| Evolution Advisers, Inc. | 31 | $0 | 0.00% | +31 | New |
| Navigoe, LLC | 8 | $0 | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 1 | $13 | 0.00% | −30−96.8% | Reduced |
| Hollencrest Capital Management | 1 | $13 | 0.00% | +1 | New |
| Silver Grove Financial Group, Inc. | 1 | $13 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 2 | $27 | 0.00% | +2 | New |
| Crewe Advisors LLC | 3 | $41 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $53 | 0.00% | +4 | New |
| Investors Research Corp | 5 | $67 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 6 | $81 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 8 | $107 | 0.00% | +8 | New |
| GHP Investment Advisors, Inc. | 10 | $134 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $148 | 0.00% | −1−8.3% | Reduced |
| Addison Advisors LLC | 11 | $154 | 0.00% | +2+22.2% | Added |
| Essential Partners LLC | 13 | $174 | 0.00% | +10+333.3% | Added |
| McDonald Partners LLC | 13 | $174 | 0.00% | +13 | New |
| Davis Capital Management | 13 | $174 | 0.00% | +13 | New |
| Cedar Mountain Advisors, LLC | 16 | $214 | 0.00% | −26−61.9% | Reduced |
| TD Capital Management LLC | 17 | $227 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 17 | $227 | 0.00% | +17 | New |
| HFM Investment Advisors, LLC | 19 | $255 | 0.00% | +15+375.0% | Added |
| Sunrise Financial Services, LLC | 20 | $268 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 23 | $308 | 0.00% | +6+35.3% | Added |
| TD Waterhouse Canada Inc. | 25 | $328 | 0.00% | −334−93.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $335 | 0.00% | −8−24.2% | Reduced |
| SHP Wealth Management | 25 | $335 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 26 | $348 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 27 | $361 | 0.00% | −219−89.0% | Reduced |
| West Branch Capital LLC | 30 | $402 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 33 | $442 | 0.00% | +8+32.0% | Added |
| Financial Consulate, Inc | 36 | $482 | 0.00% | +36 | New |
| Ankerstar Wealth, LLC | 37 | $495 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 40 | $536 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 40 | $536 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 42 | $562 | 0.00% | +2+5.0% | Added |
| Torren Management, LLC | 47 | $629 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 47 | $629 | 0.00% | +47 | New |
| Chilton Capital Management LLC | 58 | $777 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 62 | $829 | 0.00% | +62 | New |
| Creative Capital Management Investments LLC | 62 | $830 | 0.00% | +62 | New |
| SWAN Capital LLC | 66 | $883 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 78 | $1.02K | 0.00% | +78 | New |
| JFS Wealth Advisors, LLC | 88 | $1.18K | 0.00% | +49+125.6% | Added |
| SJS Investment Consulting Inc. | 88 | $1.18K | 0.00% | +58+193.3% | Added |
| American Capital Advisory, LLC | 107 | $1.43K | 0.00% | +107 | New |
| Farmers & Merchants Investments Inc | 110 | $1.47K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 112 | $1.50K | 0.00% | +6+5.7% | Added |
| Fortitude Family Office, LLC | 119 | $1.59K | 0.00% | +98+466.7% | Added |
| Private Wealth Management Group, LLC | 123 | $1.65K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 129 | $1.73K | 0.00% | +2+1.6% | Added |
| Continuum Advisory, LLC | 140 | $1.87K | 0.00% | +140 | New |
| MV Capital Management, Inc. | 140 | $1.87K | 0.00% | −14−9.1% | Reduced |
| WPG Advisers, LLC | 145 | $1.94K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 150 | $2.01K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 155 | $2.07K | 0.00% | −15−8.8% | Reduced |
| Larson Financial Group LLC | 156 | $2.09K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 163 | $2.18K | 0.00% | +29+21.6% | Added |
| Bell Investment Advisors, Inc | 190 | $2.54K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 196 | $2.57K | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 200 | $2.68K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 206 | $2.76K | 0.00% | +101+96.2% | Added |
| Prestige Wealth Management Group LLC | 224 | $3.00K | 0.00% | +27+13.7% | Added |
| Sycomore Asset Management | 1,600 | $3.00K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 255 | $3.00K | 0.00% | +255 | New |
| Steward Partners Investment Advisory, LLC | 282 | $3.77K | 0.00% | +32+12.8% | Added |
| Atlantic Union Bankshares Corp | 300 | $4.01K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 309 | $4.13K | 0.00% | +28+10.0% | Added |
| Keating Financial Advisory Services, Inc. | 314 | $4.20K | 0.00% | +52+19.8% | Added |
| Chesapeake Asset Management LLC | 318 | $4.25K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 330 | $4.42K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 363 | $4.86K | 0.00% | +5+1.4% | Added |
| Covestor Ltd | 397 | $5.00K | 0.00% | +31+8.5% | Added |
| Versant Capital Management, Inc | 466 | $6.24K | 0.00% | +53+12.8% | Added |
| Costello Asset Management, INC | 500 | $6.69K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 508 | $6.80K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 525 | $7.03K | 0.00% | +525 | New |
| Bare Financial Services, Inc | 544 | $7.28K | 0.00% | +190+53.7% | Added |
| STRS Ohio | 700 | $9.37K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 797 | $10.7K | 0.00% | +797 | New |
| Ritter Daniher Financial Advisory LLC | 820 | $11.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 988 | $13.2K | 0.00% | +156+18.8% | Added |
| Perkins Coie Trust Co | 1,000 | $13.4K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,000 | $13.4K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,000 | $13.4K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,020 | $13.6K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,104 | $14.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,123 | $15.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,170 | $15.7K | 0.00% | +1,169+116,900.0% | Added |
| Farther Finance Advisors, LLC | 1,224 | $16.4K | 0.00% | +11+0.9% | Added |
| SBI Securities Co., Ltd. | 1,256 | $16.8K | 0.00% | −209−14.3% | Reduced |
| Golden State Wealth Management, LLC | 1,420 | $19.0K | 0.00% | −10−0.7% | Reduced |
| Penserra Capital Management LLC | 1,425 | $19.0K | 0.00% | +229+19.1% | Added |
| EverSource Wealth Advisors, LLC | 1,464 | $19.6K | 0.00% | −1,296−47.0% | Reduced |
| Umb Bank N A | 1,594 | $21.3K | 0.00% | +57+3.7% | Added |
| Cullen/Frost Bankers, Inc. | 1,686 | $22.6K | 0.00% | +215+14.6% | Added |
| First Pacific Financial | 1,694 | $22.7K | 0.00% | −687−28.9% | Reduced |
| Zions Bancorporation, National Association | 1,700 | $22.7K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 1,725 | $23.1K | 0.00% | −155−8.2% | Reduced |
| Allworth Financial LP | 1,867 | $25.0K | 0.00% | +752+67.4% | Added |
| Quarry LP | 1,884 | $25.2K | 0.00% | +1,813+2,553.5% | Added |
