| Caitong International Asset Management Co., Ltd | 1 | $184 | 0.00% | −38−97.4% | Reduced |
| Godfrey Financial Associates, Inc. | 1 | $184 | 0.00% | +1 | New |
| Signature Resources Capital Management, LLC | 2 | $368 | 0.00% | −2−50.0% | Reduced |
| Chelsea Counsel Co | 2 | $369 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $553 | 0.00% | +3 | New |
| Anfield Capital Management, LLC | 4 | $737 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 4 | $737 | 0.01% | +2+100.0% | Added |
| DecisionPoint Financial, LLC | 5 | $921 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 5 | $921 | 0.00% | +5 | New |
| Davis Capital Management | 6 | $1.10K | 0.00% | −1−14.3% | Reduced |
| Merited Wealth, LLC | 6 | $1.10K | 0.00% | +6 | New |
| DHJJ Financial Advisors, Ltd. | 6 | $1.11K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 6 | $1.11K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 8 | $1.42K | 0.00% | +8 | New |
| Basepoint Wealth LLC | 8 | $1.47K | 0.00% | +8 | New |
| WFA of San Diego, LLC | 8 | $1.47K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 8 | $1.47K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 8 | $1.47K | 0.00% | +8 | New |
| Stephens Consulting, LLC | 8 | $1.47K | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 10 | $1.84K | 0.00% | −2−16.7% | Reduced |
| Creative Capital Management Investments LLC | 10 | $1.84K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $1.84K | 0.00% | +10 | New |
| Battery Global Advisors, LLC | 22 | $1.92K | 0.00% | +22 | New |
| Dogwood Wealth Management LLC | 11 | $2.03K | 0.00% | −8−42.1% | Reduced |
| MPWM Advisory Solutions, LLC | 11 | $2.03K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $2.40K | 0.00% | −11−45.8% | Reduced |
| Country Trust Bank | 14 | $2.58K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 14 | $2.58K | 0.00% | +14 | New |
| Valued Wealth Advisors LLC | 15 | $2.76K | 0.00% | −1−6.3% | Reduced |
| 1015 Capital Partners, LLC | 15 | $2.76K | 0.00% | +15 | New |
| Fountainhead AM, LLC | 16 | $2.95K | 0.00% | −1,425−98.9% | Reduced |
| PayPay Securities Corp | 16 | $2.95K | 0.09% | +4+33.3% | Added |
| Whipplewood Advisors, LLC | 19 | $3.50K | 0.00% | +19 | New |
| Quest 10 Wealth Builders, Inc. | 20 | $3.65K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 20 | $3.68K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 20 | $3.68K | 0.00% | +20 | New |
| Noble Wealth Management PBC | 20 | $3.68K | 0.00% | +20 | New |
| Godsey & Gibb Associates | 21 | $3.87K | 0.00% | +21 | New |
| Morton Brown Family Wealth, LLC | 22 | $4.05K | 0.00% | +22 | New |
| Jackson, Grant Investment Advisers, Inc. | 24 | $4.42K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 24 | $4.42K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 24 | $4.42K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 26 | $4.79K | 0.00% | +22+550.0% | Added |
| LM Advisors LLC | 902 | $4.90K | 0.10% | −3,719−80.5% | Reduced |
| Coston, McIsaac & Partners | 30 | $5.00K | 0.00% | −66−68.8% | Reduced |
| Atomic Invest LLC | 27 | $5.05K | 0.00% | +27 | New |
| Measured Wealth Private Client Group, LLC | 30 | $5.53K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 30 | $5.53K | 0.00% | +30 | New |
| Roble, Belko & Company, Inc | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 33 | $6.08K | 0.00% | −3−8.3% | Reduced |
| Clayton Financial Group LLC | 34 | $6.26K | 0.00% | +34 | New |
| Maseco LLP | 34 | $6.26K | 0.00% | +34 | New |
| Prosperity Bancshares Inc | 36 | $6.63K | 0.01% | +36 | New |
| DiNuzzo Private Wealth, Inc. | 36 | $6.63K | 0.00% | +10+38.5% | Added |
| Proffitt & Goodson Inc | 36 | $6.63K | 0.00% | +16+80.0% | Added |
| Clark Wealth Partners | 37 | $6.82K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 38 | $7.00K | 0.00% | −1−2.6% | Reduced |
| Tompkins Financial Corp | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 38 | $7.00K | 0.00% | +34+850.0% | Added |
| Hager Investment Management Services, LLC | 38 | $7.00K | 0.00% | +38 | New |
| Chesapeake Asset Management LLC | 39 | $7.18K | 0.01% | +7+21.9% | Added |
| Horizon Financial Services, LLC | 39 | $7.18K | 0.00% | +9+30.0% | Added |
| Bravera Wealth | 39 | $7.18K | 0.00% | +39 | New |
| MJT & Associates Financial Advisory Group, Inc. | 40 | $7.37K | 0.01% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 40 | $7.37K | 0.01% | +40 | New |
| American Capital Advisory, LLC | 41 | $7.55K | 0.00% | +2+5.1% | Added |
| Torren Management, LLC | 42 | $7.74K | 0.00% | +42 | New |
| Paladin Partners, LLC | 42 | $7.74K | 0.01% | +42 | New |
| WealthCollab, LLC | 42 | $7.74K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 43 | $7.92K | 0.00% | −16−27.1% | Reduced |
| Addison Advisors LLC | 45 | $8.29K | 0.00% | −15−25.0% | Reduced |
| Evelyn Partners Asset Management Ltd | 46 | $8.47K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 46 | $8.47K | 0.00% | +2+4.5% | Added |
| Acumen Wealth Advisors, LLC | 47 | $8.66K | 0.00% | +47 | New |
| Sankala Group LLC | 59 | $8.79K | 0.01% | +59 | New |
| Smallwood Wealth Investment Management, LLC | 48 | $8.84K | 0.00% | +12+33.3% | Added |
| DT Investment Partners, LLC | 48 | $8.84K | 0.00% | +8+20.0% | Added |
| Retirement Wealth Solutions LLC | 49 | $9.03K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 50 | $9.21K | 0.00% | −110−68.8% | Reduced |
| Friedenthal Financial | 50 | $9.21K | 0.00% | +29+138.1% | Added |
| Estate Planners Group, LLC | 50 | $9.21K | 0.00% | +50 | New |
| Lavaca Capital LLC | 54 | $9.95K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 54 | $10.1K | 0.00% | +54 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 55 | $10.1K | 0.01% | +18+48.6% | Added |
| United Financial Planning Group LLC | 55 | $10.1K | 0.01% | +55 | New |
| Imprint Wealth LLC | 59 | $10.9K | 0.05% | −27−31.4% | Reduced |
| Frazier Financial Advisors, LLC | 60 | $11.1K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 62 | $11.4K | 0.00% | +10+19.2% | Added |
| Bay Harbor Wealth Management, LLC | 63 | $11.6K | 0.00% | +11+21.2% | Added |
| Tacita Capital Inc | 63 | $11.6K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 63 | $11.6K | 0.00% | +63 | New |
| Crews Bank & Trust | 65 | $12.0K | 0.00% | +5+8.3% | Added |
| Innovative Advisory Group, LLC | 73 | $13.4K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 75 | $13.8K | 0.00% | +24+47.1% | Added |
| Solstein Capital, LLC | 76 | $14.0K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 76 | $14.0K | 0.01% | +76 | New |
| Robinswood Financial LLC | 78 | $14.4K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 78 | $14.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 79 | $14.6K | 0.00% | +12+17.9% | Added |
| VSM Wealth Advisory, LLC | 80 | $14.7K | 0.00% | 00.0% | Unchanged |