| Vista Private Wealth Partners. LLC | 3 | $534 | 0.00% | +3 | New |
| Delos Wealth Advisors, LLC | 3 | $611 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 6 | $1.07K | 0.00% | +6 | New |
| Nova Wealth Management, Inc. | 7 | $1.24K | 0.00% | +7 | New |
| Legacy Investment Solutions, LLC | 8 | $1.52K | 0.00% | −69−89.6% | Reduced |
| Legacy Wealth Managment, LLC | 8 | $1.52K | 0.00% | −69−89.6% | Reduced |
| Activest Wealth Management | 10 | $1.78K | 0.00% | +10 | New |
| ROSS\JOHNSON & Associates LLC | 11 | $1.96K | 0.05% | +11 | New |
| Bear Mountain Capital, Inc. | 14 | $2.35K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 18 | $3.36K | 0.31% | −19,009−99.9% | Reduced |
| Providence First Trust Co | 19 | $3.38K | 0.00% | +19 | New |
| Lummis Asset Management, LP | 20 | $3.55K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 20 | $3.55K | 0.00% | +20 | New |
| Luminist Capital LLC | 21 | $3.67K | 0.01% | +21 | New |
| Strengthening Families & Communities, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 30 | $5.25K | 0.00% | 00.0% | Unchanged |
| Capital & Planning, LLC | 30 | $5.33K | 0.00% | +30 | New |
| Westend Capital Management, LLC | 32 | $5.69K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 33 | $5.86K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 33 | $6.04K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 35 | $6.22K | 0.01% | +35 | New |
| Horizon Financial Services, LLC | 35 | $6.23K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 36 | $6.40K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 34 | $6.47K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 40 | $7.11K | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 41 | $7.28K | 0.02% | +41 | New |
| Minot DeBlois Advisors LLC | 41 | $7.29K | 0.01% | +41 | New |
| PayPay Securities Corp | 43 | $7.64K | 0.33% | +8+22.9% | Added |
| Contravisory Investment Management, Inc. | 43 | $7.64K | 0.00% | +43 | New |
| Noble Wealth Management PBC | 43 | $7.64K | 0.01% | +43 | New |
| Virtus Investment Advisers, Inc. | 44 | $7.82K | 0.01% | −800−94.8% | Reduced |
| Financial Gravity Companies, Inc. | 47 | $8.35K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 48 | $8.52K | 0.00% | −129−72.9% | Reduced |
| Talon Private Wealth, LLC | 49 | $8.71K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 50 | $8.88K | 0.00% | −2−3.8% | Reduced |
| Fedenia Advisers LLC | 50 | $8.88K | 0.01% | +50 | New |
| Horizons Wealth Management | 52 | $9.24K | 0.01% | 00.0% | Unchanged |
| Conquis Financial LLC | 59 | $10.5K | 0.01% | +59 | New |
| Ridgewood Investments LLC | 65 | $11.5K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 65 | $11.6K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 67 | $11.9K | 0.01% | −145−68.4% | Reduced |
| Fairman Group, LLC | 68 | $12.0K | 0.01% | −9−11.7% | Reduced |
| R Squared Ltd | 70 | $12.4K | 0.01% | +70 | New |
| TD Capital Management LLC | 70 | $12.5K | 0.00% | +16+29.6% | Added |
| HighMark Wealth Management LLC | 75 | $13.3K | 0.01% | −4−5.1% | Reduced |
| New Wave Wealth Advisors LLC | 75 | $13.3K | 0.01% | +75 | New |
| Highline Wealth Partners LLC | 76 | $13.5K | 0.00% | −5−6.2% | Reduced |
| Anfield Capital Management, LLC | 79 | $14.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 83 | $14.7K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 84 | $14.9K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 85 | $15.1K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 90 | $15.9K | 0.00% | +1+1.1% | Added |
| MPWM Advisory Solutions, LLC | 92 | $16.4K | 0.01% | +92 | New |
| 10Elms LLP | 94 | $16.7K | 0.02% | +94 | New |
| Lowe Wealth Advisors, LLC | 95 | $16.9K | 0.01% | +25+35.7% | Added |
| Copia Wealth Management | 98 | $17.4K | 0.02% | +98 | New |
| Wiser Advisor Group LLC | 98 | $17.5K | 0.03% | +1+1.0% | Added |
| Trivant Custom Portfolio Group, LLC | 100 | $17.8K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 100 | $17.8K | 0.02% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 100 | $17.8K | 0.02% | +100 | New |
| PrairieView Partners, LLC | 106 | $18.0K | 0.00% | −2−1.9% | Reduced |
| Financial Freedom, LLC | 109 | $19.3K | 0.01% | +1+0.9% | Added |
| Payden & Rygel | 110 | $20.0K | 0.00% | −4,900−97.8% | Reduced |
| Financial Life Planners | 121 | $21.5K | 0.02% | +121 | New |
| Investment Management Corp | 122 | $21.7K | 0.02% | +122 | New |
| FPC Investment Advisory, Inc. | 118 | $21.7K | 0.02% | +118 | New |
| CarsonAllaria Wealth Management, Ltd. | 130 | $23.1K | 0.01% | +1+0.8% | Added |
| Parkworth Wealth Management, Inc. | 131 | $23.2K | 0.02% | +131 | New |
| JCIC Asset Management Inc. | 131 | $23.3K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 133 | $23.6K | 0.00% | +51+62.2% | Added |
| Aspetuck Financial Management LLC | 139 | $24.7K | 0.02% | +139 | New |
| Oliver Lagore Vanvalin Investment Group | 147 | $26.1K | 0.01% | +25+20.5% | Added |
| Blume Capital Management, Inc. | 150 | $26.7K | 0.01% | −70−31.8% | Reduced |
| Iron Horse Wealth Management, LLC | 162 | $28.8K | 0.01% | +45+38.5% | Added |
| Fiduciary Advisors, Inc. | 162 | $28.8K | 0.03% | +162 | New |
| EnRich Financial Partners LLC | 166 | $29.5K | 0.01% | +110+196.4% | Added |
| Promus Capital, LLC | 168 | $29.9K | 0.02% | +168 | New |
| Caitlin John, LLC | 168 | $29.9K | 0.02% | +40+31.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 177 | $31.4K | 0.02% | +2+1.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 177 | $31.5K | 0.02% | +177 | New |
| Prudent Man Investment Management, Inc. | 178 | $31.6K | 0.02% | +178 | New |
| Riggs Asset Managment Co. Inc. | 194 | $34.2K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 199 | $34.9K | 0.03% | +199 | New |
| Tacita Capital Inc | 198 | $35.2K | 0.03% | −150−43.1% | Reduced |
| Marquette Asset Management, LLC | 200 | $35.5K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 200 | $35.5K | 0.01% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 200 | $35.5K | 0.03% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 200 | $35.5K | 0.03% | +200 | New |
| Ravenstone Capital Management Inc. | 200 | $35.5K | 0.02% | +200 | New |
| POM Investment Strategies, LLC | 210 | $37.3K | 0.03% | −111−34.6% | Reduced |
| Clear Street Markets LLC | 216 | $38.4K | 0.01% | +16+8.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 217 | $38.6K | 0.00% | +217 | New |
| Burkett Financial Services, LLC | 218 | $38.7K | 0.02% | +2+0.9% | Added |
| Blue Bell Private Wealth Management, LLC | 223 | $39.5K | 0.01% | +52+30.4% | Added |
| Cherry Tree Wealth Management, LLC | 223 | $39.6K | 0.01% | +5+2.3% | Added |
| Peterson Wealth Services | 225 | $40.0K | 0.01% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 225 | $40.0K | 0.03% | +225 | New |
| Kathleen S. Wright Associates Inc. | 232 | $41.2K | 0.02% | 00.0% | Unchanged |