| Fairway Wealth LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Westend Capital Management, LLC | 2 | $192 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3 | $251 | 0.00% | −297−99.0% | Reduced |
| Bullock Wealth Management Group | 3 | $257 | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 5 | $419 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 6 | $503 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 10 | $838 | 0.00% | +10 | New |
| One River Asset Management, LLC | 12 | $1.01K | 0.00% | +12 | New |
| Bear Mountain Capital, Inc. | 12 | $1.02K | 0.00% | +12 | New |
| Legacy Wealth Managment, LLC | 19 | $1.59K | 0.00% | −17−47.2% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 20 | $1.68K | 0.00% | +20 | New |
| Trust Co | 23 | $1.93K | 0.00% | −1,980−98.9% | Reduced |
| IMA Wealth, Inc. | 24 | $2.01K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 24 | $2.01K | 0.00% | +24 | New |
| DecisionPoint Financial, LLC | 27 | $2.18K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 30 | $2.52K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 31 | $2.60K | 0.00% | +31 | New |
| Friedenthal Financial | 33 | $2.77K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 43 | $3.57K | 0.00% | +43 | New |
| HFM Investment Advisors, LLC | 45 | $3.77K | 0.00% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 73 | $4.12K | 0.02% | 00.0% | Unchanged |
| DAGCO, Inc. | 50 | $4.19K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 51 | $4.28K | 0.00% | +51 | New |
| Evergreen Private Wealth LLC | 55 | $4.61K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 55 | $4.61K | 0.00% | +28+103.7% | Added |
| Conquis Financial LLC | 62 | $5.20K | 0.00% | −10−13.9% | Reduced |
| Strengthening Families & Communities, LLC | 62 | $5.21K | 0.00% | +62 | New |
| PayPay Securities Corp | 63 | $5.30K | 0.19% | +3+5.0% | Added |
| Global Wealth Strategies & Associates | 66 | $5.53K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 73 | $6.12K | 0.00% | +1+1.4% | Added |
| Sofos Investments, Inc. | 73 | $6.12K | 0.00% | +73 | New |
| Center for Financial Planning, Inc. | 74 | $6.20K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 127 | $6.24K | 0.06% | −9,202−98.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 75 | $6.29K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 78 | $6.54K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 89 | $7.46K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 96 | $8.05K | 0.00% | +96 | New |
| Global Trust Asset Management, LLC | 97 | $8.11K | 0.00% | −52−34.9% | Reduced |
| Morton Brown Family Wealth, LLC | 100 | $8.38K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $8.38K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 100 | $8.38K | 0.01% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 100 | $8.38K | 0.01% | +100 | New |
| Eukles Asset Management | 101 | $8.47K | 0.00% | 00.0% | Unchanged |
| Sellwood Investment Partners LLC | 105 | $8.80K | 0.00% | +105 | New |
| DHJJ Financial Advisors, Ltd. | 105 | $8.81K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 107 | $8.97K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 107 | $9.01K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 108 | $9.05K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 109 | $9.11K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 113 | $9.47K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 116 | $9.74K | 0.01% | +116 | New |
| Insight Financial Services | 118 | $9.89K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 133 | $11.1K | 0.01% | −10,523−98.8% | Reduced |
| SWAN Capital LLC | 150 | $12.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 150 | $12.6K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 152 | $12.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 160 | $13.4K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 178 | $14.9K | 0.01% | +48+36.9% | Added |
| Pinney & Scofield, Inc. | 181 | $15.2K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 183 | $15.3K | 0.01% | +15+8.9% | Added |
| Contravisory Investment Management, Inc. | 186 | $15.6K | 0.00% | +115+162.0% | Added |
| Anfield Capital Management, LLC | 189 | $15.8K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 190 | $15.9K | 0.01% | +55+40.7% | Added |
| Toth Financial Advisory Corp | 195 | $16.3K | 0.00% | +2+1.0% | Added |
| Proffitt & Goodson Inc | 196 | $16.4K | 0.00% | +196 | New |
| Whipplewood Advisors, LLC | 200 | $16.8K | 0.01% | −598−74.9% | Reduced |
| Investment Counsel Co of Nevada | 200 | $16.8K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 202 | $16.9K | 0.00% | −2,665−93.0% | Reduced |
| Consultiva Wealth Management, Corp. | 207 | $17.4K | 0.05% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 232 | $18.0K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 218 | $18.3K | 0.00% | +218 | New |
| Kozak & Associates, Inc. | 226 | $18.9K | 0.00% | +1+0.4% | Added |
| GGM Financials LLC | 231 | $19.4K | 0.01% | +231 | New |
| ZRC Wealth Management, LLC | 235 | $19.7K | 0.01% | +175+291.7% | Added |
| Horizon Bancorp Inc | 255 | $21.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 262 | $21.0K | 0.01% | +1+0.4% | Added |
| Turning Point Benefit Group, Inc. | 267 | $21.6K | 0.01% | +267 | New |
| Copeland Capital Management, LLC | 258 | $21.6K | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 280 | $23.5K | 0.02% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 292 | $24.5K | 0.03% | +292 | New |
| Dogwood Wealth Management LLC | 299 | $25.1K | 0.01% | +51+20.6% | Added |
| Berbice Capital Management LLC | 300 | $25.1K | 0.02% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 301 | $25.2K | 0.11% | −2,430−89.0% | Reduced |
| Retirement Wealth Solutions LLC | 308 | $25.8K | 0.02% | +6+2.0% | Added |
| Newton One Investments LLC | 310 | $25.9K | 0.01% | +2+0.6% | Added |
| Minot DeBlois Advisors LLC | 314 | $26.3K | 0.02% | −256−44.9% | Reduced |
| Access Investment Management LLC | 316 | $26.5K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 320 | $26.8K | 0.04% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 332 | $27.8K | 0.00% | +274+472.4% | Added |
| Strategic Investment Solutions, Inc. | 333 | $27.9K | 0.01% | −93−21.8% | Reduced |
| Red Tortoise LLC | 336 | $28.2K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 340 | $28.5K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 308 | $28.7K | 0.02% | −162−34.5% | Reduced |
| Horizon Financial Services, LLC | 343 | $28.8K | 0.01% | +209+156.0% | Added |
| CBIZ Investment Advisory Services, LLC | 350 | $29.3K | 0.00% | −2−0.6% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 350 | $29.3K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 353 | $29.6K | 0.01% | +68+23.9% | Added |
| Essential Partners LLC | 358 | $30.0K | 0.01% | +65+22.2% | Added |
| Raffa Wealth Management, LLC | 361 | $30.3K | 0.01% | +60+19.9% | Added |
| Grey Fox Wealth Advisors, LLC | 364 | $30.5K | 0.01% | +364 | New |