| Core Alternative Capital | 1 | $108 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1 | $108 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $108 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $108 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $215 | 0.00% | +2 | New |
| Kohmann Bosshard Financial Services, LLC | 3 | $323 | 0.00% | +3 | New |
| Delta Asset Management LLC | 4 | $431 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 5 | $487 | 0.00% | +5 | New |
| Plante Moran Financial Advisors, LLC | 5 | $538 | 0.00% | −95−95.0% | Reduced |
| WPG Advisers, LLC | 5 | $538 | 0.00% | +5 | New |
| Rise Advisors, LLC | 6 | $646 | 0.00% | −102−94.4% | Reduced |
| PayPay Securities Corp | 6 | $646 | 0.03% | +2+50.0% | Added |
| Tucker Asset Management LLC | 6 | $646 | 0.00% | +6 | New |
| Stephens Consulting, LLC | 6 | $647 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $754 | 0.00% | +7 | New |
| Private Trust Co NA | 8 | $861 | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $1.08K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $1.19K | 0.00% | −2−15.4% | Reduced |
| Whipplewood Advisors, LLC | 12 | $1.29K | 0.00% | +12 | New |
| Zions Bancorporation, N.A. | 15 | $1.61K | 0.00% | +9+150.0% | Added |
| Park Place Capital Corp | 16 | $1.72K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 16 | $1.72K | 0.00% | +16 | New |
| Continuum Advisory, LLC | 16 | $1.72K | 0.00% | +16 | New |
| Mather Group, LLC. | 17 | $1.79K | 0.00% | +12+240.0% | Added |
| Clear Investment Research, LLC | 17 | $1.83K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $1.83K | 0.00% | −1−5.6% | Reduced |
| Hexagon Capital Partners LLC | 19 | $2.05K | 0.00% | +11+137.5% | Added |
| Cassady Schiller Wealth Management, LLC | 19 | $2.05K | 0.00% | +14+280.0% | Added |
| Raffa Wealth Management, LLC | 23 | $2.48K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 30 | $2.50K | 0.00% | −20−40.0% | Reduced |
| TD Private Client Wealth LLC | 24 | $2.58K | 0.00% | +20+500.0% | Added |
| West Branch Capital LLC | 24 | $2.58K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 25 | $2.69K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 25 | $2.69K | 0.00% | +25 | New |
| Valued Wealth Advisors LLC | 25 | $2.69K | 0.00% | +25 | New |
| Beacon Capital Management, LLC | 27 | $2.91K | 0.00% | +27 | New |
| Brown, Lisle/Cummings, Inc. | 30 | $3.23K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 30 | $3.23K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 30 | $3.23K | 0.00% | +30 | New |
| Tradewinds Capital Management, LLC | 30 | $3.23K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 35 | $3.77K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 36 | $3.88K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 30 | $4.15K | 0.00% | +30 | New |
| Trust Co of Vermont | 39 | $4.20K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 45 | $4.85K | 0.00% | +45 | New |
| Cornerstone Planning Group LLC | 39 | $4.93K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 50 | $5.38K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $5.38K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 50 | $5.38K | 0.00% | +50 | New |
| Bank of Jackson Hole Trust | 50 | $5.38K | 0.00% | +50 | New |
| Sachetta, LLC | 51 | $5.49K | 0.00% | −7−12.1% | Reduced |
| Sittner & Nelson, LLC | 51 | $5.49K | 0.00% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 53 | $5.71K | 0.00% | +53 | New |
| Wolff Wiese Magana LLC | 55 | $5.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 56 | $6.03K | 0.00% | +56 | New |
| MV Capital Management, Inc. | 57 | $6.14K | 0.00% | +19+50.0% | Added |
| Fortitude Family Office, LLC | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 71 | $7.64K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 73 | $7.86K | 0.00% | +25+52.1% | Added |
| Avion Wealth | 75 | $8.00K | 0.00% | +8+11.9% | Added |
| GHP Investment Advisors, Inc. | 75 | $8.08K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 75 | $8.08K | 0.00% | +5+7.1% | Added |
| Financial Management Professionals, Inc. | 77 | $8.29K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 79 | $8.51K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 82 | $8.83K | 0.00% | +10+13.9% | Added |
| Parkside Financial Bank & Trust | 85 | $9.15K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 88 | $9.48K | 0.01% | +88 | New |
| FPC Investment Advisory, Inc. | 72 | $9.96K | 0.01% | +72 | New |
| CBIZ Investment Advisory Services, LLC | 93 | $10.0K | 0.00% | +20+27.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $10.8K | 0.00% | −250−71.4% | Reduced |
| Center for Financial Planning, Inc. | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 104 | $11.2K | 0.00% | +96+1,200.0% | Added |
| SRS Capital Advisors, Inc. | 106 | $11.4K | 0.00% | −29−21.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 105 | $11.4K | 0.00% | −34−24.5% | Reduced |
| Bell Investment Advisors, Inc | 115 | $12.4K | 0.00% | −10−8.0% | Reduced |
| South State Corp. | 120 | $12.9K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 121 | $13.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 122 | $13.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 123 | $13.2K | 0.00% | +64+108.5% | Added |
| Armstrong Advisory Group, Inc | 125 | $13.5K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 130 | $14.0K | 0.01% | +130 | New |
| New Millennium Group LLC | 138 | $14.9K | 0.01% | +85+160.4% | Added |
| WealthCollab, LLC | 143 | $15.4K | 0.01% | +26+22.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 145 | $15.6K | 0.00% | +145 | New |
| First Horizon Advisors, Inc. | 146 | $15.7K | 0.00% | −307−67.8% | Reduced |
| Cohen & Steers, Inc. | 149 | $16.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 150 | $16.2K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 155 | $16.7K | 0.00% | −104−40.2% | Reduced |
| Rothschild Investment LLC | 155 | $16.7K | 0.00% | +153+7,650.0% | Added |
| Meeder Asset Management Inc | 187 | $20.1K | 0.00% | +187 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 198 | $21.3K | 0.00% | +104+110.6% | Added |
| Bogart Wealth, LLC | 200 | $21.5K | 0.00% | −32−13.8% | Reduced |