| Aster Capital Management (DIFC) Ltd | 632 | $33.2K | 0.01% | −3,453−84.5% | Reduced |
| Geneos Wealth Management Inc. | 632 | $33.2K | 0.00% | +632 | New |
| Salem Investment Counselors Inc | 600 | $31.5K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 600 | $31.5K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 600 | $31.5K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 597 | $31.4K | 0.00% | +597 | New |
| Retirement Wealth Solutions LLC | 609 | $30.3K | 0.03% | +609 | New |
| Bell Investment Advisors, Inc | 555 | $29.2K | 0.01% | −9−1.6% | Reduced |
| Spire Wealth Management | 549 | $28.9K | 0.00% | +549 | New |
| Pinnacle Bancorp, Inc. | 540 | $28.4K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 534 | $28.1K | 0.01% | +534 | New |
| Migdal Insurance & Financial Holdings Ltd. | 528 | $28.0K | 0.00% | +203+62.5% | Added |
| Peoples Bank | 500 | $26.3K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 477 | $25.1K | 0.01% | +10+2.1% | Added |
| Stephens Consulting, LLC | 470 | $24.7K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 458 | $24.0K | 0.01% | +57+14.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 456 | $24.0K | 0.00% | −785−63.3% | Reduced |
| Washington Trust Co | 439 | $23.1K | 0.00% | +4+0.9% | Added |
| Evelyn Partners Investment Management LLP | 430 | $22.6K | 0.00% | +430 | New |
| GW&K Investment Management, LLC | 421 | $22.0K | 0.00% | +129+44.2% | Added |
| Compass Wealth Management LLC | 406 | $21.3K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 400 | $21.0K | 0.00% | +14+3.6% | Added |
| Clear Street Markets LLC | 375 | $19.7K | 0.01% | −583−60.9% | Reduced |
| Fortitude Family Office, LLC | 366 | $19.2K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 364 | $19.1K | 0.00% | +52+16.7% | Added |
| Roble, Belko & Company, Inc | 360 | $19.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 358 | $18.8K | 0.00% | +158+79.0% | Added |
| MV Capital Management, Inc. | 351 | $18.4K | 0.00% | +25+7.7% | Added |
| PSI Advisors, LLC | 332 | $17.4K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 330 | $17.3K | 0.01% | +330 | New |
| Raleigh Capital Management Inc. | 320 | $16.8K | 0.01% | +50+18.5% | Added |
| ORG Partners LLC | 313 | $16.4K | 0.00% | −14−4.3% | Reduced |
| Rosenberg Matthew Hamilton | 312 | $16.4K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 300 | $15.8K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 300 | $15.8K | 0.00% | +300 | New |
| TD Waterhouse Canada Inc. | 286 | $15.0K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 285 | $15.0K | 0.01% | +285 | New |
| FSA Wealth Management LLC | 282 | $14.8K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 276 | $14.5K | 0.01% | +276 | New |
| Larson Financial Group LLC | 274 | $14.4K | 0.00% | +56+25.7% | Added |
| Johnson Financial Group, Inc. | 278 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 256 | $13.5K | 0.00% | −31,609−99.2% | Reduced |
| Colonial Trust Co | 244 | $12.8K | 0.00% | +22+9.9% | Added |
| Ancora Advisors, LLC | 243 | $12.8K | 0.00% | +10+4.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 240 | $12.6K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 238 | $12.5K | 0.01% | +238 | New |
| Decker Retirement Planning Inc. | 223 | $11.7K | 0.01% | +223 | New |
| Center for Financial Planning, Inc. | 216 | $11.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 202 | $11.0K | 0.00% | +202 | New |
| Abound Wealth Management | 206 | $10.8K | 0.00% | +2+1.0% | Added |
| JFS Wealth Advisors, LLC | 201 | $10.6K | 0.00% | +9+4.7% | Added |
| CNB Bank | 200 | $10.5K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 200 | $10.5K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 191 | $10.0K | 0.00% | +72+60.5% | Added |
| Valley National Advisers Inc | 193 | $10.0K | 0.00% | +60+45.1% | Added |
| Elequin Capital LP | 189 | $9.93K | 0.00% | −774−80.4% | Reduced |
| Dunhill Financial, LLC | 188 | $9.90K | 0.00% | +36+23.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 186 | $9.78K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 186 | $9.78K | 0.00% | +92+97.9% | Added |
| Sachetta, LLC | 180 | $9.46K | 0.00% | −13−6.7% | Reduced |
| Solstein Capital, LLC | 173 | $9.09K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 170 | $8.94K | 0.02% | +170 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 178 | $8.78K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 162 | $8.52K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 161 | $8.46K | 0.00% | +80+98.8% | Added |
| Trust Co of Vermont | 152 | $7.99K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 150 | $7.88K | 0.00% | −16−9.6% | Reduced |
| Harbor Investment Advisory, LLC | 150 | $7.88K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 150 | $7.88K | 0.01% | +150 | New |
| HM Payson & Co | 144 | $7.57K | 0.00% | −34−19.1% | Reduced |
| BFSG, LLC | 141 | $7.41K | 0.00% | −3−2.1% | Reduced |
| Financial Management Professionals, Inc. | 137 | $7.20K | 0.00% | +19+16.1% | Added |
| Continuum Advisory, LLC | 132 | $6.94K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 122 | $6.41K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 122 | $6.41K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 120 | $6.31K | 0.00% | +20+20.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 120 | $6.31K | 0.01% | +120 | New |
| Valued Wealth Advisors LLC | 118 | $6.20K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 113 | $5.94K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 112 | $5.89K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 110 | $5.78K | 0.01% | +110 | New |
| Barrett & Company, Inc. | 104 | $5.47K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $5.26K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $5.26K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $5.26K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 97 | $5.10K | 0.00% | +7+7.8% | Added |
| MCF Advisors LLC | 94 | $4.94K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 92 | $4.84K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 88 | $4.63K | 0.00% | +88 | New |
| GHP Investment Advisors, Inc. | 84 | $4.42K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 83 | $4.36K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 82 | $4.31K | 0.00% | +82 | New |
| Cassady Schiller Wealth Management, LLC | 81 | $4.26K | 0.00% | +81 | New |
| Human Investing LLC | 80 | $4.21K | 0.00% | +80 | New |
| Lazard Asset Management LLC | 83 | $4.00K | 0.00% | −24−22.4% | Reduced |
| Winthrop Capital Management, LLC | 80 | $4.00K | 0.00% | +30+60.0% | Added |
| TFC Financial Management | 65 | $3.42K | 0.00% | +9+16.1% | Added |
| Carolinas Wealth Consulting LLC | 62 | $3.26K | 0.00% | −20−24.4% | Reduced |
| Hilltop National Bank | 60 | $3.15K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 60 | $3.15K | 0.00% | +60 | New |