| IMA Wealth, Inc. | 1 | $961 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 1 | $962 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 1 | $962 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $962 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1 | $962 | 0.00% | +1 | New |
| Breakwater Investment Management | 1 | $962 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $962 | 0.00% | +1 | New |
| TopTier Wealth Management, LLC | 1 | $962 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $962 | 0.00% | +1 | New |
| Phillip James Consulting Co. | 1 | $1.00K | 0.00% | +1 | New |
| LM Advisors LLC | 984 | $1.02K | 0.02% | −238−19.5% | Reduced |
| Bare Financial Services, Inc | 2 | $1.92K | 0.00% | −1−33.3% | Reduced |
| LGT Financial Advisors LLC | 2 | $1.92K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $1.92K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 2 | $1.92K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 2 | $1.92K | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $1.92K | 0.00% | −3−60.0% | Reduced |
| Darwin Advisors, LLC | 2 | $1.97K | 0.00% | −3−60.0% | Reduced |
| PayPay Securities Corp | 2 | $2.05K | 0.07% | −1−33.3% | Reduced |
| PEAK6 LLC | 3 | $2.52K | 0.00% | −4,178−99.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 3 | $2.88K | 0.00% | −35−92.1% | Reduced |
| Hurley Capital, LLC | 3 | $2.88K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 3 | $2.88K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 3 | $2.89K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 3 | $2.89K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3 | $2.89K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 3 | $2.98K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 3 | $3.02K | 0.00% | −2−40.0% | Reduced |
| Chung Wu Investment Group, LLC | 4 | $3.85K | 0.00% | −4−50.0% | Reduced |
| WestEnd Advisors, LLC | 4 | $3.85K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 4 | $3.85K | 0.00% | +4 | New |
| Pinney & Scofield, Inc. | 4 | $3.85K | 0.00% | +4 | New |
| Maseco LLP | 4 | $3.85K | 0.00% | −263−98.5% | Reduced |
| Silicon Valley Capital Partners | 4 | $3.91K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 4 | $3.99K | 0.00% | −35−89.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 4 | $4.20K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 5 | $4.79K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 5 | $4.81K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 5 | $4.81K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 5 | $4.81K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 5 | $4.81K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 5 | $4.81K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 5 | $4.81K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 5 | $4.81K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $4.81K | 0.00% | +1+25.0% | Added |
| Legacy Wealth Managment, LLC | 5 | $4.81K | 0.00% | +5 | New |
| Investors Portfolio Services LLC | 5 | $5.21K | 0.00% | +1+25.0% | Added |
| IMG Wealth Management, Inc. | 6 | $5.77K | 0.00% | −10−62.5% | Reduced |
| Imprint Wealth LLC | 6 | $5.77K | 0.03% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 6 | $5.77K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $5.77K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 6 | $5.77K | 0.00% | +1+20.0% | Added |
| Clear Investment Research, LLC | 6 | $6.00K | 0.01% | +6 | New |
| KM Capital Management Ltd. | 6 | $6.57K | 0.00% | +6 | New |
| Park Square Financial Group, LLC | 7 | $6.73K | 0.05% | −29−80.6% | Reduced |
| Chelsea Counsel Co | 7 | $6.73K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 7 | $6.73K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 7 | $6.73K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 7 | $6.73K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 7 | $6.73K | 0.00% | −7,485−99.9% | Reduced |
| Centerpoint Advisors, LLC | 7 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 8 | $7.69K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 8 | $7.69K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 8 | $7.69K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 8 | $7.69K | 0.01% | +1+14.3% | Added |
| Creative Capital Management Investments LLC | 9 | $8.65K | 0.00% | −9−50.0% | Reduced |
| HFM Investment Advisors, LLC | 9 | $8.65K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 9 | $8.65K | 0.01% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 9 | $8.66K | 0.01% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 10 | $9.62K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 10 | $9.62K | 0.00% | +4+66.7% | Added |
| Old Point Trust & Financial Services N A | 11 | $10.6K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 11 | $10.6K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 11 | $10.6K | 0.01% | +10+1,000.0% | Added |
| Midwest Capital Advisors, LLC | 11 | $10.6K | 0.00% | +11 | New |
| Retiremitten Financial LLC | 11 | $10.6K | 0.01% | +11 | New |
| Vision Retirement, LLC | 11 | $10.8K | 0.00% | −5−31.3% | Reduced |
| Birchbrook, Inc. | 12 | $11.5K | 0.01% | −17−58.6% | Reduced |
| Access Investment Management LLC | 12 | $11.5K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 12 | $11.5K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 12 | $11.5K | 0.01% | +1+9.1% | Added |
| Cornerstone Financial Management LLC | 12 | $11.5K | 0.01% | +2+20.0% | Added |
| Harbor Asset Planning, Inc. | 12 | $11.7K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $12.5K | 0.00% | +4+44.4% | Added |
| Westend Capital Management, LLC | 13 | $12.5K | 0.00% | +5+62.5% | Added |
| Main Street Group, LTD | 13 | $12.5K | 0.00% | +13 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 14 | $13.5K | 0.01% | +13+1,300.0% | Added |
| Osbon Capital Management LLC | 15 | $14.0K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 15 | $14.4K | 0.01% | +15 | New |
| VSM Wealth Advisory, LLC | 16 | $15.4K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 17 | $16.3K | 0.01% | −1−5.6% | Reduced |
| JDM Financial Group LLC | 17 | $16.3K | 0.01% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 17 | $16.3K | 0.02% | 00.0% | Unchanged |
| Burk Holdings LLC | 17 | $16.3K | 0.01% | +17 | New |
| Atomic Invest LLC | 18 | $16.4K | 0.01% | +1+5.9% | Added |
| Whipplewood Advisors, LLC | 18 | $17.3K | 0.01% | +17+1,700.0% | Added |
| Napier Financial, LLC | 18 | $17.3K | 0.00% | +18 | New |
| N.E.W. Advisory Services LLC | 18 | $17.5K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 19 | $18.5K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 20 | $19.2K | 0.01% | 00.0% | Unchanged |