| Atlantic Trust, LLC | 13 | $7.01K | 0.00% | −12−48.0% | Reduced |
| Sachetta, LLC | 13 | $7.01K | 0.00% | +2+18.2% | Added |
| Frazier Financial Advisors, LLC | 13 | $7.01K | 0.00% | +13 | New |
| Signature Equity Partners, LLC | 13 | $7.11K | 0.00% | −9−40.9% | Reduced |
| Ares Financial Consulting, LLC | 14 | $7.52K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 14 | $7.55K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 14 | $7.55K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $7.55K | 0.00% | +7+100.0% | Added |
| First Pacific Financial | 14 | $7.55K | 0.00% | +4+40.0% | Added |
| Highline Wealth Partners LLC | 14 | $7.58K | 0.00% | +5+55.6% | Added |
| Quest 10 Wealth Builders, Inc. | 14 | $7.65K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 15 | $8.09K | 0.00% | −58−79.5% | Reduced |
| Triumph Capital Management | 15 | $8.09K | 0.00% | +8+114.3% | Added |
| Salem Investment Counselors Inc | 15 | $8.09K | 0.00% | +15 | New |
| JNBA Financial Advisors | 16 | $8.63K | 0.00% | +10+166.7% | Added |
| St Germain D J Co Inc | 17 | $9.16K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 17 | $9.16K | 0.00% | −8−32.0% | Reduced |
| Hilton Head Capital Partners, LLC | 18 | $9.70K | 0.01% | −1,377−98.7% | Reduced |
| Sound Income Strategies, LLC | 18 | $9.70K | 0.00% | +14+350.0% | Added |
| RWM Asset Management, LLC | 18 | $9.70K | 0.00% | +18 | New |
| Meramec Financial Planners, LLC | 18 | $10.2K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 20 | $10.7K | 0.00% | +20 | New |
| NBT Bank N A | 20 | $10.8K | 0.00% | +20 | New |
| Abound Wealth Management | 20 | $10.8K | 0.00% | −1−4.8% | Reduced |
| Fortitude Family Office, LLC | 21 | $11.3K | 0.00% | +8+61.5% | Added |
| Battery Global Advisors, LLC | 22 | $11.6K | 0.01% | −1,060−98.0% | Reduced |
| United Financial Planning Group LLC | 22 | $11.9K | 0.01% | +22 | New |
| Anchor Investment Management, LLC | 23 | $12.4K | 0.00% | −3−11.5% | Reduced |
| Salomon & Ludwin, LLC | 23 | $12.5K | 0.00% | −9−28.1% | Reduced |
| CoreCap Advisors, LLC | 24 | $12.9K | 0.00% | −9−27.3% | Reduced |
| Wealth Preservation Advisors, LLC | 24 | $12.9K | 0.01% | +24 | New |
| Vanguard National Trust Co | 24 | $12.9K | 0.00% | +24 | New |
| Arlington Trust Co LLC | 24 | $12.9K | 0.00% | +24 | New |
| AdvisorNet Financial, Inc | 25 | $13.5K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 25 | $13.5K | 0.00% | +13+108.3% | Added |
| Midwest Capital Advisors, LLC | 26 | $14.0K | 0.01% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 26 | $14.0K | 0.01% | +26 | New |
| Manchester Capital Management LLC | 26 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 26 | $14.0K | 0.00% | +7+36.8% | Added |
| Kemnay Advisory Services Inc. | 27 | $14.6K | 0.00% | −4−12.9% | Reduced |
| Rational Advisors LLC | 27 | $14.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 30 | $16.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $16.2K | 0.00% | −5−14.3% | Reduced |
| MTM Investment Management, LLC | 32 | $17.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 32 | $17.2K | 0.00% | +8+33.3% | Added |
| ZRC Wealth Management, LLC | 32 | $17.2K | 0.01% | +26+433.3% | Added |
| First Command Advisory Services, Inc. | 34 | $18.3K | 0.00% | +28+466.7% | Added |
| SJS Investment Consulting Inc. | 34 | $18.3K | 0.00% | +22+183.3% | Added |
| Transamerica Financial Advisors, Inc. | 34 | $18.4K | 0.00% | +21+161.5% | Added |
| Rialto Wealth Management, LLC | 36 | $19.4K | 0.00% | +2+5.9% | Added |
| Princeton Global Asset Management LLC | 38 | $20.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 39 | $21.0K | 0.00% | +1+2.6% | Added |
| Ancora Advisors, LLC | 39 | $21.0K | 0.00% | +9+30.0% | Added |
| Hoey Investments, Inc | 39 | $21.0K | 0.00% | +39 | New |
| Kerr Financial Planning Corp | 37 | $22.0K | 0.03% | +1+2.8% | Added |
| Financial Management Professionals, Inc. | 41 | $22.1K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 42 | $22.6K | 0.01% | +42 | New |
| Cornerstone Planning Group LLC | 40 | $22.8K | 0.00% | +11+37.9% | Added |
| Entrust Financial LLC | 44 | $23.7K | 0.02% | +9+25.7% | Added |
| Wall Street Financial Group, Inc. | 46 | $24.8K | 0.01% | +46 | New |
| Pinnacle Bancorp, Inc. | 48 | $25.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 48 | $26.0K | 0.00% | +9+23.1% | Added |
| Spire Wealth Management | 54 | $29.1K | 0.00% | −3,049−98.3% | Reduced |
| JFS Wealth Advisors, LLC | 54 | $29.1K | 0.00% | −12−18.2% | Reduced |
| Balyasny Asset Management LLC | 58 | $31.3K | 0.00% | −1,066−94.8% | Reduced |
| SHP Wealth Management | 58 | $31.3K | 0.00% | −4−6.5% | Reduced |
| Catalyst Capital Advisors LLC | 60 | $32.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 61 | $32.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 62 | $33.4K | 0.00% | +1+1.6% | Added |
| First United Bank Trust | 63 | $34.0K | 0.01% | −5−7.4% | Reduced |
| Activest Wealth Management | 69 | $37.2K | 0.01% | +42+155.6% | Added |
| Opal Wealth Advisors, LLC | 71 | $38.3K | 0.01% | +71 | New |
| Whipplewood Advisors, LLC | 73 | $39.3K | 0.02% | +73 | New |
| JPL Wealth Management, LLC | 73 | $39.3K | 0.01% | +73 | New |
| International Assets Investment Management, LLC | 77 | $41.3K | 0.00% | −4−4.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 80 | $43.1K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 80 | $43.5K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 81 | $43.7K | 0.00% | +12+17.4% | Added |
| Basecamp Wealth Advisors LLC | 85 | $45.8K | 0.01% | −2−2.3% | Reduced |
| Erste Asset Management GmbH | 88 | $46.1K | 0.00% | +88 | New |
| Align Financial, LLC | 88 | $47.4K | 0.03% | −50,400−99.8% | Reduced |
| Vega Investment Solutions | 89 | $48.0K | 0.01% | −14,067−99.4% | Reduced |
| Bank of Jackson Hole Trust | 93 | $50.1K | 0.02% | −10−9.7% | Reduced |
| Rakuten Securities, Inc. | 97 | $52.3K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 98 | $52.8K | 0.04% | −6−5.8% | Reduced |
| Private Trust Co NA | 99 | $53.4K | 0.00% | −14−12.4% | Reduced |
| Covestor Ltd | 100 | $54.0K | 0.04% | −109−52.2% | Reduced |
| Fideuram Asset Management (Ireland) dac | 97 | $54.3K | 0.01% | −942−90.7% | Reduced |
| Walleye Trading LLC | 103 | $55.5K | 0.00% | −6,307−98.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 103 | $55.5K | 0.00% | +101+5,050.0% | Added |
| Cary Street Partners Financial LLC | 105 | $56.6K | 0.00% | +2+1.9% | Added |
| Generali Investments, Management Co LLC | 107 | $57.7K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $59.3K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 112 | $60.4K | 0.00% | +30+36.6% | Added |
| Stephenson National Bank & Trust | 115 | $62.0K | 0.02% | +48+71.6% | Added |
| Pin Oak Investment Advisors Inc | 120 | $65.0K | 0.05% | −1−0.8% | Reduced |
| Independence Bank of Kentucky | 122 | $65.8K | 0.01% | +107+713.3% | Added |
| Spence Asset Management | 123 | $66.0K | 0.02% | +123 | New |
| Cache Advisors, LLC | 132 | $71.1K | 0.01% | +132 | New |
| Wealth Enhancement Trust Services, Inc. | 136 | $73.3K | 0.01% | 00.0% | Unchanged |
