| Evolution Advisers, Inc. | 24 | $0 | 0.00% | +24 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 1 | $37 | 0.00% | −2−66.7% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $38 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 2 | $74 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $112 | 0.00% | +3 | New |
| Davis Capital Management | 5 | $185 | 0.00% | +5 | New |
| LRI Investments, LLC | 6 | $222 | 0.00% | +6 | New |
| TD Capital Management LLC | 8 | $296 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 8 | $296 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 9 | $334 | 0.00% | −7−43.8% | Reduced |
| IFP Advisors, Inc | 11 | $407 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $444 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 13 | $482 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $519 | 0.00% | +7+100.0% | Added |
| McGuire Capital Advisors Inc | 15 | $555 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $555 | 0.00% | +1+7.1% | Added |
| Ankerstar Wealth, LLC | 16 | $592 | 0.00% | −2−11.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $593 | 0.00% | −2−11.1% | Reduced |
| Essential Partners LLC | 17 | $629 | 0.00% | +15+750.0% | Added |
| Hughes Financial Services, LLC | 19 | $703 | 0.00% | −6−24.0% | Reduced |
| SJS Investment Consulting Inc. | 20 | $741 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 22 | $814 | 0.00% | +22 | New |
| Bell Investment Advisors, Inc | 24 | $889 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 24 | $889 | 0.00% | +13+118.2% | Added |
| Caitong International Asset Management Co., Ltd | 25 | $925 | 0.00% | −13−34.2% | Reduced |
| Kilter Group LLC | 32 | $1.19K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 34 | $1.26K | 0.00% | +34 | New |
| UMA Financial Services, Inc. | 39 | $1.44K | 0.00% | +39 | New |
| Ronald Blue Trust, Inc. | 41 | $1.52K | 0.00% | −52−55.9% | Reduced |
| Action Point Financial Planning, LLC | 45 | $1.63K | 0.00% | +45 | New |
| Brown, Lisle/Cummings, Inc. | 49 | $1.81K | 0.00% | −7−12.5% | Reduced |
| Global Retirement Partners, LLC | 53 | $1.96K | 0.00% | +53 | New |
| Manchester Capital Management LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 57 | $2.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 60 | $2.22K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 66 | $2.44K | 0.00% | −83−55.7% | Reduced |
| RMG Wealth Management LLC | 76 | $2.52K | 0.00% | +76 | New |
| Arlington Trust Co LLC | 70 | $2.59K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 81 | $3.00K | 0.00% | −19−19.0% | Reduced |
| Fulcrum Asset Management LLP | 80 | $3.03K | 0.00% | +80 | New |
| Silver Grove Financial Group, Inc. | 85 | $3.15K | 0.00% | +85 | New |
| JFS Wealth Advisors, LLC | 89 | $3.29K | 0.00% | +6+7.2% | Added |
| Country Trust Bank | 90 | $3.33K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 114 | $4.22K | 0.00% | +114 | New |
| Massmutual Trust Co FSB | 121 | $4.48K | 0.00% | +20+19.8% | Added |
| Torren Management, LLC | 140 | $5.18K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 145 | $5.37K | 0.00% | +86+145.8% | Added |
| Prestige Wealth Management Group LLC | 150 | $5.55K | 0.00% | +11+7.9% | Added |
| Parkside Financial Bank & Trust | 154 | $5.70K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 160 | $5.92K | 0.00% | +160 | New |
| EverSource Wealth Advisors, LLC | 161 | $5.96K | 0.00% | −924−85.2% | Reduced |
| Rothschild Investment LLC | 169 | $6.25K | 0.00% | +20+13.4% | Added |
| South State Corp. | 174 | $6.44K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 203 | $7.51K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 217 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 236 | $8.74K | 0.00% | +118+100.0% | Added |
| Bare Financial Services, Inc | 322 | $11.9K | 0.00% | +75+30.4% | Added |
| Private Trust Co NA | 341 | $12.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 350 | $13.0K | 0.00% | −26−6.9% | Reduced |
| Los Angeles Capital Management LLC | 393 | $14.5K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 502 | $18.6K | 0.00% | +57+12.8% | Added |
| Harbour Investments, Inc. | 505 | $18.7K | 0.00% | +1+0.2% | Added |
| Umb Bank N A | 508 | $18.8K | 0.00% | −6−1.2% | Reduced |
| Larson Financial Group LLC | 513 | $19.0K | 0.00% | −407−44.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 550 | $20.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 683 | $25.3K | 0.00% | −97−12.4% | Reduced |
| Nomura Asset Management Co Ltd | 750 | $27.8K | 0.00% | −1,080−59.0% | Reduced |
| JPL Wealth Management, LLC | 780 | $28.9K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 870 | $32.2K | 0.00% | +828+1,971.4% | Added |
| Keating Financial Advisory Services, Inc. | 907 | $33.6K | 0.00% | +504+125.1% | Added |
| Hantz Financial Services, Inc. | 959 | $35.0K | 0.00% | +583+155.1% | Added |
| Huntington National Bank | 974 | $36.0K | 0.00% | +647+197.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,037 | $38.4K | 0.00% | +1,037 | New |
| Salomon & Ludwin, LLC | 1,120 | $41.5K | 0.00% | +439+64.5% | Added |
| SBI Securities Co., Ltd. | 1,131 | $41.9K | 0.00% | −209−15.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,136 | $42.0K | 0.01% | +1,136 | New |
| TD Waterhouse Canada Inc. | 1,340 | $49.7K | 0.00% | +1,095+446.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,401 | $51.9K | 0.00% | −379−21.3% | Reduced |
| Assetmark, Inc | 1,543 | $57.1K | 0.00% | +131+9.3% | Added |
| Nykredit A/S | 1,584 | $58.6K | 0.00% | +1,584 | New |
| Strengthening Families & Communities, LLC | 1,618 | $59.9K | 0.01% | +2+0.1% | Added |
| Hoey Investments, Inc | 1,668 | $61.7K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,022 | $74.8K | 0.00% | −1,289−38.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,124 | $78.6K | 0.01% | −27−1.3% | Reduced |
| Ameliora Wealth Management Ltd. | 2,145 | $79.4K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,257 | $83.5K | 0.00% | +1,047+86.5% | Added |
| Farther Finance Advisors, LLC | 2,280 | $84.4K | 0.00% | −535−19.0% | Reduced |
| Smartleaf Asset Management LLC | 2,296 | $87.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,613 | $96.7K | 0.00% | +25+1.0% | Added |
| Versant Capital Management, Inc | 2,730 | $101.0K | 0.01% | +383+16.3% | Added |
| Parallel Advisors, LLC | 2,845 | $105.3K | 0.00% | −462−14.0% | Reduced |
| CWM Advisors, LLC | 2,905 | $107.5K | 0.00% | −12,093−80.6% | Reduced |
| KBC Group NV | 3,247 | $120.0K | 0.00% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 3,593 | $136.1K | 0.00% | −5,907−62.2% | Reduced |
| Clearstead Advisors, LLC | 4,100 | $151.7K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 4,340 | $160.6K | 0.03% | +4,340 | New |
| Quantbot Technologies LP | 4,353 | $161.1K | 0.01% | +1,355+45.2% | Added |
| Northwestern Mutual Wealth Management Co | 4,374 | $161.9K | 0.00% | +4,203+2,457.9% | Added |
| Bartlett & Co. Wealth Management LLC | 5,290 | $195.8K | 0.00% | 00.0% | Unchanged |
