| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 1 | $507 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 5 | $552 | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $895 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 2 | $1.00K | 0.00% | −23,991−100.0% | Reduced |
| USA Financial Portformulas Corp | 2 | $1.01K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2 | $1.01K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 2 | $1.01K | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 2 | $1.11K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 3 | $1.52K | 0.00% | −13−81.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 3 | $1.52K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $2.02K | 0.00% | −2−33.3% | Reduced |
| True Wealth Design, LLC | 4 | $2.02K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 4 | $2.23K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4 | $2.35K | 0.00% | −518−99.2% | Reduced |
| LGT Financial Advisors LLC | 5 | $2.53K | 0.00% | +5 | New |
| Kozak & Associates, Inc. | 6 | $2.99K | 0.00% | +6 | New |
| Global Wealth Strategies & Associates | 6 | $3.04K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 6 | $3.04K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 8 | $4.05K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 10 | $5.06K | 0.00% | −90−90.0% | Reduced |
| Morgan Dempsey Capital Management LLC | 10 | $5.06K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 10 | $5.06K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 10 | $5.06K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 10 | $5.06K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 10 | $5.06K | 0.01% | +10 | New |
| Hibernia Wealth Partners, LLC | 11 | $5.57K | 0.00% | +11 | New |
| New England Capital Financial Advisors LLC | 11 | $5.57K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 12 | $6.07K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 13 | $6.58K | 0.01% | +13 | New |
| Wolff Wiese Magana LLC | 13 | $6.58K | 0.01% | −7−35.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 14 | $7.09K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 17 | $7.57K | 0.00% | +17 | New |
| Jackson, Grant Investment Advisers, Inc. | 15 | $7.59K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 15 | $7.60K | 0.00% | +15 | New |
| First PREMIER Bank | 16 | $8.00K | 0.00% | −800−98.0% | Reduced |
| City State Bank | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 17 | $8.61K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 17 | $8.61K | 0.00% | +10+142.9% | Added |
| Westside Investment Management, Inc. | 19 | $9.62K | 0.00% | −2−9.5% | Reduced |
| Eukles Asset Management | 19 | $9.62K | 0.01% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 20 | $10.0K | 0.01% | −84−80.8% | Reduced |
| KB Financial Partners, LLC | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 20 | $10.1K | 0.01% | +20 | New |
| Bourgeon Capital Management LLC | 20 | $10.1K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 20 | $10.1K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 20 | $10.1K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 21 | $11.0K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 23 | $11.6K | 0.01% | +23 | New |
| Country Trust Bank | 23 | $11.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $12.7K | 0.00% | +6+31.6% | Added |
| Level Financial Advisors, Inc. | 25 | $12.7K | 0.01% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 26 | $13.2K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 29 | $14.0K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 29 | $14.7K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 30 | $15.0K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 30 | $15.4K | 0.01% | −1,894−98.4% | Reduced |
| Lowe Wealth Advisors, LLC | 32 | $16.2K | 0.01% | 00.0% | Unchanged |
| Provence Wealth Management Group | 33 | $16.7K | 0.01% | +33 | New |
| Adalta Capital Management LLC | 33 | $17.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 34 | $17.2K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 34 | $17.2K | 0.01% | +25+277.8% | Added |
| Cassady Schiller Wealth Management, LLC | 34 | $17.2K | 0.01% | +34 | New |
| Grayhawk Investment Strategies Inc. | 37 | $18.7K | 0.01% | 00.0% | Unchanged |
| RVW Wealth, LLC | 37 | $18.7K | 0.00% | +37 | New |
| Aspire Private Capital, LLC | 37 | $18.7K | 0.01% | +14+60.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 38 | $19.2K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 40 | $20.2K | 0.01% | +8+25.0% | Added |
| Tucker Asset Management LLC | 42 | $21.3K | 0.01% | +1+2.4% | Added |
| Cedar Mountain Advisors, LLC | 43 | $21.8K | 0.01% | −11−20.4% | Reduced |
| South State Corp. | 43 | $21.8K | 0.00% | +35+437.5% | Added |
| GeoWealth Management, LLC | 44 | $22.0K | 0.00% | +7+18.9% | Added |
| Avondale Wealth Management | 44 | $22.3K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 44 | $22.3K | 0.02% | +5+12.8% | Added |
| Winch Advisory Services, LLC | 45 | $23.0K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 45 | $23.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 48 | $24.3K | 0.01% | −19−28.4% | Reduced |
| Stephens Consulting, LLC | 49 | $24.8K | 0.01% | 00.0% | Unchanged |
| Trust Co | 50 | $25.3K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $25.3K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 51 | $25.8K | 0.02% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 52 | $26.3K | 0.01% | −4−7.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,693 | $26.5K | 0.77% | 00.0% | Unchanged |
| New Millennium Group LLC | 53 | $26.8K | 0.02% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 53 | $26.8K | 0.01% | +40+307.7% | Added |
| Portland Hill Asset Management Ltd | 55 | $28.0K | 0.07% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 56 | $28.3K | 0.02% | +9+19.1% | Added |
| Annapolis Financial Services, LLC | 58 | $29.4K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 60 | $30.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 61 | $30.9K | 0.01% | +1+1.7% | Added |
| CNB Bank | 61 | $30.9K | 0.02% | +18+41.9% | Added |
| West Tower Group, LLC | 62 | $31.4K | 0.02% | +38+158.3% | Added |
| Western Pacific Wealth Management, LP | 64 | $32.4K | 0.03% | −37−36.6% | Reduced |
| Live Oak Investment Partners | – | $32.9K | 0.03% | – | – |
| Cranbrook Wealth Management, LLC | 66 | $33.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $33.4K | 0.01% | −4−5.7% | Reduced |
| PFG Private Wealth Management, LLC | 67 | $33.9K | 0.03% | −200−74.9% | Reduced |
| Tyler-Stone Wealth Management | 70 | $35.0K | 0.02% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 69 | $36.0K | 0.01% | +1+1.5% | Added |
| Prestige Wealth Management Group LLC | 73 | $37.0K | 0.01% | +11+17.7% | Added |