| Kozak & Associates, Inc. | 0 | $17 | 0.00% | −11−100.0% | Reduced |
| Valued Wealth Advisors LLC | 1 | $232 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $524 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $541 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 2 | $679 | 0.00% | −49−96.1% | Reduced |
| ClariVest Asset Management LLC | 3 | $786 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4 | $1.05K | 0.00% | −11−73.3% | Reduced |
| Atlas Capital Advisors LLC | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5 | $1.31K | 0.00% | −12−70.6% | Reduced |
| True Wealth Design, LLC | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 5 | $1.32K | 0.00% | +5 | New |
| Longfellow Investment Management Co LLC | 6 | $1.57K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 6 | $1.57K | 0.00% | +6 | New |
| Riggs Asset Managment Co. Inc. | 7 | $1.83K | 0.00% | +7 | New |
| Tennessee Valley Asset Management Partners | 7 | $1.92K | 0.00% | +7 | New |
| Vaughan Nelson Investment Management, L.P. | 7 | $2.00K | 0.00% | +7 | New |
| Beaird Harris Wealth Management, LLC | 8 | $2.10K | 0.00% | +8 | New |
| Cubist Systematic Strategies, LLC | 9 | $2.36K | 0.00% | −4,526−99.8% | Reduced |
| Iron Horse Wealth Management, LLC | 9 | $2.36K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10 | $2.62K | 0.00% | −48,429−100.0% | Reduced |
| Caitlin John, LLC | 10 | $2.72K | 0.00% | +10 | New |
| Truvestments Capital LLC | 11 | $2.88K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 13 | $3.40K | 0.00% | +13 | New |
| Impact Partnership Wealth, LLC | 14 | $3.67K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 15 | $3.93K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 15 | $3.93K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 15 | $3.93K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 15 | $3.93K | 0.00% | +15 | New |
| City State Bank | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 14 | $4.00K | 0.00% | +14 | New |
| Strategic Investment Solutions, Inc. | 16 | $4.07K | 0.00% | +16 | New |
| Delos Wealth Advisors, LLC | 17 | $4.45K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 17 | $4.45K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 17 | $4.45K | 0.00% | +17 | New |
| Pineridge Advisors LLC | 17 | $4.45K | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 18 | $4.71K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 19 | $4.98K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 19 | $4.98K | 0.00% | +19 | New |
| Cetera Trust Company, N.A | 19 | $4.98K | 0.00% | +19 | New |
| Stephens Consulting, LLC | 20 | $5.24K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 20 | $5.24K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 20 | $5.49K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 22 | $5.76K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 22 | $5.76K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 22 | $5.76K | 0.00% | +22 | New |
| Ruedi Wealth Management, Inc. | 22 | $5.76K | 0.00% | +22 | New |
| DiNuzzo Private Wealth, Inc. | 22 | $5.76K | 0.00% | +22 | New |
| Pin Oak Investment Advisors Inc | 24 | $6.00K | 0.01% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 24 | $6.29K | 0.00% | +24 | New |
| Compass Wealth Management LLC | 25 | $6.55K | 0.00% | −25−50.0% | Reduced |
| Your Advocates Ltd., LLP | 25 | $6.55K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 25 | $6.55K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 26 | $6.85K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 27 | $7.00K | 0.00% | −16−37.2% | Reduced |
| Hantz Financial Services, Inc. | 25 | $7.00K | 0.00% | −16−39.0% | Reduced |
| Avion Wealth | 25 | $7.00K | 0.00% | −6−19.4% | Reduced |
| Frank, Rimerman Advisors LLC | 27 | $7.07K | 0.00% | +27 | New |
| FSA Wealth Management LLC | 31 | $8.00K | 0.00% | +31 | New |
| Wetzel Investment Advisors, Inc. | 29 | $8.00K | 0.00% | +29 | New |
| Signature Resources Capital Management, LLC | 31 | $8.12K | 0.01% | +31 | New |
| Hoey Investments, Inc | 32 | $8.38K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 35 | $9.17K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 35 | $9.17K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 35 | $9.17K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 36 | $9.43K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 40 | $10.1K | 0.01% | +40 | New |
| Thompson Investment Management, Inc. | 40 | $10.5K | 0.00% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 40 | $10.5K | 0.00% | +40 | New |
| Silicon Valley Capital Partners | 40 | $10.6K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 41 | $10.8K | 0.00% | +10+32.3% | Added |
| Coppell Advisory Solutions LLC | 42 | $11.0K | 0.00% | +9+27.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 52 | $11.5K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 46 | $12.0K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 48 | $12.6K | 0.00% | −185−79.4% | Reduced |
| Raffa Wealth Management, LLC | 48 | $12.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 56 | $12.9K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 54 | $14.1K | 0.01% | −9−14.3% | Reduced |
| Scarborough Advisors, LLC | 54 | $14.2K | 0.00% | +54 | New |
| PSI Advisors, LLC | 55 | $14.4K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 55 | $14.4K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 58 | $15.2K | 0.03% | +58 | New |
| Hobbs Group Advisors, LLC | 61 | $16.0K | 0.01% | +61 | New |
| Private Wealth Management Group, LLC | 62 | $16.2K | 0.01% | +62 | New |
| Solstein Capital, LLC | 63 | $16.5K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 65 | $17.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 66 | $17.3K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 69 | $18.1K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 70 | $18.3K | 0.01% | −14−16.7% | Reduced |
| Clear Investment Research, LLC | 72 | $18.9K | 0.03% | +61+554.5% | Added |
| JJJ Advisors Inc. | 72 | $18.9K | 0.00% | +42+140.0% | Added |
| Field & Main Bank | 75 | $19.6K | 0.01% | +75 | New |
| Legend Financial Advisors, Inc. | 75 | $19.6K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 75 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 77 | $20.1K | 0.01% | −44−36.4% | Reduced |
| Highline Wealth Partners LLC | 79 | $20.7K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 80 | $21.1K | 0.02% | +80 | New |
| Kelly Financial Services LLC | 80 | $21.1K | 0.01% | +21+35.6% | Added |
| Investors Research Corp | 81 | $21.2K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 81 | $21.2K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 85 | $22.0K | 0.01% | +85 | New |