| Freestone Grove Partners LP | 1 | $244 | 0.00% | +1 | New |
| Synergy Investment Management, LLC | 1 | $244 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 1 | $244 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $245 | 0.00% | +1 | New |
| Trust Co | 2 | $488 | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 3 | $733 | 0.00% | +3 | New |
| USA Financial Portformulas Corp | 4 | $977 | 0.00% | −4,858−99.9% | Reduced |
| Mascoma Wealth Management LLC | 4 | $977 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 4 | $977 | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 5 | $1.22K | 0.00% | −22−81.5% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 5 | $1.22K | 0.00% | +5 | New |
| Atlantic Private Wealth, LLC | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $1.47K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 6 | $1.47K | 0.00% | +6 | New |
| Cherry Tree Wealth Management, LLC | 6 | $1.47K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $1.47K | 0.00% | +6 | New |
| Seneschal Advisors, LLC | 7 | $1.71K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 8 | $1.95K | 0.00% | −11−57.9% | Reduced |
| Winthrop Capital Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 9 | $2.20K | 0.00% | +9 | New |
| Quaker Wealth Management, LLC | 10 | $2.44K | 0.00% | −1−9.1% | Reduced |
| Richard W. Paul & Associates, LLC | 10 | $2.44K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 10 | $2.44K | 0.00% | +10 | New |
| American Capital Advisory, LLC | 11 | $2.69K | 0.00% | +4+57.1% | Added |
| Evelyn Partners Asset Management Ltd | 12 | $2.93K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 13 | $3.17K | 0.00% | −2−13.3% | Reduced |
| HFM Investment Advisors, LLC | 13 | $3.17K | 0.00% | +1+8.3% | Added |
| Hollencrest Capital Management | 14 | $3.42K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $3.42K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 14 | $3.42K | 0.00% | +4+40.0% | Added |
| JNBA Financial Advisors | 15 | $3.66K | 0.00% | −25−62.5% | Reduced |
| Anfield Capital Management, LLC | 16 | $3.91K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 16 | $3.91K | 0.00% | +7+77.8% | Added |
| Roxbury Financial LLC | 16 | $3.96K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 17 | $4.11K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 17 | $4.15K | 0.00% | +17 | New |
| WealthCollab, LLC | 17 | $4.15K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 19 | $4.64K | 0.00% | +19 | New |
| Raleigh Capital Management Inc. | 19 | $4.67K | 0.00% | +11+137.5% | Added |
| Clayton Financial Group LLC | 20 | $4.88K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 24 | $5.00K | 0.00% | −3−11.1% | Reduced |
| Dunhill Financial, LLC | 21 | $5.29K | 0.00% | −1−4.5% | Reduced |
| Anchor Investment Management, LLC | 22 | $5.37K | 0.00% | −12−35.3% | Reduced |
| ZRC Wealth Management, LLC | 22 | $5.37K | 0.00% | +1+4.8% | Added |
| Corsicana & Co. | 37 | $5.39K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 25 | $6.10K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 25 | $6.11K | 0.00% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 25 | $6.11K | 0.01% | +25 | New |
| Torren Management, LLC | 30 | $7.30K | 0.00% | −636−95.5% | Reduced |
| IMG Wealth Management, Inc. | 32 | $7.81K | 0.00% | −70−68.6% | Reduced |
| Marquette Asset Management, LLC | 32 | $7.81K | 0.00% | +32 | New |
| Burk Holdings LLC | 32 | $7.81K | 0.00% | +32 | New |
| Kilter Group LLC | 33 | $8.06K | 0.00% | −5−13.2% | Reduced |
| Activest Wealth Management | 35 | $8.55K | 0.00% | −57−62.0% | Reduced |
| Retirement Wealth Solutions LLC | 35 | $8.55K | 0.01% | +12+52.2% | Added |
| 1015 Capital Partners, LLC | 36 | $8.79K | 0.01% | +1+2.9% | Added |
| Bare Financial Services, Inc | 37 | $9.04K | 0.00% | +9+32.1% | Added |
| Orion Capital Management LLC | 40 | $9.77K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 40 | $9.82K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 42 | $10.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 42 | $10.3K | 0.01% | +8+23.5% | Added |
| MPWM Advisory Solutions, LLC | 42 | $10.4K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 47 | $10.6K | 0.37% | +39+487.5% | Added |
| Clear Street Markets LLC | 49 | $12.0K | 0.01% | −396−89.0% | Reduced |
| United Financial Planning Group LLC | 49 | $12.0K | 0.01% | −19−27.9% | Reduced |
| Boreal Capital Management LLC | 50 | $12.2K | 0.01% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 50 | $12.2K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 51 | $12.5K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 53 | $12.9K | 0.00% | +18+51.4% | Added |
| Hara Capital LLC | 53 | $12.9K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 53 | $13.0K | 0.01% | +53 | New |
| Leo H. Evart, Inc. | 53 | $13.0K | 0.01% | +53 | New |
| Midwest Capital Advisors, LLC | 55 | $13.4K | 0.01% | +55 | New |
| Entrust Financial LLC | 56 | $13.7K | 0.01% | −3−5.1% | Reduced |
| Atlantic Trust, LLC | 57 | $13.9K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 59 | $14.4K | 0.00% | +22+59.5% | Added |
| Arlington Trust Co LLC | 61 | $14.9K | 0.00% | +26+74.3% | Added |
| Tidemark, LLC | 62 | $15.1K | 0.00% | +6+10.7% | Added |
| Elevated Capital Advisors, LLC | 63 | $15.4K | 0.00% | −22−25.9% | Reduced |
| Virtus ETF Advisers LLC | 63 | $15.4K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 63 | $15.4K | 0.00% | +1+1.6% | Added |
| Bravera Wealth | 66 | $16.1K | 0.01% | 00.0% | Unchanged |
| Mosley Wealth Management | 87 | $16.8K | 0.01% | +87 | New |
| Avion Wealth | 72 | $17.0K | 0.00% | +14+24.1% | Added |
| Valued Wealth Advisors LLC | 72 | $17.7K | 0.01% | +44+157.1% | Added |
| Highline Wealth Partners LLC | 75 | $18.3K | 0.00% | −3−3.8% | Reduced |
| Protective Life Corp | 77 | $18.8K | 0.06% | +77 | New |
| Founders Capital Management | 80 | $19.5K | 0.01% | −70−46.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 83 | $20.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 82 | $21.1K | 0.00% | +29+54.7% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 87 | $21.1K | 0.01% | +1+1.2% | Added |
| Whipplewood Advisors, LLC | 88 | $21.5K | 0.01% | +78+780.0% | Added |
| Elequin Capital LP | 88 | $21.5K | 0.00% | +88 | New |
| Richardson Financial Services Inc. | 90 | $22.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 90 | $22.0K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 92 | $22.5K | 0.00% | −25−21.4% | Reduced |
| Frazier Financial Advisors, LLC | 92 | $22.5K | 0.01% | +92 | New |