| Dogwood Wealth Management LLC | 0 | $19 | 0.00% | 0 | Unchanged |
| ClariVest Asset Management LLC | 1 | $249 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2 | $499 | 0.00% | +1+100.0% | Added |
| Ritter Daniher Financial Advisory LLC | 2 | $500 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 162,806 | $657 | 0.03% | +162,806 | New |
| TD Capital Management LLC | 3 | $749 | 0.00% | +3 | New |
| Bear Mountain Capital, Inc. | 4 | $958 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 5 | $1.25K | 0.00% | +5 | New |
| FRG Family Wealth Advisors LLC | 6 | $1.48K | 0.00% | +6 | New |
| ORG Partners LLC | 6 | $1.50K | 0.00% | −722−99.2% | Reduced |
| Tacita Capital Inc | 7 | $1.75K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 7 | $1.75K | 0.00% | +7 | New |
| TruNorth Capital Management, LLC | 9 | $2.25K | 0.00% | +9 | New |
| PayPay Securities Corp | 10 | $2.50K | 0.12% | −1−9.1% | Reduced |
| WestEnd Advisors, LLC | 10 | $2.50K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 10 | $2.50K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 10 | $2.56K | 0.00% | +10 | New |
| Granite FO LLC | 11 | $2.93K | 0.00% | +11 | New |
| Tfo-TDC, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 13 | $3.12K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 13 | $3.25K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 13 | $3.25K | 0.00% | +13 | New |
| Riggs Asset Managment Co. Inc. | 13 | $3.25K | 0.00% | +13 | New |
| Winch Advisory Services, LLC | 13 | $3.27K | 0.00% | −13−50.0% | Reduced |
| Tucker Asset Management LLC | 14 | $3.50K | 0.00% | −35−71.4% | Reduced |
| Kozak & Associates, Inc. | 14 | $3.71K | 0.00% | −139−90.8% | Reduced |
| Ruedi Wealth Management, Inc. | 18 | $4.50K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 19 | $4.75K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 19 | $4.75K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 20 | $4.99K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 20 | $4.99K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 21 | $5.24K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 21 | $5.24K | 0.00% | +21 | New |
| Mma Asset Management LLC | 22 | $5.49K | 0.00% | +22 | New |
| Wolff Wiese Magana LLC | 23 | $5.74K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $5.99K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 24 | $6.00K | 0.00% | +24 | New |
| Paladin Advisory Group, LLC | 25 | $6.20K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $6.24K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 25 | $6.24K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 25 | $6.24K | 0.00% | +25 | New |
| Tanglewood Legacy Advisors, LLC | 26 | $6.49K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 26 | $6.52K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 28 | $6.99K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 29 | $7.00K | 0.01% | +29 | New |
| Albion Financial Group | 30 | $7.49K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 30 | $7.49K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 32 | $8.05K | 0.01% | +5+18.5% | Added |
| Planning Capital Management Corp | 34 | $8.49K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 37 | $8.56K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 37 | $9.00K | 0.00% | −17−31.5% | Reduced |
| LifeSteps Financial, Inc. | 37 | $9.24K | 0.01% | +37 | New |
| Sofos Investments, Inc. | 38 | $9.71K | 0.00% | +31+442.9% | Added |
| Missouri Trust & Investment Co | 40 | $9.99K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 40 | $9.99K | 0.00% | +22+122.2% | Added |
| Horizon Financial Services, LLC | 40 | $9.99K | 0.01% | +40 | New |
| Avion Wealth | 37 | $10.0K | 0.00% | +1+2.8% | Added |
| CGC Financial Services, LLC | 41 | $10.2K | 0.01% | +41 | New |
| Semmax Financial Advisors Inc. | 42 | $10.6K | 0.00% | +26+162.5% | Added |
| Byrne Asset Management LLC | 45 | $11.2K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 45 | $11.2K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 48 | $12.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 48 | $12.0K | 0.00% | +48 | New |
| Princeton Global Asset Management LLC | 50 | $12.5K | 0.00% | −15−23.1% | Reduced |
| McClarren Financial Advisors, Inc. | 51 | $13.0K | 0.01% | +1+2.0% | Added |
| Evolution Advisers, Inc. | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 53 | $13.2K | 0.01% | +53 | New |
| Twin Lakes Capital Management, LLC | 56 | $13.9K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 60 | $14.0K | 0.00% | −2,991−98.0% | Reduced |
| Lummis Asset Management, LP | 59 | $14.7K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 60 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 63 | $15.7K | 0.00% | −152−70.7% | Reduced |
| Retirement Group, LLC | 63 | $15.7K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 65 | $16.2K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 68 | $17.0K | 0.01% | +57+518.2% | Added |
| City State Bank | 70 | $17.0K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 69 | $17.1K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 69 | $17.3K | 0.00% | −253−78.6% | Reduced |
| Halpern Financial, Inc. | 71 | $17.3K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 70 | $17.5K | 0.00% | +51+268.4% | Added |
| Nemes Rush Group LLC | 72 | $18.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 73 | $18.2K | 0.00% | +4+5.8% | Added |
| Laffer Tengler Investments | 73 | $18.2K | 0.00% | +73 | New |
| Aspect Partners, LLC | 74 | $18.5K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 75 | $18.7K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 75 | $18.7K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 76 | $19.0K | 0.00% | −1−1.3% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 75 | $19.0K | 0.02% | −12,160−99.4% | Reduced |
| PrairieView Partners, LLC | 75 | $19.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 77 | $19.2K | 0.02% | +75+3,750.0% | Added |
| WealthCollab, LLC | 78 | $19.5K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 78 | $19.5K | 0.00% | +78 | New |
| Orion Capital Management LLC | 80 | $20.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 82 | $20.5K | 0.01% | +8+10.8% | Added |
| Quarry LP | 85 | $21.2K | 0.01% | +85 | New |
| Maryland Capital Advisors Inc. | 85 | $21.2K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 88 | $22.0K | 0.01% | 00.0% | Unchanged |