| Core Alternative Capital | 49 | $9.60K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 49 | $9.60K | 0.00% | +49 | New |
| Colonial Trust Advisors | 50 | $9.80K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 51 | $9.99K | 0.00% | +37+264.3% | Added |
| T. Rowe Price Investment Management, Inc. | 51 | $10.0K | 0.00% | +51 | New |
| Cloud Capital Management, LLC | 56 | $10.0K | 0.01% | +56 | New |
| BankPlus Trust Department | 53 | $10.4K | 0.00% | +53 | New |
| Winch Advisory Services, LLC | 54 | $10.6K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 59 | $11.6K | 0.01% | −3,780−98.5% | Reduced |
| Darwin Advisors, LLC | 60 | $11.8K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 61 | $12.0K | 0.01% | +61 | New |
| Pension & Wealth Management Advisors, Inc. | 62 | $12.1K | 0.00% | +62 | New |
| Valued Wealth Advisors LLC | 63 | $12.4K | 0.01% | +2+3.3% | Added |
| Financial Network Wealth Advisors LLC | 64 | $12.5K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 65 | $12.7K | 0.00% | +12+22.6% | Added |
| Proffitt & Goodson Inc | 65 | $12.7K | 0.00% | +65 | New |
| Howard Hughes Medical Institute | 69 | $13.5K | 0.01% | −4−5.5% | Reduced |
| Valley National Advisers Inc | 80 | $15.0K | 0.00% | +29+56.9% | Added |
| WealthCollab, LLC | 78 | $15.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 78 | $15.3K | 0.00% | +10+14.7% | Added |
| Avion Wealth | 85 | $16.0K | 0.00% | −7−7.6% | Reduced |
| Park Place Capital Corp | 83 | $16.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 84 | $16.5K | 0.00% | −73−46.5% | Reduced |
| Wolff Wiese Magana LLC | 86 | $16.9K | 0.01% | +28+48.3% | Added |
| Grove Bank & Trust | 92 | $18.0K | 0.00% | +89+2,966.7% | Added |
| BFSG, LLC | 95 | $18.6K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 95 | $18.6K | 0.00% | +2+2.2% | Added |
| Barnes Dennig Private Wealth Management LLC | 98 | $19.2K | 0.02% | −26−21.0% | Reduced |
| Ameritas Advisory Services, LLC | 100 | $19.6K | 0.00% | −1,021−91.1% | Reduced |
| Old Point Trust & Financial Services N A | 100 | $19.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $19.6K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 100 | $19.6K | 0.00% | −71−41.5% | Reduced |
| Asset Planning,Inc | 100 | $19.6K | 0.01% | +100 | New |
| Brown, Lisle/Cummings, Inc. | 102 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 104 | $20.4K | 0.01% | −17−14.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 105 | $21.0K | 0.00% | −3,432−97.0% | Reduced |
| MV Capital Management, Inc. | 115 | $22.5K | 0.00% | +7+6.5% | Added |
| Tortoise Investment Management, LLC | 116 | $22.6K | 0.00% | +4+3.6% | Added |
| Westside Investment Management, Inc. | 114 | $23.0K | 0.00% | +58+103.6% | Added |
| Stone House Investment Management, LLC | 122 | $23.9K | 0.00% | +1+0.8% | Added |
| Cornerstone Planning Group LLC | 662 | $24.8K | 0.00% | +585+759.7% | Added |
| Salomon & Ludwin, LLC | 123 | $24.8K | 0.00% | +123 | New |
| Quent Capital, LLC | 128 | $25.0K | 0.00% | +128 | New |
| Capital Advisors, Ltd. LLC | 137 | $27.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 140 | $27.4K | 0.01% | +135+2,700.0% | Added |
| New Millennium Group LLC | 143 | $28.0K | 0.01% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 144 | $28.2K | 0.01% | +144 | New |
| Red Tortoise LLC | 149 | $29.2K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 150 | $29.4K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 150 | $29.4K | 0.01% | +150 | New |
| City State Bank | 155 | $30.4K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 158 | $31.0K | 0.00% | +100+172.4% | Added |
| TD Capital Management LLC | 159 | $31.2K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 174 | $32.8K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 186 | $36.4K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 194 | $38.0K | 0.01% | +134+223.3% | Added |
| Strive Asset Management, LLC | 195 | $38.2K | 0.02% | +195 | New |
| Bank of Jackson Hole Trust | 197 | $38.6K | 0.02% | +197 | New |
| UMA Financial Services, Inc. | 198 | $38.8K | 0.01% | +27+15.8% | Added |
| Anchor Investment Management, LLC | 200 | $39.2K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 200 | $39.2K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 200 | $39.2K | 0.01% | +200 | New |
| Rosenberg Matthew Hamilton | 203 | $39.8K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 205 | $40.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 239 | $46.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 242 | $47.4K | 0.00% | −2−0.8% | Reduced |
| Future Financial Wealth Managment LLC | 245 | $48.0K | 0.03% | +245 | New |
| McIlrath & Eck, LLC | 249 | $48.8K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 250 | $49.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 254 | $49.8K | 0.00% | +254 | New |
| GW&K Investment Management, LLC | 263 | $52.0K | 0.00% | +14+5.6% | Added |
| Keener Financial Planning LLC | 290 | $56.0K | 0.03% | 00.0% | Unchanged |
| Aviso Financial Inc. | 287 | $56.2K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 290 | $56.9K | 0.04% | +290 | New |
| Wellington Shields & Co., LLC | 300 | $58.8K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 300 | $58.8K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 300 | $58.8K | 0.03% | +200+200.0% | Added |
| SOA Wealth Advisors, LLC. | 300 | $58.8K | 0.01% | +195+185.7% | Added |
| HM Payson & Co | 309 | $60.5K | 0.00% | +209+209.0% | Added |
| West Oak Capital, LLC | 335 | $65.6K | 0.03% | +300+857.1% | Added |
| Golden State Wealth Management, LLC | 345 | $67.6K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 355 | $69.6K | 0.01% | +355 | New |
| North Star Investment Management Corp. | 364 | $71.3K | 0.00% | +124+51.7% | Added |
| Concord Wealth Partners | 377 | $73.8K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 394 | $77.2K | 0.00% | −65−14.2% | Reduced |
| Fortitude Family Office, LLC | 396 | $77.6K | 0.02% | +4+1.0% | Added |
| CVA Family Office, LLC | 410 | $80.3K | 0.01% | −48−10.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 411 | $80.5K | 0.16% | −4,233−91.1% | Reduced |
| Compagnie Lombard Odier SCmA | 431 | $84.4K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 431 | $84.4K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $88.2K | 0.02% | +100+28.6% | Added |
| LRI Investments, LLC | 451 | $88.3K | 0.01% | +165+57.7% | Added |
| WPG Advisers, LLC | 484 | $94.8K | 0.07% | −91−15.8% | Reduced |
| AXA Investment Managers S.A. | 489 | $95.8K | 0.00% | +489 | New |
| JNBA Financial Advisors | 500 | $98.0K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 502 | $98.3K | 0.06% | +6+1.2% | Added |
| Ostrum Asset Management | 513 | $100.5K | 0.00% | −17−3.2% | Reduced |
| Geneos Wealth Management Inc. | 516 | $101.1K | 0.00% | −1,488−74.3% | Reduced |
| Colonial Trust Co | 522 | $102.3K | 0.01% | +512+5,120.0% | Added |
| Harbor Investment Advisory, LLC | 533 | $104.4K | 0.01% | +100+23.1% | Added |
