| Keating Financial Advisory Services, Inc. | 4 | $102 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 4 | $129 | 0.00% | +4 | New |
| Aventura Private Wealth, LLC | 6 | $153 | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 8 | $204 | 0.00% | +8 | New |
| Elequin Capital LP | 9 | $229 | 0.00% | −158−94.6% | Reduced |
| Compass Financial Management LLC | 7 | $231 | 0.00% | +7 | New |
| William B. Walkup & Associates, Inc. | 10 | $255 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 16 | $408 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 18 | $473 | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 20 | $510 | 0.00% | +20 | New |
| Ancora Advisors, LLC | 24 | $605 | 0.00% | +1+4.3% | Added |
| Marshall Investment Management, LLC | 24 | $612 | 0.00% | +24 | New |
| Glass Jacobson Investment Advisors llc | 25 | $637 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 35 | $892 | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 36 | $917 | 0.00% | +36 | New |
| Centerpoint Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 41 | $1.04K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $1.10K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 50 | $1.27K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 51 | $1.29K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 46 | $1.32K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 53 | $1.35K | 0.00% | −550−91.2% | Reduced |
| True Wealth Design, LLC | 54 | $1.38K | 0.00% | −78−59.1% | Reduced |
| Smartleaf Asset Management LLC | 58 | $1.46K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 59 | $1.50K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 59 | $1.51K | 0.00% | +28+90.3% | Added |
| Raffa Wealth Management, LLC | 61 | $1.55K | 0.00% | +27+79.4% | Added |
| Adirondack Trust Co | 70 | $1.78K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 78 | $1.99K | 0.02% | +78 | New |
| Bessemer Group Inc | 81 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 79 | $2.01K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 83 | $2.12K | 0.00% | +29+53.7% | Added |
| Cornerstone Financial Management LLC | 85 | $2.17K | 0.00% | −27−24.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 85 | $2.17K | 0.00% | −24−22.0% | Reduced |
| Private Trust Co NA | 86 | $2.19K | 0.00% | +86 | New |
| Versant Capital Management, Inc | 88 | $2.24K | 0.00% | +34+63.0% | Added |
| Silver Grove Financial Group, Inc. | 97 | $2.48K | 0.00% | +97 | New |
| Manning & Napier Advisors LLC | 100 | $2.52K | 0.00% | −103,146−99.9% | Reduced |
| Umb Bank N A | 100 | $2.55K | 0.00% | +100 | New |
| Rossby Financial, LCC | 124 | $3.16K | 0.00% | +49+65.3% | Added |
| Equitec Proprietary Markets, LLC | 125 | $3.19K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 129 | $3.29K | 0.00% | +4+3.2% | Added |
| Financial Consulate, Inc | 137 | $3.49K | 0.00% | −171−55.5% | Reduced |
| Golden State Wealth Management, LLC | 142 | $3.62K | 0.00% | −2,500−94.6% | Reduced |
| Fairman Group, LLC | 150 | $3.82K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 153 | $3.90K | 0.00% | +153 | New |
| Financial Management Professionals, Inc. | 166 | $4.23K | 0.00% | +121+268.9% | Added |
| UMA Financial Services, Inc. | 167 | $4.26K | 0.00% | −69−29.2% | Reduced |
| Hollencrest Capital Management | 168 | $4.28K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 176 | $4.46K | 0.00% | +176 | New |
| Signature Equity Partners, LLC | 179 | $4.56K | 0.00% | +179 | New |
| Kilter Group LLC | 188 | $4.79K | 0.00% | +140+291.7% | Added |
| Costello Asset Management, INC | 200 | $5.10K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $5.10K | 0.00% | +200 | New |
| JDM Financial Group LLC | 207 | $5.28K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 227 | $5.78K | 0.00% | +172+312.7% | Added |
| Activest Wealth Management | 238 | $6.06K | 0.00% | +238 | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 250 | $6.37K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 255 | $6.50K | 0.00% | −32−11.1% | Reduced |
| Cape Investment Advisory, Inc. | 258 | $6.57K | 0.00% | +258 | New |
| Hamrick Investment Counsel, llc | 260 | $6.63K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 269 | $6.85K | 0.00% | +5+1.9% | Added |
| Pinnacle Bancorp, Inc. | 273 | $6.96K | 0.00% | +273 | New |
| Harel Insurance Investments & Financial Services Ltd. | 292 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 277 | $7.05K | 0.00% | +9+3.4% | Added |
| Continuum Advisory, LLC | 277 | $7.06K | 0.00% | +277 | New |
| Vermillion Wealth Management, Inc. | 286 | $7.29K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 294 | $7.49K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 308 | $7.85K | 0.00% | +308 | New |
| Pinnacle Wealth Planning Services, Inc. | 309 | $7.87K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 363 | $9.25K | 0.00% | −233−39.1% | Reduced |
| Bell Investment Advisors, Inc | 377 | $9.61K | 0.00% | −221−37.0% | Reduced |
| Highline Wealth Partners LLC | 565 | $14.4K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 700 | $17.8K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 700 | $17.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 713 | $18.2K | 0.00% | +37+5.5% | Added |
| EverSource Wealth Advisors, LLC | 714 | $18.2K | 0.00% | −999−58.3% | Reduced |
| Cornerstone Planning Group LLC | 623 | $18.8K | 0.00% | +73+13.3% | Added |
| N.E.W. Advisory Services LLC | 770 | $19.6K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 850 | $21.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 886 | $22.6K | 0.00% | −110−11.0% | Reduced |
| Union Bancaire Privee, UBP SA | 1,180 | $26.1K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,051 | $26.8K | 0.00% | −17−1.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,103 | $28.1K | 0.00% | −222−16.8% | Reduced |
| Larson Financial Group LLC | 1,165 | $29.7K | 0.00% | +158+15.7% | Added |
| Richardson Financial Services Inc. | 1,209 | $30.8K | 0.02% | +1,209 | New |
| Quaker Wealth Management, LLC | 1,229 | $31.3K | 0.01% | −14−1.1% | Reduced |
| CWM Advisors, LLC | 1,311 | $33.4K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 1,332 | $33.9K | 0.00% | −19,958−93.7% | Reduced |
| LOM Asset Management Ltd | 1,400 | $35.7K | 0.01% | +1,400 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,542 | $39.3K | 0.01% | +76+5.2% | Added |
| Wall Street Access Asset Management, LLC | 1,600 | $40.8K | 0.01% | +1,450+966.7% | Added |
| Nemes Rush Group LLC | 1,750 | $44.6K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,840 | $46.9K | 0.01% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1,856 | $47.3K | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,045 | $52.1K | 0.00% | +2,045 | New |
| Allworth Financial LP | 2,319 | $59.1K | 0.00% | −1,626−41.2% | Reduced |
| Clear Street Markets LLC | 2,400 | $61.2K | 0.01% | +2,400 | New |
| Greykasell Wealth Strategies, Inc. | 2,633 | $67.1K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 2,651 | $67.5K | 0.06% | +2,147+426.0% | Added |