| Comerica Bank | 60 | $16 | 0.00% | +60 | New |
| 25 LLC | 1 | $467 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $921 | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2 | $1.01K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $1.84K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Kessler Investment Group, LLC | 5 | $2.30K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $2.30K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,476 | $2.59K | 0.01% | −13−0.9% | Reduced |
| Raffa Wealth Management, LLC | 6 | $2.76K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $2.76K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $3.22K | 0.00% | −46−86.8% | Reduced |
| New Millennium Group LLC | 7 | $3.22K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 7 | $3.22K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 7 | $3.22K | 0.00% | +7 | New |
| PayPay Securities Corp | 8 | $3.68K | 0.23% | −3−27.3% | Reduced |
| DB Wealth Management Group, LLC | 8 | $3.68K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 8 | $3.68K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 10 | $5.00K | 0.00% | +10 | New |
| Goodman Advisory Group, LLC | 12 | $5.53K | 0.00% | −3,753−99.7% | Reduced |
| Country Trust Bank | 12 | $5.53K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 13 | $5.98K | 0.01% | +13 | New |
| Bradley & Co. Private Wealth Management, LLC | 13 | $5.99K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 14 | $6.45K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 15 | $6.80K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 15 | $6.86K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 15 | $6.91K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $6.95K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $7.37K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 17 | $7.83K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 17 | $7.83K | 0.00% | +3+21.4% | Added |
| SJS Investment Consulting Inc. | 17 | $7.83K | 0.00% | −6−26.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 18 | $8.29K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 19 | $8.75K | 0.01% | +19 | New |
| Thomas J. Herzfeld Advisors, Inc. | 23 | $10.6K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 25 | $11.6K | 0.01% | +25 | New |
| Estabrook Capital Management | 26 | $12.0K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 27 | $12.4K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 27 | $12.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 30 | $13.8K | 0.01% | +30 | New |
| Mendota Financial Group, LLC | 30 | $13.8K | 0.02% | −30−50.0% | Reduced |
| Atlantic Trust, LLC | 30 | $13.8K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 32 | $14.7K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 33 | $15.2K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 35 | $16.1K | 0.01% | −21−37.5% | Reduced |
| Disciplined Investments, LLC | 36 | $16.6K | 0.01% | −2−5.3% | Reduced |
| Eukles Asset Management | 36 | $16.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $16.6K | 0.01% | +3+9.1% | Added |
| PFS Partners, LLC | 36 | $16.7K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 37 | $16.9K | 0.01% | +1+2.8% | Added |
| TD Ameritrade Investment Management, LLC | 36 | $17.0K | 0.00% | −38−51.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 37 | $17.0K | 0.00% | +37 | New |
| O'Dell Group, LLC | 37 | $17.0K | 0.00% | +37 | New |
| TFC Financial Management | 38 | $17.5K | 0.00% | +33+660.0% | Added |
| NewSquare Capital LLC | 39 | $18.0K | 0.00% | −54−58.1% | Reduced |
| Atlas Capital Advisors LLC | 40 | $18.4K | 0.00% | −93−69.9% | Reduced |
| Clean Yield Group | 40 | $18.4K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 40 | $18.4K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 40 | $18.4K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 40 | $18.4K | 0.00% | −55−57.9% | Reduced |
| Godsey & Gibb Associates | 40 | $18.4K | 0.00% | −9−18.4% | Reduced |
| Impact Partnership Wealth, LLC | 41 | $18.9K | 0.01% | +41 | New |
| Clear Investment Research, LLC | 43 | $19.9K | 0.03% | +11+34.4% | Added |
| Stephens Consulting, LLC | 45 | $20.7K | 0.01% | +1+2.3% | Added |
| Retirement Group, LLC | 49 | $22.6K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 49 | $23.0K | 0.01% | +49 | New |
| Maryland Capital Advisors Inc. | 50 | $23.0K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 5,320 | $23.0K | 0.02% | +5,270+10,540.0% | Added |
| Legend Financial Advisors, Inc. | 53 | $24.4K | 0.02% | +6+12.8% | Added |
| Edmond de Rothschild Holding S.A. | 60 | $27.6K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 60 | $28.0K | 0.01% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 62 | $28.0K | 0.01% | +62 | New |
| Paladin Advisory Group, LLC | 61 | $28.1K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 64 | $29.5K | 0.01% | 00.0% | Unchanged |
| One River Asset Management, LLC | 67 | $30.6K | 0.02% | −70−51.1% | Reduced |
| Field & Main Bank | 67 | $30.8K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 67 | $31.0K | 0.00% | +67 | New |
| CGC Financial Services, LLC | 67 | $31.0K | 0.02% | +67 | New |
| Abound Wealth Management | 68 | $31.5K | 0.01% | −23−25.3% | Reduced |
| Washington Trust Advisors, Inc. | 70 | $32.2K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 72 | $33.1K | 0.03% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 74 | $34.0K | 0.03% | −111−60.0% | Reduced |
| Ridgewood Investments LLC | 76 | $34.9K | 0.02% | −50−39.7% | Reduced |
| Alaska Permanent Fund Corp | 76 | $35.0K | 0.00% | +76 | New |
| KB Financial Partners, LLC | 75 | $35.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 77 | $35.3K | 0.03% | +1+1.3% | Added |
| WFA of San Diego, LLC | 78 | $35.9K | 0.04% | −661−89.4% | Reduced |
| Baldwin Brothers Inc | 80 | $36.8K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 82 | $37.8K | 0.02% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $39.1K | 0.03% | – | – |
| Atticus Wealth Management, LLC | 86 | $39.6K | 0.01% | −1−1.1% | Reduced |
| Tradewinds Capital Management, LLC | 87 | $40.1K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 87 | $40.2K | 0.01% | −68−43.9% | Reduced |
| Northwest Capital Management Inc | 89 | $41.0K | 0.02% | +89 | New |
| Financial Synergies Wealth Advisors, Inc. | 90 | $41.3K | 0.01% | −16−15.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 93 | $42.9K | 0.01% | +17+22.4% | Added |
| Piscataqua Savings Bank | 96 | $44.2K | 0.04% | 00.0% | Unchanged |