| Enterprise Financial Services Corp | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1 | $1.00K | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $1.00K | 0.00% | +1 | New |
| Paragon Capital Management Ltd | 1 | $1.00K | 0.00% | +1 | New |
| Aquire Wealth Advisors, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Morton Brown Family Wealth, LLC | 1 | $1.00K | 0.00% | +1 | New |
| McDonald Partners LLC | 1 | $1.38K | 0.00% | +1 | New |
| Absolute Capital Management, LLC | 1 | $1.38K | 0.00% | +1 | New |
| Rinkey Investments | 2 | $2.00K | 0.00% | +2 | New |
| Gordian Capital Singapore Pte Ltd | 1 | $2.00K | 0.00% | +1 | New |
| Laffer Tengler Investments | 2 | $2.75K | 0.00% | +1+100.0% | Added |
| Raffa Wealth Management, LLC | 2 | $2.75K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 2 | $3.00K | 0.00% | +2 | New |
| Institutional & Family Asset Management, LLC | 3 | $4.00K | 0.00% | −7−70.0% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 4 | $4.00K | 0.00% | +4 | New |
| Quent Capital, LLC | 3 | $5.00K | 0.00% | +3 | New |
| Mizuho Securities Co. Ltd. | 4 | $6.00K | 0.00% | −1−20.0% | Reduced |
| Bellwether Advisors, LLC | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 4 | $6.00K | 0.00% | 00.0% | Unchanged |
| Econ Financial Services Corp | 4 | $6.00K | 0.00% | +4 | New |
| Vectors Research Management, LLC | 4 | $6.00K | 0.00% | +4 | New |
| Kathleen S. Wright Associates Inc. | 4 | $6.00K | 0.00% | +4 | 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 |
| Prestige Wealth Management Group LLC | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 5 | $7.00K | 0.00% | +5 | New |
| Missouri Trust & Investment Co | 5 | $7.00K | 0.00% | +5 | New |
| Byrne Asset Management LLC | 5 | $7.00K | 0.00% | +5 | New |
| Perkins Coie Trust Co | 6 | $8.00K | 0.00% | −30−83.3% | Reduced |
| Holloway Wealth Management, LLC | – | $8.00K | 0.00% | – | – |
| Castleview Partners, LLC | 12,396 | $9.00K | 0.00% | +12,396 | New |
| Curi Capital | 7 | $9.00K | 0.00% | +7 | New |
| James Reed Financial Services, Inc. | 7 | $9.00K | 0.01% | +7 | New |
| Gemmer Asset Management LLC | 7 | $10.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 8 | $11.0K | 0.00% | +3+60.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $12.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 9 | $12.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 9 | $12.0K | 0.01% | +9 | New |
| Westside Investment Management, Inc. | 10 | $13.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Annapolis Financial Services, LLC | 10 | $14.0K | 0.00% | +1+11.1% | Added |
| Interactive Financial Advisors | 10 | $14.0K | 0.01% | +10 | New |
| Masso Torrence Wealth Management Inc. | 10 | $14.0K | 0.01% | +10 | New |
| Wagner Wealth Management, LLC | 11 | $15.0K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 11 | $15.0K | 0.01% | +11 | New |
| Duncker Streett & Co Inc | 12 | $17.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 13 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 13 | $18.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 13 | $18.0K | 0.01% | +13 | New |
| IAG Wealth Partners, LLC | 13 | $18.0K | 0.01% | +13 | New |
| Rocky Mountain Advisers, LLC | 14 | $19.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 14 | $19.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 14 | $19.0K | 0.01% | +14 | New |
| Howe & Rusling Inc | 15 | $21.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 15 | $21.0K | 0.00% | +2+15.4% | Added |
| Bell Investment Advisors, Inc | 15 | $21.0K | 0.01% | +7+87.5% | Added |
| Lee Financial Co | 15 | $21.0K | 0.00% | +15 | New |
| AlphaMark Advisors, LLC | 17 | $23.0K | 0.01% | −1−5.6% | Reduced |
| Meeder Asset Management Inc | 17 | $23.0K | 0.00% | +5+41.7% | Added |
| Lake Point Wealth Management | 17 | $23.0K | 0.01% | +5+41.7% | Added |
| Smithfield Trust Co | 17 | $24.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 18 | $25.0K | 0.02% | −25−58.1% | Reduced |
| Activest Wealth Management | 18 | $25.0K | 0.02% | −23−56.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 18 | $25.0K | 0.01% | +18 | New |
| HighMark Wealth Management LLC | 18 | $25.0K | 0.02% | +18 | New |
| FSC Wealth Advisors, LLC | 18 | $25.0K | 0.02% | +18 | New |
| Optiver Holding B.V. | 19 | $26.0K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 19 | $26.0K | 0.02% | +19 | New |
| HBC Financial Services, PLLC | 20 | $27.0K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 20 | $27.6K | 0.02% | +20 | New |
| BerganKDV Wealth Management, LLC | 20 | $28.0K | 0.00% | −10−33.3% | Reduced |
| Amplius Wealth Advisors, LLC | 23 | $31.0K | 0.00% | +23 | New |
| Parkside Financial Bank & Trust | 23 | $32.0K | 0.01% | +20+666.7% | Added |
| Hudock, Inc. | 24 | $33.0K | 0.01% | −10−29.4% | Reduced |
| Delos Wealth Advisors, LLC | 24 | $33.0K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 25 | $34.0K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 25 | $34.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 26 | $36.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $37.0K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 28 | $39.0K | 0.01% | −12−30.0% | Reduced |
| Pinnacle Bancorp, Inc. | 28 | $39.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 28 | $39.0K | 0.02% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 28 | $39.0K | 0.00% | +28 | New |
| Financial Enhancement Group LLC | 30 | $41.0K | 0.01% | +4+15.4% | Added |
| Winch Advisory Services, LLC | 31 | $43.0K | 0.01% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 31 | $43.0K | 0.04% | +31 | New |
| Monolith Advisors | 31 | $43.0K | 0.03% | +31 | New |
| Carmichael Hill & Associates, Inc. | 32 | $44.0K | 0.02% | +5+18.5% | Added |
