| Evergreen Private Wealth LLC | 0 | $166 | 0.00% | −414−100.0% | Reduced |
| PEAK6 Investments LLC | 3 | $1.08K | 0.00% | −1,360−99.8% | Reduced |
| WestEnd Advisors, LLC | 6 | $2.43K | 0.00% | −1−14.3% | Reduced |
| ClariVest Asset Management LLC | 8 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $3.24K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 9 | $3.65K | 0.01% | −726−98.8% | Reduced |
| Altshuler Shaham Ltd | 10 | $4.05K | 0.00% | −1−9.1% | Reduced |
| Chelsea Counsel Co | 10 | $4.05K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 11 | $4.49K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 12 | $4.86K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 16 | $6.48K | 0.00% | +5+45.5% | Added |
| PayPay Securities Corp | 17 | $6.89K | 0.61% | +8+88.9% | Added |
| ESL Trust Services, LLC | 21 | $8.51K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 24 | $9.72K | 0.00% | +24 | New |
| Naples Money Management LLC | 24 | $9.85K | 0.01% | +8+50.0% | Added |
| New Age Alpha Advisors, LLC | 28 | $11.3K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 28 | $11.4K | 0.01% | −375−93.1% | Reduced |
| Quarry LP | 30 | $12.2K | 0.00% | −106−77.9% | Reduced |
| NewSquare Capital LLC | 34 | $13.8K | 0.00% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 35 | $14.2K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 36 | $14.6K | 0.01% | +30+500.0% | Added |
| Westend Capital Management, LLC | 39 | $15.8K | 0.01% | +14+56.0% | Added |
| Lummis Asset Management, LP | 41 | $16.6K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 42 | $17.2K | 0.01% | −30−41.7% | Reduced |
| Iron Horse Wealth Management, LLC | 46 | $18.6K | 0.01% | +5+12.2% | Added |
| Halpern Financial, Inc. | 50 | $20.6K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 51 | $20.7K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 58 | $23.5K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 60 | $24.3K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 60 | $24.3K | 0.04% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 60 | $24.3K | 0.00% | +60 | New |
| Richardson Capital Management LLC | 62 | $25.1K | 0.02% | 00.0% | Unchanged |
| Insight Financial Services | 63 | $25.5K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 65 | $26.5K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 66 | $26.7K | 0.02% | 00.0% | Unchanged |
| 4Thought Financial Group Inc. | 68 | $27.6K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 69 | $28.0K | 0.02% | −10−12.7% | Reduced |
| Bare Financial Services, Inc | 74 | $30.0K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 76 | $30.8K | 0.02% | −67−46.9% | Reduced |
| RE Dickinson Investment Advisors, LLC | 78 | $31.5K | 0.02% | −81−50.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 78 | $31.6K | 0.05% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 80 | $32.0K | 0.04% | 00.0% | Unchanged |
| Knott David M Jr | 80 | $32.0K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 80 | $32.4K | 0.05% | 00.0% | Unchanged |
| First Personal Financial Services | 86 | $34.8K | 0.01% | +3+3.6% | Added |
| JDM Financial Group LLC | 90 | $36.5K | 0.02% | +13+16.9% | Added |
| Kings Path Partners LLC | 97 | $39.3K | 0.02% | 00.0% | Unchanged |
| Skylands Capital, LLC | 100 | $40.5K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 100 | $40.5K | 0.02% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 100 | $40.5K | 0.03% | +100 | New |
| Legacy Investment Solutions, LLC | 100 | $41.0K | 0.03% | +100 | New |
| Legacy Wealth Managment, LLC | 100 | $41.0K | 0.03% | +100 | New |
| Briaud Financial Planning, Inc | 106 | $42.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 105 | $43.0K | 0.00% | −1,284−92.4% | Reduced |
| Talon Private Wealth, LLC | 109 | $44.2K | 0.01% | +109 | New |
| Burkett Financial Services, LLC | 112 | $45.5K | 0.02% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 113 | $45.8K | 0.96% | +113 | New |
| Robinswood Financial LLC | 114 | $46.2K | 0.02% | +3+2.7% | Added |
| Winch Advisory Services, LLC | 114 | $46.4K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 117 | $47.4K | 0.03% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 119 | $47.9K | 0.01% | −31−20.7% | Reduced |
| Activest Wealth Management | 126 | $50.9K | 0.02% | −956−88.4% | Reduced |
| Strategic Investment Solutions, Inc. | 129 | $52.1K | 0.02% | +1+0.8% | Added |
| Pacific Capital Wealth Advisors, Inc | 133 | $53.8K | 0.01% | −178−57.2% | Reduced |
| True Wealth Design, LLC | 135 | $54.7K | 0.02% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 146 | $59.2K | 0.02% | −19−11.5% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 147 | $59.6K | 0.04% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 152 | $61.6K | 0.02% | 00.0% | Unchanged |
| Claris Advisors, LLC | 152 | $61.6K | 0.03% | +152 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 154 | $62.0K | 0.04% | +154 | New |
| MB, Levis & Associates, LLC | 158 | $63.9K | 0.03% | +1+0.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 158 | $64.1K | 0.04% | −19−10.7% | Reduced |
| Morton Brown Family Wealth, LLC | 170 | $68.9K | 0.02% | +170 | New |
| Wells Financial Advisors INC | 170 | $69.0K | 0.09% | +170 | New |
| Northwest Financial Advisors | 172 | $69.7K | 0.06% | +172 | New |
| Peterson Financial Group, Inc. | 173 | $70.1K | 0.27% | +173 | New |
| LFA - Lugano Financial Advisors SA | 180 | $72.9K | 0.05% | 00.0% | Unchanged |
| Tacita Capital Inc | 180 | $72.9K | 0.05% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 182 | $73.7K | 0.04% | +80+78.4% | Added |
| Guardian Wealth Management, Inc. | 182 | $73.7K | 0.05% | +1+0.6% | Added |
| Itau Unibanco Holding S.A. | 187 | $75.8K | 0.00% | +187 | New |
| Ogorek Anthony Joseph | 188 | $76.0K | 0.03% | −6−3.1% | Reduced |
| Raffa Wealth Management, LLC | 192 | $77.8K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 198 | $80.2K | 0.01% | −27−12.0% | Reduced |
| Western Pacific Wealth Management, LP | 200 | $80.8K | 0.05% | +101+102.0% | Added |
| Costello Asset Management, INC | 200 | $81.0K | 0.05% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 204 | $82.5K | 0.02% | +25+14.0% | Added |
| VitalStone Financial, LLC | 204 | $82.5K | 0.06% | +2+1.0% | Added |
| Financial Gravity Companies, Inc. | 207 | $83.9K | 0.02% | +207 | New |
| Cove Street Capital, LLC | 220 | $89.1K | 0.07% | +220 | New |
| Planned Solutions, Inc. | 225 | $91.2K | 0.04% | +225 | New |
| HighMark Wealth Management LLC | 229 | $92.9K | 0.05% | −2−0.9% | Reduced |
| Thompson Investment Management, Inc. | 234 | $94.8K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 234 | $94.9K | 0.07% | −78−25.0% | Reduced |
| Clear Investment Research, LLC | 237 | $96.4K | 0.13% | +1+0.4% | Added |
| Fairfield Financial Advisors, LTD | 240 | $97.4K | 0.03% | +1+0.4% | Added |
| Rakuten Securities, Inc. | 247 | $100.1K | 0.04% | +207+517.5% | Added |
| Aspect Partners, LLC | 251 | $101.7K | 0.06% | −1−0.4% | Reduced |
| Mendota Financial Group, LLC | 251 | $101.7K | 0.05% | −31−11.0% | Reduced |
| Lowe Wealth Advisors, LLC | 259 | $104.8K | 0.05% | 00.0% | Unchanged |