| Dunhill Financial, LLC | 10 | $13.7K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 11 | $14.6K | 0.00% | −2−15.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 11 | $14.6K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 12 | $16.0K | 0.01% | −7−36.8% | Reduced |
| Howard Hughes Medical Institute | 12 | $16.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $16.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 12 | $16.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 12 | $16.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 12 | $16.0K | 0.00% | +9+300.0% | Added |
| Atlantic Union Bankshares Corp | 13 | $17.3K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $17.3K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 13 | $17.3K | 0.01% | +13 | New |
| Clayton Financial Group LLC | 13 | $17.3K | 0.01% | +9+225.0% | Added |
| Bruce G. Allen Investments, LLC | 14 | $18.6K | 0.01% | −5−26.3% | Reduced |
| Red Tortoise LLC | 14 | $18.6K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 14 | $18.6K | 0.00% | +2+16.7% | Added |
| Bellevue Asset Management, LLC | 14 | $18.6K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 15 | $19.9K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 15 | $19.9K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 15 | $19.9K | 0.00% | +6+66.7% | Added |
| Hurley Capital, LLC | 16 | $21.3K | 0.01% | −1−5.9% | Reduced |
| Archer Investment Corp | 16 | $21.3K | 0.00% | −1−5.9% | Reduced |
| Financial Management Professionals, Inc. | 16 | $21.3K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 16 | $21.3K | 0.01% | +2+14.3% | Added |
| Bell Investment Advisors, Inc | 16 | $21.3K | 0.00% | +8+100.0% | Added |
| Sound Income Strategies, LLC | 16 | $23.2K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 18 | $23.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 18 | $23.9K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 19 | $25.3K | 0.02% | +19 | New |
| Elyxium Wealth, LLC | 19 | $25.3K | 0.01% | +19 | New |
| Covestor Ltd | 19 | $26.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 20 | $26.6K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 20 | $26.6K | 0.00% | +18+900.0% | Added |
| Transamerica Financial Advisors, Inc. | 20 | $27.1K | 0.00% | +19+1,900.0% | Added |
| St Germain D J Co Inc | 21 | $27.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 21 | $28.6K | 0.00% | +13+162.5% | Added |
| TFC Financial Management | 22 | $29.3K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 22 | $29.3K | 0.00% | +22 | New |
| Bank of Jackson Hole Trust | 23 | $30.6K | 0.01% | −7−23.3% | Reduced |
| Meeder Asset Management Inc | 24 | $31.9K | 0.00% | +17+242.9% | Added |
| ZRC Wealth Management, LLC | 24 | $31.9K | 0.01% | +22+1,100.0% | Added |
| Trust Co of Vermont | 25 | $33.2K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 25 | $33.2K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 26 | $34.6K | 0.00% | +8+44.4% | Added |
| MV Capital Management, Inc. | 26 | $34.6K | 0.00% | +8+44.4% | Added |
| DT Investment Partners, LLC | 27 | $35.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $37.2K | 0.00% | +10+55.6% | Added |
| Wealth Watch Advisors, INC | 30 | $39.9K | 0.01% | +4+15.4% | Added |
| Fortitude Family Office, LLC | 31 | $41.2K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 33 | $43.9K | 0.03% | −18−35.3% | Reduced |
| CVA Family Office, LLC | 35 | $46.5K | 0.01% | −12−25.5% | Reduced |
| Farmers & Merchants Investments Inc | 36 | $47.9K | 0.00% | +1+2.9% | Added |
| International Assets Investment Management, LLC | 36 | $47.9K | 0.00% | +36 | New |
| SageView Advisory Group, LLC | 37 | $48.5K | 0.00% | +37 | New |
| Longview Financial Advisors LLC | 38 | $50.5K | 0.03% | +7+22.6% | Added |
| Strategic Wealth Partners, Ltd. | 39 | $51.9K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 40 | $53.2K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 41 | $54.9K | 0.02% | +10+32.3% | Added |
| Basecamp Wealth Advisors LLC | 43 | $57.2K | 0.01% | +43 | New |
| Arlington Trust Co LLC | 46 | $61.2K | 0.01% | −37−44.6% | Reduced |
| Toth Financial Advisory Corp | 47 | $62.5K | 0.01% | +47 | New |
| Manchester Capital Management LLC | 48 | $63.8K | 0.01% | +1+2.1% | Added |
| Versant Capital Management, Inc | 48 | $63.8K | 0.01% | +19+65.5% | Added |
| Itau Unibanco Holding S.A. | 49 | $65.2K | 0.00% | +1+2.1% | Added |
| FWL Investment Management, LLC | 50 | $66.5K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 50 | $66.5K | 0.04% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 50 | $66.5K | 0.05% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 50 | $66.5K | 0.00% | +50 | New |
| Golden State Wealth Management, LLC | 50 | $67.6K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 52 | $69.2K | 0.01% | +52 | New |
| Winch Advisory Services, LLC | 52 | $69.2K | 0.02% | 00.0% | Unchanged |
| Kings Path Partners LLC | 55 | $73.1K | 0.03% | −5−8.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 55 | $73.1K | 0.01% | +8+17.0% | Added |
| MidFirst Bank | 56 | $74.5K | 0.01% | +56 | New |
| Smithfield Trust Co | 56 | $75.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 58 | $77.1K | 0.01% | +58 | New |
| Flagship Harbor Advisors, LLC | 59 | $79.2K | 0.00% | −95−61.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 61 | $82.1K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 62 | $82.5K | 0.03% | −1−1.6% | Reduced |
| Quattro Advisors LLC | 64 | $85.1K | 0.07% | +64 | New |
| Rothschild Investment LLC | 66 | $87.8K | 0.00% | −16−19.5% | Reduced |
| Atlantic Trust, LLC | 73 | $97.1K | 0.02% | −25−25.5% | Reduced |
| Union Savings Bank | 75 | $99.7K | 0.04% | +75 | New |
| Harbour Investments, Inc. | 75 | $99.7K | 0.00% | +9+13.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 76 | $101.1K | 0.03% | +12+18.8% | Added |
| Oakworth Capital, Inc. | 77 | $102.4K | 0.01% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 71 | $103.0K | 1.82% | +71 | New |
| DV Equities, LLC | 78 | $103.7K | 0.02% | +78 | New |
| Aventura Private Wealth, LLC | 79 | $104.4K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 81 | $107.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 84 | $111.7K | 0.02% | −13−13.4% | Reduced |
| Hantz Financial Services, Inc. | 90 | $120.0K | 0.00% | +69+328.6% | Added |
| Colonial Trust Advisors | 95 | $126.3K | 0.01% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 109 | $145.0K | 0.07% | +109 | New |
| Private Wealth Asset Management, LLC | 113 | $150.3K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 117 | $155.1K | 0.02% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 126 | $167.4K | 0.17% | +126 | New |
| First Horizon Corp | 132 | $175.5K | 0.01% | +4+3.1% | Added |
| Ronald Blue Trust, Inc. | 136 | $181.0K | 0.00% | −14−9.3% | Reduced |
| Quent Capital, LLC | 136 | $181.1K | 0.01% | −8−5.6% | Reduced |
