| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 1 | $105 | 0.00% | −2−66.7% | Reduced |
| Manchester Capital Management LLC | 1 | $105 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $105 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1 | $105 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $105 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $112 | 0.00% | +1 | New |
| Cordant, Inc. | 1 | $120 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $209 | 0.00% | −367−99.5% | Reduced |
| JFS Wealth Advisors, LLC | 2 | $210 | 0.00% | −5−71.4% | Reduced |
| 3 Factor Indexing, LLC | 2 | $210 | 0.00% | +1+100.0% | Added |
| TD Private Client Wealth LLC | 3 | $314 | 0.00% | +1+50.0% | Added |
| Principia Wealth Advisory, LLC | 4 | $418 | 0.00% | −14−77.8% | Reduced |
| Leonteq Securities AG | 4 | $418 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $418 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $419 | 0.00% | +4 | New |
| Whittier Trust Co | 4 | $455 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 5 | $523 | 0.00% | −15−75.0% | Reduced |
| Creative Financial Designs Inc | 5 | $523 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $523 | 0.00% | +2+66.7% | Added |
| Harbour Investments, Inc. | 5 | $523 | 0.00% | +5 | New |
| Anchor Investment Management, LLC | 5 | $523 | 0.00% | +5 | New |
| Signature Equity Partners, LLC | 6 | $627 | 0.00% | −1−14.3% | Reduced |
| Ameriflex Group, Inc. | 6 | $627 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6 | $627 | 0.00% | +6 | New |
| Ares Financial Consulting, LLC | 6 | $627 | 0.00% | +6 | New |
| Financial Consulate, Inc | 6 | $628 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 7 | $731 | 0.00% | −18−72.0% | Reduced |
| Quaker Wealth Management, LLC | 7 | $732 | 0.00% | −2−22.2% | Reduced |
| Cromwell Holdings LLC | 7 | $732 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $732 | 0.00% | +7 | New |
| Cornerstone Financial Management LLC | 9 | $941 | 0.00% | +4+80.0% | Added |
| Plante Moran Financial Advisors, LLC | 9 | $941 | 0.00% | +9 | New |
| Steward Partners Investment Advisory, LLC | 10 | $1.04K | 0.00% | −79−88.8% | Reduced |
| Ancora Advisors, LLC | 10 | $1.04K | 0.00% | −75−88.2% | Reduced |
| Rossby Financial, LCC | 10 | $1.04K | 0.00% | +7+233.3% | Added |
| Planning Strategies Inc. | 10 | $1.04K | 0.00% | +10 | New |
| Marquette Asset Management, LLC | 12 | $1.25K | 0.00% | +12 | New |
| Northwestern Mutual Wealth Management Co | 14 | $1.46K | 0.00% | +6+75.0% | Added |
| Spire Wealth Management | 15 | $1.57K | 0.00% | +4+36.4% | Added |
| CVA Family Office, LLC | 18 | $1.88K | 0.00% | −1−5.3% | Reduced |
| Mather Group, LLC. | 20 | $2.09K | 0.00% | −246−92.5% | Reduced |
| Peterson Wealth Services | 21 | $2.19K | 0.00% | −3,196−99.3% | Reduced |
| Private Wealth Management Group, LLC | 21 | $2.20K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 22 | $2.30K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 22 | $2.30K | 0.00% | +9+69.2% | Added |
| North Star Investment Management Corp. | 27 | $2.82K | 0.00% | +27 | New |
| Avion Wealth | 34 | $3.00K | 0.00% | −2−5.6% | Reduced |
| Bell Investment Advisors, Inc | 29 | $3.03K | 0.00% | −45−60.8% | Reduced |
| Fulcrum Asset Management LLP | 29 | $3.07K | 0.00% | +29 | New |
| Silver Grove Financial Group, Inc. | 31 | $3.24K | 0.00% | +31 | New |
| UMA Financial Services, Inc. | 32 | $3.35K | 0.00% | +29+966.7% | Added |
| MV Capital Management, Inc. | 36 | $3.76K | 0.00% | +12+50.0% | Added |
| Kilter Group LLC | 37 | $3.87K | 0.00% | +14+60.9% | Added |
| Farmers & Merchants Investments Inc | 38 | $3.97K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 39 | $4.08K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 42 | $4.08K | 0.00% | +42 | New |
| Colonial Trust Co | 47 | $4.91K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 47 | $4.91K | 0.00% | +38+422.2% | Added |
| Cornerstone Planning Group LLC | 42 | $5.07K | 0.00% | +24+133.3% | Added |
| CoreCap Advisors, LLC | 54 | $5.64K | 0.00% | +7+14.9% | Added |
| High Note Wealth, LLC | 56 | $5.85K | 0.00% | +56 | New |
| Owl Creek Wealth Partners LLC | 60 | $6.27K | 0.00% | −20−25.0% | Reduced |
| Bare Financial Services, Inc | 61 | $6.38K | 0.00% | −35−36.5% | Reduced |
| Estabrook Capital Management | 70 | $7.32K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 77 | $8.05K | 0.00% | +16+26.2% | Added |
| International Assets Investment Management, LLC | 73 | $8.13K | 0.00% | +11+17.7% | Added |
| Bogart Wealth, LLC | 80 | $8.36K | 0.00% | −32−28.6% | Reduced |
| Roble, Belko & Company, Inc | 89 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 88 | $9.20K | 0.00% | −259−74.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93 | $9.72K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 98 | $10.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 96 | $10.0K | 0.00% | +23+31.5% | Added |
| Umb Bank N A | 117 | $12.2K | 0.00% | −822−87.5% | Reduced |
| Activest Wealth Management | 127 | $13.3K | 0.00% | +126+12,600.0% | Added |
| Assetmark, Inc | 134 | $14.0K | 0.00% | +18+15.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 144 | $15.1K | 0.00% | +144 | New |
| Caitong International Asset Management Co., Ltd | 147 | $15.4K | 0.00% | +147 | New |
| Spectrum Wealth Advisory Group, LLC | 150 | $15.7K | 0.00% | +150 | New |
| JPL Wealth Management, LLC | 155 | $16.2K | 0.00% | +56+56.6% | Added |
| Huntington National Bank | 160 | $16.7K | 0.00% | +49+44.1% | Added |
| SJS Investment Consulting Inc. | 172 | $18.0K | 0.00% | +136+377.8% | Added |
| Wellington-Altus USA Inc. | 170 | $18.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 204 | $21.3K | 0.00% | +180+750.0% | Added |
| Advisors Asset Management, Inc. | 209 | $21.8K | 0.00% | −16−7.1% | Reduced |
| SBI Securities Co., Ltd. | 237 | $24.8K | 0.00% | +2+0.9% | Added |
| Global Retirement Partners, LLC | 254 | $26.6K | 0.00% | +254 | New |
| Hughes Financial Services, LLC | 256 | $26.8K | 0.00% | +4+1.6% | Added |
| Clearstead Advisors, LLC | 290 | $30.3K | 0.00% | +280+2,800.0% | Added |
| Park Place Capital Corp | 305 | $31.9K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 317 | $33.1K | 0.00% | −14−4.2% | Reduced |
| Smartleaf Asset Management LLC | 324 | $34.3K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 342 | $35.8K | 0.01% | +285+500.0% | Added |
| Basecamp Wealth Advisors LLC | 352 | $36.8K | 0.01% | +91+34.9% | Added |
| Banque Cantonale Vaudoise | 371 | $39.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 385 | $40.2K | 0.00% | −71−15.6% | Reduced |
| Quarry LP | 563 | $58.9K | 0.01% | −165−22.7% | Reduced |
| Covestor Ltd | 634 | $66.0K | 0.04% | +142+28.9% | Added |
| Parallel Advisors, LLC | 831 | $86.9K | 0.00% | +380+84.3% | Added |
