| Evolution Advisers, Inc. | 18 | $0 | 0.00% | +18 | New |
| Navigoe, LLC | 10 | $0 | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 2 | $51 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $52 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 3 | $77 | 0.00% | −3−50.0% | Reduced |
| Dunhill Financial, LLC | 3 | $102 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $128 | 0.00% | +3+150.0% | Added |
| DecisionPoint Financial, LLC | 6 | $150 | 0.00% | +6 | New |
| Quarry LP | 6 | $153 | 0.00% | −114−95.0% | Reduced |
| Strengthening Families & Communities, LLC | 10 | $256 | 0.00% | +10 | New |
| Davis Capital Management | 12 | $307 | 0.00% | +12 | New |
| Kilter Group LLC | 17 | $435 | 0.00% | +7+70.0% | Added |
| FWL Investment Management, LLC | 17 | $435 | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 27 | $691 | 0.00% | −4−12.9% | Reduced |
| HFM Investment Advisors, LLC | 27 | $691 | 0.00% | +13+92.9% | Added |
| Brown, Lisle/Cummings, Inc. | 28 | $716 | 0.00% | +28 | New |
| Rialto Wealth Management, LLC | 29 | $742 | 0.00% | +5+20.8% | Added |
| WPG Advisers, LLC | 31 | $793 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 35 | $896 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 36 | $921 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 36 | $921 | 0.00% | +36 | New |
| Bay Harbor Wealth Management, LLC | 37 | $946 | 0.00% | +1+2.8% | Added |
| Gilpin Wealth Management, LLC | 37 | $947 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 41 | $1.05K | 0.00% | +41 | New |
| Noble Wealth Management PBC | 42 | $1.07K | 0.00% | +42 | New |
| Glen Eagle Advisors, LLC | 42 | $1.08K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 44 | $1.13K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 46 | $1.18K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 46 | $1.18K | 0.00% | +46 | New |
| Westfuller Advisors, LLC | 53 | $1.35K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 62 | $1.59K | 0.00% | +62 | New |
| SBI Securities Co., Ltd. | 67 | $1.71K | 0.00% | −4−5.6% | Reduced |
| Prestige Wealth Management Group LLC | 67 | $1.71K | 0.00% | +29+76.3% | Added |
| Silver Grove Financial Group, Inc. | 88 | $2.25K | 0.00% | +88 | New |
| William B. Walkup & Associates, Inc. | 90 | $2.30K | 0.00% | +90 | New |
| Torren Management, LLC | 95 | $2.42K | 0.00% | +1+1.1% | Added |
| Farmers & Merchants Investments Inc | 100 | $2.56K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 110 | $2.81K | 0.00% | +10+10.0% | Added |
| Cornerstone Planning Group LLC | 119 | $3.06K | 0.00% | +51+75.0% | Added |
| JFS Wealth Advisors, LLC | 120 | $3.07K | 0.00% | +21+21.2% | Added |
| Sunrise Financial Services, LLC | 123 | $3.15K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 126 | $3.17K | 0.00% | +126 | New |
| Fortitude Family Office, LLC | 152 | $3.89K | 0.00% | −13−7.9% | Reduced |
| S&T Bank | 165 | $4.22K | 0.00% | +4+2.5% | Added |
| LRI Investments, LLC | 178 | $4.55K | 0.00% | −72−28.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 185 | $4.77K | 0.00% | −169−47.7% | Reduced |
| Continuum Advisory, LLC | 189 | $4.83K | 0.00% | +189 | New |
| Larson Financial Group LLC | 195 | $4.99K | 0.00% | +147+306.3% | Added |
| Picton Mahoney Asset Management | 207 | $5.29K | 0.00% | +159+331.3% | Added |
| GWM Advisors LLC | 288 | $7.36K | 0.00% | −105−26.7% | Reduced |
| Valued Wealth Advisors LLC | 294 | $7.52K | 0.00% | −612−67.5% | Reduced |
| CVA Family Office, LLC | 306 | $7.83K | 0.00% | +27+9.7% | Added |
| Clearstead Advisors, LLC | 324 | $8.29K | 0.00% | +324 | New |
| Park Place Capital Corp | 339 | $8.67K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 341 | $8.72K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 350 | $8.95K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 354 | $9.05K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 364 | $9.31K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 367 | $9.39K | 0.00% | +107+41.2% | Added |
| Essential Partners LLC | 374 | $9.57K | 0.00% | −50−11.8% | Reduced |
| Trust Co of Vermont | 382 | $9.77K | 0.00% | +382 | New |
| Persistent Asset Partners Ltd | 398 | $10.2K | 0.00% | +398 | New |
| Massmutual Trust Co FSB | 401 | $10.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 467 | $11.9K | 0.00% | +22+4.9% | Added |
| Rothschild Investment LLC | 476 | $12.2K | 0.00% | −111−18.9% | Reduced |
| Wall Street Access Asset Management, LLC | 507 | $13.0K | 0.00% | +134+35.9% | Added |
| Key Financial Inc | 560 | $14.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 562 | $14.4K | 0.00% | +247+78.4% | Added |
| Center for Financial Planning, Inc. | 566 | $14.5K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 620 | $15.9K | 0.00% | +309+99.4% | Added |
| Basecamp Wealth Advisors LLC | 644 | $16.5K | 0.00% | +36+5.9% | Added |
| EverSource Wealth Advisors, LLC | 660 | $16.9K | 0.00% | −826−55.6% | Reduced |
| Brown Brothers Harriman & Co | 674 | $17.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 718 | $18.4K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 750 | $19.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 762 | $19.5K | 0.00% | −153−16.7% | Reduced |
| SJS Investment Consulting Inc. | 774 | $19.8K | 0.00% | +732+1,742.9% | Added |
| Richardson Financial Services Inc. | 779 | $19.9K | 0.01% | +268+52.4% | Added |
| Group One Trading, L.P. | 854 | $21.8K | 0.00% | −130−13.2% | Reduced |
| Nomura Asset Management Co Ltd | 950 | $24.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 972 | $24.9K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 980 | $25.1K | 0.00% | −20,343−95.4% | Reduced |
| Mather Group, LLC. | 1,090 | $27.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,178 | $30.1K | 0.00% | +94+8.7% | Added |
| Institute for Wealth Management, LLC. | 1,217 | $31.1K | 0.00% | +1,217 | New |
| Caitlin John, LLC | 1,330 | $34.0K | 0.02% | −5,719−81.1% | Reduced |
| Kemnay Advisory Services Inc. | 1,359 | $34.8K | 0.00% | −1,981−59.3% | Reduced |
| First Horizon Corp | 1,401 | $35.8K | 0.00% | −60−4.1% | Reduced |
| Wellington-Altus USA Inc. | 1,163 | $36.7K | 0.03% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 1,485 | $38.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 1,526 | $39.0K | 0.02% | −622−29.0% | Reduced |
| Harbor Investment Advisory, LLC | 1,529 | $39.1K | 0.00% | +1,529 | New |
| Salomon & Ludwin, LLC | 1,571 | $39.2K | 0.00% | −223−12.4% | Reduced |
| Employees Retirement System of Texas | 1,559 | $40.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,630 | $41.7K | 0.00% | +1,630 | New |
| Optiver Holding B.V. | 1,711 | $43.8K | 0.00% | +1,695+10,593.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,739 | $44.5K | 0.00% | +1,668+2,349.3% | Added |
| Ancora Advisors, LLC | 2,000 | $51.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,000 | $51.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,233 | $57.1K | 0.00% | −41−1.8% | Reduced |
