| McClarren Financial Advisors, Inc. | 29 | $0 | 0.00% | +12+70.6% | Added |
| Forsta Ap-Fonden | 634,756 | $0 | 0.00% | +189,495+42.6% | Added |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $89 | 0.00% | +3 | New |
| Tucker Asset Management LLC | 4 | $118 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 9 | $266 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 11 | $325 | 0.00% | +11 | New |
| Abound Wealth Management | 20 | $591 | 0.00% | −51−71.8% | Reduced |
| Avion Wealth | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 34 | $1.00K | 0.00% | +34 | New |
| Creekmur Asset Management LLC | 36 | $1.06K | 0.00% | +36 | New |
| CoreCap Advisors, LLC | 41 | $1.21K | 0.00% | +41 | New |
| Mendota Financial Group, LLC | 44 | $1.30K | 0.00% | +44 | New |
| AdvisorNet Financial, Inc | 47 | $1.39K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 48 | $1.42K | 0.00% | 00.0% | Unchanged |
| Brown Financial Advisors | 54 | $1.59K | 0.00% | +54 | New |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $1.92K | 0.00% | −329−83.5% | Reduced |
| Tyler-Stone Wealth Management | 66 | $1.95K | 0.00% | +66 | New |
| GHP Investment Advisors, Inc. | 67 | $1.97K | 0.00% | +66+6,600.0% | Added |
| Cornerstone Planning Group LLC | 72 | $2.01K | 0.00% | +54+300.0% | Added |
| Fortitude Family Office, LLC | 74 | $2.19K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 80 | $2.36K | 0.00% | +80 | New |
| Richardson Capital Management LLC | 89 | $2.63K | 0.00% | +89 | New |
| First Financial Corp | 97 | $2.87K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 99 | $2.92K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 99 | $2.92K | 0.00% | +99 | New |
| Beacon Capital Management, LLC | 111 | $3.28K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 120 | $3.54K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 120 | $3.54K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 126 | $3.87K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 138 | $4.08K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 136 | $4.11K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 139 | $4.11K | 0.00% | +139 | New |
| Family Firm, Inc. | 153 | $4.52K | 0.00% | +153 | New |
| Pacific Capital Wealth Advisors, Inc | 167 | $4.93K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 179 | $5.29K | 0.00% | +179 | New |
| ORG Partners LLC | 181 | $5.42K | 0.00% | +181 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 184 | $5.43K | 0.00% | +184 | New |
| Bell Investment Advisors, Inc | 187 | $5.52K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 192 | $5.67K | 0.00% | +18+10.3% | Added |
| Great Lakes Retirement, Inc. | 200 | $5.91K | 0.00% | +200 | New |
| Grove Bank & Trust | 210 | $6.20K | 0.00% | +210 | New |
| Paradigm Asset Management Co LLC | 224 | $6.62K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 227 | $6.71K | 0.00% | +5+2.3% | Added |
| Brown Brothers Harriman & Co | 230 | $6.79K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 235 | $6.94K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 267 | $8.00K | 0.00% | +15+6.0% | Added |
| Coppell Advisory Solutions LLC | 271 | $8.01K | 0.00% | +271 | New |
| Raffa Wealth Management, LLC | 274 | $8.09K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 299 | $8.83K | 0.00% | +2+0.7% | Added |
| WealthCollab, LLC | 308 | $9.10K | 0.01% | +126+69.2% | Added |
| Annapolis Financial Services, LLC | 309 | $9.13K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 311 | $9.19K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 314 | $9.28K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 315 | $9.31K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 367 | $10.8K | 0.00% | +367 | New |
| Union Savings Bank | 410 | $12.1K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 414 | $12.2K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 432 | $13.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 456 | $13.5K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 464 | $13.7K | 0.00% | +16+3.6% | Added |
| Financial Management Professionals, Inc. | 489 | $14.0K | 0.00% | −35−6.7% | Reduced |
| GW&K Investment Management, LLC | 464 | $14.0K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 475 | $14.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 500 | $14.8K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $14.8K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 524 | $15.5K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 540 | $16.0K | 0.00% | +540 | New |
| Chilton Capital Management LLC | 572 | $16.9K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 578 | $17.1K | 0.01% | +578 | New |
| Anchor Investment Management, LLC | 580 | $17.1K | 0.00% | −311−34.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 596 | $17.6K | 0.01% | +416+231.1% | Added |
| FinTrust Capital Advisors, LLC | 651 | $19.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 664 | $19.6K | 0.00% | +6+0.9% | Added |
| Sound Income Strategies, LLC | 704 | $20.8K | 0.00% | +270+62.2% | Added |
| Rise Advisors, LLC | 725 | $21.4K | 0.01% | +15+2.1% | Added |
| JFS Wealth Advisors, LLC | 746 | $22.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 816 | $24.1K | 0.02% | +320+64.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 865 | $25.0K | 0.01% | +107+14.1% | Added |
| First Horizon Advisors, Inc. | 964 | $28.5K | 0.00% | −198−17.0% | Reduced |
| McIlrath & Eck, LLC | 991 | $29.3K | 0.00% | +120+13.8% | Added |
| Community Bank, N.A. | 1,000 | $29.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,003 | $29.6K | 0.00% | −621−38.2% | Reduced |
| Rakuten Securities, Inc. | 1,060 | $31.3K | 0.01% | +60+6.0% | Added |
| Continuum Advisory, LLC | 1,082 | $32.0K | 0.00% | −109−9.2% | Reduced |
| Smartleaf Asset Management LLC | 1,284 | $37.8K | 0.01% | +892+227.6% | Added |
| RFP Financial Group LLC | 1,321 | $39.0K | 0.01% | −108−7.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,382 | $40.8K | 0.00% | +691+100.0% | Added |
| Parkside Financial Bank & Trust | 1,400 | $41.4K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,400 | $41.4K | 0.00% | +1,400 | New |
| CKW Financial Group | 1,400 | $42.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,519 | $44.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,597 | $47.8K | 0.00% | +481+43.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,666 | $49.0K | 0.00% | +1,416+566.4% | Added |
| Mather Group, LLC. | 1,635 | $50.2K | 0.00% | −26−1.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,706 | $50.4K | 0.00% | +1,706 | New |
| Advisory Services Network, LLC | 1,794 | $53.0K | 0.00% | +1,794 | New |
| Activest Wealth Management | 1,817 | $53.5K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 1,952 | $57.7K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,941 | $58.0K | 0.00% | +1,680+643.7% | Added |
