| NorthAvenue LLC | 1 | $201 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1 | $201 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $201 | 0.00% | +1 | New |
| Investors Portfolio Services LLC | 2 | $401 | 0.00% | −6−75.0% | Reduced |
| 3 Factor Indexing, LLC | 2 | $402 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 2 | $492 | 0.00% | +2 | New |
| Stone House Investment Management, LLC | 3 | $602 | 0.00% | +2+200.0% | Added |
| Morton Brown Family Wealth, LLC | 3 | $602 | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 4 | $803 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Copeland Capital Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bayban | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Mascoma Wealth Management LLC | 6 | $1.20K | 0.00% | −49−89.1% | Reduced |
| Strengthening Families & Communities, LLC | 6 | $1.20K | 0.00% | +6 | New |
| Mosley Wealth Management | 6 | $1.20K | 0.00% | +6 | New |
| Kings Path Partners LLC | 6 | $1.20K | 0.00% | +6 | New |
| Quest 10 Wealth Builders, Inc. | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 7 | $1.40K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 7 | $1.40K | 0.00% | +7 | New |
| Seneschal Advisors, LLC | 8 | $1.60K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 8 | $1.60K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 9 | $1.81K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 9 | $1.81K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 9 | $1.81K | 0.00% | +9 | New |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $2.01K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 11 | $2.21K | 0.00% | +1+10.0% | Added |
| Keb Asset Management, LLC | 11 | $2.21K | 0.00% | +11 | New |
| Halbert Hargrove Global Advisors, LLC | 11 | $2.21K | 0.00% | +11 | New |
| MPWM Advisory Solutions, LLC | 12 | $2.41K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 12 | $2.41K | 0.00% | +12 | New |
| Retirement Wealth Solutions LLC | 12 | $2.41K | 0.00% | +12 | New |
| PayPay Securities Corp | 13 | $2.61K | 0.10% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 14 | $2.81K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 15 | $3.01K | 0.00% | +15 | New |
| Oakmont Advisory Group, LLC | 16 | $3.15K | 0.00% | +16 | New |
| Atomic Invest LLC | 16 | $3.20K | 0.00% | −35−68.6% | Reduced |
| Investors Research Corp | 17 | $3.41K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 18 | $3.61K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 21 | $4.21K | 0.00% | +21 | New |
| Granite FO LLC | 22 | $4.41K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 22 | $4.41K | 0.00% | +1+4.8% | Added |
| Miller Wealth Advisors, LLC | 22 | $4.47K | 0.00% | +22 | New |
| Hurley Capital, LLC | 23 | $4.68K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 24 | $4.82K | 0.00% | 00.0% | Unchanged |
| Anchor Bay Capital, Inc. | 22 | $4.86K | 0.00% | +22 | New |
| Insight Financial Services | 25 | $5.01K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $5.02K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $5.02K | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 25 | $5.02K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 25 | $5.04K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 26 | $5.26K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 26 | $5.33K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 27 | $5.42K | 0.00% | +7+35.0% | Added |
| Quaker Wealth Management, LLC | 27 | $5.42K | 0.00% | +8+42.1% | Added |
| Gleason Group, Inc. | 27 | $5.42K | 0.00% | +27 | New |
| Darwin Advisors, LLC | 29 | $5.88K | 0.00% | +1+3.6% | Added |
| Abound Wealth Management | 29 | $5.91K | 0.00% | −112−79.4% | Reduced |
| Creative Capital Management Investments LLC | 31 | $6.22K | 0.00% | +31 | New |
| PFS Partners, LLC | 31 | $6.22K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 33 | $6.62K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 33 | $6.76K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 34 | $6.84K | 0.00% | +16+88.9% | Added |
| Coastline Trust Co | 36 | $7.22K | 0.00% | +22+157.1% | Added |
| LifeSteps Financial, Inc. | 36 | $7.22K | 0.00% | +36 | New |
| Vision Financial Markets LLC | 36 | $7.30K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 37 | $7.42K | 0.00% | −8−17.8% | Reduced |
| Fortis Group Advisors, LLC | 38 | $7.62K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 39 | $7.83K | 0.00% | +39 | New |
| Addison Advisors LLC | 40 | $8.03K | 0.00% | −634−94.1% | Reduced |
| Tidemark, LLC | 40 | $8.03K | 0.00% | +2+5.3% | Added |
| TD Capital Management LLC | 41 | $8.15K | 0.00% | +1+2.5% | Added |
| Vision Retirement, LLC | 41 | $8.22K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 41 | $8.22K | 0.00% | +41 | New |
| Ritter Daniher Financial Advisory LLC | 42 | $8.37K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 46 | $9.23K | 0.00% | −5,315−99.1% | Reduced |
| JNBA Financial Advisors | 46 | $9.23K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 46 | $9.23K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 47 | $9.43K | 0.00% | −41−46.6% | Reduced |
| Burk Holdings LLC | 49 | $9.83K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 49 | $9.83K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 50 | $9.98K | 0.00% | −25−33.3% | Reduced |
| Chesapeake Asset Management LLC | 50 | $10.0K | 0.01% | +50 | New |
| Highland Investment Advisors LLC | 52 | $10.4K | 0.00% | +52 | New |
| Caldwell Sutter Capital, Inc. | 52 | $10.4K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 52 | $10.4K | 0.00% | +17+48.6% | Added |
| Principia Wealth Advisory, LLC | 53 | $10.6K | 0.01% | +14+35.9% | Added |
| Buck Wealth Strategies, LLC | 53 | $10.6K | 0.00% | +53 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 54 | $10.8K | 0.00% | −138−71.9% | Reduced |
| Tounjian Advisory Partners, LLC | 54 | $10.8K | 0.00% | +54 | New |
| Provenance Wealth Advisors, LLC | 56 | $11.2K | 0.00% | +32+133.3% | Added |
| Hughes Financial Services, LLC | 59 | $11.8K | 0.00% | −205−77.7% | Reduced |
| Lodestone Wealth Management LLC | 61 | $12.2K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 61 | $12.2K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 61 | $12.2K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 61 | $12.2K | 0.00% | +61 | New |
| IMG Wealth Management, Inc. | 63 | $12.6K | 0.01% | −28−30.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 64 | $12.8K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 65 | $13.1K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 67 | $13.4K | 0.00% | −24−26.4% | Reduced |