 | New |
| Investors Portfolio Services LLC | 14 | $1.14K | 0.00% | +8+133.3% | Added |
| Action Point Financial Planning, LLC | 15 | $1.14K | 0.00% | +15 | New |
| Caitlin John, LLC | 15 | $1.22K | 0.00% | −17−53.1% | Reduced |
| JFS Wealth Advisors, LLC | 18 | $1.47K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 18 | $1.50K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $1.63K | 0.00% | +18+900.0% | Added |
| Mather Group, LLC. | 24 | $1.96K | 0.00% | −41−63.1% | Reduced |
| Brown Brothers Harriman & Co | 25 | $2.04K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 33 | $2.69K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 35 | $2.85K | 0.00% | +21+150.0% | Added |
| Bessemer Group Inc | 35 | $3.00K | 0.00% | −187−84.2% | Reduced |
| Fortitude Family Office, LLC | 42 | $3.42K | 0.00% | −4−8.7% | Reduced |
| CVA Family Office, LLC | 42 | $3.42K | 0.00% | +2+5.0% | Added |
| Owl Creek Wealth Partners LLC | 45 | $3.67K | 0.00% | +45 | New |
| Basecamp Wealth Advisors LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 56 | $4.57K | 0.00% | +48+600.0% | Added |
| Quarry LP | 58 | $4.73K | 0.00% | −28−32.6% | Reduced |
| First Horizon Corp | 64 | $5.22K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 76 | $6.20K | 0.00% | +62+442.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 82 | $6.69K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 92 | $7.50K | 0.00% | +51+124.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96 | $7.83K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 101 | $8.24K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 102 | $8.32K | 0.00% | +97+1,940.0% | Added |
| Federation des caisses Desjardins du Quebec | 109 | $8.91K | 0.00% | +35+47.3% | Added |
| Massmutual Trust Co FSB | 112 | $9.13K | 0.00% | +101+918.2% | Added |
| Bangor Savings Bank | 135 | $11.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 138 | $11.3K | 0.00% | +138 | New |
| Bartlett & Co. Wealth Management LLC | 150 | $12.2K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 151 | $12.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 158 | $12.9K | 0.00% | +126+393.8% | Added |
| Harbor Capital Advisors, Inc. | 154 | $13.0K | 0.00% | +42+37.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 200 | $16.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 213 | $17.4K | 0.00% | +149+232.8% | Added |
| Whittier Trust Co | 229 | $19.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 234 | $19.1K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 238 | $19.3K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 277 | $22.6K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 285 | $23.2K | 0.00% | −17−5.6% | Reduced |
| Monetary Management Group Inc | 300 | $24.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 304 | $24.8K | 0.00% | +304 | New |
| Essential Partners LLC | 349 | $28.5K | 0.01% | +301+627.1% | Added |
| Optiver Holding B.V. | 352 | $28.7K | 0.00% | +348+8,700.0% | Added |
| Huntington National Bank | 387 | $31.6K | 0.00% | +23+6.3% | Added |
| Salomon & Ludwin, LLC | 407 | $33.0K | 0.00% | +349+601.7% | Added |
| Creative Financial Designs Inc | 459 | $37.4K | 0.00% | −99−17.7% | Reduced |
| Smartleaf Asset Management LLC | 468 | $37.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 505 | $41.2K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 528 | $43.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 567 | $46.2K | 0.00% | +65+12.9% | Added |
| Avalon Trust Co | 600 | $48.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $54.6K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 686 | $55.0K | 0.00% | −593−46.4% | Reduced |
| Highland Investment Advisors LLC | 738 | $60.2K | 0.03% | +738 | New |
| Versant Capital Management, Inc | 744 | $60.7K | 0.01% | +280+60.3% | Added |
| Sterling Capital Management LLC | 759 | $61.9K | 0.00% | +48+6.8% | Added |
| AdvisorNet Financial, Inc | 857 | $69.9K | 0.00% | +38+4.6% | Added |
| HM Payson & Co | 884 | $72.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 914 | $74.5K | 0.00% | +353+62.9% | Added |
| Johnson Financial Group, Inc. | 930 | $75.8K | 0.00% | −567−37.9% | Reduced |
| Signaturefd, LLC | 1,054 | $85.9K | 0.00% | +359+51.7% | Added |
| Geneos Wealth Management Inc. | 1,128 | $92.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,148 | $94.0K | 0.00% | +38+3.4% | Added |
| KBC Group NV | 1,204 | $98.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,272 | $103.7K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,308 | $106.7K | 0.00% | +382+41.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,394 | $113.7K | 0.01% | +56+4.2% | Added |
| Umb Bank N A | 1,420 | $115.8K | 0.00% | +49+3.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 1,500 | $122.3K | 0.08% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,730 | $141.0K | 0.00% | +1,730 | New |
| NBT Bank N A | 1,781 | $145.3K | 0.01% | +3+0.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 1,901 | $155.0K | 0.02% | +18+1.0% | Added |
| Allworth Financial LP | 1,972 | $160.8K | 0.00% | +1,053+114.6% | Added |
