| Alberta Investment Management Corp | 22,279 | $0 | 0.00% | +13,067+141.8% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 1 | $353 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $407 | 0.00% | −7−87.5% | Reduced |
| Luken Investment Analytics, LLC | 2 | $673 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $674 | 0.00% | −3−60.0% | Reduced |
| Frazier Financial Advisors, LLC | 2 | $674 | 0.00% | +2 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $693 | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3 | $1.01K | 0.00% | +3 | New |
| Creative Capital Management Investments LLC | 4 | $1.35K | 0.00% | +4 | New |
| Whipplewood Advisors, LLC | 4 | $1.35K | 0.00% | +4 | New |
| Luminist Capital LLC | 5 | $1.68K | 0.00% | +5 | New |
| 1015 Capital Partners, LLC | 5 | $1.68K | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $1.68K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 5 | $1.68K | 0.00% | +5 | New |
| Hollencrest Capital Management | 6 | $2.02K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 6 | $2.02K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 6 | $2.02K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $2.02K | 0.00% | +1+20.0% | Added |
| Colonial Trust Advisors | 7 | $2.36K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 7 | $2.36K | 0.00% | +7 | New |
| Sawyer & Company, Inc | 8 | $2.69K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $2.69K | 0.00% | −9−52.9% | Reduced |
| First Pacific Financial | 8 | $2.71K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 9 | $3.03K | 0.00% | −7−43.8% | Reduced |
| Tripletail Wealth Management, LLC | 9 | $3.03K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 9 | $3.03K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 9 | $3.03K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 9 | $3.06K | 0.00% | +9 | New |
| Fortis Group Advisors, LLC | 10 | $3.37K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 10 | $3.37K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 10 | $3.37K | 0.00% | +10 | New |
| Limestone Investment Advisors LP | 10 | $3.37K | 0.00% | +10 | New |
| Cornerstone Financial Management LLC | 10 | $3.37K | 0.00% | +10 | New |
| Crewe Advisors LLC | 11 | $3.70K | 0.00% | −306−96.5% | Reduced |
| SWAN Capital LLC | 12 | $4.04K | 0.00% | −2−14.3% | Reduced |
| Raffa Wealth Management, LLC | 12 | $4.04K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 12 | $4.04K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 13 | $4.43K | 0.00% | −294−95.8% | Reduced |
| Global Wealth Strategies & Associates | 13 | $4.50K | 0.00% | +3+30.0% | Added |
| Longfellow Investment Management Co LLC | 14 | $4.71K | 0.00% | −2,160−99.4% | Reduced |
| Elevated Capital Advisors, LLC | 14 | $4.71K | 0.00% | +14 | New |
| Monetary Solutions, Ltd | 14 | $4.71K | 0.00% | +14 | New |
| Valued Wealth Advisors LLC | 14 | $4.75K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 13 | $4.77K | 0.04% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 14 | $4.85K | 0.00% | +14 | New |
| Roble, Belko & Company, Inc | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 15 | $5.05K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 15 | $5.05K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $5.05K | 0.00% | +3+25.0% | Added |
| Clayton Financial Group LLC | 15 | $5.05K | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 16 | $5.39K | 0.00% | +6+60.0% | Added |
| Eastern Bank | 16 | $5.39K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 16 | $5.39K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 16 | $5.39K | 0.00% | +16 | New |
| Team Financial Group, LLC | 18 | $6.06K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 18 | $6.06K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 18 | $6.06K | 0.00% | +18 | New |
| Winnow Wealth LLC | 18 | $6.07K | 0.00% | +9+100.0% | Added |
| Vision Financial Markets LLC | 19 | $6.21K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 19 | $6.40K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 19 | $6.40K | 0.00% | +19 | New |
| New Millennium Group LLC | 20 | $6.73K | 0.00% | −4−16.7% | Reduced |
| Ares Financial Consulting, LLC | 20 | $6.73K | 0.01% | +20 | New |
| MRP Capital Investments, LLC | 20 | $6.73K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 21 | $7.07K | 0.01% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 21 | $7.07K | 0.01% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 21 | $7.07K | 0.00% | +21 | New |
| IMA Wealth, Inc. | 22 | $7.41K | 0.00% | +21+2,100.0% | Added |
| Rakuten Securities, Inc. | 22 | $7.41K | 0.00% | −49−69.0% | Reduced |
| Hughes Financial Services, LLC | 22 | $7.41K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 23 | $7.74K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 23 | $7.74K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 23 | $7.74K | 0.00% | +23 | New |
| Noble Wealth Management PBC | 24 | $8.08K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 26 | $8.75K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 27 | $9.09K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 27 | $9.09K | 0.00% | +27 | New |
| Evolution Wealth Management Inc. | 28 | $9.43K | 0.01% | −38−57.6% | Reduced |
| Alexis Investment Partners, LLC | 29 | $9.76K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 29 | $9.76K | 0.00% | +29 | New |
| Miller Capital Partners, Inc. | 29 | $9.76K | 0.00% | +29 | New |
| Marquette Asset Management, LLC | 30 | $10.1K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 30 | $10.1K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 31 | $10.4K | 0.01% | +31 | New |
| Albion Financial Group | 31 | $10.4K | 0.00% | +15+93.8% | Added |
| Pacifica Partners Inc. | 31 | $10.6K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 32 | $10.8K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 32 | $10.9K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 34 | $11.0K | 0.00% | +3+9.7% | Added |
| Groupe la Francaise | 38 | $11.1K | 0.00% | −355−90.3% | Reduced |
| PFS Partners, LLC | 35 | $11.9K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 37 | $12.5K | 0.01% | −37−50.0% | Reduced |
| McIlrath & Eck, LLC | 37 | $12.5K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 37 | $12.5K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 38 | $12.8K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 38 | $12.8K | 0.01% | +10+35.7% | Added |
| Laurel Wealth Advisors LLC | 38 | $12.8K | 0.00% | +38 | New |
| SOA Wealth Advisors, LLC. | 38 | $12.8K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 39 | $13.1K | 0.00% | +39 | New |
| Archer Investment Corp | 40 | $13.4K | 0.00% | −39−49.4% | Reduced |