| Rothschild Investment LLC | 11 | $18.7K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 11 | $18.7K | 0.01% | +1+10.0% | Added |
| Zions Bancorporation, N.A. | 12 | $20.4K | 0.00% | −128−91.4% | Reduced |
| General Partner, Inc. | 12 | $20.4K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 12 | $20.4K | 0.01% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 12 | $20.4K | 0.00% | +2+20.0% | Added |
| Hexagon Capital Partners LLC | 12 | $20.4K | 0.00% | +12 | New |
| Vinland Capital Management Gestora de Recursos LTDA. | 37,410 | $22.0K | 0.01% | +37,410 | New |
| Addison Advisors LLC | 13 | $22.1K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 13 | $22.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $22.2K | 0.01% | +12 | New |
| Activest Wealth Management | 13 | $22.3K | 0.01% | −13−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 14 | $23.8K | 0.00% | −11−44.0% | Reduced |
| Adirondack Trust Co | 15 | $25.5K | 0.01% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 15 | $25.5K | 0.01% | +15 | New |
| Human Investing LLC | 15 | $25.5K | 0.00% | +15 | New |
| Park Square Financial Group, LLC | 15 | $25.5K | 0.02% | +15 | New |
| Covestor Ltd | 16 | $27.0K | 0.02% | +16 | New |
| Cary Street Partner Investment Advisory LLC | 16 | $27.2K | 0.02% | −4,112−99.6% | Reduced |
| Financial Management Professionals, Inc. | 16 | $27.2K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 16 | $27.2K | 0.01% | +8+100.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 16 | $27.2K | 0.00% | +11+220.0% | Added |
| Optimum Investment Advisors | 17 | $28.9K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17 | $28.9K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 17 | $28.9K | 0.02% | +3+21.4% | Added |
| Parkside Financial Bank & Trust | 17 | $28.9K | 0.00% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 18 | $30.6K | 0.03% | −3−14.3% | Reduced |
| Twin Lakes Capital Management, LLC | 18 | $30.6K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 18 | $30.6K | 0.01% | +5+38.5% | Added |
| Marshall Investment Management, LLC | 15 | $30.8K | 0.02% | +15 | New |
| Holos Integrated Wealth LLC | 19 | $31.7K | 0.02% | +19 | New |
| Mather Group, LLC. | 19 | $32.3K | 0.00% | +12+171.4% | Added |
| Rosenberg Matthew Hamilton | 20 | $34.0K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 20 | $34.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $35.7K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 22 | $37.4K | 0.01% | +12+120.0% | Added |
| Stonebridge Financial Group, LLC | 22 | $37.4K | 0.00% | +22 | New |
| Fedenia Advisers LLC | 22 | $37.4K | 0.02% | +22 | New |
| VSM Wealth Advisory, LLC | 22 | $37.4K | 0.01% | +22 | New |
| Laurel Wealth Advisors LLC | 23 | $39.1K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 24 | $40.6K | 0.00% | +24 | New |
| Legacy Bridge, LLC | 24 | $40.8K | 0.02% | +1+4.3% | Added |
| FWL Investment Management, LLC | 24 | $40.8K | 0.01% | +24 | New |
| Y.D. More Investments Ltd | 25 | $42.5K | 0.00% | +25 | New |
| FLP Wealth Management, LLC | 26 | $44.2K | 0.11% | +26 | New |
| Bernard Wealth Management Corp. | 28 | $47.6K | 0.02% | +28 | New |
| Bell Investment Advisors, Inc | 29 | $49.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 29 | $49.3K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 29 | $49.3K | 0.00% | +16+123.1% | Added |
| Archer Investment Corp | 30 | $51.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 30 | $51.0K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 31 | $52.7K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32 | $54.4K | 0.00% | −141−81.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 33 | $56.1K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 34 | $56.8K | 0.01% | −35−50.7% | Reduced |
| Johnson Financial Group, Inc. | 30 | $57.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 34 | $57.8K | 0.00% | −70−67.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 35 | $59.5K | 0.01% | −1−2.8% | Reduced |
| ORG Partners LLC | 35 | $59.5K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 35 | $59.5K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 35 | $59.5K | 0.00% | +35 | New |
| Wesleyan Assurance Society | 35 | $60.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 36 | $61.2K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 37 | $62.9K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 37 | $62.9K | 0.01% | +20+117.6% | Added |
| Golden State Wealth Management, LLC | 38 | $64.6K | 0.01% | +38 | New |
| Hollencrest Capital Management | 38 | $64.6K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 38 | $64.6K | 0.00% | +38 | New |
| Harbor Investment Advisory, LLC | 39 | $66.3K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 39 | $66.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 40 | $68.0K | 0.00% | −4−9.1% | Reduced |
| Main Street Group, LTD | 40 | $68.0K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 41 | $70.6K | 0.01% | −29−41.4% | Reduced |
| Runnymede Capital Advisors, Inc. | 43 | $73.1K | 0.06% | +43 | New |
| GPS Wealth Strategies Group, LLC | 46 | $78.2K | 0.01% | +7+17.9% | Added |
| Future Financial Wealth Managment LLC | 47 | $79.9K | 0.06% | −1−2.1% | Reduced |
| Clear Street Markets LLC | 49 | $83.3K | 0.03% | +49 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $85.0K | 0.03% | +10+25.0% | Added |
| Orion Capital Management LLC | 55 | $93.5K | 0.04% | +55 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 50 | $93.5K | 0.00% | +50 | New |
| Massmutual Trust Co FSB | 56 | $95.2K | 0.00% | +14+33.3% | Added |
| Beacon Capital Management, LLC | 60 | $101.2K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 60 | $102.0K | 0.02% | +57+1,900.0% | Added |
| R Squared Ltd | 60 | $102.0K | 0.10% | +60 | New |
| Abound Wealth Management | 60 | $102.0K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 60 | $102.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 61 | $103.7K | 0.00% | +6+10.9% | Added |
| CVA Family Office, LLC | 63 | $107.1K | 0.02% | +4+6.8% | Added |
| Promus Capital, LLC | 63 | $107.1K | 0.08% | +63 | New |
| WPG Advisers, LLC | 64 | $108.8K | 0.10% | +64 | New |
| Huntington National Bank | 66 | $112.2K | 0.00% | +7+11.9% | Added |
| TD Private Client Wealth LLC | 66 | $112.2K | 0.00% | +16+32.0% | Added |
| Ridgewood Investments LLC | 67 | $113.9K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 67 | $113.9K | 0.01% | −4−5.6% | Reduced |
| UMA Financial Services, Inc. | 68 | $114.8K | 0.02% | +68 | New |
| Aventura Private Wealth, LLC | 69 | $117.3K | 0.06% | +69 | New |
| Caitong International Asset Management Co., Ltd | 72 | $122.4K | 0.12% | +72 | New |
| Bank of New Hampshire | 73 | $124.1K | 0.03% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 75 | $127.5K | 0.10% | +75 | New |
| Bayforest Capital Ltd | 76 | $129.2K | 0.16% | +76 | New |