| Wealth Enhancement Advisory Services, LLC | 1,319,140 | $0 | 0.00% | −6,760,351−83.7% | Reduced |
| Merkkuri Wealth Advisors LLC | 0 | $70 | 0.00% | 0 | New |
| USA Financial Portformulas Corp | 1 | $310 | 0.00% | −4,071−100.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 4 | $1.24K | 0.00% | −52−92.9% | Reduced |
| ROSS\JOHNSON & Associates LLC | 5 | $1.55K | 0.03% | −66−93.0% | Reduced |
| Stance Capital LLC | 6 | $1.86K | 0.00% | +6 | New |
| Navigoe, LLC | 8 | $2.00K | 0.00% | −115−93.5% | Reduced |
| NFJ Investment Group, LLC | 7 | $2.17K | 0.00% | +7 | New |
| MBM Wealth Consultants, LLC | 8 | $2.48K | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $3.10K | 0.00% | −46,200−100.0% | Reduced |
| Minot DeBlois Advisors LLC | 10 | $3.10K | 0.00% | −5−33.3% | Reduced |
| Beacon Capital Management, Inc. | 10 | $3.10K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 10 | $3.10K | 0.00% | +10 | New |
| St. Johns Investment Management Company, LLC | 10 | $3.16K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 11 | $3.40K | 0.06% | +11 | New |
| Dougherty Wealth Advisers LLC | 13 | $4.02K | 0.00% | 00.0% | Unchanged |
| Midway Capital Research & Management | 14 | $4.33K | 0.00% | +14 | New |
| 3 Factor Indexing, LLC | 14 | $4.33K | 0.00% | +14 | New |
| CoreFirst Bank & Trust | 15 | $4.64K | 0.00% | −40−72.7% | Reduced |
| Arcadia Investment Advisors LLC | 16 | $4.95K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 17 | $5.26K | 0.00% | +2+13.3% | Added |
| KM Capital Management Ltd. | 14 | $5.83K | 0.00% | +14 | New |
| Capital Advisor Network LLC | 22 | $6.81K | 0.01% | +22 | New |
| Financial Connections Group, Inc. | 25 | $7.00K | 0.00% | +25 | New |
| Cypress Capital Management LLC (WY) | 27 | $8.36K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 27 | $8.36K | 0.01% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 29 | $8.98K | 0.01% | +29 | New |
| Bradley & Co. Private Wealth Management, LLC | 30 | $9.29K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 33 | $10.2K | 0.00% | +33 | New |
| Benson Wealth Management INC | 34 | $10.5K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 35 | $10.8K | 0.01% | −108−75.5% | Reduced |
| Philadelphia Investment Partners, LLC | 35 | $10.9K | 0.01% | +35 | New |
| Graney & King, LLC | 37 | $11.5K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 38 | $11.8K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 39 | $12.1K | 0.01% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 40 | $12.4K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 41 | $12.7K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 42 | $13.0K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 44 | $13.0K | 0.01% | +44 | New |
| Park Square Financial Group, LLC | 44 | $13.6K | 0.10% | −126−74.1% | Reduced |
| Tacita Capital Inc | 45 | $13.9K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 47 | $14.5K | 0.00% | −7−13.0% | Reduced |
| Turim 21 Investimentos Ltda. | 50 | $15.5K | 0.00% | −1−2.0% | Reduced |
| Horizons Wealth Management | 50 | $15.5K | 0.01% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 50 | $15.5K | 0.00% | +50 | New |
| Evelyn Partners Asset Management Ltd | 51 | $15.8K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 51 | $15.8K | 0.01% | +11+27.5% | Added |
| Gilpin Wealth Management, LLC | 51 | $15.8K | 0.01% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 52 | $16.2K | 0.01% | −12−18.8% | Reduced |
| Prudent Man Investment Management, Inc. | 47 | $16.3K | 0.01% | −2−4.1% | Reduced |
| Caitlin John, LLC | 53 | $16.4K | 0.01% | −11−17.2% | Reduced |
| LM Advisors LLC | 5,122 | $16.6K | 0.33% | −380−6.9% | Reduced |
| Pinney & Scofield, Inc. | 55 | $17.0K | 0.01% | +55 | New |
| Transce3nd, LLC | 56 | $17.3K | 0.15% | +3+5.7% | Added |
| Main Street Group, LTD | 58 | $18.0K | 0.01% | +58 | New |
| Strategic Wealth Advisors LLC | 61 | $18.0K | 0.01% | −10−14.1% | Reduced |
| Investors Portfolio Services LLC | 54 | $18.3K | 0.02% | −1−1.8% | Reduced |
| Thompson Investment Management, Inc. | 60 | $18.6K | 0.00% | −12−16.7% | Reduced |
| Capital & Planning, LLC | 65 | $20.1K | 0.01% | +65 | New |
| Align Financial, LLC | 67 | $20.7K | 0.01% | −21,045−99.7% | Reduced |
| Lummis Asset Management, LP | 70 | $21.7K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 72 | $22.3K | 0.01% | +72 | New |
| Three Bearings Fiduciary Advisors, Inc. | 73 | $22.6K | 0.02% | 00.0% | Unchanged |
| Entrust Financial LLC | 75 | $23.1K | 0.02% | +24+47.1% | Added |
| Friedenthal Financial | 77 | $23.8K | 0.01% | −2,710−97.2% | Reduced |
| WestEnd Advisors, LLC | 78 | $24.1K | 0.00% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 80 | $24.8K | 0.01% | +80 | New |
| Longfellow Investment Management Co LLC | 83 | $25.7K | 0.01% | 00.0% | Unchanged |
| Networth Advisors, LLC | 84 | $26.0K | 0.02% | +71+546.2% | Added |
| Corsicana & Co. | 160 | $26.8K | 0.02% | 00.0% | Unchanged |
| NorthAvenue LLC | 90 | $27.9K | 0.02% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 95 | $29.4K | 0.01% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 95 | $29.4K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 97 | $30.1K | 0.01% | +67+223.3% | Added |
| Insight Financial Services | 100 | $31.0K | 0.02% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 100 | $31.0K | 0.04% | +100 | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 100 | $31.0K | 0.14% | +100 | New |
| Prism Planning Partners LLC | 101 | $31.2K | 0.04% | −1,179−92.1% | Reduced |
| PayPay Securities Corp | 83 | $33.1K | 1.15% | −36−30.3% | Reduced |
| Your Advocates Ltd., LLP | 110 | $34.0K | 0.01% | 00.0% | Unchanged |
| Lam Group, Inc. | 110 | $34.0K | 0.02% | +110 | New |
| Carolina Wealth Advisors, LLC | 111 | $34.4K | 0.01% | +98+753.8% | Added |
| LGT Financial Advisors LLC | 112 | $34.7K | 0.18% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 112 | $34.7K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 129 | $39.9K | 0.01% | +9+7.5% | Added |
| Flagship Wealth Advisors, LLC | 149 | $41.1K | 0.02% | −99−39.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 133 | $41.2K | 0.01% | +4+3.1% | Added |
| Retiremitten Financial LLC | 133 | $41.2K | 0.02% | +133 | New |
| Chelsea Counsel Co | 140 | $43.3K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 140 | $43.4K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 145 | $44.9K | 0.20% | −95−39.6% | Reduced |
| Stone House Investment Management, LLC | 147 | $45.5K | 0.01% | +28+23.5% | Added |
| Cheviot Value Management, LLC | 150 | $46.4K | 0.00% | 00.0% | Unchanged |
| Avenir Tech Ltd | 150 | $46.4K | 0.01% | +150 | New |
| Barrett & Company, Inc. | 153 | $47.4K | 0.02% | −565−78.7% | Reduced |
| Hamrick Investment Counsel, llc | 155 | $48.0K | 0.03% | +120+342.9% | Added |
| Key Capital Management, INC | 163 | $50.5K | 0.03% | +93+132.9% | Added |
| Godfrey Financial Associates, Inc. | 164 | $50.8K | 0.04% | +3+1.9% | Added |
| Cornerstone National Bank & Trust Co | 164 | $51.4K | 0.02% | +37+29.1% | Added |
| Hoese & Co LLP | 170 | $52.6K | 0.04% | −26−13.3% | Reduced |
