| Caitong International Asset Management Co., Ltd | 1 | $231 | 0.00% | +1 | New |
| USA Financial Portformulas Corp | 3 | $692 | 0.00% | +3 | New |
| Cohalo Advisory LLC | 10 | $2.31K | 0.17% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 10 | $2.36K | 0.00% | −233−95.9% | Reduced |
| Bayforest Capital Ltd | 11 | $2.54K | 0.00% | −97−89.8% | Reduced |
| Conquis Financial LLC | 11 | $2.54K | 0.00% | −10−47.6% | Reduced |
| Revere Asset Management, Inc | 10 | $3.02K | 0.00% | +10 | New |
| Alexis Investment Partners, LLC | 15 | $3.46K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 16 | $3.69K | 0.00% | −200,466−100.0% | Reduced |
| William B. Walkup & Associates, Inc. | 17 | $3.92K | 0.00% | +17 | New |
| Fiduciary Advisors, Inc. | 40 | $9.23K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 68 | $16.6K | 0.13% | −66−49.3% | Reduced |
| Catherine Avery Investment Management LLC | 89 | $20.5K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 103 | $22.6K | 0.13% | +21+25.6% | Added |
| ROSS\JOHNSON & Associates LLC | 98 | $22.6K | 0.42% | +88+880.0% | Added |
| ESL Trust Services, LLC | 100 | $23.1K | 0.00% | 00.0% | Unchanged |
| Bulwark Capital Corp | 100 | $23.1K | 0.02% | 00.0% | Unchanged |
| CFG Wealth Management Services, Inc. | 120 | $27.7K | 0.03% | +120 | New |
| Longfellow Investment Management Co LLC | 137 | $31.6K | 0.01% | −18,102−99.2% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 179 | $41.3K | 0.01% | +79+79.0% | Added |
| XY Capital Ltd | 187 | $43.2K | 0.04% | −1,068−85.1% | Reduced |
| Inlight Wealth Management, LLC | 199 | $45.9K | 0.02% | 00.0% | Unchanged |
| Atomic Invest LLC | 198 | $46.2K | 0.03% | +198 | New |
| Elkhorn Partners Limited Partnership | 200 | $46.2K | 0.03% | +180+900.0% | Added |
| Northwest Capital Management Inc | 209 | $48.3K | 0.21% | −4,762−95.8% | Reduced |
| Fairway Wealth LLC | 221 | $51.0K | 0.01% | +108+95.6% | Added |
| Prudent Man Investment Management, Inc. | 229 | $52.9K | 0.02% | +107+87.7% | Added |
| PayPay Securities Corp | 237 | $54.7K | 1.61% | −13−5.2% | Reduced |
| Sycomore Asset Management | 300 | $57.0K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 271 | $62.6K | 0.00% | −1,465−84.4% | Reduced |
| Strategic Wealth Advisors LLC | 295 | $68.0K | 0.06% | +295 | New |
| Knott David M Jr | 300 | $69.2K | 0.03% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 305 | $70.4K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 306 | $70.6K | 0.04% | 00.0% | Unchanged |
| Whi Trust Co LLC | 309 | $71.3K | 0.05% | +309 | New |
| Access Investment Management LLC | 338 | $74.2K | 0.02% | 00.0% | Unchanged |
| Paladin Partners, LLC | 330 | $76.2K | 0.06% | +330 | New |
| CGC Financial Services, LLC | 353 | $81.5K | 0.02% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 366 | $84.5K | 1.33% | −60−14.1% | Reduced |
| Maryland Capital Advisors Inc. | 366 | $84.5K | 0.03% | +250+215.5% | Added |
| Rachor Investment Advisory Services, LLC | 366 | $84.5K | 0.04% | +366 | New |
| Richardson Capital Management LLC | 370 | $85.4K | 0.04% | +7+1.9% | Added |
| WS Portfolio Advisory, LLC | 371 | $85.6K | 4.75% | 00.0% | Unchanged |
| Networth Advisors, LLC | 371 | $85.6K | 0.06% | +371 | New |
| Accordant Advisory Group Inc | 376 | $86.8K | 0.06% | 00.0% | Unchanged |
| Bitterroot Capital Advisors LLC | 380 | $87.7K | 0.06% | +380 | New |
| Uniplan Investment Counsel, Inc. | 387 | $89.4K | 0.01% | +186+92.5% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 395 | $91.2K | 0.07% | 00.0% | Unchanged |
| NorthAvenue LLC | 397 | $91.6K | 0.08% | +397 | New |
| Luminist Capital LLC | 409 | $94.4K | 0.12% | +389+1,945.0% | Added |
| Bruce G. Allen Investments, LLC | 413 | $95.3K | 0.06% | −34−7.6% | Reduced |
| Glynn Capital Management LLC | 419 | $96.7K | 0.03% | 00.0% | Unchanged |
| Insight Financial Services | 425 | $98.1K | 0.05% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 431 | $99.0K | 0.00% | +16+3.9% | Added |
| Caden Capital Partners, LP | 443 | $102.3K | 0.23% | +443 | New |
| Winnow Wealth LLC | 456 | $105.3K | 0.08% | +45+10.9% | Added |
| Your Advocates Ltd., LLP | 463 | $106.9K | 0.03% | −5−1.1% | Reduced |
| POM Investment Strategies, LLC | 463 | $106.9K | 0.05% | −684−59.6% | Reduced |
| Mendota Financial Group, LLC | 469 | $108.3K | 0.08% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 475 | $109.6K | 0.02% | +75+18.8% | Added |
| CWM Advisors, LLC | 480 | $110.8K | 0.01% | +480 | New |
| Hamrick Investment Counsel, llc | 490 | $113.1K | 0.08% | +490 | New |
| CSS LLC | 499 | $115.2K | 0.01% | +499 | New |
| Midwest Capital Advisors, LLC | 502 | $115.9K | 0.06% | −12−2.3% | Reduced |
| Stephens Consulting, LLC | 519 | $119.8K | 0.04% | −3,552−87.3% | Reduced |
| Broadwater Capital Management LLC | 520 | $120.0K | 0.09% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 562 | $129.8K | 0.08% | +47+9.1% | Added |
| Compass Financial Services Inc | 586 | $135.3K | 0.06% | +24+4.3% | Added |
| Navigoe, LLC | 599 | $138.0K | 0.09% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 591 | $141.4K | 0.13% | +591 | New |
| Ball & Co Wealth Management Inc. | 616 | $142.0K | 0.09% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 625 | $144.3K | 0.17% | +625 | New |
| Financially Speaking Inc | 637 | $147.0K | 0.10% | +50+8.5% | Added |
| SIMA Wealth Partners, LLC | 654 | $151.0K | 0.11% | −158−19.5% | Reduced |
| One River Asset Management, LLC | 677 | $156.3K | 0.14% | −2,669−79.8% | Reduced |
| Morton Brown Family Wealth, LLC | 714 | $164.8K | 0.04% | +130+22.3% | Added |
| Fundsmith Investment Services Ltd. | 715 | $165.0K | 0.00% | +715 | New |
| Rocky Mountain Advisers, LLC | 720 | $166.2K | 0.05% | +60+9.1% | Added |
| Investors Portfolio Services LLC | 727 | $167.8K | 0.15% | +727 | New |
| Innovative Advisory Group, LLC | 731 | $168.7K | 0.11% | −25−3.3% | Reduced |
| Birchwood Financial Partners, Inc. | 745 | $172.0K | 0.17% | +745 | New |
| Gleason Group, Inc. | 751 | $173.3K | 0.02% | +88+13.3% | Added |
| Carolina Wealth Advisors, LLC | 777 | $179.3K | 0.08% | −69−8.2% | Reduced |
| Stephenson National Bank & Trust | 779 | $179.8K | 0.05% | +144+22.7% | Added |
| PMV Capital Advisers, LLC | 797 | $184.0K | 0.34% | +76+10.5% | Added |
| Principia Wealth Advisory, LLC | 817 | $188.6K | 0.12% | +77+10.4% | Added |
| HFM Investment Advisors, LLC | 821 | $189.5K | 0.07% | +328+66.5% | Added |
| Dorato Capital Management | 817 | $193.3K | 0.15% | +817 | New |
| Standard Family Office LLC | 860 | $198.5K | 0.21% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 860 | $198.5K | 0.09% | 00.0% | Unchanged |
| Friedenthal Financial | 862 | $199.0K | 0.10% | −502−36.8% | Reduced |
| Morgan Creek Capital Management, LLC | 869 | $200.6K | 0.05% | +869 | New |
| Madrid Financial Services | 870 | $200.8K | 0.14% | −300−25.6% | Reduced |
| Approach Retirement Advisors, LLC | 870 | $200.8K | 0.17% | +870 | New |
| Provident Wealth Management, LLC | 878 | $202.7K | 0.06% | −260−22.8% | Reduced |
| Bayshore Capital Advisors, LLC | 878 | $202.7K | 0.10% | +878 | New |
| Unconventional Investor, LLC | 881 | $203.4K | 0.10% | −78−8.1% | Reduced |
| Hippocratic Financial Advisors, LLC | 884 | $204.0K | 0.09% | +884 | New |
| Lee-Kelleher Wealth Management | 884 | $204.0K | 0.12% | +884 | New |
| Spectrum Financial Alliance Ltd LLC | 885 | $204.3K | 0.04% | +885 | New |
