| Westend Capital Management, LLC | 1 | $115 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1 | $117 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 4 | $458 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 5 | $573 | 0.00% | −86−94.5% | Reduced |
| Cedar Wealth Management, LLC | 5 | $573 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 5 | $593 | 0.00% | +5 | Added |
| Cypress Capital Management LLC (WY) | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 10 | $1.13K | 0.00% | +10 | New |
| New Millennium Group LLC | 10 | $1.15K | 0.00% | +10 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 11 | $1.26K | 0.00% | +11 | New |
| Clayton Financial Group LLC | 12 | $1.37K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 130 | $1.63K | 0.00% | −1,210−90.3% | Reduced |
| Your Advocates Ltd., LLP | 18 | $2.06K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 20 | $2.29K | 0.00% | +20 | New |
| ROSS\JOHNSON & Associates LLC | 21 | $2.40K | 0.05% | 00.0% | Unchanged |
| Binnacle Investments Inc | 23 | $2.63K | 0.00% | +23 | New |
| Horizons Wealth Management | 25 | $2.86K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 32 | $3.61K | 0.00% | +1+3.2% | Added |
| Caitong International Asset Management Co., Ltd | 33 | $3.78K | 0.00% | +33 | New |
| Barnes Dennig Private Wealth Management LLC | 34 | $3.89K | 0.00% | −100−74.6% | Reduced |
| PayPay Securities Corp | 34 | $3.93K | 0.14% | +1+3.0% | Added |
| Richardson Capital Management LLC | 36 | $4.18K | 0.00% | −400−91.7% | Reduced |
| Fiduciary Advisors, Inc. | 39 | $4.42K | 0.00% | +4+11.4% | Added |
| Newton One Investments LLC | 39 | $4.43K | 0.00% | +1+2.6% | Added |
| 1 North Wealth Services LLC | 40 | $4.58K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 46 | $5.00K | 0.00% | +46 | New |
| Corsicana & Co. | 45 | $5.15K | 0.00% | +45 | New |
| Bear Mountain Capital, Inc. | 45 | $5.16K | 0.00% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 47 | $5.38K | 0.01% | +47 | New |
| HFM Investment Advisors, LLC | 51 | $5.84K | 0.00% | +4+8.5% | Added |
| Innovative Advisory Group, LLC | 53 | $6.06K | 0.00% | −356−87.0% | Reduced |
| Texas Capital Bancshares Inc | 54 | $6.18K | 0.00% | +54 | New |
| Financial Life Planners | 54 | $6.22K | 0.00% | +54 | New |
| Winnow Wealth LLC | 56 | $6.44K | 0.01% | +56 | New |
| Davis Capital Management | 57 | $6.53K | 0.00% | +57 | New |
| WestEnd Advisors, LLC | 59 | $6.76K | 0.00% | −1−1.7% | Reduced |
| Summer Road LLC | 60 | $6.87K | 0.00% | −64−51.6% | Reduced |
| Ravenstone Capital Management Inc. | 60 | $6.87K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 63 | $7.21K | 0.00% | +42+200.0% | Added |
| Breakwater Investment Management | 67 | $7.67K | 0.00% | +8+13.6% | Added |
| Bollard Group LLC | 72 | $8.00K | 0.00% | +1+1.4% | Added |
| Ball & Co Wealth Management Inc. | 73 | $8.00K | 0.01% | +1+1.4% | Added |
| Gould Capital, LLC | 70 | $8.02K | 0.00% | −10−12.5% | Reduced |
| Evolution Wealth Management Inc. | 74 | $8.50K | 0.01% | −53−41.7% | Reduced |
| Roble, Belko & Company, Inc | 81 | $9.00K | 0.00% | −128−61.2% | Reduced |
| Principia Wealth Advisory, LLC | 79 | $9.05K | 0.01% | +3+3.9% | Added |
| Family Legacy Financial Solutions, LLC | 82 | $9.36K | 0.01% | −2−2.4% | Reduced |
| Kerr Financial Planning Corp | 89 | $9.47K | 0.01% | +89 | New |
| Sagard Holdings Management Inc. | 87 | $9.96K | 0.05% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 89 | $10.2K | 0.00% | +5+6.0% | Added |
| WFA Asset Management Corp | 107 | $10.3K | 0.01% | −59−35.5% | Reduced |
| Stone House Investment Management, LLC | 92 | $10.5K | 0.00% | +10+12.2% | Added |
| DecisionPoint Financial, LLC | 94 | $10.6K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 94 | $10.8K | 0.01% | −103−52.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 94 | $10.8K | 0.00% | +51+118.6% | Added |
| Comprehensive Financial Planning, Inc. | 95 | $10.9K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 102 | $11.7K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 106 | $12.1K | 0.00% | +43+68.3% | Added |
| JDM Financial Group LLC | 110 | $12.6K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 111 | $12.8K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 112 | $12.8K | 0.00% | +1+0.9% | Added |
| Pacifica Partners Inc. | 114 | $12.9K | 0.00% | −53−31.7% | Reduced |
| North Ridge Wealth Advisors, Inc. | 116 | $13.3K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 123 | $14.0K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 123 | $14.1K | 0.00% | −159−56.4% | Reduced |
| Aventus Investment Advisors, Inc. | 124 | $14.2K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 125 | $14.3K | 0.01% | 00.0% | Unchanged |
| Trust Co | 127 | $14.5K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 128 | $14.7K | 0.01% | +128 | New |
| CGC Financial Services, LLC | 128 | $14.7K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 132 | $15.1K | 0.00% | +11+9.1% | Added |
| Tacita Capital Inc | 133 | $15.2K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 134 | $15.3K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 135 | $15.5K | 0.01% | −20−12.9% | Reduced |
| Paladin Advisory Group, LLC | 140 | $16.0K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 142 | $16.2K | 0.01% | −110−43.7% | Reduced |
| Park Square Financial Group, LLC | 142 | $16.3K | 0.07% | −860−85.8% | Reduced |
| Valued Wealth Advisors LLC | 148 | $17.0K | 0.01% | +4+2.8% | Added |
| Penserra Capital Management LLC | 153 | $17.0K | 0.00% | +6+4.1% | Added |
| REAP Financial Group, LLC | 150 | $17.2K | 0.00% | +46+44.2% | Added |
| Dynamic Wealth Strategies, LLC | 153 | $17.5K | 0.01% | 00.0% | Unchanged |
| Mma Asset Management LLC | 155 | $17.7K | 0.01% | +155 | New |
| LFA - Lugano Financial Advisors SA | 157 | $18.0K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 157 | $18.0K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 158 | $18.1K | 0.01% | −7−4.2% | Reduced |
| Evergreen Private Wealth LLC | 158 | $18.1K | 0.01% | +158 | New |
| IMA Wealth, Inc. | 159 | $18.2K | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 160 | $18.3K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 163 | $18.7K | 0.04% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 164 | $18.8K | 0.01% | +164 | New |
| Tobam | 165 | $19.0K | 0.01% | −3,024−94.8% | Reduced |
| Marquette Asset Management, LLC | 167 | $19.1K | 0.00% | +167 | New |
| SWAN Capital LLC | 169 | $19.3K | 0.01% | −3−1.7% | Reduced |
| Boyd Watterson Asset Management LLC | 170 | $19.5K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 173 | $19.8K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 173 | $19.9K | 0.04% | −4,881−96.6% | Reduced |
| Coastline Trust Co | 175 | $20.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 183 | $21.0K | 0.01% | +183 | New |
