| LMR Partners LLP | 2 | $463 | 0.00% | −6,099−100.0% | Reduced |
| PEAK6 LLC | 2 | $526 | 0.00% | +2 | New |
| Legacy Bridge, LLC | 4 | $927 | 0.00% | 00.0% | Unchanged |
| Sellwood Investment Partners LLC | 10 | $2.31K | 0.00% | +10 | New |
| C M Bidwell & Associates Ltd | 11 | $2.55K | 0.00% | +11 | New |
| POM Investment Strategies, LLC | 11 | $2.55K | 0.00% | +11 | New |
| ROSS\JOHNSON & Associates LLC | 15 | $3.47K | 0.07% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 17 | $3.94K | 0.00% | +17 | New |
| Robbins Farley LLC | 18 | $4.17K | 0.00% | +18 | New |
| Barnes Dennig Private Wealth Management LLC | 28 | $6.48K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 28 | $6.48K | 0.00% | +28 | New |
| Cornerstone Planning Group LLC | 1,250 | $6.70K | 0.00% | −444−26.2% | Reduced |
| CKW Financial Group | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 31 | $7.18K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 32 | $7.41K | 0.00% | −17−34.7% | Reduced |
| PayPay Securities Corp | 33 | $7.64K | 0.27% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 32 | $7.82K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 34 | $8.07K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 35 | $8.10K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 36 | $8.34K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 43 | $9.96K | 0.01% | +43 | New |
| Luminist Capital LLC | 45 | $11.0K | 0.01% | +24+114.3% | Added |
| Financial Avengers, Inc. | 49 | $11.4K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 52 | $12.0K | 0.01% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 53 | $12.3K | 0.00% | −24−31.2% | Reduced |
| Horizon Financial Services, LLC | 56 | $12.9K | 0.01% | +26+86.7% | Added |
| Beacon Capital Management, Inc. | 60 | $13.9K | 0.00% | +60 | New |
| Fairman Group, LLC | 60 | $13.9K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 63 | $14.5K | 0.01% | +5+8.6% | Added |
| Isthmus Partners, LLC | 65,063 | $15.1K | 0.00% | +918+1.4% | Added |
| Fortis Group Advisors, LLC | 69 | $16.0K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 71 | $16.5K | 0.00% | +71 | New |
| Lowe Wealth Advisors, LLC | 75 | $17.4K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 75 | $17.4K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 80 | $18.5K | 0.06% | +80 | New |
| MJT & Associates Financial Advisory Group, Inc. | 82 | $19.0K | 0.02% | +37+82.2% | Added |
| Luken Investment Analytics, LLC | 84 | $19.4K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 85 | $19.7K | 0.01% | +6+7.6% | Added |
| Principia Wealth Advisory, LLC | 88 | $20.4K | 0.01% | +7+8.6% | Added |
| Gleason Group, Inc. | 92 | $21.3K | 0.00% | +1+1.1% | Added |
| MPWM Advisory Solutions, LLC | 93 | $21.6K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 94 | $21.8K | 0.01% | 00.0% | Unchanged |
| 10Elms LLP | 94 | $21.8K | 0.02% | 00.0% | Unchanged |
| Breakwater Investment Management | 94 | $21.8K | 0.01% | +29+44.6% | Added |
| Blume Capital Management, Inc. | 100 | $23.2K | 0.00% | −68−40.5% | Reduced |
| Morgan Dempsey Capital Management LLC | 100 | $23.2K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $23.2K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 100 | $23.2K | 0.02% | 00.0% | Unchanged |
| Financial Life Planners | 100 | $23.2K | 0.02% | +100 | New |
| Wiser Advisor Group LLC | 101 | $23.4K | 0.03% | +101 | New |
| Evolution Wealth Management Inc. | 101 | $23.4K | 0.02% | −39−27.9% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 110 | $25.4K | 0.01% | −9−7.6% | Reduced |
| Financial Freedom, LLC | 111 | $25.7K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 114 | $26.4K | 0.01% | +114 | New |
| Bare Financial Services, Inc | 115 | $26.6K | 0.01% | +33+40.2% | Added |
| Exane Asset Management | 103 | $28.0K | 0.01% | −20,192−99.5% | Reduced |
| Texas Capital Bancshares Inc | 136 | $31.5K | 0.01% | +136 | New |
| Prudent Man Investment Management, Inc. | 178 | $31.6K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 144 | $33.3K | 0.02% | +144 | New |
| Clarity Asset Management, Inc. | 149 | $34.5K | 0.02% | −109−42.2% | Reduced |
| Fiduciary Advisors, Inc. | 150 | $34.7K | 0.03% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 151 | $35.0K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 161 | $37.3K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 165 | $38.1K | 0.01% | −23−12.2% | Reduced |
| Promus Capital, LLC | 168 | $38.9K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 169 | $39.1K | 0.04% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 173 | $40.1K | 0.01% | −195−53.0% | Reduced |
| Park Square Financial Group, LLC | 174 | $40.3K | 0.17% | −1,100−86.3% | Reduced |
| Essential Partners LLC | 176 | $40.8K | 0.01% | +127+259.2% | Added |
| Redmont Wealth Advisors LLC | 178 | $41.1K | 0.06% | +77+76.2% | Added |
| Quarry LP | 178 | $41.2K | 0.01% | +178 | New |
| Hartford Financial Management Inc. | 191 | $44.2K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 197 | $45.6K | 0.03% | +20+11.3% | Added |
| Tacita Capital Inc | 198 | $45.8K | 0.03% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 200 | $46.2K | 0.03% | +1+0.5% | Added |
| Inlight Wealth Management, LLC | 200 | $46.3K | 0.02% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $46.3K | 0.03% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 200 | $46.3K | 0.03% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 210 | $48.6K | 0.02% | +1+0.5% | Added |
| Delos Wealth Advisors, LLC | 210 | $48.6K | 0.03% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 213 | $49.3K | 0.02% | +213 | New |
| Reyes Financial Architecture, Inc. | 214 | $49.5K | 0.03% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 218 | $50.4K | 0.04% | +2+0.9% | Added |
| Burkett Financial Services, LLC | 223 | $51.7K | 0.02% | +1+0.5% | Added |
| Cloud Capital Management, LLC | 232 | $53.0K | 0.03% | +232 | New |
| Aventus Investment Advisors, Inc. | 230 | $53.3K | 0.05% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 232 | $53.7K | 0.02% | 00.0% | Unchanged |
| Access Investment Management LLC | 238 | $55.1K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 240 | $55.6K | 0.02% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 247 | $57.2K | 0.03% | 00.0% | Unchanged |
| Aspect Partners, LLC | 249 | $57.7K | 0.03% | −212−46.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 250 | $57.9K | 0.05% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 250 | $57.9K | 0.01% | +250 | New |
| Cape Investment Advisory, Inc. | 254 | $58.8K | 0.06% | −1,195−82.5% | Reduced |
| Bridge Generations Wealth Management LLC | 255 | $59.0K | 0.04% | +250+5,000.0% | Added |
| Catherine Avery Investment Management LLC | 262 | $60.6K | 0.04% | +1+0.4% | Added |
| Manning & Napier Advisors LLC | 264 | $61.1K | 0.00% | +264 | New |
| ESL Trust Services, LLC | 265 | $61.4K | 0.01% | +5+1.9% | Added |
| Consultiva Wealth Management, Corp. | 272 | $63.0K | 0.18% | 00.0% | Unchanged |