| ROSS\JOHNSON & Associates LLC | 1 | $351 | 0.01% | 00.0% | Unchanged |
| Trust Co | 1 | $351 | 0.00% | +1 | New |
| Luken Investment Analytics, LLC | 1 | $351 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $352 | 0.00% | −7−87.5% | Reduced |
| West Branch Capital LLC | 1 | $352 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 2 | $703 | 0.00% | +2 | New |
| Meramec Financial Planners, LLC | 2 | $717 | 0.00% | +2 | New |
| SWAN Capital LLC | 2 | $796 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $1.05K | 0.00% | −31−91.2% | Reduced |
| Atwood & Palmer Inc | 3 | $1.05K | 0.00% | −400−99.3% | Reduced |
| Redwood Park Advisors LLC | 3 | $1.05K | 0.00% | −1−25.0% | Reduced |
| Seneschal Advisors, LLC | 3 | $1.05K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 3 | $1.06K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $1.10K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $1.41K | 0.00% | +1+33.3% | Added |
| 1620 Investment Advisors, Inc. | 4 | $1.69K | 0.00% | −1−20.0% | Reduced |
| Minot DeBlois Advisors LLC | 5 | $1.76K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $1.76K | 0.00% | −1−16.7% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 5 | $1.76K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 6 | $2.11K | 0.00% | −6−50.0% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 7 | $2.46K | 0.00% | −432−98.4% | Reduced |
| Thompson Investment Management, Inc. | 7 | $2.46K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 7 | $2.46K | 0.00% | +7 | New |
| Beaird Harris Wealth Management, LLC | 7 | $2.46K | 0.00% | −5−41.7% | Reduced |
| Cedar Mountain Advisors, LLC | 8 | $2.81K | 0.00% | −41−83.7% | Reduced |
| Bullseye Investment Management, LLC | 8 | $2.81K | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 9 | $3.16K | 0.00% | −1−10.0% | Reduced |
| PayPay Securities Corp | 9 | $3.16K | 0.09% | +1+12.5% | Added |
| Family CFO Inc | 9 | $3.16K | 0.00% | +9 | New |
| Morse Asset Management, Inc | 10 | $3.52K | 0.00% | −31−75.6% | Reduced |
| Quaker Wealth Management, LLC | 10 | $3.52K | 0.00% | −1−9.1% | Reduced |
| NVWM, LLC | 10 | $3.52K | 0.00% | +3+42.9% | Added |
| Ameriflex Group, Inc. | 11 | $3.87K | 0.00% | −33−75.0% | Reduced |
| Pacific Center for Financial Services | 11 | $4.07K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 12 | $4.22K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 13 | $4.57K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 13 | $4.57K | 0.00% | +1+8.3% | Added |
| Stephenson National Bank & Trust | 13 | $4.57K | 0.00% | +13 | New |
| Cape Investment Advisory, Inc. | 13 | $4.57K | 0.00% | +13 | New |
| Halbert Hargrove Global Advisors, LLC | 13 | $4.57K | 0.00% | −5−27.8% | Reduced |
| Kozak & Associates, Inc. | 13 | $4.84K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $4.92K | 0.00% | −1−6.7% | Reduced |
| Aspect Partners, LLC | 14 | $4.92K | 0.00% | +1+7.7% | Added |
| Manning & Napier Advisors LLC | 14 | $4.96K | 0.00% | +14 | New |
| Vermillion & White Wealth Management Group, LLC | 15 | $5.27K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 15 | $5.40K | 0.00% | 00.0% | Unchanged |
| City State Bank | 16 | $5.62K | 0.00% | +3+23.1% | Added |
| Copeland Capital Management, LLC | 17 | $5.97K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 17 | $5.97K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 17 | $5.97K | 0.00% | +13+325.0% | Added |
| Silicon Valley Capital Partners | 17 | $5.99K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $6.33K | 0.00% | +4+28.6% | Added |
| Kingdom Financial Group LLC. | 18 | $6.33K | 0.00% | +18 | New |
| McGuire Capital Advisors Inc | 18 | $6.33K | 0.00% | +18 | New |
| WealthCollab, LLC | 18 | $6.33K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $6.33K | 0.00% | +1+5.9% | Added |
| POM Investment Strategies, LLC | 18 | $6.34K | 0.00% | +18 | New |
| Horizon Financial Services, LLC | 19 | $6.68K | 0.00% | −45−70.3% | Reduced |
| 1 North Wealth Services LLC | 20 | $7.03K | 0.00% | −20−50.0% | Reduced |
| Richardson Capital Management LLC | 20 | $7.03K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 20 | $7.03K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 20 | $7.03K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 20 | $7.26K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 21 | $7.34K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 21 | $7.38K | 0.00% | −6−22.2% | Reduced |
| Legacy Wealth Managment, LLC | 21 | $7.38K | 0.00% | +21 | New |
| LGT Financial Advisors LLC | 22 | $7.73K | 0.05% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 23 | $8.08K | 0.00% | +12+109.1% | Added |
| Bare Financial Services, Inc | 24 | $8.44K | 0.00% | −3−11.1% | Reduced |
| Global Wealth Strategies & Associates | 25 | $8.79K | 0.00% | +19+316.7% | Added |
| Essential Partners LLC | 25 | $8.79K | 0.00% | +17+212.5% | Added |
| Curio Wealth, LLC | 25 | $8.87K | 0.00% | +25 | New |
| Quattro Advisors LLC | 26 | $9.14K | 0.01% | +26 | New |
| Valued Wealth Advisors LLC | 26 | $9.16K | 0.00% | +21+420.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 28 | $9.84K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 30 | $10.5K | 0.02% | 00.0% | Unchanged |
| Merited Wealth, LLC | 30 | $10.5K | 0.01% | +30 | New |
| Caitlin John, LLC | 30 | $10.6K | 0.01% | +25+500.0% | Added |
| True Wealth Design, LLC | 31 | $10.9K | 0.00% | +14+82.4% | Added |
| Dogwood Wealth Management LLC | 33 | $11.6K | 0.01% | +11+50.0% | Added |
| J.Safra Asset Management Corp | 33 | $11.6K | 0.00% | +29+725.0% | Added |
| Advocate Investing Services LLC | 33 | $11.6K | 0.01% | +33 | New |
| Swiss Re Ltd | 34 | $11.9K | 0.00% | +34 | New |
| Delta Asset Management LLC | 35 | $12.3K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 35 | $12.3K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 35 | $12.3K | 0.06% | +23+191.7% | Added |
| Bernard Wealth Management Corp. | 36 | $12.7K | 0.01% | −180−83.3% | Reduced |
| Atomic Invest LLC | 37 | $13.0K | 0.01% | +37 | New |
| IMG Wealth Management, Inc. | 37 | $13.0K | 0.01% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 41 | $14.0K | 0.00% | −10,183−99.6% | Reduced |
| Country Trust Bank | 40 | $14.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 40 | $14.1K | 0.01% | +40 | New |
| Barrett & Company, Inc. | 42 | $14.8K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 44 | $15.3K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 44 | $15.5K | 0.00% | +29+193.3% | Added |
| Commonwealth Retirement Investments LLC | 44 | $15.5K | 0.00% | +44 | New |
| Basepoint Wealth LLC | 44 | $15.5K | 0.01% | +44 | New |
| Coston, McIsaac & Partners | 47 | $16.0K | 0.00% | 00.0% | Unchanged |
