| McClarren Financial Advisors, Inc. | 441 | $154 | 0.11% | +91+26.0% | Added |
| Horizon Financial Services, LLC | 2 | $882 | 0.00% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 2 | $883 | 0.00% | +2 | New |
| Horrell Capital Management, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 4 | $1.76K | 0.00% | −16−80.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 4 | $1.76K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 4 | $1.76K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 6 | $2.65K | 0.00% | +6 | New |
| Partnership Wealth Management, LLC | 7 | $3.09K | 0.00% | 00.0% | Unchanged |
| Chris Bulman Inc | 7 | $3.09K | 0.00% | +7 | New |
| TD Capital Management LLC | 7 | $3.10K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 11 | $4.85K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 11 | $5.10K | 0.00% | +1+10.0% | Added |
| Chesapeake Asset Management LLC | 12 | $5.29K | 0.01% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 12 | $5.41K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 14 | $6.18K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 15 | $6.62K | 0.00% | −78−83.9% | Reduced |
| Keener Financial Planning LLC | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 16 | $7.06K | 0.00% | −9−36.0% | Reduced |
| PayPay Securities Corp | 17 | $7.50K | 0.63% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 18 | $7.94K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 18 | $7.94K | 0.00% | +18 | New |
| TSFG, LLC | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 19 | $8.38K | 0.00% | +7+58.3% | Added |
| JDM Financial Group LLC | 20 | $8.91K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 21 | $9.26K | 0.00% | −389−94.9% | Reduced |
| Sit Investment Associates Inc | 22 | $10.0K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 23 | $10.1K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 23 | $10.4K | 0.01% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 24 | $10.6K | 0.00% | +24 | New |
| Moisand Fitzgerald Tamayo, LLC | 28 | $12.4K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 28 | $13.5K | 0.01% | −284−91.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 31 | $13.6K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 32 | $14.1K | 0.01% | +11+52.4% | Added |
| Fairman Group, LLC | 33 | $14.6K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 35 | $15.3K | 0.01% | −22−38.6% | Reduced |
| Studio Investment Management LLC | 35 | $15.4K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 35 | $15.4K | 0.01% | +7+25.0% | Added |
| Robbins Farley LLC | 36 | $15.9K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 36 | $15.9K | 0.01% | +8+28.6% | Added |
| POM Investment Strategies, LLC | 36 | $15.9K | 0.01% | +36 | New |
| Tacita Capital Inc | 38 | $16.8K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 38 | $16.8K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 41 | $17.9K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 41 | $17.9K | 0.02% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 40 | $18.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 44 | $19.4K | 0.00% | +33+300.0% | Added |
| Princeton Global Asset Management LLC | 44 | $19.6K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 45 | $19.9K | 0.00% | +37+462.5% | Added |
| Provenance Wealth Advisors, LLC | 46 | $20.3K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 49 | $21.6K | 0.01% | 00.0% | Unchanged |
| 4Thought Financial Group Inc. | 49 | $21.6K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 49 | $21.6K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 50 | $22.1K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 50 | $22.1K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 50 | $22.1K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 50 | $22.1K | 0.01% | 00.0% | Unchanged |
| HGK Asset Management Inc | 50 | $22.1K | 0.00% | +50 | New |
| Tradewinds Capital Management, LLC | 51 | $22.5K | 0.01% | +10+24.4% | Added |
| Stephens Consulting, LLC | 51 | $22.5K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 52 | $22.9K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 54 | $23.0K | 0.01% | +42+350.0% | Added |
| Stuart Chaussee & Associates, Inc. | 53 | $23.4K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 55 | $24.3K | 0.00% | −4−6.8% | Reduced |
| Ruedi Wealth Management, Inc. | 56 | $24.7K | 0.01% | +20+55.6% | Added |
| Annapolis Financial Services, LLC | 57 | $25.1K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 58 | $25.5K | 0.00% | +12+26.1% | Added |
| Burkett Financial Services, LLC | 59 | $26.1K | 0.01% | −41−41.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 60 | $26.5K | 0.00% | −2−3.2% | Reduced |
| WealthCollab, LLC | 60 | $26.5K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 61 | $26.9K | 0.02% | −14−18.7% | Reduced |
| WFA Asset Management Corp | 63 | $27.7K | 0.02% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 63 | $27.8K | 0.01% | +14+28.6% | Added |
| Kozak & Associates, Inc. | 64 | $28.6K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 65 | $28.7K | 0.13% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 70 | $30.9K | 0.01% | +49+233.3% | Added |
| Scarborough Advisors, LLC | 70 | $31.0K | 0.01% | +4+6.1% | Added |
| Dynamic Wealth Strategies, LLC | 70 | $31.0K | 0.03% | −37−34.6% | Reduced |
| AlphaMark Advisors, LLC | 70 | $31.0K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 75 | $33.1K | 0.03% | +75 | New |
| Accordant Advisory Group Inc | 76 | $33.5K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 73 | $33.9K | 0.01% | +73 | New |
| Transamerica Financial Advisors, Inc. | 76 | $34.0K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 78 | $34.4K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 79 | $34.9K | 0.01% | −16−16.8% | Reduced |
| Delta Asset Management LLC | 80 | $35.3K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 80 | $35.3K | 0.02% | +80 | New |
| Fairway Wealth LLC | 80 | $35.3K | 0.02% | +80 | New |
| Ulland Investment Advisors, LLC | 82 | $36.0K | 0.03% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 82 | $36.2K | 0.02% | 00.0% | Unchanged |
| Aspect Partners, LLC | 83 | $36.6K | 0.02% | −1−1.2% | Reduced |
| Tidemark, LLC | 84 | $37.1K | 0.02% | +13+18.3% | Added |
| Maryland Capital Advisors Inc. | 85 | $37.5K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 86 | $37.9K | 0.01% | −7−7.5% | Reduced |
| Sittner & Nelson, LLC | 87 | $38.4K | 0.02% | 00.0% | Unchanged |
| Rogco, LP | 87 | $38.4K | 0.02% | +22+33.8% | Added |
| SJS Investment Consulting Inc. | 91 | $40.1K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 97 | $42.8K | 0.01% | +8+9.0% | Added |
