| Enterprise Financial Services Corp | 1 | $1.00K | 0.00% | −28−96.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1 | $1.00K | 0.00% | −22−95.7% | Reduced |
| Macroview Investment Management LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Consolidated Planning Corp | 1 | $1.00K | 0.00% | +1 | New |
| Newton One Investments LLC | 1 | $1.00K | 0.00% | +1 | New |
| Laffer Tengler Investments | 1 | $1.35K | 0.00% | +1 | New |
| Guidance Point Advisors, LLC | 2 | $2.00K | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 2 | $2.71K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2 | $3.00K | 0.00% | +2 | New |
| Kowal Investment Group, LLC | 2 | $3.00K | 0.00% | +2 | New |
| Parkside Financial Bank & Trust | 3 | $4.00K | 0.00% | −58−95.1% | Reduced |
| Herold Advisors, Inc. | 3 | $4.00K | 0.00% | +3 | New |
| Edge Wealth Management LLC | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| Adams Wealth Management | 4 | $5.00K | 0.00% | +4 | New |
| Mizuho Securities Co. Ltd. | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 5 | $6.00K | 0.00% | +5 | New |
| West Oak Capital, LLC | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 5 | $7.00K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $7.00K | 0.00% | +2+66.7% | Added |
| Cahill Financial Advisors Inc | 5 | $7.00K | 0.00% | +5 | New |
| HM Payson & Co | 6 | $8.00K | 0.00% | −18−75.0% | Reduced |
| Holloway Wealth Management, LLC | – | $8.00K | 0.00% | – | New |
| Gemmer Asset Management LLC | 7 | $9.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 9 | $9.00K | 0.00% | +9 | New |
| Brewin Dolphin Ltd | 7 | $9.49K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ade, LLC | 8 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $11.0K | 0.00% | +8 | New |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $12.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 9 | $12.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 9 | $12.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $13.0K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $14.0K | 0.00% | −35,570−100.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 10 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10 | $14.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 10 | $14.0K | 0.00% | +1+11.1% | Added |
| Firestone Capital Management | 10 | $15.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 12 | $16.0K | 0.00% | −2−14.3% | Reduced |
| Lake Point Wealth Management | 12 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 12 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 11 | $16.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 12 | $16.0K | 0.00% | +8+200.0% | Added |
| Cohen & Steers, Inc. | 13 | $18.0K | 0.00% | −10−43.5% | Reduced |
| Earnest Partners LLC | 13 | $18.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 13 | $18.0K | 0.00% | +7+116.7% | Added |
| Rocky Mountain Advisers, LLC | 14 | $19.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 14 | $19.0K | 0.00% | +12+600.0% | Added |
| Howe & Rusling Inc | 15 | $20.0K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 16 | $22.0K | 0.00% | −1−5.9% | Reduced |
| Smithfield Trust Co | 17 | $23.0K | 0.00% | +10+142.9% | Added |
| Syverson Strege & Co | 17 | $23.0K | 0.02% | +17 | New |
| AlphaMark Advisors, LLC | 18 | $24.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 19 | $26.0K | 0.00% | −1−5.0% | Reduced |
| D'Orazio & Associates, Inc. | 19 | $26.0K | 0.01% | +16+533.3% | Added |
| HBC Financial Services, PLLC | 20 | $27.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 21 | $28.0K | 0.01% | −5−19.2% | Reduced |
| Stonebridge Capital Advisors LLC | 23 | $31.0K | 0.00% | +6+35.3% | Added |
| Delos Wealth Advisors, LLC | 24 | $33.0K | 0.04% | 00.0% | Unchanged |
| Pacitti Group Inc. | 24 | $33.0K | 0.02% | +3+14.3% | Added |
| Delta Asset Management LLC | 25 | $34.0K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 25 | $34.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 25 | $34.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 25 | $34.0K | 0.02% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 26 | $35.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 26 | $35.0K | 0.00% | +2+8.3% | Added |
| Key Financial Inc | 27 | $37.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 27 | $37.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 28 | $38.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 28 | $38.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 30 | $41.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 31 | $42.0K | 0.00% | −1,204−97.5% | Reduced |
| Barrett Asset Management, LLC | 31 | $42.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 31 | $42.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 31 | $42.0K | 0.01% | +22+244.4% | Added |
| Hudock, Inc. | 34 | $46.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 34 | $46.0K | 0.01% | +5+17.2% | Added |
| Tradewinds Capital Management, LLC | 34 | $46.0K | 0.01% | +6+21.4% | Added |
| Farmers & Merchants Investments Inc | 35 | $47.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 36 | $49.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 36 | $49.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $51.0K | 0.04% | −32−39.0% | Reduced |
| Cordasco Financial Network | 38 | $52.0K | 0.04% | +5+15.2% | Added |
| Benjamin Edwards Inc | 39 | $53.0K | 0.03% | −2−4.9% | Reduced |
| JJJ Advisors Inc. | 39 | $53.0K | 0.02% | +18+85.7% | Added |
| BBVA USA | 40 | $54.0K | 0.00% | −11−21.6% | Reduced |
| Trustcore Financial Services, LLC | 40 | $54.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 40 | $54.0K | 0.01% | +40 | New |
| FourThought Financial, LLC | 41 | $55.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 41 | $56.0K | 0.04% | +11+36.7% | Added |
| Clearview Wealth Advisors LLC | 43 | $58.0K | 0.04% | +31+258.3% | Added |
| Lloyd Advisory Services, LLC. | 44 | $60.0K | 0.03% | +44 | New |
| Zions Bancorporation, N.A. | 47 | $64.0K | 0.01% | +10+27.0% | Added |