| Loomis Sayles & Co L P | 0 | $54 | 0.00% | 0 | New |
| Y.D. More Investments Ltd | 204 | $192 | 0.00% | −110−35.0% | Reduced |
| Maseco LLP | 1 | $320 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $639 | 0.00% | +2 | New |
| Creative Financial Designs Inc | 2 | $640 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $640 | 0.00% | +2 | New |
| Newbridge Financial Services Group, Inc. | 3 | $960 | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 3 | $961 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 4 | $1.28K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $1.28K | 0.00% | +2+100.0% | Added |
| Total Investment Management Inc | 4 | $1.28K | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 4 | $1.28K | 0.00% | +4 | New |
| Wealth Preservation Advisors, LLC | 5 | $1.60K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $1.60K | 0.00% | +1+25.0% | Added |
| Parkworth Wealth Management, Inc. | 5 | $1.60K | 0.00% | +2+66.7% | Added |
| Bellevue Asset Management, LLC | 6 | $1.92K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $1.92K | 0.00% | −1−14.3% | Reduced |
| TFC Financial Management | 6 | $1.92K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6 | $1.92K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 6 | $1.92K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 6 | $1.92K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $1.92K | 0.00% | +6 | New |
| HHM Wealth Advisors, LLC | 7 | $2.24K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 7 | $2.24K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $2.24K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $2.56K | 0.00% | +2+33.3% | Added |
| Cape Investment Advisory, Inc. | 8 | $2.56K | 0.00% | −25−75.8% | Reduced |
| Stephens Consulting, LLC | 8 | $2.56K | 0.00% | +8 | New |
| Transce3nd, LLC | 9 | $2.88K | 0.00% | +9 | New |
| Silicon Valley Capital Partners | 9 | $2.89K | 0.00% | +9 | New |
| Harvest Fund Management Co., Ltd | 8 | $3.00K | 0.00% | −211−96.3% | Reduced |
| Evelyn Partners Investment Management LLP | 10 | $3.20K | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 10 | $3.20K | 0.00% | +10 | New |
| True Wealth Design, LLC | 11 | $3.41K | 0.00% | +4+57.1% | Added |
| Hughes Financial Services, LLC | 12 | $3.44K | 0.00% | −1−7.7% | Reduced |
| Bellwether Advisors, LLC | 12 | $3.84K | 0.00% | −16,545−99.9% | Reduced |
| MPWM Advisory Solutions, LLC | 12 | $3.84K | 0.00% | −45−78.9% | Reduced |
| C M Bidwell & Associates Ltd | 12 | $3.84K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 12 | $3.84K | 0.00% | +4+50.0% | Added |
| Albion Financial Group | 13 | $4.16K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 13 | $4.16K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 13 | $4.16K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 13 | $4.16K | 0.00% | +8+160.0% | Added |
| Clark Wealth Partners | 14 | $4.48K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $4.48K | 0.00% | +3+27.3% | Added |
| Team Financial Group, LLC | 15 | $4.66K | 0.00% | +15 | New |
| Sound Income Strategies, LLC | 15 | $4.80K | 0.00% | +5+50.0% | Added |
| Redmont Wealth Advisors LLC | 15 | $4.80K | 0.01% | +15 | New |
| Valued Wealth Advisors LLC | 16 | $5.14K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 17 | $5.44K | 0.00% | +17 | New |
| Dogwood Wealth Management LLC | 18 | $5.65K | 0.00% | +13+260.0% | Added |
| Tidemark, LLC | 18 | $5.77K | 0.00% | +5+38.5% | Added |
| Capital Advisors, Ltd. LLC | 19 | $6.00K | 0.00% | −9−32.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 20 | $6.40K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $6.40K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 20 | $6.40K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 20 | $6.44K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 21 | $6.72K | 0.00% | −4−16.0% | Reduced |
| Private Wealth Management Group, LLC | 23 | $7.36K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 24 | $7.68K | 0.00% | +23+2,300.0% | Added |
| Pineridge Advisors LLC | 25 | $8.07K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 25 | $8.11K | 0.00% | +9+56.3% | Added |
| Caitong International Asset Management Co., Ltd | 26 | $8.32K | 0.01% | −25−49.0% | Reduced |
| Raffa Wealth Management, LLC | 26 | $8.32K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 26 | $8.32K | 0.01% | +12+85.7% | Added |
| Fortitude Family Office, LLC | 28 | $8.96K | 0.00% | −37−56.9% | Reduced |
| TD Capital Management LLC | 28 | $9.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 29 | $9.00K | 0.00% | +8+38.1% | Added |
| Briaud Financial Planning, Inc | 30 | $9.00K | 0.00% | +30 | New |
| Quintet Private Bank (Europe) S.A. | 30 | $9.60K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 30 | $9.60K | 0.01% | +30 | New |
| Sachetta, LLC | 31 | $9.92K | 0.00% | +4+14.8% | Added |
| BOK Financial Private Wealth, Inc. | 31 | $9.92K | 0.00% | +31 | New |
| GFG Capital, LLC | 31 | $9.92K | 0.00% | +31 | New |
| Greykasell Wealth Strategies, Inc. | 32 | $10.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 32 | $10.2K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 34 | $10.8K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 34 | $10.9K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 34 | $10.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $10.9K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 36 | $11.6K | 0.03% | +19+111.8% | Added |
| Kilter Group LLC | 37 | $11.8K | 0.01% | +37 | New |
| Crewe Advisors LLC | 39 | $12.6K | 0.00% | −8−17.0% | Reduced |
| Rossby Financial, LCC | 41 | $13.1K | 0.00% | +35+583.3% | Added |
| Abound Wealth Management | 42 | $13.4K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 43 | $13.8K | 0.00% | +19+79.2% | Added |
| West Financial Advisors, LLC | 44 | $14.2K | 0.00% | +44 | New |
| MTM Investment Management, LLC | 45 | $14.4K | 0.00% | +45 | New |
| Missouri Trust & Investment Co | 46 | $14.7K | 0.00% | +37+411.1% | Added |
| Hazlett, Burt & Watson, Inc. | 47 | $15.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 47 | $15.0K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 49 | $15.0K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 48 | $15.4K | 0.00% | +48 | New |
| Evolution Wealth Management Inc. | 48 | $15.4K | 0.02% | +48 | New |
| Salem Investment Counselors Inc | 49 | $15.7K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 54 | $17.3K | 0.01% | +54 | New |
| Truvestments Capital LLC | 56 | $17.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 56 | $17.9K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 56 | $17.9K | 0.00% | +1+1.8% | Added |
