| Impact Partnership Wealth, LLC | 0 | $41 | 0.00% | −43−100.0% | Reduced |
| Global Assets Advisory, LLC | 94,391 | $467 | 0.02% | +94,391 | New |
| Tfo-TDC, LLC | 3 | $616 | 0.00% | −3−50.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 4 | $821 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 4 | $821 | 0.00% | +4 | New |
| Caitlin John, LLC | 4 | $858 | 0.00% | −7−63.6% | Reduced |
| CGC Financial Services, LLC | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 10 | $2.05K | 0.00% | +10 | New |
| HighMark Wealth Management LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 11 | $2.26K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 12 | $2.46K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 15 | $3.08K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 18 | $3.69K | 0.18% | −1−5.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 18 | $3.69K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 20 | $4.11K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 20 | $4.11K | 0.00% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 20 | $4.11K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 20 | $4.11K | 0.01% | +20 | New |
| Sofos Investments, Inc. | 21 | $4.36K | 0.00% | +21 | Added |
| Christopher J. Hasenberg, Inc | 22 | $4.52K | 0.00% | +22 | New |
| Your Advocates Ltd., LLP | 23 | $4.72K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 24 | $4.90K | 0.00% | −228−90.5% | Reduced |
| Voisard Asset Management Group, Inc. | 24 | $4.95K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 25 | $5.13K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 27 | $5.54K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 29 | $5.95K | 0.00% | +9+45.0% | Added |
| Financial Freedom, LLC | 30 | $6.19K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 31 | $6.36K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 32 | $6.46K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 33 | $6.77K | 0.00% | +33 | New |
| Glass Jacobson Investment Advisors llc | 43 | $8.83K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 44 | $9.04K | 0.00% | +10+29.4% | Added |
| Pacifica Partners Inc. | 50 | $9.92K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $10.3K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 50 | $10.3K | 0.01% | +50 | New |
| Gleason Group, Inc. | 52 | $10.6K | 0.00% | +1+2.0% | Added |
| Arcadia Investment Management Corp | 53 | $10.9K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 51 | $11.0K | 0.00% | +3+6.3% | Added |
| Frank, Rimerman Advisors LLC | 54 | $11.1K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 59 | $12.1K | 0.01% | +1+1.7% | Added |
| Clear Investment Research, LLC | 59 | $12.3K | 0.02% | −22−27.2% | Reduced |
| Morgan Dempsey Capital Management LLC | 62 | $12.7K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 63 | $12.9K | 0.01% | +12+23.5% | Added |
| Highline Wealth Partners LLC | 63 | $13.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 65 | $13.3K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 65 | $13.3K | 0.01% | +65 | New |
| Quarry LP | 67 | $13.8K | 0.01% | −13−16.3% | Reduced |
| WealthCollab, LLC | 67 | $13.8K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 68 | $13.9K | 0.00% | −1−1.4% | Reduced |
| Cyrus J. Lawrence, LLC | 73 | $14.0K | 0.00% | +73 | New |
| Transcendent Capital Group LLC | 70 | $14.4K | 0.01% | −3,021−97.7% | Reduced |
| Founders Capital Management | 75 | $15.4K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 77 | $15.8K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 78 | $16.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 83 | $16.9K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 84 | $17.2K | 0.01% | −85−50.3% | Reduced |
| Stephenson National Bank & Trust | 89 | $18.3K | 0.01% | +89 | New |
| Pineridge Advisors LLC | 91 | $18.7K | 0.01% | −106−53.8% | Reduced |
| Cedar Mountain Advisors, LLC | 91 | $18.7K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 95 | $19.5K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 97 | $19.9K | 0.00% | +96+9,600.0% | Added |
| Northwest Capital Management Inc | 100 | $20.5K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 100 | $20.5K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 102 | $20.9K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 103 | $21.1K | 0.01% | +1+1.0% | Added |
| Continuum Advisory, LLC | 108 | $21.7K | 0.00% | +108 | New |
| Spectrum Wealth Counsel, LLC | 107 | $22.0K | 0.00% | +32+42.7% | Added |
| Cornerstone Planning Group LLC | 116 | $22.7K | 0.01% | +8+7.4% | Added |
| Fortis Group Advisors, LLC | 115 | $23.6K | 0.00% | −115−50.0% | Reduced |
| Wolff Wiese Magana LLC | 115 | $23.6K | 0.02% | −16−12.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 119 | $24.5K | 0.01% | −24−16.8% | Reduced |
| Altshuler Shaham Ltd | 120 | $24.6K | 0.00% | −9−7.0% | Reduced |
| McIlrath & Eck, LLC | 120 | $24.6K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 124 | $25.5K | 0.01% | 00.0% | Unchanged |
| LGT Group Foundation | 125 | $25.7K | 0.00% | +125 | New |
| Evolution Advisers, Inc. | 135 | $28.0K | 0.02% | +1+0.7% | Added |
| Coston, McIsaac & Partners | 137 | $28.0K | 0.01% | +1+0.7% | Added |
| VisionPoint Advisory Group, LLC | 137 | $28.2K | 0.01% | +18+15.1% | Added |
| Credential Qtrade Securities Inc. | 148 | $30.4K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 151 | $31.0K | 0.01% | −397−72.4% | Reduced |
| Spotlight Asset Group, Inc. | 154 | $31.6K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 156 | $32.1K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 164 | $33.7K | 0.01% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 165 | $33.9K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 166 | $34.1K | 0.01% | −12−6.7% | Reduced |
| Richardson Capital Management LLC | 170 | $34.9K | 0.03% | +170 | New |
| Private Ocean, LLC | 175 | $35.9K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 176 | $36.1K | 0.00% | +10+6.0% | Added |
| Stone House Investment Management, LLC | 181 | $37.2K | 0.01% | +181 | New |
| Richard W. Paul & Associates, LLC | 186 | $38.2K | 0.02% | +100+116.3% | Added |
| Pathway Financial Advisers, LLC | 190 | $39.2K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 191 | $39.2K | 0.02% | 00.0% | Unchanged |
| Syntax Research, Inc. | 191 | $39.2K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 197 | $40.4K | 0.02% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 213 | $40.7K | 0.02% | −14−6.2% | Reduced |
| Loomis Sayles & Co L P | 198 | $41.0K | 0.00% | +39+24.5% | Added |
