| MidFirst Bank | 1,195 | $0 | 0.00% | +1,195 | New |
| Dunhill Financial, LLC | 1 | $110 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $137 | 0.00% | +1 | New |
| Parallax Volatility Advisers, L.P. | 2 | $271 | 0.00% | −106,524−100.0% | Reduced |
| Davis Capital Management | 2 | $271 | 0.00% | −2−50.0% | Reduced |
| Heritage Wealth Advisors | 2 | $271 | 0.00% | +2 | New |
| Measured Wealth Private Client Group, LLC | 2 | $271 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $272 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $273 | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 3 | $407 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $408 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $408 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $408 | 0.00% | +1+50.0% | Added |
| WestEnd Advisors, LLC | 4 | $543 | 0.00% | −5−55.6% | Reduced |
| Motco | 4 | $543 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $543 | 0.00% | +4 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $647 | 0.00% | +5 | New |
| Chapman Financial Group, LLC | 5 | $679 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5 | $679 | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 5 | $679 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 5 | $679 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $679 | 0.00% | +3+150.0% | Added |
| Laurel Wealth Advisors LLC | 5 | $679 | 0.00% | +5 | New |
| Navalign, LLC | 5 | $679 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 6 | $814 | 0.00% | −6−50.0% | Reduced |
| Strengthening Families & Communities, LLC | 6 | $814 | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 6 | $815 | 0.00% | +6 | New |
| Winnow Wealth LLC | 6 | $816 | 0.00% | −6−50.0% | Reduced |
| REAP Financial Group, LLC | 7 | $950 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 7 | $950 | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | −60−84.5% | Reduced |
| Winthrop Capital Management, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Prosperity Bancshares Inc | 8 | $1.09K | 0.00% | +8 | New |
| WPG Advisers, LLC | 9 | $1.22K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $1.22K | 0.00% | +5+125.0% | Added |
| Silicon Valley Capital Partners | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 10 | $1.36K | 0.04% | +2+25.0% | Added |
| Independence Bank of Kentucky | 10 | $1.36K | 0.00% | +10 | New |
| Whipplewood Advisors, LLC | 10 | $1.36K | 0.00% | +10 | New |
| Asset Dedication, LLC | 10 | $1.36K | 0.00% | −1,197−99.2% | Reduced |
| MRP Capital Investments, LLC | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 10 | $1.37K | 0.00% | −4−28.6% | Reduced |
| Benson Wealth Management INC | 11 | $1.49K | 0.00% | +11 | New |
| Vermillion & White Wealth Management Group, LLC | 12 | $1.63K | 0.00% | +12 | New |
| American National Bank | 13 | $1.76K | 0.00% | +13 | New |
| McGuire Capital Advisors Inc | 13 | $1.76K | 0.00% | +13 | New |
| Greykasell Wealth Strategies, Inc. | 14 | $1.90K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 14 | $1.90K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $1.90K | 0.00% | +3+27.3% | Added |
| Rialto Wealth Management, LLC | 14 | $1.90K | 0.00% | +7+100.0% | Added |
| Birchbrook, Inc. | 15 | $2.04K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 15 | $2.04K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 15 | $2.04K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 16 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 17 | $2.31K | 0.00% | +9+112.5% | Added |
| Bank of Jackson Hole Trust | 17 | $2.31K | 0.00% | +17 | New |
| HHM Wealth Advisors, LLC | 17 | $2.31K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 18 | $2.44K | 0.00% | −68−79.1% | Reduced |
| Manchester Capital Management LLC | 18 | $2.44K | 0.00% | −11−37.9% | Reduced |
| Anchor Investment Management, LLC | 18 | $2.44K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 19 | $2.58K | 0.00% | +19 | New |
| Jessup Wealth Management, Inc | 19 | $2.58K | 0.00% | +19 | New |
| NCP Inc. | 19 | $2.58K | 0.00% | +19 | New |
| LM Advisors LLC | 352 | $2.59K | 0.05% | −2,310−86.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 20 | $2.71K | 0.00% | +8+66.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $2.71K | 0.00% | +20 | New |
| McIlrath & Eck, LLC | 20 | $2.71K | 0.00% | +20 | New |
| Pinnacle Bancorp, Inc. | 21 | $2.85K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 22 | $2.99K | 0.00% | −10−31.3% | Reduced |
| DAGCO, Inc. | 22 | $2.99K | 0.00% | +22 | New |
| Rachor Investment Advisory Services, LLC | 22 | $2.99K | 0.00% | +22 | New |
| Smithfield Trust Co | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 23 | $3.12K | 0.00% | −588−96.2% | Reduced |
| UMA Financial Services, Inc. | 24 | $3.26K | 0.00% | −89−78.8% | Reduced |
| Proffitt & Goodson Inc | 25 | $3.39K | 0.00% | −89−78.1% | Reduced |
| Eukles Asset Management | 25 | $3.39K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 25 | $3.39K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 25 | $3.39K | 0.00% | +25 | New |
| Clayton Financial Group LLC | 26 | $3.53K | 0.00% | +26 | New |
| YANKCOM Partnership | 26 | $3.53K | 0.00% | +26 | New |
| Cornerstone Financial Management LLC | 27 | $3.66K | 0.00% | +27 | New |
| Imprint Wealth LLC | 28 | $3.80K | 0.02% | −68−70.8% | Reduced |
| City Holding Co | 28 | $3.80K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 29 | $3.94K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 29 | $3.94K | 0.00% | +29 | New |
| Fortitude Family Office, LLC | 30 | $4.07K | 0.00% | −28−48.3% | Reduced |
| Inlight Wealth Management, LLC | 30 | $4.07K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 30 | $4.07K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 31 | $4.21K | 0.00% | +12+63.2% | Added |
| MB, Levis & Associates, LLC | 33 | $4.48K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 34 | $4.61K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 34 | $4.61K | 0.00% | +7+25.9% | Added |
| Estate Planners Group, LLC | 34 | $4.61K | 0.00% | +34 | New |
| NVWM, LLC | 34 | $4.62K | 0.00% | +5+17.2% | Added |
| Quarry LP | 35 | $4.75K | 0.00% | −1,176−97.1% | Reduced |
| IMG Wealth Management, Inc. | 35 | $4.75K | 0.00% | +35 | New |