| J.Safra Asset Management Corp | 47 | $0 | 0.00% | +47 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| Old North State Trust, LLC | 8 | $1.32K | 1.06% | −8,168−99.9% | Reduced |
| Advocacy Wealth Management Services, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $2.75K | 0.00% | – | – |
| Gleason Group, Inc. | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 30 | $5.00K | 0.00% | −84−73.7% | Reduced |
| Bellevue Asset Management, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 35 | $6.00K | 0.01% | +10+40.0% | Added |
| Conrad Siegel Investment Advisors, Inc. | 50 | $8.00K | 0.01% | +50 | New |
| Timber Creek Capital Management LLC | 60 | $9.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 53 | $9.00K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 64 | $10.0K | 0.00% | +61+2,033.3% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 60 | $10.0K | 0.01% | +60 | New |
| Dark Forest Capital Management LP | 64 | $10.0K | 0.00% | +64 | New |
| Moisand Fitzgerald Tamayo, LLC | 68 | $11.0K | 0.01% | +32+88.9% | Added |
| Iron Horse Wealth Management, LLC | 76 | $12.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 83 | $13.0K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 92 | $15.0K | 0.00% | −710−88.5% | Reduced |
| O'Dell Group, LLC | 92 | $15.0K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 90 | $15.0K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 96 | $16.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 98 | $16.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $16.0K | 0.01% | +65+185.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 109 | $17.0K | 0.01% | +109 | New |
| CFS Investment Advisory Services, LLC | 3,046,209 | $19.0K | 0.08% | +3,027,814+16,460.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 121 | $20.0K | 0.02% | −42−25.8% | Reduced |
| Paladin Advisory Group, LLC | 123 | $20.0K | 0.02% | +123 | New |
| JCIC Asset Management Inc. | 131 | $21.0K | 0.01% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 134 | $21.7K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 150 | $24.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 150 | $24.0K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 157 | $25.0K | 0.01% | +1+0.6% | Added |
| Schubert & Co | 152 | $25.0K | 0.03% | +40+35.7% | Added |
| Level Financial Advisors, Inc. | 175 | $28.0K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 181 | $29.4K | 0.01% | +89+96.7% | Added |
| Rational Advisors LLC | 182 | $30.0K | 0.00% | −9,015−98.0% | Reduced |
| Blume Capital Management, Inc. | 182 | $30.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 200 | $33.0K | 0.02% | −74−27.0% | Reduced |
| Holloway Wealth Management, LLC | – | $33.0K | 0.01% | – | – |
| Intelligent Financial Strategies | 202 | $33.0K | 0.03% | +2+1.0% | Added |
| GoalVest Advisory LLC | 205 | $33.0K | 0.02% | +205 | New |
| Joseph P. Lucia & Associates, LLC | 209 | $34.0K | 0.02% | +209 | New |
| 4Thought Financial Group Inc. | 218 | $35.0K | 0.03% | 00.0% | Unchanged |
| Steward Financial Group LLC | 225 | $36.0K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 250 | $41.0K | 0.03% | 00.0% | Unchanged |
| Cordant, Inc. | 259 | $42.0K | 0.03% | +259 | New |
| Heritage Wealth Management, LLC | 257 | $42.0K | 0.01% | +257 | New |
| GeoWealth Management, LLC | 266 | $43.0K | 0.00% | −492−64.9% | Reduced |
| AGF Investments LLC | 267 | $43.0K | 0.00% | −48−15.2% | Reduced |
| Cedar Mountain Advisors, LLC | 279 | $45.0K | 0.01% | +2+0.7% | Added |
| Cornerstone Management, Inc. | 283 | $45.9K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 303 | $49.0K | 0.00% | −110−26.6% | Reduced |
| Horrell Capital Management, Inc. | 300 | $49.0K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 304 | $49.0K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $49.0K | 0.04% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 320 | $52.0K | 0.04% | +320 | New |
| McClarren Financial Advisors, Inc. | 357 | $57.0K | 0.04% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 350 | $57.0K | 0.05% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 363 | $59.0K | 0.04% | +255+236.1% | Added |
| Raffa Wealth Management, LLC | 369 | $59.8K | 0.02% | −45−10.9% | Reduced |
| Danda Trouve Investment Management, Inc. | 371 | $60.0K | 0.08% | −60−13.9% | Reduced |
| Kelly Financial Services LLC | 376 | $61.0K | 0.03% | +2+0.5% | Added |
| Macroview Investment Management LLC | 386 | $63.0K | 0.09% | +3+0.8% | Added |
| Centerpoint Advisors, LLC | 394 | $64.0K | 0.03% | +3+0.8% | Added |
| Huber Capital Management LLC | 400 | $65.0K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 406 | $65.8K | 0.04% | +250+160.3% | Added |
| Western Pacific Wealth Management, LP | 422 | $68.0K | 0.05% | 00.0% | Unchanged |
| Hoese & Co LLP | 421 | $68.0K | 0.07% | +100+31.2% | Added |
| Goodwin Investment Advisory | 428 | $69.0K | 0.05% | +328+328.0% | Added |
| Mizuho Securities Co. Ltd. | 430 | $70.0K | 0.02% | −1,192−73.5% | Reduced |
| America First Investment Advisors, LLC | 433 | $70.0K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 434 | $70.0K | 0.07% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 447 | $72.0K | 0.02% | −26−5.5% | Reduced |
| DB Wealth Management Group, LLC | 446 | $72.0K | 0.04% | +307+220.9% | Added |
| Halpern Financial, Inc. | 450 | $73.0K | 0.03% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 490 | $79.0K | 0.02% | 00.0% | Unchanged |
| Siena Capital LLC | 485 | $79.0K | 0.04% | +485 | New |
| Skylands Capital, LLC | 500 | $81.0K | 0.01% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $82.0K | 0.06% | – | – |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 500 | $82.0K | 0.01% | −2,954−85.5% | Reduced |
| First Personal Financial Services | 514 | $83.0K | 0.02% | −75−12.7% | Reduced |
| Bleichroeder LP | 515 | $83.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 525 | $85.0K | 0.04% | 00.0% | Unchanged |
| Tacita Capital Inc | 535 | $87.0K | 0.05% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 544 | $88.0K | 0.02% | +28+5.4% | Added |
| Neo Ivy Capital Management | 546 | $88.0K | 0.08% | +546 | New |
| Bromfield Sneider Wealth Advisors | 565 | $92.0K | 0.10% | +565 | New |
| Lake Point Wealth Management | 575 | $93.0K | 0.04% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 575 | $93.2K | 0.01% | −33−5.4% | Reduced |
| HBC Financial Services, PLLC | 607 | $94.0K | 0.07% | −389−39.1% | Reduced |
| Strategic Asset Management, LLC | 578 | $94.0K | 0.13% | −35−5.7% | Reduced |
| HC Financial Advisors Inc | 578 | $94.0K | 0.06% | +200+52.9% | Added |
| Nkcfo LLC | 585 | $95.0K | 0.03% | +585 | New |
| Harding Loevner LP | 637 | $96.0K | 0.00% | −210−24.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 595 | $96.0K | 0.04% | −144−19.5% | Reduced |
