| ZynergyRetirementPlanningLLC | 3 | $341 | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 5 | $497 | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 5 | $497 | 0.00% | +5 | New |
| Harvest Fund Management Co., Ltd | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 13 | $1.25K | 0.00% | +1+8.3% | Added |
| Virtus Investment Advisers, Inc. | 13 | $1.29K | 0.00% | −3,077−99.6% | Reduced |
| Sugar Maple Asset Management, LLC | 15 | $1.49K | 0.00% | +15 | New |
| Hoey Investments, Inc | 15 | $1.49K | 0.00% | −15,707−99.9% | Reduced |
| Morton Brown Family Wealth, LLC | 16 | $1.59K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 19 | $1.66K | 0.00% | −111−85.4% | Reduced |
| Legacy Wealth Managment, LLC | 19 | $1.66K | 0.00% | −111−85.4% | Reduced |
| Spectrum Wealth Counsel, LLC | 17 | $1.69K | 0.00% | −550−97.0% | Reduced |
| HighMark Wealth Management LLC | 20 | $1.99K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 21 | $2.09K | 0.00% | −47−69.1% | Reduced |
| Finley Financial, LLC | 21 | $2.10K | 0.00% | +21 | New |
| Cedar Mountain Advisors, LLC | 23 | $2.30K | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 25 | $2.49K | 0.01% | +25 | New |
| Ball & Co Wealth Management Inc. | 30 | $3.00K | 0.00% | +30 | New |
| Disciplina Capital Management LLC | 32 | $3.18K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 38 | $3.78K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 45 | $4.48K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 47 | $4.69K | 0.43% | −49,732−99.9% | Reduced |
| Tributary Capital Management, LLC | 48 | $4.78K | 0.00% | −17−26.2% | Reduced |
| Lummis Asset Management, LP | 49 | $4.88K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 50 | $4.97K | 0.00% | −12−19.4% | Reduced |
| Alexis Investment Partners, LLC | 50 | $4.97K | 0.00% | +50 | New |
| Christopher J. Hasenberg, Inc | 51 | $5.07K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 51 | $5.07K | 0.00% | +51 | New |
| PayPay Securities Corp | 52 | $5.17K | 0.22% | −9−14.8% | Reduced |
| ORG Wealth Partners, LLC | 56 | $5.57K | 0.00% | +5+9.8% | Added |
| Navigoe, LLC | 66 | $6.00K | 0.01% | +66 | New |
| Demars Financial Group, LLC | 652,231 | $6.56K | 0.21% | +644,829+8,711.6% | Added |
| Financial Connections Group, Inc. | 71 | $7.00K | 0.00% | −71−50.0% | Reduced |
| Elequin Capital LP | 85 | $8.46K | 0.00% | +85 | New |
| Mendota Financial Group, LLC | 87 | $8.63K | 0.01% | −5−5.4% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 87 | $8.65K | 0.00% | +87 | New |
| Measured Risk Portfolios, Inc. | 88 | $8.75K | 0.01% | +88 | New |
| FPC Investment Advisory, Inc. | 94 | $9.29K | 0.01% | +94 | New |
| Miller Wealth Advisors, LLC | 100 | $9.95K | 0.01% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 100 | $9.95K | 0.00% | +100 | New |
| CKW Financial Group | 100 | $10.0K | 0.00% | +100 | New |
| AlphaMark Advisors, LLC | 108 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 119 | $11.8K | 0.00% | +54+83.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 116 | $12.0K | 0.00% | +116 | New |
| PrairieView Partners, LLC | 138 | $13.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 133 | $13.2K | 0.00% | −72,202−99.8% | Reduced |
| Grayhawk Investment Strategies Inc. | 134 | $13.3K | 0.03% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 134 | $13.3K | 0.01% | 00.0% | Unchanged |
| Providence First Trust Co | 135 | $13.4K | 0.01% | +135 | New |
| Evelyn Partners Asset Management Ltd | 136 | $13.5K | 0.00% | +136 | New |
| Proffitt & Goodson Inc | 138 | $13.7K | 0.00% | −36−20.7% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 143 | $14.2K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 148 | $14.7K | 0.01% | +76+105.6% | Added |
| FSC Wealth Advisors, LLC | 150 | $14.9K | 0.01% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 153 | $15.2K | 0.01% | +153 | New |
| Vista Private Wealth Partners. LLC | 153 | $15.2K | 0.01% | −150−49.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 156 | $15.5K | 0.00% | −66−29.7% | Reduced |
| Fedenia Advisers LLC | 157 | $15.6K | 0.01% | +157 | New |
| Graney & King, LLC | 161 | $16.0K | 0.01% | +161 | New |
| Robinson Value Management, Ltd. | 166 | $16.5K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 174 | $17.3K | 0.01% | −43−19.8% | Reduced |
| Synergy Investment Management, LLC | 175 | $17.4K | 0.01% | +175 | New |
| Financially Speaking Inc | 176 | $17.5K | 0.01% | +176 | New |
| XY Capital Ltd | 177 | $17.6K | 0.02% | −1,683−90.5% | Reduced |
| Briaud Financial Planning, Inc | 186 | $18.0K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp | 185 | $18.4K | 0.02% | +185 | New |
| Ogorek Anthony Joseph | 196 | $19.0K | 0.01% | −65−24.9% | Reduced |
| 10Elms LLP | 194 | $19.3K | 0.02% | +194 | New |
| Capital & Planning, LLC | 200 | $19.9K | 0.01% | +200 | New |
| Pinney & Scofield, Inc. | 200 | $19.9K | 0.02% | +200 | New |
| WealthCollab, LLC | 212 | $21.1K | 0.01% | −87−29.1% | Reduced |
| Bare Financial Services, Inc | 216 | $21.5K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 216 | $21.6K | 0.01% | −98−31.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 217 | $21.6K | 0.00% | −2,241−91.2% | Reduced |
| Copia Wealth Management | 227 | $22.6K | 0.02% | +227 | New |
| Vermillion & White Wealth Management Group, LLC | 248 | $24.7K | 0.02% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 250 | $24.9K | 0.01% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 255 | $25.4K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 259 | $25.8K | 0.01% | −77−22.9% | Reduced |
| Burkett Financial Services, LLC | 259 | $25.8K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 261 | $26.0K | 0.02% | +261 | New |
| North Ridge Wealth Advisors, Inc. | 264 | $26.3K | 0.02% | +264 | New |
| Financial Life Planners | 278 | $27.7K | 0.02% | +278 | New |
| Noble Wealth Management PBC | 280 | $27.9K | 0.02% | +280 | New |
| Halbert Hargrove Global Advisors, LLC | 283 | $28.2K | 0.00% | +283 | New |
| Anfield Capital Management, LLC | 286 | $28.5K | 0.01% | −15−5.0% | Reduced |
| Darwin Advisors, LLC | 299 | $29.8K | 0.01% | +21+7.6% | Added |
| Safe Harbor Fiduciary, LLC | 302 | $30.0K | 0.03% | 00.0% | Unchanged |
| Promus Capital, LLC | 305 | $30.3K | 0.02% | +305 | New |
| TruNorth Capital Management, LLC | 316 | $31.4K | 0.01% | +144+83.7% | Added |
| Roble, Belko & Company, Inc | 326 | $32.0K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 329 | $32.0K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 329 | $32.7K | 0.02% | +3+0.9% | Added |
| Marshall Wace, LLP | 331 | $32.9K | 0.00% | −3,029−90.1% | Reduced |
| Cypress Capital Management LLC (WY) | 335 | $33.6K | 0.04% | 00.0% | Unchanged |
| Activest Wealth Management | 353 | $35.1K | 0.01% | +14+4.1% | Added |
| Ruedi Wealth Management, Inc. | 354 | $35.3K | 0.01% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 355 | $35.3K | 0.03% | +355 | New |
| Clear Investment Research, LLC | 359 | $35.7K | 0.05% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 359 | $35.8K | 0.01% | +1+0.3% | Added |
