| Delos Wealth Advisors, LLC | 7 | $2.42K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 10 | $3.46K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 10 | $3.52K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 13 | $4.50K | 0.00% | +2+18.2% | Added |
| Dougherty Wealth Advisers LLC | 13 | $4.50K | 0.00% | +13 | New |
| Networth Advisors, LLC | 13 | $4.50K | 0.00% | +13 | New |
| Hurley Capital, LLC | 15 | $5.19K | 0.00% | −30−66.7% | Reduced |
| Minot DeBlois Advisors LLC | 15 | $5.19K | 0.00% | −5−25.0% | Reduced |
| Litman Gregory Asset Management LLC | 15 | $5.19K | 0.00% | +15 | New |
| Arcadia Investment Advisors LLC | 16 | $5.54K | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 19 | $6.58K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 20 | $6.92K | 0.00% | −2−9.1% | Reduced |
| Anfield Capital Management, LLC | 23 | $7.96K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 27 | $9.35K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 27 | $9.35K | 0.01% | +27 | New |
| Bradley & Co. Private Wealth Management, LLC | 30 | $10.4K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 30 | $10.5K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 31 | $10.7K | 0.01% | +31 | New |
| Safe Harbor Fiduciary, LLC | 33 | $11.4K | 0.01% | +33 | New |
| Benson Wealth Management INC | 34 | $11.8K | 0.01% | +34 | New |
| Hamrick Investment Counsel, llc | 35 | $12.1K | 0.01% | +35 | New |
| Graney & King, LLC | 37 | $12.8K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 38 | $13.2K | 0.00% | +38 | New |
| Sunrise Financial Services, LLC | 39 | $13.5K | 0.01% | +39 | New |
| Seneschal Advisors, LLC | 40 | $13.8K | 0.01% | −30−42.9% | Reduced |
| Curio Wealth, LLC | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 41 | $14.2K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 42 | $14.5K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 45 | $15.6K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 45 | $15.6K | 0.01% | +45 | New |
| LM Advisors LLC | 5,502 | $15.9K | 0.32% | −9,936−64.4% | Reduced |
| Prudent Man Investment Management, Inc. | 49 | $17.0K | 0.01% | +45+1,125.0% | Added |
| Horizons Wealth Management | 50 | $17.3K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 51 | $17.5K | 0.01% | +51 | New |
| Transce3nd, LLC | 53 | $17.6K | 0.14% | −4−7.0% | Reduced |
| Evelyn Partners Asset Management Ltd | 51 | $17.7K | 0.00% | −153−75.0% | Reduced |
| Alphadyne Asset Management LP | 51 | $17.7K | 0.00% | +51 | New |
| Turim 21 Investimentos Ltda. | 51 | $17.7K | 0.01% | +51 | New |
| Gilpin Wealth Management, LLC | 51 | $17.7K | 0.01% | +51 | New |
| Whipplewood Advisors, LLC | 52 | $18.0K | 0.01% | +52 | New |
| Access Investment Management LLC | 55 | $18.1K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 53 | $18.3K | 0.01% | +53 | New |
| Tradewinds Capital Management, LLC | 54 | $18.7K | 0.00% | −3−5.3% | Reduced |
| CoreFirst Bank & Trust | 55 | $19.0K | 0.01% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 55 | $19.1K | 0.02% | +55 | New |
| Caitong International Asset Management Co., Ltd | 56 | $19.4K | 0.00% | −1,679−96.8% | Reduced |
| Align Financial, LLC | 21,112 | $21.1K | 0.01% | +21,112 | New |
| Caitlin John, LLC | 64 | $22.2K | 0.01% | −5,247−98.8% | Reduced |
| Redwood Park Advisors LLC | 64 | $22.2K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 71 | $24.0K | 0.02% | +71 | New |
| Three Bearings Fiduciary Advisors, Inc. | 73 | $24.2K | 0.02% | +73 | New |
| Wells Financial Advisors INC | 70 | $24.2K | 0.05% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 70 | $24.2K | 0.01% | 00.0% | Unchanged |
| Key Capital Management, INC | 70 | $24.2K | 0.02% | +70 | New |
| ROSS\JOHNSON & Associates LLC | 71 | $24.6K | 0.46% | +66+1,320.0% | Added |
| Thompson Investment Management, Inc. | 72 | $24.9K | 0.00% | 00.0% | Unchanged |
| Alexis Investment Partners, LLC | 72 | $24.9K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 76 | $26.4K | 0.01% | +55+261.9% | Added |
| WestEnd Advisors, LLC | 78 | $27.0K | 0.00% | −9−10.3% | Reduced |
| Longfellow Investment Management Co LLC | 83 | $28.7K | 0.01% | +9+12.2% | Added |
| Sawyer & Company, Inc | 88 | $30.5K | 0.01% | −6−6.4% | Reduced |
| NorthAvenue LLC | 90 | $31.1K | 0.03% | +90 | New |
| Miller Global Investments, LLC | 91 | $31.5K | 0.03% | +91 | New |
| JCIC Asset Management Inc. | 95 | $32.9K | 0.01% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 95 | $32.9K | 0.02% | +95 | New |
| Insight Financial Services | 100 | $34.6K | 0.02% | 00.0% | Unchanged |
| Kings Path Partners LLC | 100 | $34.6K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 100 | $34.6K | 0.02% | +100 | New |
| Your Advocates Ltd., LLP | 110 | $38.1K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 112 | $38.8K | 0.24% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 112 | $38.8K | 0.02% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 170 | $39.4K | 0.23% | +30+21.4% | Added |
| Pacific Center for Financial Services | 120 | $39.6K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 119 | $41.2K | 0.01% | −21−15.0% | Reduced |
| PayPay Securities Corp | 119 | $41.2K | 1.21% | +56+88.9% | Added |
| Navigoe, LLC | 123 | $42.0K | 0.03% | 00.0% | Unchanged |
| Merited Wealth, LLC | 123 | $42.6K | 0.04% | +123 | New |
| Cornerstone National Bank & Trust Co | 127 | $44.0K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 129 | $44.6K | 0.01% | +40+44.9% | Added |
| Camelot Portfolios, LLC | 130 | $45.0K | 0.03% | +130 | New |
| MPWM Advisory Solutions, LLC | 134 | $46.4K | 0.03% | +33+32.7% | Added |
| Fairway Wealth LLC | 135 | $46.7K | 0.01% | +81+150.0% | Added |
| HighMark Wealth Management LLC | 135 | $46.8K | 0.02% | −3−2.2% | Reduced |
| Chelsea Counsel Co | 140 | $48.5K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 140 | $48.5K | 0.01% | −25−15.2% | Reduced |
| Ransom Advisory, Ltd | 141 | $48.8K | 0.02% | +51+56.7% | Added |
| POM Investment Strategies, LLC | 143 | $49.4K | 0.03% | +76+113.4% | Added |
| Cheviot Value Management, LLC | 150 | $50.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 146 | $50.5K | 0.01% | +146 | New |
| O'Brien Wealth Partners LLC | 147 | $50.9K | 0.01% | −1−0.7% | Reduced |
| Stephenson National Bank & Trust | 152 | $52.6K | 0.02% | +70+85.4% | Added |
| Maseco LLP | 153 | $53.0K | 0.00% | +31+25.4% | Added |
| AlphaCentric Advisors LLC | 159 | $55.0K | 0.05% | +159 | New |
| Corsicana & Co. | 160 | $55.4K | 0.03% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 161 | $55.7K | 0.05% | +161 | New |
| Breakwater Investment Management | 178 | $61.6K | 0.02% | −10−5.3% | Reduced |
| Pacifica Partners Inc. | 178 | $61.9K | 0.03% | +31+21.1% | Added |
| Glynn Capital Management LLC | 179 | $62.0K | 0.02% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 190 | $65.8K | 0.03% | +190 | New |
| Eq Wealth Advisors, LLC | 190 | $65.8K | 0.04% | +190 | New |
