| ZRC Wealth Management, LLC | 0 | $46 | 0.00% | 0 | New |
| Thomas J. Herzfeld Advisors, Inc. | 2 | $870 | 0.00% | +2 | New |
| Antonetti Capital Management LLC | 5 | $2.17K | 0.00% | −5−50.0% | Reduced |
| Perritt Capital Management Inc | 6 | $2.61K | 0.00% | +6 | New |
| Horrell Capital Management, Inc. | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 8 | $3.50K | 0.00% | +8 | New |
| HBC Financial Services, PLLC | 10 | $4.00K | 0.00% | +10 | New |
| DHJJ Financial Advisors, Ltd. | 10 | $4.35K | 0.00% | +10 | New |
| Semmax Financial Advisors Inc. | 9 | $4.50K | 0.00% | +9 | New |
| Coston, McIsaac & Partners | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 15 | $6.53K | 0.00% | −12−44.4% | Reduced |
| First Personal Financial Services | 16 | $6.96K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 16 | $7.90K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 20 | $8.70K | 0.01% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 22 | $10.0K | 0.01% | +22 | New |
| Granite FO LLC | 25 | $10.9K | 0.01% | +25 | New |
| Paloma Partners Management Co | 26 | $11.3K | 0.00% | −488−94.9% | Reduced |
| Gleason Group, Inc. | 28 | $12.2K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 32 | $13.9K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 33 | $14.4K | 0.01% | +33 | New |
| Red Tortoise LLC | 36 | $15.7K | 0.01% | +15+71.4% | Added |
| O'Brien Wealth Partners LLC | 38 | $16.5K | 0.00% | +4+11.8% | Added |
| Cherry Tree Wealth Management, LLC | 43 | $18.7K | 0.01% | −4−8.5% | Reduced |
| Ruedi Wealth Management, Inc. | 48 | $20.9K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 49 | $21.3K | 0.01% | +9+22.5% | Added |
| Peoples Bank | 50 | $21.7K | 0.02% | +50 | New |
| Contravisory Investment Management, Inc. | 50 | $21.8K | 0.01% | −50−50.0% | Reduced |
| Iron Horse Wealth Management, LLC | 50 | $21.8K | 0.01% | +50 | New |
| Founders Capital Management | 52 | $22.6K | 0.02% | +32+160.0% | Added |
| Bangor Savings Bank | 54 | $23.5K | 0.00% | +24+80.0% | Added |
| Miller Wealth Advisors, LLC | 54 | $23.5K | 0.02% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 61 | $27.0K | 0.02% | −3,692−98.4% | Reduced |
| Grayhawk Investment Strategies Inc. | 64 | $27.8K | 0.02% | 00.0% | Unchanged |
| Cordant, Inc. | 68 | $29.6K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 69 | $30.0K | 0.01% | −12−14.8% | Reduced |
| Peoples Financial Services Corp. | 70 | $30.4K | 0.01% | +70 | New |
| Your Advocates Ltd., LLP | 70 | $30.4K | 0.02% | +70 | New |
| Hoese & Co LLP | 72 | $31.3K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 74 | $32.2K | 0.00% | +74 | New |
| Insight Financial Services | 78 | $33.9K | 0.06% | 00.0% | Unchanged |
| Team Financial Group, LLC | 78 | $34.0K | 0.03% | +78 | New |
| Bull Oak Capital, LLC | 84 | $36.5K | 0.04% | +84 | New |
| Robinswood Financial LLC | 84 | $36.6K | 0.02% | 00.0% | Unchanged |
| Cypress Capital, LLC | 91 | $39.6K | 0.01% | +3+3.4% | Added |
| Sofos Investments, Inc. | 199 | $42.5K | 0.00% | −224−53.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 98 | $42.6K | 0.03% | +30+44.1% | Added |
| Nordwand Advisors, LLC | 100 | $43.5K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 108 | $47.0K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $47.8K | 0.04% | – | – |
| Rogco, LP | 115 | $50.0K | 0.02% | +115 | New |
| Tanglewood Legacy Advisors, LLC | 116 | $50.5K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 117 | $50.9K | 0.05% | −39−25.0% | Reduced |
| LGT Financial Advisors LLC | 117 | $50.9K | 0.06% | +117 | New |
| Compass Wealth Management LLC | 119 | $51.8K | 0.02% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 124 | $53.9K | 0.06% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 127 | $55.2K | 0.12% | +17+15.5% | Added |
| Clear Street Markets LLC | 129 | $56.0K | 0.04% | −712−84.7% | Reduced |
| Knott David M Jr | 128 | $56.0K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 130 | $56.5K | 0.05% | −30−18.8% | Reduced |
| Perkins Coie Trust Co | 135 | $58.7K | 0.02% | +105+350.0% | Added |
| Horizons Wealth Management | 140 | $60.9K | 0.04% | −200−58.8% | Reduced |
| Reitz Capital Advisors LLC | 135 | $61.4K | 0.12% | +135 | New |
| WFA Asset Management Corp | 144 | $62.6K | 0.04% | +5+3.6% | Added |
| Nixon Capital, LLC | 150 | $65.2K | 0.04% | +150 | New |
| PFG Private Wealth Management, LLC | 154 | $67.0K | 0.05% | −296−65.8% | Reduced |
| Westchester Capital Management, Inc. | 156 | $67.9K | 0.02% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 164 | $71.3K | 0.07% | +164 | New |
| Altshuler Shaham Ltd | 167 | $72.6K | 0.00% | +167 | New |
| Annapolis Financial Services, LLC | 170 | $73.9K | 0.02% | −15−8.1% | Reduced |
| PayPay Securities Corp | 176 | $76.6K | 3.71% | +35+24.8% | Added |
| Bay Harbor Wealth Management, LLC | 179 | $77.9K | 0.03% | +163+1,018.8% | Added |
| True Wealth Design, LLC | 184 | $80.0K | 0.03% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 184 | $80.1K | 0.04% | +8+4.5% | Added |
| BOK Financial Private Wealth, Inc. | 200 | $87.0K | 0.01% | 00.0% | Unchanged |
| Pinpoint Asset Management Ltd | 200 | $87.0K | 0.02% | −1,000−83.3% | Reduced |
| Credential Qtrade Securities Inc. | 207 | $90.0K | 0.01% | +160+340.4% | Added |
| Buck Wealth Strategies, LLC | 207 | $90.0K | 0.04% | 00.0% | Unchanged |
| Gould Capital, LLC | 215 | $96.3K | 0.08% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 224 | $100.1K | 0.05% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 233 | $101.0K | 0.04% | −113−32.7% | Reduced |
| Legacy Financial Group LLC | 233 | $101.4K | 0.02% | +233 | New |
| West Tower Group, LLC | 262 | $114.0K | 0.06% | +114+77.0% | Added |
| Tortoise Investment Management, LLC | 262 | $114.2K | 0.02% | −46−14.9% | Reduced |
| Avion Wealth | 275 | $118.0K | 0.03% | +50+22.2% | Added |
| Authentikos Wealth Advisory, LLC | 274 | $119.3K | 0.12% | +274 | New |
| Castleview Partners, LLC | 290 | $126.1K | 0.12% | +19+7.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 295 | $128.3K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 300 | $130.5K | 0.15% | −300−50.0% | Reduced |
| Dakota Community Bank & Trust NA | 303 | $131.8K | 0.84% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 309 | $134.4K | 0.08% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 312 | $135.8K | 0.09% | +43+16.0% | Added |
| Blume Capital Management, Inc. | 315 | $137.0K | 0.04% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 318 | $138.6K | 0.11% | −46−12.6% | Reduced |
| Bourgeon Capital Management LLC | 323 | $140.5K | 0.03% | −5,431−94.4% | Reduced |
| Pflug Koory, LLC | 325 | $141.4K | 0.08% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 326 | $141.9K | 0.06% | −29−8.2% | Reduced |
| Kapitalo Investimentos Ltda | 341 | $148.3K | 0.02% | +124+57.1% | Added |
| Hibernia Wealth Partners, LLC | 341 | $148.3K | 0.12% | +341 | New |
| Jackson, Grant Investment Advisers, Inc. | 342 | $148.8K | 0.07% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 348 | $151.4K | 0.08% | +15+4.5% | Added |
