| Global Assets Advisory, LLC | 162,651 | $359 | 0.02% | +162,651 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $455 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1 | $455 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $910 | 0.00% | −2−50.0% | Reduced |
| Horizon Financial Services, LLC | 2 | $910 | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 2 | $914 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2 | $965 | 0.00% | −12−85.7% | Reduced |
| WFA Asset Management Corp | 2 | $1.01K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3 | $1.36K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $1.39K | 0.00% | −62−95.4% | Reduced |
| NVWM, LLC | 3 | $1.42K | 0.00% | −11−78.6% | Reduced |
| Lummis Asset Management, LP | 4 | $1.82K | 0.00% | −698−99.4% | Reduced |
| Frank, Rimerman Advisors LLC | 4 | $1.82K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4 | $1.82K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $1.82K | 0.00% | +4 | New |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $2.00K | 0.02% | −364−98.6% | Reduced |
| Fairman Group, LLC | 5 | $2.27K | 0.00% | −95−95.0% | Reduced |
| Kessler Investment Group, LLC | 5 | $2.27K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $2.27K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $2.73K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 6 | $2.73K | 0.00% | −7−53.8% | Reduced |
| JDM Financial Group LLC | 7 | $3.18K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 7 | $3.19K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $3.34K | 0.00% | −8−53.3% | Reduced |
| Horizons Wealth Management | 8 | $3.63K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 8 | $3.64K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 8 | $3.64K | 0.00% | +8 | New |
| TD Capital Management LLC | 10 | $4.55K | 0.00% | −5−33.3% | Reduced |
| PayPay Securities Corp | 10 | $4.55K | 0.23% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $4.55K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $4.55K | 0.01% | +10 | New |
| Signature Resources Capital Management, LLC | 11 | $4.99K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 11 | $5.00K | 0.00% | −11−50.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 11 | $5.00K | 0.00% | +11 | New |
| Granite FO LLC | 10 | $5.64K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 13 | $5.91K | 0.01% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 13 | $5.91K | 0.00% | +13 | New |
| Maryland Capital Advisors Inc. | 13 | $5.91K | 0.00% | −37−74.0% | Reduced |
| Macroview Investment Management LLC | 15 | $6.81K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 15 | $6.82K | 0.01% | −9−37.5% | Reduced |
| Birch Capital Management, LLC | 15 | $6.82K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 15 | $6.92K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 15 | $7.09K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $7.28K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 17 | $7.73K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 17 | $7.73K | 0.00% | +17 | New |
| Valued Wealth Advisors LLC | 20 | $9.10K | 0.01% | +10+100.0% | Added |
| Pineridge Advisors LLC | 21 | $9.55K | 0.00% | +10+90.9% | Added |
| Beaird Harris Wealth Management, LLC | 22 | $10.0K | 0.00% | −5−18.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 24 | $10.9K | 0.00% | +1+4.3% | Added |
| Redmont Wealth Advisors LLC | 24 | $10.9K | 0.02% | +24 | New |
| SJS Investment Consulting Inc. | 25 | $11.3K | 0.00% | −2−7.4% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 26 | $11.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 26 | $11.8K | 0.00% | −7−21.2% | Reduced |
| Estabrook Capital Management | 26 | $11.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 26 | $11.9K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 27 | $12.4K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 28 | $12.7K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 30 | $13.6K | 0.01% | −581−95.1% | Reduced |
| Atlantic Trust, LLC | 30 | $13.6K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 30 | $13.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 30 | $13.6K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 31 | $14.1K | 0.00% | −39−55.7% | Reduced |
| Spotlight Asset Group, Inc. | 31 | $14.1K | 0.01% | +12+63.2% | Added |
| RE Dickinson Investment Advisors, LLC | 34 | $15.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 33 | $15.0K | 0.00% | +32+3,200.0% | Added |
| Provenance Wealth Advisors, LLC | 34 | $15.5K | 0.00% | +19+126.7% | Added |
| REAP Financial Group, LLC | 36 | $16.5K | 0.00% | −171−82.6% | Reduced |
| PFS Partners, LLC | 37 | $16.8K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 38 | $17.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 38 | $17.3K | 0.01% | +4+11.8% | Added |
| Sachetta, LLC | 40 | $18.1K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 40 | $18.2K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 42 | $19.1K | 0.01% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 42 | $19.2K | 0.01% | +42 | New |
| Stone House Investment Management, LLC | 45 | $20.3K | 0.00% | +1+2.3% | Added |
| Stephens Consulting, LLC | 45 | $20.5K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 47 | $21.4K | 0.02% | +8+20.5% | Added |
| EntryPoint Capital, LLC | 48 | $21.8K | 0.02% | −138−74.2% | Reduced |
| VitalStone Financial, LLC | 49 | $22.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 50 | $22.7K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $22.7K | 0.01% | +1+2.0% | Added |
| Abich Financial Wealth Management LLC | 50 | $22.7K | 0.02% | +20+66.7% | Added |
| Atticus Wealth Management, LLC | 52 | $23.7K | 0.01% | −3−5.5% | Reduced |
| Ogorek Anthony Joseph | 53 | $24.0K | 0.01% | −4,159−98.7% | Reduced |
| First Pacific Financial | 54 | $24.6K | 0.01% | +54 | New |
| Field & Main Bank | 55 | $25.0K | 0.01% | −7−11.3% | Reduced |
| Pingora Partners LLC | 59 | $26.8K | 0.02% | +59 | New |
| Providence Capital Advisors, LLC | 60 | $27.3K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 61 | $27.6K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 63 | $28.9K | 0.05% | +25+65.8% | Added |
| Caitlin John, LLC | 65 | $29.3K | 0.02% | +29+80.6% | Added |
| Addison Advisors LLC | 65 | $29.6K | 0.01% | −4−5.8% | Reduced |
| Altshuler Shaham Ltd | 65 | $29.6K | 0.00% | +8+14.0% | Added |
| Edmond de Rothschild Holding S.A. | 65 | $29.6K | 0.00% | +65 | New |
| Abound Wealth Management | 65 | $29.7K | 0.01% | −37−36.3% | Reduced |
| GW&K Investment Management, LLC | 67 | $30.0K | 0.00% | −5−6.9% | Reduced |
| Heck Capital Advisors, LLC | 67 | $30.5K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 68 | $30.9K | 0.02% | +1+1.5% | Added |
