| Silicon Valley Capital Partners | 0 | $8 | 0.00% | 0 | New |
| Insight Financial Services | 0 | $54 | 0.00% | 0 | New |
| Comerica Bank | 1,253,356 | $99 | 0.01% | +1,253,356 | New |
| Gordian Capital Singapore Pte Ltd | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1 | $120 | 0.00% | −590−99.8% | Reduced |
| Kelly Financial Services LLC | 8 | $952 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | −228−97.9% | Reduced |
| Evolution Advisers, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Berkshire Capital Holdings Inc | 10 | $1.19K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 13 | $1.43K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $1.91K | 0.00% | −9−36.0% | Reduced |
| Tucker Asset Management LLC | 16 | $1.91K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 18 | $2.14K | 0.13% | −9−33.3% | Reduced |
| 25 LLC | 20 | $2.46K | 0.00% | −3−13.0% | Reduced |
| Hoese & Co LLP | 24 | $2.86K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 25 | $2.94K | 0.00% | −31−55.4% | Reduced |
| VisionPoint Advisory Group, LLC | 25 | $2.98K | 0.00% | −2,062−98.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 23 | $3.00K | 0.00% | −4,880−99.5% | Reduced |
| Rocky Mountain Advisers, LLC | 25 | $3.19K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 29 | $3.47K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 33 | $3.93K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 35 | $4.19K | 0.00% | −5,496−99.4% | Reduced |
| Halpern Financial, Inc. | 40 | $4.76K | 0.00% | +40 | New |
| Kathleen S. Wright Associates Inc. | 43 | $5.12K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 45 | $5.36K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 48 | $5.71K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 48 | $5.81K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 52 | $6.19K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 119 | $7.00K | 0.03% | −9−7.0% | Reduced |
| Godsey & Gibb Associates | 60 | $7.14K | 0.00% | −790−92.9% | Reduced |
| Macroview Investment Management LLC | 64 | $7.62K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 65 | $7.74K | 0.01% | −18−21.7% | Reduced |
| Ogorek Anthony Joseph | 68 | $8.00K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 72 | $8.57K | 0.00% | +72 | New |
| Cornerstone Planning Group LLC | 75 | $8.93K | 0.00% | +75 | New |
| SJS Investment Consulting Inc. | 77 | $9.17K | 0.00% | −15−16.3% | Reduced |
| Gladius Capital Management LP | 77 | $9.17K | 0.00% | +77 | New |
| Lowe Wealth Advisors, LLC | 80 | $9.52K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 90 | $10.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $11.0K | 0.01% | +100 | New |
| Grayhawk Investment Strategies Inc. | 98 | $11.7K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $11.7K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 100 | $11.9K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 103 | $12.3K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 105 | $12.5K | 0.01% | −20−16.0% | Reduced |
| Piershale Financial Group, Inc. | 109 | $13.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 114 | $13.6K | 0.00% | +24+26.7% | Added |
| Financial Avengers, Inc. | 114 | $13.6K | 0.01% | +1+0.9% | Added |
| GoalVest Advisory LLC | 115 | $13.7K | 0.01% | −409−78.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 120 | $14.3K | 0.00% | +120 | New |
| McMillion Capital Management Inc | 120 | $14.3K | 0.01% | +120 | New |
| Newton One Investments LLC | 126 | $15.0K | 0.01% | +1+0.8% | Added |
| Paladin Advisory Group, LLC | 126 | $15.0K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 130 | $15.5K | 0.00% | +130 | New |
| CGC Financial Services, LLC | 133 | $15.8K | 0.01% | +133 | New |
| Stone House Investment Management, LLC | 133 | $15.9K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 138 | $16.4K | 0.01% | −2,702−95.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 139 | $16.5K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 140 | $16.7K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 144 | $17.0K | 0.01% | +1+0.7% | Added |
| Cranbrook Wealth Management, LLC | 147 | $17.5K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 148 | $17.6K | 0.00% | +148 | New |
| Operose Advisors LLC | 150 | $17.9K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 152 | $18.1K | 0.01% | −25−14.1% | Reduced |
| Hanson & Doremus Investment Management | 162 | $19.0K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 162 | $19.3K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 165 | $19.6K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 168 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 173 | $20.1K | 0.03% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 175 | $20.8K | 0.02% | +175 | New |
| Raleigh Capital Management Inc. | 179 | $21.3K | 0.01% | +1+0.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 181 | $21.6K | 0.01% | −75−29.3% | Reduced |
| Intrepid Capital Management Inc | 183 | $21.8K | 0.02% | +183 | New |
| PFS Partners, LLC | 193 | $23.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 199 | $23.7K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 200 | $23.8K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $23.8K | 0.03% | +200 | New |
| PrairieView Partners, LLC | 208 | $24.0K | 0.00% | +105+101.9% | Added |
| Abound Wealth Management | 204 | $24.3K | 0.01% | +54+36.0% | Added |
| Maryland Capital Advisors Inc. | 206 | $24.5K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 209 | $24.9K | 0.00% | −620−74.8% | Reduced |
| SkyView Investment Advisors, LLC | 211 | $25.0K | 0.01% | −1,813−89.6% | Reduced |
| New England Capital Financial Advisors LLC | 214 | $25.4K | 0.02% | +2+0.9% | Added |
| TD Capital Management LLC | 221 | $26.3K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 223 | $26.5K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 228 | $27.1K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 249 | $28.9K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 245 | $29.0K | 0.00% | +16+7.0% | Added |
| Avion Wealth | 251 | $29.0K | 0.01% | +238+1,830.8% | Added |
| Pacific Center for Financial Services | 246 | $29.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 247 | $29.4K | 0.02% | −17−6.4% | Reduced |
| Colonial Trust Advisors | 247 | $29.5K | 0.00% | −7−2.8% | Reduced |
| Ruedi Wealth Management, Inc. | 251 | $29.9K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 253 | $30.1K | 0.00% | −104−29.1% | Reduced |
| Norwood Financial Corp | 255 | $30.4K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 262 | $31.2K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 263 | $31.3K | 0.01% | +263 | New |
| Mark Sheptoff Financial Planning, LLC | 279 | $33.2K | 0.02% | 00.0% | Unchanged |
