| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Summit Wealth Group, LLC | 175,694 | $1 | 0.02% | +175,694 | New |
| Tfo-TDC, LLC | 1 | $134 | 0.00% | −18−94.7% | Reduced |
| Sofos Investments, Inc. | 134 | $346 | 0.02% | −2−1.5% | Reduced |
| JJJ Advisors Inc. | 4 | $550 | 0.00% | −3−42.9% | Reduced |
| 25 LLC | 4 | $579 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | – | $671 | 0.00% | – | – |
| RFP Financial Group LLC | 7 | $909 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 7 | $932 | 0.00% | +7 | New |
| Ahrens Investment Partners LLC | 9 | $1.21K | 0.00% | +9 | New |
| Core Alternative Capital | 10 | $1.34K | 0.00% | −3−23.1% | Reduced |
| Arlington Partners LLC | 12 | $1.61K | 0.00% | +12 | New |
| Trifecta Capital Advisors, LLC | 14 | $1.88K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | −26,621−99.9% | Reduced |
| KB Financial Partners, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $2.01K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 15 | $2.01K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 15 | $2.07K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 16 | $2.15K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 17 | $2.28K | 0.00% | +17 | New |
| Buck Wealth Strategies, LLC | 19 | $2.55K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 20 | $2.69K | 0.00% | −5−20.0% | Reduced |
| Valley National Advisers Inc | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $3.02K | 0.00% | – | – |
| Disciplined Investments, LLC | 23 | $3.09K | 0.00% | −3−11.5% | Reduced |
| Level Financial Advisors, Inc. | 25 | $3.36K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 35 | $5.00K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 38 | $5.03K | 0.00% | +1+2.7% | Added |
| Abound Wealth Management | 38 | $5.10K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 42 | $5.64K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 43 | $5.77K | 0.01% | +43 | New |
| Princeton Global Asset Management LLC | 45 | $5.99K | 0.00% | +45 | New |
| Milestone Investment Advisors LLC | 45 | $6.04K | 0.00% | +45 | New |
| Kelly Financial Services LLC | 46 | $6.17K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 50 | $6.71K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 54 | $7.25K | 0.00% | +9+20.0% | Added |
| HHM Wealth Advisors, LLC | 54 | $7.25K | 0.00% | +54 | New |
| Retirement Group, LLC | 50 | $8.00K | 0.00% | −5−9.1% | Reduced |
| Lowe Wealth Advisors, LLC | 60 | $8.05K | 0.00% | −51−45.9% | Reduced |
| Castleview Partners, LLC | 66 | $8.92K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 65 | $9.00K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 73 | $9.80K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 75 | $10.1K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 75 | $10.1K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 76 | $10.2K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 78 | $10.5K | 0.00% | −88−53.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 83 | $11.1K | 0.01% | 00.0% | Unchanged |
| Kalos Management, Inc. | 90 | $12.1K | 0.02% | +90 | New |
| Oliver Lagore Vanvalin Investment Group | 93 | $12.5K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 96 | $12.9K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 97 | $12.9K | 0.01% | +1+1.0% | Added |
| Centerpoint Advisors, LLC | 100 | $13.0K | 0.01% | −47−32.0% | Reduced |
| Johnson Midwest Financial, LLC | 98 | $13.2K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 99 | $13.3K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 100 | $13.4K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 100 | $13.4K | 0.02% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 100 | $13.4K | 0.00% | +100 | New |
| Piershale Financial Group, Inc. | 101 | $13.6K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 102 | $14.0K | 0.00% | +1+1.0% | Added |
| Financial Perspectives, Inc | 105 | $14.1K | 0.01% | −103−49.5% | Reduced |
| Horan Securities, Inc. | 106 | $14.2K | 0.01% | +6+6.0% | Added |
| New England Capital Financial Advisors LLC | 108 | $14.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 112 | $15.0K | 0.01% | +1+0.9% | Added |
| PrairieView Partners, LLC | 115 | $15.0K | 0.00% | +115 | New |
| Center for Financial Planning, Inc. | 113 | $15.2K | 0.00% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 121 | $16.2K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 125 | $16.8K | 0.01% | +125 | New |
| Hazlett, Burt & Watson, Inc. | 130 | $17.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 131 | $17.6K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 146 | $19.7K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 150 | $20.0K | 0.01% | −50−25.0% | Reduced |
| Roble, Belko & Company, Inc | 151 | $20.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 150 | $20.1K | 0.00% | +76+102.7% | Added |
| GeoWealth Management, LLC | 159 | $21.0K | 0.00% | +7+4.6% | Added |
| Front Row Advisors LLC | 157 | $21.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 160 | $21.5K | 0.01% | −135−45.8% | Reduced |
| Cornerstone Management, Inc. | 160 | $21.5K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 167 | $22.4K | 0.00% | −100−37.5% | Reduced |
| SOA Wealth Advisors, LLC. | 167 | $22.4K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 175 | $23.0K | 0.00% | +175 | New |
| City Holding Co | 176 | $23.6K | 0.00% | −223−55.9% | Reduced |
| Covestor Ltd | 185 | $25.0K | 0.02% | +17+10.1% | Added |
| Farther Finance Advisors, LLC | 187 | $25.1K | 0.01% | +6+3.3% | Added |
| Bell Investment Advisors, Inc | 189 | $25.4K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 190 | $25.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 192 | $25.8K | 0.01% | −8−4.0% | Reduced |
| American State Bank (Iowa) | 195 | $26.2K | 0.02% | 00.0% | Unchanged |
| New England Asset Management Inc | 200 | $26.8K | 0.00% | −300−60.0% | Reduced |
| New Millennium Group LLC | 200 | $26.8K | 0.03% | −6−2.9% | Reduced |
| Robinson Value Management, Ltd. | 200 | $26.8K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 215 | $28.8K | 0.00% | −30,350−99.3% | Reduced |
| West Paces Advisors Inc. | 225 | $30.2K | 0.01% | −32−12.5% | Reduced |
| M&R Capital Management Inc | 225 | $30.2K | 0.01% | 00.0% | Unchanged |
| American National Bank | 228 | $30.6K | 0.01% | −89−28.1% | Reduced |
| Capital Advisors, Ltd. LLC | 230 | $31.0K | 0.01% | −159−40.9% | Reduced |
| West Oak Capital, LLC | 240 | $32.2K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 240 | $32.2K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 247 | $33.1K | 0.01% | +2+0.8% | Added |
| Syverson Strege & Co | 248 | $33.3K | 0.01% | +1+0.4% | Added |
