| Eukles Asset Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 65 | $0 | 0.00% | +65 | New |
| Old North State Trust, LLC | 4 | $948 | 0.76% | −3,751−99.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.04% | 00.0% | Unchanged |
| Steward Financial Group LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4 | $1.00K | 0.00% | +4 | New |
| WestEnd Advisors, LLC | – | $1.24K | 0.00% | – | – |
| Sandy Cove Advisors, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Win Advisors, Inc | 14 | $3.00K | 0.00% | +14 | New |
| MUFG Securities EMEA plc | 17 | $4.00K | 0.00% | −88,200−100.0% | Reduced |
| USA Financial Portformulas Corp | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 19 | $5.00K | 0.00% | −48−71.6% | Reduced |
| Perkins Coie Trust Co | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 25 | $6.00K | 0.00% | +25 | New |
| Mizuho Securities Co. Ltd. | 30 | $7.00K | 0.00% | −149−83.2% | Reduced |
| CFS Investment Advisory Services, LLC | 2,059,595 | $8.00K | 0.03% | +2,051,261+24,613.2% | Added |
| Ulland Investment Advisors, LLC | 35 | $9.00K | 0.01% | +35 | New |
| Atlas Capital Advisors LLC | 39 | $9.64K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 42 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 40 | $10.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 40 | $10.0K | 0.01% | +40 | New |
| Islay Capital Management, LLC | 46 | $11.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 45 | $11.0K | 0.01% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 45 | $11.1K | 0.00% | 00.0% | Unchanged |
| Power Corp of Canada | 53 | $13.0K | 0.00% | +53 | New |
| HighMark Wealth Management LLC | 55 | $14.0K | 0.01% | +1+1.9% | Added |
| SWS Partners | 55 | $14.0K | 0.01% | +55 | New |
| Migdal Insurance & Financial Holdings Ltd. | 67 | $17.0K | 0.00% | −337,103−100.0% | Reduced |
| Cedar Wealth Management, LLC | 67 | $17.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 67 | $17.0K | 0.01% | +67 | New |
| Providence Capital Advisors, LLC | 77 | $19.0K | 0.01% | −16,200−99.5% | Reduced |
| Schubert & Co | 77 | $19.0K | 0.02% | +42+120.0% | Added |
| Halpern Financial, Inc. | 77 | $19.0K | 0.01% | −72−48.3% | Reduced |
| Wealthstreet Investment Advisors, LLC | 79 | $20.0K | 0.54% | 00.0% | Unchanged |
| Harding Loevner LP | 85 | $21.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 91 | $22.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 90 | $22.0K | 0.01% | +5+5.9% | Added |
| Lloyd Advisory Services, LLC. | 90 | $22.0K | 0.01% | +5+5.9% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 90 | $22.0K | 0.02% | +90 | New |
| Cowa, LLC | 25,000 | $23.0K | 0.01% | −11,383−31.3% | Reduced |
| Future Financial Wealth Managment LLC | 93 | $23.0K | 0.02% | −28−23.1% | Reduced |
| Aspire Private Capital, LLC | 98 | $24.0K | 0.01% | −13−11.7% | Reduced |
| Norwood Financial Corp | 100 | $25.0K | 0.04% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 100 | $25.0K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 107 | $26.0K | 0.01% | −661−86.1% | Reduced |
| Artemis Wealth Advisors, LLC | 113 | $28.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 116 | $28.7K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 118 | $29.0K | 0.03% | −300−71.8% | Reduced |
| Western Pacific Wealth Management, LP | 125 | $30.0K | 0.02% | −125−50.0% | Reduced |
| Dark Forest Capital Management LP | 123 | $30.0K | 0.01% | +123 | New |
| Lowe Wealth Advisors, LLC | 124 | $31.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 129 | $32.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 133 | $33.0K | 0.02% | −592−81.7% | Reduced |
| Stephenson National Bank & Trust | 135 | $33.0K | 0.02% | −175−56.5% | Reduced |
| Clear Perspectives Financial Planning, LLC | 138 | $34.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 145 | $36.0K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 150 | $37.0K | 0.04% | 00.0% | Unchanged |
| Conrad Siegel Investment Advisors, Inc. | 150 | $37.0K | 0.03% | +150 | New |
| Cornerstone Management, Inc. | 151 | $37.3K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 157 | $39.0K | 0.03% | +5+3.3% | Added |
| Rational Advisors LLC | 159 | $39.0K | 0.00% | +60+60.6% | Added |
| Exchange Traded Concepts, LLC | 160 | $40.0K | 0.00% | −2,488−94.0% | Reduced |
| Canton Hathaway, LLC | 165 | $41.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 168 | $42.0K | 0.03% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 182 | $45.0K | 0.02% | +25+15.9% | Added |
| Raffa Wealth Management, LLC | 189 | $46.7K | 0.02% | −38−16.7% | Reduced |
| McClarren Financial Advisors, Inc. | 193 | $47.0K | 0.03% | +6+3.2% | Added |
| Centiva Capital, LP | 194 | $48.0K | 0.00% | −5,497−96.6% | Reduced |
| PrairieView Partners, LLC | 200 | $49.0K | 0.01% | −306−60.5% | Reduced |
| Hillsdale Investment Management Inc. | 200 | $49.0K | 0.00% | −150−42.9% | Reduced |
| Blume Capital Management, Inc. | 200 | $49.0K | 0.02% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 201 | $50.0K | 0.01% | −216−51.8% | Reduced |
| Cascade Investment Advisors, Inc. | 203 | $50.2K | 0.03% | +84+70.6% | Added |
| Bellwether Advisors, LLC | 213 | $52.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 230 | $57.0K | 0.02% | +27+13.3% | Added |
| Iron Horse Wealth Management, LLC | 235 | $58.0K | 0.03% | +20+9.3% | Added |
| Spartan Planning & Wealth Management | 234 | $58.0K | 0.07% | +234 | New |
| Delos Wealth Advisors, LLC | 247 | $61.0K | 0.06% | −37−13.0% | Reduced |
| Arlington Partners LLC | 245 | $61.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 246 | $61.0K | 0.03% | +46+23.0% | Added |
| Curi Capital | 251 | $62.0K | 0.01% | +3+1.2% | Added |
| Beaird Harris Wealth Management, LLC | 253 | $63.0K | 0.02% | −259−50.6% | Reduced |
| Ashburton (Jersey) Ltd | 255 | $64.0K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 262 | $65.0K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 283 | $70.0K | 0.05% | +128+82.6% | Added |
| WR Wealth Planners, LLC | 286 | $70.8K | 0.04% | +286 | New |
| Baron Financial Group, LLC | 290 | $71.7K | 0.04% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 300 | $74.0K | 0.08% | 00.0% | Unchanged |
| Lake Point Wealth Management | 305 | $75.0K | 0.03% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 305 | $75.0K | 0.06% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 304 | $75.0K | 0.08% | 00.0% | Unchanged |
