| Loomis Sayles & Co L P | 0 | $53 | 0.00% | 0 | Unchanged |
| Y.D. More Investments Ltd | 204 | $191 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1 | $310 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $310 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $502 | 0.00% | −10−83.3% | Reduced |
| DecisionPoint Financial, LLC | 2 | $612 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $619 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $619 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $619 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $620 | 0.00% | +2 | New |
| Essential Partners LLC | 2 | $623 | 0.00% | +2 | New |
| Newbridge Financial Services Group, Inc. | 3 | $929 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $930 | 0.00% | −2−40.0% | Reduced |
| Redwood Park Advisors LLC | 3 | $930 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 4 | $1.00K | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $1.24K | 0.00% | −2−33.3% | Reduced |
| Delos Wealth Advisors, LLC | 4 | $1.24K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $1.24K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 4 | $1.24K | 0.00% | +4 | New |
| PFS Partners, LLC | 4 | $1.24K | 0.00% | +4 | New |
| Longfellow Investment Management Co LLC | 6 | $1.86K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $1.86K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 6 | $1.86K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 6 | $1.86K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.86K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 6 | $1.86K | 0.00% | +6 | New |
| Strengthening Families & Communities, LLC | 6 | $1.86K | 0.00% | +6 | New |
| Harvest Fund Management Co., Ltd | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 7 | $2.17K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $2.17K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 7 | $2.17K | 0.00% | +2+40.0% | Added |
| Bellevue Asset Management, LLC | 8 | $2.48K | 0.00% | +2+33.3% | Added |
| True Wealth Design, LLC | 10 | $2.99K | 0.00% | −1−9.1% | Reduced |
| Evelyn Partners Investment Management LLP | 10 | $3.10K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 10 | $3.10K | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 11 | $3.41K | 0.00% | +3+37.5% | Added |
| Principia Wealth Advisory, LLC | 12 | $3.72K | 0.00% | −2−14.3% | Reduced |
| C M Bidwell & Associates Ltd | 12 | $3.72K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 12 | $3.72K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 13 | $4.03K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 13 | $4.03K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 15 | $4.52K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 15 | $4.53K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 15 | $4.65K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 16 | $4.99K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 17 | $5.27K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 18 | $5.58K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 19 | $5.88K | 0.01% | +19 | New |
| Brown, Lisle/Cummings, Inc. | 20 | $6.20K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 20 | $6.20K | 0.00% | +2+11.1% | Added |
| Nalls Sherbakoff Group, LLC | 20 | $6.25K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 21 | $6.50K | 0.00% | −3−12.5% | Reduced |
| HighMark Wealth Management LLC | 21 | $6.50K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22 | $6.81K | 0.01% | −318−93.5% | Reduced |
| Alerus Financial NA | 22 | $6.81K | 0.00% | −26−54.2% | Reduced |
| Cloud Capital Management, LLC | 23 | $7.00K | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 23 | $7.13K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 24 | $7.43K | 0.01% | +16+200.0% | Added |
| Pineridge Advisors LLC | 25 | $7.83K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 26 | $8.05K | 0.00% | +6+30.0% | Added |
| Palisade Asset Management, LLC | 26 | $8.05K | 0.00% | +26 | New |
| Highline Wealth Partners LLC | 27 | $8.36K | 0.00% | −30−52.6% | Reduced |
| Marquette Asset Management, LLC | 27 | $8.36K | 0.00% | +27 | New |
| TD Capital Management LLC | 28 | $8.73K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 29 | $9.00K | 0.00% | +29 | New |
| Quintet Private Bank (Europe) S.A. | 30 | $9.29K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 30 | $9.29K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 32 | $9.91K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 32 | $9.91K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $9.91K | 0.00% | +6+23.1% | Added |
| Avion Wealth | 33 | $10.0K | 0.00% | +4+13.8% | Added |
| Crewe Advisors LLC | 33 | $10.1K | 0.00% | −6−15.4% | Reduced |
| Cetera Trust Company, N.A | 34 | $10.5K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 34 | $10.5K | 0.00% | +3+9.7% | Added |
| Fortitude Family Office, LLC | 35 | $10.8K | 0.00% | +7+25.0% | Added |
| Creative Financial Designs Inc | 35 | $10.8K | 0.00% | +33+1,650.0% | Added |
| Addison Advisors LLC | 36 | $11.2K | 0.00% | −7−16.3% | Reduced |
| Bell Investment Advisors, Inc | 36 | $11.2K | 0.00% | +2+5.9% | Added |
| Missouri Trust & Investment Co | 37 | $11.5K | 0.00% | −9−19.6% | Reduced |
| Capital Advisors, Ltd. LLC | 38 | $12.0K | 0.00% | +19+100.0% | Added |
| Kilter Group LLC | 39 | $12.1K | 0.01% | +2+5.4% | Added |
| Abound Wealth Management | 39 | $12.2K | 0.00% | −3−7.1% | Reduced |
| LGT Financial Advisors LLC | 40 | $12.5K | 0.03% | +4+11.1% | Added |
| Rossby Financial, LCC | 41 | $12.5K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 43 | $13.3K | 0.00% | −13−23.2% | Reduced |
| MTM Investment Management, LLC | 45 | $13.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 47 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 46 | $14.2K | 0.00% | −10−17.9% | Reduced |
| Guerra Advisors Inc | 47 | $14.6K | 0.01% | +47 | New |
| Evolution Wealth Management Inc. | 48 | $14.9K | 0.02% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 49 | $15.0K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 48 | $15.0K | 0.00% | +4+9.1% | Added |
| Westfuller Advisors, LLC | 50 | $15.3K | 0.01% | +50 | New |
| Park Square Financial Group, LLC | 50 | $15.5K | 0.07% | −13−20.6% | Reduced |
| Horizon Financial Services, LLC | 53 | $16.4K | 0.01% | +41+341.7% | Added |
| Howard Hughes Medical Institute | 55 | $17.0K | 0.01% | +1+1.9% | Added |
| Ameritas Advisory Services, LLC | 58 | $18.0K | 0.00% | −685−92.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 60 | $18.0K | 0.01% | +13+27.7% | Added |
| Meeder Asset Management Inc | 59 | $18.3K | 0.00% | −105−64.0% | Reduced |
| Atlantic Trust, LLC | 62 | $19.2K | 0.00% | 00.0% | Unchanged |
