| Evolution Wealth Management Inc. | 1 | $332 | 0.00% | +1 | New |
| Comprehensive Financial Planning, Inc. | 1 | $335 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 1 | $370 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 2 | $657 | 0.00% | +2 | New |
| New Millennium Group LLC | 2 | $664 | 0.00% | +2 | New |
| Breakwater Investment Management | 3 | $997 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 3 | $999 | 0.00% | +3 | New |
| Bridge Generations Wealth Management LLC | 4 | $1.33K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $1.33K | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 5 | $1.66K | 0.00% | −26−83.9% | Reduced |
| Hara Capital LLC | 5 | $1.66K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 6 | $1.99K | 0.00% | +6 | New |
| Copia Wealth Management | 7 | $2.33K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 7 | $2.33K | 0.00% | +7 | New |
| Hurley Capital, LLC | 8 | $2.66K | 0.00% | −49−86.0% | Reduced |
| Perritt Capital Management Inc | 10 | $3.32K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 10 | $3.39K | 0.00% | −10−50.0% | Reduced |
| Winch Advisory Services, LLC | 10 | $3.46K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 11 | $3.65K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 11 | $3.65K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 12 | $3.96K | 0.14% | +2+20.0% | Added |
| WestEnd Advisors, LLC | 13 | $4.32K | 0.00% | +1+8.3% | Added |
| Winnow Wealth LLC | 13 | $4.33K | 0.00% | +13 | New |
| Bear Mountain Capital, Inc. | 14 | $4.83K | 0.00% | +4+40.0% | Added |
| HFM Investment Advisors, LLC | 15 | $4.98K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 15 | $4.98K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 16 | $5.32K | 0.00% | +7+77.8% | Added |
| Cedar Mountain Advisors, LLC | 17 | $5.65K | 0.00% | +17 | New |
| Davis Capital Management | 18 | $5.98K | 0.00% | +18 | New |
| Redwood Park Advisors LLC | 18 | $5.99K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 20 | $6.64K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 20 | $6.64K | 0.00% | +20 | New |
| Mark Sheptoff Financial Planning, LLC | 21 | $6.97K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 21 | $6.97K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $6.97K | 0.00% | +3+16.7% | Added |
| Corsicana & Co. | 21 | $6.97K | 0.00% | +21 | New |
| Luken Investment Analytics, LLC | 22 | $7.31K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 22 | $7.31K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 23 | $7.64K | 0.00% | −1−4.2% | Reduced |
| Caitlin John, LLC | 24 | $7.81K | 0.01% | +24 | New |
| Horizon Financial Services, LLC | 24 | $7.97K | 0.00% | +24 | New |
| Intelligent Financial Strategies | 25 | $8.30K | 0.00% | −169−87.1% | Reduced |
| LGT Financial Advisors LLC | 27 | $8.97K | 0.02% | 00.0% | Unchanged |
| Aviso Financial Inc. | 27 | $8.97K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 27 | $8.97K | 0.00% | +27 | New |
| TSFG, LLC | 28 | $9.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 28 | $9.30K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 29 | $9.63K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 29 | $9.63K | 0.00% | +29 | New |
| Operose Advisors LLC | 30 | $9.96K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 32 | $10.6K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 33 | $11.0K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 35 | $11.6K | 0.00% | +35 | New |
| Essential Partners LLC | 35 | $11.6K | 0.00% | +3+9.4% | Added |
| Roble, Belko & Company, Inc | 37 | $12.0K | 0.00% | +35+1,750.0% | Added |
| Davidson Capital Management Inc. | 37 | $12.3K | 0.00% | +37 | New |
| Nalls Sherbakoff Group, LLC | 38 | $12.6K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 38 | $12.6K | 0.00% | +38 | New |
| Valued Wealth Advisors LLC | 39 | $13.0K | 0.01% | +6+18.2% | Added |
| Morton Brown Family Wealth, LLC | 40 | $13.3K | 0.00% | −8−16.7% | Reduced |
| HighMark Wealth Management LLC | 43 | $14.3K | 0.01% | −20−31.7% | Reduced |
| YANKCOM Partnership | 43 | $14.3K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 44 | $14.6K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 44 | $14.6K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 44 | $14.7K | 0.00% | +2+4.8% | Added |
| Binnacle Investments Inc | 46 | $15.3K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 47 | $15.6K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 48 | $16.0K | 0.00% | +3+6.7% | Added |
| Bare Financial Services, Inc | 49 | $16.3K | 0.00% | +12+32.4% | Added |
| ESL Trust Services, LLC | 50 | $16.6K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 50 | $16.6K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 51 | $17.1K | 0.01% | +51 | New |
| DiNuzzo Private Wealth, Inc. | 52 | $17.2K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 55 | $18.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 56 | $18.6K | 0.00% | +56 | New |
| Prudent Man Investment Management, Inc. | 64 | $19.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 58 | $19.3K | 0.00% | +58 | New |
| Rogco, LP | 60 | $19.9K | 0.01% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 61 | $20.0K | 0.04% | 00.0% | Unchanged |
| First United Bank Trust | 65 | $21.6K | 0.01% | +40+160.0% | Added |
| Pacifica Partners Inc. | 68 | $22.3K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 68 | $22.6K | 0.01% | +23+51.1% | Added |
| Cloud Capital Management, LLC | 70 | $23.0K | 0.01% | +70 | New |
| Dogwood Wealth Management LLC | 70 | $23.3K | 0.01% | +4+6.1% | Added |
| Imprint Wealth LLC | 72 | $23.9K | 0.08% | +72 | New |
| Estabrook Capital Management | 74 | $24.6K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 76 | $25.2K | 0.00% | +46+153.3% | Added |
| Cape Investment Advisory, Inc. | 79 | $26.2K | 0.03% | −423−84.3% | Reduced |
| Hoese & Co LLP | 80 | $26.6K | 0.02% | −200−71.4% | Reduced |
| Manning & Napier Advisors LLC | 81 | $26.9K | 0.00% | +81 | New |
| Access Investment Management LLC | 82 | $27.2K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 82 | $27.2K | 0.01% | +6+7.9% | Added |
| Measured Wealth Private Client Group, LLC | 83 | $27.6K | 0.01% | +83 | New |
| Guerra Advisors Inc | 84 | $27.9K | 0.01% | +84 | New |
| Halbert Hargrove Global Advisors, LLC | 87 | $28.9K | 0.00% | +59+210.7% | Added |
| TruNorth Capital Management, LLC | 89 | $29.6K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 89 | $29.6K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 97 | $32.2K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 100 | $33.2K | 0.01% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 100 | $33.2K | 0.63% | 00.0% | Unchanged |