| Loomis Sayles & Co L P | 0 | $33 | 0.00% | −85,981−100.0% | Reduced |
| Total Investment Management Inc | 1 | $80 | 0.00% | +1 | New |
| SWAN Capital LLC | 4 | $281 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 4 | $281 | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 6 | $423 | 0.00% | −219−97.3% | Reduced |
| American Capital Advisory, LLC | 6 | $434 | 0.00% | +1+20.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $492 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $493 | 0.00% | +1+16.7% | Added |
| WestEnd Advisors, LLC | 8 | $563 | 0.00% | −1−11.1% | Reduced |
| Parkworth Wealth Management, Inc. | 9 | $633 | 0.00% | +2+28.6% | Added |
| NVWM, LLC | 10 | $704 | 0.00% | −4−28.6% | Reduced |
| Hughes Financial Services, LLC | 11 | $728 | 0.00% | −43−79.6% | Reduced |
| Westside Investment Management, Inc. | 11 | $788 | 0.00% | +11 | New |
| Park Square Financial Group, LLC | 12 | $844 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $851 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $986 | 0.00% | −66−82.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 15 | $1.06K | 0.00% | −24−61.5% | Reduced |
| LGT Financial Advisors LLC | 15 | $1.06K | 0.00% | +15 | New |
| Activest Wealth Management | 18 | $1.27K | 0.00% | −135−88.2% | Reduced |
| PayPay Securities Corp | 19 | $1.34K | 0.07% | −7−26.9% | Reduced |
| Sittner & Nelson, LLC | 19 | $1.34K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $1.37K | 0.00% | −19−50.0% | Reduced |
| Core Alternative Capital | 22 | $1.55K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 24 | $1.69K | 0.00% | +22+1,100.0% | Added |
| Quaker Wealth Management, LLC | 24 | $1.69K | 0.00% | +24 | New |
| Highline Wealth Partners LLC | 25 | $1.76K | 0.00% | −8−24.2% | Reduced |
| Kilter Group LLC | 26 | $1.83K | 0.00% | +26 | New |
| CKW Financial Group | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $2.26K | 0.00% | +15+88.2% | Added |
| TFC Financial Management | 32 | $2.26K | 0.00% | −2−5.9% | Reduced |
| Horizons Wealth Management | 34 | $2.39K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 34 | $2.39K | 0.00% | +34 | New |
| S&T Bank | 37 | $2.60K | 0.00% | +14+60.9% | Added |
| Granite FO LLC | 39 | $2.74K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $2.81K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $2.96K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 44 | $3.10K | 0.00% | +7+18.9% | Added |
| Beacon Capital Management, LLC | 46 | $3.24K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 50 | $3.52K | 0.00% | −20−28.6% | Reduced |
| WealthCollab, LLC | 50 | $3.52K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 52 | $3.66K | 0.00% | +52 | New |
| Atlas Capital Advisors LLC | 57 | $4.01K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 57 | $4.08K | 0.00% | +57 | New |
| Quest 10 Wealth Builders, Inc. | 60 | $4.22K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 60 | $4.22K | 0.00% | −97−61.8% | Reduced |
| Prestige Wealth Management Group LLC | 60 | $4.22K | 0.00% | −37−38.1% | Reduced |
| WealthTrak Capital Management LLC | 60 | $4.22K | 0.00% | +35+140.0% | Added |
| AdvisorNet Financial, Inc | 64 | $4.50K | 0.00% | +1+1.6% | Added |
| Mascoma Wealth Management LLC | 66 | $4.64K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 69 | $4.83K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 74 | $5.21K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 80 | $5.62K | 0.00% | +1+1.3% | Added |
| Sierra Ocean, LLC | 80 | $5.66K | 0.00% | −6−7.0% | Reduced |
| Bare Financial Services, Inc | 81 | $5.70K | 0.00% | +68+523.1% | Added |
| CBIZ Investment Advisory Services, LLC | 85 | $5.98K | 0.00% | +67+372.2% | Added |
| Toth Financial Advisory Corp | 85 | $5.98K | 0.00% | +85 | New |
| Horizon Bancorp Inc | 92 | $6.00K | 0.00% | −188−67.1% | Reduced |
| Cornerstone Planning Group LLC | 92 | $6.18K | 0.00% | +37+67.3% | Added |
| DT Investment Partners, LLC | 88 | $6.19K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 89 | $6.23K | 0.00% | +1+1.1% | Added |
| Medallion Wealth Advisors, LLC | 88 | $6.31K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 96 | $6.76K | 0.00% | −9−8.6% | Reduced |
| Center for Financial Planning, Inc. | 100 | $7.04K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 102 | $7.18K | 0.00% | +102 | New |
| Evolution Wealth Management Inc. | 102 | $7.18K | 0.01% | +102 | New |
| Aspect Partners, LLC | 108 | $7.60K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 122 | $8.00K | 0.00% | +48+64.9% | Added |
| Red Tortoise LLC | 114 | $8.02K | 0.00% | +64+128.0% | Added |
| Park Place Capital Corp | 112 | $8.03K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 116 | $8.16K | 0.00% | +116 | New |
| Marshall & Sterling Wealth Advisors Inc. | 119 | $8.37K | 0.01% | +1+0.8% | Added |
| Wealth Preservation Advisors, LLC | 120 | $8.44K | 0.01% | +42+53.8% | Added |
| Plante Moran Financial Advisors, LLC | 122 | $8.59K | 0.00% | +122 | New |
| Arlington Trust Co LLC | 129 | $9.08K | 0.00% | +23+21.7% | Added |
| Sound Income Strategies, LLC | 130 | $9.18K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 135 | $9.50K | 0.00% | −184−57.7% | Reduced |
| Centennial Bank | 143 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 149 | $10.5K | 0.00% | +62+71.3% | Added |
| Solstein Capital, LLC | 152 | $10.7K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 155 | $10.9K | 0.00% | +155 | New |
| Salomon & Ludwin, LLC | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 158 | $11.1K | 0.00% | +40+33.9% | Added |
| Fortitude Family Office, LLC | 160 | $11.3K | 0.00% | +54+50.9% | Added |
| Rialto Wealth Management, LLC | 162 | $11.4K | 0.00% | +27+20.0% | Added |
| Main Street Group, LTD | 175 | $12.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 181 | $12.7K | 0.00% | +112+162.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 184 | $12.9K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 188 | $13.2K | 0.00% | +188 | New |
| West Oak Capital, LLC | 100 | $13.7K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 197 | $13.9K | 0.00% | +197 | New |
| GoalVest Advisory LLC | 200 | $14.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 200 | $14.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 201 | $14.1K | 0.00% | −27−11.8% | Reduced |
| Addison Advisors LLC | 201 | $14.1K | 0.00% | +61+43.6% | Added |
| JNBA Financial Advisors | 205 | $14.4K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 228 | $16.0K | 0.00% | −384−62.7% | Reduced |
| Johnson Financial Group, Inc. | 235 | $16.5K | 0.00% | −1,485−86.3% | Reduced |
| UMA Financial Services, Inc. | 241 | $17.0K | 0.00% | +65+36.9% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 250 | $17.6K | 0.02% | +159+174.7% | Added |
| TD Capital Management LLC | 251 | $17.7K | 0.00% | +251 | New |
