| Global Assets Advisory, LLC | 49,553 | $202 | 0.01% | +49,553 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 1 | $250 | 0.00% | +1 | New |
| Caitlin John, LLC | 2 | $505 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $630 | 0.00% | +3 | New |
| Horizon Financial Services, LLC | 3 | $749 | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 4 | $993 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $1.00K | 0.00% | +4 | New |
| State of Wyoming | 6 | $1.50K | 0.00% | −116−95.1% | Reduced |
| PSI Advisors, LLC | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 8 | $2.00K | 0.00% | −584−98.6% | Reduced |
| Highline Wealth Partners LLC | 8 | $2.00K | 0.00% | −29−78.4% | Reduced |
| Kozak & Associates, Inc. | 11 | $2.77K | 0.00% | +11 | New |
| Winch Advisory Services, LLC | 11 | $2.85K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $3.25K | 0.00% | +6+85.7% | Added |
| Longfellow Investment Management Co LLC | 14 | $3.50K | 0.00% | −1,585−99.1% | Reduced |
| Boyd Watterson Asset Management LLC | 15 | $3.75K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $3.75K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 16 | $4.00K | 0.00% | −10−38.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 17 | $4.25K | 0.00% | +3+21.4% | Added |
| American Capital Advisory, LLC | 20 | $4.45K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 18 | $4.50K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 19 | $4.63K | 0.00% | +18+1,800.0% | Added |
| Frank, Rimerman Advisors LLC | 21 | $5.25K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 21 | $5.25K | 0.00% | +21 | New |
| Bradley & Co. Private Wealth Management, LLC | 22 | $5.49K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 23 | $5.74K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 23 | $5.75K | 0.00% | +18+360.0% | Added |
| Redmont Wealth Advisors LLC | 24 | $5.99K | 0.01% | +24 | New |
| Norwood Financial Corp | 25 | $6.24K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 25 | $6.24K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 28 | $6.99K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 28 | $6.99K | 0.01% | +10+55.6% | Added |
| Tucker Asset Management LLC | 29 | $7.24K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 30 | $7.49K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 31 | $7.74K | 0.00% | −55−64.0% | Reduced |
| Country Trust Bank | 32 | $7.99K | 0.00% | +23+255.6% | Added |
| Iron Horse Wealth Management, LLC | 33 | $8.24K | 0.00% | +25+312.5% | Added |
| Laffer Tengler Investments | 33 | $8.24K | 0.00% | +33 | New |
| Dunhill Financial, LLC | 35 | $8.63K | 0.01% | +6+20.7% | Added |
| Core Alternative Capital | 35 | $8.74K | 0.00% | −195−84.8% | Reduced |
| Stone House Investment Management, LLC | 36 | $8.99K | 0.00% | +36 | New |
| Wellington Shields & Co., LLC | 39 | $9.74K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 39 | $9.74K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 41 | $10.2K | 0.00% | −16−28.1% | Reduced |
| Fairman Group, LLC | 42 | $10.5K | 0.01% | −270−86.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 49 | $12.2K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 55 | $13.0K | 0.00% | +55 | New |
| Guardian Wealth Management, Inc. | 54 | $13.4K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 58 | $14.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 61 | $15.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 60 | $15.0K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 66 | $15.4K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 63 | $15.7K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 67 | $16.7K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 68 | $17.0K | 0.00% | +68 | New |
| Abound Wealth Management | 73 | $18.2K | 0.01% | +3+4.3% | Added |
| Legend Financial Advisors, Inc. | 74 | $18.5K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 76 | $19.0K | 0.00% | +1+1.3% | Added |
| EntryPoint Capital, LLC | 78 | $19.5K | 0.02% | +78 | New |
| Clear Investment Research, LLC | 82 | $20.5K | 0.03% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 86 | $21.5K | 0.00% | +2+2.4% | Added |
| PFS Partners, LLC | 86 | $21.6K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 89 | $22.3K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 94 | $23.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 93 | $23.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 97 | $24.2K | 0.01% | −68−41.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 97 | $24.4K | 0.00% | +97 | New |
| Semmax Financial Advisors Inc. | 100 | $24.8K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 100 | $25.0K | 0.01% | −820−89.1% | Reduced |
| Barrett & Company, Inc. | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 100 | $25.0K | 0.01% | +100 | New |
| Stephens Consulting, LLC | 110 | $27.5K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 110 | $27.5K | 0.02% | +1+0.9% | Added |
| Custom Portfolio Group LLC | 111 | $27.9K | 0.02% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 109 | $28.0K | 0.02% | +76+230.3% | Added |
| Newbridge Financial Services Group, Inc. | 118 | $28.6K | 0.01% | +118 | New |
| BFSG, LLC | 115 | $28.7K | 0.00% | −65−36.1% | Reduced |
| Institutional & Family Asset Management, LLC | 118 | $29.5K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 129 | $29.8K | 0.00% | +20+18.3% | Added |
| Financial Management Professionals, Inc. | 119 | $30.0K | 0.00% | −3−2.5% | Reduced |
| Aspect Partners, LLC | 123 | $30.7K | 0.02% | +1+0.8% | Added |
| Centerpoint Advisors, LLC | 125 | $31.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 125 | $31.2K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 131 | $32.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 132 | $33.0K | 0.00% | +132 | New |
| DHJJ Financial Advisors, Ltd. | 133 | $33.2K | 0.01% | −3−2.2% | Reduced |
| Intelligent Financial Strategies | 135 | $33.9K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 135 | $34.0K | 0.00% | −3−2.2% | Reduced |
| ORG Partners LLC | 140 | $34.5K | 0.07% | −4,522−97.0% | Reduced |
| Raleigh Capital Management Inc. | 138 | $34.5K | 0.01% | −33−19.3% | Reduced |
| Tfo-TDC, LLC | 139 | $34.7K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 144 | $36.1K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 146 | $36.5K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 150 | $37.5K | 0.02% | +1+0.7% | Added |
| Pineridge Advisors LLC | 167 | $41.7K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 167 | $41.7K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 175 | $43.3K | 0.02% | +1+0.6% | Added |
| Bell Investment Advisors, Inc | 175 | $43.7K | 0.01% | −1−0.6% | Reduced |
| Evolution Advisers, Inc. | 176 | $44.0K | 0.03% | 00.0% | Unchanged |
