| Lazard Asset Management LLC | 4 | $0 | 0.00% | −12,320−100.0% | Reduced |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| St. Johns Investment Management Company, LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $244 | 0.00% | −1−50.0% | Reduced |
| Delos Wealth Advisors, LLC | 1 | $244 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $244 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1 | $244 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1 | $271 | 0.00% | −103−99.0% | Reduced |
| Sofos Investments, Inc. | 0 | $302 | 0.00% | −38−100.0% | Reduced |
| WealthCollab, LLC | 2 | $488 | 0.00% | +2 | New |
| LM Advisors LLC | 2 | $604 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $732 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3 | $732 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $975 | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 6 | $1.46K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 7 | $1.71K | 0.00% | −7−50.0% | Reduced |
| Global Financial Private Client, LLC | 7 | $1.71K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 8 | $1.95K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $2.00K | 0.00% | −15−65.2% | Reduced |
| Financial Perspectives, Inc | 9 | $2.19K | 0.00% | +9 | New |
| Creative Financial Designs Inc | 10 | $2.44K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 11 | $2.68K | 0.00% | −283−96.3% | Reduced |
| Aspect Partners, LLC | 11 | $2.68K | 0.00% | +11 | New |
| Impact Partnership Wealth, LLC | 11 | $2.69K | 0.00% | −79−87.8% | Reduced |
| Tyler-Stone Wealth Management | 12 | $2.93K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 11 | $3.00K | 0.00% | +11 | New |
| Long Island Wealth Management, Inc. | 13 | $3.00K | 0.00% | +13 | New |
| Raleigh Capital Management Inc. | 13 | $3.17K | 0.00% | +13 | New |
| ZRC Wealth Management, LLC | 13 | $3.36K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 14 | $3.41K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 14 | $3.41K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 14 | $3.41K | 0.00% | +14 | New |
| Chilton Capital Management LLC | 15 | $3.66K | 0.00% | +15 | New |
| Winch Advisory Services, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $4.61K | 0.00% | +19 | New |
| West Branch Capital LLC | 20 | $4.88K | 0.00% | −24−54.5% | Reduced |
| Trust Co | 20 | $4.88K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 23 | $5.00K | 0.00% | −73−76.0% | Reduced |
| Financial Management Professionals, Inc. | 20 | $5.00K | 0.00% | −17−45.9% | Reduced |
| Financial Avengers, Inc. | 21 | $5.11K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $5.12K | 0.00% | −5−19.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 21 | $5.12K | 0.00% | +21 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 21 | $5.12K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 23 | $5.56K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 23 | $5.61K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 23 | $5.72K | 0.00% | +23 | New |
| Independence Bank of Kentucky | 25 | $6.10K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 25 | $6.10K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 29 | $7.07K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 29 | $7.14K | 0.01% | +29 | New |
| Bell Investment Advisors, Inc | 30 | $7.32K | 0.00% | −15−33.3% | Reduced |
| Lowe Wealth Advisors, LLC | 30 | $7.32K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 30 | $7.32K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 30 | $7.32K | 0.00% | +30 | New |
| Mark Sheptoff Financial Planning, LLC | 31 | $7.56K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 31 | $7.64K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 34 | $8.29K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 35 | $8.53K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 36 | $8.78K | 0.01% | +36 | New |
| Beacon Capital Management, LLC | 35 | $9.05K | 0.00% | −11−23.9% | Reduced |
| PSI Advisors, LLC | 38 | $9.27K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 38 | $9.27K | 0.00% | +38 | New |
| Barrett & Company, Inc. | 40 | $9.75K | 0.01% | −29−42.0% | Reduced |
| Frank, Rimerman Advisors LLC | 41 | $10.0K | 0.00% | +41 | New |
| Birchbrook, Inc. | 41 | $10.0K | 0.01% | +41 | New |
| EdgeRock Capital LLC | 43 | $10.2K | 0.01% | +43 | New |
| Optimum Investment Advisors | 42 | $10.2K | 0.01% | −118−73.8% | Reduced |
| ClariVest Asset Management LLC | 44 | $10.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 44 | $10.7K | 0.00% | +29+193.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 44 | $10.7K | 0.02% | +44 | New |
| New Millennium Group LLC | 46 | $11.3K | 0.01% | −130−73.9% | Reduced |
| Raffa Wealth Management, LLC | 48 | $11.7K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 48 | $11.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $11.9K | 0.01% | +49 | New |
| Spotlight Asset Group, Inc. | 47 | $12.2K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 50 | $12.2K | 0.00% | −89−64.0% | Reduced |
| Able Wealth Management LLC | 52 | $12.7K | 0.01% | +52 | New |
| VisionPoint Advisory Group, LLC | 58 | $14.1K | 0.01% | +24+70.6% | Added |
| Thompson Investment Management, Inc. | 59 | $14.4K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 59 | $14.4K | 0.00% | +59 | New |
| PFS Partners, LLC | 60 | $14.6K | 0.01% | +1+1.7% | Added |
| Armstrong Advisory Group, Inc | 64 | $15.6K | 0.00% | +3+4.9% | Added |
| Tennessee Valley Asset Management Partners | 65 | $15.8K | 0.00% | +65 | New |
| Kelly Financial Services LLC | 65 | $15.9K | 0.01% | −1−1.5% | Reduced |
| Wetzel Investment Advisors, Inc. | 67 | $16.0K | 0.01% | +67 | New |
| Legend Financial Advisors, Inc. | 66 | $16.1K | 0.01% | +12+22.2% | Added |
| Kozak & Associates, Inc. | 74 | $17.5K | 0.01% | −21−22.1% | Reduced |
| Coppell Advisory Solutions LLC | 72 | $17.6K | 0.00% | +4+5.9% | Added |
| Live Oak Investment Partners | – | $18.3K | 0.02% | – | – |
| Centennial Bank | 80 | $19.5K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 84 | $20.5K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 85 | $21.0K | 0.01% | +1+1.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 90 | $21.9K | 0.01% | +90 | New |
| O'Dell Group, LLC | 91 | $22.1K | 0.01% | +91 | New |
| Foster Dykema Cabot & Partners, LLC | 91 | $22.2K | 0.00% | +91 | New |
| Richardson Financial Services Inc. | 91 | $22.2K | 0.02% | +91 | New |
| Kayne Anderson Rudnick Investment Management LLC | 91 | $22.4K | 0.00% | +5+5.8% | Added |
| Tucker Asset Management LLC | 93 | $22.7K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 93 | $23.0K | 0.00% | +4+4.5% | Added |