| Palladiem, LLC | 1 | $125 | 0.00% | +1 | New |
| Sankala Group LLC | 2 | $271 | 0.00% | +2 | New |
| Breakwater Investment Management | 4 | $502 | 0.00% | −4−50.0% | Reduced |
| TrustBank | 29,286 | $602 | 0.00% | +29,286 | New |
| Fairway Wealth LLC | 6 | $752 | 0.00% | +6 | New |
| Investors Portfolio Services LLC | 7 | $822 | 0.00% | +7 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 11 | $1.20K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 10 | $1.25K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 12 | $1.50K | 0.00% | +12 | New |
| Cresta Advisors, Ltd. | 13 | $1.63K | 0.00% | +13 | New |
| Key Capital Management, INC | 15 | $1.88K | 0.00% | +15 | New |
| Networth Advisors, LLC | 19 | $2.38K | 0.00% | +19 | New |
| LM Advisors LLC | 300 | $2.40K | 0.05% | −2,833−90.4% | Reduced |
| Strategic Advocates LLC | 22 | $2.81K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 26 | $3.26K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 29 | $3.61K | 0.00% | −28−49.1% | Reduced |
| Westend Capital Management, LLC | 29 | $3.63K | 0.00% | +3+11.5% | Added |
| POM Investment Strategies, LLC | 29 | $3.63K | 0.00% | +29 | New |
| MPWM Advisory Solutions, LLC | 31 | $3.88K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 33 | $4.08K | 0.00% | +1+3.1% | Added |
| Atomic Invest LLC | 33 | $4.17K | 0.00% | +33 | New |
| FWL Investment Management, LLC | 34 | $4.26K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 35 | $4.38K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 36 | $4.51K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 37 | $4.64K | 0.00% | −123−76.9% | Reduced |
| Morse Asset Management, Inc | 39 | $4.89K | 0.00% | −75−65.8% | Reduced |
| Cygnus Capital Advisors, LLC | 40 | $5.00K | 0.00% | +40 | New |
| Longview Financial Advisors LLC | 40 | $5.01K | 0.00% | +40 | New |
| HFM Investment Advisors, LLC | 45 | $5.64K | 0.00% | +19+73.1% | Added |
| WFA of San Diego, LLC | 46 | $5.76K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 47 | $5.89K | 0.00% | −6−11.3% | Reduced |
| Cornerstone Wealth Partners, LLC | 48 | $6.01K | 0.00% | +48 | New |
| Blueline Advisors LLC | 50 | $6.26K | 0.01% | +50 | New |
| ROSS\JOHNSON & Associates LLC | 51 | $6.39K | 0.12% | 00.0% | Unchanged |
| Imprint Wealth LLC | 52 | $6.51K | 0.03% | −62−54.4% | Reduced |
| PayPay Securities Corp | 52 | $6.51K | 0.19% | +10+23.8% | Added |
| Winch Advisory Services, LLC | 52 | $6.56K | 0.00% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 54 | $6.70K | 0.00% | +54 | New |
| Hamrick Investment Counsel, llc | 55 | $6.89K | 0.01% | +55 | New |
| Investors Research Corp | 56 | $7.02K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 58 | $7.27K | 0.01% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 58 | $7.27K | 0.01% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 60 | $7.47K | 0.00% | +60 | New |
| Proathlete Wealth Management LLC | 60 | $7.52K | 0.00% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 60 | $7.52K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 60 | $7.52K | 0.01% | +60 | New |
| Morgan Dempsey Capital Management LLC | 61 | $7.64K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 63 | $7.89K | 0.00% | +63 | New |
| Quarry LP | 72 | $9.02K | 0.00% | −21−22.6% | Reduced |
| Whipplewood Advisors, LLC | 72 | $9.02K | 0.01% | +14+24.1% | Added |
| Greykasell Wealth Strategies, Inc. | 73 | $9.15K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 74 | $9.27K | 0.00% | +14+23.3% | Added |
| Granite FO LLC | 75 | $9.40K | 0.01% | −350−82.4% | Reduced |
| Alexis Investment Partners, LLC | 77 | $9.65K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 80 | $10.0K | 0.00% | −157−66.2% | Reduced |
| Collier Financial | 83 | $10.4K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 88 | $11.0K | 0.00% | −2−2.2% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 101 | $11.1K | 0.01% | +101 | New |
| Gleason Group, Inc. | 91 | $11.4K | 0.00% | +1+1.1% | Added |
| United Financial Planning Group LLC | 91 | $11.4K | 0.01% | +91 | New |
| Stephens Consulting, LLC | 100 | $12.5K | 0.00% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 100 | $12.5K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 100 | $12.5K | 0.01% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 100 | $12.5K | 0.01% | +100 | New |
| Red Tortoise LLC | 101 | $12.7K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 102 | $12.8K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 103 | $12.9K | 0.00% | +3+3.0% | Added |
| Clal Insurance Enterprises Holdings Ltd | 106 | $13.0K | 0.00% | −4−3.6% | Reduced |
| Chesapeake Asset Management LLC | 104 | $13.0K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 105 | $13.2K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 106 | $13.3K | 0.00% | +37+53.6% | Added |
| Tidemark, LLC | 106 | $13.3K | 0.00% | −22−17.2% | Reduced |
| Chung Wu Investment Group, LLC | 108 | $13.5K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 110 | $13.8K | 0.01% | −258−70.1% | Reduced |
| Solstein Capital, LLC | 111 | $13.9K | 0.01% | −130−53.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 115 | $14.4K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 115 | $14.4K | 0.01% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 117 | $14.7K | 0.01% | +117 | New |
| Merited Wealth, LLC | 119 | $14.9K | 0.01% | +119 | New |
| Ankerstar Wealth, LLC | 125 | $15.7K | 0.02% | +125 | New |
| Bare Financial Services, Inc | 131 | $16.4K | 0.00% | +1+0.8% | Added |
| Aspect Partners, LLC | 132 | $16.5K | 0.01% | −5−3.6% | Reduced |
| Anfield Capital Management, LLC | 135 | $16.9K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 143 | $17.9K | 0.00% | +100+232.6% | Added |
| Penserra Capital Management LLC | 147 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 148 | $18.5K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 150 | $18.8K | 0.00% | −1−0.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 154 | $19.3K | 0.00% | −1,422−90.2% | Reduced |
| Robinswood Financial LLC | 157 | $19.8K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 157 | $20.0K | 0.00% | −207−56.9% | Reduced |
| Phillip James Consulting Co. | 168 | $20.0K | 0.35% | +168 | New |
| Sofos Investments, Inc. | 160 | $20.0K | 0.00% | +160 | New |
| Darwin Advisors, LLC | 161 | $20.2K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 164 | $20.5K | 0.02% | +164 | New |
| DecisionPoint Financial, LLC | 167 | $20.9K | 0.00% | +115+221.2% | Added |
| Nvest Wealth Strategies, Inc. | 168 | $21.0K | 0.02% | +168 | New |
| Kilter Group LLC | 171 | $21.4K | 0.01% | −14−7.6% | Reduced |
| Manning & Napier Advisors LLC | 171 | $21.5K | 0.00% | +16+10.3% | Added |
| Osbon Capital Management LLC | 174 | $21.8K | 0.02% | +174 | New |
| Strategic Wealth Advisors LLC | 176 | $22.0K | 0.02% | +176 | New |