| McClarren Financial Advisors, Inc. | 343 | $114 | 0.08% | −327−48.8% | Reduced |
| NewSquare Capital LLC | 1 | $164 | 0.00% | −373−99.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $172 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Thomas J. Herzfeld Advisors, Inc. | 12 | $2.06K | 0.00% | +12 | New |
| Bear Mountain Capital, Inc. | 14 | $2.30K | 0.00% | +1+7.7% | Added |
| Lummis Asset Management, LP | 20 | $3.43K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 22 | $4.00K | 0.00% | +22 | New |
| Koesten, Hirschmann & Crabtree, INC. | 30 | $5.38K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 32 | $5.45K | 0.00% | −53−62.4% | Reduced |
| Fortis Group Advisors, LLC | 33 | $5.66K | 0.00% | −1,766−98.2% | Reduced |
| PayPay Securities Corp | 33 | $5.66K | 0.47% | −4−10.8% | Reduced |
| Bellevue Asset Management, LLC | 33 | $5.73K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 36 | $6.17K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 34 | $6.44K | 0.00% | +34 | New |
| Friedenthal Financial | 40 | $6.86K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 52 | $8.96K | 0.01% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 54 | $9.18K | 0.00% | −7−11.5% | Reduced |
| TD Capital Management LLC | 54 | $9.27K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 56 | $9.61K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 69 | $11.9K | 0.01% | +29+72.5% | Added |
| Iron Horse Wealth Management, LLC | 72 | $12.3K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 75 | $12.8K | 0.00% | +6+8.7% | Added |
| Fairman Group, LLC | 77 | $13.1K | 0.01% | +1+1.3% | Added |
| Anfield Capital Management, LLC | 79 | $13.6K | 0.01% | +79 | New |
| Red Tortoise LLC | 83 | $14.2K | 0.01% | +45+118.4% | Added |
| Luken Investment Analytics, LLC | 84 | $14.4K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 84 | $14.4K | 0.01% | +32+61.5% | Added |
| Studio Investment Management LLC | 85 | $14.6K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 86 | $14.8K | 0.01% | −8−8.5% | Reduced |
| Caitlin John, LLC | 92 | $15.7K | 0.01% | +1+1.1% | Added |
| Wiser Advisor Group LLC | 96 | $16.6K | 0.03% | +1+1.1% | Added |
| Trivant Custom Portfolio Group, LLC | 100 | $17.2K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 100 | $17.2K | 0.04% | +100 | New |
| SIMA Wealth Partners, LLC | 100 | $17.2K | 0.02% | +100 | New |
| Redmont Wealth Advisors LLC | 101 | $17.3K | 0.03% | −100−49.8% | Reduced |
| PrairieView Partners, LLC | 108 | $18.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 107 | $18.4K | 0.01% | +1+0.9% | Added |
| Gleason Group, Inc. | 118 | $20.3K | 0.00% | +1+0.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 128 | $22.1K | 0.01% | +1+0.8% | Added |
| JCIC Asset Management Inc. | 131 | $22.5K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 131 | $22.5K | 0.01% | +66+101.5% | Added |
| Burkett Financial Services, LLC | 134 | $23.0K | 0.01% | +1+0.8% | Added |
| Penserra Capital Management LLC | 144 | $25.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 150 | $25.7K | 0.01% | −50−25.0% | Reduced |
| Fairway Wealth LLC | 150 | $25.7K | 0.02% | +150 | New |
| Ulland Investment Advisors, LLC | 150 | $26.0K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 152 | $26.1K | 0.01% | −34−18.3% | Reduced |
| Ridgewood Investments LLC | 157 | $26.9K | 0.01% | +157 | New |
| Vermillion & White Wealth Management Group, LLC | 174 | $29.8K | 0.02% | +2+1.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 177 | $30.4K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 177 | $30.4K | 0.02% | +130+276.6% | Added |
| Capula Management Ltd | 183 | $31.4K | 0.00% | −938−83.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 184 | $31.6K | 0.01% | −59−24.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 197 | $33.9K | 0.01% | −95−32.5% | Reduced |
| Dynamic Wealth Strategies, LLC | 200 | $34.0K | 0.03% | −26−11.5% | Reduced |
| Insight Financial Services | 200 | $34.3K | 0.03% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 200 | $34.3K | 0.03% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 208 | $35.7K | 0.03% | +1+0.5% | Added |
| Intelligent Financial Strategies | 212 | $36.3K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 212 | $36.4K | 0.00% | +207+4,140.0% | Added |
| First Pacific Financial | 217 | $37.2K | 0.01% | −27−11.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 218 | $37.4K | 0.01% | +50+29.8% | Added |
| Sofos Investments, Inc. | 227 | $38.9K | 0.01% | −273−54.6% | Reduced |
| VitalStone Financial, LLC | 234 | $40.2K | 0.03% | +2+0.9% | Added |
| Cedar Mountain Advisors, LLC | 237 | $40.7K | 0.01% | −9−3.7% | Reduced |
| Dunhill Financial, LLC | 237 | $40.7K | 0.03% | +39+19.7% | Added |
| Miller Wealth Advisors, LLC | 240 | $41.2K | 0.02% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 240 | $41.2K | 0.01% | +240 | New |
| Clarity Asset Management, Inc. | 244 | $41.8K | 0.03% | +17+7.5% | Added |
| WealthCollab, LLC | 246 | $42.2K | 0.03% | −11−4.3% | Reduced |
| Dogwood Wealth Management LLC | 246 | $42.3K | 0.03% | +2+0.8% | Added |
| Pacific Capital Wealth Advisors, Inc | 247 | $42.4K | 0.01% | +218+751.7% | Added |
| Clear Investment Research, LLC | 253 | $43.5K | 0.06% | +2+0.8% | Added |
| DiNuzzo Private Wealth, Inc. | 259 | $44.5K | 0.01% | −26−9.1% | Reduced |
| Tidemark, LLC | 273 | $46.9K | 0.02% | −84−23.5% | Reduced |
| Stone House Investment Management, LLC | 277 | $47.6K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 290 | $49.0K | 0.01% | −9−3.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 287 | $49.2K | 0.04% | 00.0% | Unchanged |
| Aspect Partners, LLC | 287 | $49.2K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 294 | $50.4K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 300 | $51.0K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $51.5K | 0.03% | 00.0% | Unchanged |
| New Millennium Group LLC | 319 | $54.7K | 0.04% | +319 | New |
| Transcendent Capital Group LLC | 334 | $57.3K | 0.03% | +4+1.2% | Added |
| Tacita Capital Inc | 348 | $59.7K | 0.04% | 00.0% | Unchanged |
| Naples Money Management LLC | 352 | $60.0K | 0.05% | +7+2.0% | Added |
| Islay Capital Management, LLC | 350 | $60.0K | 0.04% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 400 | $68.0K | 0.04% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 398 | $68.3K | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 402 | $69.0K | 0.04% | −82−16.9% | Reduced |
| Rakuten Securities, Inc. | 407 | $69.8K | 0.03% | −433−51.5% | Reduced |
| True Wealth Design, LLC | 408 | $69.9K | 0.02% | −3−0.7% | Reduced |
| Global Wealth Strategies & Associates | 418 | $71.7K | 0.03% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 421 | $72.2K | 0.02% | +14+3.4% | Added |
| ESL Trust Services, LLC | 438 | $75.1K | 0.02% | +118+36.9% | Added |
| Tradewinds Capital Management, LLC | 450 | $77.2K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 452 | $77.5K | 0.05% | +224+98.2% | Added |
| Annapolis Financial Services, LLC | 454 | $77.9K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 486 | $78.4K | 0.07% | +23+5.0% | Added |
