| Gen-Wealth Partners Inc | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 13 | $2.03K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 20 | $3.13K | 0.00% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 20 | $3.25K | 0.00% | +20 | New |
| DB Fitzpatrick & Co, Inc | 26 | $4.06K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 30 | $4.69K | 0.00% | +30 | New |
| Demars Financial Group, LLC | 811,927 | $5.20K | 0.15% | +344,016+73.5% | Added |
| Luken Investment Analytics, LLC | 40 | $6.25K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 42 | $6.56K | 0.00% | −44−51.2% | Reduced |
| ROSS\JOHNSON & Associates LLC | 51 | $7.97K | 0.14% | +11+27.5% | Added |
| C M Bidwell & Associates Ltd | 60 | $9.37K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 60 | $9.37K | 0.01% | +20+50.0% | Added |
| Redmont Wealth Advisors LLC | 60 | $9.37K | 0.02% | +60 | New |
| Anfield Capital Management, LLC | 61 | $9.53K | 0.00% | −7,593−99.2% | Reduced |
| Retirement Wealth Solutions LLC | 80 | $12.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 88 | $13.7K | 0.01% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 93 | $14.6K | 0.01% | +93 | New |
| Bay Harbor Wealth Management, LLC | 95 | $14.8K | 0.00% | +95 | New |
| Fairman Group, LLC | 80 | $15.2K | 0.01% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 100 | $15.6K | 0.00% | −66,498−99.8% | Reduced |
| Robbins Farley LLC | 100 | $15.6K | 0.01% | 00.0% | Unchanged |
| Avenir Tech Ltd | 100 | $15.6K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 100 | $15.6K | 0.01% | 00.0% | Unchanged |
| BloombergSen Inc. | 100 | $15.6K | 0.00% | +100 | New |
| Eq Wealth Advisors, LLC | 101 | $15.8K | 0.01% | +101 | New |
| von Borstel & Associates, Inc. | 105 | $16.0K | 0.00% | +105 | New |
| Eukles Asset Management | 103 | $16.1K | 0.01% | +1+1.0% | Added |
| WestEnd Advisors, LLC | 104 | $16.2K | 0.00% | +70+205.9% | Added |
| Longfellow Investment Management Co LLC | 110 | $17.2K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 110 | $17.2K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 112 | $17.5K | 0.02% | +24+27.3% | Added |
| Mountain Hill Investment Partners Corp. | 113 | $17.7K | 0.02% | −90−44.3% | Reduced |
| Cedar Wealth Management, LLC | 120 | $18.7K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 120 | $19.0K | 0.00% | +96+400.0% | Added |
| USA Financial Portformulas Corp | 122 | $19.1K | 0.00% | +31+34.1% | Added |
| CGC Financial Services, LLC | 128 | $20.0K | 0.01% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 135 | $21.1K | 0.01% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 140 | $21.9K | 0.01% | +140 | New |
| Fiduciary Advisors, Inc. | 140 | $21.9K | 0.02% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 156 | $24.3K | 0.02% | −2,220−93.4% | Reduced |
| Pineridge Advisors LLC | 157 | $24.6K | 0.01% | +57+57.0% | Added |
| Principia Wealth Advisory, LLC | 161 | $25.9K | 0.03% | +85+111.8% | Added |
| MorganRosel Wealth Management, LLC | 166 | $25.9K | 0.01% | +166 | New |
| NCP Inc. | 175 | $27.4K | 0.04% | −2,301−92.9% | Reduced |
| Richardson Capital Management LLC | 179 | $28.0K | 0.02% | +95+113.1% | Added |
| Ball & Co Wealth Management Inc. | 202 | $31.0K | 0.03% | −78−27.9% | Reduced |
| Guardian Wealth Management, Inc. | 199 | $31.2K | 0.02% | −1−0.5% | Reduced |
| Old Point Trust & Financial Services N A | 200 | $31.2K | 0.01% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 200 | $31.2K | 0.09% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 200 | $31.2K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 200 | $31.2K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $31.2K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 200 | $31.2K | 0.01% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 200 | $31.2K | 0.03% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $31.2K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 203 | $31.7K | 0.02% | +203 | New |
| POM Investment Strategies, LLC | 216 | $33.7K | 0.04% | −400−64.9% | Reduced |
| Elevate Wealth Advisory, Inc | 218 | $34.1K | 0.02% | +218 | New |
| Dakota Community Bank & Trust NA | 220 | $34.4K | 0.17% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 224 | $35.0K | 0.02% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 230 | $35.9K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 240 | $37.5K | 0.03% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 245 | $38.3K | 0.05% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 247 | $38.6K | 0.02% | 00.0% | Unchanged |
| Clark Wealth Partners | 248 | $38.7K | 0.03% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 254 | $39.7K | 0.02% | −274−51.9% | Reduced |
| Winnow Wealth LLC | 260 | $40.6K | 0.04% | +59+29.4% | Added |
| Hoese & Co LLP | 260 | $40.6K | 0.04% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 266 | $41.6K | 0.02% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 280 | $43.7K | 0.03% | 00.0% | Unchanged |
| Family CFO Inc | 280 | $43.7K | 0.02% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 280 | $43.7K | 0.02% | +280 | New |
| LSV Asset Management | 280 | $44.0K | 0.00% | +140+100.0% | Added |
| Triavera Capital LLC | 282 | $44.1K | 0.03% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 285 | $44.5K | 0.03% | 00.0% | Unchanged |
| Compass Financial Services Inc | 286 | $44.7K | 0.02% | −55−16.1% | Reduced |
| Longview Financial Advisors LLC | 287 | $44.8K | 0.03% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 292 | $45.6K | 0.03% | −126−30.1% | Reduced |
| Richardson Financial Services Inc. | 293 | $45.8K | 0.03% | −2−0.7% | Reduced |
| Raleigh Capital Management Inc. | 297 | $46.4K | 0.02% | −747−71.6% | Reduced |
| 1620 Investment Advisors, Inc. | 318 | $49.7K | 0.04% | −25−7.3% | Reduced |
| Essex Investment Management Co LLC | 320 | $50.0K | 0.01% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 325 | $50.8K | 0.03% | +325 | New |
| Stephens Consulting, LLC | 328 | $51.2K | 0.01% | −201−38.0% | Reduced |
| Cedar Mountain Advisors, LLC | 331 | $51.7K | 0.01% | −23−6.5% | Reduced |
| Columbia River Financial Group, LLC | 350 | $54.0K | 0.04% | +350 | New |
| Copia Wealth Management | 355 | $55.5K | 0.05% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 360 | $56.2K | 0.03% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 362 | $56.6K | 0.02% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 299 | $56.9K | 0.04% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 365 | $57.0K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 369 | $57.6K | 0.03% | +369 | New |
| HFM Investment Advisors, LLC | 374 | $58.4K | 0.03% | +374 | New |
| Horizons Wealth Management | 380 | $59.4K | 0.04% | 00.0% | Unchanged |
| Abound Financial, LLC | 389 | $60.8K | 0.03% | +389 | New |
| Nova Wealth Management, Inc. | 398 | $62.1K | 0.05% | +391+5,585.7% | Added |
| Caitong International Asset Management Co., Ltd | 406 | $63.4K | 0.05% | −6,654−94.2% | Reduced |
| Vermillion Wealth Management, Inc. | 415 | $64.8K | 0.02% | +1+0.2% | Added |
| Lowe Wealth Advisors, LLC | 417 | $65.1K | 0.03% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 434 | $67.8K | 0.06% | −199−31.4% | Reduced |
