| Stephens Consulting, LLC | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 100 | $11.7K | 0.01% | +100 | New |
| BankPlus Trust Department | 100 | $11.7K | 0.00% | +100 | New |
| LMR Partners LLP | 101 | $11.8K | 0.00% | −7,119−98.6% | Reduced |
| North Ridge Wealth Advisors, Inc. | 101 | $11.8K | 0.01% | +101 | New |
| Bartlett & Co. Wealth Management LLC | 101 | $11.8K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 102 | $12.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 106 | $12.0K | 0.01% | −104−49.5% | Reduced |
| American Capital Advisory, LLC | 103 | $12.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 109 | $12.7K | 0.00% | −52−32.3% | Reduced |
| Human Investing LLC | 109 | $12.7K | 0.00% | +109 | New |
| Burkett Financial Services, LLC | 110 | $12.8K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 110 | $12.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 105 | $12.9K | 0.00% | −107−50.5% | Reduced |
| Capital Advisors, Ltd. LLC | 109 | $13.0K | 0.00% | +86+373.9% | Added |
| Prestige Wealth Management Group LLC | 112 | $13.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 113 | $13.2K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 115 | $13.4K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 117 | $13.7K | 0.00% | −1,717−93.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 120 | $14.0K | 0.00% | +120 | New |
| Ancora Advisors, LLC | 123 | $14.4K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 124 | $14.4K | 0.01% | +124 | New |
| Meeder Asset Management Inc | 135 | $15.8K | 0.00% | −6−4.3% | Reduced |
| Cyrus J. Lawrence, LLC | 140 | $16.0K | 0.00% | +140 | New |
| Rise Advisors, LLC | 139 | $16.3K | 0.01% | +4+3.0% | Added |
| Hexagon Capital Partners LLC | 140 | $16.3K | 0.00% | −22−13.6% | Reduced |
| Bruce G. Allen Investments, LLC | 140 | $16.3K | 0.01% | −1−0.7% | Reduced |
| Central Pacific Bank - Trust Division | 141 | $16.5K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 141 | $16.5K | 0.00% | +141 | New |
| Synergy Investment Management, LLC | 149 | $17.3K | 0.01% | +149 | New |
| Consultiva Wealth Management, Corp. | 149 | $17.4K | 0.09% | +149 | New |
| Gables Capital Management Inc. | 150 | $17.5K | 0.01% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 150 | $17.5K | 0.00% | +150 | New |
| Bellwether Advisors, LLC | 160 | $18.6K | 0.00% | +160 | New |
| MV Capital Management, Inc. | 162 | $18.9K | 0.00% | +10+6.6% | Added |
| JFS Wealth Advisors, LLC | 169 | $19.7K | 0.00% | −17−9.1% | Reduced |
| Plato Investment Management Ltd | 169 | $19.8K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 170 | $19.8K | 0.00% | −24−12.4% | Reduced |
| Missouri Trust & Investment Co | 170 | $19.8K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 175 | $20.4K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 181 | $21.0K | 0.00% | +38+26.6% | Added |
| Financial Life Planners | 186 | $21.7K | 0.02% | +186 | New |
| Geneos Wealth Management Inc. | 187 | $21.8K | 0.00% | −5−2.6% | Reduced |
| Venturi Wealth Management, LLC | 189 | $22.1K | 0.00% | +12+6.8% | Added |
| Criterion Capital Advisors, LLC | 142 | $22.4K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 194 | $22.6K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $23.3K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 200 | $23.3K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 200 | $23.3K | 0.02% | +200 | New |
| Ravenstone Capital Management Inc. | 200 | $23.3K | 0.01% | +200 | New |
| WR Wealth Planners, LLC | 201 | $23.5K | 0.01% | −25−11.1% | Reduced |
| Sound Income Strategies, LLC | 206 | $24.0K | 0.00% | +1+0.5% | Added |
| Harbor Investment Advisory, LLC | 211 | $24.6K | 0.00% | +1+0.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 214 | $24.9K | 0.02% | +214 | New |
| Key Financial Inc | 216 | $25.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 220 | $25.7K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 225 | $26.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 226 | $26.4K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 225 | $26.4K | 0.00% | −3,687−94.2% | Reduced |
| Salomon & Ludwin, LLC | 228 | $26.6K | 0.00% | −2−0.9% | Reduced |
| SJS Investment Consulting Inc. | 228 | $26.6K | 0.00% | −10−4.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 237 | $27.7K | 0.01% | −3−1.3% | Reduced |
| Sittner & Nelson, LLC | 239 | $27.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 240 | $28.0K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 247 | $28.8K | 0.00% | +247 | New |
| Godsey & Gibb Associates | 250 | $29.2K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 250 | $29.2K | 0.03% | +250 | New |
| General Partner, Inc. | 264 | $30.8K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 276 | $32.2K | 0.02% | +19+7.4% | Added |
| New Wave Wealth Advisors LLC | 281 | $32.8K | 0.01% | +281 | New |
| Carolina Wealth Advisors, LLC | 289 | $33.7K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 291 | $34.0K | 0.01% | +34+13.2% | Added |
| DT Investment Partners, LLC | 296 | $34.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 297 | $34.7K | 0.00% | −479−61.7% | Reduced |
| Caitlin John, LLC | 299 | $34.9K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $35.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 300 | $35.0K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 300 | $35.0K | 0.01% | +300 | New |
| Versant Capital Management, Inc | 303 | $35.4K | 0.01% | +114+60.3% | Added |
| Coston, McIsaac & Partners | 315 | $36.0K | 0.01% | −65−17.1% | Reduced |
| SOA Wealth Advisors, LLC. | 309 | $36.0K | 0.01% | −550−64.0% | Reduced |
| Peoples Financial Services Corp. | 325 | $37.9K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 353 | $41.2K | 0.02% | +353 | New |
| CoreCap Advisors, LLC | 366 | $42.7K | 0.00% | −244−40.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 400 | $46.7K | 0.01% | 00.0% | Unchanged |
| Laurion Capital Management LP | 410 | $47.9K | 0.00% | +410 | New |
| Park Square Financial Group, LLC | 410 | $47.9K | 0.03% | +410 | New |
| Beacon Capital Management, LLC | 417 | $48.7K | 0.01% | +94+29.1% | Added |
| Washington Trust Co | 425 | $49.6K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 432 | $50.4K | 0.03% | +432 | New |
| Westpac Banking Corp | 437 | $51.0K | 0.00% | −21,445−98.0% | Reduced |
| Bank of Jackson Hole Trust | 450 | $52.5K | 0.03% | +450 | New |
| Addison Advisors LLC | 452 | $52.8K | 0.01% | +28+6.6% | Added |
| PSI Advisors, LLC | 455 | $53.1K | 0.02% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 470 | $54.9K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 468 | $55.0K | 0.00% | +368+368.0% | Added |
| Whittier Trust Co of Nevada Inc | 475 | $55.4K | 0.00% | +214+82.0% | Added |
| Laurel Wealth Advisors LLC | 476 | $55.5K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 440 | $56.5K | 0.03% | +440 | New |
| Cetera Trust Company, N.A | 490 | $57.2K | 0.04% | 00.0% | Unchanged |