| Crossmark Global Holdings, Inc. | 1,811 | $202.9K | 0.00% | +132+7.9% | Added |
| Citizens & Northern Corp | 1,800 | $201.6K | 0.05% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,800 | $201.6K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,800 | $201.6K | 0.12% | 00.0% | Unchanged |
| Safir Wealth Advisors, LLC | 1,800 | $201.6K | 0.13% | 00.0% | Unchanged |
| State of Wyoming | 1,780 | $199.8K | 0.02% | +1,780 | New |
| Siemens Fonds Invest GmbH | 1,224 | $194.9K | 0.01% | −881−41.9% | Reduced |
| Jones Financial Companies LLLP | 1,657 | $187.6K | 0.00% | +349+26.7% | Added |
| Basecamp Wealth Advisors LLC | 1,425 | $159.7K | 0.03% | −9−0.6% | Reduced |
| Atlantic Union Bankshares Corp | 1,358 | $152.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,311 | $146.9K | 0.00% | +129+10.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,300 | $145.8K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,300 | $145.6K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,291 | $144.6K | 0.00% | +1,291 | New |
| Cromwell Holdings LLC | 1,141 | $128.5K | 0.06% | 00.0% | Unchanged |
| Corient IA LLC | 1,100 | $123.2K | 0.11% | −2,220−66.9% | Reduced |
| Eastern Bank | 1,000 | $112.0K | 0.00% | +500+100.0% | Added |
| CoreCap Advisors, LLC | 954 | $106.9K | 0.00% | +162+20.5% | Added |
| SRS Capital Advisors, Inc. | 879 | $98.5K | 0.00% | +232+35.9% | Added |
| SHP Wealth Management | 873 | $97.8K | 0.01% | +5+0.6% | Added |
| Tacita Capital Inc | 856 | $95.9K | 0.05% | −171−16.7% | Reduced |
| Washington Trust Advisors, Inc. | 780 | $87.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 735 | $82.4K | 0.00% | +2+0.3% | Added |
| Assetmark, Inc | 657 | $73.6K | 0.00% | −8−1.2% | Reduced |
| Evelyn Partners Group Ltd | 630 | $70.7K | 0.00% | +630 | New |
| Steward Partners Investment Advisory, LLC | 619 | $69.3K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 600 | $67.2K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 575 | $64.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 551 | $62.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 502 | $56.2K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 500 | $56.0K | 0.03% | +500 | New |
| Winch Advisory Services, LLC | 430 | $48.1K | 0.01% | +2+0.5% | Added |
| Westside Investment Management, Inc. | 426 | $47.7K | 0.01% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 281 | $44.8K | 0.00% | +281 | New |
| Transamerica Financial Advisors, Inc. | 376 | $42.4K | 0.00% | +45+13.6% | Added |
| Massmutual Trust Co FSB | 348 | $39.0K | 0.00% | +3+0.9% | Added |
| WealthCollab, LLC | 328 | $36.7K | 0.01% | −19−5.5% | Reduced |
| Wellington-Altus USA Inc. | 266 | $34.8K | 0.03% | −66−19.9% | Reduced |
| Walleye Capital LLC | 310 | $34.7K | 0.00% | +310 | New |
| McMillan Office, Inc. | 300 | $33.6K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 300 | $33.6K | 0.01% | +300 | New |
| Global Retirement Partners, LLC | 300 | $33.6K | 0.00% | +300 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $33.6K | 0.01% | −240−44.4% | Reduced |
| Harbour Investments, Inc. | 287 | $32.2K | 0.00% | +38+15.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 261 | $29.3K | 0.00% | +11+4.4% | Added |
| Sawyer & Company, Inc | 222 | $24.9K | 0.01% | −140−38.7% | Reduced |
| Institute for Wealth Management, LLC. | 174 | $19.5K | 0.00% | +174 | New |
| Fifth Third Bancorp | 168 | $18.8K | 0.00% | +7+4.3% | Added |
| BNP Paribas | 162 | $18.3K | 0.00% | −438−73.0% | Reduced |
| Capital Analysts, LLC | 155 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 149 | $16.7K | 0.00% | −4−2.6% | Reduced |
| Continuum Advisory, LLC | 124 | $13.9K | 0.00% | +124 | New |
| MJT & Associates Financial Advisory Group, Inc. | 116 | $13.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 111 | $12.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 97 | $10.9K | 0.00% | −6−5.8% | Reduced |
| Asset Dedication, LLC | 89 | $9.97K | 0.00% | +89 | New |
| Action Point Financial Planning, LLC | 91 | $9.86K | 0.00% | +91 | New |
| JFS Wealth Advisors, LLC | 87 | $9.75K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 86 | $9.63K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 83 | $9.35K | 0.00% | +83 | New |
| Gen-Wealth Partners Inc | 72 | $8.06K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 68 | $7.62K | 0.00% | +7+11.5% | Added |
| Atlas Capital Advisors LLC | 64 | $7.17K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 62 | $6.95K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $6.72K | 0.00% | +60 | New |
| Mather Group, LLC. | 56 | $6.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $6.27K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 51 | $5.74K | 0.00% | +37+264.3% | Added |
| Larson Financial Group LLC | 50 | $5.60K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 45 | $5.04K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 41 | $4.59K | 0.00% | −13−24.1% | Reduced |
| Private Trust Co NA | 40 | $4.48K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 39 | $4.37K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 34 | $3.81K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 31 | $3.47K | 0.00% | +4+14.8% | Added |
| Central Trust Co | 31 | $3.47K | 0.00% | +26+520.0% | Added |
| True Wealth Design, LLC | 30 | $3.36K | 0.00% | −2−6.3% | Reduced |
| Kilter Group LLC | 30 | $3.36K | 0.00% | +10+50.0% | Added |
| Bruce G. Allen Investments, LLC | 29 | $3.25K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 29 | $3.25K | 0.00% | +29 | New |
| Manning & Napier Advisors LLC | 26 | $2.94K | 0.00% | −37,961−99.9% | Reduced |
| Abound Wealth Management | 25 | $2.81K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 25 | $2.80K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 23 | $2.58K | 0.00% | +23 | New |
| TD Private Client Wealth LLC | 23 | $2.58K | 0.00% | +23 | New |
| JNBA Financial Advisors | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 15 | $1.69K | 0.00% | +15 | New |
| Dogwood Wealth Management LLC | 15 | $1.68K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 14 | $1.57K | 0.00% | +14 | New |
| GAMMA Investing LLC | 11 | $1.23K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 6 | $1.00K | 0.00% | +6 | New |
| CKW Financial Group | 13 | $1.00K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 8 | $896 | 0.00% | +8 | New |
| Mosley Wealth Management | 8 | $896 | 0.00% | +8 | New |
| Decker Retirement Planning Inc. | 7 | $798 | 0.00% | +7 | New |
| Tower Research Capital LLC (TRC) | 7 | $784 | 0.00% | −2,693−99.7% | Reduced |
