| Dogwood Wealth Management LLC | 0 | $16 | 0.00% | 0 | Unchanged |
| West Branch Capital LLC | 0 | $122 | 0.00% | −128−100.0% | Reduced |
| Proffitt & Goodson Inc | 1 | $418 | 0.00% | +1 | New |
| Mattson Financial Services, LLC | 2 | $747 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 2 | $754 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2 | $834 | 0.00% | +2 | New |
| Horizon Financial Services, LLC | 2 | $835 | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 2 | $835 | 0.00% | +2 | New |
| Optiver Holding B.V. | 2 | $835 | 0.00% | +2 | New |
| JDM Financial Group LLC | 2 | $835 | 0.00% | +2 | New |
| Granite FO LLC | 2 | $835 | 0.00% | +2 | New |
| Safe Harbor Fiduciary, LLC | 2 | $835 | 0.00% | +2 | New |
| FPC Investment Advisory, Inc. | 3 | $1.22K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 3 | $1.25K | 0.00% | +3 | New |
| Foster Dykema Cabot & Partners, LLC | 3 | $1.26K | 0.00% | +3 | New |
| Ruedi Wealth Management, Inc. | 4 | $1.67K | 0.00% | −3−42.9% | Reduced |
| Strengthening Families & Communities, LLC | 4 | $1.67K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 4 | $1.67K | 0.00% | +4 | New |
| Riggs Asset Managment Co. Inc. | 4 | $1.67K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 4 | $1.69K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 854,484 | $2.05K | 0.00% | +852,885+53,338.6% | Added |
| Broadwater Capital Management LLC | 5 | $2.09K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 5 | $2.09K | 0.00% | +5 | New |
| PayPay Securities Corp | 6 | $2.50K | 0.22% | −4−40.0% | Reduced |
| Wolff Wiese Magana LLC | 6 | $2.50K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 6 | $2.69K | 0.00% | +6 | New |
| CarsonAllaria Wealth Management, Ltd. | 7 | $2.92K | 0.00% | −30−81.1% | Reduced |
| VitalStone Financial, LLC | 8 | $3.34K | 0.00% | −42−84.0% | Reduced |
| Global Wealth Strategies & Associates | 8 | $3.34K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $4.17K | 0.00% | −59−85.5% | Reduced |
| Tidemark, LLC | 10 | $4.21K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 11 | $4.59K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 12 | $5.01K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 12 | $5.01K | 0.00% | +1+9.1% | Added |
| Evergreen Private Wealth LLC | 13 | $5.42K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 13 | $5.42K | 0.00% | +6+85.7% | Added |
| Mendota Financial Group, LLC | 13 | $5.43K | 0.00% | +1+8.3% | Added |
| Redmont Wealth Advisors LLC | 14 | $5.84K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $6.26K | 0.00% | −17−53.1% | Reduced |
| Center for Financial Planning, Inc. | 15 | $6.26K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 15 | $6.26K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $6.26K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 15 | $6.26K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 15 | $6.41K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 17 | $7.09K | 0.00% | +5+41.7% | Added |
| Talon Private Wealth, LLC | 18 | $7.51K | 0.00% | +18 | New |
| Valued Wealth Advisors LLC | 18 | $7.59K | 0.00% | −46−71.9% | Reduced |
| Cornerstone Planning Group LLC | 20 | $8.12K | 0.00% | +15+300.0% | Added |
| Centennial Bank | 20 | $8.35K | 0.00% | −84−80.8% | Reduced |
| Cranbrook Wealth Management, LLC | 20 | $8.35K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 20 | $8.35K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 20 | $8.35K | 0.00% | +20 | New |
| Ossiam | 22 | $9.18K | 0.00% | −42−65.6% | Reduced |
| Rakuten Securities, Inc. | 22 | $9.18K | 0.00% | −21−48.8% | Reduced |
| DecisionPoint Financial, LLC | 23 | $9.60K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 24 | $10.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 25 | $10.4K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 25 | $10.5K | 0.00% | +25 | New |
| Westend Capital Management, LLC | 26 | $10.9K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 27 | $11.2K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 27 | $11.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 28 | $11.7K | 0.00% | +28 | New |
| Millburn Ridgefield Corp | 29 | $12.1K | 0.00% | −11−27.5% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 29 | $12.1K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 29 | $12.1K | 0.01% | +3+11.5% | Added |
| Frazier Financial Advisors, LLC | 29 | $12.2K | 0.01% | −1−3.3% | Reduced |
| Boyd Watterson Asset Management LLC | 30 | $12.5K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 31 | $12.7K | 0.00% | +1+3.3% | Added |
| Trifecta Capital Advisors, LLC | 31 | $12.8K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 34 | $14.4K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 36 | $15.0K | 0.01% | −7−16.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 39 | $16.3K | 0.00% | +34+680.0% | Added |
| Robbins Farley LLC | 40 | $16.7K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 42 | $17.5K | 0.00% | −97−69.8% | Reduced |
| MUFG Securities EMEA plc | 43 | $17.9K | 0.00% | −211−83.1% | Reduced |
| Pineridge Advisors LLC | 43 | $17.9K | 0.01% | −23−34.8% | Reduced |
| BFSG, LLC | 44 | $18.4K | 0.00% | −30−40.5% | Reduced |
| Creative Capital Management Investments LLC | 45 | $18.8K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 46 | $19.2K | 0.01% | +17+58.6% | Added |
| Piscataqua Savings Bank | 48 | $20.0K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 48 | $20.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 50 | $20.9K | 0.01% | 00.0% | Unchanged |
| Peterson Wealth Services | 50 | $20.9K | 0.01% | +50 | New |
| Capital Advisors, Ltd. LLC | 50 | $21.0K | 0.00% | −15−23.1% | Reduced |
| Davis Capital Management | 51 | $21.3K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 52 | $21.7K | 0.01% | +52 | New |
| Operose Advisors LLC | 55 | $23.0K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 58 | $24.0K | 0.01% | +1+1.8% | Added |
| Cornerstone National Bank & Trust Co | 59 | $24.6K | 0.01% | +59 | New |
| GoalVest Advisory LLC | 60 | $25.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 60 | $25.1K | 0.01% | −323−84.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 61 | $25.5K | 0.00% | +1+1.7% | Added |
| Cedar Mountain Advisors, LLC | 63 | $26.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 64 | $27.0K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 68 | $28.0K | 0.01% | −50−42.4% | Reduced |
| Twin Lakes Capital Management, LLC | 68 | $28.4K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 68 | $28.5K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 69 | $28.8K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 71 | $30.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 74 | $31.0K | 0.01% | −47−38.8% | Reduced |
