| Dogwood Wealth Management LLC | 0 | $23 | 0.00% | 0 | Unchanged |
| PSI Advisors, LLC | 1 | $278 | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 1 | $278 | 0.00% | +1 | New |
| ClariVest Asset Management LLC | 2 | $504 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2 | $556 | 0.00% | −1−33.3% | Reduced |
| First Personal Financial Services | 2 | $557 | 0.00% | +2 | New |
| Bear Mountain Capital, Inc. | 4 | $1.09K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 5 | $1.39K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 5 | $1.39K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 6 | $1.67K | 0.00% | +2+50.0% | Added |
| WestEnd Advisors, LLC | 7 | $1.95K | 0.00% | −1−12.5% | Reduced |
| Tacita Capital Inc | 7 | $1.95K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 8 | $2.22K | 0.00% | +8 | New |
| Longfellow Investment Management Co LLC | 10 | $2.78K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 10 | $2.85K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 11 | $3.06K | 0.00% | +11 | New |
| Granite FO LLC | 11 | $3.06K | 0.00% | +11 | New |
| Disciplina Capital Management LLC | 12 | $3.37K | 0.00% | −355−96.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 13 | $3.48K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 13 | $3.65K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 14 | $3.89K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $4.17K | 0.00% | −69−82.1% | Reduced |
| Wells Financial Advisors INC | 15 | $4.17K | 0.01% | +15 | New |
| PayPay Securities Corp | 17 | $4.73K | 0.42% | +6+54.5% | Added |
| HBC Financial Services, PLLC | 23 | $5.00K | 0.00% | +23 | New |
| PFG Private Wealth Management, LLC | 19 | $5.28K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $5.56K | 0.00% | −174−89.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 21 | $5.84K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 21 | $5.84K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 21 | $5.84K | 0.00% | +21 | New |
| Stone House Investment Management, LLC | 25 | $6.95K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 25 | $6.95K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 25 | $6.95K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 26 | $7.23K | 0.01% | +6+30.0% | Added |
| Red Tortoise LLC | 26 | $7.23K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 26 | $7.23K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 26 | $7.23K | 0.00% | +6+30.0% | Added |
| New England Capital Financial Advisors LLC | 26 | $7.27K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 27 | $7.51K | 0.00% | +27 | New |
| DiNuzzo Private Wealth, Inc. | 29 | $8.06K | 0.00% | +1+3.6% | Added |
| Reston Wealth Management LLC | 30 | $8.35K | 0.00% | +30 | New |
| Rakuten Securities, Inc. | 35 | $9.73K | 0.00% | −31−47.0% | Reduced |
| Coston, McIsaac & Partners | 37 | $10.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 42 | $10.1K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 37 | $10.3K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 40 | $11.1K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 40 | $11.1K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 40 | $11.1K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 40 | $11.1K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 41 | $11.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 42 | $11.7K | 0.00% | +9+27.3% | Added |
| Grayhawk Investment Strategies Inc. | 43 | $12.0K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 43 | $12.0K | 0.00% | +43 | New |
| Ruedi Wealth Management, Inc. | 45 | $12.5K | 0.00% | −27−37.5% | Reduced |
| Byrne Asset Management LLC | 45 | $12.5K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 45 | $12.5K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 46 | $12.8K | 0.01% | −8−14.8% | Reduced |
| Mattson Financial Services, LLC | 52 | $13.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 49 | $13.6K | 0.01% | +49 | New |
| Westend Capital Management, LLC | 53 | $14.7K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 53 | $14.7K | 0.01% | +30+130.4% | Added |
| Valued Wealth Advisors LLC | 54 | $15.1K | 0.01% | +14+35.0% | Added |
| Twin Lakes Capital Management, LLC | 56 | $15.5K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 56 | $15.6K | 0.01% | 00.0% | Unchanged |
| Claris Advisors, LLC | 56 | $15.6K | 0.01% | +56 | New |
| Voisard Asset Management Group, Inc. | 56 | $15.6K | 0.01% | +8+16.7% | Added |
| Penserra Capital Management LLC | 60 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 59 | $16.4K | 0.02% | 00.0% | Unchanged |
| Hara Capital LLC | 59 | $16.4K | 0.01% | +59 | New |
| Kozak & Associates, Inc. | 62 | $16.6K | 0.00% | +48+342.9% | Added |
| Creekmur Asset Management LLC | 60 | $16.7K | 0.00% | +10+20.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 64 | $17.8K | 0.00% | +4+6.7% | Added |
| Avion Wealth | 65 | $18.0K | 0.00% | +12+22.6% | Added |
| Nemes Rush Group LLC | 72 | $18.0K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 66 | $18.3K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 68 | $18.9K | 0.00% | 00.0% | Unchanged |
| City State Bank | 70 | $19.5K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 75 | $20.0K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 74 | $20.6K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 75 | $20.9K | 0.01% | −13−14.8% | Reduced |
| Stephens Consulting, LLC | 75 | $20.9K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 75 | $20.9K | 0.01% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 75 | $21.0K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 78 | $21.7K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 78 | $21.7K | 0.02% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 79 | $21.9K | 0.01% | +79 | New |
| Logan Capital Management Inc | 79 | $22.0K | 0.00% | −9−10.2% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 96 | $23.1K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 83 | $23.1K | 0.01% | +83 | New |
| Hobbs Group Advisors, LLC | 84 | $23.4K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 85 | $23.6K | 0.00% | −504−85.6% | Reduced |
| Maryland Capital Advisors Inc. | 85 | $23.6K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 90 | $25.0K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 90 | $25.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 91 | $25.3K | 0.01% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 92 | $25.6K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 96 | $26.7K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 99 | $27.5K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 99 | $27.6K | 0.01% | +33+50.0% | Added |