| HHM Wealth Advisors, LLC | 40 | $10.4K | 0.00% | −24−37.5% | Reduced |
| Vision Financial Markets LLC | 42 | $11.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 42 | $11.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 44 | $11.0K | 0.00% | −6,206−99.3% | Reduced |
| Activest Wealth Management | 43 | $11.2K | 0.00% | +3+7.5% | Added |
| Keating Financial Advisory Services, Inc. | 44 | $11.5K | 0.00% | +44 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 45 | $11.8K | 0.00% | +45 | New |
| Laurel Wealth Advisors LLC | 46 | $12.0K | 0.00% | +46 | New |
| First Horizon Corp | 48 | $12.5K | 0.00% | −35−42.2% | Reduced |
| Ares Financial Consulting, LLC | 48 | $12.5K | 0.01% | +48 | New |
| HighMark Wealth Management LLC | 50 | $13.1K | 0.01% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 50 | $13.1K | 0.01% | +50 | New |
| Transamerica Financial Advisors, Inc. | 52 | $13.5K | 0.00% | +40+333.3% | Added |
| Westside Investment Management, Inc. | 53 | $14.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 57 | $14.9K | 0.00% | +8+16.3% | Added |
| CVA Family Office, LLC | 59 | $15.4K | 0.00% | +2+3.5% | Added |
| Creative Financial Designs Inc | 60 | $15.7K | 0.00% | +60 | New |
| Monetary Solutions, Ltd | 65 | $17.0K | 0.02% | +65 | New |
| Rossby Financial, LCC | 67 | $17.5K | 0.01% | +61+1,016.7% | Added |
| Armstrong Advisory Group, Inc | 67 | $17.5K | 0.00% | −30−30.9% | Reduced |
| Bruce G. Allen Investments, LLC | 68 | $17.8K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 69 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 70 | $18.3K | 0.01% | +70 | New |
| ORG Partners LLC | 72 | $18.8K | 0.00% | +7+10.8% | Added |
| Wellington-Altus USA Inc. | 72 | $18.8K | 0.01% | +72 | New |
| JFS Wealth Advisors, LLC | 73 | $19.1K | 0.00% | +22+43.1% | Added |
| Farmers & Merchants Investments Inc | 74 | $19.3K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 75 | $19.6K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 75 | $19.6K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 83 | $21.7K | 0.01% | +8+10.7% | Added |
| Sittner & Nelson, LLC | 100 | $21.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 84 | $21.9K | 0.00% | +29+52.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 87 | $22.7K | 0.00% | +87 | New |
| Private Wealth Asset Management, LLC | 90 | $23.5K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 94 | $24.6K | 0.01% | 00.0% | Unchanged |
| Reflection Asset Management | 98 | $25.6K | 0.02% | +98 | New |
| Bryn Mawr Trust Co | 100 | $26.1K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $26.1K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 100 | $26.1K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $26.1K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 100 | $26.1K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 100 | $26.1K | 0.01% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 100 | $26.1K | 0.01% | +100 | New |
| Larson Financial Group LLC | 102 | $26.6K | 0.00% | +55+117.0% | Added |
| Covestor Ltd | 100 | $27.0K | 0.01% | +1+1.0% | Added |
| Costello Asset Management, INC | 110 | $28.7K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 111 | $29.0K | 0.00% | +2+1.8% | Added |
| Elyxium Wealth, LLC | 113 | $29.5K | 0.01% | +113 | New |
| Essential Partners LLC | 115 | $30.0K | 0.01% | +115 | New |
| MV Capital Management, Inc. | 115 | $30.0K | 0.00% | +1+0.9% | Added |
| First Pacific Financial | 122 | $31.9K | 0.00% | −125−50.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 127 | $34.1K | 0.00% | −5−3.8% | Reduced |
| State of Wyoming | 139 | $36.3K | 0.00% | −277−66.6% | Reduced |
| Grove Bank & Trust | 139 | $36.3K | 0.00% | +7+5.3% | Added |
| Atlantic Trust, LLC | 146 | $38.1K | 0.01% | −10−6.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 150 | $39.2K | 0.00% | 00.0% | Unchanged |
| DV Equities, LLC | 153 | $40.0K | 0.01% | +153 | New |
| SageView Advisory Group, LLC | 156 | $40.8K | 0.00% | +156 | New |
| Clear Street Markets LLC | 160 | $41.8K | 0.01% | −26−14.0% | Reduced |
| TD Private Client Wealth LLC | 160 | $41.8K | 0.00% | +3+1.9% | Added |
| Flagship Harbor Advisors, LLC | 170 | $44.4K | 0.00% | −2,158−92.7% | Reduced |
| SRS Capital Advisors, Inc. | 175 | $45.7K | 0.00% | −92−34.5% | Reduced |
| Rothschild Investment LLC | 178 | $46.5K | 0.00% | +121+212.3% | Added |
| Torren Management, LLC | 179 | $46.8K | 0.02% | +179 | New |
| Aster Capital Management (DIFC) Ltd | 188 | $49.1K | 0.02% | +188 | New |
| USCF Advisers LLC | 200 | $52.2K | 9.93% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $52.2K | 0.02% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 200 | $52.2K | 0.03% | 00.0% | Unchanged |
| WealthCollab, LLC | 201 | $52.5K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 204 | $53.3K | 0.00% | +60+41.7% | Added |
| HM Payson & Co | 205 | $53.6K | 0.00% | +134+188.7% | Added |
| Godfrey Financial Associates, Inc. | 206 | $53.8K | 0.05% | +206 | New |
| Financial Avengers, Inc. | 225 | $58.8K | 0.02% | −11−4.7% | Reduced |
| Zions Bancorporation, National Association | 233 | $60.9K | 0.00% | +88+60.7% | Added |
| Sentry Investment Management LLC | 232 | $61.0K | 0.04% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 245 | $64.0K | 0.03% | +9+3.8% | Added |
| Rakuten Securities, Inc. | 271 | $70.8K | 0.02% | +68+33.5% | Added |
| Ronald Blue Trust, Inc. | 271 | $70.8K | 0.00% | −4−1.5% | Reduced |
| Root Financial Partners, LLC | 292 | $76.3K | 0.00% | +45+18.2% | Added |
| CGC Financial Services, LLC | 300 | $78.4K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 300 | $78.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 299 | $79.0K | 0.00% | +17+6.0% | Added |
| CoreFirst Bank & Trust | 305 | $79.7K | 0.04% | 00.0% | Unchanged |
| Onefund, LLC | 310 | $81.0K | 0.05% | +18+6.2% | Added |
| SBI Okasan Asset Management Co.Ltd. | 305 | $81.8K | 0.00% | +305 | New |
| Asset Dedication, LLC | 315 | $82.3K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 355 | $86.5K | 0.00% | +19+5.7% | Added |
| Colonial Trust Advisors | 335 | $87.5K | 0.01% | +20+6.3% | Added |
| Manchester Capital Management LLC | 337 | $88.0K | 0.01% | +83+32.7% | Added |
| Abound Financial, LLC | 338 | $88.3K | 0.03% | +338 | New |
| Cromwell Holdings LLC | 367 | $95.9K | 0.05% | +50+15.8% | Added |
| Evelyn Partners Investment Management Services Ltd | 371 | $96.9K | 0.01% | +10+2.8% | Added |
| Banque de Luxembourg S.A. | 379 | $99.0K | 0.05% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 393 | $102.7K | 0.05% | −307−43.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 410 | $107.1K | 0.03% | +410 | New |
| DJE Kapital AG | 415 | $108.4K | 0.00% | +415 | New |
| Sunbelt Securities, Inc. | 430 | $112.3K | 0.01% | −775−64.3% | Reduced |
| Montag A & Associates Inc | 440 | $114.9K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 500 | $117.3K | 0.16% | 00.0% | Unchanged |
| Financial Consulate, Inc | 450 | $117.6K | 0.02% | 00.0% | Unchanged |
