| JTC Employer Solutions Trusteee Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 7 | $0 | 0.00% | +7 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $73 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 2 | $148 | 0.00% | +2 | New |
| Huntington National Bank | 2 | $149 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $149 | 0.00% | +2 | New |
| LRI Investments, LLC | 2 | $149 | 0.00% | +2 | New |
| Sachetta, LLC | 2 | $150 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3 | $224 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5 | $373 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $374 | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 6 | $380 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 6 | $449 | 0.00% | −1−14.3% | Reduced |
| Central Trust Co | 6 | $449 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6 | $449 | 0.00% | +6 | New |
| Boyd Watterson Asset Management LLC | 7 | $523 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $523 | 0.00% | +5+250.0% | Added |
| Creative Capital Management Investments LLC | 7 | $523 | 0.00% | +7 | New |
| TD Private Client Wealth LLC | 8 | $597 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 8 | $597 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 8 | $597 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8 | $597 | 0.00% | +8 | New |
| Clear Street Markets LLC | 8 | $597 | 0.00% | +8 | New |
| Manchester Capital Management LLC | 8 | $598 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $672 | 0.00% | −15−62.5% | Reduced |
| Torren Management, LLC | 9 | $672 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $747 | 0.00% | +5+100.0% | Added |
| Signaturefd, LLC | 14 | $1.04K | 0.00% | +4+40.0% | Added |
| Westfuller Advisors, LLC | 16 | $1.20K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 18 | $1.20K | 0.00% | +18 | New |
| Hughes Financial Services, LLC | 17 | $1.27K | 0.00% | +1+6.3% | Added |
| Silver Grove Financial Group, Inc. | 17 | $1.27K | 0.00% | +17 | New |
| Rialto Wealth Management, LLC | 17 | $1.27K | 0.00% | +2+13.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 18 | $1.34K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 22 | $1.63K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 22 | $1.64K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 23 | $1.72K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 25 | $1.87K | 0.00% | −3−10.7% | Reduced |
| Eastern Bank | 26 | $1.94K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 26 | $1.94K | 0.00% | +26 | New |
| JFS Wealth Advisors, LLC | 32 | $2.39K | 0.00% | +8+33.3% | Added |
| West Paces Advisors Inc. | 33 | $2.46K | 0.00% | +33 | New |
| IFP Advisors, Inc | 35 | $2.61K | 0.00% | +11+45.8% | Added |
| Ares Financial Consulting, LLC | 36 | $2.69K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 36 | $2.69K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 39 | $2.91K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 41 | $3.06K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 44 | $3.29K | 0.00% | +21+91.3% | Added |
| Private Wealth Management Group, LLC | 49 | $3.66K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 49 | $3.66K | 0.00% | +4+8.9% | Added |
| Jones Financial Companies LLLP | 52 | $4.01K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 56 | $4.18K | 0.00% | +56 | New |
| SBI Securities Co., Ltd. | 57 | $4.26K | 0.00% | −2−3.4% | Reduced |
| Basecamp Wealth Advisors LLC | 64 | $4.78K | 0.00% | +24+60.0% | Added |
| Keating Financial Advisory Services, Inc. | 65 | $4.85K | 0.00% | +1+1.6% | Added |
| Institute for Wealth Management, LLC. | 66 | $4.93K | 0.00% | +66 | New |
| GWM Advisors LLC | 70 | $5.23K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 83 | $6.20K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 88 | $6.57K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 98 | $7.32K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 116 | $8.66K | 0.00% | −25−17.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 116 | $8.66K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 120 | $8.96K | 0.00% | +25+26.3% | Added |
| SJS Investment Consulting Inc. | 126 | $9.41K | 0.00% | +120+2,000.0% | Added |
| Larson Financial Group LLC | 132 | $9.86K | 0.00% | +59+80.8% | Added |
| Farther Finance Advisors, LLC | 133 | $9.92K | 0.00% | +50+60.2% | Added |
| CoreCap Advisors, LLC | 136 | $10.2K | 0.00% | +38+38.8% | Added |
| Armstrong Advisory Group, Inc | 141 | $10.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 160 | $11.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 149 | $12.0K | 0.01% | +147+7,350.0% | Added |
| TD Waterhouse Canada Inc. | 167 | $12.1K | 0.00% | +4+2.5% | Added |
| Geneos Wealth Management Inc. | 195 | $14.6K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 200 | $14.9K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 204 | $15.2K | 0.00% | −55−21.2% | Reduced |
| Los Angeles Capital Management LLC | 207 | $15.5K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 216 | $16.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 222 | $16.3K | 0.00% | −2−0.9% | Reduced |
| Salomon & Ludwin, LLC | 226 | $16.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 224 | $16.7K | 0.00% | +12+5.7% | Added |
| Bare Financial Services, Inc | 228 | $17.0K | 0.00% | +68+42.5% | Added |
| Kemnay Advisory Services Inc. | 245 | $18.3K | 0.00% | +14+6.1% | Added |
| Center for Financial Planning, Inc. | 246 | $18.4K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 260 | $19.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 262 | $19.6K | 0.00% | −11−4.0% | Reduced |
| Versant Capital Management, Inc | 264 | $19.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 286 | $21.4K | 0.00% | −31−9.8% | Reduced |
| Natixis | 300 | $22.4K | 0.00% | +300 | New |
| Optiver Holding B.V. | 312 | $23.3K | 0.00% | +312 | New |
| Hantz Financial Services, Inc. | 316 | $24.0K | 0.00% | +167+112.1% | Added |
| SRS Capital Advisors, Inc. | 333 | $24.9K | 0.00% | +211+173.0% | Added |
| Oakworth Capital, Inc. | 350 | $25.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 413 | $30.8K | 0.00% | −3−0.7% | Reduced |
| Frazier Financial Advisors, LLC | 496 | $37.0K | 0.02% | −496−50.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 500 | $37.3K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 505 | $37.7K | 0.00% | −4,577−90.1% | Reduced |