| Burkett Financial Services, LLC | 0 | $16 | 0.00% | 0 | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $304 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $313 | 0.00% | +1 | New |
| Redwood Park Advisors LLC | 1 | $314 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 1 | $314 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $314 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $314 | 0.00% | +1 | New |
| Cordant, Inc. | 2 | $486 | 0.00% | +2 | New |
| Sunrise Financial Services, LLC | 2 | $626 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $626 | 0.00% | +1+100.0% | Added |
| Financial Network Wealth Advisors LLC | 2 | $626 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $627 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 3 | $939 | 0.00% | +3 | New |
| Trifecta Capital Advisors, LLC | 3 | $940 | 0.00% | +3 | New |
| Spectrum Wealth Advisory Group, LLC | 3 | $943 | 0.00% | +3 | New |
| Elevated Capital Advisors, LLC | 3 | $953 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3 | $973 | 0.00% | −2−40.0% | Reduced |
| PayPay Securities Corp | 4 | $1.25K | 0.05% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 4 | $1.25K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4 | $1.25K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 4 | $1.25K | 0.00% | +4 | New |
| American National Bank | 5 | $1.56K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 5 | $1.57K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $1.57K | 0.00% | +1+25.0% | Added |
| Roxbury Financial LLC | 6 | $1.80K | 0.00% | −120−95.2% | Reduced |
| Dunhill Financial, LLC | 6 | $2.08K | 0.00% | −1−14.3% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 7 | $2.19K | 0.00% | −25−78.1% | Reduced |
| NVWM, LLC | 7 | $2.19K | 0.00% | +1+16.7% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 7 | $2.20K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 7 | $2.27K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 8 | $2.46K | 0.00% | −50−86.2% | Reduced |
| Strive Financial Group ,LLC | 8 | $2.50K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 9 | $2.69K | 0.00% | +9 | New |
| Signature Resources Capital Management, LLC | 9 | $2.82K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 9 | $2.89K | 0.00% | +9 | New |
| J.Safra Asset Management Corp | 10 | $3.13K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 10 | $3.13K | 0.00% | +10 | New |
| Beacon Investment Advisory Services, Inc. | 10 | $3.13K | 0.00% | −10−50.0% | Reduced |
| Atwood & Palmer Inc | 10 | $3.13K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 10 | $3.29K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11 | $3.44K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 11 | $3.44K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 12 | $3.76K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $3.76K | 0.00% | +4+50.0% | Added |
| WestEnd Advisors, LLC | 13 | $4.07K | 0.00% | +13 | New |
| Main Street Group, LTD | 13 | $4.16K | 0.00% | −3−18.8% | Reduced |
| Godfrey Financial Associates, Inc. | 14 | $4.38K | 0.00% | −12−46.2% | Reduced |
| 1 North Wealth Services LLC | 15 | $4.70K | 0.00% | 00.0% | Unchanged |
| Merrithew & Thorsten Inc | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 16 | $5.01K | 0.00% | −7−30.4% | Reduced |
| Burk Holdings LLC | 16 | $5.01K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 16 | $5.01K | 0.00% | +16 | New |
| Rocky Mountain Advisers, LLC | 19 | $5.95K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 19 | $5.95K | 0.00% | +1+5.6% | Added |
| Hager Investment Management Services, LLC | 20 | $6.26K | 0.00% | −15−42.9% | Reduced |
| Evolution Wealth Management Inc. | 21 | $6.58K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $6.89K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 23 | $7.20K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 23 | $7.20K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 23 | $7.20K | 0.00% | +2+9.5% | Added |
| Silicon Valley Capital Partners | 23 | $7.25K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 24 | $7.52K | 0.00% | −3−11.1% | Reduced |
| MPWM Advisory Solutions, LLC | 25 | $7.83K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 25 | $7.86K | 0.01% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 25 | $8.03K | 0.00% | +25 | New |
| Rialto Wealth Management, LLC | 26 | $8.14K | 0.00% | +4+18.2% | Added |
| Nvest Wealth Strategies, Inc. | 27 | $8.46K | 0.01% | −2−6.9% | Reduced |
| MidFirst Bank | 28 | $8.77K | 0.00% | +5+21.7% | Added |
| Rakuten Securities, Inc. | 29 | $9.08K | 0.00% | −66−69.5% | Reduced |
| Raffa Wealth Management, LLC | 29 | $9.08K | 0.00% | +4+16.0% | Added |
| Copia Wealth Management | 29 | $9.12K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 29 | $9.12K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 30 | $9.39K | 0.01% | −20−40.0% | Reduced |
| Collier Financial | 30 | $9.39K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 30 | $9.39K | 0.00% | +12+66.7% | Added |
| Fedenia Advisers LLC | 30 | $9.39K | 0.00% | +30 | New |
| Ares Financial Consulting, LLC | 31 | $9.71K | 0.01% | +6+24.0% | Added |
| Capital Analysts, LLC | 34 | $10.0K | 0.00% | −1−2.9% | Reduced |
| Pacific Center for Financial Services | 33 | $10.3K | 0.00% | −33−50.0% | Reduced |
| TFC Financial Management | 33 | $10.3K | 0.00% | +25+312.5% | Added |
| VSM Wealth Advisory, LLC | 34 | $10.5K | 0.00% | +1+3.0% | Added |
| Strategic Investment Solutions, Inc. | 34 | $10.5K | 0.00% | +1+3.0% | Added |
| Sankala Group LLC | 32 | $10.5K | 0.01% | −3−8.6% | Reduced |
| Bank of New Hampshire | 35 | $11.0K | 0.00% | −11−23.9% | Reduced |
| Creative Capital Management Investments LLC | 35 | $11.0K | 0.00% | +15+75.0% | Added |
| Evermay Wealth Management LLC | 36 | $11.3K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 37 | $11.6K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 37 | $11.6K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 37 | $11.6K | 0.00% | +4+12.1% | Added |
| Hughes Financial Services, LLC | 37 | $11.6K | 0.00% | +10+37.0% | Added |
| Measured Wealth Private Client Group, LLC | 37 | $11.6K | 0.00% | +37 | New |
| Bay Harbor Wealth Management, LLC | 39 | $12.2K | 0.00% | +6+18.2% | Added |
| Bare Financial Services, Inc | 39 | $12.2K | 0.00% | +19+95.0% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 39 | $12.2K | 0.01% | +39 | New |
| Medallion Wealth Advisors, LLC | 40 | $12.5K | 0.00% | +5+14.3% | Added |
| Luken Investment Analytics, LLC | 40 | $12.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 40 | $12.5K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 41 | $12.8K | 0.03% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 43 | $13.3K | 0.01% | +1+2.4% | Added |
| Marquette Asset Management, LLC | 43 | $13.5K | 0.00% | 00.0% | Unchanged |
