| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Maryland Capital Advisors Inc. | 1 | $73 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $87 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2 | $146 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $146 | 0.00% | +1+100.0% | Added |
| Signature Equity Partners, LLC | 2 | $148 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $216 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 3 | $219 | 0.00% | −1−25.0% | Reduced |
| Abound Wealth Management | 3 | $219 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $219 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 4 | $292 | 0.00% | −22−84.6% | Reduced |
| Hughes Financial Services, LLC | 4 | $292 | 0.00% | +2+100.0% | Added |
| SBI Securities Co., Ltd. | 5 | $365 | 0.00% | +2+66.7% | Added |
| Ronald Blue Trust, Inc. | 5 | $365 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 6 | $458 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 8 | $584 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 8 | $584 | 0.00% | +8 | New |
| Wealth Enhancement Trust Services, Inc. | 10 | $730 | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 10 | $730 | 0.00% | +10 | New |
| Clearstead Advisors, LLC | 11 | $803 | 0.00% | +11 | New |
| Gilpin Wealth Management, LLC | 12 | $876 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $876 | 0.00% | +6+100.0% | Added |
| Cornerstone Financial Management LLC | 14 | $1.02K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $1.02K | 0.00% | +2+16.7% | Added |
| Montag A & Associates Inc | 14 | $1.04K | 0.00% | −6−30.0% | Reduced |
| IFP Advisors, Inc | 17 | $1.24K | 0.00% | −8−32.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 17 | $1.24K | 0.00% | +4+30.8% | Added |
| DiNuzzo Private Wealth, Inc. | 18 | $1.31K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $1.39K | 0.00% | +12+171.4% | Added |
| JPL Wealth Management, LLC | 22 | $1.61K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 24 | $1.75K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 26 | $1.90K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 27 | $1.97K | 0.00% | +27 | New |
| Investors Portfolio Services LLC | 34 | $2.48K | 0.00% | +34 | New |
| Farmers & Merchants Investments Inc | 37 | $2.70K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 39 | $2.85K | 0.00% | −44−53.0% | Reduced |
| Action Point Financial Planning, LLC | 48 | $3.36K | 0.00% | +48 | New |
| Torren Management, LLC | 49 | $3.57K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 49 | $3.58K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 55 | $4.01K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 55 | $4.01K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 59 | $4.31K | 0.00% | +37+168.2% | Added |
| Bell Investment Advisors, Inc | 59 | $4.31K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 59 | $4.31K | 0.00% | +59 | New |
| Rossby Financial, LCC | 64 | $4.67K | 0.00% | −2−3.0% | Reduced |
| Valued Wealth Advisors LLC | 66 | $4.82K | 0.00% | +66 | New |
| Nykredit A/S | 70 | $5.11K | 0.00% | +70 | New |
| Fortitude Family Office, LLC | 81 | $5.91K | 0.00% | −1−1.2% | Reduced |
| MidFirst Bank | 82 | $5.99K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 84 | $6.13K | 0.00% | +28+50.0% | Added |
| SJS Investment Consulting Inc. | 88 | $6.42K | 0.00% | +74+528.6% | Added |
| Keating Financial Advisory Services, Inc. | 90 | $6.57K | 0.00% | +1+1.1% | Added |
| Capital Analysts, LLC | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $7.30K | 0.00% | +100 | New |
| Larson Financial Group LLC | 101 | $7.39K | 0.00% | +39+62.9% | Added |
| Assetmark, Inc | 105 | $7.66K | 0.00% | +13+14.1% | Added |
| JFS Wealth Advisors, LLC | 112 | $8.18K | 0.00% | +11+10.9% | Added |
| Rothschild Investment LLC | 122 | $8.90K | 0.00% | −10−7.6% | Reduced |
| FNY Investment Advisers, LLC | 132 | $9.00K | 0.00% | +132 | New |
| Federated Hermes, Inc. | 135 | $9.85K | 0.00% | +135 | New |
| CVA Family Office, LLC | 136 | $9.93K | 0.00% | +20+17.2% | Added |
| WPG Advisers, LLC | 146 | $10.7K | 0.01% | +73+100.0% | Added |
| Covestor Ltd | 146 | $11.0K | 0.01% | +23+18.7% | Added |
| Dogwood Wealth Management LLC | 166 | $12.1K | 0.00% | +43+35.0% | Added |
| North Star Investment Management Corp. | 168 | $12.3K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 196 | $14.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 229 | $16.7K | 0.00% | −15−6.1% | Reduced |
| Harbour Investments, Inc. | 233 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 264 | $19.3K | 0.00% | +103+64.0% | Added |
| UMA Financial Services, Inc. | 291 | $21.2K | 0.00% | +12+4.3% | Added |
| Umb Bank N A | 292 | $21.3K | 0.00% | +8+2.8% | Added |
| Huntington National Bank | 296 | $21.6K | 0.00% | +17+6.1% | Added |
| Plante Moran Financial Advisors, LLC | 325 | $23.7K | 0.00% | +9+2.8% | Added |
| International Assets Investment Management, LLC | 358 | $25.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 360 | $26.3K | 0.00% | −141−28.1% | Reduced |
| Allworth Financial LP | 378 | $27.6K | 0.00% | +23+6.5% | Added |
| Farther Finance Advisors, LLC | 379 | $27.6K | 0.00% | +119+45.8% | Added |
| Community Bank, N.A. | 390 | $28.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 417 | $30.4K | 0.00% | −484−53.7% | Reduced |
| Kemnay Advisory Services Inc. | 421 | $30.7K | 0.00% | +104+32.8% | Added |
| Smartleaf Asset Management LLC | 454 | $32.9K | 0.00% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 495 | $36.1K | 0.00% | +495 | New |
| Hantz Financial Services, Inc. | 551 | $40.0K | 0.00% | +73+15.3% | Added |
| Optiver Holding B.V. | 557 | $40.7K | 0.00% | +557 | New |
| Salomon & Ludwin, LLC | 602 | $43.3K | 0.00% | −197−24.7% | Reduced |
| First Horizon Corp | 654 | $47.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 670 | $48.9K | 0.00% | +499+291.8% | Added |
| Nomura Asset Management Co Ltd | 674 | $49.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 744 | $54.3K | 0.01% | +254+51.8% | Added |
| USA Financial Formulas | 774 | $56.5K | 0.01% | +774 | New |
| GAMMA Investing LLC | 803 | $58.6K | 0.00% | +117+17.1% | Added |
| Los Angeles Capital Management LLC | 1,010 | $73.7K | 0.00% | +804+390.3% | Added |
| SRS Capital Advisors, Inc. | 1,133 | $82.7K | 0.00% | +951+522.5% | Added |
| Advisor Group Holdings, Inc. | 1,220 | $89.0K | 0.00% | +507+71.1% | Added |
| The PNC Financial Services Group, Inc. | 1,257 | $91.7K | 0.00% | −233−15.6% | Reduced |
| Versant Capital Management, Inc | 1,333 | $97.3K | 0.01% | +993+292.1% | Added |
| Bayforest Capital Ltd | 1,367 | $99.8K | 0.09% | −5,322−79.6% | Reduced |
| Parallel Advisors, LLC | 1,376 | $100.4K | 0.00% | +23+1.7% | Added |
| Costello Asset Management, INC | 1,400 | $102.2K | 0.03% | 00.0% | Unchanged |
