| ROSS\JOHNSON & Associates LLC | 1 | $312 | 0.01% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $625 | 0.00% | +2 | New |
| Greenline Partners, LLC | 3 | $936 | 0.00% | +3 | New |
| Blume Capital Management, Inc. | 3 | $937 | 0.00% | +3 | New |
| Picton Mahoney Asset Management | 3 | $1.00K | 0.00% | −376−99.2% | Reduced |
| McClarren Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4 | $1.25K | 0.00% | −287−98.6% | Reduced |
| Chesapeake Asset Management LLC | 4 | $1.25K | 0.00% | −1−20.0% | Reduced |
| Wiser Advisor Group LLC | 4 | $1.28K | 0.00% | −5−55.6% | Reduced |
| Bridge Generations Wealth Management LLC | 5 | $1.56K | 0.00% | +5 | New |
| Bear Mountain Capital, Inc. | 6 | $1.79K | 0.00% | +1+20.0% | Added |
| Ruedi Wealth Management, Inc. | 6 | $1.87K | 0.00% | 00.0% | Unchanged |
| Trust Co | 6 | $1.87K | 0.00% | +6 | New |
| Cape Investment Advisory, Inc. | 7 | $2.18K | 0.00% | −2−22.2% | Reduced |
| Parkworth Wealth Management, Inc. | 7 | $2.18K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $2.18K | 0.00% | +7 | New |
| Center for Financial Planning, Inc. | 7 | $2.19K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 8 | $2.50K | 0.00% | +8 | New |
| Anderson Financial Strategies, LLC | 9 | $2.70K | 0.00% | +9 | New |
| Solstein Capital, LLC | 10 | $3.12K | 0.00% | −21−67.7% | Reduced |
| Reyes Financial Architecture, Inc. | 10 | $3.12K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $3.12K | 0.00% | +7+233.3% | Added |
| Riggs Asset Managment Co. Inc. | 10 | $3.12K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 11 | $3.32K | 0.00% | +11 | New |
| Stephens Consulting, LLC | 11 | $3.43K | 0.00% | −4−26.7% | Reduced |
| Semmax Financial Advisors Inc. | 13 | $4.02K | 0.00% | +13 | New |
| PayPay Securities Corp | 12 | $4.03K | 0.23% | −2−14.3% | Reduced |
| Pineridge Advisors LLC | 13 | $4.06K | 0.00% | −100−88.5% | Reduced |
| 1620 Investment Advisors, Inc. | 13 | $4.06K | 0.00% | −5−27.8% | Reduced |
| Legacy Wealth Managment, LLC | 13 | $4.06K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 13 | $4.06K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 14 | $4.37K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 15 | $4.68K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 15 | $4.68K | 0.00% | +15 | New |
| MJT & Associates Financial Advisory Group, Inc. | 15 | $4.68K | 0.00% | +15 | New |
| Sofos Investments, Inc. | 16 | $4.99K | 0.00% | +16 | New |
| WealthTrak Capital Management LLC | 18 | $5.62K | 0.00% | −3−14.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 18 | $5.62K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 18 | $5.62K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 19 | $5.93K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 19 | $5.93K | 0.00% | +19 | New |
| Chelsea Counsel Co | 20 | $6.24K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 21 | $6.55K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 22 | $6.87K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 22 | $6.87K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 24 | $7.49K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 25 | $7.80K | 0.01% | −6−19.4% | Reduced |
| Pingora Partners LLC | 25 | $7.80K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 25 | $7.80K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 26 | $8.11K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 26 | $8.11K | 0.00% | +14+116.7% | Added |
| Cherry Tree Wealth Management, LLC | 28 | $8.58K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 28 | $8.74K | 0.00% | −1,967−98.6% | Reduced |
| Keener Financial Planning LLC | 30 | $9.00K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 29 | $9.05K | 0.00% | −3−9.4% | Reduced |
| Parvin Asset Management, LLC | 29 | $9.05K | 0.01% | +29 | New |
| Cranbrook Wealth Management, LLC | 29 | $9.05K | 0.00% | −6−17.1% | Reduced |
| C M Bidwell & Associates Ltd | 30 | $9.36K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 30 | $9.36K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 30 | $9.36K | 0.01% | +30 | New |
| Principia Wealth Advisory, LLC | 32 | $9.60K | 0.01% | +16+100.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 32 | $9.89K | 0.00% | −112−77.8% | Reduced |
| Operose Advisors LLC | 32 | $9.98K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 32 | $9.98K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 32 | $9.98K | 0.01% | +32 | New |
| Centerpoint Advisors, LLC | 33 | $10.0K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 33 | $10.3K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 34 | $10.6K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 35 | $10.9K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 35 | $10.9K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 34 | $11.0K | 0.00% | +28+466.7% | Added |
| Barnes Dennig Private Wealth Management LLC | 36 | $11.2K | 0.02% | +36 | New |
| Kentucky Trust Co | 38 | $11.9K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 40 | $12.0K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 40 | $12.5K | 0.01% | +40 | New |
| Horizon Financial Services, LLC | 42 | $13.1K | 0.01% | −1−2.3% | Reduced |
| Northwest Capital Management Inc | 42 | $13.1K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 44 | $13.7K | 0.01% | 00.0% | Unchanged |
| Mar Vista Investment Partners LLC | 46 | $14.4K | 0.00% | −44−48.9% | Reduced |
| Richard W. Paul & Associates, LLC | 46 | $14.4K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 46 | $14.4K | 0.00% | +46 | New |
| Accent Capital Management, LLC | 48 | $15.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 48 | $15.0K | 0.01% | +10+26.3% | Added |
| Noble Wealth Management PBC | 49 | $15.3K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 50 | $15.6K | 0.00% | −17−25.4% | Reduced |
| ZRC Wealth Management, LLC | 50 | $15.6K | 0.01% | 00.0% | Unchanged |
| 10Elms LLP | 50 | $15.6K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 50 | $15.6K | 0.01% | +50 | New |
| True Wealth Design, LLC | 50 | $15.7K | 0.01% | +26+108.3% | Added |
| Perritt Capital Management Inc | 51 | $15.9K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 51 | $16.0K | 0.00% | −12−19.0% | Reduced |
| POM Investment Strategies, LLC | 53 | $16.5K | 0.02% | −34−39.1% | Reduced |
| Activest Wealth Management | 53 | $16.5K | 0.00% | +49+1,225.0% | Added |
| Wolff Wiese Magana LLC | 53 | $16.5K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 55 | $17.2K | 0.01% | −43−43.9% | Reduced |
| Bernard Wealth Management Corp. | 58 | $18.1K | 0.01% | +8+16.0% | Added |
| Cedar Mountain Advisors, LLC | 59 | $18.4K | 0.00% | −4−6.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 59 | $18.4K | 0.00% | +5+9.3% | Added |
| CSS LLC | 60 | $18.7K | 0.00% | −360−85.7% | Reduced |
