| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1 | $82 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $82 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 2 | $164 | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 3 | $245 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 3 | $245 | 0.00% | +3 | New |
| Financial Consulate, Inc | 4 | $327 | 0.00% | −96−96.0% | Reduced |
| Trust Co | 4 | $327 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 4 | $327 | 0.00% | +4 | New |
| Walsh & Associates, LLC | 4 | $327 | 0.00% | +4 | New |
| DHJJ Financial Advisors, Ltd. | 5 | $409 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $409 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $409 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5 | $409 | 0.00% | +5 | New |
| Pittenger & Anderson Inc | 5 | $409 | 0.00% | +5 | New |
| Curio Wealth, LLC | 5 | $409 | 0.00% | +5 | New |
| Mascoma Wealth Management LLC | 6 | $490 | 0.00% | −5−45.5% | Reduced |
| Breakwater Investment Management | 7 | $573 | 0.00% | +7 | New |
| Whipplewood Advisors, LLC | 9 | $735 | 0.00% | −6−40.0% | Reduced |
| Investors Portfolio Services LLC | 7 | $814 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $817 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $817 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 10 | $817 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 10 | $817 | 0.00% | +4+66.7% | Added |
| PayPay Securities Corp | 10 | $824 | 0.03% | −3−23.1% | Reduced |
| Networth Advisors, LLC | 12 | $981 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 12 | $981 | 0.00% | +5+71.4% | Added |
| Washington Trust Advisors, Inc. | 13 | $1.06K | 0.00% | +13 | New |
| Raleigh Capital Management Inc. | 13 | $1.06K | 0.00% | +13 | New |
| Retirement Wealth Solutions LLC | 14 | $1.15K | 0.00% | +8+133.3% | Added |
| Picton Mahoney Asset Management | 15 | $1.23K | 0.00% | −15,239−99.9% | Reduced |
| HFM Investment Advisors, LLC | 16 | $1.31K | 0.00% | +6+60.0% | Added |
| Bare Financial Services, Inc | 19 | $1.55K | 0.00% | +13+216.7% | Added |
| Caitong International Asset Management Co., Ltd | 20 | $1.63K | 0.00% | +18+900.0% | Added |
| Legacy Wealth Managment, LLC | 21 | $1.72K | 0.00% | −18−46.2% | Reduced |
| Clean Yield Group | 25 | $2.04K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 25 | $2.04K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 25 | $2.04K | 0.00% | +10+66.7% | Added |
| Aspect Partners, LLC | 26 | $2.13K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 26 | $2.13K | 0.00% | +26 | New |
| Park Place Capital Corp | 27 | $2.21K | 0.00% | +27 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 30 | $2.45K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 30 | $2.45K | 0.00% | −9,495−99.7% | Reduced |
| 1015 Capital Partners, LLC | 30 | $2.45K | 0.00% | +6+25.0% | Added |
| Portus Wealth Advisors, LLC | 30 | $2.45K | 0.00% | +30 | New |
| IMA Wealth, Inc. | 31 | $2.53K | 0.00% | +4+14.8% | Added |
| NVWM, LLC | 34 | $2.78K | 0.00% | +15+78.9% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 35 | $2.86K | 0.00% | −17−32.7% | Reduced |
| Ankerstar Wealth, LLC | 35 | $2.86K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 36 | $2.94K | 0.00% | −37−50.7% | Reduced |
| Rialto Wealth Management, LLC | 38 | $3.11K | 0.00% | +9+31.0% | Added |
| Vision Retirement, LLC | 45 | $3.68K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 46 | $3.76K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 48 | $3.92K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 50 | $4.09K | 0.00% | −71−58.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 50 | $4.09K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 50 | $4.09K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 50 | $4.09K | 0.00% | +50 | New |
| Signature Resources Capital Management, LLC | 53 | $4.33K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 54 | $4.41K | 0.00% | −4−6.9% | Reduced |
| Highline Wealth Partners LLC | 56 | $4.58K | 0.00% | +24+75.0% | Added |
| McMillan Office, Inc. | 58 | $4.74K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 59 | $4.82K | 0.00% | +13+28.3% | Added |
| Intentional Wealth Strategies, LLC | 60 | $4.90K | 0.00% | +60 | New |
| Synergy Investment Management, LLC | 61 | $4.99K | 0.00% | +61 | New |
| Bay Harbor Wealth Management, LLC | 65 | $5.31K | 0.00% | +20+44.4% | Added |
| Princeton Global Asset Management LLC | 65 | $5.31K | 0.00% | −13−16.7% | Reduced |
| Virtus ETF Advisers LLC | 68 | $5.56K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 71 | $5.80K | 0.00% | +40+129.0% | Added |
| Bank of Jackson Hole Trust | 74 | $6.05K | 0.00% | +27+57.4% | Added |
| High Note Wealth, LLC | 76 | $6.21K | 0.00% | +36+90.0% | Added |
| Addison Advisors LLC | 78 | $6.38K | 0.00% | −12−13.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 80 | $6.54K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 81 | $6.62K | 0.00% | −8−9.0% | Reduced |
| LRI Investments, LLC | 81 | $6.62K | 0.00% | +6+8.0% | Added |
| Cornerstone Financial Management LLC | 81 | $6.62K | 0.01% | +16+24.6% | Added |
| Bayban | 89 | $7.27K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 94 | $7.68K | 0.00% | −110−53.9% | Reduced |
| Strengthening Families & Communities, LLC | 95 | $7.76K | 0.00% | −4,258−97.8% | Reduced |
| Kozak & Associates, Inc. | 100 | $7.87K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 98 | $8.01K | 0.00% | +4+4.3% | Added |
| Tradewinds Capital Management, LLC | 100 | $8.17K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $8.17K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 103 | $8.42K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 105 | $8.58K | 0.00% | −73−41.0% | Reduced |
| DT Investment Partners, LLC | 105 | $8.58K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 106 | $8.65K | 0.00% | −4−3.6% | Reduced |
| Valued Wealth Advisors LLC | 108 | $8.83K | 0.00% | +36+50.0% | Added |
| GHP Investment Advisors, Inc. | 109 | $8.91K | 0.00% | +9+9.0% | Added |
| Coston, McIsaac & Partners | 117 | $9.00K | 0.00% | +117 | New |
| American National Bank | 112 | $9.15K | 0.00% | +112 | New |
| Atlas Capital Advisors LLC | 115 | $9.40K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 119 | $9.72K | 0.00% | +68+133.3% | Added |
| Marquette Asset Management, LLC | 119 | $9.72K | 0.00% | +119 | New |
| Brown, Lisle/Cummings, Inc. | 120 | $9.81K | 0.00% | +110+1,100.0% | Added |
| Scarborough Advisors, LLC | 121 | $9.89K | 0.00% | −54−30.9% | Reduced |
| Bellevue Asset Management, LLC | 125 | $10.2K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 126 | $10.3K | 0.00% | +126 | New |
| TFC Financial Management | 127 | $10.4K | 0.00% | 00.0% | Unchanged |