| Missouri Trust & Investment Co | 1,000 | $59.5K | 0.02% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,000 | $59.5K | 0.04% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 992 | $59.1K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 950 | $56.6K | 0.01% | +5+0.5% | Added |
| Prestige Wealth Management Group LLC | 950 | $56.6K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 896 | $54.2K | 0.03% | −52−5.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 886 | $52.8K | 0.02% | +46+5.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 882 | $52.5K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 875 | $52.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 828 | $49.3K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 813 | $48.4K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 773 | $46.0K | 0.01% | −18−2.3% | Reduced |
| Accredited Wealth Management, LLC | 768 | $45.8K | 0.04% | +2+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 731 | $43.5K | 0.00% | −10,199−93.3% | Reduced |
| Atticus Wealth Management, LLC | 719 | $42.8K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 718 | $42.8K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 699 | $41.6K | 0.00% | +699 | New |
| Mondrian Investment Partners LTD | 691 | $41.1K | 0.00% | +31+4.7% | Added |
| Caldwell Sutter Capital, Inc. | 690 | $41.1K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 700 | $41.0K | 0.02% | −7−1.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 688 | $41.0K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 676 | $40.3K | 0.00% | +3+0.4% | Added |
| Oakworth Capital, Inc. | 664 | $39.5K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 635 | $37.8K | 0.01% | +1+0.2% | Added |
| Richardson Financial Services Inc. | 618 | $36.8K | 0.03% | +418+209.0% | Added |
| Webster Bank, N. A. | 617 | $36.7K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 600 | $35.7K | 0.00% | −1,000−62.5% | Reduced |
| Godsey & Gibb Associates | 600 | $35.7K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 597 | $35.5K | 0.02% | +3+0.5% | Added |
| Country Trust Bank | 596 | $35.5K | 0.00% | +33+5.9% | Added |
| Coastline Trust Co | 580 | $34.5K | 0.00% | −132−18.5% | Reduced |
| TCTC Holdings, LLC | 556 | $33.1K | 0.00% | 00.0% | Unchanged |
| Brentview Investment Management LLC | 553 | $32.9K | 0.02% | +553 | New |
| 1620 Investment Advisors, Inc. | 545 | $32.5K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 530 | $32.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 528 | $31.4K | 0.00% | +28+5.6% | Added |
| Newbridge Financial Services Group, Inc. | 525 | $31.3K | 0.01% | −111−17.5% | Reduced |
| City State Bank | 517 | $30.8K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 512 | $30.5K | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 505 | $30.1K | 0.00% | +505 | New |
| BOK Financial Private Wealth, Inc. | 500 | $29.8K | 0.00% | −639−56.1% | Reduced |
| VSM Wealth Advisory, LLC | 500 | $29.8K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 500 | $29.8K | 0.00% | +500 | New |
| Roxbury Financial LLC | 513 | $29.0K | 0.03% | +4+0.8% | Added |
| Medallion Wealth Advisors, LLC | 487 | $29.0K | 0.01% | −340−41.1% | Reduced |
| Vermillion Wealth Management, Inc. | 473 | $28.2K | 0.01% | −49−9.4% | Reduced |
| Bangor Savings Bank | 469 | $27.9K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 436 | $26.0K | 0.01% | +36+9.0% | Added |
| McIlrath & Eck, LLC | 426 | $25.4K | 0.00% | +68+19.0% | Added |
| Richards, Merrill & Peterson, Inc. | 423 | $25.2K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 414 | $24.7K | 0.00% | +16+4.0% | Added |
| Golden State Wealth Management, LLC | 411 | $24.5K | 0.00% | −39−8.7% | Reduced |
| Tortoise Investment Management, LLC | 411 | $24.5K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 400 | $23.8K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 400 | $23.8K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 400 | $23.8K | 0.01% | 00.0% | Unchanged |
| Trust Co | 400 | $23.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 392 | $23.0K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 372 | $22.2K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 372 | $22.2K | 0.02% | +199+115.0% | Added |
| North Capital, Inc. | 365 | $21.7K | 0.02% | +365 | New |
| Asset Dedication, LLC | 362 | $21.6K | 0.00% | +145+66.8% | Added |
| JNBA Financial Advisors | 359 | $21.4K | 0.00% | −65−15.3% | Reduced |
| Citizens National Bank Trust Department | 358 | $21.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 339 | $20.2K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 341 | $20.2K | 0.00% | −365−51.7% | Reduced |
| FSC Wealth Advisors, LLC | 337 | $20.1K | 0.01% | +3+0.9% | Added |
| Wayfinding Financial, LLC | 340 | $20.0K | 0.01% | +340 | New |
| Cornerstone Planning Group LLC | 307 | $19.7K | 0.00% | +170+124.1% | Added |
| Centricity Wealth Management, LLC | 329 | $19.6K | 0.02% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 325 | $19.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 315 | $19.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 297 | $18.5K | 0.00% | +2+0.7% | Added |
| GPS Wealth Strategies Group, LLC | 308 | $18.3K | 0.00% | +138+81.2% | Added |
| Garde Capital, Inc. | 300 | $17.9K | 0.00% | +300 | New |
| Smallwood Wealth Investment Management, LLC | 300 | $17.9K | 0.01% | +300 | New |
| Proathlete Wealth Management LLC | 298 | $17.7K | 0.01% | +298 | New |
| Wolff Wiese Magana LLC | 293 | $17.4K | 0.01% | +293 | New |
| American Capital Advisory, LLC | 292 | $17.4K | 0.01% | −22,484−98.7% | Reduced |
| MCF Advisors LLC | 283 | $16.9K | 0.00% | +155+121.1% | Added |
| Beacon Capital Management, LLC | 278 | $16.6K | 0.00% | +2+0.7% | Added |
| Noble Wealth Management PBC | 273 | $16.3K | 0.01% | −96−26.0% | Reduced |
| Rocky Mountain Advisers, LLC | 267 | $15.9K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 260 | $15.5K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 251 | $14.9K | 0.00% | −505−66.8% | Reduced |
| Sterling Capital Management LLC | 246 | $14.6K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 235 | $14.0K | 0.01% | +235 | New |
| Private Wealth Asset Management, LLC | 225 | $13.4K | 0.00% | +225 | New |
| Rakuten Securities, Inc. | 219 | $13.0K | 0.01% | +3+1.4% | Added |
| Highline Wealth Partners LLC | 219 | $13.0K | 0.00% | +108+97.3% | Added |
| Crowley Wealth Management, Inc. | 218 | $13.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 211 | $12.6K | 0.00% | −194−47.9% | Reduced |
| Bear Mountain Capital, Inc. | 190 | $12.0K | 0.00% | +190 | New |
| Monetary Management Group Inc | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 200 | $11.9K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 196 | $11.7K | 0.00% | +12+6.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 190 | $11.3K | 0.01% | +190 | New |
| Frazier Financial Advisors, LLC | 183 | $10.9K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 183 | $10.9K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 179 | $10.7K | 0.00% | 00.0% | Unchanged |
