| St. Johns Investment Management Company, LLC | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1 | $124 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 6 | $741 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 6 | $741 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 7 | $864 | 0.00% | −150−95.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 10 | $1.23K | 0.00% | +10 | New |
| Aspect Partners, LLC | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 10 | $1.24K | 0.00% | +10 | New |
| S&T Bank | 10 | $1.24K | 0.00% | +10 | New |
| Perritt Capital Management Inc | 10 | $1.24K | 0.00% | +10 | New |
| Rakuten Securities, Inc. | 11 | $1.36K | 0.00% | +10+1,000.0% | Added |
| Bare Financial Services, Inc | 13 | $1.60K | 0.00% | +13 | New |
| Ridgewood Investments LLC | 14 | $1.73K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 17 | $2.10K | 0.00% | −8−32.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 17 | $2.10K | 0.00% | +17 | New |
| Atala Financial Inc | 20 | $2.47K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 21 | $2.65K | 0.15% | −2−8.7% | Reduced |
| WealthCollab, LLC | 24 | $2.96K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 24 | $2.98K | 0.00% | +24 | New |
| Financial Connections Group, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 25 | $3.09K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 25 | $3.09K | 0.06% | 00.0% | Unchanged |
| DAGCO, Inc. | 25 | $3.09K | 0.00% | +25 | New |
| FSA Wealth Management LLC | 25 | $3.12K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 25 | $3.14K | 0.00% | −61−70.9% | Reduced |
| Dogwood Wealth Management LLC | 27 | $3.33K | 0.00% | −4,532−99.4% | Reduced |
| CGC Financial Services, LLC | 28 | $3.46K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 30 | $3.70K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 30 | $3.70K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 31 | $3.83K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 31 | $3.83K | 0.00% | +31 | New |
| Penserra Capital Management LLC | 36 | $4.00K | 0.00% | −1,046−96.7% | Reduced |
| Semmax Financial Advisors Inc. | 37 | $4.11K | 0.00% | +37 | New |
| Horrell Capital Management, Inc. | 34 | $4.20K | 0.00% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 35 | $4.32K | 0.00% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 541,707 | $4.39K | 0.13% | +95,671+21.4% | Added |
| DiNuzzo Private Wealth, Inc. | 38 | $4.69K | 0.00% | +1+2.7% | Added |
| Cedar Mountain Advisors, LLC | 42 | $5.19K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 42 | $5.19K | 0.01% | +33+366.7% | Added |
| Maryland Capital Advisors Inc. | 42 | $5.19K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 43 | $5.31K | 0.00% | +27+168.8% | Added |
| Bradley & Co. Private Wealth Management, LLC | 44 | $5.43K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 45 | $5.56K | 0.00% | −11−19.6% | Reduced |
| Prudent Man Investment Management, Inc. | 50 | $5.70K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $6.05K | 0.00% | −7−12.5% | Reduced |
| Financial Freedom, LLC | 50 | $6.17K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 50 | $6.17K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 51 | $6.30K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 53 | $6.54K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 54 | $6.67K | 0.00% | −36−40.0% | Reduced |
| Principia Wealth Advisory, LLC | 68 | $7.01K | 0.01% | +5+7.9% | Added |
| Center for Financial Planning, Inc. | 57 | $7.04K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 57 | $7.09K | 0.00% | +7+14.0% | Added |
| 1620 Investment Advisors, Inc. | 46 | $7.30K | 0.01% | +37+411.1% | Added |
| ZynergyRetirementPlanningLLC | 66 | $7.52K | 0.01% | +66 | New |
| MJT & Associates Financial Advisory Group, Inc. | 62 | $7.66K | 0.01% | +62 | New |
| Financial Perspectives, Inc | 63 | $7.78K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 65 | $8.05K | 0.00% | −16−19.8% | Reduced |
| Lavaca Capital LLC | 66 | $8.15K | 0.00% | −118−64.1% | Reduced |
| N.E.W. Advisory Services LLC | 67 | $8.27K | 0.00% | +67 | New |
| Park Square Financial Group, LLC | 68 | $8.40K | 0.01% | +45+195.7% | Added |
| Newbridge Financial Services Group, Inc. | 69 | $8.52K | 0.00% | −205−74.8% | Reduced |
| PSI Advisors, LLC | 69 | $8.52K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 74 | $9.14K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 75 | $9.26K | 0.01% | +25+50.0% | Added |
| North Capital, Inc. | 78 | $9.63K | 0.01% | +78 | New |
| Sachetta, LLC | 79 | $9.76K | 0.00% | +5+6.8% | Added |
| Keener Financial Planning LLC | 82 | $10.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 82 | $10.1K | 0.00% | +62+310.0% | Added |
| Alpine Bank Wealth Management | 83 | $10.2K | 0.00% | +83 | New |
| Dunhill Financial, LLC | 85 | $10.5K | 0.00% | +12+16.4% | Added |
| IAG Wealth Partners, LLC | 85 | $10.5K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 86 | $10.6K | 0.00% | −20−18.9% | Reduced |
| HighMark Wealth Management LLC | 86 | $10.7K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 87 | $10.8K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 92 | $11.4K | 0.00% | +92 | New |
| Operose Advisors LLC | 96 | $11.9K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 96 | $11.9K | 0.00% | +1+1.1% | Added |
| Activest Wealth Management | 98 | $12.1K | 0.00% | +98 | New |
| Blume Capital Management, Inc. | 99 | $12.2K | 0.00% | +99 | New |
| Barrett & Company, Inc. | 100 | $12.3K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 100 | $12.3K | 0.00% | −17−14.5% | Reduced |
| Valued Wealth Advisors LLC | 101 | $12.5K | 0.01% | −1−1.0% | Reduced |
| BFSG, LLC | 103 | $12.7K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 106 | $13.1K | 0.01% | +106 | New |
| Highline Wealth Partners LLC | 107 | $13.2K | 0.00% | +77+256.7% | Added |
| Sierra Ocean, LLC | 106 | $13.2K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 107 | $13.2K | 0.01% | +58+118.4% | Added |
| LGT Financial Advisors LLC | 108 | $13.3K | 0.04% | +1+0.9% | Added |
| Roxbury Financial LLC | 105 | $13.6K | 0.01% | +2+1.9% | Added |
| First Community Trust NA | 111 | $13.7K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 114 | $14.1K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 115 | $14.2K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 138 | $14.4K | 0.01% | +138 | New |
| Fairway Wealth LLC | 118 | $14.6K | 0.01% | 00.0% | Unchanged |
| LMR Partners LLP | 120 | $14.8K | 0.00% | −8,052−98.5% | Reduced |
| Promus Capital, LLC | 121 | $14.9K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 125 | $15.0K | 0.00% | +15+13.6% | Added |
| Albion Financial Group | 127 | $15.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 130 | $16.1K | 0.07% | +50+62.5% | Added |
