| Joseph P. Lucia & Associates, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1 | $0 | 0.00% | +1 | New |
| Old North State Trust, LLC | 5 | $769 | 0.70% | +1+25.0% | Added |
| James Investment Research Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| Karlinski Andrew C | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 6 | $1.00K | 0.00% | +6 | New |
| Tfo-TDC, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Bourgeon Capital Management LLC | 18 | $3.00K | 0.00% | −68−79.1% | Reduced |
| Iron Horse Wealth Management, LLC | 17 | $3.00K | 0.00% | −50−74.6% | Reduced |
| Goodwin Investment Advisory | 20 | $3.33K | 0.00% | −530−96.4% | Reduced |
| USA Financial Portformulas Corp | 26 | $4.00K | 0.00% | −16,753−99.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 29 | $5.00K | 0.01% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 55 | $10.0K | 0.00% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 70 | $12.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 73 | $12.0K | 0.00% | +13+21.7% | Added |
| Win Advisors, Inc | 71 | $12.0K | 0.02% | +50+238.1% | Added |
| FSC Wealth Advisors, LLC | 78 | $13.0K | 0.12% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 93 | $15.0K | 0.02% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 89 | $15.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 88 | $15.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 100 | $17.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 105 | $17.0K | 0.00% | +105 | New |
| Bradley & Co. Private Wealth Management, LLC | 105 | $17.0K | 0.02% | +105 | New |
| Fure Financial Corp | 111 | $18.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 117 | $19.0K | 0.01% | 00.0% | Unchanged |
| Legacy CG, LLC | 122 | $20.0K | 0.01% | +122 | New |
| Family CFO Inc | 125 | $20.8K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 131 | $22.0K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 145 | $24.0K | 0.03% | +70+93.3% | Added |
| Pacifica Partners Inc. | 150 | $25.0K | 0.02% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 181 | $30.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 184 | $31.0K | 0.00% | −5,495−96.8% | Reduced |
| JCIC Asset Management Inc. | 195 | $32.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 198 | $33.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 200 | $33.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 205 | $34.0K | 0.00% | −157−43.4% | Reduced |
| Life Planning Partners, Inc | 203 | $34.0K | 0.04% | 00.0% | Unchanged |
| Interactive Financial Advisors | 225 | $37.0K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 223 | $37.0K | 0.00% | +14+6.7% | Added |
| Cowen Prime Advisors LLC | 230 | $38.0K | 0.02% | 00.0% | Unchanged |
| Axim Planning & Wealth | 226 | $38.0K | 0.03% | +226 | New |
| HBC Financial Services, PLLC | 240 | $41.0K | 0.03% | +240 | New |
| WR Wealth Planners, LLC | 246 | $41.0K | 0.03% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 263 | $43.0K | 0.01% | +23+9.6% | Added |
| BCR Wealth Strategies, LLC | 265 | $44.0K | 0.05% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 277 | $46.0K | 0.07% | +1+0.4% | Added |
| Financial Enhancement Group LLC | 282 | $47.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 283 | $47.0K | 0.04% | +2+0.7% | Added |
| Morton Brown Family Wealth, LLC | 285 | $47.0K | 0.04% | +34+13.5% | Added |
| Ogorek Anthony Joseph | 294 | $49.0K | 0.02% | +1+0.3% | Added |
| Rocky Mountain Advisers, LLC | 300 | $50.0K | 0.06% | −300−50.0% | Reduced |
| Retirement Group, LLC | 308 | $51.0K | 0.02% | −14−4.3% | Reduced |
| Bromfield Sneider Wealth Advisors | 317 | $53.0K | 0.06% | −213−40.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 316 | $53.0K | 0.04% | +202+177.2% | Added |
| Itau Unibanco Holding S.A. | 324 | $54.0K | 0.00% | −170−34.4% | Reduced |
| PrairieView Partners, LLC | 326 | $54.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 326 | $54.0K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 328 | $55.0K | 0.01% | −91−21.7% | Reduced |
| Lansing Street Advisors | 333 | $55.0K | 0.04% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 335 | $55.9K | 0.04% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 339 | $56.0K | 0.04% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 344 | $57.0K | 0.03% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 342 | $57.0K | 0.05% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 350 | $58.0K | 0.06% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 381 | $63.0K | 0.02% | −43−10.1% | Reduced |
| DB Wealth Management Group, LLC | 379 | $63.0K | 0.04% | 00.0% | Unchanged |
| Rise Advisors, LLC | 386 | $64.0K | 0.06% | +11+2.9% | Added |
| Cornerstone Management, Inc. | 390 | $65.0K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 390 | $65.0K | 0.03% | +1+0.3% | Added |
| Clear Street Markets LLC | 400 | $67.0K | 0.02% | −6,957−94.6% | Reduced |
| McMillion Capital Management Inc | 400 | $67.0K | 0.06% | +400 | New |
| Newfound Research LLC | 412 | $69.0K | 0.15% | −73−15.1% | Reduced |
| US Asset Management LLC | 425 | $71.0K | 0.08% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 424 | $71.0K | 0.02% | +424 | New |
| Danda Trouve Investment Management, Inc. | 433 | $72.0K | 0.11% | −81−15.8% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 450 | $75.0K | 0.12% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 453 | $75.0K | 0.00% | −183−28.8% | Reduced |
| Johnson Midwest Financial, LLC | 454 | $76.0K | 0.10% | +4+0.9% | Added |
| Copeland Capital Management, LLC | 500 | $83.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 500 | $83.0K | 0.05% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 509 | $85.0K | 0.02% | −61−10.7% | Reduced |
| Kozak & Associates, Inc. | 507 | $85.0K | 0.06% | +2+0.4% | Added |
| Raffa Wealth Management, LLC | 522 | $87.0K | 0.04% | +26+5.2% | Added |
| Ulland Investment Advisors, LLC | 528 | $88.0K | 0.09% | 00.0% | Unchanged |
| QVR LLC | 529 | $88.0K | 0.07% | +529 | New |
| New Millennium Group LLC | 542 | $90.0K | 0.09% | +542 | New |
| Gleason Group, Inc. | 543 | $91.0K | 0.03% | +3+0.6% | Added |
| Tucker Asset Management LLC | 547 | $91.2K | 0.03% | −9−1.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 553 | $92.0K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 569 | $95.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 581 | $96.0K | 0.06% | −1,300−69.1% | Reduced |
| Goodman Advisory Group, LLC | 580 | $97.0K | 0.04% | +580 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 590 | $98.0K | 0.07% | +2+0.3% | Added |
| West Financial Advisors, LLC | 595 | $99.0K | 0.03% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 593 | $99.0K | 0.04% | +33+5.9% | Added |
