| Holos Integrated Wealth LLC | 1 | $453 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 3 | $1.36K | 0.00% | 00.0% | Unchanged |
| DRH Investments, Inc. | 3 | $1.36K | 0.00% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 630,146 | $1.39K | 0.04% | +628,756+45,234.2% | Added |
| PEAK6 LLC | 3 | $1.53K | 0.00% | +3 | New |
| FLP Wealth Management, LLC | 4 | $1.81K | 0.00% | +4 | New |
| ROSS\JOHNSON & Associates LLC | 4 | $1.81K | 0.04% | +4 | New |
| LFA - Lugano Financial Advisors SA | 10 | $4.53K | 0.00% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 10 | $4.53K | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 10 | $4.53K | 0.00% | +10 | New |
| NBC Securities, Inc. | 10 | $4.94K | 0.45% | −11,005−99.9% | Reduced |
| WestEnd Advisors, LLC | 17 | $7.71K | 0.00% | +3+21.4% | Added |
| Midwest Capital Advisors, LLC | 18 | $8.16K | 0.01% | +18 | New |
| Clal Insurance Enterprises Holdings Ltd | 20 | $9.00K | 0.00% | +20 | New |
| Catherine Avery Investment Management LLC | 22 | $9.97K | 0.01% | +22 | New |
| Birch Capital Management, LLC | 25 | $11.3K | 0.01% | −7−21.9% | Reduced |
| Caitlin John, LLC | 27 | $12.2K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 30 | $13.6K | 0.01% | 00.0% | Unchanged |
| Stance Capital LLC | 35 | $15.9K | 0.01% | +35 | New |
| Collier Financial | 36 | $16.3K | 0.01% | +36 | New |
| Ravenstone Capital Management Inc. | 38 | $17.2K | 0.01% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 18,702 | $18.7K | 0.01% | +18,702 | New |
| Fiduciary Counselling Inc | 42 | $19.0K | 0.05% | +42 | New |
| PayPay Securities Corp | 43 | $19.5K | 0.85% | −2−4.4% | Reduced |
| Altshuler Shaham Ltd | 46 | $20.9K | 0.00% | +1+2.2% | Added |
| Transamerica Financial Advisors, Inc. | 46 | $21.0K | 0.00% | −1−2.1% | Reduced |
| Navigoe, LLC | 50 | $22.0K | 0.02% | +50 | New |
| HGK Asset Management Inc | 50 | $22.7K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 55 | $24.9K | 0.13% | +55 | New |
| Wiser Advisor Group LLC | 58 | $26.3K | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 59 | $26.7K | 0.01% | −68−53.5% | Reduced |
| Northwest Bank & Trust Co | 56 | $27.0K | 0.02% | −50−47.2% | Reduced |
| Horizon Financial Services, LLC | 64 | $28.9K | 0.02% | +5+8.5% | Added |
| Nova Wealth Management, Inc. | 70 | $31.7K | 0.03% | +70 | New |
| Capital A Wealth Management, LLC | 74 | $33.5K | 0.06% | +74 | New |
| Essex Investment Management Co LLC | 76 | $34.4K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 77 | $34.9K | 0.03% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 84 | $38.1K | 0.02% | +84 | New |
| Winnow Wealth LLC | 89 | $39.2K | 0.04% | +89 | New |
| Stuart Chaussee & Associates, Inc. | 87 | $39.4K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 87 | $39.4K | 0.02% | +22+33.8% | Added |
| New Wave Wealth Advisors LLC | 88 | $39.9K | 0.02% | +88 | New |
| Wolff Wiese Magana LLC | 92 | $41.7K | 0.03% | −20−17.9% | Reduced |
| Mountain Hill Investment Partners Corp. | 92 | $41.7K | 0.04% | +92 | New |
| IMG Wealth Management, Inc. | 95 | $43.1K | 0.04% | +95 | New |
| Bray Capital Advisors | 97 | $44.0K | 0.01% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 100 | $45.0K | 0.04% | +100 | New |
| Capco Asset Management, LLC | 100 | $45.3K | 0.01% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 100 | $45.3K | 0.03% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 100 | $45.3K | 0.04% | +100 | New |
| Kieckhefer Group LLC | 100 | $45.3K | 0.03% | +100 | New |
| Redwood Park Advisors LLC | 110 | $49.9K | 0.04% | +110 | New |
| MeadowBrook Investment Advisors LLC | 111 | $50.3K | 0.04% | 00.0% | Unchanged |
| WPG Advisers, LLC | 111 | $50.3K | 0.05% | +111 | New |
| Turim 21 Investimentos Ltda. | 109 | $51.1K | 0.01% | +109 | New |
| Sugar Maple Asset Management, LLC | 113 | $51.2K | 0.04% | +113 | New |
| Chesapeake Asset Management LLC | 114 | $51.7K | 0.05% | −45−28.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 114 | $51.7K | 0.05% | +114 | New |
| Accordant Advisory Group Inc | 115 | $52.1K | 0.05% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 124 | $56.2K | 0.04% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 125 | $56.7K | 0.02% | +15+13.6% | Added |
| Harbor Capital Advisors, Inc. | 128 | $58.0K | 0.00% | −6−4.5% | Reduced |
| Innovative Advisory Group, LLC | 129 | $58.5K | 0.05% | +129 | New |
| Tributary Capital Management, LLC | 149 | $67.5K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 151 | $68.4K | 0.02% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 165 | $74.8K | 0.00% | +165 | New |
| Grayhawk Investment Strategies Inc. | 170 | $77.1K | 0.15% | −600−77.9% | Reduced |
| Gables Capital Management Inc. | 170 | $77.1K | 0.04% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 180 | $81.6K | 0.03% | +180 | New |
| WealthTrak Capital Management LLC | 180 | $81.6K | 0.07% | +180 | New |
| PMV Capital Advisers, LLC | 181 | $82.0K | 0.22% | +181 | New |
| Luken Investment Analytics, LLC | 184 | $83.4K | 0.04% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 184 | $83.4K | 0.02% | +47+34.3% | Added |
| Safe Harbor Fiduciary, LLC | 185 | $83.9K | 0.09% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 186 | $84.3K | 0.02% | −287−60.7% | Reduced |
| Richardson Capital Management LLC | 191 | $86.6K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 191 | $87.0K | 0.03% | −11−5.4% | Reduced |
| Christopher J. Hasenberg, Inc | 192 | $87.0K | 0.04% | 00.0% | Unchanged |
| Silicon Valley Community Foundation | 193 | $87.5K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 194 | $87.9K | 0.04% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 200 | $90.7K | 0.04% | 00.0% | Unchanged |
| NewSquare Capital LLC | 201 | $91.1K | 0.01% | +81+67.5% | Added |
| Westend Capital Management, LLC | 209 | $94.7K | 0.03% | 00.0% | Unchanged |
| Robinswood Financial LLC | 211 | $95.6K | 0.04% | 00.0% | Unchanged |
| Park Circle Co | 212 | $96.1K | 0.09% | +212 | New |
| Newton One Investments LLC | 217 | $98.4K | 0.04% | +217 | New |
| Principia Wealth Advisory, LLC | 219 | $99.3K | 0.09% | +219 | New |
| Retirement Wealth Solutions LLC | 236 | $104.5K | 0.09% | +236 | New |
| Richard W. Paul & Associates, LLC | 233 | $105.6K | 0.04% | −2−0.9% | Reduced |
| Dogwood Wealth Management LLC | 236 | $107.0K | 0.06% | +226+2,260.0% | Added |
| Reyes Financial Architecture, Inc. | 238 | $107.9K | 0.08% | +238 | New |
| Dougherty Wealth Advisers LLC | 242 | $109.7K | 0.09% | −6−2.4% | Reduced |
| Valued Wealth Advisors LLC | 247 | $112.0K | 0.07% | +4+1.6% | Added |
| True Wealth Design, LLC | 250 | $113.3K | 0.04% | +16+6.8% | Added |
| MRP Capital Investments, LLC | 250 | $113.3K | 0.10% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 250 | $113.3K | 0.05% | +250 | New |
| Darwin Advisors, LLC | 253 | $114.7K | 0.04% | −351−58.1% | Reduced |
| Standard Family Office LLC | 256 | $116.0K | 0.14% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 257 | $116.5K | 0.07% | +257 | New |
| SIMA Wealth Partners, LLC | 257 | $116.5K | 0.10% | −17−6.2% | Reduced |
