| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Comerica Bank | 52,610 | $19 | 0.00% | +52,610 | New |
| Cherry Tree Wealth Management, LLC | 1 | $300 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $599 | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 2 | $599 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $899 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.20K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5 | $1.47K | 0.00% | +5 | New |
| Ridgewood Investments LLC | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $1.80K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 6 | $1.80K | 0.00% | −59−90.8% | Reduced |
| TSFG, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $2.00K | 0.00% | +3+75.0% | Added |
| Iron Horse Wealth Management, LLC | 7 | $2.10K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $2.10K | 0.00% | +7 | New |
| New Millennium Group LLC | 9 | $2.70K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $2.70K | 0.00% | +6+200.0% | Added |
| Hexagon Capital Partners LLC | 10 | $3.00K | 0.00% | −37−78.7% | Reduced |
| Delos Wealth Advisors, LLC | 11 | $3.29K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 11 | $3.29K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 12 | $3.52K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 13 | $3.89K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 13 | $4.00K | 0.00% | +13 | New |
| Northwest Capital Management Inc | 14 | $4.19K | 0.00% | +14 | New |
| Impact Partnership Wealth, LLC | 14 | $4.19K | 0.00% | +14 | New |
| Logan Capital Management Inc | 15 | $4.49K | 0.00% | −35−70.0% | Reduced |
| Disciplined Investments, LLC | 15 | $4.49K | 0.00% | +1+7.1% | Added |
| Clear Investment Research, LLC | 15 | $4.49K | 0.01% | +15 | New |
| Riggs Asset Managment Co. Inc. | 17 | $5.09K | 0.00% | +17 | New |
| Centennial Bank | 18 | $5.39K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $5.39K | 0.00% | +2+12.5% | Added |
| DecisionPoint Financial, LLC | 19 | $5.69K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 20 | $5.99K | 0.00% | −10−33.3% | Reduced |
| Red Tortoise LLC | 21 | $6.29K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 21 | $6.33K | 0.00% | +21 | New |
| Highline Wealth Partners LLC | 22 | $6.59K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 23 | $6.62K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 24 | $7.19K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 24 | $7.19K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 25 | $7.49K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 28 | $8.39K | 0.00% | +28 | New |
| Aspire Private Capital, LLC | 29 | $8.69K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 32 | $9.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $9.17K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 32 | $9.59K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 32 | $9.60K | 0.00% | +5+18.5% | Added |
| Stuart Chaussee & Associates, Inc. | 33 | $9.88K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 34 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 34 | $10.2K | 0.01% | −4−10.5% | Reduced |
| TD Capital Management LLC | 35 | $10.4K | 0.00% | +1+2.9% | Added |
| KB Financial Partners, LLC | 37 | $11.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 40 | $12.0K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 42 | $12.6K | 0.01% | 00.0% | Unchanged |
| 25 LLC | 43 | $12.9K | 0.01% | −2−4.4% | Reduced |
| Raffa Wealth Management, LLC | 44 | $13.2K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 45 | $13.5K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 45 | $13.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 46 | $13.8K | 0.01% | +46 | New |
| Winch Advisory Services, LLC | 46 | $14.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 46 | $14.0K | 0.01% | +10+27.8% | Added |
| Quarry LP | 53 | $15.9K | 0.01% | +53 | New |
| Larson Financial Group LLC | 55 | $16.5K | 0.00% | −40−42.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 55 | $16.6K | 0.01% | +5+10.0% | Added |
| Sofos Investments, Inc. | 300 | $17.4K | 0.08% | +13+4.5% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 7,737 | $18.2K | 0.54% | −7,737−50.0% | Reduced |
| McClarren Financial Advisors, Inc. | 65 | $19.0K | 0.02% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 66 | $19.8K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 66 | $19.8K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $19.8K | 0.00% | +3+4.8% | Added |
| Old Point Trust & Financial Services N A | 67 | $20.1K | 0.01% | +67 | New |
| Sutton Wealth Advisors Inc. | 71 | $21.3K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 80 | $21.9K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 75 | $22.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 75 | $22.0K | 0.00% | +74+7,400.0% | Added |
| Safeguard Financial, LLC | 74 | $22.0K | 0.01% | +74 | New |
| Mark Sheptoff Financial Planning, LLC | 75 | $22.5K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 78 | $23.4K | 0.01% | −100−56.2% | Reduced |
| Delta Asset Management LLC | 79 | $23.7K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 80 | $24.0K | 0.01% | +40+100.0% | Added |
| Armstrong Advisory Group, Inc | 89 | $26.7K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 89 | $26.7K | 0.00% | +45+102.3% | Added |
| Financial Connections Group, Inc. | 91 | $27.0K | 0.02% | +16+21.3% | Added |
| Kelly Lawrence W & Associates Inc | 100 | $28.9K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 94 | $29.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 98 | $29.4K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $30.0K | 0.01% | −25−20.0% | Reduced |
| Hantz Financial Services, Inc. | 99 | $30.0K | 0.00% | −11−10.0% | Reduced |
| Salem Investment Counselors Inc | 102 | $30.8K | 0.00% | −92−47.4% | Reduced |
| Northwest Investment Counselors, LLC | 104 | $31.2K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 105 | $31.5K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 108 | $32.4K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 111 | $33.2K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 119 | $34.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 116 | $34.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 123 | $36.8K | 0.00% | +70+132.1% | Added |
| Toth Financial Advisory Corp | 123 | $36.8K | 0.01% | −9−6.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 126 | $37.7K | 0.02% | +8+6.8% | Added |
| Newton One Investments LLC | 126 | $37.7K | 0.02% | +1+0.8% | Added |
| Solstein Capital, LLC | 126 | $37.7K | 0.03% | +80+173.9% | Added |