| MidAtlantic Capital Management, Inc. | 1 | $122 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 3 | $367 | 0.00% | +3 | New |
| Evergreen Private Wealth LLC | 4 | $489 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 5 | $612 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 7 | $857 | 0.00% | −934−99.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 10 | $1.22K | 0.00% | −11,167−99.9% | Reduced |
| Cedar Wealth Management, LLC | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 15 | $1.78K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 230,385 | $1.90K | 0.09% | +230,385 | New |
| ClariVest Asset Management LLC | 17 | $2.06K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 17 | $2.08K | 0.00% | −52−75.4% | Reduced |
| Arcadia Investment Management Corp | 17 | $2.08K | 0.00% | +8+88.9% | Added |
| Eukles Asset Management | 20 | $2.45K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 21 | $2.57K | 0.00% | +1+5.0% | Added |
| a16z Perennial Management, L.P. | 22 | $2.69K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 21 | $3.00K | 0.00% | −48−69.6% | Reduced |
| Granite FO LLC | 34 | $3.04K | 0.00% | +34 | New |
| Richard W. Paul & Associates, LLC | 25 | $3.06K | 0.00% | −240−90.6% | Reduced |
| Global Wealth Strategies & Associates | 25 | $3.06K | 0.00% | −10−28.6% | Reduced |
| Creekmur Asset Management LLC | 31 | $3.79K | 0.00% | −1−3.1% | Reduced |
| Custom Portfolio Group LLC | 31 | $3.79K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 32 | $3.93K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 34 | $4.16K | 0.00% | +34 | New |
| Newton One Investments LLC | 38 | $4.67K | 0.00% | −1,000−96.3% | Reduced |
| Capital Management Associates | 41 | $5.02K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 45 | $5.51K | 0.01% | +39+650.0% | Added |
| Horrell Capital Management, Inc. | 46 | $6.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 55 | $6.20K | 0.00% | +1+1.9% | Added |
| Clear Investment Research, LLC | 51 | $6.24K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 52 | $6.36K | 0.00% | +52 | New |
| Trust Co | 55 | $6.73K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 59 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 58 | $7.10K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 71 | $9.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 75 | $9.18K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 85 | $10.4K | 0.01% | −31−26.7% | Reduced |
| Your Advocates Ltd., LLP | 85 | $10.4K | 0.00% | +2+2.4% | Added |
| West Financial Advisors, LLC | 86 | $10.5K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 86 | $10.6K | 0.00% | −1−1.1% | Reduced |
| Grayhawk Investment Strategies Inc. | 87 | $10.6K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 87 | $10.6K | 0.00% | +87 | New |
| HBC Financial Services, PLLC | 100 | $11.0K | 0.01% | −50−33.3% | Reduced |
| Stuart Chaussee & Associates, Inc. | 100 | $12.2K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 100 | $12.2K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $12.2K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 102 | $12.5K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 102 | $12.5K | 0.01% | +102 | New |
| PayPay Securities Corp | 107 | $13.1K | 0.65% | −48−31.0% | Reduced |
| Solstein Capital, LLC | 107 | $13.1K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 107 | $13.1K | 0.02% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 110 | $13.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 112 | $13.7K | 0.01% | +1+0.9% | Added |
| Aspect Partners, LLC | 114 | $13.9K | 0.01% | +7+6.5% | Added |
| Breakwater Investment Management | 114 | $13.9K | 0.01% | +114 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 125 | $14.7K | 0.01% | +125 | New |
| 4Thought Financial Group Inc. | 124 | $15.2K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 125 | $15.3K | 0.01% | +125 | New |
| Kessler Investment Group, LLC | 127 | $15.6K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 133 | $16.3K | 0.01% | +123+1,230.0% | Added |
| CGC Financial Services, LLC | 134 | $16.4K | 0.01% | −33−19.8% | Reduced |
| Richardson Capital Management LLC | 136 | $16.6K | 0.01% | +16+13.3% | Added |
| Cypress Capital Management LLC (WY) | 137 | $16.8K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 147 | $17.0K | 0.00% | −8,320−98.3% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 150 | $18.4K | 0.00% | +150 | New |
| Robinswood Financial LLC | 161 | $19.6K | 0.01% | +45+38.8% | Added |
| Valued Wealth Advisors LLC | 162 | $19.9K | 0.01% | +12+8.0% | Added |
| WFA Asset Management Corp | 166 | $20.4K | 0.01% | +60+56.6% | Added |
| Anfield Capital Management, LLC | 173 | $21.2K | 0.01% | +173 | New |
| Nordwand Advisors, LLC | 209 | $25.6K | 0.01% | −70−25.1% | Reduced |
| Hall Laurie J Trustee | 217 | $27.0K | 0.01% | −38−14.9% | Reduced |
| Iron Horse Wealth Management, LLC | 224 | $27.4K | 0.01% | −19−7.8% | Reduced |
| Bear Mountain Capital, Inc. | 249 | $28.2K | 0.01% | −12−4.6% | Reduced |
| Retirement Group, LLC | 237 | $29.0K | 0.01% | −10−4.0% | Reduced |
| ESL Trust Services, LLC | 250 | $30.6K | 0.01% | +250 | New |
| EnRich Financial Partners LLC | 251 | $30.7K | 0.01% | +251 | New |
| First PREMIER Bank | 261 | $32.0K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 268 | $32.8K | 0.00% | +1+0.4% | Added |
| Evolution Advisers, Inc. | 275 | $34.0K | 0.02% | −105−27.6% | Reduced |
| MB, Levis & Associates, LLC | 294 | $36.0K | 0.02% | +60+25.6% | Added |
| LFA - Lugano Financial Advisors SA | 300 | $36.7K | 0.03% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 308 | $37.7K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 318 | $38.9K | 0.02% | −144−31.2% | Reduced |
| Boyd Watterson Asset Management LLC | 320 | $39.2K | 0.01% | −25−7.2% | Reduced |
| Mascoma Wealth Management LLC | 321 | $39.3K | 0.01% | −100−23.8% | Reduced |
| Hallmark Capital Management Inc | 325 | $39.8K | 0.00% | −200−38.1% | Reduced |
| Dunhill Financial, LLC | 327 | $40.0K | 0.03% | −173−34.6% | Reduced |
| Luken Investment Analytics, LLC | 335 | $41.0K | 0.02% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 340 | $41.6K | 0.03% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 368 | $41.7K | 0.00% | −62−14.4% | Reduced |
| Red Tortoise LLC | 367 | $44.9K | 0.03% | +215+141.4% | Added |
| Core Alternative Capital | 397 | $48.6K | 0.01% | −596−60.0% | Reduced |
| Security National Bank | 400 | $48.9K | 0.01% | −145−26.6% | Reduced |
| Avondale Wealth Management | 407 | $49.8K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 412 | $50.4K | 0.03% | +100+32.1% | Added |
| Frank, Rimerman Advisors LLC | 414 | $50.7K | 0.01% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 418 | $51.1K | 0.01% | +418 | New |
| Cedar Mountain Advisors, LLC | 429 | $52.6K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 441 | $53.9K | 0.05% | +31+7.6% | Added |
| Coston, McIsaac & Partners | 448 | $54.0K | 0.02% | +1+0.2% | Added |
