| Dogwood Wealth Management LLC | 0 | $25 | 0.00% | −179−100.0% | Reduced |
| LGT Financial Advisors LLC | 10 | $507 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 13 | $649 | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 14 | $699 | 0.00% | +14 | New |
| WestEnd Advisors, LLC | 23 | $1.15K | 0.00% | −1−4.2% | Reduced |
| Global Assets Advisory, LLC | 67,004 | $1.34K | 0.06% | +67,004 | New |
| Insight Financial Services | 34 | $1.71K | 0.00% | +1+3.0% | Added |
| ClariVest Asset Management LLC | 38 | $1.89K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 40 | $2.00K | 0.02% | −14,653−99.7% | Reduced |
| Lam Group, Inc. | 42 | $2.10K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 47 | $2.29K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 47 | $2.35K | 0.00% | −1−2.1% | Reduced |
| PFG Private Wealth Management, LLC | 50 | $2.50K | 0.00% | −203−80.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 50 | $2.50K | 0.00% | +50 | New |
| Pacific Capital Wealth Advisors, Inc | 51 | $2.54K | 0.00% | +51 | New |
| Western Pacific Wealth Management, LP | 65 | $3.24K | 0.00% | +65 | New |
| Evergreen Private Wealth LLC | 70 | $3.49K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 76 | $3.79K | 0.00% | −5,889−98.7% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 80 | $3.99K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 85 | $4.24K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 92 | $4.59K | 0.00% | −17−15.6% | Reduced |
| FWL Investment Management, LLC | 95 | $4.74K | 0.00% | +95 | New |
| Anfield Capital Management, LLC | 100 | $4.99K | 0.00% | +100 | New |
| AlphaMark Advisors, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 105 | $5.24K | 0.26% | −7−6.3% | Reduced |
| RE Dickinson Investment Advisors, LLC | 112 | $6.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 124 | $6.19K | 0.00% | −60−32.6% | Reduced |
| Legend Financial Advisors, Inc. | 150 | $7.49K | 0.01% | +100+200.0% | Added |
| Clarity Asset Management, Inc. | 153 | $7.64K | 0.01% | +1+0.7% | Added |
| JDM Financial Group LLC | 155 | $7.74K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 157 | $7.84K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 170 | $8.00K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 163 | $8.13K | 0.00% | −70−30.0% | Reduced |
| Slocum, Gordon & Co LLP | 165 | $8.23K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 166 | $8.29K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 168 | $8.47K | 0.02% | −10,065−98.4% | Reduced |
| Trivant Custom Portfolio Group, LLC | 200 | $9.98K | 0.01% | −648−76.4% | Reduced |
| Richelieu Gestion PLC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 202 | $10.1K | 0.00% | +84+71.2% | Added |
| Quarry LP | 205 | $10.2K | 0.00% | −21−9.3% | Reduced |
| Lowe Wealth Advisors, LLC | 208 | $10.4K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 208 | $10.4K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 210 | $10.5K | 0.00% | −988−82.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 235 | $11.7K | 0.01% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 250 | $12.5K | 0.00% | +250 | New |
| Distillate Capital Partners LLC | 258 | $12.9K | 2.16% | +32+14.2% | Added |
| Highline Wealth Partners LLC | 262 | $13.1K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 265 | $13.2K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 287 | $15.0K | 0.02% | +71+32.9% | Added |
| Investment Research & Advisory Group, Inc. | 301 | $15.0K | 0.01% | −20−6.2% | Reduced |
| MidAtlantic Capital Management, Inc. | 320 | $16.0K | 0.01% | −320−50.0% | Reduced |
| Richardson Capital Management LLC | 325 | $16.2K | 0.01% | +325 | New |
| Vermillion & White Wealth Management Group, LLC | 338 | $16.9K | 0.01% | +3+0.9% | Added |
| Pingora Partners LLC | 345 | $17.2K | 0.01% | +345 | New |
| Delos Wealth Advisors, LLC | 361 | $18.0K | 0.02% | −275−43.2% | Reduced |
| Spectrum Wealth Counsel, LLC | 362 | $18.1K | 0.00% | +312+624.0% | Added |
| Abich Financial Wealth Management LLC | 391 | $19.5K | 0.02% | +256+189.6% | Added |
| Stone House Investment Management, LLC | 411 | $20.5K | 0.00% | +301+273.6% | Added |
| Creative Capital Management Investments LLC | 438 | $21.9K | 0.01% | −395−47.4% | Reduced |
| Ulland Investment Advisors, LLC | 450 | $22.0K | 0.02% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 462 | $23.1K | 0.01% | +462 | New |
| Custom Portfolio Group LLC | 465 | $23.2K | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 467 | $23.3K | 0.01% | +268+134.7% | Added |
| Atticus Wealth Management, LLC | 483 | $24.1K | 0.01% | −92−16.0% | Reduced |
| Caitlin John, LLC | 497 | $24.8K | 0.02% | −95−16.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 500 | $25.0K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 500 | $25.0K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 505 | $25.2K | 0.01% | −196−28.0% | Reduced |
| Louisbourg Investments Inc. | 515 | $25.7K | 0.01% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 525 | $26.2K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 528 | $26.3K | 0.02% | −137−20.6% | Reduced |
| Clear Point Advisors Inc. | 529 | $26.4K | 0.02% | +3+0.6% | Added |
| IAG Wealth Partners, LLC | 555 | $27.7K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 562 | $28.0K | 0.02% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 591 | $29.6K | 0.00% | +397+204.6% | Added |
| CapitalatWork S.A. | – | $30.0K | 0.00% | – | – |
| Solstein Capital, LLC | 606 | $30.2K | 0.02% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 651 | $32.5K | 0.00% | −9−1.4% | Reduced |
| Ofi Invest Asset Management | 712 | $32.9K | 0.00% | −122,997−99.4% | Reduced |
| Morton Brown Family Wealth, LLC | 704 | $35.1K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 706 | $35.2K | 0.02% | −333−32.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 723 | $36.1K | 0.00% | −310−30.0% | Reduced |
| Retirement Group, LLC | 726 | $36.2K | 0.01% | +263+56.8% | Added |
| Valued Wealth Advisors LLC | 740 | $36.9K | 0.03% | +143+24.0% | Added |
| Nordwand Advisors, LLC | 770 | $38.4K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 810 | $38.8K | 0.02% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 787 | $39.3K | 0.03% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 800 | $39.9K | 0.02% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 800 | $39.9K | 0.01% | +800 | New |
| Redmont Wealth Advisors LLC | 814 | $40.6K | 0.06% | +814 | New |
| Aspect Partners, LLC | 830 | $41.4K | 0.03% | +2+0.2% | Added |
| REAP Financial Group, LLC | 848 | $42.3K | 0.01% | −3,814−81.8% | Reduced |
| Kepos Capital LP | 863 | $43.0K | 0.01% | +51+6.3% | Added |
| Frank, Rimerman Advisors LLC | 872 | $43.5K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 890 | $44.4K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 896 | $44.7K | 0.02% | +105+13.3% | Added |
| Tidemark, LLC | 968 | $48.3K | 0.03% | +158+19.5% | Added |
| Maryland Capital Advisors Inc. | 983 | $49.1K | 0.03% | −188−16.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 994 | $49.6K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,000 | $49.9K | 0.01% | +1,000 | New |
