| Lloyd Advisory Services, LLC. | 1 | $453 | 0.00% | +1 | New |
| IAG Wealth Partners, LLC | 1 | $484 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1 | $484 | 0.00% | +1 | New |
| Arcadia Investment Management Corp | 1 | $484 | 0.00% | +1 | New |
| Tidemark, LLC | 1 | $484 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $484 | 0.01% | +1 | New |
| Three Bearings Fiduciary Advisors, Inc. | 1 | $635 | 0.00% | +1 | New |
| Picton Mahoney Asset Management | 2 | $967 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 2 | $967 | 0.00% | +1+100.0% | Added |
| Redwood Park Advisors LLC | 2 | $968 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $968 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $1.27K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 2 | $1.34K | 0.00% | +2 | New |
| Litman Gregory Asset Management LLC | 3 | $1.45K | 0.00% | +3 | New |
| LM Advisors LLC | 930 | $1.92K | 0.04% | −930−50.0% | Reduced |
| NVWM, LLC | 4 | $1.94K | 0.00% | −1−20.0% | Reduced |
| Quaker Wealth Management, LLC | 4 | $1.94K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $1.94K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 4 | $1.94K | 0.00% | +4 | New |
| Gilpin Wealth Management, LLC | 4 | $1.94K | 0.00% | +4 | New |
| First Pacific Financial | 4 | $1.96K | 0.00% | −1−20.0% | Reduced |
| Merrithew & Thorsten Inc | 5 | $2.00K | 0.00% | +5 | New |
| C M Bidwell & Associates Ltd | 5 | $2.42K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 5 | $2.42K | 0.00% | +5 | New |
| Morton Brown Family Wealth, LLC | 5 | $2.42K | 0.00% | +5 | New |
| Benson Wealth Management INC | 5 | $2.42K | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $2.42K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 5 | $2.44K | 0.00% | −7−58.3% | Reduced |
| Team Financial Group, LLC | 5 | $2.59K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 60 | $2.67K | 0.00% | +58+2,900.0% | Added |
| Cedar Mountain Advisors, LLC | 6 | $2.90K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 6 | $3.09K | 0.00% | +6 | New |
| Compass Financial Services Inc | 7 | $3.21K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 7 | $3.38K | 0.00% | +3+75.0% | Added |
| Atomic Invest LLC | 7 | $3.58K | 0.00% | +7 | New |
| PayPay Securities Corp | 8 | $3.87K | 0.11% | −6−42.9% | Reduced |
| SWAN Capital LLC | 8 | $3.87K | 0.00% | +8 | New |
| WealthCollab, LLC | 8 | $3.87K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 9 | $4.35K | 0.02% | −21−70.0% | Reduced |
| Principia Wealth Advisory, LLC | 9 | $4.35K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 9 | $4.35K | 0.00% | +9 | New |
| Consultiva Wealth Management, Corp. | 10 | $4.84K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 10 | $4.84K | 0.00% | −7−41.2% | Reduced |
| Granite FO LLC | 10 | $4.84K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 10 | $4.84K | 0.00% | +10 | New |
| Fortis Group Advisors, LLC | 11 | $5.32K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 11 | $5.32K | 0.00% | +11 | New |
| Merited Wealth, LLC | 11 | $5.32K | 0.00% | +11 | New |
| Insight Financial Services | 13 | $6.29K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 13 | $6.29K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 14 | $6.77K | 0.00% | +6+75.0% | Added |
| Kilter Group LLC | 14 | $6.95K | 0.00% | −2−12.5% | Reduced |
| Provenance Wealth Advisors, LLC | 15 | $7.25K | 0.00% | −19−55.9% | Reduced |
| Birch Capital Management, LLC | 15 | $7.25K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 15 | $7.25K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 15 | $7.26K | 0.00% | −7−31.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 15 | $7.26K | 0.01% | +15 | New |
| New England Capital Financial Advisors LLC | 16 | $7.71K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $7.74K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $7.74K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 16 | $7.74K | 0.00% | +2+14.3% | Added |
| Dogwood Wealth Management LLC | 17 | $8.22K | 0.00% | −1−5.6% | Reduced |
| Horizon Financial Services, LLC | 17 | $8.22K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 17 | $8.22K | 0.00% | +5+41.7% | Added |
| Guinness Atkinson Asset Management Inc | 17 | $8.31K | 0.00% | +17 | New |
| Estate Planners Group, LLC | 18 | $8.62K | 0.00% | +18 | New |
| Frazier Financial Advisors, LLC | 19 | $9.03K | 0.01% | +19 | New |
| Birchwood Financial Partners, Inc. | 19 | $9.19K | 0.01% | +19 | New |
| Valued Wealth Advisors LLC | 19 | $9.32K | 0.00% | +2+11.8% | Added |
| Prosperity Bancshares Inc | 20 | $9.67K | 0.01% | +20 | New |
| Align Financial, LLC | 9,673 | $9.67K | 0.01% | +9,673 | New |
| Cornerstone National Bank & Trust Co | 20 | $9.67K | 0.00% | +20 | New |
| Copia Wealth Management | 21 | $10.2K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 21 | $10.5K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 22 | $10.8K | 0.01% | +22 | New |
| Osbon Capital Management LLC | 23 | $10.9K | 0.01% | +23 | New |
| Graney & King, LLC | 23 | $11.0K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 23 | $11.1K | 0.00% | +23 | New |
| Evelyn Partners Asset Management Ltd | 23 | $11.1K | 0.00% | +23 | New |
| Redmont Wealth Advisors LLC | 24 | $11.6K | 0.02% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 24 | $11.6K | 0.01% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $12.1K | 0.00% | +1+4.2% | Added |
| Bullseye Investment Management, LLC | 25 | $12.1K | 0.01% | +25 | New |
| Seneschal Advisors, LLC | 26 | $12.3K | 0.01% | −13−33.3% | Reduced |
| Boyd Watterson Asset Management LLC | 26 | $12.6K | 0.00% | −3−10.3% | Reduced |
| Estabrook Capital Management | 26 | $12.6K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 26 | $12.7K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 26 | $12.8K | 0.01% | −5−16.1% | Reduced |
| Westfuller Advisors, LLC | 27 | $13.1K | 0.01% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 28 | $13.4K | 0.00% | +28 | New |
| Union Bancaire Privee, UBP SA | 28 | $13.7K | 0.00% | +28 | New |
| Ogorek Anthony Joseph | 29 | $14.0K | 0.00% | −3−9.4% | Reduced |
| Joseph Group Capital Management | 29 | $14.0K | 0.00% | +29 | New |
| Curat Global, LLC | 30 | $14.5K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 30 | $14.5K | 0.00% | +24+400.0% | Added |
| Retirement Wealth Solutions LLC | 31 | $14.8K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 31 | $15.1K | 0.00% | +1+3.3% | Added |
| Ritter Daniher Financial Advisory LLC | 34 | $16.4K | 0.00% | +34 | New |
| Luken Investment Analytics, LLC | 34 | $16.4K | 0.01% | +34 | New |
| Robinswood Financial LLC | 35 | $17.0K | 0.01% | +1+2.9% | Added |
