| Evolution Advisers, Inc. | 5 | $0 | 0.00% | +5 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $82 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $163 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2 | $163 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $163 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $164 | 0.00% | −2−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $164 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3 | $245 | 0.00% | +3 | New |
| LRI Investments, LLC | 4 | $326 | 0.00% | +4 | New |
| Financial Consulate, Inc | 5 | $408 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $408 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 5 | $408 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 6 | $489 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $571 | 0.00% | +7 | New |
| Torren Management, LLC | 8 | $653 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $706 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $735 | 0.00% | +5+125.0% | Added |
| Ankerstar Wealth, LLC | 10 | $816 | 0.00% | +10 | New |
| Noble Wealth Management PBC | 10 | $816 | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 11 | $897 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 11 | $898 | 0.00% | −3−21.4% | Reduced |
| Rialto Wealth Management, LLC | 11 | $898 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12 | $979 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $979 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $1.06K | 0.00% | +3+30.0% | Added |
| Plante Moran Financial Advisors, LLC | 13 | $1.06K | 0.00% | +13 | New |
| Prestige Wealth Management Group LLC | 13 | $1.06K | 0.00% | +9+225.0% | Added |
| Creative Capital Management Investments LLC | 14 | $1.14K | 0.00% | +14 | New |
| Rossby Financial, LCC | 15 | $1.22K | 0.00% | −6−28.6% | Reduced |
| Zions Bancorporation, National Association | 16 | $1.30K | 0.00% | +10+166.7% | Added |
| SJS Investment Consulting Inc. | 16 | $1.31K | 0.00% | +4+33.3% | Added |
| UMA Financial Services, Inc. | 19 | $1.55K | 0.00% | +10+111.1% | Added |
| International Assets Investment Management, LLC | 22 | $1.79K | 0.00% | +4+22.2% | Added |
| Marquette Asset Management, LLC | 26 | $2.12K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 28 | $2.28K | 0.00% | −1,222−97.8% | Reduced |
| Versant Capital Management, Inc | 28 | $2.28K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 29 | $2.37K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 31 | $2.53K | 0.00% | +17+121.4% | Added |
| Ares Financial Consulting, LLC | 34 | $2.77K | 0.00% | +34 | New |
| Massmutual Trust Co FSB | 35 | $2.85K | 0.00% | +3+9.4% | Added |
| Global Retirement Partners, LLC | 38 | $3.10K | 0.00% | +38 | New |
| Farmers & Merchants Investments Inc | 40 | $3.26K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 48 | $3.75K | 0.00% | +48 | New |
| West Paces Advisors Inc. | 50 | $4.08K | 0.00% | +50 | New |
| AdvisorNet Financial, Inc | 54 | $4.41K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 56 | $4.57K | 0.00% | +21+60.0% | Added |
| C M Bidwell & Associates Ltd | 64 | $5.22K | 0.00% | +64 | New |
| Keating Financial Advisory Services, Inc. | 72 | $5.87K | 0.00% | +47+188.0% | Added |
| JFS Wealth Advisors, LLC | 72 | $5.87K | 0.00% | +15+26.3% | Added |
| Kilter Group LLC | 73 | $5.96K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 73 | $5.96K | 0.00% | +73 | New |
| Parallel Advisors, LLC | 74 | $6.04K | 0.00% | +31+72.1% | Added |
| Atlantic Union Bankshares Corp | 75 | $6.12K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 75 | $6.12K | 0.00% | +43+134.4% | Added |
| Parkside Financial Bank & Trust | 76 | $6.20K | 0.00% | +2+2.7% | Added |
| High Note Wealth, LLC | 82 | $6.69K | 0.00% | +11+15.5% | Added |
| CVA Family Office, LLC | 93 | $7.59K | 0.00% | +13+16.3% | Added |
| Clearstead Advisors, LLC | 144 | $11.7K | 0.00% | +144 | New |
| TD Private Client Wealth LLC | 162 | $13.2K | 0.00% | +14+9.5% | Added |
| Essential Partners LLC | 171 | $13.9K | 0.01% | −2,198−92.8% | Reduced |
| True Wealth Design, LLC | 228 | $18.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 244 | $19.9K | 0.00% | +18+8.0% | Added |
| Rothschild Investment LLC | 261 | $21.3K | 0.00% | +73+38.8% | Added |
| Bare Financial Services, Inc | 294 | $24.0K | 0.01% | +115+64.2% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 309 | $25.2K | 0.01% | +80+34.9% | Added |
| Optiver Holding B.V. | 389 | $31.7K | 0.00% | +389 | New |
| Signaturefd, LLC | 393 | $32.1K | 0.00% | −7−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 484 | $39.5K | 0.00% | −18−3.6% | Reduced |
| Sterling Capital Management LLC | 493 | $40.2K | 0.00% | −1,490−75.1% | Reduced |
| Basecamp Wealth Advisors LLC | 501 | $40.9K | 0.01% | +18+3.7% | Added |
| Jones Financial Companies LLLP | 505 | $42.6K | 0.00% | +456+930.6% | Added |
| Bayforest Capital Ltd | 600 | $48.9K | 0.05% | +600 | New |
| Pacer Advisors, Inc. | 629 | $51.0K | 0.00% | +629 | New |
| First Horizon Corp | 653 | $53.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 661 | $54.0K | 0.00% | −45−6.4% | Reduced |
| Farther Finance Advisors, LLC | 693 | $56.5K | 0.00% | +142+25.8% | Added |
| LSV Asset Management | 700 | $57.0K | 0.00% | −2,000−74.1% | Reduced |
| Kemnay Advisory Services Inc. | 742 | $60.5K | 0.01% | −255−25.6% | Reduced |
| Salomon & Ludwin, LLC | 763 | $62.1K | 0.01% | −206−21.3% | Reduced |
| IFP Advisors, Inc | 788 | $64.3K | 0.00% | −534−40.4% | Reduced |
| Allworth Financial LP | 818 | $66.7K | 0.00% | +140+20.6% | Added |
| US Bancorp | 840 | $68.5K | 0.00% | −197−19.0% | Reduced |
| EverSource Wealth Advisors, LLC | 885 | $72.2K | 0.00% | −160−15.3% | Reduced |
| Smartleaf Asset Management LLC | 938 | $76.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 987 | $80.5K | 0.01% | +987 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,241 | $101.2K | 0.01% | +12+1.0% | Added |
| Fulcrum Asset Management LLP | 1,274 | $103.9K | 0.01% | +1,274 | New |
| Asset Management One Co.,Ltd. | 1,368 | $111.6K | 0.00% | +1,368 | New |
| Quantbot Technologies LP | 1,369 | $111.7K | 0.00% | +1,369 | New |
| GAMMA Investing LLC | 1,453 | $118.5K | 0.00% | +534+58.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,487 | $121.3K | 0.00% | +34+2.3% | Added |
| Eurizon Capital SGR S.p.A. | 1,580 | $129.0K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 1,601 | $130.6K | 0.07% | −5,291−76.8% | Reduced |
| Bellevue Group AG | 1,626 | $132.6K | 0.00% | −309−16.0% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1,683 | $137.3K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 1,702 | $138.8K | 0.01% | −4,451−72.3% | Reduced |
| GF Fund Management Co. Ltd. | 1,753 | $143.0K | 0.00% | −50−2.8% | Reduced |
