| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 52,373 | $3 | 0.00% | +52,373 | New |
| Lee Financial Co | 0 | $61 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 302 | $163 | 0.00% | +187+162.6% | Added |
| American National Bank | 3 | $560 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $560 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $561 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $747 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5 | $933 | 0.00% | −227−97.8% | Reduced |
| Sound Income Strategies, LLC | 5 | $933 | 0.00% | −26−83.9% | Reduced |
| Crewe Advisors LLC | 6 | $1.12K | 0.00% | +6 | New |
| Nemes Rush Group LLC | 6 | $1.12K | 0.00% | +6 | New |
| Rise Advisors, LLC | 7 | $1.33K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 8 | $1.49K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 8 | $1.55K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 9 | $1.68K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 9 | $1.68K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 10 | $1.87K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 10 | $1.93K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Carmel Capital Partners, LLC | 11 | $2.05K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 14 | $2.74K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 15 | $2.80K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 15 | $2.80K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 16 | $2.99K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 16 | $2.99K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 16 | $2.99K | 0.01% | +10+166.7% | Added |
| Winch Advisory Services, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 19 | $3.14K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 20 | $3.73K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 20 | $3.77K | 0.00% | −4−16.7% | Reduced |
| Avion Wealth | 29 | $4.00K | 0.00% | +23+383.3% | Added |
| HWG Holdings LP | 22 | $4.11K | 0.00% | +22 | New |
| GHP Investment Advisors, Inc. | 25 | $4.61K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 29 | $5.00K | 0.00% | −145−83.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 27 | $5.04K | 0.00% | −27−50.0% | Reduced |
| CNB Bank | 30 | $5.60K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $5.60K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 36 | $6.72K | 0.00% | +8+28.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 40 | $7.47K | 0.01% | +17+73.9% | Added |
| Grove Bank & Trust | 47 | $8.77K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 48 | $8.96K | 0.00% | −67−58.3% | Reduced |
| Newton One Investments LLC | 50 | $9.37K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 52 | $9.71K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 52 | $9.71K | 0.01% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 54 | $10.0K | 0.00% | −77−58.8% | Reduced |
| Hexagon Capital Partners LLC | 54 | $10.1K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 55 | $10.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 56 | $10.5K | 0.00% | −16−22.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 60 | $11.2K | 0.01% | +60 | New |
| IAG Wealth Partners, LLC | 63 | $11.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 64 | $11.9K | 0.00% | +45+236.8% | Added |
| Bell Investment Advisors, Inc | 65 | $12.1K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 76 | $12.6K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 68 | $12.7K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 65 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 71 | $13.0K | 0.00% | +6+9.2% | Added |
| GW&K Investment Management, LLC | 72 | $13.0K | 0.00% | +70+3,500.0% | Added |
| Global Trust Asset Management, LLC | 73 | $13.7K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 75 | $13.7K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 74 | $13.8K | 0.01% | −9−10.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 75 | $14.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 75 | $14.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 78 | $14.3K | 0.01% | +6+8.3% | Added |
| GPS Wealth Strategies Group, LLC | 78 | $14.6K | 0.00% | −22−22.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 78 | $14.6K | 0.00% | +78 | New |
| Westside Investment Management, Inc. | 80 | $14.9K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 80 | $14.9K | 0.01% | +64+400.0% | Added |
| Cohen & Steers, Inc. | 79 | $15.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 90 | $16.8K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 92 | $17.2K | 0.01% | +92 | New |
| Coppell Advisory Solutions LLC | 94 | $17.3K | 0.01% | +94 | New |
| Column Capital Advisors, LLC | 93 | $17.4K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 94 | $17.5K | 0.00% | +3+3.3% | Added |
| KB Financial Partners, LLC | 96 | $18.0K | 0.00% | −3,008−96.9% | Reduced |
| Sittner & Nelson, LLC | 100 | $18.7K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 100 | $18.7K | 0.01% | +100 | New |
| Capital Advisors, Ltd. LLC | 103 | $19.0K | 0.00% | +1+1.0% | Added |
| Capital Analysts, LLC | 100 | $19.0K | 0.00% | +100 | New |
| Tyler-Stone Wealth Management | 100 | $19.0K | 0.01% | +100 | New |
| Ridgewood Investments LLC | 103 | $19.2K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 109 | $20.3K | 0.01% | −13−10.7% | Reduced |
| IMA Wealth, Inc. | 109 | $20.4K | 0.01% | +109 | New |
| Baker Avenue Asset Management, LP | 111 | $20.7K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 116 | $22.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 119 | $22.0K | 0.01% | +119 | New |
| Tortoise Investment Management, LLC | 119 | $22.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 122 | $22.8K | 0.00% | +79+183.7% | Added |
| Gould Capital, LLC | 124 | $23.1K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 125 | $23.3K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 132 | $24.6K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 135 | $25.2K | 0.01% | +135 | New |
| Cornerstone Planning Group LLC | 135 | $25.2K | 0.01% | +135 | New |
| Earnest Partners LLC | 140 | $26.1K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 145 | $27.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 146 | $27.3K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 147 | $27.5K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 150 | $28.0K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 150 | $28.1K | 0.02% | 00.0% | Unchanged |