| USA Financial Portformulas Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Iron Horse Wealth Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Steward Financial Group LLC | 10 | $0 | 0.00% | +10 | New |
| Old North State Trust, LLC | 6 | $443 | 0.41% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $718 | 0.00% | +9 | New |
| Laffer Tengler Investments | 10 | $847 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 11 | $878 | 0.00% | +11 | New |
| Lee Financial Co | 12 | $1.00K | 0.00% | +12 | New |
| Lumature Wealth Partners, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Exane Derivatives | 24 | $1.92K | 0.00% | −2,716−99.1% | Reduced |
| PrairieView Partners, LLC | 24 | $2.00K | 0.00% | −250−91.2% | Reduced |
| Loomis Sayles & Co L P | 22 | $2.00K | 0.00% | −14−38.9% | Reduced |
| Atlas Capital Advisors LLC | 28 | $2.23K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 34 | $3.00K | 0.00% | +15+78.9% | Added |
| Heritage Financial Services, LLC | 38 | $3.00K | 0.00% | +38 | New |
| TFC Financial Management | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 50 | $4.00K | 0.00% | +50 | New |
| Estabrook Capital Management | 52 | $4.15K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 68 | $5.00K | 0.00% | −17−20.0% | Reduced |
| Baldwin Brothers Inc | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 67 | $5.35K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 80 | $6.00K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 73 | $6.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 81 | $6.00K | 0.00% | +9+12.5% | Added |
| Antonetti Capital Management LLC | 92 | $7.00K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 90 | $7.00K | 0.00% | +90 | New |
| RWM Asset Management, LLC | 105 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 100 | $8.00K | 0.00% | +100 | New |
| Maryland Capital Advisors Inc. | 100 | $8.00K | 0.01% | +100 | New |
| Centerpoint Advisors, LLC | 110 | $9.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 115 | $9.00K | 0.00% | +65+130.0% | Added |
| WFA of San Diego, LLC | 113 | $9.00K | 0.01% | +113 | New |
| Better Money Decisions, LLC | 117 | $9.00K | 0.01% | +117 | New |
| Mascoma Wealth Management LLC | 125 | $10.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 127 | $10.0K | 0.00% | +127 | New |
| Wagner Wealth Management, LLC | 120 | $10.0K | 0.01% | +120 | New |
| American National Bank | 138 | $11.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 133 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 144 | $11.0K | 0.00% | +144 | New |
| Fairfield Financial Advisors, LTD | 145 | $11.6K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 147 | $11.7K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 149 | $11.9K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 147 | $12.0K | 0.01% | −496−77.1% | Reduced |
| American Research & Management Co. | 166 | $13.0K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 167 | $13.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 169 | $13.0K | 0.01% | +19+12.7% | Added |
| Eagle Bay Advisors LLC | 174 | $13.9K | 0.01% | +174 | New |
| JJJ Advisors Inc. | 173 | $14.0K | 0.00% | −48−21.7% | Reduced |
| Stephens Consulting, LLC | 177 | $14.1K | 0.01% | +31+21.2% | Added |
| Siena Capital LLC | 186 | $15.0K | 0.01% | −42−18.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 200 | $16.0K | 0.00% | −226−53.1% | Reduced |
| Winch Advisory Services, LLC | 198 | $16.0K | 0.01% | +1+0.5% | Added |
| First PREMIER Bank | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 201 | $16.0K | 0.00% | −2−1.0% | Reduced |
| RE Dickinson Investment Advisors, LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 213 | $17.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 207 | $17.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 218 | $17.0K | 0.01% | +218 | New |
| Kelly Financial Services LLC | 215 | $17.2K | 0.01% | +2+0.9% | Added |
| Bellevue Asset Management, LLC | 253 | $20.0K | 0.01% | +1+0.4% | Added |
| Accel Wealth Management | 252 | $20.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 245 | $20.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 249 | $20.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 245 | $20.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 267 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 266 | $21.0K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 264 | $21.0K | 0.02% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 280 | $22.0K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 278 | $22.0K | 0.01% | +13+4.9% | Added |
| FSC Wealth Advisors, LLC | 274 | $22.0K | 0.19% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 290 | $23.0K | 0.02% | 00.0% | Unchanged |
| New England Asset Management Inc | 300 | $24.0K | 0.00% | −325−52.0% | Reduced |
| Ellis Investment Partners, LLC | 305 | $24.0K | 0.01% | +3+1.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 312 | $25.0K | 0.01% | +41+15.1% | Added |
| McIlrath & Eck, LLC | 325 | $26.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 320 | $26.0K | 0.00% | +3+0.9% | Added |
| Disciplined Investments, LLC | 322 | $26.0K | 0.01% | +6+1.9% | Added |
| Sit Investment Associates Inc | 349 | $28.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 371 | $30.0K | 0.01% | +351+1,755.0% | Added |
| Halpern Financial, Inc. | 381 | $30.4K | 0.01% | +125+48.8% | Added |
| West Bancorporation Inc | 385 | $31.0K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 385 | $31.0K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 399 | $32.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 400 | $32.0K | 0.02% | 00.0% | Unchanged |