| Legacy Bridge, LLC | 4 | $422 | 0.00% | +4 | New |
| Hoey Investments, Inc | 5 | $527 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 5 | $555 | 0.00% | −100−95.2% | Reduced |
| Legacy Wealth Managment, LLC | 6 | $632 | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 6 | $632 | 0.00% | 00.0% | Unchanged |
| Palladiem, LLC | 10 | $1.05K | 0.00% | +10 | New |
| Bard Associates Inc | 15 | $1.59K | 0.00% | +15 | New |
| Luminist Capital LLC | 17 | $1.79K | 0.00% | +17 | New |
| CWM Advisors, LLC | 18 | $1.90K | 0.00% | +18 | New |
| Atlantic Private Wealth, LLC | 20 | $2.10K | 0.00% | +20 | New |
| Davis Capital Management | 21 | $2.21K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 21 | $2.21K | 0.00% | +21 | New |
| C M Bidwell & Associates Ltd | 24 | $2.53K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 25 | $2.76K | 0.00% | +25 | New |
| ROSS\JOHNSON & Associates LLC | 27 | $2.84K | 0.05% | −21−43.8% | Reduced |
| Ball & Co Wealth Management Inc. | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 31 | $3.26K | 0.00% | +31 | New |
| HighMark Wealth Management LLC | 32 | $3.32K | 0.00% | +18+128.6% | Added |
| Greenline Wealth Management LLC | 32 | $3.37K | 0.00% | +32 | New |
| Halbert Hargrove Global Advisors, LLC | 35 | $3.69K | 0.00% | −266−88.4% | Reduced |
| Clarity Asset Management, Inc. | 38 | $4.04K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 41 | $4.32K | 0.00% | +41 | New |
| Elequin Capital LP | 42 | $4.42K | 0.00% | +42 | New |
| RMG Wealth Management LLC | 42 | $4.59K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 45 | $4.74K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 47 | $4.97K | 0.00% | +47 | New |
| Harvest Fund Management Co., Ltd | 44 | $5.00K | 0.00% | −330−88.2% | Reduced |
| Graney & King, LLC | 49 | $5.19K | 0.00% | 00.0% | Unchanged |
| Alexis Investment Partners, LLC | 50 | $5.26K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 51 | $5.37K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 51 | $5.37K | 0.00% | +51 | New |
| Fountainhead AM, LLC | 52 | $5.47K | 0.01% | −2,771−98.2% | Reduced |
| Decker Retirement Planning Inc. | 55 | $5.79K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 56 | $6.00K | 0.00% | −44−44.0% | Reduced |
| Imprint Wealth LLC | 58 | $6.11K | 0.03% | −176−75.2% | Reduced |
| PayPay Securities Corp | 59 | $6.21K | 0.18% | +13+28.3% | Added |
| Eq Wealth Advisors, LLC | 62 | $6.53K | 0.00% | +62 | New |
| Burkett Financial Services, LLC | 71 | $7.53K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 81 | $8.00K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 73 | $8.28K | 0.00% | +46+170.4% | Added |
| Darwin Advisors, LLC | 79 | $8.33K | 0.00% | −228−74.3% | Reduced |
| Strive Financial Group ,LLC | 81 | $8.53K | 0.00% | +81 | New |
| Mendota Financial Group, LLC | 87 | $9.13K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 87 | $9.16K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 93 | $9.79K | 0.00% | +93 | New |
| Key Capital Management, INC | 99 | $10.4K | 0.01% | +99 | New |
| Miller Wealth Advisors, LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 100 | $10.5K | 0.01% | +100 | New |
| Frazier Financial Advisors, LLC | 100 | $10.5K | 0.01% | +100 | New |
| Prudent Man Investment Management, Inc. | 100 | $10.5K | 0.00% | +100 | New |
| NorthAvenue LLC | 100 | $10.5K | 0.01% | +100 | New |
| Minot DeBlois Advisors LLC | 100 | $10.6K | 0.01% | −318−76.1% | Reduced |
| Breakwater Investment Management | 109 | $11.5K | 0.00% | −650−85.6% | Reduced |
| Copia Wealth Management | 111 | $11.7K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 115 | $12.1K | 0.00% | +94+447.6% | Added |
| Evelyn Partners Asset Management Ltd | 118 | $12.4K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 119 | $12.5K | 0.00% | +19+19.0% | Added |
| Park Square Financial Group, LLC | 131 | $12.9K | 0.08% | +129+6,450.0% | Added |
| Estate Planners Group, LLC | 128 | $13.5K | 0.01% | +128 | New |
| Keystone Financial Group, Inc. | 131 | $13.9K | 0.01% | +2+1.6% | Added |
| LM Advisors LLC | 1,512 | $14.3K | 0.29% | −15,889−91.3% | Reduced |
| DecisionPoint Financial, LLC | 137 | $14.4K | 0.00% | +125+1,041.7% | Added |
| Aviso Financial Inc. | 142 | $14.9K | 0.00% | +142 | New |
| Financial Avengers, Inc. | 145 | $15.3K | 0.01% | +1+0.7% | Added |
| Luken Investment Analytics, LLC | 149 | $15.7K | 0.01% | +15+11.2% | Added |
| Atomic Invest LLC | 150 | $15.9K | 0.01% | +150 | New |
| Portfolio Resources Advisor Group, Inc. | 157 | $16.7K | 0.02% | +157 | New |
| Clal Insurance Enterprises Holdings Ltd | 158 | $17.0K | 0.00% | −90−36.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 161 | $17.1K | 0.00% | +127+373.5% | Added |
| Robinson Value Management, Ltd. | 166 | $17.5K | 0.01% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 169 | $17.8K | 0.02% | +169 | New |
| Tidemark, LLC | 175 | $18.4K | 0.01% | 00.0% | Unchanged |
| Financially Speaking Inc | 176 | $18.5K | 0.01% | 00.0% | Unchanged |
| eCIO, Inc. | 180 | $18.9K | 0.01% | +180 | New |
| Intesa Sanpaolo Wealth Management | 184 | $19.4K | 0.00% | +184 | New |
| Advocate Investing Services LLC | 199 | $20.9K | 0.02% | +199 | New |
| Sellwood Investment Partners LLC | 200 | $21.1K | 0.01% | −15−7.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 200 | $21.1K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 200 | $21.1K | 0.01% | +200 | New |
| WestEnd Advisors, LLC | 206 | $21.7K | 0.00% | −7−3.3% | Reduced |
| WealthCollab, LLC | 221 | $23.3K | 0.01% | +111+100.9% | Added |
| Redmont Wealth Advisors LLC | 222 | $23.4K | 0.04% | 00.0% | Unchanged |
| Friedenthal Financial | 223 | $23.5K | 0.01% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 227 | $23.9K | 0.01% | +227 | New |
| Pinney & Scofield, Inc. | 235 | $24.7K | 0.01% | −17−6.7% | Reduced |
| Kingdom Financial Group LLC. | 241 | $25.3K | 0.01% | +241 | New |
| Prosperity Bancshares Inc | 245 | $25.8K | 0.02% | +245 | New |
| Abound Financial, LLC | 246 | $25.9K | 0.01% | +246 | New |
| Horizon Financial Services, LLC | 250 | $26.3K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 259 | $27.3K | 0.01% | −162−38.5% | Reduced |
| Cypress Capital Management LLC (WY) | 258 | $27.4K | 0.03% | +73+39.5% | Added |
| Midwest Capital Advisors, LLC | 261 | $27.5K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 261 | $27.5K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 263 | $27.7K | 0.03% | 00.0% | Unchanged |
| Red Tortoise LLC | 267 | $28.1K | 0.01% | 00.0% | Unchanged |
| Sankala Group LLC | 229 | $28.4K | 0.02% | +229 | New |
| Provenance Wealth Advisors, LLC | 270 | $28.4K | 0.00% | −100−27.0% | Reduced |
| Harbor Asset Planning, Inc. | 285 | $30.0K | 0.03% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 294 | $30.9K | 0.03% | −60−16.9% | Reduced |
| High Note Wealth, LLC | 294 | $30.9K | 0.01% | +109+58.9% | Added |