| CKW Financial Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 9 | $1.35K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $1.35K | 0.00% | +9 | New |
| Fortis Group Advisors, LLC | 13 | $1.95K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $1.95K | 0.00% | +13 | New |
| North Ridge Wealth Advisors, Inc. | 15 | $2.25K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 18 | $2.70K | 0.00% | +4+28.6% | Added |
| Stephenson National Bank & Trust | 21 | $3.15K | 0.00% | −985−97.9% | Reduced |
| Cedar Wealth Management, LLC | 24 | $3.60K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 26 | $3.90K | 0.00% | −195−88.2% | Reduced |
| Redmont Wealth Advisors LLC | 28 | $4.20K | 0.01% | +28 | New |
| ROSS\JOHNSON & Associates LLC | 31 | $4.65K | 0.08% | +31 | New |
| Robbins Farley LLC | 33 | $4.95K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 41 | $6.20K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 42 | $6.30K | 0.00% | +42 | New |
| PSI Advisors, LLC | 42 | $6.30K | 0.00% | −89−67.9% | Reduced |
| Demars Financial Group, LLC | 975,230 | $6.50K | 0.19% | +38,368+4.1% | Added |
| PayPay Securities Corp | 43 | $6.51K | 0.37% | +10+30.3% | Added |
| Goodman Advisory Group, LLC | 44 | $6.60K | 0.00% | +44 | New |
| Copia Wealth Management | 48 | $7.20K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 50 | $7.28K | 0.01% | +35+233.3% | Added |
| ZynergyRetirementPlanningLLC | 50 | $7.60K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 54 | $8.10K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 58 | $8.90K | 0.01% | −9−13.4% | Reduced |
| Banque Transatlantique SA | 70 | $10.5K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 72 | $10.8K | 0.01% | +2+2.9% | Added |
| University of Illinois Foundation | 72 | $10.8K | 0.00% | +72 | New |
| Anfield Capital Management, LLC | 73 | $10.9K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 75 | $11.2K | 0.01% | −54−41.9% | Reduced |
| Horizon Financial Services, LLC | 75 | $11.2K | 0.01% | −7−8.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 75 | $11.2K | 0.00% | +57+316.7% | Added |
| Clark Wealth Partners | 77 | $11.5K | 0.01% | +1+1.3% | Added |
| FSC Wealth Advisors, LLC | 78 | $11.7K | 0.01% | 00.0% | Unchanged |
| XY Capital Ltd | 79 | $11.8K | 0.01% | −2,179−96.5% | Reduced |
| LSV Asset Management | 80 | $12.0K | 0.00% | +40+100.0% | Added |
| Midwest Capital Advisors, LLC | 82 | $12.3K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 86 | $12.8K | 0.01% | −53−38.1% | Reduced |
| Legacy Wealth Managment, LLC | 86 | $12.9K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 88 | $13.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 97 | $14.5K | 0.01% | −120−55.3% | Reduced |
| Wolverine Asset Management LLC | 98 | $14.7K | 0.00% | −15,033−99.4% | Reduced |
| Syntax Research, Inc. | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 100 | $15.0K | 0.01% | +100 | New |
| Trifecta Capital Advisors, LLC | 101 | $15.1K | 0.00% | −75−42.6% | Reduced |
| Pandora Wealth, Inc. | 101 | $15.1K | 0.01% | +101 | New |
| Bradley & Co. Private Wealth Management, LLC | 105 | $15.7K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 105 | $15.7K | 0.01% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 105 | $15.7K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 104 | $16.0K | 0.01% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 109 | $16.3K | 0.02% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 113 | $16.9K | 0.01% | +113 | New |
| Vermillion & White Wealth Management Group, LLC | 113 | $16.9K | 0.01% | +113 | New |
| Peterson Wealth Services | 116 | $17.4K | 0.01% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 120 | $18.0K | 0.01% | −24−16.7% | Reduced |
| Consultiva Wealth Management, Corp. | 120 | $18.0K | 0.06% | 00.0% | Unchanged |
| Family CFO Inc | 125 | $18.7K | 0.01% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 125 | $18.7K | 0.01% | +125 | New |
| Northwest Capital Management Inc | 126 | $18.9K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 128 | $19.1K | 0.01% | −18−12.3% | Reduced |
| Abound Financial, LLC | 131 | $19.6K | 0.01% | +131 | New |
| Clal Insurance Enterprises Holdings Ltd | 132 | $20.0K | 0.00% | +82+164.0% | Added |
| Breakwater Investment Management | 134 | $20.1K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 143 | $21.4K | 0.02% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 148 | $22.2K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 150 | $22.5K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 153 | $22.9K | 0.01% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 164 | $24.6K | 0.02% | +164 | New |
| Meeder Asset Management Inc | 165 | $24.7K | 0.00% | −72−30.4% | Reduced |
| ESL Trust Services, LLC | 166 | $24.9K | 0.01% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 167 | $25.0K | 0.01% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 125 | $27.0K | 0.00% | +125 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 182 | $27.3K | 0.05% | −298−62.1% | Reduced |
| WealthTrak Capital Management LLC | 184 | $27.6K | 0.02% | +3+1.7% | Added |
| Collier Financial | 187 | $28.0K | 0.02% | +4+2.2% | Added |
| Elite Financial, Inc. | 192 | $28.0K | 0.01% | +192 | New |
| Atlantic Edge Private Wealth Management, LLC | 197 | $29.5K | 0.01% | +34+20.9% | Added |
| Creative Capital Management Investments LLC | 199 | $29.8K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 200 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 201 | $30.1K | 0.01% | +28+16.2% | Added |
| Dynamic Wealth Strategies, LLC | 201 | $30.1K | 0.03% | +201 | New |
| JCIC Asset Management Inc. | 202 | $30.3K | 0.01% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 200 | $30.4K | 0.02% | 00.0% | Unchanged |
| Fairway Wealth LLC | 206 | $30.9K | 0.01% | −251−54.9% | Reduced |
| Binnacle Investments Inc | 214 | $32.1K | 0.02% | +214 | New |
| Westend Capital Management, LLC | 215 | $32.2K | 0.01% | −79−26.9% | Reduced |
| Highline Wealth Partners LLC | 221 | $33.1K | 0.01% | +63+39.9% | Added |
| Clarity Asset Management, Inc. | 229 | $34.4K | 0.02% | −38−14.2% | Reduced |
| Noble Wealth Management PBC | 241 | $36.1K | 0.02% | −20−7.7% | Reduced |
| Osterweis Capital Management Inc | 245 | $36.7K | 0.00% | −42−14.6% | Reduced |
| Cedar Mountain Advisors, LLC | 249 | $37.3K | 0.01% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 249 | $37.3K | 0.02% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 250 | $37.5K | 0.02% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 256 | $38.4K | 0.01% | +23+9.9% | Added |
| Runnymede Capital Advisors, Inc. | 264 | $39.6K | 0.04% | 00.0% | Unchanged |
| New Millennium Group LLC | 267 | $40.0K | 0.03% | +10+3.9% | Added |
| Pacific Center for Financial Services | 269 | $40.3K | 0.01% | +3+1.1% | Added |
| Compass Financial Services Inc | 274 | $41.1K | 0.02% | −35−11.3% | Reduced |
| Lowe Wealth Advisors, LLC | 277 | $41.5K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 278 | $41.7K | 0.01% | +18+6.9% | Added |
| Hurley Capital, LLC | 278 | $41.7K | 0.03% | −7,511−96.4% | Reduced |
