| Pinnacle Bancorp, Inc. | 220 | $32.0K | 0.01% | −45−17.0% | Reduced |
| Salomon & Ludwin, LLC | 206 | $31.2K | 0.00% | +206 | New |
| St Germain D J Co Inc | 213 | $31.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 209 | $30.4K | 0.01% | −27−11.4% | Reduced |
| Tompkins Financial Corp | 209 | $30.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 204 | $29.7K | 0.00% | +104+104.0% | Added |
| Assetmark, Inc | 200 | $29.1K | 0.00% | +67+50.4% | Added |
| Daiwa Securities Group Inc. | 200 | $29.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 195 | $28.4K | 0.00% | +195 | New |
| Covestor Ltd | 185 | $27.0K | 0.01% | −1−0.5% | Reduced |
| Inlight Wealth Management, LLC | 175 | $25.5K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 171 | $24.9K | 0.00% | +171 | New |
| Capital Advisors, Ltd. LLC | 161 | $23.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 157 | $22.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 151 | $22.0K | 0.00% | +9+6.3% | Added |
| Brown, Lisle/Cummings, Inc. | 150 | $21.9K | 0.01% | −50−25.0% | Reduced |
| Private Wealth Management Group, LLC | 146 | $21.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 140 | $20.4K | 0.00% | +103+278.4% | Added |
| Farmers & Merchants Investments Inc | 123 | $17.9K | 0.00% | +7+6.0% | Added |
| Rakuten Securities, Inc. | 109 | $15.9K | 0.01% | +102+1,457.1% | Added |
| Truvestments Capital LLC | 106 | $15.4K | 0.00% | +106 | New |
| Bell Investment Advisors, Inc | 103 | $15.0K | 0.00% | −36−25.9% | Reduced |
| Sofos Investments, Inc. | 100 | $14.6K | 0.00% | +100 | New |
| REAP Financial Group, LLC | 100 | $14.6K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 97 | $14.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 87 | $12.7K | 0.00% | +87 | New |
| Glass Jacobson Investment Advisors llc | 86 | $12.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 76 | $11.1K | 0.00% | +64+533.3% | Added |
| T. Rowe Price Investment Management, Inc. | 64 | $10.0K | 0.00% | +64 | New |
| Hoey Investments, Inc | 65 | $9.47K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 62 | $9.03K | 0.00% | +62 | New |
| Princeton Global Asset Management LLC | 56 | $8.16K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 56 | $8.16K | 0.00% | +17+43.6% | Added |
| Murphy & Mullick Capital Management Corp | 42 | $7.94K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 53 | $7.72K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 51 | $7.43K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 47 | $6.85K | 0.00% | +47 | New |
| Wealth Watch Advisors, INC | 45 | $6.55K | 0.00% | +45 | New |
| Sachetta, LLC | 41 | $5.97K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $5.83K | 0.00% | +10+33.3% | Added |
| Boreal Capital Management LLC | 39 | $5.68K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 37 | $5.39K | 0.00% | +37 | New |
| Whittier Trust Co of Nevada Inc | 27 | $4.09K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 25 | $3.64K | 0.00% | +25 | New |
| Horizon Investments, LLC | 24 | $3.50K | 0.00% | +24 | New |
| Hughes Financial Services, LLC | 16 | $3.34K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 22 | $3.21K | 0.00% | +22 | New |
| High Note Wealth, LLC | 22 | $3.21K | 0.00% | −1−4.3% | Reduced |
| Avion Wealth | 22 | $3.00K | 0.00% | +10+83.3% | Added |
| South State Corp. | 19 | $2.77K | 0.00% | −15−44.1% | Reduced |
| Marquette Asset Management, LLC | 19 | $2.77K | 0.00% | +19 | New |
| Retirement Wealth Solutions LLC | 19 | $2.77K | 0.00% | +19 | New |
| Spire Wealth Management | 18 | $2.62K | 0.00% | +1+5.9% | Added |
| Abound Wealth Management | 17 | $2.48K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 17 | $2.48K | 0.00% | +12+240.0% | Added |
| Darwin Advisors, LLC | 17 | $2.48K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $2.19K | 0.00% | +6+66.7% | Added |
| Heartwood Wealth Advisors LLC | 15 | $2.19K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $2.16K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $2.04K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $2.00K | 0.00% | +17 | New |
| Cromwell Holdings LLC | 12 | $1.75K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $1.75K | 0.00% | +12 | New |
| Principia Wealth Advisory, LLC | 11 | $1.60K | 0.00% | −1−8.3% | Reduced |
| WPG Advisers, LLC | 11 | $1.60K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $1.31K | 0.00% | +4+80.0% | Added |
| CVA Family Office, LLC | 9 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $1.31K | 0.00% | +3+50.0% | Added |
| ZRC Wealth Management, LLC | 8 | $1.17K | 0.00% | +8 | New |
| Montag A & Associates Inc | 7 | $1.07K | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 7 | $1.02K | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 5 | $945 | 0.00% | +1+25.0% | Added |
| Tortoise Investment Management, LLC | 6 | $874 | 0.00% | +3+100.0% | Added |
| American Capital Advisory, LLC | 5 | $729 | 0.00% | −2−28.6% | Reduced |
| MCF Advisors LLC | 5 | $729 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $729 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $728 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 4 | $607 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4 | $583 | 0.00% | −84−95.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 4 | $583 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 3 | $438 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $437 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $303 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2 | $291 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 1 | $146 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 1 | $146 | 0.00% | +1 | New |
| Woodline Partners LP | 0 | $0 | 0.00% | −434,502−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −404,735−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −283,025−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −139,622−100.0% | Sold out |
| DDD Partners, LLC | 0 | $0 | 0.00% | −113,135−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Westerly Capital Management, LLC | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −101,808−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −95,865−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −73,076−100.0% | Sold out |