| PEAK6 LLC | 1 | $504 | 0.00% | −2−66.7% | Reduced |
| WestEnd Advisors, LLC | 1 | $605 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $605 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1 | $605 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $605 | 0.00% | +1 | New |
| Tidemark, LLC | 1 | $605 | 0.00% | +1 | New |
| Synergy Investment Management, LLC | 1 | $605 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $606 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2 | $1.21K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2 | $1.21K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $1.21K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 2 | $1.21K | 0.00% | +1+100.0% | Added |
| TFC Financial Management | 2 | $1.21K | 0.00% | −5−71.4% | Reduced |
| Quaker Wealth Management, LLC | 2 | $1.21K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $1.21K | 0.00% | +1+100.0% | Added |
| Chilton Capital Management LLC | 2 | $1.21K | 0.00% | +2 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $1.21K | 0.00% | +2 | New |
| Basepoint Wealth LLC | 3 | $1.81K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $1.81K | 0.00% | +1+50.0% | Added |
| Principia Wealth Advisory, LLC | 3 | $1.81K | 0.00% | +1+50.0% | Added |
| Napier Financial, LLC | 3 | $1.81K | 0.00% | +3 | New |
| South State Corp. | 3 | $1.82K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $1.82K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 3 | $1.87K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3 | $1.91K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 4 | $1.99K | 0.00% | −290−98.6% | Reduced |
| Triumph Capital Management | 4 | $2.42K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $2.42K | 0.00% | +2+100.0% | Added |
| Cornerstone Financial Management LLC | 4 | $2.42K | 0.00% | +2+100.0% | Added |
| Vermillion Wealth Management, Inc. | 4 | $2.42K | 0.00% | +4 | New |
| Elequin Capital LP | 4 | $2.42K | 0.00% | +4 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 4 | $2.42K | 0.00% | −10−71.4% | Reduced |
| Sittner & Nelson, LLC | 4 | $2.42K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $2.42K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 4 | $2.42K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 4 | $2.42K | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 4 | $2.53K | 0.00% | +3+300.0% | Added |
| Dunhill Financial, LLC | 4 | $2.88K | 0.00% | −1−20.0% | Reduced |
| First Command Advisory Services, Inc. | 5 | $3.02K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 5 | $3.02K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $3.02K | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $3.03K | 0.00% | +2+66.7% | Added |
| RMG Wealth Management LLC | 5 | $3.16K | 0.00% | +5 | New |
| Caldwell Sutter Capital, Inc. | 7 | $4.24K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 7 | $4.24K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 7 | $4.24K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $4.24K | 0.00% | +6+600.0% | Added |
| Cary Street Partners Financial LLC | 7 | $4.24K | 0.00% | +7 | New |
| TD Capital Management LLC | 7 | $4.24K | 0.00% | +7 | New |
| Philadelphia Investment Partners, LLC | 7 | $4.24K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $4.24K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 7 | $4.24K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 7 | $4.24K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $4.33K | 0.00% | +5+250.0% | Added |
| Clear Street Markets LLC | 8 | $4.84K | 0.00% | −178−95.7% | Reduced |
| Fairman Group, LLC | 8 | $4.84K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $4.84K | 0.00% | +3+60.0% | Added |
| Dogwood Wealth Management LLC | 8 | $4.84K | 0.00% | +6+300.0% | Added |
| MCF Advisors LLC | 8 | $4.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $4.84K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $4.84K | 0.00% | +5+166.7% | Added |
| Tower View Investment Management & Research LLC | 8 | $4.84K | 0.00% | +8 | New |
| JPL Wealth Management, LLC | 8 | $4.84K | 0.00% | +8 | New |
| Bangor Savings Bank | 9 | $5.45K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 10 | $6.05K | 0.00% | −8−44.4% | Reduced |
| Bryn Mawr Trust Co | 10 | $6.05K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $6.05K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 10 | $6.05K | 0.00% | +10 | New |
| PFS Partners, LLC | 10 | $6.05K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $6.05K | 0.00% | +2+25.0% | Added |
| Park Place Capital Corp | 11 | $6.66K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 11 | $6.66K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 11 | $6.66K | 0.00% | +5+83.3% | Added |
| State of Wyoming | 13 | $7.87K | 0.00% | −3−18.8% | Reduced |
| Atlas Capital Advisors LLC | 13 | $7.87K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $8.47K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 14 | $8.47K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 14 | $8.47K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $9.07K | 0.00% | +5+50.0% | Added |
| Horizon Financial Services, LLC | 15 | $9.07K | 0.00% | +9+150.0% | Added |
| Vanguard National Trust Co | 15 | $9.07K | 0.00% | +15 | New |
| New England Capital Financial Advisors LLC | 15 | $9.08K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $9.68K | 0.01% | −50−75.8% | Reduced |
| First Horizon Corp | 16 | $9.68K | 0.00% | +3+23.1% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 16 | $9.68K | 0.00% | +16 | New |
| Pacific Center for Financial Services | 16 | $9.68K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 17 | $10.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 17 | $10.3K | 0.00% | +2+13.3% | Added |
| TD Waterhouse Canada Inc. | 17 | $10.5K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 18 | $10.9K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 18 | $10.9K | 0.00% | +18 | New |
| Ritter Daniher Financial Advisory LLC | 18 | $10.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 17 | $11.0K | 0.01% | −15−46.9% | Reduced |
| Colonial Trust Co | 18 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $11.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $11.5K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 20 | $12.1K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 21 | $12.7K | 0.00% | 00.0% | Unchanged |