| Erste Asset Management GmbH | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $305 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7 | $306 | 0.00% | +7 | New |
| Frank, Rimerman Advisors LLC | 14 | $611 | 0.00% | +14 | New |
| WestEnd Advisors, LLC | 15 | $654 | 0.00% | −14−48.3% | Reduced |
| Cedar Mountain Advisors, LLC | 21 | $914 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 22 | $960 | 0.00% | −27,803−99.9% | Reduced |
| WealthCollab, LLC | 22 | $960 | 0.00% | +22 | New |
| Winthrop Capital Management, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Lummis Asset Management, LP | 24 | $1.05K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 30 | $1.31K | 0.01% | +30 | New |
| SJS Investment Consulting Inc. | 36 | $1.57K | 0.00% | +7+24.1% | Added |
| Laffer Tengler Investments | 37 | $1.62K | 0.00% | +37 | New |
| Global Assets Advisory, LLC | 81,470 | $1.89K | 0.09% | +81,470 | New |
| HBC Financial Services, PLLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 55 | $2.40K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 56 | $2.44K | 0.00% | +56 | New |
| First Pacific Financial | 57 | $2.49K | 0.00% | +57 | New |
| Aspect Partners, LLC | 67 | $2.92K | 0.00% | +10+17.5% | Added |
| Sofos Investments, Inc. | 74 | $3.11K | 0.00% | +37+100.0% | Added |
| NewSquare Capital LLC | 75 | $3.27K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 75 | $3.30K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 79 | $3.45K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 100 | $4.36K | 0.00% | −48−32.4% | Reduced |
| Country Trust Bank | 100 | $4.36K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $4.36K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $4.36K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 100 | $4.36K | 0.00% | +100 | New |
| Raffa Wealth Management, LLC | 126 | $5.50K | 0.00% | +73+137.7% | Added |
| Dunhill Financial, LLC | 136 | $5.95K | 0.00% | +23+20.4% | Added |
| Penserra Capital Management LLC | 144 | $6.00K | 0.00% | −8,040−98.2% | Reduced |
| Arlington Trust Co LLC | 139 | $6.06K | 0.00% | −67−32.5% | Reduced |
| Emfo, LLC | 150 | $6.54K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 150 | $6.54K | 0.00% | +150 | New |
| Koesten, Hirschmann & Crabtree, INC. | 160 | $6.98K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 150 | $7.00K | 0.00% | −20−11.8% | Reduced |
| Annapolis Financial Services, LLC | 167 | $7.29K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 170 | $7.42K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 192 | $8.39K | 0.01% | +2+1.1% | Added |
| Abound Wealth Management | 199 | $8.66K | 0.00% | +82+70.1% | Added |
| 1832 Asset Management L.P. | 205 | $8.94K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 225 | $9.81K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 225 | $9.81K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 225 | $9.81K | 0.01% | +225 | New |
| Insight Financial Services | 227 | $9.90K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 240 | $10.5K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 239 | $10.7K | 0.00% | +91+61.5% | Added |
| Syntax Research, Inc. | 250 | $10.9K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 250 | $10.9K | 0.00% | +250 | New |
| Beaird Harris Wealth Management, LLC | 255 | $11.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 258 | $11.3K | 0.00% | −22,208−98.9% | Reduced |
| EnRich Financial Partners LLC | 262 | $11.4K | 0.00% | +262 | New |
| Ridgewood Investments LLC | 263 | $11.5K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 265 | $11.6K | 0.01% | +265 | New |
| Rise Advisors, LLC | 268 | $11.7K | 0.01% | +175+188.2% | Added |
| CBIZ Investment Advisory Services, LLC | 270 | $11.8K | 0.00% | +270 | New |
| Evolution Advisers, Inc. | 263 | $12.0K | 0.01% | +4+1.5% | Added |
| Global Financial Private Client, LLC | 279 | $12.1K | 0.01% | −291−51.1% | Reduced |
| Wiser Advisor Group LLC | 297 | $13.0K | 0.02% | +6+2.1% | Added |
| Tradewinds Capital Management, LLC | 300 | $13.1K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 300 | $13.1K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 300 | $13.1K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 302 | $13.2K | 0.66% | −49−14.0% | Reduced |
| Creekmur Asset Management LLC | 303 | $13.2K | 0.00% | +53+21.2% | Added |
| Founders Capital Management | 306 | $13.3K | 0.01% | −628−67.2% | Reduced |
| REAP Financial Group, LLC | 307 | $13.4K | 0.00% | −1,551−83.5% | Reduced |
| Distillate Capital Partners LLC | 311 | $13.6K | 2.28% | +22+7.6% | Added |
| NVWM, LLC | 322 | $14.0K | 0.00% | +22+7.3% | Added |
| Kessler Investment Group, LLC | 331 | $14.4K | 0.01% | +331 | New |
| TD Capital Management LLC | 331 | $14.4K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 337 | $14.7K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 337 | $14.7K | 0.01% | +107+46.5% | Added |
| Dogwood Wealth Management LLC | 349 | $15.2K | 0.01% | +8+2.3% | Added |
| DHJJ Financial Advisors, Ltd. | 361 | $15.7K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 375 | $16.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 385 | $16.8K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 396 | $17.3K | 0.01% | +396 | New |
| Hallmark Capital Management Inc | 407 | $17.8K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 415 | $18.1K | 0.01% | +200+93.0% | Added |
| Kiely Wealth Advisory Group, Inc. | 415 | $18.1K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 419 | $18.3K | 0.01% | +7+1.7% | Added |
| Atlas Capital Advisors LLC | 420 | $18.3K | 0.00% | −2,228−84.1% | Reduced |
| Core Alternative Capital | 423 | $18.5K | 0.00% | −662−61.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 426 | $18.6K | 0.00% | +426 | New |
| Studio Investment Management LLC | 422 | $18.8K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 472 | $21.0K | 0.02% | +11+2.4% | Added |
| DecisionPoint Financial, LLC | 500 | $21.7K | 0.01% | +500 | New |
| St. Johns Investment Management Company, LLC | 500 | $21.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 504 | $22.0K | 0.01% | +100+24.8% | Added |
| Custom Portfolio Group LLC | 500 | $22.3K | 0.02% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 519 | $22.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 527 | $23.0K | 0.01% | +2+0.4% | Added |
| Mint Tower Capital Management B.V. | 530 | $23.0K | 0.01% | +530 | New |
| Transcendent Capital Group LLC | 548 | $23.9K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 552 | $24.1K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 575 | $25.1K | 0.02% | +349+154.4% | Added |
| West Paces Advisors Inc. | 579 | $25.3K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 587 | $25.4K | 0.01% | +9+1.6% | Added |