| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $120 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $122 | 0.00% | −30−96.8% | Reduced |
| SJS Investment Consulting Inc. | 1 | $122 | 0.00% | −2−66.7% | Reduced |
| MV Capital Management, Inc. | 1 | $122 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $122 | 0.00% | +1 | New |
| Fortitude Family Office, LLC | 2 | $244 | 0.00% | −8−80.0% | Reduced |
| Abound Wealth Management | 2 | $244 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $244 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $244 | 0.00% | +2 | New |
| International Assets Investment Management, LLC | 3 | $359 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $365 | 0.00% | −2−40.0% | Reduced |
| Continuum Advisory, LLC | 3 | $365 | 0.00% | +3 | New |
| JPL Wealth Management, LLC | 3 | $366 | 0.00% | +3 | New |
| Action Point Financial Planning, LLC | 3 | $366 | 0.00% | +3 | New |
| Larson Financial Group LLC | 4 | $487 | 0.00% | +4 | New |
| Strive Financial Group ,LLC | 4 | $487 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $488 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4 | $488 | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $488 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $488 | 0.00% | +4 | New |
| Westfuller Advisors, LLC | 4 | $530 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 5 | $609 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 5 | $609 | 0.00% | +5 | New |
| Global Retirement Partners, LLC | 5 | $609 | 0.00% | +5 | New |
| Ankerstar Wealth, LLC | 5 | $609 | 0.00% | +5 | New |
| Clearstead Advisors, LLC | 5 | $610 | 0.00% | +5 | New |
| SBI Securities Co., Ltd. | 6 | $731 | 0.00% | −1−14.3% | Reduced |
| Creative Capital Management Investments LLC | 6 | $731 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 6 | $731 | 0.00% | +6 | New |
| Gilpin Wealth Management, LLC | 6 | $731 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 8 | $974 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8 | $974 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 8 | $975 | 0.00% | −2−20.0% | Reduced |
| Smithfield Trust Co | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $1.10K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 9 | $1.10K | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 10 | $1.22K | 0.00% | +8+400.0% | Added |
| Rossby Financial, LCC | 14 | $1.71K | 0.00% | +1+7.7% | Added |
| Retirement Wealth Solutions LLC | 15 | $1.83K | 0.00% | +7+87.5% | Added |
| Clear Street Markets LLC | 16 | $1.95K | 0.00% | +16 | New |
| Farmers & Merchants Investments Inc | 18 | $2.19K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 19 | $2.31K | 0.00% | −2−9.5% | Reduced |
| Manning & Napier Advisors LLC | 20 | $2.41K | 0.00% | +20 | New |
| Kilter Group LLC | 20 | $2.44K | 0.00% | −16−44.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 20 | $2.44K | 0.00% | +20 | New |
| High Note Wealth, LLC | 21 | $2.56K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 23 | $2.80K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 25 | $3.04K | 0.00% | +25 | New |
| Rothschild Investment LLC | 27 | $3.29K | 0.00% | −12−30.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 36 | $4.38K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 40 | $4.87K | 0.00% | +30+300.0% | Added |
| Torren Management, LLC | 45 | $5.48K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 51 | $6.09K | 0.00% | +39+325.0% | Added |
| Bell Investment Advisors, Inc | 56 | $6.82K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 60 | $7.31K | 0.00% | +60 | New |
| EverSource Wealth Advisors, LLC | 75 | $9.13K | 0.00% | −159−67.9% | Reduced |
| Zions Bancorporation, National Association | 86 | $10.5K | 0.00% | +86 | New |
| Smartleaf Asset Management LLC | 92 | $11.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 103 | $12.5K | 0.00% | +7+7.3% | Added |
| Vanguard National Trust Co | 105 | $12.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 128 | $15.6K | 0.00% | −487−79.2% | Reduced |
| Bare Financial Services, Inc | 130 | $15.8K | 0.00% | +75+136.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 143 | $17.4K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 154 | $18.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 175 | $21.3K | 0.00% | −40−18.6% | Reduced |
| Parallel Advisors, LLC | 177 | $21.6K | 0.00% | −5−2.7% | Reduced |
| Anchor Investment Management, LLC | 200 | $24.4K | 0.00% | −125−38.5% | Reduced |
| Golden State Wealth Management, LLC | 209 | $25.5K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 214 | $26.1K | 0.00% | −298,729−99.9% | Reduced |
| Farther Finance Advisors, LLC | 250 | $30.4K | 0.00% | +48+23.8% | Added |
| US Bancorp | 261 | $31.8K | 0.00% | −148−36.2% | Reduced |
| Bayforest Capital Ltd | 278 | $33.9K | 0.03% | −1,694−85.9% | Reduced |
| Harbor Capital Advisors, Inc. | 285 | $35.0K | 0.00% | −4−1.4% | Reduced |
| Truvestments Capital LLC | 294 | $35.8K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 306 | $36.7K | 0.00% | −140−31.4% | Reduced |
| Neo Ivy Capital Management | 347 | $42.3K | 0.01% | +347 | New |
| Nomura Asset Management Co Ltd | 350 | $42.6K | 0.00% | −620−63.9% | Reduced |
| Ronald Blue Trust, Inc. | 359 | $43.7K | 0.00% | +89+33.0% | Added |
| MTM Investment Management, LLC | 400 | $48.7K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 547 | $66.7K | 0.00% | −136−19.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 551 | $67.1K | 0.00% | +551 | New |
| IFP Advisors, Inc | 566 | $68.9K | 0.00% | +425+301.4% | Added |
| Sterling Capital Management LLC | 581 | $70.8K | 0.00% | −123−17.5% | Reduced |
| Kemnay Advisory Services Inc. | 583 | $71.0K | 0.01% | +371+175.0% | Added |
| Davis Capital Management | 605 | $73.7K | 0.04% | +605 | New |
| Pinnacle Wealth Planning Services, Inc. | 651 | $79.3K | 0.01% | −29−4.3% | Reduced |
| GAMMA Investing LLC | 652 | $79.4K | 0.00% | +11+1.7% | Added |
| Huntington National Bank | 738 | $89.9K | 0.00% | −85−10.3% | Reduced |
| Hantz Financial Services, Inc. | 738 | $90.0K | 0.00% | −1,260−63.1% | Reduced |
| Signaturefd, LLC | 766 | $93.3K | 0.00% | +508+196.9% | Added |
| Versant Capital Management, Inc | 818 | $99.6K | 0.01% | −37−4.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,050 | $127.9K | 0.04% | +300+40.0% | Added |
| KBC Group NV | 1,101 | $134.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,100 | $134.0K | 0.08% | +213+24.0% | Added |
| Ensign Peak Advisors, Inc | 1,243 | $151.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,329 | $161.9K | 0.00% | −931−41.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,380 | $168.1K | 0.00% | +724+110.4% | Added |