| Dogwood Wealth Management LLC | 0 | $15 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 15,482 | $38 | 0.00% | +15,482 | New |
| Anfield Capital Management, LLC | 1 | $411 | 0.00% | +1 | New |
| Granite FO LLC | 2 | $756 | 0.00% | +2 | New |
| Horizon Financial Services, LLC | 2 | $821 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| FPC Investment Advisory, Inc. | 3 | $1.18K | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 3 | $1.23K | 0.00% | −1,972−99.8% | Reduced |
| Tfo-TDC, LLC | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $1.64K | 0.00% | −11,247−100.0% | Reduced |
| Perritt Capital Management Inc | 4 | $1.65K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 5 | $2.05K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 6 | $2.46K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 7 | $3.00K | 0.03% | −4,900−99.9% | Reduced |
| Harvest Fund Management Co., Ltd | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 8 | $3.29K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 8 | $3.30K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 9 | $3.70K | 0.00% | +9 | New |
| PayPay Securities Corp | 10 | $4.11K | 0.21% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 10 | $4.11K | 0.00% | +10 | New |
| Tidemark, LLC | 10 | $4.11K | 0.00% | +10 | New |
| Toth Financial Advisory Corp | 12 | $4.93K | 0.00% | −7−36.8% | Reduced |
| Mendota Financial Group, LLC | 12 | $4.93K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 12 | $4.93K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 12 | $4.93K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 12 | $4.98K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 13 | $5.00K | 0.00% | −1−7.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 13 | $5.34K | 0.00% | −40−75.5% | Reduced |
| Evergreen Private Wealth LLC | 13 | $5.34K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 14 | $5.75K | 0.01% | +14 | New |
| Kessler Investment Group, LLC | 15 | $6.16K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 15 | $6.16K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 15 | $6.16K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 15 | $6.16K | 0.01% | +15 | New |
| M&R Capital Management Inc | 15 | $6.26K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 19 | $7.80K | 0.00% | +19 | New |
| Capital Advisors, Ltd. LLC | 20 | $8.00K | 0.00% | +4+25.0% | Added |
| Centennial Bank | 20 | $8.21K | 0.00% | −5−20.0% | Reduced |
| Cranbrook Wealth Management, LLC | 20 | $8.21K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 20 | $8.21K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 24 | $9.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 23 | $9.05K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 24 | $9.86K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 25 | $10.3K | 0.01% | −50−66.7% | Reduced |
| Aspect Partners, LLC | 26 | $10.7K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 26 | $10.7K | 0.00% | +26 | New |
| Clear Point Advisors Inc. | 27 | $11.0K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 27 | $11.1K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 27 | $11.1K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 28 | $11.5K | 0.00% | +25+833.3% | Added |
| Clean Yield Group | 29 | $11.9K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 29 | $11.9K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 30 | $12.3K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 30 | $12.3K | 0.01% | +30 | New |
| Sachetta, LLC | 31 | $12.4K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 30 | $12.4K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 31 | $12.6K | 0.00% | −17−35.4% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 31 | $12.7K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 37 | $15.2K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 40 | $16.4K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 40 | $16.4K | 0.00% | +2+5.3% | Added |
| Catalyst Capital Advisors LLC | 40 | $16.4K | 0.00% | +2+5.3% | Added |
| Caitlin John, LLC | 41 | $16.8K | 0.01% | −10−19.6% | Reduced |
| TD Capital Management LLC | 41 | $16.8K | 0.00% | +26+173.3% | Added |
| Mma Asset Management LLC | 42 | $17.3K | 0.01% | +42 | New |
| Continuum Advisory, LLC | 43 | $17.6K | 0.00% | +43 | New |
| Versant Capital Management, Inc | 43 | $17.7K | 0.01% | −28−39.4% | Reduced |
| Financial Management Professionals, Inc. | 45 | $18.0K | 0.00% | −50−52.6% | Reduced |
| Creative Capital Management Investments LLC | 45 | $18.5K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 46 | $18.9K | 0.01% | −7−13.2% | Reduced |
| Aspire Private Capital, LLC | 46 | $18.9K | 0.00% | +1+2.2% | Added |
| Valued Wealth Advisors LLC | 46 | $19.0K | 0.01% | +21+84.0% | Added |
| Solstein Capital, LLC | 48 | $19.7K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 60 | $20.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 49 | $20.2K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 50 | $20.5K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 50 | $20.5K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 51 | $20.6K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 55 | $22.6K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 55 | $22.6K | 0.02% | −5−8.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 58 | $23.8K | 0.00% | −1−1.7% | Reduced |
| Cedar Mountain Advisors, LLC | 63 | $25.9K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 64 | $26.4K | 0.01% | +4+6.7% | Added |
| Pineridge Advisors LLC | 66 | $27.1K | 0.01% | +58+725.0% | Added |
| True Wealth Design, LLC | 67 | $27.5K | 0.01% | +3+4.7% | Added |
| Twin Lakes Capital Management, LLC | 68 | $27.9K | 0.02% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 68 | $28.0K | 0.02% | +68 | New |
| Naples Money Management LLC | 69 | $28.3K | 0.03% | −4−5.5% | Reduced |
| Raffa Wealth Management, LLC | 69 | $28.3K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 71 | $29.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 73 | $30.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 74 | $30.1K | 0.00% | +37+100.0% | Added |
| BFSG, LLC | 74 | $30.4K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 75 | $30.8K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 78 | $32.1K | 0.01% | +41+110.8% | Added |