| Copeland Capital Management, LLC | 0 | $14 | 0.00% | −44,172−100.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $28 | 0.00% | 0 | New |
| State of Wyoming | 1 | $231 | 0.00% | −262−99.6% | Reduced |
| PSI Advisors, LLC | 1 | $231 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 1 | $233 | 0.00% | −4−80.0% | Reduced |
| Delos Wealth Advisors, LLC | 2 | $463 | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 2 | $463 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 3 | $694 | 0.00% | −77−96.3% | Reduced |
| Bear Mountain Capital, Inc. | 4 | $907 | 0.00% | +4 | New |
| Tacita Capital Inc | 7 | $1.62K | 0.00% | +7 | New |
| Sofos Investments, Inc. | 7 | $1.96K | 0.00% | +1+16.7% | Added |
| WestEnd Advisors, LLC | 10 | $2.31K | 0.00% | +1+11.1% | Added |
| POM Investment Strategies, LLC | 10 | $2.31K | 0.00% | +10 | New |
| LM Advisors LLC | 10 | $2.31K | 0.00% | +10 | New |
| West Branch Capital LLC | 10 | $2.40K | 0.00% | −989−99.0% | Reduced |
| Planned Solutions, Inc. | 11 | $2.54K | 0.00% | +11 | New |
| Creekmur Asset Management LLC | 11 | $2.54K | 0.00% | +11 | New |
| PayPay Securities Corp | 11 | $2.59K | 0.13% | +4+57.1% | Added |
| Tfo-TDC, LLC | 12 | $2.78K | 0.00% | −83−87.4% | Reduced |
| Focused Wealth Management, Inc | 12 | $2.81K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 13 | $2.89K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 13 | $2.98K | 0.65% | −13,163−99.9% | Reduced |
| TSFG, LLC | 12 | $3.00K | 0.00% | −58−82.9% | Reduced |
| Archer Investment Corp | 13 | $3.01K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 14 | $3.24K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 16 | $3.87K | 0.00% | +16 | New |
| Ruedi Wealth Management, Inc. | 18 | $4.16K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 18 | $4.17K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 19 | $4.39K | 0.00% | −195−91.1% | Reduced |
| Longfellow Investment Management Co LLC | 19 | $4.39K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 19 | $4.40K | 0.00% | +19 | New |
| Chesapeake Asset Management LLC | 20 | $4.63K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $4.63K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 20 | $4.63K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 21 | $4.86K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 22 | $5.09K | 0.01% | +22 | New |
| Wolff Wiese Magana LLC | 23 | $5.32K | 0.01% | −5−17.9% | Reduced |
| Country Trust Bank | 24 | $5.55K | 0.00% | +15+166.7% | Added |
| DiNuzzo Private Wealth, Inc. | 24 | $5.55K | 0.00% | +24 | New |
| GHP Investment Advisors, Inc. | 25 | $5.78K | 0.00% | −135−84.4% | Reduced |
| SJS Investment Consulting Inc. | 25 | $5.78K | 0.00% | −6−19.4% | Reduced |
| Your Advocates Ltd., LLP | 25 | $5.78K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 25 | $5.78K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 25 | $5.78K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 26 | $6.01K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 26 | $6.03K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 26 | $6.03K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 28 | $6.48K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 27 | $6.73K | 0.01% | +27 | New |
| Albion Financial Group | 30 | $6.94K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 30 | $6.94K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 32 | $7.40K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 34 | $7.87K | 0.01% | +34 | New |
| Avion Wealth | 36 | $8.00K | 0.00% | −22−37.9% | Reduced |
| Horizons Wealth Management | 37 | $8.56K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 40 | $9.25K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 45 | $10.4K | 0.00% | +45 | New |
| Byrne Asset Management LLC | 45 | $10.5K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 48 | $11.1K | 0.01% | +48 | New |
| Tucker Asset Management LLC | 49 | $11.3K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 54 | $12.0K | 0.00% | +32+145.5% | Added |
| Twin Lakes Capital Management, LLC | 56 | $12.9K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 58 | $13.4K | 0.01% | +58 | New |
| Lummis Asset Management, LP | 59 | $13.6K | 0.01% | +59 | New |
| Pacific Capital Wealth Advisors, Inc | 60 | $13.9K | 0.00% | +60 | New |
| Retirement Group, LLC | 63 | $14.6K | 0.01% | +13+26.0% | Added |
| Creative Capital Management Investments LLC | 65 | $15.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 65 | $15.1K | 0.00% | +15+30.0% | Added |
| Able Wealth Management LLC | 66 | $15.2K | 0.01% | +66 | New |
| Lee Financial Co | 66 | $15.3K | 0.00% | +16+32.0% | Added |
| Main Street Group, LTD | 69 | $16.0K | 0.01% | +69 | New |
| Blue Bell Private Wealth Management, LLC | 69 | $16.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 70 | $16.0K | 0.01% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 70 | $16.2K | 0.00% | −9−11.4% | Reduced |
| Halpern Financial, Inc. | 71 | $16.4K | 0.01% | −214−75.1% | Reduced |
| EntryPoint Capital, LLC | 72 | $16.7K | 0.02% | +72 | New |
| Nemes Rush Group LLC | 72 | $16.7K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 75 | $17.0K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 74 | $17.1K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 74 | $17.1K | 0.01% | +74 | New |
| True Wealth Design, LLC | 74 | $17.1K | 0.00% | +69+1,380.0% | Added |
| Stephens Consulting, LLC | 75 | $17.4K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 75 | $17.4K | 0.01% | +75 | New |
| Millburn Ridgefield Corp | 77 | $17.8K | 0.00% | −1−1.3% | Reduced |
| WealthCollab, LLC | 78 | $18.0K | 0.01% | +78 | New |
| Orion Capital Management LLC | 80 | $18.5K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 85 | $19.7K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 86 | $19.9K | 0.01% | +5+6.2% | Added |
| Northwest Capital Management Inc | 88 | $20.4K | 0.01% | −2−2.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 91 | $21.1K | 0.01% | +91 | New |
| Evergreen Private Wealth LLC | 92 | $21.3K | 0.01% | +92 | New |
| Provenance Wealth Advisors, LLC | 96 | $22.2K | 0.00% | +96 | New |
| DHJJ Financial Advisors, Ltd. | 99 | $22.9K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 96 | $22.9K | 0.01% | +96 | New |
| RE Dickinson Investment Advisors, LLC | 100 | $23.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 102 | $23.6K | 0.01% | +2+2.0% | Added |
| Raffa Wealth Management, LLC | 104 | $24.1K | 0.01% | 00.0% | Unchanged |