| DecisionPoint Financial, LLC | 4 | $266 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $322 | 0.00% | −2,250−99.5% | Reduced |
| Ransom Advisory, Ltd | 6 | $368 | 0.00% | +1+20.0% | Added |
| Breakwater Investment Management | 9 | $595 | 0.00% | +9 | New |
| IMG Wealth Management, Inc. | 10 | $661 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 11 | $727 | 0.00% | +11 | New |
| IMA Wealth, Inc. | 12 | $805 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 16 | $1.06K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 16 | $1.08K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 28 | $1.88K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 30 | $1.98K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 33 | $2.18K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 33 | $2.19K | 0.00% | +33 | New |
| Hurley Capital, LLC | 33 | $2.21K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $2.25K | 0.00% | +34 | New |
| PayPay Securities Corp | 37 | $2.44K | 0.09% | +3+8.8% | Added |
| Texas Capital Bancshares Inc | 40 | $2.64K | 0.00% | +40 | New |
| Strategic Advocates LLC | 43 | $2.84K | 0.00% | +43 | New |
| Signature Resources Capital Management, LLC | 46 | $3.04K | 0.00% | −3−6.1% | Reduced |
| Team Financial Group, LLC | 48 | $3.17K | 0.00% | +1+2.1% | Added |
| DiNuzzo Private Wealth, Inc. | 54 | $3.63K | 0.00% | −1−1.8% | Reduced |
| Strengthening Families & Communities, LLC | 55 | $3.70K | 0.00% | −6−9.8% | Reduced |
| High Note Wealth, LLC | 58 | $3.83K | 0.00% | +6+11.5% | Added |
| Morton Brown Family Wealth, LLC | 60 | $3.96K | 0.00% | 00.0% | Unchanged |
| Ninety One UK Ltd | 62 | $4.10K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 63 | $4.16K | 0.00% | −7−10.0% | Reduced |
| WestEnd Advisors, LLC | 69 | $4.56K | 0.00% | +8+13.1% | Added |
| SWAN Capital LLC | 75 | $4.96K | 0.00% | −100−57.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 76 | $5.02K | 0.00% | +14+22.6% | Added |
| Trifecta Capital Advisors, LLC | 79 | $5.22K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 80 | $5.29K | 0.00% | +11+15.9% | Added |
| Red Tortoise LLC | 100 | $6.61K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 100 | $6.61K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 100 | $6.61K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 100 | $6.61K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 100 | $6.61K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 100 | $6.61K | 0.00% | +100 | New |
| Seneschal Advisors, LLC | 100 | $6.61K | 0.00% | +100 | New |
| Halbert Hargrove Global Advisors, LLC | 107 | $7.07K | 0.00% | +107 | New |
| 10Elms LLP | 117 | $7.73K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 150 | $8.39K | 0.00% | +100+200.0% | Added |
| Penserra Capital Management LLC | 144 | $9.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 137 | $9.05K | 0.00% | −216−61.2% | Reduced |
| Aspect Partners, LLC | 139 | $9.18K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 141 | $9.31K | 0.00% | +33+30.6% | Added |
| Prudent Man Investment Management, Inc. | 180 | $9.41K | 0.01% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 143 | $9.45K | 0.00% | +63+78.8% | Added |
| Kilter Group LLC | 146 | $9.64K | 0.00% | +10+7.4% | Added |
| Front Row Advisors LLC | 148 | $9.93K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 157 | $10.0K | 0.01% | +157 | New |
| Cape Investment Advisory, Inc. | 152 | $10.0K | 0.01% | −10,720−98.6% | Reduced |
| Core Alternative Capital | 157 | $10.4K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 158 | $10.4K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 160 | $10.6K | 0.01% | −33−17.1% | Reduced |
| Wealth Preservation Advisors, LLC | 160 | $10.6K | 0.01% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 170 | $11.2K | 0.01% | −20−10.5% | Reduced |
| Innovative Advisory Group, LLC | 171 | $11.3K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 186 | $12.3K | 0.00% | +186 | New |
| J.Safra Asset Management Corp | 190 | $12.6K | 0.00% | +190 | New |
| Vision Financial Markets LLC | 200 | $13.2K | 0.01% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 200 | $13.2K | 0.19% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 204 | $13.5K | 0.01% | +204 | New |
| Marquette Asset Management, LLC | 204 | $13.5K | 0.00% | +204 | New |
| Horizon Financial Services, LLC | 208 | $13.7K | 0.01% | +208 | New |
| Valued Wealth Advisors LLC | 209 | $14.0K | 0.01% | +209 | New |
| Stone House Investment Management, LLC | 221 | $14.6K | 0.00% | +8+3.8% | Added |
| Bayforest Capital Ltd | 223 | $14.7K | 0.01% | +223 | New |
| Rise Advisors, LLC | 224 | $14.8K | 0.01% | +19+9.3% | Added |
| JNBA Financial Advisors | 225 | $14.9K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 227 | $15.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 221 | $15.0K | 0.00% | +221 | New |
| WealthCollab, LLC | 236 | $15.6K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 239 | $15.8K | 0.03% | −3,594−93.8% | Reduced |
| Wiser Advisor Group LLC | 240 | $15.9K | 0.02% | +240 | New |
| Steigerwald, Gordon & Koch Inc. | 248 | $16.4K | 0.00% | +248 | New |
| Syntax Research, Inc. | 250 | $16.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 254 | $16.8K | 0.00% | +6+2.4% | Added |
| Westfuller Advisors, LLC | 256 | $17.2K | 0.01% | +256 | New |
| Sofos Investments, Inc. | 271 | $17.9K | 0.00% | +271 | New |
| Hughes Financial Services, LLC | 313 | $18.0K | 0.00% | −24−7.1% | Reduced |
| Evolution Advisers, Inc. | 274 | $18.0K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 273 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 291 | $19.1K | 0.02% | +291 | New |
| Tradewinds Capital Management, LLC | 300 | $19.8K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 300 | $19.8K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 302 | $19.9K | 0.00% | −6,012−95.2% | Reduced |
| Founders Capital Management | 306 | $20.2K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 311 | $20.5K | 0.00% | −96−23.6% | Reduced |
| RMG Wealth Management LLC | 343 | $22.1K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 336 | $22.2K | 0.00% | +121+56.3% | Added |
| Peterson Wealth Services | 59,430 | $22.6K | 0.01% | +59,430 | New |
| Highline Wealth Partners LLC | 345 | $22.8K | 0.01% | +138+66.7% | Added |
| Financial Consulate, Inc | 345 | $22.8K | 0.00% | +345 | New |
| ZRC Wealth Management, LLC | 352 | $23.3K | 0.01% | +79+28.9% | Added |
| Financial Life Planners | 352 | $23.3K | 0.02% | +352 | New |
| FSA Wealth Management LLC | 353 | $23.4K | 0.01% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 357 | $23.6K | 0.02% | −143−28.6% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 357 | $23.6K | 0.03% | +217+155.0% | Added |
| DHJJ Financial Advisors, Ltd. | 375 | $24.8K | 0.01% | +5+1.4% | Added |