| First Command Advisory Services, Inc. | 2 | $231 | 0.00% | +2 | New |
| Comerica Bank | 3,402,503 | $290 | 0.03% | +3,402,503 | New |
| Atlantic Private Wealth, LLC | 7 | $831 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 13 | $1.55K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 16 | $1.85K | 0.00% | +16 | New |
| Global Wealth Strategies & Associates | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 30 | $3.46K | 0.01% | +30 | New |
| Credential Qtrade Securities Inc. | 42 | $4.85K | 0.00% | +8+23.5% | Added |
| Eukles Asset Management | 45 | $5.19K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 51 | $5.88K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 59 | $6.81K | 0.00% | −400−87.1% | Reduced |
| Ogorek Anthony Joseph | 65 | $7.00K | 0.00% | −11−14.5% | Reduced |
| Belmont Capital, LLC | 62 | $7.20K | 0.00% | +62 | New |
| Adirondack Retirement Specialists, Inc. | 64 | $7.38K | 0.01% | −120−65.2% | Reduced |
| PayPay Securities Corp | 82 | $9.46K | 0.58% | −23−21.9% | Reduced |
| Miller Wealth Advisors, LLC | 100 | $11.5K | 0.01% | −11−9.9% | Reduced |
| Sofos Investments, Inc. | 386 | $12.7K | 0.06% | +94+32.2% | Added |
| Ruedi Wealth Management, Inc. | 111 | $12.9K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 134 | $15.5K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 134 | $15.5K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 136 | $15.7K | 0.01% | +136 | New |
| Mendota Financial Group, LLC | 143 | $16.5K | 0.02% | +3+2.1% | Added |
| FSC Wealth Advisors, LLC | 150 | $17.3K | 0.02% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 174 | $19.0K | 0.03% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 166 | $19.2K | 0.01% | +166 | New |
| Goodman Advisory Group, LLC | 171 | $19.7K | 0.01% | −4,141−96.0% | Reduced |
| Johnson Midwest Financial, LLC | 184 | $21.2K | 0.02% | +1+0.5% | Added |
| O'Dell Group, LLC | 184 | $21.2K | 0.01% | +184 | New |
| Roble, Belko & Company, Inc | 192 | $22.0K | 0.00% | −2,386−92.6% | Reduced |
| Robinswood Financial LLC | 194 | $22.5K | 0.01% | +194 | New |
| PrairieView Partners, LLC | 212 | $24.0K | 0.00% | −16−7.0% | Reduced |
| Tfo-TDC, LLC | 223 | $25.7K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 224 | $25.8K | 0.01% | +224 | New |
| Your Advocates Ltd., LLP | 240 | $27.7K | 0.01% | +240 | New |
| Red Tortoise LLC | 248 | $28.6K | 0.02% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 280 | $32.3K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 299 | $34.5K | 0.01% | −43−12.6% | Reduced |
| Financial Avengers, Inc. | 316 | $36.5K | 0.02% | +2+0.6% | Added |
| Level Financial Advisors, Inc. | 320 | $36.9K | 0.02% | +100+45.5% | Added |
| Legend Financial Advisors, Inc. | 328 | $37.9K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 335 | $38.9K | 0.04% | 00.0% | Unchanged |
| Activest Wealth Management | 361 | $39.9K | 0.03% | +361 | New |
| Winch Advisory Services, LLC | 354 | $41.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 357 | $41.2K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 363 | $42.0K | 0.02% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 376 | $43.4K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 377 | $43.5K | 0.02% | 00.0% | Unchanged |
| Park Circle Co | 400 | $46.2K | 0.04% | 00.0% | Unchanged |
| JDM Financial Group LLC | 400 | $46.2K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 408 | $47.0K | 0.03% | +3+0.7% | Added |
| Delos Wealth Advisors, LLC | 420 | $48.5K | 0.06% | 00.0% | Unchanged |
| WFA Asset Management Corp | 439 | $50.6K | 0.03% | −730−62.4% | Reduced |
| New Millennium Group LLC | 439 | $50.6K | 0.05% | −8−1.8% | Reduced |
| Pacifica Partners Inc. | 452 | $51.4K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 507 | $54.0K | 0.02% | −514−50.3% | Reduced |
| True Wealth Design, LLC | 484 | $55.8K | 0.02% | −826−63.1% | Reduced |
| Raffa Wealth Management, LLC | 484 | $55.8K | 0.02% | −150−23.7% | Reduced |
| Horizons Wealth Management | 484 | $55.8K | 0.04% | +27+5.9% | Added |
| VitalStone Financial, LLC | 522 | $56.0K | 0.03% | +522 | New |
| Ritter Daniher Financial Advisory LLC | 492 | $56.8K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 500 | $57.7K | 0.08% | 00.0% | Unchanged |
| American State Bank (Iowa) | 530 | $61.2K | 0.04% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 538 | $62.0K | 0.03% | +538 | New |
| Wolff Wiese Magana LLC | 544 | $62.8K | 0.05% | −26−4.6% | Reduced |
| Itau Unibanco Holding S.A. | 557 | $64.3K | 0.00% | −2−0.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 559 | $64.5K | 0.01% | −199−26.3% | Reduced |
| Macroview Investment Management LLC | 562 | $64.8K | 0.10% | +94+20.1% | Added |
| Stephens Consulting, LLC | 566 | $65.3K | 0.03% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 569 | $65.7K | 0.02% | −1,130−66.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 570 | $65.8K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 580 | $66.9K | 0.02% | +580 | New |
| Atwood & Palmer Inc | 580 | $66.9K | 0.01% | +25+4.5% | Added |
| Insight Financial Services | 597 | $68.9K | 0.17% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 600 | $69.2K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 601 | $69.4K | 0.02% | +401+200.5% | Added |
| Northwest Bank & Trust Co | 610 | $70.4K | 0.07% | +610 | New |
| Bellevue Asset Management, LLC | 616 | $71.2K | 0.04% | +2+0.3% | Added |
| Fairfield Financial Advisors, LTD | 646 | $74.5K | 0.03% | +4+0.6% | Added |
| Disciplined Investments, LLC | 651 | $75.1K | 0.04% | −12−1.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 666 | $77.0K | 0.00% | −180−21.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 714 | $82.9K | 0.03% | −57−7.4% | Reduced |
| Coppell Advisory Solutions LLC | 764 | $86.7K | 0.03% | +764 | New |
| PEAK6 Investments LLC | 761 | $87.8K | 0.01% | +761 | New |
| Lowe Wealth Advisors, LLC | 792 | $91.4K | 0.05% | −50−5.9% | Reduced |
| Retirement Group, LLC | 1,415 | $92.0K | 0.04% | +567+66.9% | Added |
| Tucker Asset Management LLC | 824 | $95.1K | 0.03% | −52−5.9% | Reduced |
| Lumature Wealth Partners, LLC | 825 | $95.2K | 0.06% | +22+2.7% | Added |
| PCA Investment Advisory Services Inc. | 831 | $95.9K | 0.06% | +831 | New |
| Creative Capital Management Investments LLC | 843 | $97.3K | 0.07% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 914 | $105.5K | 0.04% | −61−6.3% | Reduced |
| Versant Capital Management, Inc | 926 | $106.9K | 0.03% | +95+11.4% | Added |
| Disciplina Capital Management LLC | 976 | $112.6K | 0.02% | +976 | New |
| Ulland Investment Advisors, LLC | 983 | $113.0K | 0.12% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 985 | $113.6K | 0.10% | +4+0.4% | Added |
| Country Trust Bank | 986 | $113.8K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,000 | $115.4K | 0.03% | −316−24.0% | Reduced |
| DecisionPoint Financial, LLC | 1,000 | $115.4K | 0.06% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,026 | $118.4K | 0.07% | +1+0.1% | Added |
| Castleview Partners, LLC | 1,028 | $118.6K | 0.11% | −1,868−64.5% | Reduced |
| Sit Investment Associates Inc | 1,029 | $119.0K | 0.00% | 00.0% | Unchanged |
