| Dogwood Wealth Management LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Perkins Coie Trust Co | 4 | $806 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 182,743 | $894 | 0.04% | +182,743 | New |
| Ritter Daniher Financial Advisory LLC | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $1.01K | 0.00% | +5 | New |
| REAP Financial Group, LLC | 6 | $1.16K | 0.00% | −179−96.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 6 | $1.21K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 7 | $1.41K | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 8 | $1.46K | 0.00% | +3+60.0% | Added |
| First Foundation Advisors | 8 | $1.61K | 0.00% | +8 | New |
| Tfo-TDC, LLC | 10 | $2.02K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 14 | $2.82K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 15 | $3.00K | 0.03% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 16 | $3.22K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 16 | $3.22K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $3.29K | 0.00% | −19−54.3% | Reduced |
| WealthCollab, LLC | 17 | $3.43K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 18 | $3.63K | 0.00% | +18 | New |
| True Wealth Design, LLC | 19 | $3.83K | 0.00% | +8+72.7% | Added |
| Core Wealth Advisors, Inc. | 22 | $4.43K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 22 | $4.43K | 0.00% | +22 | New |
| Highline Wealth Partners LLC | 24 | $4.84K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 24 | $4.84K | 0.00% | +24 | New |
| Provenance Wealth Advisors, LLC | 25 | $5.04K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 31 | $6.25K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 33 | $6.65K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 34 | $7.00K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 35 | $7.05K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 37 | $7.46K | 0.00% | +37 | New |
| Sofos Investments, Inc. | 43 | $7.50K | 0.00% | +20+87.0% | Added |
| LGT Financial Advisors LLC | 39 | $7.86K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 37 | $8.00K | 0.00% | +4+12.1% | Added |
| Orion Capital Management LLC | 40 | $8.06K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 40 | $8.06K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 43 | $8.66K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 44 | $8.87K | 0.01% | 00.0% | Unchanged |
| One River Asset Management, LLC | 47 | $9.47K | 0.00% | +47 | New |
| Main Street Group, LTD | 48 | $9.81K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 46 | $10.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 50 | $10.1K | 0.01% | +50 | New |
| Redmont Wealth Advisors LLC | 50 | $10.1K | 0.01% | +50 | New |
| Abich Financial Wealth Management LLC | 51 | $10.3K | 0.01% | +10+24.4% | Added |
| TFC Financial Management | 51 | $10.3K | 0.00% | +2+4.1% | Added |
| Global Financial Private Client, LLC | 51 | $10.4K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 56 | $11.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 59 | $12.0K | 0.01% | +21+55.3% | Added |
| Arlington Trust Co LLC | 63 | $12.7K | 0.00% | −40−38.8% | Reduced |
| Clear Street Markets LLC | 76 | $15.0K | 0.01% | +76 | New |
| McCarthy Grittinger Financial Group, LLC | 75 | $15.1K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 75 | $15.1K | 0.01% | +75 | New |
| Thompson Investment Management, Inc. | 77 | $15.5K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 80 | $16.1K | 0.01% | +21+35.6% | Added |
| Annapolis Financial Services, LLC | 83 | $16.7K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 85 | $17.1K | 0.00% | +85 | New |
| Sugarloaf Wealth Management, LLC | 86 | $17.3K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 88 | $17.7K | 0.01% | −26−22.8% | Reduced |
| Ulland Investment Advisors, LLC | 90 | $18.0K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 90 | $18.1K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 90 | $18.1K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 97 | $19.5K | 0.01% | +8+9.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 97 | $19.5K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 98 | $19.7K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 100 | $20.1K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $20.1K | 0.00% | +100 | New |
| Valued Wealth Advisors LLC | 105 | $21.2K | 0.01% | +68+183.8% | Added |
| Wiser Advisor Group LLC | 108 | $21.9K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 111 | $22.4K | 0.00% | −23−17.2% | Reduced |
| Pacific Center for Financial Services | 112 | $22.6K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 113 | $22.8K | 0.01% | −88−43.8% | Reduced |
| ClariVest Asset Management LLC | 114 | $22.9K | 0.00% | −24,338−99.5% | Reduced |
| Fortitude Family Office, LLC | 114 | $23.0K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 118 | $23.8K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 120 | $24.2K | 0.01% | −25−17.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 120 | $24.2K | 0.09% | +120 | New |
| Webster Bank, N. A. | 123 | $24.8K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 125 | $25.0K | 0.01% | +125 | New |
| Voisard Asset Management Group, Inc. | 125 | $25.2K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 125 | $25.2K | 0.02% | +64+104.9% | Added |
| FinTrust Capital Advisors, LLC | 125 | $25.2K | 0.00% | +100+400.0% | Added |
| Front Row Advisors LLC | 129 | $26.0K | 0.01% | +129 | New |
| Indiana Trust & Investment Management CO | 130 | $26.2K | 0.01% | 00.0% | Unchanged |
| Vima LLC | 201 | $27.1K | 0.03% | −4−2.0% | Reduced |
| Cetera Trust Company, N.A | 137 | $27.6K | 0.02% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 142 | $28.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 144 | $29.0K | 0.00% | +144 | New |
| Tyler-Stone Wealth Management | 145 | $29.2K | 0.01% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 150 | $30.2K | 0.01% | +150 | New |
| Pingora Partners LLC | 150 | $30.2K | 0.02% | +150 | New |
| Aspect Partners, LLC | 151 | $30.4K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 154 | $31.0K | 0.01% | +154 | New |
| Fortis Group Advisors, LLC | 157 | $31.6K | 0.01% | −157−50.0% | Reduced |
| Godsey & Gibb Associates | 162 | $32.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 162 | $32.6K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 175 | $35.2K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 180 | $36.3K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 180 | $36.3K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 181 | $36.5K | 0.01% | +20+12.4% | Added |
| GPS Wealth Strategies Group, LLC | 182 | $36.7K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 191 | $38.5K | 0.04% | +42+28.2% | Added |
| SRS Capital Advisors, Inc. | 194 | $39.0K | 0.00% | +1+0.5% | Added |