| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Harbour Investments, Inc. | 1 | $86 | 0.00% | +1 | Added |
| Raffa Wealth Management, LLC | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $119 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $122 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $124 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 2 | $237 | 0.00% | +2 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $238 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $238 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 2 | $238 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 3 | $363 | 0.00% | +3 | New |
| NBC Securities, Inc. | 4 | $475 | 0.00% | +4 | New |
| S&T Bank | 4 | $476 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $476 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 4 | $476 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 4 | $476 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 4 | $476 | 0.00% | +1+33.3% | Added |
| SHP Wealth Management | 4 | $476 | 0.00% | +4 | New |
| Activest Wealth Management | 5 | $595 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 5 | $641 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6 | $714 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $833 | 0.00% | +7 | New |
| Whipplewood Advisors, LLC | 8 | $952 | 0.00% | −18−69.2% | Reduced |
| Cromwell Holdings LLC | 8 | $952 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $952 | 0.00% | +5+166.7% | Added |
| Horizon Bancorp Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $1.07K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $1.19K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $1.19K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10 | $1.19K | 0.00% | +2+25.0% | Added |
| Bruce G. Allen Investments, LLC | 11 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $1.31K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 11 | $1.31K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 11 | $1.31K | 0.00% | +11 | New |
| Brown, Lisle/Cummings, Inc. | 12 | $1.43K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 14 | $1.67K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 14 | $1.67K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $1.67K | 0.00% | +9+180.0% | Added |
| Creative Capital Management Investments LLC | 15 | $1.78K | 0.00% | +15 | New |
| Assetmark, Inc | 17 | $2.02K | 0.00% | +3+21.4% | Added |
| Brown Brothers Harriman & Co | 20 | $2.38K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 21 | $2.45K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 21 | $2.50K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 22 | $2.62K | 0.00% | +1+4.8% | Added |
| Action Point Financial Planning, LLC | 29 | $3.21K | 0.00% | +29 | New |
| Los Angeles Capital Management LLC | 29 | $3.45K | 0.00% | −8,861−99.7% | Reduced |
| JFS Wealth Advisors, LLC | 30 | $3.57K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $4.64K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $4.76K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43 | $5.12K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 46 | $5.44K | 0.00% | +26+130.0% | Added |
| UMA Financial Services, Inc. | 49 | $5.83K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 50 | $5.95K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $5.95K | 0.00% | +50 | New |
| FNY Investment Advisers, LLC | 56 | $6.00K | 0.00% | −40−41.7% | Reduced |
| Elevated Capital Advisors, LLC | 51 | $6.07K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 55 | $6.54K | 0.00% | +18+48.6% | Added |
| Bare Financial Services, Inc | 59 | $7.02K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 63 | $7.49K | 0.00% | −3−4.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 65 | $7.73K | 0.00% | +65 | New |
| Massmutual Trust Co FSB | 70 | $8.33K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 76 | $9.04K | 0.00% | +3+4.1% | Added |
| Keating Financial Advisory Services, Inc. | 79 | $9.40K | 0.00% | +47+146.9% | Added |
| Essential Partners LLC | 80 | $9.52K | 0.00% | +34+73.9% | Added |
| Clearstead Advisors, LLC | 86 | $10.2K | 0.00% | +71+473.3% | Added |
| CVA Family Office, LLC | 94 | $11.2K | 0.00% | +20+27.0% | Added |
| Private Wealth Management Group, LLC | 95 | $11.3K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 98 | $11.7K | 0.00% | +5+5.4% | Added |
| Eurizon Capital SGR S.p.A. | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 101 | $12.0K | 0.00% | +32+46.4% | Added |
| JPL Wealth Management, LLC | 113 | $13.4K | 0.00% | +113 | New |
| Central Trust Co | 119 | $14.2K | 0.00% | +119 | New |
| Wealth Enhancement Trust Services, Inc. | 120 | $14.3K | 0.00% | +78+185.7% | Added |
| Quent Capital, LLC | 170 | $20.2K | 0.00% | +22+14.9% | Added |
| Danske Bank A/S | 200 | $23.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $23.8K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 215 | $25.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 218 | $25.9K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 245 | $29.1K | 0.01% | +116+89.9% | Added |
| Geneos Wealth Management Inc. | 250 | $29.7K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 263 | $31.3K | 0.00% | +263 | New |
| True Wealth Design, LLC | 268 | $31.9K | 0.01% | +128+91.4% | Added |
| Armstrong Advisory Group, Inc | 276 | $32.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 290 | $34.5K | 0.00% | −220−43.1% | Reduced |
| Wellington-Altus USA Inc. | 383 | $35.3K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 319 | $37.9K | 0.00% | +120+60.3% | Added |
| Federation des caisses Desjardins du Quebec | 320 | $38.1K | 0.00% | −90−22.0% | Reduced |
| MCF Advisors LLC | 323 | $38.4K | 0.00% | −30−8.5% | Reduced |
| Custom Index Systems, LLC | 331 | $39.4K | 0.01% | +331 | New |
| Truvestments Capital LLC | 335 | $39.8K | 0.01% | −17−4.8% | Reduced |
| EverSource Wealth Advisors, LLC | 351 | $41.8K | 0.00% | −148−29.7% | Reduced |
| Hallmark Capital Management Inc | 364 | $43.3K | 0.00% | −45,305−99.2% | Reduced |
| Logan Capital Management Inc | 431 | $51.3K | 0.00% | +431 | New |
| SJS Investment Consulting Inc. | 462 | $55.0K | 0.01% | +70+17.9% | Added |
| HM Payson & Co | 520 | $61.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 536 | $63.8K | 0.00% | −89−14.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 537 | $63.9K | 0.00% | −97−15.3% | Reduced |
| First Horizon Corp | 612 | $72.8K | 0.00% | +212+53.0% | Added |