| Harbor Investment Advisory, LLC | 1 | $126 | 0.00% | −74−98.7% | Reduced |
| Napier Financial, LLC | 1 | $126 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $127 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $253 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2 | $253 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2 | $253 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $253 | 0.00% | +1+100.0% | Added |
| First Pacific Financial | 2 | $253 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $254 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 3 | $379 | 0.00% | −35−92.1% | Reduced |
| Redwood Park Advisors LLC | 3 | $379 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 3 | $379 | 0.00% | +3 | New |
| Nvest Wealth Strategies, Inc. | 3 | $379 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $390 | 0.00% | +2+200.0% | Added |
| WPG Advisers, LLC | 4 | $505 | 0.00% | −5−55.6% | Reduced |
| WestEnd Advisors, LLC | 4 | $505 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $505 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 4 | $505 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 4 | $506 | 0.00% | +1+33.3% | Added |
| Dakota Community Bank & Trust NA | 5 | $631 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $631 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 5 | $631 | 0.00% | +5 | New |
| Synergy Investment Management, LLC | 5 | $631 | 0.00% | +5 | New |
| Chapman Financial Group, LLC | 5 | $632 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5 | $632 | 0.00% | +5 | New |
| TopTier Wealth Management, LLC | 6 | $758 | 0.00% | +6 | New |
| PayPay Securities Corp | 6 | $827 | 0.03% | −4−40.0% | Reduced |
| HHM Wealth Advisors, LLC | 7 | $884 | 0.00% | −10−58.8% | Reduced |
| McGuire Capital Advisors Inc | 7 | $884 | 0.00% | −6−46.2% | Reduced |
| REAP Financial Group, LLC | 7 | $884 | 0.00% | 00.0% | Unchanged |
| Wealth Science Advisors LLC | 7 | $950 | 0.00% | +7 | New |
| Winthrop Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 8 | $1.01K | 0.00% | +8 | New |
| Asset Dedication, LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 10 | $1.26K | 0.00% | +3+42.9% | Added |
| Retirement Wealth Solutions LLC | 10 | $1.26K | 0.00% | +10 | New |
| CBIZ Investment Advisory Services, LLC | 11 | $1.39K | 0.00% | −37−77.1% | Reduced |
| Benson Wealth Management INC | 11 | $1.39K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 11 | $1.39K | 0.00% | +11 | New |
| Quaker Wealth Management, LLC | 11 | $1.39K | 0.00% | +2+22.2% | Added |
| Hurley Capital, LLC | 12 | $1.51K | 0.00% | −53−81.5% | Reduced |
| Bank of Jackson Hole Trust | 12 | $1.51K | 0.00% | −5−29.4% | Reduced |
| Washington Trust Advisors, Inc. | 13 | $1.64K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $1.77K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 14 | $1.77K | 0.00% | +14 | New |
| Marquette Asset Management, LLC | 14 | $1.77K | 0.00% | +14 | New |
| Blue Bell Private Wealth Management, LLC | 15 | $1.89K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 15 | $1.89K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 15 | $1.90K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 16 | $2.02K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 16 | $2.02K | 0.00% | +2+14.3% | Added |
| Rialto Wealth Management, LLC | 16 | $2.02K | 0.00% | +2+14.3% | Added |
| RMG Wealth Management LLC | 15 | $2.06K | 0.00% | +15 | New |
| Hughes Financial Services, LLC | 17 | $2.15K | 0.00% | +11+183.3% | Added |
| Park National Corp | 17 | $2.15K | 0.00% | +17 | New |
| Legacy Wealth Managment, LLC | 18 | $2.27K | 0.00% | −30−62.5% | Reduced |
| Montag A & Associates Inc | 18 | $2.27K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 19 | $2.40K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $2.53K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 20 | $2.53K | 0.00% | +20 | New |
| LM Advisors LLC | 328 | $2.60K | 0.05% | −24−6.8% | Reduced |
| Pinnacle Bancorp, Inc. | 21 | $2.65K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 22 | $2.78K | 0.00% | −101−82.1% | Reduced |
| Rachor Investment Advisory Services, LLC | 22 | $2.78K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 22 | $2.78K | 0.00% | +21+2,100.0% | Added |
| Chesapeake Asset Management LLC | 23 | $2.90K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 25 | $3.16K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 25 | $3.16K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 25 | $3.16K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 25 | $3.16K | 0.00% | +25 | New |
| Ballast Advisors LLC | 25 | $3.16K | 0.00% | +25 | New |
| Raleigh Capital Management Inc. | 25 | $3.16K | 0.00% | +25 | New |
| Clayton Financial Group LLC | 26 | $3.28K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 27 | $3.41K | 0.00% | +27 | New |
| City Holding Co | 28 | $3.54K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 28 | $3.54K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 28 | $3.54K | 0.00% | +11+64.7% | Added |
| Old Point Trust & Financial Services N A | 29 | $3.66K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 29 | $3.66K | 0.00% | +29 | New |
| Bay Harbor Wealth Management, LLC | 30 | $3.79K | 0.00% | +10+50.0% | Added |
| Anchor Investment Management, LLC | 30 | $3.79K | 0.00% | +12+66.7% | Added |
| Signature Resources Capital Management, LLC | 31 | $3.92K | 0.00% | −69−69.0% | Reduced |
| Principia Wealth Advisory, LLC | 31 | $3.92K | 0.00% | +2+6.9% | Added |
| Capital Advisors, Ltd. LLC | 29 | $4.00K | 0.00% | +18+163.6% | Added |
| MB, Levis & Associates, LLC | 33 | $4.17K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 33 | $4.17K | 0.00% | +2+6.5% | Added |
| Financial Management Professionals, Inc. | 34 | $4.29K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 35 | $4.42K | 0.00% | −61−63.5% | Reduced |
| Pillar Financial Advisors, LLC | 35 | $4.42K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 35 | $4.42K | 0.00% | +8+29.6% | Added |
| City State Bank | 38 | $4.80K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $5.01K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 40 | $5.05K | 0.00% | −5,810−99.3% | Reduced |