| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Summit Wealth Group, LLC | 189,978 | $2 | 0.05% | +189,978 | New |
| Sofos Investments, Inc. | 85 | $3 | 0.00% | +1+1.2% | Added |
| ZRC Wealth Management, LLC | 0 | $13 | 0.00% | 0 | New |
| Carolina Wealth Advisors, LLC | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 5 | $428 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 6 | $540 | 0.00% | +6 | New |
| MCF Advisors LLC | 8 | $684 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $684 | 0.00% | – | – |
| Tfo-TDC, LLC | 8 | $684 | 0.00% | +2+33.3% | Added |
| USA Financial Portformulas Corp | 8 | $684 | 0.00% | +8 | New |
| Adirondack Retirement Specialists, Inc. | 8 | $689 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 10 | $854 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 9 | $1.00K | 0.00% | +9 | New |
| Clear Investment Research, LLC | 13 | $1.11K | 0.00% | −7−35.0% | Reduced |
| True Wealth Design, LLC | 15 | $1.28K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 16 | $1.40K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 24 | $2.05K | 0.00% | +24 | New |
| Bay Harbor Wealth Management, LLC | 29 | $2.48K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 31 | $2.65K | 0.00% | +31 | New |
| Financial Avengers, Inc. | 35 | $3.01K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 36 | $3.08K | 0.00% | +36 | New |
| Lumature Wealth Partners, LLC | 40 | $3.42K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 148 | $4.15K | 0.00% | +148 | New |
| Cape Investment Advisory, Inc. | 49 | $4.15K | 0.00% | +49 | New |
| Quarry LP | 57 | $4.87K | 0.00% | +57 | New |
| Parallax Volatility Advisers, L.P. | 60 | $5.13K | 0.00% | +60 | New |
| RFP Financial Group LLC | 61 | $5.21K | 0.01% | −350−85.2% | Reduced |
| Abound Wealth Management | 64 | $5.48K | 0.00% | +16+33.3% | Added |
| Tradewinds Capital Management, LLC | 65 | $5.55K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 71 | $6.07K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 78 | $6.66K | 0.00% | −29−27.1% | Reduced |
| KB Financial Partners, LLC | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 85 | $7.00K | 0.01% | +1+1.2% | Added |
| Kozak & Associates, Inc. | 84 | $7.22K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 86 | $7.35K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 92 | $7.86K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 94 | $8.03K | 0.00% | −7−6.9% | Reduced |
| Perkins Coie Trust Co | 98 | $8.37K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 110 | $9.40K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 113 | $9.66K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 122 | $10.4K | 0.01% | +122 | New |
| Mark Sheptoff Financial Planning, LLC | 125 | $10.7K | 0.01% | −85−40.5% | Reduced |
| Operose Advisors LLC | 128 | $10.9K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 130 | $11.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 134 | $11.5K | 0.01% | +1+0.8% | Added |
| Pittenger & Anderson Inc | 135 | $11.5K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 136 | $11.6K | 0.01% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 137 | $11.7K | 0.02% | +137 | New |
| Baker Avenue Asset Management, LP | 147 | $12.6K | 0.00% | −6,371−97.7% | Reduced |
| Antonetti Capital Management LLC | 150 | $12.8K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 150 | $12.8K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 155 | $13.2K | 0.01% | −8−4.9% | Reduced |
| St. Johns Investment Management Company, LLC | 163 | $13.9K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 165 | $14.0K | 0.00% | −17−9.3% | Reduced |
| New England Capital Financial Advisors LLC | 169 | $14.5K | 0.01% | +1+0.6% | Added |
| SOA Wealth Advisors, LLC. | 171 | $14.6K | 0.00% | −30−14.9% | Reduced |
| James Investment Research Inc | 190 | $16.0K | 0.00% | −120−38.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 192 | $16.4K | 0.00% | −125−39.4% | Reduced |
| Northwest Investment Counselors, LLC | 197 | $16.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 203 | $17.0K | 0.01% | +1+0.5% | Added |
| Twin Lakes Capital Management, LLC | 200 | $17.1K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 200 | $17.1K | 0.01% | +17+9.3% | Added |
| Riggs Asset Managment Co. Inc. | 200 | $17.1K | 0.01% | +200 | New |
| Raffa Wealth Management, LLC | 201 | $17.2K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 204 | $17.4K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 213 | $18.2K | 0.01% | +1+0.5% | Added |
| Addison Advisors LLC | 214 | $18.3K | 0.01% | 00.0% | Unchanged |
| HWG Holdings LP | 217 | $18.5K | 0.01% | −4,780−95.7% | Reduced |
| PFS Partners, LLC | 222 | $19.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 226 | $19.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 246 | $21.0K | 0.01% | +24+10.8% | Added |
| Marquette Asset Management, LLC | 254 | $21.7K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 264 | $22.6K | 0.01% | −79−23.0% | Reduced |
| Delta Asset Management LLC | 269 | $23.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 274 | $23.4K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 276 | $23.6K | 0.01% | −133−32.5% | Reduced |
| Pflug Koory, LLC | 289 | $24.7K | 0.01% | −100−25.7% | Reduced |
| Disciplined Investments, LLC | 294 | $25.1K | 0.01% | +209+245.9% | Added |
| Raleigh Capital Management Inc. | 301 | $25.7K | 0.01% | +29+10.7% | Added |
| Central Bank & Trust Co | 308 | $26.3K | 0.00% | +8+2.7% | Added |
| Financial Synergies Wealth Advisors, Inc. | 310 | $26.5K | 0.00% | +48+18.3% | Added |
| Bell Investment Advisors, Inc | 312 | $26.7K | 0.01% | −33−9.6% | Reduced |
| Pin Oak Investment Advisors Inc | 320 | $27.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 320 | $27.3K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 321 | $27.4K | 0.01% | −107−25.0% | Reduced |
| Park Place Capital Corp | 344 | $29.4K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 346 | $29.6K | 0.01% | −61−15.0% | Reduced |
| Cyrus J. Lawrence, LLC | 350 | $30.0K | 0.01% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 354 | $30.2K | 0.02% | +354 | New |
| Westside Investment Management, Inc. | 356 | $30.4K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 359 | $30.7K | 0.04% | −103−22.3% | Reduced |
| AXS Investments LLC | 372 | $31.8K | 0.01% | +14+3.9% | Added |
| Canton Hathaway, LLC | 380 | $32.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 375 | $32.0K | 0.01% | +2+0.5% | Added |
| Hollencrest Capital Management | 400 | $34.2K | 0.00% | −45−10.1% | Reduced |
| Atticus Wealth Management, LLC | 411 | $35.2K | 0.01% | +67+19.5% | Added |
| First Command Bank | 416 | $35.6K | 0.00% | −389−48.3% | Reduced |
