| HBC Financial Services, PLLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 0 | $4 | 0.00% | 0 | New |
| Comerica Bank | 393,323 | $8 | 0.00% | +393,323 | New |
| WealthPlan Investment Management, LLC | 1 | $44 | 0.00% | −210−99.5% | Reduced |
| Mendota Financial Group, LLC | 2 | $143 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2 | $143 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $500 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 8 | $572 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 8 | $572 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 10 | $714 | 0.00% | +10 | New |
| Atlas Capital Advisors LLC | 11 | $785 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 13 | $929 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 16 | $1.16K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 18 | $1.29K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 71 | $1.47K | 0.01% | +71 | New |
| Newbridge Financial Services Group, Inc. | 22 | $1.54K | 0.00% | +1+4.8% | Added |
| Hollencrest Capital Management | 23 | $1.64K | 0.00% | −20−46.5% | Reduced |
| Granite FO LLC | 25 | $1.79K | 0.00% | −1,948−98.7% | Reduced |
| Bellevue Asset Management, LLC | 25 | $1.79K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 29 | $2.07K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 31 | $2.21K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 33 | $2.36K | 0.00% | −71−68.3% | Reduced |
| Raleigh Capital Management Inc. | 33 | $2.37K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 35 | $2.50K | 0.00% | −2−5.4% | Reduced |
| Archer Investment Corp | 37 | $2.64K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 37 | $2.64K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 38 | $2.71K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 38 | $2.71K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 40 | $2.86K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 37 | $3.00K | 0.00% | +37 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 43 | $3.05K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 43 | $3.07K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 45 | $3.23K | 0.00% | −3,837−98.8% | Reduced |
| Goodman Advisory Group, LLC | 46 | $3.29K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 47 | $3.36K | 0.00% | +47 | New |
| DB Wealth Management Group, LLC | 51 | $3.64K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 60 | $4.29K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 61 | $4.36K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 63 | $4.50K | 0.00% | −69−52.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 66 | $4.71K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 68 | $4.86K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 68 | $4.88K | 0.00% | +68 | New |
| First Capital Advisors Group, LLC. | 69 | $4.93K | 0.00% | +69 | New |
| Guardian Wealth Management, Inc. | 70 | $4.99K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 71 | $5.07K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 71 | $5.07K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75 | $5.36K | 0.00% | −324−81.2% | Reduced |
| Core Wealth Advisors, Inc. | 79 | $5.64K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 92 | $6.00K | 0.00% | +1+1.1% | Added |
| Godsey & Gibb Associates | 85 | $6.07K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 85 | $6.07K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 88 | $6.29K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 97 | $6.93K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 100 | $7.14K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 100 | $7.14K | 0.00% | +32+47.1% | Added |
| Princeton Global Asset Management LLC | 102 | $7.29K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 103 | $7.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 113 | $8.00K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 116 | $8.26K | 0.00% | −32−21.6% | Reduced |
| Retirement Group, LLC | 119 | $8.50K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 122 | $8.72K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 131 | $9.00K | 0.00% | −146−52.7% | Reduced |
| Safeguard Financial, LLC | 134 | $9.00K | 0.00% | +134 | New |
| Blue Bell Private Wealth Management, LLC | 131 | $9.36K | 0.00% | +18+15.9% | Added |
| Ruedi Wealth Management, Inc. | 133 | $9.50K | 0.01% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 134 | $9.57K | 0.01% | +134 | New |
| Cedar Wealth Management, LLC | 143 | $10.2K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 148 | $10.6K | 0.00% | +1+0.7% | Added |
| Sutton Wealth Advisors Inc. | 149 | $10.6K | 0.01% | −3−2.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 150 | $10.7K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 153 | $10.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 149 | $11.0K | 0.00% | +149 | New |
| Bogart Wealth, LLC | 154 | $11.0K | 0.00% | −22−12.5% | Reduced |
| Antonetti Capital Management LLC | 154 | $11.0K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 160 | $11.4K | 0.02% | +160 | New |
| Northwest Investment Counselors, LLC | 163 | $11.6K | 0.00% | −17−9.4% | Reduced |
| Norwood Financial Corp | 170 | $12.1K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 170 | $12.1K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 171 | $12.2K | 0.01% | +1+0.6% | Added |
| New England Capital Financial Advisors LLC | 172 | $12.3K | 0.01% | +1+0.6% | Added |
| Bell Investment Advisors, Inc | 176 | $12.6K | 0.00% | −2−1.1% | Reduced |
| Baker Avenue Asset Management, LP | 178 | $12.7K | 0.00% | −101−36.2% | Reduced |
| Capstone Investment Advisors, LLC | 180 | $12.9K | 0.00% | +180 | New |
| Coastal Capital Group, Inc. | 184 | $13.1K | 0.00% | −33−15.2% | Reduced |
| Studio Investment Management LLC | 192 | $13.7K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 192 | $13.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 192 | $13.7K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $14.3K | 0.00% | 00.0% | Unchanged |
| Options Solutions, LLC | 200 | $14.3K | 0.01% | +200 | New |
| Pflug Koory, LLC | 202 | $14.4K | 0.01% | −122−37.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 207 | $15.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 213 | $15.2K | 0.01% | −166−43.8% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 213 | $15.2K | 0.00% | 00.0% | Unchanged |