| Dogwood Wealth Management LLC | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $49 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $49 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 5 | $128 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7 | $171 | 0.00% | −60−89.6% | Reduced |
| Boreal Capital Management LLC | 10 | $245 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 10 | $245 | 0.00% | +10 | New |
| Atlantic Private Wealth, LLC | 10 | $245 | 0.00% | +10 | New |
| Aspect Partners, LLC | 10 | $245 | 0.00% | +10 | New |
| Eastern Bank | 11 | $269 | 0.00% | +11 | New |
| Distillate Capital Partners LLC | 15 | $367 | 0.00% | +14+1,400.0% | Added |
| Basepoint Wealth LLC | 15 | $384 | 0.00% | +15 | New |
| Transamerica Financial Advisors, Inc. | 16 | $391 | 0.00% | −2−11.1% | Reduced |
| Dunhill Financial, LLC | 18 | $439 | 0.00% | +11+157.1% | Added |
| Central Trust Co | 18 | $451 | 0.00% | +18 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 18 | $466 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 20 | $490 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 22 | $539 | 0.00% | +6+37.5% | Added |
| Clayton Financial Group LLC | 22 | $539 | 0.00% | +22 | New |
| Clark Wealth Partners | 23 | $563 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 23 | $563 | 0.00% | +23 | New |
| Cornerstone Financial Management LLC | 24 | $587 | 0.00% | +24 | New |
| Bare Financial Services, Inc | 27 | $660 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 30 | $733 | 0.00% | +13+76.5% | Added |
| Quaker Wealth Management, LLC | 30 | $734 | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 30 | $734 | 0.00% | +30 | New |
| SWAN Capital LLC | 31 | $758 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $773 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $780 | 0.00% | −3−9.1% | Reduced |
| SJS Investment Consulting Inc. | 32 | $783 | 0.00% | +6+23.1% | Added |
| Wealth Watch Advisors, INC | 36 | $881 | 0.00% | +36 | New |
| Principia Wealth Advisory, LLC | 37 | $905 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 37 | $906 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 39 | $954 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 39 | $954 | 0.00% | +39 | New |
| Stephens Consulting, LLC | 40 | $979 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 40 | $1.07K | 0.00% | +40 | New |
| Murphy & Mullick Capital Management Corp | 50 | $1.22K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 51 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 56 | $1.36K | 0.00% | +1+1.8% | Added |
| Torren Management, LLC | 56 | $1.38K | 0.00% | +56 | New |
| Bryn Mawr Trust Co | 60 | $1.47K | 0.00% | −670−91.8% | Reduced |
| Wolff Wiese Magana LLC | 60 | $1.47K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 60 | $1.47K | 0.00% | +60 | New |
| ZRC Wealth Management, LLC | 63 | $1.54K | 0.00% | +31+96.9% | Added |
| Howard Hughes Medical Institute | 77 | $1.88K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 79 | $1.93K | 0.00% | +5+6.8% | Added |
| SOA Wealth Advisors, LLC. | 80 | $1.96K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 80 | $1.97K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 102 | $2.00K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 84 | $2.05K | 0.00% | +84 | New |
| Retirement Wealth Solutions LLC | 88 | $2.15K | 0.00% | +10+12.8% | Added |
| DiNuzzo Private Wealth, Inc. | 89 | $2.18K | 0.00% | +34+61.8% | Added |
| Hollencrest Capital Management | 96 | $2.35K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 98 | $2.40K | 0.00% | +98 | New |
| Front Row Advisors LLC | 100 | $2.45K | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 100 | $2.45K | 0.00% | +100 | New |
| Hughes Financial Services, LLC | 102 | $2.50K | 0.00% | +2+2.0% | Added |
| Bell Investment Advisors, Inc | 104 | $2.54K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 105 | $2.57K | 0.00% | +105 | New |
| ORG Wealth Partners, LLC | 105 | $2.57K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 115 | $2.81K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 116 | $2.84K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 123 | $3.01K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 130 | $3.18K | 0.00% | +1+0.8% | Added |
| Concord Wealth Partners | 131 | $3.19K | 0.00% | +2+1.6% | Added |
| Grove Bank & Trust | 134 | $3.28K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 135 | $3.30K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 140 | $3.42K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 160 | $3.91K | 0.00% | −943−85.5% | Reduced |
| Capital Advisors, Ltd. LLC | 168 | $4.00K | 0.00% | +126+300.0% | Added |
| Salomon & Ludwin, LLC | 168 | $4.11K | 0.00% | −124−42.5% | Reduced |
| Ares Financial Consulting, LLC | 175 | $4.28K | 0.00% | +175 | New |
| Geneos Wealth Management Inc. | 176 | $4.30K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 177 | $4.33K | 0.00% | +6+3.5% | Added |
| POM Investment Strategies, LLC | 187 | $4.57K | 0.00% | +187 | New |
| Bartlett & Co. Wealth Management LLC | 191 | $4.67K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 194 | $4.75K | 0.00% | −9−4.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 195 | $4.77K | 0.00% | +195 | New |
| JFS Wealth Advisors, LLC | 195 | $4.77K | 0.00% | +121+163.5% | Added |
| N.E.W. Advisory Services LLC | 200 | $4.89K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 205 | $5.01K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 207 | $5.06K | 0.00% | −137−39.8% | Reduced |
| Private Wealth Asset Management, LLC | 210 | $5.14K | 0.00% | −75−26.3% | Reduced |
| Hara Capital LLC | 210 | $5.14K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 210 | $5.14K | 0.00% | +22+11.7% | Added |
| Estate Planners Group, LLC | 226 | $5.53K | 0.00% | +226 | New |
| Silvant Capital Management LLC | 228 | $5.58K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 240 | $5.87K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 249 | $6.09K | 0.01% | +249 | New |
| Nemes Rush Group LLC | 251 | $6.14K | 0.00% | +251 | New |
| Glen Eagle Advisors, LLC | 260 | $6.36K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 261 | $6.38K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 270 | $6.61K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 300 | $7.34K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 302 | $7.39K | 0.00% | +60+24.8% | Added |
| Manchester Capital Management LLC | 302 | $7.39K | 0.00% | +92+43.8% | Added |
| First Horizon Corp | 319 | $7.80K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 321 | $7.85K | 0.00% | +3+0.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 321 | $7.85K | 0.00% | +321 | New |