| Reflection Asset Management | 0 | $1 | 0.00% | 0 | New |
| Luken Investment Analytics, LLC | 1 | $319 | 0.00% | +1 | New |
| Whipplewood Advisors, LLC | 1 | $319 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 2 | $637 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $637 | 0.01% | +1+100.0% | Added |
| Trust Co | 3 | $956 | 0.00% | +3 | New |
| Investors Portfolio Services LLC | 3 | $1.05K | 0.00% | +3 | New |
| Atlantic Private Wealth, LLC | 4 | $1.27K | 0.00% | +4 | New |
| McGuire Capital Advisors Inc | 4 | $1.27K | 0.00% | +4 | New |
| Retirement Wealth Solutions LLC | 4 | $1.27K | 0.00% | −9−69.2% | Reduced |
| Breakwater Investment Management | 4 | $1.27K | 0.00% | −6−60.0% | Reduced |
| Delos Wealth Advisors, LLC | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 4 | $1.28K | 0.00% | −71−94.7% | Reduced |
| Bridge Generations Wealth Management LLC | 5 | $1.59K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 6 | $1.91K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $1.91K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 6 | $1.91K | 0.00% | +6 | New |
| Battery Global Advisors, LLC | 287 | $2.43K | 0.00% | +169+143.2% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 7 | $2.46K | 0.00% | +7 | New |
| Broadwater Capital Management LLC | 8 | $2.55K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 865 | $2.71K | 0.05% | −1,935−69.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 9 | $2.87K | 0.00% | −25−73.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 10 | $3.19K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.19K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $3.19K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 10 | $3.19K | 0.00% | +10 | New |
| Prudent Man Investment Management, Inc. | 10 | $3.19K | 0.00% | +10 | New |
| Halbert Hargrove Global Advisors, LLC | 11 | $3.50K | 0.00% | −103−90.4% | Reduced |
| Fairman Group, LLC | 11 | $3.50K | 0.00% | −11−50.0% | Reduced |
| Albion Financial Group | 11 | $3.50K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 11 | $3.50K | 0.00% | +11 | New |
| High Point Wealth Management, LLC | 11 | $3.52K | 0.00% | +11 | New |
| Optima Capital LLC | 12 | $3.82K | 0.00% | +12 | New |
| Chilton Capital Management LLC | 13 | $4.14K | 0.00% | −87−87.0% | Reduced |
| PayPay Securities Corp | 13 | $4.14K | 0.12% | +1+8.3% | Added |
| Sunrise Financial Services, LLC | 14 | $4.46K | 0.00% | +14 | New |
| Sofos Investments, Inc. | 15 | $4.78K | 0.00% | −25−62.5% | Reduced |
| Tidemark, LLC | 15 | $4.78K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 15 | $4.78K | 0.00% | +15 | New |
| Navigoe, LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 16 | $5.00K | 0.00% | +16 | New |
| Pinney & Scofield, Inc. | 16 | $5.10K | 0.00% | −7−30.4% | Reduced |
| Comprehensive Financial Planning, Inc. | 17 | $5.41K | 0.00% | +17 | New |
| Carolina Wealth Advisors, LLC | 17 | $5.42K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 17 | $5.42K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 17 | $5.42K | 0.00% | +17 | New |
| United Financial Planning Group LLC | 17 | $5.42K | 0.00% | +17 | New |
| Corsicana & Co. | 18 | $5.73K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 18 | $5.73K | 0.00% | +4+28.6% | Added |
| Cypress Capital Management LLC (WY) | 18 | $5.73K | 0.01% | +18 | New |
| Birchbrook, Inc. | 18 | $5.73K | 0.00% | +18 | New |
| Ogorek Anthony Joseph | 19 | $6.00K | 0.00% | −16−45.7% | Reduced |
| SWAN Capital LLC | 20 | $6.37K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 20 | $6.37K | 0.00% | +20 | New |
| Caitlin John, LLC | 21 | $6.69K | 0.00% | −843−97.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 23 | $7.33K | 0.00% | +7+43.8% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 22 | $7.91K | 0.00% | +19+633.3% | Added |
| Cherry Tree Wealth Management, LLC | 25 | $7.96K | 0.00% | −15−37.5% | Reduced |
| MPWM Advisory Solutions, LLC | 25 | $7.96K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 25 | $7.96K | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 25 | $7.96K | 0.01% | +25 | New |
| O'Brien Wealth Partners LLC | 26 | $8.28K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 26 | $8.28K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 27 | $8.60K | 0.00% | −79−74.5% | Reduced |
| Principia Wealth Advisory, LLC | 29 | $9.24K | 0.01% | +2+7.4% | Added |
| New Millennium Group LLC | 30 | $9.55K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 30 | $9.55K | 0.00% | +30 | New |
| Adkins Seale Capital Management LLC | 30 | $9.55K | 0.01% | +30 | New |
| Hoey Investments, Inc | 30 | $9.56K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 31 | $9.87K | 0.00% | +5+19.2% | Added |
| Wealth Watch Advisors, INC | 31 | $9.87K | 0.00% | −9−22.5% | Reduced |
| Longfellow Investment Management Co LLC | 31 | $9.87K | 0.00% | +8+34.8% | Added |
| Penserra Capital Management LLC | 33 | $10.0K | 0.00% | −1,496−97.8% | Reduced |
| Atomic Invest LLC | 32 | $10.4K | 0.01% | +32 | New |
| Global Wealth Strategies & Associates | 33 | $10.5K | 0.00% | −15−31.3% | Reduced |
| American Wealth Advisors, LLC | 33 | $10.6K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 35 | $11.1K | 0.07% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 36 | $11.5K | 0.00% | +4+12.5% | Added |
| High Note Wealth, LLC | 37 | $11.8K | 0.00% | −33−47.1% | Reduced |
| Hughes Financial Services, LLC | 37 | $11.8K | 0.00% | −2−5.1% | Reduced |
| American Capital Advisory, LLC | 37 | $11.8K | 0.01% | +2+5.7% | Added |
| Coston, McIsaac & Partners | 40 | $12.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 38 | $12.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 39 | $12.4K | 0.00% | +18+85.7% | Added |
| WPG Advisers, LLC | 40 | $12.7K | 0.01% | +32+400.0% | Added |
| Maseco LLP | 40 | $12.7K | 0.00% | +40 | New |
| Osbon Capital Management LLC | 41 | $13.0K | 0.01% | +41 | New |
| Consultiva Wealth Management, Corp. | 42 | $13.4K | 0.04% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 42 | $13.4K | 0.01% | +18+75.0% | Added |
| 1 North Wealth Services LLC | 43 | $13.7K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 44 | $14.0K | 0.00% | +44 | New |
| Medallion Wealth Advisors, LLC | 45 | $14.3K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 45 | $14.3K | 0.01% | +23+104.5% | Added |
| Addison Advisors LLC | 45 | $14.3K | 0.00% | −11−19.6% | Reduced |
| Pin Oak Investment Advisors Inc | 40 | $15.0K | 0.01% | +40 | New |
| Lummis Asset Management, LP | 48 | $15.3K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 49 | $15.6K | 0.00% | −6−10.9% | Reduced |
| Longview Financial Advisors LLC | 49 | $15.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 49 | $15.6K | 0.01% | +49 | New |
| PFS Partners, LLC | 49 | $15.7K | 0.01% | 00.0% | Unchanged |