| E Fund Management (Hong Kong) Co., Ltd. | 1 | $0 | 0.00% | −179−99.4% | Reduced |
| McClarren Financial Advisors, Inc. | 487 | $90 | 0.06% | +302+163.2% | Added |
| WestEnd Advisors, LLC | 1 | $487 | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1 | $487 | 0.00% | +1 | New |
| Cherry Tree Wealth Management, LLC | 1 | $488 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1 | $488 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1 | $488 | 0.00% | +1 | New |
| PEAK6 Investments LLC | 2 | $939 | 0.00% | +2 | New |
| Salem Investment Counselors Inc | 2 | $975 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Longfellow Investment Management Co LLC | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 3 | $1.46K | 0.00% | +3 | New |
| Signature Resources Capital Management, LLC | 4 | $1.95K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $1.95K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $1.95K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $1.95K | 0.00% | +1+33.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5 | $2.44K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $2.44K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 5 | $2.45K | 0.00% | −3−37.5% | Reduced |
| Coppell Advisory Solutions LLC | 6 | $2.92K | 0.00% | +6 | New |
| Pacific Center for Financial Services | 6 | $2.92K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 6 | $3.24K | 0.00% | +6 | New |
| Logan Capital Management Inc | 7 | $3.41K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 7 | $3.41K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 8 | $3.90K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 8 | $3.90K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 8 | $3.90K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $3.90K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $3.90K | 0.00% | +1+14.3% | Added |
| Clean Yield Group | 8 | $3.90K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 8 | $3.90K | 0.00% | −2−20.0% | Reduced |
| Financial Management Professionals, Inc. | 9 | $4.00K | 0.00% | +2+28.6% | Added |
| Dunhill Financial, LLC | 8 | $4.11K | 0.00% | +1+14.3% | Added |
| Tradewinds Capital Management, LLC | 9 | $4.38K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 9 | $4.38K | 0.00% | +9 | New |
| First Pacific Financial | 9 | $4.38K | 0.00% | +9 | New |
| JJJ Advisors Inc. | 10 | $4.87K | 0.00% | −18−64.3% | Reduced |
| Frazier Financial Advisors, LLC | 10 | $4.87K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $4.87K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 10 | $4.87K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $4.87K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 10 | $4.87K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 10 | $4.87K | 0.00% | +10 | New |
| Clear Street Markets LLC | 11 | $5.00K | 0.00% | +11 | New |
| Glen Eagle Advisors, LLC | 11 | $5.36K | 0.00% | +11 | New |
| NBT Bank N A | 12 | $5.85K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 12 | $5.85K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 12 | $5.85K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 13 | $6.00K | 0.00% | +13 | New |
| Westend Capital Management, LLC | 13 | $6.19K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 13 | $6.33K | 0.00% | +13 | New |
| Beaird Harris Wealth Management, LLC | 13 | $6.33K | 0.00% | +5+62.5% | Added |
| Larson Financial Group LLC | 13 | $6.33K | 0.00% | +6+85.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 14 | $6.82K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $6.82K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 14 | $6.82K | 0.00% | +14 | New |
| VisionPoint Advisory Group, LLC | 15 | $7.31K | 0.00% | −7−31.8% | Reduced |
| Key Financial Inc | 15 | $7.31K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 17 | $8.28K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $8.28K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $8.28K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 17 | $8.28K | 0.01% | +5+41.7% | Added |
| Main Street Group, LTD | 20 | $9.53K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 20 | $9.74K | 0.00% | −5−20.0% | Reduced |
| Evermay Wealth Management LLC | 20 | $9.74K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $9.74K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 20 | $9.74K | 0.00% | 00.0% | Unchanged |
| Chris Bulman Inc | 20 | $9.74K | 0.01% | +20 | New |
| Abound Wealth Management | 21 | $10.2K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 21 | $10.2K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 21 | $10.2K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 21 | $10.2K | 0.00% | +1+5.0% | Added |
| Annapolis Financial Services, LLC | 21 | $10.2K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 22 | $10.7K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $11.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 23 | $11.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 25 | $11.4K | 0.00% | −21−45.7% | Reduced |
| Sachetta, LLC | 24 | $11.4K | 0.00% | +10+71.4% | Added |
| AdvisorNet Financial, Inc | 24 | $11.7K | 0.00% | −9−27.3% | Reduced |
| Avion Wealth | 25 | $12.0K | 0.00% | +1+4.2% | Added |
| Newbridge Financial Services Group, Inc. | 25 | $12.2K | 0.00% | −10−28.6% | Reduced |
| Caitlin John, LLC | 25 | $12.2K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 25 | $12.2K | 0.00% | +1+4.2% | Added |
| Investment Research & Advisory Group, Inc. | 27 | $13.2K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 27 | $13.2K | 0.00% | +27 | New |
| Valued Wealth Advisors LLC | 28 | $13.6K | 0.01% | +3+12.0% | Added |
| Versant Capital Management, Inc | 29 | $14.1K | 0.00% | +14+93.3% | Added |
| Boyd Watterson Asset Management LLC | 30 | $14.6K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 31 | $15.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 32 | $15.6K | 0.03% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 35 | $17.1K | 0.02% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 36 | $17.5K | 0.01% | +36 | New |
| FinTrust Capital Advisors, LLC | 36 | $17.5K | 0.00% | +20+125.0% | Added |
| Family Firm, Inc. | 37 | $18.0K | 0.00% | +37 | New |
| Crewe Advisors LLC | 38 | $18.5K | 0.00% | −11−22.4% | Reduced |
