| Artemis Wealth Advisors, LLC | 3 | $0 | 0.00% | −420−99.3% | Reduced |
| Tfo-TDC, LLC | 4 | $183 | 0.00% | +4 | New |
| Bourgeon Capital Management LLC | 2 | $282 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $845 | 0.00% | −1−14.3% | Reduced |
| Eukles Asset Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 10 | $1.41K | 0.00% | −3,069−99.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 13 | $1.83K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 14 | $1.97K | 0.00% | +14 | New |
| KB Financial Partners, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 15 | $2.11K | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 18 | $2.54K | 0.00% | −5−21.7% | Reduced |
| Pacifica Partners Inc. | 19 | $2.71K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 20 | $3.00K | 0.00% | +20 | New |
| Retirement Financial Solutions, LLC | 23 | $3.24K | 0.00% | +23 | New |
| Cordant, Inc. | 30 | $4.23K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 30 | $4.23K | 0.00% | +30 | New |
| Canada Pension Plan Investment Board | 34 | $4.79K | 0.00% | −47,172−99.9% | Reduced |
| Core Wealth Advisors, Inc. | 36 | $5.07K | 0.00% | +36 | New |
| Tilia Fiduciary Partners, Inc. | 36 | $5.09K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 37 | $5.21K | 0.00% | +3+8.8% | Added |
| Paragon Wealth Strategies, LLC | 38 | $5.32K | 0.01% | +22+137.5% | Added |
| Sofos Investments, Inc. | 141 | $5.57K | 0.06% | −335−70.4% | Reduced |
| Bellwether Advisors, LLC | 40 | $5.63K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 40 | $5.64K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 41 | $5.78K | 0.00% | −321−88.7% | Reduced |
| Okabena Investment Services Inc | 42 | $5.92K | 0.00% | +42 | New |
| My Personal CFO, LLC | 42 | $5.92K | 0.01% | +42 | New |
| Laurel Wealth Planning LLC | 45 | $6.34K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 46 | $6.48K | 0.00% | +46 | New |
| Bray Capital Advisors | 50 | $7.04K | 0.00% | −354−87.6% | Reduced |
| Advanced Asset Management Advisors Inc | 56 | $7.89K | 0.00% | +56 | New |
| Level Financial Advisors, Inc. | 59 | $8.00K | 0.01% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $8.00K | 0.01% | – | New |
| Disciplined Investments, LLC | 58 | $8.17K | 0.00% | −1,870−97.0% | Reduced |
| Trifecta Capital Advisors, LLC | 59 | $8.31K | 0.00% | +59 | New |
| Grey Fox Wealth Advisors, LLC | 62 | $8.73K | 0.01% | +62 | New |
| Bromfield Sneider Wealth Advisors | 72 | $10.1K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 75 | $10.6K | 0.00% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 75 | $10.6K | 0.00% | +75 | New |
| Financial Synergies Wealth Advisors, Inc. | 75 | $10.6K | 0.00% | +65+650.0% | Added |
| Family CFO Inc | 77 | $10.8K | 0.01% | +1+1.3% | Added |
| Winch Advisory Services, LLC | 76 | $11.0K | 0.00% | +1+1.3% | Added |
| Distillate Capital Partners LLC | 81 | $11.4K | 1.07% | +81 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $12.8K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 95 | $13.4K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 98 | $13.8K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 100 | $14.1K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $14.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 100 | $14.1K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 100 | $14.1K | 0.95% | +100 | New |
| Clear Perspectives Financial Planning, LLC | 102 | $14.4K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 105 | $14.8K | 0.02% | +105 | New |
| Cedar Mountain Advisors, LLC | 106 | $15.0K | 0.00% | +1+1.0% | Added |
| FNY Investment Advisers, LLC | 110 | $15.0K | 0.02% | −52−32.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 110 | $15.5K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 115 | $16.0K | 0.01% | −35−23.3% | Reduced |
| Baldrige Asset Management LLC | 112 | $16.0K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 114 | $16.1K | 0.02% | +14+14.0% | Added |
| Dark Forest Capital Management LP | 115 | $16.2K | 0.00% | +115 | New |
| Bellevue Asset Management, LLC | 118 | $16.5K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 120 | $16.9K | 0.01% | +23+23.7% | Added |
| SJS Investment Consulting Inc. | 127 | $17.9K | 0.01% | +28+28.3% | Added |
| Delos Wealth Advisors, LLC | 128 | $18.0K | 0.03% | 00.0% | Unchanged |
| Win Advisors, Inc | 132 | $18.6K | 0.01% | −98−42.6% | Reduced |
| Horrell Capital Management, Inc. | 139 | $20.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 150 | $21.1K | 0.02% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 150 | $21.1K | 0.01% | +150 | New |
| PFG Private Wealth Management, LLC | 156 | $22.0K | 0.01% | +19+13.9% | Added |
| Raffa Wealth Management, LLC | 180 | $25.4K | 0.01% | +24+15.4% | Added |
| Fiduciary Alliance LLC | 181 | $25.4K | 0.01% | +181 | New |
| Red Tortoise LLC | 192 | $27.0K | 0.02% | +192 | New |
| Knuff & Co LLC | 200 | $28.2K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 201 | $28.3K | 0.01% | +3+1.5% | Added |
| Lam Group, Inc. | 202 | $28.5K | 0.03% | +202 | New |
| Blue Bell Private Wealth Management, LLC | 210 | $29.6K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 213 | $30.0K | 0.02% | −31−12.7% | Reduced |
| Live Oak Investment Partners | – | $30.2K | 0.03% | – | New |
| Insight Financial Services | 214 | $30.2K | 0.05% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 217 | $31.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 221 | $31.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 230 | $32.4K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 251 | $35.4K | 0.03% | +251 | New |
| TSFG, LLC | 256 | $36.0K | 0.01% | +52+25.5% | Added |
| Morton Brown Family Wealth, LLC | 256 | $36.1K | 0.02% | −41−13.8% | Reduced |
| West Paces Advisors Inc. | 258 | $36.4K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 289 | $40.8K | 0.05% | 00.0% | Unchanged |
| Kepos Capital LP | 298 | $42.0K | 0.01% | +298 | New |
| Bradley & Co. Private Wealth Management, LLC | 305 | $43.0K | 0.05% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 308 | $43.4K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 309 | $43.5K | 0.03% | +108+53.7% | Added |
| RE Dickinson Investment Advisors, LLC | 315 | $44.0K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 310 | $44.0K | 0.39% | +240+342.9% | Added |
| Bell Investment Advisors, Inc | 316 | $44.5K | 0.01% | +15+5.0% | Added |
| McClarren Financial Advisors, Inc. | 330 | $46.0K | 0.04% | +4+1.2% | Added |
| RWM Asset Management, LLC | 332 | $46.8K | 0.01% | +32+10.7% | Added |
| Kelly Financial Services LLC | 333 | $46.9K | 0.02% | +3+0.9% | Added |
| Compass Wealth Management LLC | 344 | $48.5K | 0.02% | +344 | New |
| JJJ Advisors Inc. | 344 | $50.1K | 0.01% | +77+28.8% | Added |
| FSC Wealth Advisors, LLC | 356 | $50.2K | 0.09% | 00.0% | Unchanged |