| Toth Financial Advisory Corp | 1 | $171 | 0.00% | +1 | New |
| Chelsea Counsel Co | 1 | $171 | 0.00% | +1 | New |
| Logan Capital Management Inc | 2 | $341 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2 | $341 | 0.00% | +1+100.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $341 | 0.00% | +2 | New |
| Breakwater Investment Management | 3 | $511 | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 4 | $681 | 0.00% | −18−81.8% | Reduced |
| Quaker Wealth Management, LLC | 4 | $682 | 0.00% | +2+100.0% | Added |
| Financial Consulate, Inc | 4 | $682 | 0.00% | +4 | New |
| NVWM, LLC | 5 | $851 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 5 | $851 | 0.00% | +5 | New |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 6 | $1.02K | 0.00% | −801−99.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 6 | $1.02K | 0.00% | +6 | New |
| Raleigh Capital Management Inc. | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 6 | $1.07K | 0.04% | −3−33.3% | Reduced |
| Delta Asset Management LLC | 7 | $1.19K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 7 | $1.19K | 0.00% | +7 | New |
| Perritt Capital Management Inc | 7 | $1.24K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 8 | $1.36K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 9 | $1.53K | 0.00% | +9 | New |
| Caitlin John, LLC | 9 | $1.53K | 0.00% | +9 | New |
| Wealth Watch Advisors, INC | 9 | $1.53K | 0.00% | +9 | New |
| Noble Wealth Management PBC | 9 | $1.53K | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 9 | $1.61K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $1.70K | 0.00% | −3−23.1% | Reduced |
| S&T Bank | 10 | $1.70K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 12 | $2.04K | 0.00% | +12 | New |
| TD Capital Management LLC | 13 | $2.29K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 14 | $2.38K | 0.00% | +3+27.3% | Added |
| C M Bidwell & Associates Ltd | 14 | $2.38K | 0.00% | +14 | New |
| Dunhill Financial, LLC | 14 | $2.42K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 15 | $2.55K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 15 | $2.55K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 15 | $2.55K | 0.00% | +15 | New |
| Davis Capital Management | 15 | $2.55K | 0.00% | +15 | New |
| Cedar Mountain Advisors, LLC | 17 | $2.89K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 18 | $3.06K | 0.00% | −2−10.0% | Reduced |
| Roxbury Financial LLC | 18 | $3.06K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 18 | $3.06K | 0.00% | +3+20.0% | Added |
| Cherry Tree Wealth Management, LLC | 20 | $3.41K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 20 | $3.41K | 0.00% | +20 | New |
| Vermillion Wealth Management, Inc. | 21 | $3.55K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 21 | $3.58K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 22 | $3.75K | 0.00% | +3+15.8% | Added |
| Princeton Global Asset Management LLC | 23 | $3.92K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 23 | $3.92K | 0.00% | +6+35.3% | Added |
| Penserra Capital Management LLC | 27 | $4.00K | 0.00% | −3,642−99.3% | Reduced |
| Sofos Investments, Inc. | 24 | $4.14K | 0.00% | +24 | New |
| Atwood & Palmer Inc | 25 | $4.26K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 26 | $4.46K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 27 | $4.54K | 0.00% | +11+68.8% | Added |
| Marquette Asset Management, LLC | 27 | $4.60K | 0.00% | +27 | New |
| Glass Jacobson Investment Advisors llc | 28 | $4.77K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 31 | $4.90K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 29 | $4.94K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $5.11K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 32 | $5.92K | 0.01% | +32 | New |
| Kilter Group LLC | 35 | $5.96K | 0.00% | +5+16.7% | Added |
| Capital Advisors, Ltd. LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 36 | $6.13K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 36 | $6.18K | 0.00% | +2+5.9% | Added |
| Costello Asset Management, INC | 38 | $6.54K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 39 | $6.64K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 40 | $6.71K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 40 | $6.81K | 0.01% | −510−92.7% | Reduced |
| Bare Financial Services, Inc | 40 | $6.81K | 0.00% | −4−9.1% | Reduced |
| Creative Financial Designs Inc | 40 | $6.81K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 40 | $6.81K | 0.00% | +20+100.0% | Added |
| TruNorth Capital Management, LLC | 41 | $6.98K | 0.00% | +41 | New |
| Cloud Capital Management, LLC | 45 | $7.00K | 0.00% | +45 | New |
| Wolff Wiese Magana LLC | 42 | $7.15K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 44 | $7.16K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 46 | $7.86K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 47 | $8.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $8.51K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 51 | $8.72K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 57 | $9.71K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 60 | $10.1K | 0.00% | +60 | New |
| Front Row Advisors LLC | 60 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 60 | $10.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 60 | $10.2K | 0.00% | +5+9.1% | Added |
| Harbor Investment Advisory, LLC | 64 | $10.9K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 64 | $10.9K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 66 | $11.2K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 75 | $11.4K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 67 | $11.4K | 0.01% | −1−1.5% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 68 | $11.6K | 0.01% | +68 | New |
| Kentucky Trust Co | 71 | $12.1K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 72 | $12.3K | 0.01% | +72 | New |
| Rakuten Securities, Inc. | 75 | $12.8K | 0.00% | +55+275.0% | Added |
| First PREMIER Bank | 77 | $13.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 78 | $13.3K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 78 | $13.3K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 79 | $13.5K | 0.00% | +79 | New |
| Albion Financial Group | 82 | $14.0K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 78 | $14.0K | 0.00% | +78 | New |
| Bell Investment Advisors, Inc | 83 | $14.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 84 | $14.3K | 0.00% | 00.0% | Unchanged |