| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Financial Life Planners | 1 | $184 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $284 | 0.00% | +1 | New |
| SHP Wealth Management | 1 | $297 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $297 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $298 | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 2 | $579 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $595 | 0.00% | +1+100.0% | Added |
| Signature Equity Partners, LLC | 2 | $605 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 3 | $892 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $892 | 0.00% | +3 | New |
| Gilpin Wealth Management, LLC | 3 | $893 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $1.19K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $1.19K | 0.00% | +2+100.0% | Added |
| SJS Investment Consulting Inc. | 5 | $1.49K | 0.00% | +1+25.0% | Added |
| DiNuzzo Private Wealth, Inc. | 5 | $1.49K | 0.00% | +3+150.0% | Added |
| Rialto Wealth Management, LLC | 5 | $1.49K | 0.00% | +3+150.0% | Added |
| Creative Capital Management Investments LLC | 6 | $1.78K | 0.00% | +6 | New |
| Clearstead Advisors, LLC | 6 | $1.78K | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 8 | $2.38K | 0.00% | +3+60.0% | Added |
| JPL Wealth Management, LLC | 8 | $2.38K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 9 | $2.68K | 0.00% | +9 | New |
| Action Point Financial Planning, LLC | 9 | $2.68K | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 9 | $2.68K | 0.00% | +3+50.0% | Added |
| Aventura Private Wealth, LLC | 10 | $2.97K | 0.00% | +10 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10 | $3.04K | 0.00% | −5−33.3% | Reduced |
| Westfuller Advisors, LLC | 10 | $3.10K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11 | $3.27K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12 | $3.57K | 0.00% | −1−7.7% | Reduced |
| Fortitude Family Office, LLC | 12 | $3.57K | 0.00% | +3+33.3% | Added |
| Harbour Investments, Inc. | 15 | $4.46K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 17 | $5.06K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $5.06K | 0.00% | +6+54.5% | Added |
| Hughes Financial Services, LLC | 17 | $5.06K | 0.00% | +16+1,600.0% | Added |
| Synergy Investment Management, LLC | 31 | $5.87K | 0.00% | +31 | New |
| Concord Wealth Partners | 21 | $6.25K | 0.00% | +21 | New |
| True Wealth Design, LLC | 21 | $6.25K | 0.00% | −8−27.6% | Reduced |
| IFP Advisors, Inc | 22 | $6.54K | 0.00% | −5−18.5% | Reduced |
| CVA Family Office, LLC | 22 | $6.54K | 0.00% | +5+29.4% | Added |
| LRI Investments, LLC | 24 | $7.14K | 0.00% | −15−38.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 24 | $7.14K | 0.00% | +1+4.3% | Added |
| Bare Financial Services, Inc | 25 | $7.43K | 0.00% | +19+316.7% | Added |
| Quarry LP | 25 | $7.43K | 0.00% | +25 | New |
| MidFirst Bank | 26 | $7.73K | 0.00% | −9−25.7% | Reduced |
| Ronald Blue Trust, Inc. | 30 | $8.92K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 31 | $9.22K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 38 | $11.3K | 0.00% | +24+171.4% | Added |
| WPG Advisers, LLC | 42 | $12.5K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 44 | $13.1K | 0.01% | +44 | New |
| Dogwood Wealth Management LLC | 45 | $13.4K | 0.01% | +15+50.0% | Added |
| Accent Capital Management, LLC | 59 | $17.5K | 0.01% | −8−11.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59 | $17.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 67 | $19.9K | 0.00% | +1+1.5% | Added |
| Harbor Capital Advisors, Inc. | 70 | $21.0K | 0.00% | −5−6.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 72 | $21.4K | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 72 | $21.4K | 0.00% | +72 | New |
| Sterling Capital Management LLC | 74 | $22.0K | 0.00% | −506−87.2% | Reduced |
| Huntington National Bank | 80 | $23.8K | 0.00% | +17+27.0% | Added |
| Valued Wealth Advisors LLC | 86 | $25.6K | 0.01% | +18+26.5% | Added |
| GWM Advisors LLC | 90 | $26.8K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 91 | $27.1K | 0.03% | +91 | New |
| Brown Brothers Harriman & Co | 99 | $29.4K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 100 | $29.7K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 104 | $30.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 125 | $31.4K | 0.00% | −21−14.4% | Reduced |
| Harbor Investment Advisory, LLC | 108 | $32.1K | 0.00% | +108 | New |
| Optiver Holding B.V. | 134 | $39.9K | 0.00% | +134 | New |
| Massmutual Trust Co FSB | 136 | $40.4K | 0.00% | +16+13.3% | Added |
| Key Financial Inc | 138 | $41.0K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 139 | $41.3K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 144 | $42.8K | 0.00% | +139+2,780.0% | Added |
| First Horizon Corp | 152 | $45.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 159 | $47.3K | 0.00% | +7+4.6% | Added |
| Essential Partners LLC | 160 | $47.6K | 0.02% | +9+6.0% | Added |
| Allworth Financial LP | 175 | $52.0K | 0.00% | +43+32.6% | Added |
| Signaturefd, LLC | 193 | $57.4K | 0.00% | +24+14.2% | Added |
| Steward Partners Investment Advisory, LLC | 194 | $57.7K | 0.00% | +44+29.3% | Added |
| Measured Wealth Private Client Group, LLC | 236 | $70.2K | 0.02% | −52−18.1% | Reduced |
| Anchor Investment Management, LLC | 250 | $74.3K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 265 | $75.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 287 | $82.4K | 0.00% | +87+43.5% | Added |
| Covestor Ltd | 285 | $85.0K | 0.05% | +284+28,400.0% | Added |
| Public Employees Retirement System of Ohio | 292 | $86.8K | 0.00% | −51−14.9% | Reduced |
| Chesapeake Asset Management LLC | 300 | $89.2K | 0.07% | +300 | New |
| Kemnay Advisory Services Inc. | 316 | $94.0K | 0.01% | +151+91.5% | Added |
| Farther Finance Advisors, LLC | 320 | $95.1K | 0.00% | +53+19.9% | Added |
| Versant Capital Management, Inc | 353 | $105.0K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 355 | $105.6K | 0.00% | +323+1,009.4% | Added |
| Parallel Advisors, LLC | 365 | $108.5K | 0.00% | +301+470.3% | Added |
| EverSource Wealth Advisors, LLC | 406 | $120.7K | 0.00% | +11+2.8% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 455 | $135.3K | 0.00% | −116−20.3% | Reduced |
| Rockefeller Capital Management L.P. | 508 | $151.3K | 0.00% | −19−3.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 516 | $153.5K | 0.01% | +10+2.0% | Added |
| Hantz Financial Services, Inc. | 550 | $164.0K | 0.00% | +118+27.3% | Added |
| TD Waterhouse Canada Inc. | 650 | $184.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 628 | $186.8K | 0.00% | +256+68.8% | Added |
| Rehmann Capital Advisory Group | 687 | $204.3K | 0.01% | +687 | New |
