| Avion Wealth | 53 | $11.0K | 0.00% | −3−5.4% | Reduced |
| Midwest Capital Advisors, LLC | 49 | $11.0K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 49 | $11.0K | 0.00% | +18+58.1% | Added |
| Frazier Financial Advisors, LLC | 50 | $11.3K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $11.3K | 0.01% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 50 | $11.3K | 0.01% | +50 | New |
| Sachetta, LLC | 81 | $11.8K | 0.01% | +45+125.0% | Added |
| Rational Advisors LLC | 54 | $12.2K | 0.00% | +5+10.2% | Added |
| Private Wealth Management Group, LLC | 55 | $12.4K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 55 | $12.4K | 0.00% | +18+48.6% | Added |
| POM Investment Strategies, LLC | 55 | $12.4K | 0.01% | +55 | New |
| Alerus Financial NA | 56 | $12.6K | 0.00% | −59−51.3% | Reduced |
| Kilter Group LLC | 56 | $12.6K | 0.01% | +17+43.6% | Added |
| Financial Management Professionals, Inc. | 57 | $12.8K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 57 | $12.8K | 0.00% | +57 | New |
| Elyxium Wealth, LLC | 57 | $12.8K | 0.00% | +57 | New |
| Maseco LLP | 60 | $13.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 65 | $14.7K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 65 | $14.7K | 0.00% | +65 | New |
| Kemnay Advisory Services Inc. | 65 | $14.7K | 0.00% | +65 | New |
| Harbor Investment Advisory, LLC | 68 | $15.3K | 0.00% | +61+871.4% | Added |
| Salomon & Ludwin, LLC | 66 | $15.5K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 69 | $15.6K | 0.00% | +69 | New |
| Bravera Wealth | 69 | $15.6K | 0.01% | +69 | New |
| Red Tortoise LLC | 69 | $15.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 72 | $16.2K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 75 | $16.9K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 76 | $17.1K | 0.02% | +76 | New |
| GPS Wealth Strategies Group, LLC | 78 | $17.6K | 0.01% | −236−75.2% | Reduced |
| Vermillion Wealth Management, Inc. | 78 | $17.6K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 80 | $18.0K | 0.00% | +80 | New |
| Old Point Trust & Financial Services N A | 82 | $18.5K | 0.01% | +82 | New |
| Bell Investment Advisors, Inc | 84 | $18.9K | 0.00% | +30+55.6% | Added |
| Union Bancaire Privee, UBP SA | 84 | $19.1K | 0.00% | +84 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 87 | $19.6K | 0.02% | +87 | New |
| NFJ Investment Group, LLC | 91 | $20.5K | 0.00% | −29,167−99.7% | Reduced |
| Concord Wealth Partners | 95 | $21.4K | 0.00% | −164−63.3% | Reduced |
| ORG Partners LLC | 100 | $22.5K | 0.00% | +34+51.5% | Added |
| Board of the Pension Protection Fund | 100 | $22.5K | 0.02% | −1,000−90.9% | Reduced |
| Bullock Wealth Management Group | 100 | $22.5K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $22.5K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $22.5K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $22.5K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 100 | $22.5K | 0.00% | +100 | New |
| Strategic Advocates LLC | 100 | $22.8K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 108 | $24.3K | 0.01% | +108 | New |
| Colonial Trust Co | 109 | $24.6K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 111 | $25.0K | 0.01% | +111 | New |
| Bogart Wealth, LLC | 112 | $25.2K | 0.00% | −6−5.1% | Reduced |
| Global Wealth Strategies & Associates | 118 | $26.6K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 119 | $26.8K | 0.00% | +119 | New |
| Quest 10 Wealth Builders, Inc. | 120 | $27.0K | 0.02% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 120 | $27.1K | 0.02% | +120 | New |
| Farmers & Merchants Investments Inc | 122 | $27.5K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 126 | $28.4K | 0.03% | +126 | New |
| Manchester Capital Management LLC | 129 | $29.1K | 0.00% | −106−45.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 136 | $30.7K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 138 | $31.1K | 0.01% | +118+590.0% | Added |
| Cornerstone Planning Group LLC | 135 | $32.4K | 0.01% | +17+14.4% | Added |
| UMA Financial Services, Inc. | 149 | $33.6K | 0.00% | +5+3.5% | Added |
| Colonial Trust Advisors | 150 | $33.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 153 | $34.5K | 0.01% | +6+4.1% | Added |
| Hilton Head Capital Partners, LLC | 157 | $35.4K | 0.02% | +157 | New |
| Measured Wealth Private Client Group, LLC | 158 | $35.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 158 | $35.6K | 0.00% | +31+24.4% | Added |
| Creative Financial Designs Inc | 159 | $35.8K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 161 | $36.3K | 0.00% | +153+1,912.5% | Added |
| Reflection Asset Management | 167 | $37.6K | 0.03% | +167 | New |
| Trust Co of Toledo NA | 168 | $37.9K | 0.00% | −66−28.2% | Reduced |
| American National Bank | 174 | $39.2K | 0.00% | 00.0% | Unchanged |
| Palladiem, LLC | 174 | $39.6K | 0.04% | +174 | New |
| Signature Equity Partners, LLC | 178 | $40.1K | 0.02% | +178 | New |
| Park Place Capital Corp | 183 | $41.3K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 194 | $43.7K | 0.00% | +194 | New |
| Lloyd Advisory Services, LLC. | 195 | $44.0K | 0.02% | +195 | New |
| HM Payson & Co | 200 | $45.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 202 | $46.0K | 0.02% | −269−57.1% | Reduced |
| Optima Capital LLC | 209 | $47.1K | 0.02% | +209 | New |
| Deseret Mutual Benefit Administrators | 210 | $47.3K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 214 | $48.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 218 | $49.1K | 0.01% | 00.0% | Unchanged |
| DV Equities, LLC | 236 | $53.2K | 0.01% | +236 | New |
| Clear Street Markets LLC | 252 | $56.8K | 0.01% | −40−13.7% | Reduced |
| Larson Financial Group LLC | 259 | $58.4K | 0.00% | +38+17.2% | Added |
| SBI Securities Co., Ltd. | 267 | $60.2K | 0.00% | −85−24.1% | Reduced |
| Quarry LP | 277 | $62.4K | 0.01% | +277 | New |
| Caitong International Asset Management Co., Ltd | 294 | $66.3K | 0.02% | +52+21.5% | Added |
| Root Financial Partners, LLC | 296 | $66.7K | 0.00% | +70+31.0% | Added |
| Johnson Financial Group, Inc. | 578 | $67.2K | 0.00% | +302+109.4% | Added |
| MV Capital Management, Inc. | 302 | $68.1K | 0.01% | +7+2.4% | Added |
| Bruce G. Allen Investments, LLC | 322 | $72.6K | 0.05% | −10−3.0% | Reduced |
| Community Bank, N.A. | 323 | $72.8K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 340 | $76.6K | 0.04% | −70−17.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 343 | $77.3K | 0.02% | +343 | New |
| Nemes Rush Group LLC | 350 | $78.9K | 0.01% | −87−19.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 350 | $78.9K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 356 | $80.3K | 0.00% | +150+72.8% | Added |
| Paradigm Asset Management Co LLC | 398 | $89.7K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 785 | $94.6K | 0.01% | +116+17.3% | Added |
| Sentry Investment Management LLC | 428 | $96.0K | 0.06% | 00.0% | Unchanged |
