| Country Trust Bank | 1 | $194 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $194 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2 | $388 | 0.00% | +2 | New |
| Ancora Advisors, LLC | 2 | $388 | 0.00% | +2 | New |
| First Personal Financial Services | 2 | $388 | 0.00% | +2 | New |
| NVWM, LLC | 2 | $388 | 0.00% | +2 | New |
| JDM Financial Group LLC | 3 | $582 | 0.00% | +3 | New |
| West Paces Advisors Inc. | 4 | $775 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 4 | $775 | 0.00% | +4 | New |
| Pineridge Advisors LLC | 5 | $969 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 6 | $1.16K | 0.00% | +6 | New |
| Manchester Capital Management LLC | 8 | $1.55K | 0.00% | −986−99.2% | Reduced |
| Claris Advisors, LLC | 8 | $1.55K | 0.00% | +8 | New |
| Trust Co of Vermont | 9 | $1.75K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 10 | $1.94K | 0.00% | +10 | New |
| Carmichael Hill & Associates, Inc. | 10 | $1.94K | 0.00% | +10 | New |
| Beacon Capital Management, LLC | 10 | $1.94K | 0.00% | +10 | New |
| Winthrop Capital Management, LLC | 8 | $2.00K | 0.00% | −2−20.0% | Reduced |
| Quest Partners LLC | 11 | $2.13K | 0.00% | −3,945−99.7% | Reduced |
| Hexagon Capital Partners LLC | 11 | $2.13K | 0.00% | −27−71.1% | Reduced |
| Eagle Bay Advisors LLC | 14 | $2.71K | 0.00% | −19−57.6% | Reduced |
| Fortitude Family Office, LLC | 15 | $2.91K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 15 | $2.91K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $3.26K | 0.00% | +3+18.8% | Added |
| Dunhill Financial, LLC | 17 | $3.33K | 0.00% | +15+750.0% | Added |
| Creekmur Asset Management LLC | 18 | $3.49K | 0.00% | −32−64.0% | Reduced |
| Raleigh Capital Management Inc. | 18 | $3.49K | 0.00% | +10+125.0% | Added |
| Colonial Trust Co | 18 | $3.58K | 0.00% | +18 | New |
| Macroview Investment Management LLC | 19 | $3.68K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 22 | $4.26K | 0.00% | −7−24.1% | Reduced |
| Pinnacle Bancorp, Inc. | 24 | $4.65K | 0.00% | −15−38.5% | Reduced |
| Sachetta, LLC | 25 | $4.85K | 0.00% | +16+177.8% | Added |
| Motco | 25 | $4.85K | 0.00% | +25 | New |
| Financial Management Professionals, Inc. | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 28 | $5.43K | 0.00% | +10+55.6% | Added |
| Bruce G. Allen Investments, LLC | 28 | $5.43K | 0.00% | +21+300.0% | Added |
| Washington Trust Advisors, Inc. | 31 | $6.01K | 0.00% | +31 | New |
| First Financial Corp | 31 | $6.01K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 34 | $6.59K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 34 | $6.59K | 0.00% | +22+183.3% | Added |
| DiNuzzo Private Wealth, Inc. | 35 | $6.79K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 42 | $7.00K | 0.00% | +42 | New |
| Prestige Wealth Management Group LLC | 37 | $7.17K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 37 | $7.17K | 0.00% | +37 | New |
| Kozak & Associates, Inc. | 40 | $7.93K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 42 | $8.00K | 0.00% | +9+27.3% | Added |
| Carolinas Wealth Consulting LLC | 43 | $8.34K | 0.00% | +43 | New |
| SJS Investment Consulting Inc. | 44 | $8.53K | 0.00% | −5−10.2% | Reduced |
| Dudley Capital Management, LLC | 45 | $8.72K | 0.00% | +45 | New |
| Naples Money Management LLC | 46 | $8.92K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 47 | $9.11K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 49 | $9.50K | 0.01% | +44+880.0% | Added |
| Pittenger & Anderson Inc | 50 | $9.69K | 0.00% | +50 | New |
| Capital Advisors, Ltd. LLC | 54 | $10.0K | 0.00% | +4+8.0% | Added |
| Davidson Capital Management Inc. | 53 | $10.3K | 0.00% | +14+35.9% | Added |
| Zions Bancorporation, N.A. | 54 | $10.5K | 0.00% | +39+260.0% | Added |
| LRI Investments, LLC | 58 | $10.5K | 0.00% | +22+61.1% | Added |
| Legacy Investment Solutions, LLC | 59 | $10.6K | 0.01% | +59 | New |
| Legacy Wealth Managment, LLC | 59 | $10.6K | 0.01% | +59 | New |
| Ashton Thomas Securities, LLC | 56 | $10.9K | 0.00% | +56 | New |
| Venturi Wealth Management, LLC | 56 | $10.9K | 0.00% | −15−21.1% | Reduced |
| Frazier Financial Advisors, LLC | 58 | $11.2K | 0.01% | −109−65.3% | Reduced |
| True Wealth Design, LLC | 58 | $11.2K | 0.00% | +47+427.3% | Added |
| North Star Investment Management Corp. | 60 | $11.6K | 0.00% | +60 | New |
| Valued Wealth Advisors LLC | 61 | $11.8K | 0.01% | +4+7.0% | Added |
| GW&K Investment Management, LLC | 62 | $12.0K | 0.00% | +13+26.5% | Added |
| Sandy Spring Bank | 63 | $12.2K | 0.00% | −48−43.2% | Reduced |
| Farmers & Merchants Investments Inc | 78 | $15.1K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 83 | $16.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 84 | $16.3K | 0.00% | +71+546.2% | Added |
| Private Wealth Management Group, LLC | 84 | $16.3K | 0.01% | +34+68.0% | Added |
| Rise Advisors, LLC | 88 | $17.1K | 0.01% | +9+11.4% | Added |
| Concord Wealth Partners | 90 | $17.4K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $19.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 110 | $21.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 110 | $21.3K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 120 | $23.3K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 122 | $23.7K | 0.01% | −33−21.3% | Reduced |
| Clearstead Advisors, LLC | 123 | $23.8K | 0.00% | +23+23.0% | Added |
| Westside Investment Management, Inc. | 150 | $23.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 138 | $26.8K | 0.00% | +12+9.5% | Added |
| Versant Capital Management, Inc | 140 | $27.1K | 0.01% | +76+118.8% | Added |
| Skopos Labs, Inc. | 142 | $27.5K | 0.01% | +142 | New |
| JFS Wealth Advisors, LLC | 145 | $28.1K | 0.00% | +3+2.1% | Added |
| Armstrong Advisory Group, Inc | 155 | $30.0K | 0.00% | +155 | New |
| FIL Ltd | 156 | $30.2K | 0.00% | +156 | New |
| Plato Investment Management Ltd | 176 | $34.1K | 0.00% | −3,877−95.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 181 | $35.1K | 0.00% | +181 | New |
| Rosenberg Matthew Hamilton | 188 | $36.4K | 0.01% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 200 | $38.8K | 0.01% | +200 | New |
| Parkside Financial Bank & Trust | 201 | $39.0K | 0.01% | +47+30.5% | Added |
| WR Wealth Planners, LLC | 203 | $39.4K | 0.01% | +40+24.5% | Added |
| Harbour Investments, Inc. | 213 | $41.3K | 0.00% | +3+1.4% | Added |
| FinTrust Capital Advisors, LLC | 216 | $41.9K | 0.01% | −39−15.3% | Reduced |
| Brown Brothers Harriman & Co | 235 | $45.6K | 0.00% | +235 | New |
| FWL Investment Management, LLC | 239 | $46.3K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 249 | $48.3K | 0.12% | 00.0% | Unchanged |
| Quarry LP | 250 | $48.5K | 0.01% | −200−44.4% | Reduced |
| Friedenthal Financial | 257 | $49.8K | 0.03% | +257 | New |
| Bell Investment Advisors, Inc | 260 | $50.4K | 0.01% | −2−0.8% | Reduced |