| Avion Wealth | 151 | $17.0K | 0.00% | −15−9.0% | Reduced |
| Raffa Wealth Management, LLC | 154 | $16.8K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 150 | $16.4K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 146 | $16.0K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 145 | $15.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 141 | $15.4K | 0.00% | −50−26.2% | Reduced |
| Winthrop Capital Management, LLC | 140 | $15.3K | 0.00% | +140 | New |
| Wolff Wiese Magana LLC | 135 | $14.8K | 0.01% | −25−15.6% | Reduced |
| Distillate Capital Partners LLC | 130 | $14.2K | 3.09% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 132 | $14.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 125 | $13.7K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 123 | $13.4K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 122 | $13.3K | 0.01% | +22+22.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 117 | $12.8K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 115 | $12.6K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 114 | $12.5K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 101 | $11.1K | 0.01% | +2+2.0% | Added |
| Iron Horse Wealth Management, LLC | 101 | $11.1K | 0.00% | −35−25.7% | Reduced |
| Versant Capital Management, Inc | 101 | $11.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $10.9K | 0.00% | −900−90.0% | Reduced |
| FWL Investment Management, LLC | 100 | $10.9K | 0.01% | −100−50.0% | Reduced |
| Skylands Capital, LLC | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $10.9K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $10.9K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 100 | $10.9K | 0.01% | +100 | New |
| Cordant, Inc. | 100 | $10.9K | 0.01% | +100 | New |
| Creekmur Asset Management LLC | 100 | $10.9K | 0.00% | +100 | New |
| Accent Capital Management, LLC | 100 | $10.9K | 0.01% | +100 | New |
| Newton One Investments LLC | 97 | $10.6K | 0.00% | +1+1.0% | Added |
| Bellevue Asset Management, LLC | 93 | $10.2K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 90 | $9.84K | 0.00% | −77−46.1% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 95 | $9.17K | 0.01% | +95 | New |
| Financial Management Professionals, Inc. | 84 | $9.00K | 0.00% | −6−6.7% | Reduced |
| Coppell Advisory Solutions LLC | 82 | $8.93K | 0.00% | −519−86.4% | Reduced |
| Tucker Asset Management LLC | 81 | $8.86K | 0.00% | −48−37.2% | Reduced |
| EdgeRock Capital LLC | 90 | $8.55K | 0.01% | +90 | New |
| Moser Wealth Advisors, LLC | 75 | $8.20K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 75 | $8.20K | 0.00% | +75 | New |
| Pittenger & Anderson Inc | 75 | $8.20K | 0.00% | +75 | New |
| Gould Capital, LLC | 71 | $7.76K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 70 | $7.65K | 0.00% | +70 | New |
| NewSquare Capital LLC | 69 | $7.54K | 0.00% | −15−17.9% | Reduced |
| Global Financial Private Client, LLC | 65 | $7.11K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 63 | $6.88K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 62 | $6.84K | 0.34% | −80−56.3% | Reduced |
| Greenwood Gearhart Inc | 60 | $6.56K | 0.00% | +60 | New |
| Global Wealth Management Investment Advisory, Inc. | 60 | $6.56K | 0.00% | +60 | New |
| Private Wealth Management Group, LLC | 58 | $6.34K | 0.00% | +58 | New |
| Provence Wealth Management Group | 57 | $6.23K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $6.12K | 0.01% | – | – |
| Northwest Bank & Trust Co | 54 | $5.90K | 0.01% | +54 | New |
| Financial Synergies Wealth Advisors, Inc. | 47 | $5.61K | 0.00% | −2−4.1% | Reduced |
| Naples Money Management LLC | 46 | $5.03K | 0.00% | +46 | New |
| Fortitude Family Office, LLC | 44 | $4.81K | 0.00% | +44 | New |
| Park Place Capital Corp | 43 | $4.70K | 0.00% | −21−32.8% | Reduced |
| Fairfield Financial Advisors, LTD | 43 | $4.70K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 40 | $4.37K | 0.00% | +40 | New |
| HBC Financial Services, PLLC | 43 | $4.00K | 0.00% | −65−60.2% | Reduced |
| Cornerstone Planning Group LLC | 36 | $3.94K | 0.00% | +28+350.0% | Added |
| Red Tortoise LLC | 34 | $3.72K | 0.00% | +34 | New |
| Friedenthal Financial | 33 | $3.61K | 0.00% | +33 | New |
| Westside Investment Management, Inc. | 31 | $3.39K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 31 | $3.39K | 0.00% | +31 | New |
| DiNuzzo Private Wealth, Inc. | 28 | $3.06K | 0.00% | +28 | New |
| Bourgeon Capital Management LLC | 25 | $2.73K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 25 | $2.73K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 25 | $2.73K | 0.00% | +10+66.7% | Added |
| Birch Capital Management, LLC | 23 | $2.53K | 0.00% | −145−86.3% | Reduced |
| Founders Capital Management | 23 | $2.51K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 19 | $2.08K | 0.00% | +19 | New |
| Long Island Wealth Management, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Gs Investments, Inc. | 15 | $1.64K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $1.20K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 11 | $1.18K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 10 | $1.09K | 0.00% | +10 | New |
| Custom Portfolio Group LLC | 10 | $1.09K | 0.00% | +10 | New |
| ClariVest Asset Management LLC | 9 | $987 | 0.00% | +9 | New |
| Investment Research & Advisory Group, Inc. | 8 | $875 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 7 | $780 | 0.00% | +7 | New |
| Ables, Iannone, Moore & Associates, Inc. | 7 | $765 | 0.00% | +7 | New |
| Delos Wealth Advisors, LLC | 6 | $656 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $656 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $11 | 0.00% | 0 | New |
| Carl Stuart Investment Advisor, Inc | 1,640 | – | – | +1,640 | New |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −915,553−100.0% | Sold out |
| Saturna Capital CORP | 0 | $0 | 0.00% | −180,648−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −85,786−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −69,961−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −55,607−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −45,663−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −44,305−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −44,276−100.0% | Sold out |
| Fluent Financial, LLC | 0 | $0 | 0.00% | −31,648−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −33,594−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −28,899−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| Trilogy Capital Inc. | 0 | $0 | 0.00% | −24,404−100.0% | Sold out |
| Shelter Mutual Insurance Co | 0 | $0 | 0.00% | −23,970−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −23,209−100.0% | Sold out |