| Logan Capital Management Inc | 2 | $407 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $407 | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2 | $408 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $408 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 4 | $814 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 4 | $814 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $814 | 0.00% | +1+33.3% | Added |
| Anfield Capital Management, LLC | 4 | $814 | 0.00% | +4 | New |
| North Capital, Inc. | 5 | $1.02K | 0.00% | +1+25.0% | Added |
| DecisionPoint Financial, LLC | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 6 | $1.22K | 0.00% | +6 | New |
| Davis Capital Management | 7 | $1.43K | 0.00% | +7 | New |
| WFA of San Diego, LLC | 8 | $1.63K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 8 | $1.63K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 10 | $2.04K | 0.00% | +10 | New |
| Creative Capital Management Investments LLC | 10 | $2.04K | 0.00% | +10 | New |
| Guerra Advisors Inc | 10 | $2.04K | 0.00% | +10 | New |
| Pineridge Advisors LLC | 11 | $2.24K | 0.00% | −14−56.0% | Reduced |
| MPWM Advisory Solutions, LLC | 11 | $2.24K | 0.00% | −5−31.3% | Reduced |
| WestEnd Advisors, LLC | 12 | $2.44K | 0.00% | −6−33.3% | Reduced |
| PayPay Securities Corp | 12 | $2.48K | 0.09% | −2−14.3% | Reduced |
| Country Trust Bank | 14 | $2.85K | 0.00% | +14 | New |
| Valued Wealth Advisors LLC | 16 | $3.26K | 0.00% | +2+14.3% | Added |
| TruNorth Capital Management, LLC | 18 | $3.67K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 19 | $3.87K | 0.00% | −45−70.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 20 | $4.04K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 20 | $4.07K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 20 | $4.07K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 21 | $4.28K | 0.00% | +21 | New |
| Jackson, Grant Investment Advisers, Inc. | 24 | $4.89K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 24 | $4.89K | 0.00% | +24 | New |
| Grey Fox Wealth Advisors, LLC | 24 | $4.89K | 0.00% | +24 | New |
| Kennebec Savings Bank | 24 | $4.89K | 0.00% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 26 | $4.95K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 140 | $4.97K | 0.00% | −659−82.5% | Reduced |
| Inlight Wealth Management, LLC | 25 | $5.09K | 0.00% | −39−60.9% | Reduced |
| Hughes Financial Services, LLC | 24 | $5.20K | 0.00% | −2−7.7% | Reduced |
| Advanced Portfolio Management, LLC | 28 | $5.70K | 0.01% | +28 | New |
| Horizon Financial Services, LLC | 30 | $6.11K | 0.00% | +25+500.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 30 | $6.11K | 0.00% | +30 | New |
| Measured Wealth Private Client Group, LLC | 30 | $6.11K | 0.00% | +30 | New |
| Chesapeake Asset Management LLC | 32 | $6.51K | 0.01% | +10+45.5% | Added |
| Rakuten Investment Management, Inc. | 300 | $6.70K | 0.00% | +300 | New |
| Clear Investment Research, LLC | 33 | $6.72K | 0.01% | +1+3.1% | Added |
| Clark Wealth Partners | 37 | $6.82K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 34 | $6.92K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 34 | $6.92K | 0.00% | +34 | New |
| Roble, Belko & Company, Inc | 35 | $7.00K | 0.00% | +30+600.0% | Added |
| Smallwood Wealth Investment Management, LLC | 36 | $7.33K | 0.00% | −2−5.3% | Reduced |
| Principia Wealth Advisory, LLC | 36 | $7.33K | 0.01% | +3+9.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 37 | $7.53K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 38 | $7.74K | 0.00% | +38 | New |
| Caitong International Asset Management Co., Ltd | 39 | $7.94K | 0.01% | −611−94.0% | Reduced |
| HighMark Wealth Management LLC | 39 | $7.94K | 0.00% | −26−40.0% | Reduced |
| American Capital Advisory, LLC | 39 | $7.94K | 0.00% | +3+8.3% | Added |
| DT Investment Partners, LLC | 40 | $8.14K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 40 | $8.14K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 42 | $8.55K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 44 | $8.96K | 0.00% | +2+4.8% | Added |
| Evelyn Partners Asset Management Ltd | 46 | $9.37K | 0.00% | +46 | New |
| Retirement Wealth Solutions LLC | 49 | $9.98K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 51 | $10.4K | 0.00% | +1+2.0% | Added |
| Mascoma Wealth Management LLC | 52 | $10.6K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 52 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 52 | $10.6K | 0.00% | +1+2.0% | Added |
| Lavaca Capital LLC | 54 | $11.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 54 | $11.0K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 56 | $11.4K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 57 | $11.6K | 0.01% | +57 | New |
| Turim 21 Investimentos Ltda. | 59 | $12.0K | 0.00% | +59 | New |
| Crews Bank & Trust | 60 | $12.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 60 | $12.2K | 0.00% | +11+22.4% | Added |
| Frazier Financial Advisors, LLC | 60 | $12.2K | 0.01% | +34+130.8% | Added |
| Tacita Capital Inc | 63 | $12.8K | 0.01% | +63 | New |
| Prestige Wealth Management Group LLC | 67 | $13.6K | 0.00% | +7+11.7% | Added |
| Innovative Advisory Group, LLC | 73 | $14.9K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 76 | $15.5K | 0.00% | +2+2.7% | Added |
| Solstein Capital, LLC | 76 | $15.5K | 0.01% | +22+40.7% | Added |
| Red Tortoise LLC | 78 | $15.9K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 78 | $15.9K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 78 | $16.0K | 0.01% | −3,458−97.8% | Reduced |
| Legacy Wealth Managment, LLC | 79 | $16.1K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 79 | $16.1K | 0.00% | +79 | New |
| VSM Wealth Advisory, LLC | 80 | $16.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 81 | $16.5K | 0.00% | +3+3.8% | Added |
| Tortoise Investment Management, LLC | 82 | $16.7K | 0.00% | +17+26.2% | Added |
| Sittner & Nelson, LLC | 84 | $17.1K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 86 | $17.5K | 0.06% | +86 | New |
| MCF Advisors LLC | 86 | $17.5K | 0.00% | +24+38.7% | Added |
| Kilter Group LLC | 87 | $17.7K | 0.01% | +9+11.5% | Added |
| Coston, McIsaac & Partners | 96 | $19.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 95 | $19.0K | 0.00% | +10+11.8% | Added |
| Deseret Mutual Benefit Administrators | 94 | $19.1K | 0.01% | +94 | New |
| Main Street Group, LTD | 100 | $20.4K | 0.01% | +100 | New |
| Stuart Chaussee & Associates, Inc. | 102 | $20.8K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 103 | $21.0K | 0.01% | +103 | New |
| Evolution Wealth Management Inc. | 104 | $21.2K | 0.02% | +34+48.6% | Added |