| Copley Financial Group, Inc. | 0 | $121 | 0.00% | 0 | New |
| Y.D. More Investments Ltd | 136 | $332 | 0.00% | +12+9.7% | Added |
| PEAK6 Investments LLC | 1 | $603 | 0.00% | −1−50.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 1 | $886 | 0.00% | +1 | New |
| Pathway Financial Advisers, LLC | 1,022,388 | $1.15K | 0.00% | +1,021,287+92,759.9% | Added |
| Ruedi Wealth Management, Inc. | 4 | $3.54K | 0.00% | −5−55.6% | Reduced |
| CGC Financial Services, LLC | 4 | $3.54K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 5 | $4.43K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 5 | $4.43K | 0.13% | −1,924−99.7% | Reduced |
| Longfellow Investment Management Co LLC | 5 | $4.43K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 6 | $5.32K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 6 | $5.32K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 7 | $6.20K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 8 | $7.09K | 0.01% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $7.97K | 0.00% | −1−10.0% | Reduced |
| Disciplina Capital Management LLC | 10 | $8.60K | 0.00% | −678−98.5% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $8.86K | 0.00% | −16,480−99.9% | Reduced |
| Stephenson National Bank & Trust | 10 | $8.86K | 0.00% | −50−83.3% | Reduced |
| Slocum, Gordon & Co LLP | 10 | $8.86K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 11 | $9.74K | 0.00% | +11 | New |
| Rogco, LP | 12 | $10.6K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 12 | $10.6K | 0.01% | +6+100.0% | Added |
| FPC Investment Advisory, Inc. | 12 | $10.8K | 0.01% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 13 | $11.5K | 0.00% | +13 | New |
| Teachers Insurance & Annuity Association of America | 14 | $12.4K | 0.02% | +14 | New |
| Pacific Center for Financial Services | 14 | $12.4K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 14 | $12.6K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 15 | $13.3K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 15 | $14.1K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 16 | $14.2K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 18 | $16.1K | 0.01% | +18 | New |
| Vermillion & White Wealth Management Group, LLC | 19 | $16.8K | 0.01% | +9+90.0% | Added |
| Painted Porch Advisors LLC | 20 | $17.7K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 22 | $19.6K | 0.00% | +12+120.0% | Added |
| PayPay Securities Corp | 23 | $20.4K | 1.81% | +8+53.3% | Added |
| JDM Financial Group LLC | 24 | $21.3K | 0.01% | +9+60.0% | Added |
| Thompson Investment Management, Inc. | 25 | $22.1K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 25 | $22.1K | 0.02% | +25 | New |
| Highline Wealth Partners LLC | 25 | $22.2K | 0.01% | −6−19.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 26 | $23.0K | 0.02% | +11+73.3% | Added |
| Peterson Financial Group, Inc. | 30 | $26.7K | 0.10% | +30 | New |
| Iron Horse Wealth Management, LLC | 33 | $29.2K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 33 | $29.2K | 0.01% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 34 | $30.1K | 0.02% | +34 | New |
| IMA Wealth, Inc. | 39 | $34.6K | 0.01% | +39 | New |
| Proffitt & Goodson Inc | 39 | $34.6K | 0.01% | −20−33.9% | Reduced |
| Manitou Investment Management Ltd. | 40 | $35.4K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 40 | $35.4K | 0.01% | +15+60.0% | Added |
| Main Street Group, LTD | 42 | $36.9K | 0.01% | −11−20.8% | Reduced |
| EnRich Financial Partners LLC | 42 | $37.5K | 0.01% | −13−23.6% | Reduced |
| Lipe & Dalton | 45 | $40.0K | 0.02% | −11−19.6% | Reduced |
| Cedar Mountain Advisors, LLC | 46 | $40.8K | 0.01% | +16+53.3% | Added |
| O'Brien Wealth Partners LLC | 47 | $41.7K | 0.01% | −5−9.6% | Reduced |
| Tidemark, LLC | 50 | $44.3K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 50 | $44.5K | 0.03% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 50 | $44.5K | 0.03% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 51 | $45.2K | 0.02% | −60−54.1% | Reduced |
| Redmont Wealth Advisors LLC | 51 | $45.2K | 0.07% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 52 | $46.1K | 0.02% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 56 | $49.6K | 0.01% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 64 | $56.7K | 0.02% | +14+28.0% | Added |
| Hoese & Co LLP | 65 | $57.6K | 0.05% | 00.0% | Unchanged |
| Hara Capital LLC | 65 | $57.6K | 0.04% | +65 | New |
| West Financial Advisors, LLC | 65 | $57.6K | 0.01% | +65 | New |
| Caldwell Sutter Capital, Inc. | 66 | $58.5K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 66 | $58.5K | 0.01% | +7+11.9% | Added |
| Family CFO Inc | 71 | $62.9K | 0.04% | −3−4.1% | Reduced |
| Vista Private Wealth Partners. LLC | 71 | $63.3K | 0.02% | −61−46.2% | Reduced |
| Richardson Financial Services Inc. | 71 | $64.2K | 0.04% | +5+7.6% | Added |
| Caitlin John, LLC | 81 | $65.5K | 0.04% | +41+102.5% | Added |
| Values First Advisors, Inc. | 78 | $68.9K | 0.04% | +78 | New |
| Winch Advisory Services, LLC | 82 | $72.6K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 82 | $72.6K | 0.08% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 92 | $81.5K | 0.00% | −2,714−96.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 92 | $81.5K | 0.03% | −4−4.2% | Reduced |
| Aspect Partners, LLC | 99 | $87.7K | 0.05% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 100 | $88.6K | 0.07% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 100 | $88.6K | 0.07% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $91.7K | 0.05% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 104 | $92.1K | 0.04% | 00.0% | Unchanged |
| Aviso Financial Inc. | 108 | $95.7K | 0.00% | +3+2.9% | Added |
| BOK Financial Private Wealth, Inc. | 110 | $97.5K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 111 | $98.6K | 0.03% | +88+382.6% | Added |
| Planning Capital Management Corp | 112 | $99.2K | 0.07% | −263−70.1% | Reduced |
| WealthCollab, LLC | 114 | $101.0K | 0.07% | 00.0% | Unchanged |
| True Wealth Design, LLC | 116 | $102.8K | 0.04% | −34−22.7% | Reduced |
| Davis Capital Management | 116 | $102.8K | 0.08% | +5+4.5% | Added |
| Activest Wealth Management | 116 | $102.9K | 0.03% | +66+132.0% | Added |
| Cornerstone Planning Group LLC | 114 | $103.0K | 0.03% | −12−9.5% | Reduced |
| Valued Wealth Advisors LLC | 117 | $103.7K | 0.07% | −5−4.1% | Reduced |
| Pin Oak Investment Advisors Inc | 120 | $106.0K | 0.10% | +22+22.4% | Added |
| FWL Investment Management, LLC | 124 | $109.9K | 0.04% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 125 | $110.7K | 0.08% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 127 | $112.5K | 0.04% | +127 | New |
| First Pacific Financial | 130 | $115.2K | 0.03% | 00.0% | Unchanged |
| Wormser Freres Gestion | 136 | $120.6K | 0.07% | 00.0% | Unchanged |
| SWAN Capital LLC | 138 | $122.3K | 0.06% | +2+1.5% | Added |
| Carolina Wealth Advisors, LLC | 139 | $123.1K | 0.06% | +58+71.6% | Added |
| Mendota Financial Group, LLC | 143 | $126.7K | 0.06% | −135−48.6% | Reduced |
| REAP Financial Group, LLC | 145 | $128.3K | 0.03% | +98+208.5% | Added |
