| Hallmark Capital Management Inc | 0 | $9 | 0.00% | 0 | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 1 | $123 | 0.00% | +1 | New |
| Glass Jacobson Investment Advisors llc | 3 | $371 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 4 | $500 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 5 | $616 | 0.00% | −478−99.0% | Reduced |
| Proathlete Wealth Management LLC | 6 | $739 | 0.00% | +6 | New |
| Logan Capital Management Inc | 6 | $740 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6 | $746 | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 7 | $863 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7 | $906 | 0.00% | +7 | New |
| Richardson Financial Services Inc. | 9 | $1.11K | 0.00% | 00.0% | Unchanged |
| CloudAlpha Capital Management Limited/Hong Kong | 10 | $1.23K | 0.00% | −72,790−100.0% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $1.60K | 0.00% | +6+85.7% | Added |
| New England Capital Financial Advisors LLC | 13 | $1.60K | 0.00% | +13 | New |
| Anfield Capital Management, LLC | 15 | $1.85K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 16 | $1.94K | 0.00% | −204−92.7% | Reduced |
| WestEnd Advisors, LLC | 16 | $1.97K | 0.00% | −120−88.2% | Reduced |
| Atticus Wealth Management, LLC | 18 | $2.22K | 0.00% | +18 | New |
| Vision Financial Markets LLC | 21 | $2.47K | 0.00% | +1+5.0% | Added |
| PayPay Securities Corp | 21 | $2.59K | 0.13% | −8−27.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 21 | $2.59K | 0.00% | +6+40.0% | Added |
| Princeton Global Asset Management LLC | 21 | $2.59K | 0.00% | +21 | New |
| S&T Bank | 21 | $2.59K | 0.00% | +7+50.0% | Added |
| Country Trust Bank | 23 | $2.83K | 0.00% | +23 | New |
| William B. Walkup & Associates, Inc. | 23 | $2.90K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 24 | $2.96K | 0.00% | +24 | New |
| Parkworth Wealth Management, Inc. | 25 | $3.08K | 0.00% | +10+66.7% | Added |
| Evergreen Private Wealth LLC | 26 | $3.21K | 0.00% | +26 | New |
| NVWM, LLC | 29 | $3.57K | 0.00% | −1−3.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 30 | $3.70K | 0.00% | +17+130.8% | Added |
| St Germain D J Co Inc | 30 | $3.70K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 30 | $3.70K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 30 | $3.70K | 0.00% | +30 | New |
| Kings Path Partners LLC | 30 | $3.70K | 0.00% | +30 | New |
| Jackson, Grant Investment Advisers, Inc. | 33 | $4.07K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 33 | $4.08K | 0.00% | −97−74.6% | Reduced |
| Evolution Wealth Management Inc. | 34 | $4.19K | 0.01% | +34 | New |
| Quaker Wealth Management, LLC | 35 | $4.31K | 0.00% | +35 | New |
| Hurley Capital, LLC | 37 | $4.58K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 38 | $4.68K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 39 | $4.81K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 40 | $4.93K | 0.00% | −31−43.7% | Reduced |
| WFA of San Diego, LLC | 40 | $4.93K | 0.00% | +40 | New |
| Core Alternative Capital | 42 | $5.18K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 44 | $5.37K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 44 | $5.42K | 0.00% | +44 | New |
| Arlington Trust Co LLC | 45 | $5.55K | 0.00% | +20+80.0% | Added |
| Finley Financial, LLC | 46 | $5.67K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 47 | $5.83K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 47 | $5.84K | 0.00% | −100−68.0% | Reduced |
| DB Fitzpatrick & Co, Inc | 49 | $6.04K | 0.01% | −1−2.0% | Reduced |
| McIlrath & Eck, LLC | 50 | $6.16K | 0.00% | −4−7.4% | Reduced |
| Bellevue Asset Management, LLC | 51 | $6.29K | 0.00% | +1+2.0% | Added |
| Quest 10 Wealth Builders, Inc. | 52 | $6.41K | 0.01% | −1−1.9% | Reduced |
| High Note Wealth, LLC | 52 | $6.41K | 0.00% | −8−13.3% | Reduced |
| Clark Wealth Partners | 55 | $6.78K | 0.00% | −67−54.9% | Reduced |
| Putney Financial Group LLC | 55 | $6.78K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 55 | $6.78K | 0.01% | +15+37.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 57 | $7.03K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 59 | $7.27K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 60 | $7.39K | 0.02% | +60 | New |
| Bare Financial Services, Inc | 70 | $8.63K | 0.00% | +62+775.0% | Added |
| Osterweis Capital Management Inc | 73 | $9.00K | 0.00% | −10−12.0% | Reduced |
| FSA Wealth Management LLC | 73 | $9.00K | 0.00% | +73 | New |
| City Holding Co | 75 | $9.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 75 | $9.24K | 0.00% | −8−9.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 75 | $9.24K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 75 | $9.24K | 0.00% | +50+200.0% | Added |
| Morton Brown Family Wealth, LLC | 81 | $9.98K | 0.00% | +81 | New |
| Whipplewood Advisors, LLC | 82 | $10.1K | 0.01% | −235−74.1% | Reduced |
| WealthTrak Capital Management LLC | 82 | $10.1K | 0.01% | −17−17.2% | Reduced |
| Tompkins Financial Corp | 83 | $10.2K | 0.00% | −20−19.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 84 | $10.4K | 0.00% | +59+236.0% | Added |
| SJS Investment Consulting Inc. | 84 | $10.4K | 0.00% | −8−8.7% | Reduced |
| True Wealth Design, LLC | 86 | $10.5K | 0.00% | −47−35.3% | Reduced |
| Private Wealth Management Group, LLC | 86 | $10.6K | 0.00% | −74−46.3% | Reduced |
| Cetera Trust Company, N.A | 87 | $10.7K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 88 | $10.8K | 0.00% | +49+125.6% | Added |
| Beaird Harris Wealth Management, LLC | 88 | $10.9K | 0.00% | +27+44.3% | Added |
| IMG Wealth Management, Inc. | 89 | $11.0K | 0.01% | +89 | New |
| CKW Financial Group | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 93 | $11.3K | 0.00% | +50+116.3% | Added |
| Wealth Preservation Advisors, LLC | 92 | $11.3K | 0.01% | −5−5.2% | Reduced |
| Olistico Wealth, LLC | 97 | $12.0K | 0.01% | −15−13.4% | Reduced |
| Boyd Watterson Asset Management LLC | 97 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 142 | $12.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 100 | $12.3K | 0.01% | −400−80.0% | Reduced |
| Winnow Wealth LLC | 100 | $12.3K | 0.01% | −363−78.4% | Reduced |
| Chesapeake Asset Management LLC | 100 | $12.3K | 0.01% | −20−16.7% | Reduced |
| Accredited Wealth Management, LLC | 100 | $12.3K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $12.3K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 100 | $12.3K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 100 | $12.3K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $12.3K | 0.01% | +100 | New |
| Garde Capital, Inc. | 100 | $12.4K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 102 | $12.6K | 0.01% | −265−72.2% | Reduced |
| Cranbrook Wealth Management, LLC | 106 | $13.1K | 0.00% | 00.0% | Unchanged |
