| Evolution Advisers, Inc. | 8 | $0 | 0.00% | +8 | New |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $56 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $111 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 2 | $111 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $112 | 0.00% | −3−60.0% | Reduced |
| DecisionPoint Financial, LLC | 2 | $112 | 0.00% | +2 | New |
| Cedar Mountain Advisors, LLC | 3 | $167 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $167 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4 | $223 | 0.00% | +4 | New |
| LRI Investments, LLC | 4 | $223 | 0.00% | +4 | New |
| Quent Capital, LLC | 4 | $227 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 5 | $279 | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 8 | $446 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $558 | 0.00% | +4+66.7% | Added |
| HFM Investment Advisors, LLC | 10 | $558 | 0.00% | +5+100.0% | Added |
| Rialto Wealth Management, LLC | 11 | $614 | 0.00% | +4+57.1% | Added |
| Ankerstar Wealth, LLC | 14 | $780 | 0.00% | −1−6.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 14 | $780 | 0.00% | +1+7.7% | Added |
| Gilpin Wealth Management, LLC | 14 | $781 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 16 | $892 | 0.00% | +16 | New |
| Creative Capital Management Investments LLC | 17 | $947 | 0.00% | +17 | New |
| Plante Moran Financial Advisors, LLC | 19 | $1.06K | 0.00% | +19 | New |
| Strategic Wealth Partners, Ltd. | 21 | $1.17K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 22 | $1.23K | 0.00% | −8−26.7% | Reduced |
| JPL Wealth Management, LLC | 22 | $1.23K | 0.00% | +2+10.0% | Added |
| GHP Investment Advisors, Inc. | 22 | $1.25K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $1.50K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 40 | $2.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $2.84K | 0.00% | +17+50.0% | Added |
| Action Point Financial Planning, LLC | 56 | $2.95K | 0.00% | +56 | New |
| Farmers & Merchants Investments Inc | 55 | $3.06K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 55 | $3.06K | 0.00% | +55 | New |
| Marquette Asset Management, LLC | 59 | $3.29K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 73 | $4.07K | 0.00% | +37+102.8% | Added |
| Tradewinds Capital Management, LLC | 75 | $4.18K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 75 | $4.18K | 0.00% | +23+44.2% | Added |
| TD Private Client Wealth LLC | 81 | $4.51K | 0.00% | +11+15.7% | Added |
| Silver Grove Financial Group, Inc. | 96 | $5.35K | 0.00% | +96 | New |
| Synergy Investment Management, LLC | 104 | $6.07K | 0.00% | +104 | New |
| Picton Mahoney Asset Management | 112 | $6.24K | 0.00% | +74+194.7% | Added |
| Rakuten Securities, Inc. | 115 | $6.41K | 0.00% | +115 | New |
| Bell Investment Advisors, Inc | 123 | $6.86K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 126 | $7.02K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 132 | $7.36K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 135 | $7.53K | 0.00% | +135 | New |
| Smartleaf Asset Management LLC | 141 | $7.90K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 153 | $8.53K | 0.00% | +153 | New |
| Fortitude Family Office, LLC | 153 | $8.53K | 0.00% | +106+225.5% | Added |
| Keating Financial Advisory Services, Inc. | 154 | $8.58K | 0.00% | +8+5.5% | Added |
| Retirement Wealth Solutions LLC | 163 | $9.08K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 175 | $9.77K | 0.00% | +175 | New |
| GW&K Investment Management, LLC | 191 | $11.0K | 0.00% | +191 | New |
| Advocate Investing Services LLC | 201 | $11.2K | 0.01% | +201 | New |
| Private Wealth Management Group, LLC | 203 | $11.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 219 | $12.2K | 0.00% | +93+73.8% | Added |
| Versant Capital Management, Inc | 240 | $13.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 246 | $13.7K | 0.00% | +246 | New |
| Massmutual Trust Co FSB | 249 | $13.9K | 0.00% | +28+12.7% | Added |
| WPG Advisers, LLC | 255 | $14.2K | 0.01% | +10+4.1% | Added |
| Northwestern Mutual Wealth Management Co | 259 | $14.4K | 0.00% | +67+34.9% | Added |
| Basecamp Wealth Advisors LLC | 264 | $14.7K | 0.00% | +48+22.2% | Added |
| Rothschild Investment LLC | 298 | $16.6K | 0.00% | +29+10.8% | Added |
| Fulcrum Asset Management LLP | 298 | $16.7K | 0.00% | +298 | New |
| Pension & Wealth Management Advisors, Inc. | 301 | $16.8K | 0.00% | +301 | New |
| Optiver Holding B.V. | 322 | $17.9K | 0.00% | +322 | New |
| MCF Advisors LLC | 334 | $18.6K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 335 | $18.7K | 0.00% | −237−41.4% | Reduced |
| Bare Financial Services, Inc | 353 | $19.7K | 0.00% | +104+41.8% | Added |
| Essential Partners LLC | 376 | $21.0K | 0.01% | −417−52.6% | Reduced |
| Private Trust Co NA | 382 | $21.3K | 0.00% | −169−30.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 413 | $23.2K | 0.00% | +413 | New |
| Smithfield Trust Co | 453 | $25.0K | 0.00% | −7−1.5% | Reduced |
| Centerpoint Advisors, LLC | 456 | $25.0K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 500 | $27.9K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 500 | $28.0K | 0.00% | +500 | New |
| First Horizon Corp | 552 | $30.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 605 | $31.7K | 0.00% | −11−1.8% | Reduced |
| Umb Bank N A | 574 | $32.0K | 0.00% | +29+5.3% | Added |
| Harbour Investments, Inc. | 581 | $32.4K | 0.00% | +410+239.8% | Added |
| US Bancorp | 595 | $33.2K | 0.00% | +189+46.6% | Added |
| Brown Brothers Harriman & Co | 603 | $33.6K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 622 | $35.0K | 0.00% | +622 | New |
| Kilter Group LLC | 746 | $41.6K | 0.02% | +329+78.9% | Added |
| Parallel Advisors, LLC | 787 | $43.9K | 0.00% | +72+10.1% | Added |
| LOM Asset Management Ltd | 800 | $44.6K | 0.01% | +800 | New |
| Colonial Trust Co | 849 | $47.3K | 0.01% | +2+0.2% | Added |
| USA Financial Formulas | 894 | $49.8K | 0.01% | +894 | New |
| Morse Asset Management, Inc | 900 | $50.2K | 0.01% | +900 | New |
| Salomon & Ludwin, LLC | 940 | $52.3K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 940 | $52.4K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 957 | $53.3K | 0.00% | +957 | New |
| Steward Partners Investment Advisory, LLC | 1,025 | $57.1K | 0.00% | +9+0.9% | Added |
| Richardson Financial Services Inc. | 1,040 | $58.0K | 0.03% | +83+8.7% | Added |
| Larson Financial Group LLC | 1,060 | $59.1K | 0.00% | +400+60.6% | Added |
| Institute for Wealth Management, LLC. | 1,071 | $59.7K | 0.01% | +1,071 | New |
| Hantz Financial Services, Inc. | 1,116 | $62.0K | 0.00% | +164+17.2% | Added |