| Vista Private Wealth Partners. LLC | 1 | $392 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Demars Financial Group, LLC | 540,924 | $1.39K | 0.04% | +539,523+38,509.9% | Added |
| WestEnd Advisors, LLC | 6 | $2.33K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 8 | $3.00K | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 8 | $3.11K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 10 | $3.89K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 10 | $3.89K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 12 | $4.67K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 12 | $4.67K | 0.00% | +12 | New |
| North Ridge Wealth Advisors, Inc. | 15 | $5.83K | 0.00% | +15 | New |
| Studio Investment Management LLC | 16 | $6.22K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 18 | $7.00K | 0.00% | +18 | New |
| Fairway Wealth LLC | 20 | $7.78K | 0.00% | +20 | New |
| Winnow Wealth LLC | 22 | $8.17K | 0.01% | +22 | New |
| NBC Securities, Inc. | 22 | $8.60K | 0.79% | −21,879−99.9% | Reduced |
| FPC Investment Advisory, Inc. | 22 | $9.06K | 0.01% | +11+100.0% | Added |
| Anfield Capital Management, LLC | 24 | $9.34K | 0.00% | −12−33.3% | Reduced |
| Anderson Financial Strategies, LLC | 24 | $9.34K | 0.01% | +24 | New |
| Principia Wealth Advisory, LLC | 25 | $9.72K | 0.01% | +25 | New |
| Conquis Financial LLC | 26 | $10.1K | 0.01% | +26 | New |
| PayPay Securities Corp | 27 | $10.5K | 0.46% | +10+58.8% | Added |
| Parvin Asset Management, LLC | 30 | $11.7K | 0.01% | +30 | New |
| Parkworth Wealth Management, Inc. | 33 | $13.0K | 0.01% | +33 | New |
| Clal Insurance Enterprises Holdings Ltd | 34 | $13.0K | 0.00% | +34 | New |
| Fiduciary Advisors, Inc. | 34 | $13.3K | 0.01% | +34 | New |
| Heck Capital Advisors, LLC | 35 | $13.6K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 35 | $13.7K | 0.01% | +35 | New |
| Stephenson National Bank & Trust | 39 | $15.2K | 0.01% | −19−32.8% | Reduced |
| Westend Capital Management, LLC | 39 | $15.2K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 40 | $15.6K | 0.01% | +12+42.9% | Added |
| Newton One Investments LLC | 40 | $15.6K | 0.01% | +40 | New |
| Lummis Asset Management, LP | 41 | $15.9K | 0.02% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 41 | $15.9K | 0.01% | +41 | New |
| Caitlin John, LLC | 42 | $16.4K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 44 | $17.1K | 0.01% | +44 | New |
| XY Capital Ltd | 50 | $19.4K | 0.02% | +50 | New |
| C M Bidwell & Associates Ltd | 51 | $19.8K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 52 | $20.0K | 0.01% | +52 | New |
| Iron Horse Wealth Management, LLC | 53 | $20.6K | 0.01% | +7+15.2% | Added |
| Collier Financial | 59 | $23.1K | 0.02% | +59 | New |
| PFG Private Wealth Management, LLC | 60 | $23.3K | 0.01% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 62 | $24.0K | 0.06% | +62 | New |
| Synergy Financial Management, LLC | 63 | $25.5K | 0.00% | +63 | New |
| Clarity Asset Management, Inc. | 66 | $25.5K | 0.02% | +1+1.5% | Added |
| Gould Capital, LLC | 66 | $25.7K | 0.02% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 68 | $26.5K | 0.02% | +68 | New |
| Ulland Investment Advisors, LLC | 69 | $27.0K | 0.02% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 71 | $28.0K | 0.04% | −9−11.3% | Reduced |
| Wingate Wealth Advisors, Inc. | 73 | $28.4K | 0.03% | +73 | New |
| Bare Financial Services, Inc | 74 | $28.8K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 75 | $29.0K | 0.00% | −30−28.6% | Reduced |
| Navigoe, LLC | 75 | $29.0K | 0.03% | +75 | New |
| Innovative Advisory Group, LLC | 75 | $29.2K | 0.03% | +75 | New |
| Legend Financial Advisors, Inc. | 76 | $29.6K | 0.02% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 80 | $31.1K | 0.06% | 00.0% | Unchanged |
| Knott David M Jr | 80 | $31.1K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 82 | $31.9K | 0.02% | +82 | New |
| Quest 10 Wealth Builders, Inc. | 84 | $32.7K | 0.03% | +84 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 86 | $33.0K | 0.03% | −68−44.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 88 | $34.1K | 0.02% | +10+12.8% | Added |
| JDM Financial Group LLC | 90 | $35.0K | 0.02% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 90 | $35.0K | 0.03% | +90 | New |
| Talon Private Wealth, LLC | 95 | $37.0K | 0.01% | −14−12.8% | Reduced |
| Quarry LP | 96 | $37.3K | 0.01% | +66+220.0% | Added |
| Kings Path Partners LLC | 97 | $37.7K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 98 | $38.1K | 0.01% | −16−14.0% | Reduced |
| Skylands Capital, LLC | 100 | $38.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 100 | $38.9K | 0.03% | 00.0% | Unchanged |
| Family CFO Inc | 100 | $38.9K | 0.02% | 00.0% | Unchanged |
| Sellwood Investment Partners LLC | 100 | $38.9K | 0.02% | +100 | New |
| NewSquare Capital LLC | 102 | $39.7K | 0.00% | +68+200.0% | Added |
| Rakuten Securities, Inc. | 104 | $40.5K | 0.02% | −143−57.9% | Reduced |
| Marshall Investment Management, LLC | 100 | $40.5K | 0.02% | +100 | New |
| Sugar Maple Asset Management, LLC | 105 | $40.8K | 0.03% | +105 | New |
| Briaud Financial Planning, Inc | 106 | $41.0K | 0.02% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 103 | $42.0K | 0.03% | +3+3.0% | Added |
| Legacy Wealth Managment, LLC | 103 | $42.0K | 0.03% | +3+3.0% | Added |
| Strategic Investment Solutions, Inc. | 126 | $43.8K | 0.01% | −3−2.3% | Reduced |
| Burkett Financial Services, LLC | 113 | $43.9K | 0.02% | +1+0.9% | Added |
| TruNorth Capital Management, LLC | 114 | $44.2K | 0.01% | −90−44.1% | Reduced |
| Tacita Capital Inc | 114 | $44.3K | 0.03% | −66−36.7% | Reduced |
| Robinswood Financial LLC | 114 | $44.6K | 0.02% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 115 | $44.7K | 0.85% | +115 | New |
| Advantage Trust Co | 117 | $45.5K | 0.03% | 00.0% | Unchanged |
| Vega Investment Solutions | 117 | $45.5K | 0.04% | +117 | New |
| Copia Wealth Management | 121 | $47.1K | 0.04% | +121 | New |
| Pacific Capital Wealth Advisors, Inc | 123 | $47.9K | 0.01% | −10−7.5% | Reduced |
| Activest Wealth Management | 126 | $49.0K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 134 | $52.1K | 0.02% | +134 | New |
| Accredited Wealth Management, LLC | 137 | $53.3K | 0.05% | +137 | New |
| Semmax Financial Advisors Inc. | 131 | $54.2K | 0.01% | +12+10.1% | Added |
| 10Elms LLP | 140 | $54.5K | 0.06% | +140 | New |
| Runnymede Capital Advisors, Inc. | 140 | $54.5K | 0.05% | +140 | New |
| Sanctuary Wealth Management, L.L.C. | 147 | $57.2K | 0.04% | 00.0% | Unchanged |
| True Wealth Design, LLC | 148 | $57.5K | 0.02% | +13+9.6% | Added |
| Finley Financial, LLC | 145 | $58.9K | 0.03% | +145 | New |
| MB, Levis & Associates, LLC | 159 | $61.7K | 0.03% | +1+0.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 158 | $61.8K | 0.04% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 161 | $62.6K | 0.00% | +161 | New |
