| Hazlett, Burt & Watson, Inc. | 2,125 | $18.0K | 0.00% | −425−16.7% | Reduced |
| IFG Advisory, LLC | 1,946 | $16.1K | 0.00% | +1,946 | New |
| CX Institutional | 1,931 | $16.0K | 0.00% | +39+2.1% | Added |
| Larson Financial Group LLC | 1,862 | $15.4K | 0.00% | +81+4.5% | Added |
| ZRC Wealth Management, LLC | 1,794 | $14.9K | 0.00% | −1,675−48.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,706 | $14.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,700 | $14.1K | 0.00% | −3,600−67.9% | Reduced |
| Spurstone Advisory Services, LLC | 1,500 | $13.4K | 0.18% | +1,500 | New |
| Umb Bank N A | 1,369 | $11.3K | 0.00% | −742−35.1% | Reduced |
| Rothschild Investment LLC | 1,329 | $11.0K | 0.00% | −1,660−55.5% | Reduced |
| Ares Financial Consulting, LLC | 1,322 | $11.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,296 | $10.7K | 0.00% | +988+320.8% | Added |
| First United Bank Trust | 1,233 | $10.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,218 | $10.1K | 0.00% | +70+6.1% | Added |
| Farmers & Merchants Investments Inc | 1,137 | $9.43K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,054 | $8.74K | 0.00% | +764+263.4% | Added |
| CoreCap Advisors, LLC | 1,000 | $8.29K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,000 | $8.29K | 0.00% | +1,000 | New |
| Hoese & Co LLP | 1,000 | $8.29K | 0.01% | +1,000 | New |
| Fortitude Family Office, LLC | 978 | $8.11K | 0.00% | +920+1,586.2% | Added |
| Creative Financial Designs Inc | 977 | $8.10K | 0.00% | +244+33.3% | Added |
| Assetmark, Inc | 955 | $7.92K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 944 | $7.83K | 0.00% | +439+86.9% | Added |
| Sachetta, LLC | 889 | $7.37K | 0.00% | +62+7.5% | Added |
| Los Angeles Capital Management LLC | 881 | $7.30K | 0.00% | −9,290−91.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 858 | $7.11K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,300 | $6.63K | 0.00% | +1,500+187.5% | Added |
| Optiver Holding B.V. | 783 | $6.49K | 0.00% | +783 | New |
| Pittenger & Anderson Inc | 750 | $6.22K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 750 | $6.22K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 718 | $5.95K | 0.00% | −2,816−79.7% | Reduced |
| Tounjian Advisory Partners, LLC | 710 | $5.89K | 0.00% | +710 | New |
| Institute for Wealth Management, LLC. | 710 | $5.89K | 0.00% | +710 | New |
| Owl Creek Wealth Partners LLC | 700 | $5.80K | 0.00% | +700 | New |
| Zions Bancorporation, National Association | 662 | $5.49K | 0.00% | +124+23.0% | Added |
| Atlantic Union Bankshares Corp | 600 | $4.97K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 541 | $4.49K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 531 | $4.40K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 520 | $4.31K | 0.00% | +88+20.4% | Added |
| Community Financial Services Group, LLC | 425 | $3.80K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 425 | $3.52K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 425 | $3.52K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 375 | $3.11K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 354 | $2.94K | 0.00% | −1,219−77.5% | Reduced |
| IFP Advisors, Inc | 344 | $2.85K | 0.00% | −1,763−83.7% | Reduced |
| True Wealth Design, LLC | 339 | $2.81K | 0.00% | −1,308−79.4% | Reduced |
| Commonwealth Retirement Investments LLC | 327 | $2.71K | 0.00% | +327 | New |
| Triumph Capital Management | 325 | $2.69K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 324 | $2.69K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 300 | $2.49K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 286 | $2.37K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 285 | $2.36K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 285 | $2.36K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 260 | $2.15K | 0.00% | +250+2,500.0% | Added |
| Abound Wealth Management | 226 | $1.87K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 206 | $1.78K | 0.00% | +206 | New |
| Nalls Sherbakoff Group, LLC | 212 | $1.76K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 209 | $1.70K | 0.00% | +209 | New |
| First Community Trust NA | 200 | $1.66K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 196 | $1.63K | 0.00% | +196 | New |
| Kilter Group LLC | 156 | $1.29K | 0.00% | −33−17.5% | Reduced |
| Bruce G. Allen Investments, LLC | 144 | $1.19K | 0.00% | +79+121.5% | Added |
| Continuum Advisory, LLC | 128 | $1.06K | 0.00% | +128 | New |
| Horizon Bancorp Inc | 124 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 136 | $1.00K | 0.00% | +136 | New |
| Cornerstone Planning Group LLC | 135 | $997 | 0.00% | +1+0.7% | Added |
| First Command Advisory Services, Inc. | 113 | $937 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $829 | 0.00% | +100 | New |
| Horizon Investments, LLC | 97 | $804 | 0.00% | −37−27.6% | Reduced |
| Cedar Mountain Advisors, LLC | 93 | $771 | 0.00% | +93 | New |
| SHP Wealth Management | 89 | $738 | 0.00% | +23+34.8% | Added |
| First National Bank | 85 | $705 | 0.00% | +85 | New |
| LRI Investments, LLC | 77 | $638 | 0.00% | +77 | New |
| Rialto Wealth Management, LLC | 75 | $622 | 0.00% | +3+4.2% | Added |
| Cornerstone Financial Management LLC | 74 | $613 | 0.00% | +74 | New |
| HighMark Wealth Management LLC | 65 | $538 | 0.00% | +65 | New |
| Plante Moran Financial Advisors, LLC | 63 | $522 | 0.00% | +63 | New |
| Smartleaf Asset Management LLC | 62 | $513 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 60 | $497 | 0.00% | −15,613−99.6% | Reduced |
| TD Capital Management LLC | 50 | $415 | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 50 | $415 | 0.00% | +50 | New |
| Trust Co of Vermont | 45 | $373 | 0.00% | +45 | New |
| Ankerstar Wealth, LLC | 41 | $340 | 0.00% | +41 | New |
| UMA Financial Services, Inc. | 38 | $317 | 0.00% | −55−59.1% | Reduced |
| MV Capital Management, Inc. | 35 | $291 | 0.00% | −163−82.3% | Reduced |
| JFS Wealth Advisors, LLC | 34 | $282 | 0.00% | +34 | New |
| Gilpin Wealth Management, LLC | 33 | $274 | 0.00% | +33 | New |
| West Paces Advisors Inc. | 32 | $265 | 0.00% | +32 | New |
| IAG Wealth Partners, LLC | 27 | $224 | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 27 | $220 | 0.00% | +1+3.8% | Added |
| Clearstead Advisors, LLC | 21 | $176 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $133 | 0.00% | −1,771−99.1% | Reduced |
| Davis Capital Management | 8 | $66 | 0.00% | +8 | New |
| Buck Wealth Strategies, LLC | 8 | $66 | 0.00% | +8 | New |
| ROSS\JOHNSON & Associates LLC | 8 | $66 | 0.00% | +8 | New |
| Silver Grove Financial Group, Inc. | 6 | $50 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 5 | $41 | 0.00% | −128−96.2% | Reduced |
| Walleye Capital LLC | 3 | $25 | 0.00% | −62,878−100.0% | Reduced |
| Wolff Wiese Magana LLC | 2 | $18 | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 1 | $8 | 0.00% | −56,745−100.0% | Reduced |
