| Caitong International Asset Management Co., Ltd | 2 | $256 | 0.00% | −194−99.0% | Reduced |
| Crewe Advisors LLC | 2 | $257 | 0.00% | −154−98.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 2 | $303 | 0.00% | +2 | New |
| GoalVest Advisory LLC | 4 | $513 | 0.00% | +4 | New |
| MPWM Advisory Solutions, LLC | 5 | $641 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $641 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $642 | 0.00% | +5 | New |
| Bear Mountain Capital, Inc. | 7 | $802 | 0.00% | +7 | New |
| Center for Financial Planning, Inc. | 7 | $898 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 7 | $898 | 0.00% | +7 | New |
| TD Capital Management LLC | 7 | $911 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $912 | 0.00% | −1−11.1% | Reduced |
| Ball & Co Wealth Management Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 8 | $1.03K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $1.03K | 0.00% | +8 | New |
| Logan Capital Management Inc | 9 | $1.15K | 0.00% | −3−25.0% | Reduced |
| DAGCO, Inc. | 9 | $1.15K | 0.00% | +9 | New |
| Estabrook Capital Management | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 10 | $1.28K | 0.00% | +10 | New |
| Albion Financial Group | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 10 | $1.28K | 0.00% | +10 | New |
| Cape Investment Advisory, Inc. | 11 | $1.41K | 0.00% | −2−15.4% | Reduced |
| LMR Partners LLP | 12 | $1.54K | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 14 | $1.79K | 0.00% | +14 | New |
| TSFG, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Trifecta Capital Advisors, LLC | 16 | $2.05K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 16 | $2.05K | 0.00% | +16 | New |
| Horizon Financial Services, LLC | 17 | $2.18K | 0.00% | +17 | New |
| Aspect Partners, LLC | 18 | $2.31K | 0.00% | −1−5.3% | Reduced |
| NVWM, LLC | 18 | $2.31K | 0.00% | +3+20.0% | Added |
| WealthTrak Capital Management LLC | 20 | $2.56K | 0.00% | +7+53.8% | Added |
| Tortoise Investment Management, LLC | 21 | $2.69K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $2.69K | 0.00% | −10−32.3% | Reduced |
| Glen Eagle Advisors, LLC | 21 | $2.69K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 21 | $2.78K | 0.16% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 23 | $2.95K | 0.00% | −267−92.1% | Reduced |
| Spectrum Wealth Counsel, LLC | 23 | $2.95K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 26 | $3.36K | 0.00% | +26 | New |
| Cranbrook Wealth Management, LLC | 27 | $3.46K | 0.00% | +27 | New |
| Eq Wealth Advisors, LLC | 29 | $3.72K | 0.00% | +29 | New |
| Hollencrest Capital Management | 30 | $3.85K | 0.00% | −277−90.2% | Reduced |
| 1620 Investment Advisors, Inc. | 30 | $3.85K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 31 | $3.98K | 0.00% | −1−3.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 34 | $4.17K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 34 | $4.36K | 0.00% | −202−85.6% | Reduced |
| ESL Trust Services, LLC | 35 | $4.49K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 35 | $4.49K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 35 | $4.52K | 0.00% | −5−12.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 36 | $4.62K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 44 | $4.74K | 0.00% | +44 | New |
| Raffa Wealth Management, LLC | 37 | $4.75K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 38 | $4.87K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $5.13K | 0.00% | −5−11.1% | Reduced |
| Byrne Asset Management LLC | 40 | $5.13K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 41 | $5.26K | 0.00% | −508−92.5% | Reduced |
| Demars Financial Group, LLC | 690,678 | $5.36K | 0.15% | +47,522+7.4% | Added |
| Ossiam | 44 | $5.64K | 0.00% | −2,785−98.4% | Reduced |
| TFC Financial Management | 45 | $5.77K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 45 | $5.77K | 0.00% | +45 | New |
| High Note Wealth, LLC | 48 | $6.16K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 48 | $6.16K | 0.00% | +48 | New |
| Addison Advisors LLC | 49 | $6.28K | 0.00% | +49 | New |
| Avalon Trust Co | 50 | $6.41K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 50 | $6.41K | 0.00% | +8+19.0% | Added |
| Costello Asset Management, INC | 50 | $6.41K | 0.00% | +50 | New |
| Adirondack Trust Co | 52 | $6.67K | 0.00% | −52−50.0% | Reduced |
| First Pacific Financial | 52 | $6.67K | 0.00% | +52 | New |
| Investors Research Corp | 54 | $6.92K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 54 | $6.92K | 0.00% | +6+12.5% | Added |
| Atala Financial Inc | 55 | $7.05K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 57 | $7.31K | 0.03% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 58 | $7.44K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 60 | $7.69K | 0.01% | −19−24.1% | Reduced |
| Webster Bank, N. A. | 61 | $7.82K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 66 | $8.00K | 0.00% | +66 | New |
| St Germain D J Co Inc | 63 | $8.08K | 0.00% | +63 | New |
| Kayne Anderson Rudnick Investment Management LLC | 63 | $8.18K | 0.00% | −29−31.5% | Reduced |
| Park Square Financial Group, LLC | 65 | $8.34K | 0.01% | +65 | New |
| Cetera Trust Company, N.A | 67 | $8.59K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 68 | $8.72K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 70 | $9.00K | 0.00% | +70 | New |
| Frazier Financial Advisors, LLC | 71 | $9.11K | 0.01% | −3−4.1% | Reduced |
| Financial Management Professionals, Inc. | 74 | $9.49K | 0.00% | +3+4.2% | Added |
| CNB Bank | 77 | $9.87K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2 | $10.1K | 0.01% | −168−98.8% | Reduced |
| Concord Wealth Partners | 80 | $10.3K | 0.00% | −2,814−97.2% | Reduced |
| Cornerstone Planning Group LLC | 95 | $10.6K | 0.00% | +32+50.8% | Added |
| Abound Wealth Management | 87 | $11.2K | 0.00% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 88 | $11.3K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 88 | $11.3K | 0.00% | +88 | New |
| Truvestments Capital LLC | 91 | $11.7K | 0.00% | +91 | New |
| Fairway Wealth LLC | 93 | $11.9K | 0.00% | −53−36.3% | Reduced |
| True Wealth Design, LLC | 94 | $12.0K | 0.00% | +41+77.4% | Added |
| Archer Investment Corp | 97 | $12.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 98 | $12.6K | 0.00% | −37−27.4% | Reduced |
| Key Financial Inc | 100 | $12.8K | 0.00% | −74−42.5% | Reduced |
| Evermay Wealth Management LLC | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 100 | $12.8K | 0.00% | 00.0% | Unchanged |