| TD Capital Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Investors Research Corp | 1 | $198 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $198 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2 | $397 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $397 | 0.00% | +2 | New |
| ESL Trust Services, LLC | 3 | $595 | 0.00% | +3 | New |
| Cherry Tree Wealth Management, LLC | 4 | $694 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $793 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $793 | 0.00% | +4 | New |
| Bear Mountain Capital, Inc. | 4 | $886 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $991 | 0.00% | +2+66.7% | Added |
| Tradewinds Capital Management, LLC | 5 | $992 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 5 | $1.04K | 0.00% | −51−91.1% | Reduced |
| Capula Management Ltd | 8 | $1.59K | 0.00% | −663−98.8% | Reduced |
| SWAN Capital LLC | 8 | $1.59K | 0.00% | −3−27.3% | Reduced |
| Financial Network Wealth Advisors LLC | 8 | $1.59K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.59K | 0.00% | +1+14.3% | Added |
| Vermillion Wealth Management, Inc. | 9 | $1.78K | 0.00% | +9 | New |
| Longfellow Investment Management Co LLC | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 11 | $2.18K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 10 | $2.22K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 10 | $2.23K | 0.00% | +10 | New |
| PayPay Securities Corp | 12 | $2.44K | 0.09% | 00.0% | Unchanged |
| Horizons Wealth Management | 13 | $2.58K | 0.00% | −24−64.9% | Reduced |
| Winch Advisory Services, LLC | 13 | $2.62K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 14 | $2.79K | 0.00% | +14 | New |
| Corsicana & Co. | 15 | $2.97K | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 18 | $3.57K | 0.00% | +2+12.5% | Added |
| Bridge Generations Wealth Management LLC | 18 | $3.57K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 18 | $3.57K | 0.00% | +7+63.6% | Added |
| WestEnd Advisors, LLC | 19 | $3.77K | 0.00% | −9−32.1% | Reduced |
| Clayton Financial Group LLC | 19 | $3.77K | 0.00% | +19 | New |
| JDM Financial Group LLC | 20 | $3.96K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 20 | $3.96K | 0.00% | +20 | New |
| Jackson, Grant Investment Advisers, Inc. | 21 | $4.16K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 21 | $4.16K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $4.16K | 0.00% | +3+16.7% | Added |
| Wolff Wiese Magana LLC | 21 | $4.16K | 0.00% | −56−72.7% | Reduced |
| Trifecta Capital Advisors, LLC | 22 | $4.36K | 0.00% | −28−56.0% | Reduced |
| Quaker Wealth Management, LLC | 22 | $4.36K | 0.00% | −2−8.3% | Reduced |
| Sofos Investments, Inc. | 23 | $4.56K | 0.00% | +23 | New |
| Your Advocates Ltd., LLP | 25 | $4.96K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 25 | $4.96K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 26 | $5.16K | 0.01% | +8+44.4% | Added |
| New England Capital Financial Advisors LLC | 26 | $5.21K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 25 | $5.32K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $5.35K | 0.00% | +2+8.3% | Added |
| Wealth Watch Advisors, INC | 27 | $5.35K | 0.00% | +27 | New |
| Stone House Investment Management, LLC | 28 | $5.55K | 0.00% | +3+12.0% | Added |
| Valued Wealth Advisors LLC | 28 | $5.63K | 0.00% | −2−6.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 29 | $5.75K | 0.00% | +29 | New |
| Silicon Valley Capital Partners | 32 | $6.34K | 0.00% | +32 | New |
| Dogwood Wealth Management LLC | 33 | $6.54K | 0.00% | −21−38.9% | Reduced |
| Flagship Wealth Advisors, LLC | 33 | $6.54K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 33 | $6.54K | 0.00% | +33 | New |
| Coston, McIsaac & Partners | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 32 | $7.33K | 0.00% | +32 | New |
| Byrne Asset Management LLC | 37 | $7.34K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 39 | $7.73K | 0.00% | +32+457.1% | Added |
| Missouri Trust & Investment Co | 40 | $7.93K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 40 | $7.93K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 41 | $8.13K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 42 | $8.33K | 0.00% | +26+162.5% | Added |
| Quest 10 Wealth Builders, Inc. | 42 | $8.42K | 0.01% | +6+16.7% | Added |
| Tortoise Investment Management, LLC | 43 | $8.53K | 0.00% | 00.0% | Unchanged |
| Sagard Holdings Management Inc. | 43 | $8.53K | 0.04% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 45 | $8.92K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 45 | $8.92K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 45 | $8.92K | 0.00% | +9+25.0% | Added |
| Nemes Rush Group LLC | 46 | $9.12K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 47 | $9.32K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 49 | $9.66K | 0.00% | +48+4,800.0% | Added |
| Concord Wealth Partners | 49 | $9.71K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 49 | $9.71K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 50 | $9.91K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 50 | $9.91K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 50 | $9.91K | 0.03% | +50 | New |
| Evolution Advisers, Inc. | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 51 | $10.1K | 0.01% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 51 | $10.1K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 53 | $10.5K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 55 | $10.9K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 56 | $11.1K | 0.01% | −1,154−95.4% | Reduced |
| Twin Lakes Capital Management, LLC | 56 | $11.1K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 59 | $11.7K | 0.00% | −188−76.1% | Reduced |
| Hara Capital LLC | 59 | $11.7K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 59 | $11.7K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 60 | $11.9K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 64 | $12.7K | 0.01% | −1−1.5% | Reduced |
| Kilter Group LLC | 65 | $12.9K | 0.01% | −26−28.6% | Reduced |
| Avion Wealth | 70 | $13.0K | 0.00% | −3−4.1% | Reduced |
| IMG Wealth Management, Inc. | 68 | $13.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 77 | $13.8K | 0.00% | −234−75.2% | Reduced |
| City State Bank | 70 | $13.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 70 | $13.9K | 0.00% | +9+14.8% | Added |
| Mendota Financial Group, LLC | 70 | $13.9K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 72 | $14.3K | 0.00% | +56+350.0% | Added |
| Park Square Financial Group, LLC | 74 | $14.7K | 0.06% | −131−63.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 74 | $14.7K | 0.01% | −4−5.1% | Reduced |