| Lee Financial Co | 0 | $14 | 0.00% | 0 | New |
| Comerica Bank | 446,810 | $36 | 0.00% | +446,810 | New |
| State of Wyoming | 1 | $240 | 0.00% | −543−99.8% | Reduced |
| PSI Advisors, LLC | 1 | $240 | 0.00% | −5−83.3% | Reduced |
| Delos Wealth Advisors, LLC | 2 | $480 | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 2 | $480 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3 | $682 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3 | $724 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $960 | 0.00% | −20−83.3% | Reduced |
| USA Financial Portformulas Corp | 4 | $960 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 4 | $960 | 0.00% | +4 | New |
| Coston, McIsaac & Partners | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.20K | 0.00% | −29−85.3% | Reduced |
| Red Tortoise LLC | 8 | $1.92K | 0.00% | −16−66.7% | Reduced |
| PayPay Securities Corp | 8 | $1.92K | 0.12% | −8−50.0% | Reduced |
| Mascoma Wealth Management LLC | 8 | $2.07K | 0.00% | −193−96.0% | Reduced |
| Country Trust Bank | 9 | $2.16K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 12 | $2.91K | 0.00% | −263−95.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $3.00K | 0.00% | +14+466.7% | Added |
| Cherry Tree Wealth Management, LLC | 13 | $3.00K | 0.00% | +13 | New |
| Archer Investment Corp | 13 | $3.12K | 0.00% | −175−93.1% | Reduced |
| DB Wealth Management Group, LLC | 14 | $3.36K | 0.00% | −514−97.3% | Reduced |
| Sofos Investments, Inc. | 240 | $3.37K | 0.01% | −12−4.8% | Reduced |
| Belmont Capital, LLC | 17 | $4.08K | 0.00% | −5−22.7% | Reduced |
| Wolff Wiese Magana LLC | 18 | $4.32K | 0.00% | −4−18.2% | Reduced |
| Pacific Center for Financial Services | 18 | $4.32K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 18 | $4.32K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 18 | $4.32K | 0.00% | +18 | New |
| Longfellow Investment Management Co LLC | 19 | $4.56K | 0.00% | +6+46.2% | Added |
| JNBA Financial Advisors | 20 | $4.80K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 20 | $4.80K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 21 | $5.04K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 21 | $5.06K | 0.00% | +7+50.0% | Added |
| KB Financial Partners, LLC | 27 | $6.00K | 0.00% | −291−91.5% | Reduced |
| Winch Advisory Services, LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 25 | $6.00K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 26 | $6.24K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $6.24K | 0.00% | +5+23.8% | Added |
| New England Capital Financial Advisors LLC | 26 | $6.24K | 0.00% | +26 | New |
| GHP Investment Advisors, Inc. | 25 | $6.39K | 0.00% | −125−83.3% | Reduced |
| Kathleen S. Wright Associates Inc. | 28 | $6.72K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 28 | $6.72K | 0.00% | +8+40.0% | Added |
| Lansing Street Advisors | 28 | $6.74K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 29 | $6.89K | 0.00% | +29 | New |
| Albion Financial Group | 30 | $7.20K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 30 | $7.20K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 30 | $7.20K | 0.00% | +8+36.4% | Added |
| Halpern Financial, Inc. | 32 | $7.68K | 0.00% | +32 | New |
| Intrepid Capital Management Inc | 33 | $7.92K | 0.01% | +33 | New |
| Worth Asset Management, LLC | 37 | $8.88K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 37 | $8.88K | 0.01% | +13+54.2% | Added |
| Sanctuary Wealth Management, L.L.C. | 37 | $8.88K | 0.01% | +37 | New |
| SkyView Investment Advisors, LLC | 37 | $9.00K | 0.00% | +18+94.7% | Added |
| Rise Advisors, LLC | 41 | $9.88K | 0.01% | −6−12.8% | Reduced |
| Grayhawk Investment Strategies Inc. | 43 | $10.3K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 45 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 48 | $11.5K | 0.00% | +5+11.6% | Added |
| Blue Bell Private Wealth Management, LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 50 | $12.0K | 0.01% | −1−2.0% | Reduced |
| Evolution Advisers, Inc. | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 50 | $12.0K | 0.00% | +25+100.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 53 | $12.7K | 0.00% | −14−20.9% | Reduced |
| Twin Lakes Capital Management, LLC | 56 | $13.3K | 0.01% | +1+1.8% | Added |
| Missouri Trust & Investment Co | 60 | $14.4K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 61 | $14.6K | 0.01% | +50+454.5% | Added |
| Buck Wealth Strategies, LLC | 65 | $15.6K | 0.01% | −35−35.0% | Reduced |
| City State Bank | 70 | $17.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 73 | $17.2K | 0.00% | +73 | New |
| Nemes Rush Group LLC | 72 | $17.3K | 0.00% | +72 | New |
| HWG Holdings LP | 74 | $17.8K | 0.01% | +34+85.0% | Added |
| Stephens Consulting, LLC | 75 | $18.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 75 | $18.0K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 76 | $18.2K | 0.01% | +76 | New |
| Financial Synergies Wealth Advisors, Inc. | 78 | $18.7K | 0.00% | +78 | New |
| Ranger Investment Management, L.P. | 79 | $19.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 83 | $19.0K | 0.01% | +83 | New |
| 25 LLC | 80 | $19.1K | 0.01% | −4−4.8% | Reduced |
| Maryland Capital Advisors Inc. | 85 | $20.4K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 90 | $21.6K | 0.02% | −894−90.9% | Reduced |
| GoalVest Advisory LLC | 90 | $21.6K | 0.01% | −8−8.2% | Reduced |
| Northwest Capital Management Inc | 90 | $21.6K | 0.01% | +90 | New |
| Tfo-TDC, LLC | 95 | $22.8K | 0.00% | +83+691.7% | Added |
| RE Dickinson Investment Advisors, LLC | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $24.0K | 0.01% | +100 | New |
| Raffa Wealth Management, LLC | 104 | $25.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 105 | $25.2K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 115 | $27.6K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 120 | $28.8K | 0.01% | +3+2.6% | Added |
| Blackhill Capital Inc | 120 | $28.8K | 0.00% | +120 | New |
| GPS Wealth Strategies Group, LLC | 122 | $29.2K | 0.01% | +21+20.8% | Added |
| Stone House Investment Management, LLC | 125 | $30.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 129 | $31.0K | 0.01% | +100+344.8% | Added |
| First Capital Advisors Group, LLC. | 132 | $31.7K | 0.02% | +132 | New |
| America First Investment Advisors, LLC | 134 | $32.2K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 134 | $32.2K | 0.03% | +134 | New |
| Sound Income Strategies, LLC | 135 | $32.4K | 0.00% | −624−82.2% | Reduced |
| Tortoise Investment Management, LLC | 135 | $32.4K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 138 | $33.1K | 0.03% | 00.0% | Unchanged |