| MPWM Advisory Solutions, LLC | 1 | $372 | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1 | $372 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $372 | 0.01% | +1 | New |
| TD Capital Management LLC | 1 | $373 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $373 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 2 | $744 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $745 | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 2 | $745 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $745 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3 | $1.12K | 0.00% | −1−25.0% | Reduced |
| Redwood Park Advisors LLC | 3 | $1.12K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 3 | $1.12K | 0.00% | +3 | New |
| Nova Wealth Management, Inc. | 3 | $1.12K | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $1.12K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 4 | $1.49K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 5 | $1.79K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 5 | $1.86K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $1.86K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 5 | $1.86K | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $1.86K | 0.00% | +5 | New |
| Global Wealth Strategies & Associates | 6 | $2.23K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $2.61K | 0.00% | +7 | New |
| American Capital Advisory, LLC | 7 | $2.61K | 0.00% | +7 | New |
| POM Investment Strategies, LLC | 8 | $2.98K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 8 | $3.20K | 0.18% | 00.0% | Unchanged |
| Tidemark, LLC | 9 | $3.35K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 9 | $3.35K | 0.00% | +5+125.0% | Added |
| ORG Wealth Partners, LLC | 9 | $3.35K | 0.00% | +9 | New |
| Trifecta Capital Advisors, LLC | 10 | $3.72K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $3.72K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 11 | $3.94K | 0.00% | +3+37.5% | Added |
| Principia Wealth Advisory, LLC | 11 | $3.99K | 0.00% | −1−8.3% | Reduced |
| Pacific Center for Financial Services | 11 | $4.09K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 12 | $4.47K | 0.00% | 00.0% | Unchanged |
| City State Bank | 13 | $4.84K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 13 | $4.84K | 0.00% | +8+160.0% | Added |
| Hughes Financial Services, LLC | 14 | $5.23K | 0.00% | +14 | New |
| WealthTrak Capital Management LLC | 15 | $5.58K | 0.00% | −1−6.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 15 | $5.58K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 15 | $5.58K | 0.00% | +15 | New |
| Quest 10 Wealth Builders, Inc. | 15 | $5.72K | 0.01% | +1+7.1% | Added |
| Morton Brown Family Wealth, LLC | 16 | $5.96K | 0.00% | +16 | New |
| Clark Wealth Partners | 17 | $6.33K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 17 | $6.33K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 17 | $6.33K | 0.00% | +17 | New |
| Cherry Tree Wealth Management, LLC | 17 | $6.33K | 0.00% | +17 | New |
| Darwin Advisors, LLC | 18 | $6.48K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 18 | $6.70K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $6.70K | 0.00% | +2+12.5% | Added |
| Greenline Partners, LLC | 19 | $7.07K | 0.00% | +19 | New |
| Your Advocates Ltd., LLP | 20 | $7.45K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 20 | $7.45K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 20 | $7.45K | 0.00% | +20 | New |
| Strategic Investment Solutions, Inc. | 21 | $7.72K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 20 | $7.80K | 0.00% | +20 | New |
| Halbert Hargrove Global Advisors, LLC | 21 | $7.82K | 0.00% | +8+61.5% | Added |
| Sound Income Strategies, LLC | 23 | $8.56K | 0.00% | +10+76.9% | Added |
| Curio Wealth, LLC | 1 | $9.00K | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 26 | $9.69K | 0.00% | −1−3.7% | Reduced |
| Kozak & Associates, Inc. | 29 | $10.3K | 0.00% | +16+123.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 28 | $10.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $10.4K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 28 | $10.4K | 0.00% | +28 | New |
| Avion Wealth | 31 | $11.0K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 31 | $11.5K | 0.00% | −13−29.5% | Reduced |
| Delta Asset Management LLC | 35 | $13.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 40 | $14.9K | 0.00% | −1−2.4% | Reduced |
| 1 North Wealth Services LLC | 40 | $14.9K | 0.01% | +40 | New |
| Barrett & Company, Inc. | 42 | $15.6K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 43 | $16.0K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 43 | $16.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 43 | $16.1K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 44 | $16.4K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 44 | $16.4K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 45 | $16.8K | 0.00% | +45 | New |
| Sachetta, LLC | 46 | $17.1K | 0.01% | −173−79.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 47 | $17.5K | 0.01% | +30+176.5% | Added |
| Centennial Bank | 48 | $17.9K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 48 | $18.0K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 50 | $18.6K | 0.01% | −25−33.3% | Reduced |
| Provenance Wealth Advisors, LLC | 51 | $19.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 51 | $19.0K | 0.01% | +8+18.6% | Added |
| Horizon Financial Services, LLC | 52 | $19.4K | 0.01% | +2+4.0% | Added |
| Glass Jacobson Investment Advisors llc | 54 | $19.4K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 56 | $20.8K | 0.01% | −23−29.1% | Reduced |
| Cetera Trust Company, N.A | 58 | $21.6K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 59 | $22.0K | 0.01% | −110−65.1% | Reduced |
| Roxbury Financial LLC | 57 | $22.0K | 0.02% | +1+1.8% | Added |
| Abound Wealth Management | 60 | $22.2K | 0.01% | −4−6.3% | Reduced |
| WPG Advisers, LLC | 60 | $22.3K | 0.02% | −32−34.8% | Reduced |
| FSA Wealth Management LLC | 61 | $22.8K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 60 | $23.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 63 | $23.0K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 62 | $23.1K | 0.00% | +62 | New |
| Ridgewood Investments LLC | 62 | $23.2K | 0.01% | +51+463.6% | Added |
| Kennebec Savings Bank | 63 | $23.5K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 64 | $24.0K | 0.01% | −234−78.5% | Reduced |
| Meeder Asset Management Inc | 66 | $24.6K | 0.00% | −30−31.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 66 | $24.7K | 0.00% | +16+32.0% | Added |
| Nemes Rush Group LLC | 67 | $24.8K | 0.00% | 00.0% | Unchanged |