| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $311 | 0.00% | −13−92.9% | Reduced |
| WestEnd Advisors, LLC | 2 | $623 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $623 | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 2 | $623 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $662 | 0.00% | −2,182−99.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 3 | $934 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3 | $934 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 375,805 | $1.20K | 0.05% | +375,805 | New |
| Colonial Trust Advisors | 4 | $1.25K | 0.00% | −6−60.0% | Reduced |
| GoalVest Advisory LLC | 4 | $1.25K | 0.00% | +4 | New |
| SOA Wealth Advisors, LLC. | 5 | $1.56K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 5 | $1.56K | 0.00% | +5 | New |
| First Command Advisory Services, Inc. | 6 | $1.87K | 0.00% | +6 | New |
| AlphaMark Advisors, LLC | 6 | $2.00K | 0.00% | −3−33.3% | Reduced |
| First PREMIER Bank | 8 | $2.00K | 0.00% | +8 | New |
| Ancora Advisors, LLC | 6 | $2.01K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 7 | $2.18K | 0.00% | +7 | New |
| Western Pacific Wealth Management, LP | 7 | $2.18K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $2.49K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 8 | $2.49K | 0.00% | +8 | New |
| ORG Partners LLC | 9 | $2.81K | 0.01% | −19−67.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 10 | $3.00K | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 10 | $3.11K | 0.00% | −1−9.1% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $3.11K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 10 | $3.11K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $3.11K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 10 | $3.11K | 0.00% | +10 | New |
| Hilltop National Bank | 10 | $3.11K | 0.00% | +10 | New |
| North Star Investment Management Corp. | 11 | $3.42K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 11 | $3.42K | 0.00% | +1+10.0% | Added |
| Goodman Advisory Group, LLC | 11 | $3.42K | 0.00% | +11 | New |
| MCF Advisors LLC | 11 | $3.42K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 12 | $3.73K | 0.00% | −245−95.3% | Reduced |
| Clearstead Advisors, LLC | 14 | $3.98K | 0.00% | −17−54.8% | Reduced |
| Pineridge Advisors LLC | 13 | $4.05K | 0.00% | −2−13.3% | Reduced |
| Mendota Financial Group, LLC | 13 | $4.05K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 13 | $4.05K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 14 | $4.36K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 14 | $4.36K | 0.00% | −89−86.4% | Reduced |
| Cape Investment Advisory, Inc. | 14 | $4.36K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 14 | $4.36K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 14 | $4.36K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 15 | $4.67K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 15 | $4.67K | 0.00% | +15 | New |
| HM Payson & Co | 15 | $4.67K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 15 | $4.67K | 0.00% | +15 | New |
| Geneos Wealth Management Inc. | 16 | $4.98K | 0.00% | +12+300.0% | Added |
| DiNuzzo Private Wealth, Inc. | 16 | $4.98K | 0.00% | −1−5.9% | Reduced |
| VitalStone Financial, LLC | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 17 | $5.29K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 18 | $5.60K | 0.00% | +18 | New |
| Godsey & Gibb Associates | 18 | $5.60K | 0.00% | +18 | New |
| Jackson, Grant Investment Advisers, Inc. | 20 | $6.23K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 20 | $6.23K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 20 | $6.23K | 0.00% | +20 | New |
| Sachetta, LLC | 25 | $6.81K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 22 | $6.85K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 23 | $7.07K | 0.01% | +4+21.1% | Added |
| First Foundation Advisors | 23 | $7.16K | 0.00% | +23 | New |
| Mma Asset Management LLC | 23 | $7.16K | 0.00% | +23 | New |
| DT Investment Partners, LLC | 23 | $7.16K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 23 | $7.16K | 0.01% | +8+53.3% | Added |
| Sofos Investments, Inc. | 23 | $7.24K | 0.00% | +23 | Added |
| Blue Bell Private Wealth Management, LLC | 24 | $7.47K | 0.00% | −6−20.0% | Reduced |
| First Pacific Financial | 24 | $7.47K | 0.00% | +6+33.3% | Added |
| Avion Wealth | 23 | $8.00K | 0.00% | +1+4.5% | Added |
| Hanson & Doremus Investment Management | 26 | $8.00K | 0.00% | +26 | New |
| Central Bank & Trust Co | 26 | $8.09K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 27 | $8.40K | 0.01% | +11+68.8% | Added |
| Redmont Wealth Advisors LLC | 27 | $8.40K | 0.01% | +27 | New |
| FSA Wealth Management LLC | 28 | $8.72K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 28 | $8.72K | 0.00% | +28 | New |
| Raffa Wealth Management, LLC | 29 | $9.03K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 29 | $9.03K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 30 | $9.34K | 0.01% | +30 | New |
| Atlas Capital Advisors LLC | 31 | $9.65K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 31 | $9.65K | 0.00% | +31 | New |
| Iron Horse Wealth Management, LLC | 32 | $9.96K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 33 | $10.3K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 33 | $10.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $10.6K | 0.00% | −2−5.6% | Reduced |
| Quarry LP | 35 | $10.9K | 0.00% | −69−66.3% | Reduced |
| TFC Financial Management | 35 | $10.9K | 0.00% | +1+2.9% | Added |
| Arlington Trust Co LLC | 36 | $11.2K | 0.00% | −9−20.0% | Reduced |
| Red Tortoise LLC | 36 | $11.2K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 36 | $11.2K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 40 | $12.5K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 42 | $13.1K | 0.00% | +14+50.0% | Added |
| Carolinas Wealth Consulting LLC | 45 | $14.0K | 0.00% | −5−10.0% | Reduced |
| Cornerstone Planning Group LLC | 53 | $14.9K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 48 | $14.9K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 50 | $15.6K | 0.00% | −28−35.9% | Reduced |
| REAP Financial Group, LLC | 51 | $15.9K | 0.00% | +9+21.4% | Added |
| Versant Capital Management, Inc | 53 | $16.5K | 0.00% | −1−1.9% | Reduced |
| Pathway Financial Advisers, LLC | 56 | $17.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 56 | $17.5K | 0.01% | −1−1.8% | Reduced |
| Planning Capital Management Corp | 57 | $17.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 59 | $18.4K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 61 | $19.0K | 0.00% | +61 | New |