| West Oak Capital, LLC | 1 | $100 | 0.00% | +1 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $110 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $140 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $279 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $279 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 2 | $279 | 0.00% | +2 | New |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $280 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2 | $280 | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 3 | $398 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $402 | 0.00% | +3 | New |
| Bangor Savings Bank | 3 | $419 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 4 | $591 | 0.00% | +4 | New |
| Hoey Investments, Inc | 5 | $663 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 5 | $699 | 0.06% | −23−82.1% | Reduced |
| Valued Wealth Advisors LLC | 5 | $699 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 5 | $699 | 0.00% | +5 | New |
| Reston Wealth Management LLC | 5 | $699 | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 6 | $838 | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 6 | $838 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 8 | $1.12K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 10 | $1.40K | 0.00% | +10 | New |
| Horizon Financial Services, LLC | 11 | $1.54K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 12 | $1.63K | 0.00% | +6+100.0% | Added |
| Silicon Valley Capital Partners | 16 | $2.28K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $2.52K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 20 | $2.79K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 20 | $2.79K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 20 | $2.79K | 0.00% | +20 | New |
| Moisand Fitzgerald Tamayo, LLC | 21 | $2.93K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 22 | $3.12K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 24 | $3.35K | 0.00% | −200−89.3% | Reduced |
| WealthCollab, LLC | 24 | $3.35K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 25 | $3.49K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 28 | $3.91K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 28 | $3.91K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 28 | $3.91K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 28 | $3.91K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $4.00K | 0.00% | +4+14.3% | Added |
| GoalVest Advisory LLC | 29 | $4.05K | 0.00% | +29 | New |
| Global Trust Asset Management, LLC | 35 | $4.89K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 40 | $5.52K | 0.00% | −1−2.4% | Reduced |
| Blume Capital Management, Inc. | 40 | $5.61K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 43 | $6.01K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 45 | $6.06K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 44 | $6.15K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 45 | $6.29K | 0.00% | +45 | New |
| Financial Network Wealth Advisors LLC | 48 | $6.71K | 0.01% | +3+6.7% | Added |
| Global Wealth Strategies & Associates | 49 | $6.85K | 0.00% | +49 | New |
| AdvisorNet Financial, Inc | 50 | $6.99K | 0.00% | −34−40.5% | Reduced |
| Spectrum Wealth Counsel, LLC | 50 | $6.99K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $6.99K | 0.00% | +50 | New |
| Semmax Financial Advisors Inc. | 52 | $7.03K | 0.00% | +12+30.0% | Added |
| Itau Unibanco Holding S.A. | 52 | $7.26K | 0.00% | −1,432−96.5% | Reduced |
| Davis Capital Management | 53 | $7.41K | 0.01% | −75−58.6% | Reduced |
| Financial Management Professionals, Inc. | 60 | $8.00K | 0.00% | −2−3.2% | Reduced |
| Dunhill Financial, LLC | 57 | $8.03K | 0.00% | +31+119.2% | Added |
| Sugarloaf Wealth Management, LLC | 58 | $8.10K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 61 | $8.52K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 62 | $8.66K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 75 | $10.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 80 | $11.2K | 0.00% | −19−19.2% | Reduced |
| Hallmark Capital Management Inc | 80 | $11.2K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 80 | $11.2K | 0.00% | +80 | New |
| Grayhawk Investment Strategies Inc. | 82 | $11.5K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 85 | $11.9K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 86 | $12.0K | 0.05% | +86 | New |
| Raffa Wealth Management, LLC | 86 | $12.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 86 | $12.0K | 0.00% | +48+126.3% | Added |
| FSA Wealth Management LLC | 89 | $12.4K | 0.00% | +89 | New |
| Johnson Financial Group, Inc. | 92 | $12.9K | 0.00% | +3+3.4% | Added |
| Keener Financial Planning LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 97 | $13.6K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 102 | $14.3K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 103 | $14.4K | 0.00% | +1+1.0% | Added |
| Hollencrest Capital Management | 103 | $14.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 104 | $14.5K | 0.00% | −52−33.3% | Reduced |
| Frazier Financial Advisors, LLC | 107 | $14.9K | 0.01% | +5+4.9% | Added |
| TSFG, LLC | 111 | $15.0K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 108 | $15.1K | 0.00% | +108 | New |
| True Wealth Design, LLC | 109 | $15.2K | 0.01% | +2+1.9% | Added |
| Clear Point Advisors Inc. | 110 | $15.4K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 110 | $15.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 116 | $16.0K | 0.00% | −29−20.0% | Reduced |
| Heritage Wealth Advisors | 117 | $16.3K | 0.00% | +4+3.5% | Added |
| Prestige Wealth Management Group LLC | 119 | $16.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 124 | $17.3K | 0.02% | +12+10.7% | Added |
| Creative Financial Designs Inc | 128 | $17.9K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 130 | $18.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 130 | $18.2K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 131 | $18.3K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 138 | $18.9K | 0.00% | +23+20.0% | Added |
| McMahon Financial Advisors, LLC | 140 | $19.6K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 140 | $19.6K | 0.01% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 143 | $20.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 146 | $20.4K | 0.01% | −10−6.4% | Reduced |
| Optiver Holding B.V. | 149 | $20.8K | 0.00% | +149 | New |
| Barrett & Company, Inc. | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 150 | $21.0K | 0.00% | −7,549−98.1% | Reduced |