| Hickory Point Bank & Trust | 3 | $368 | 0.00% | +3 | New |
| Davis Capital Management | 4 | $491 | 0.00% | −5−55.6% | Reduced |
| ROSS\JOHNSON & Associates LLC | 4 | $491 | 0.01% | −3−42.9% | Reduced |
| Anfield Capital Management, LLC | 4 | $491 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $492 | 0.00% | +4 | New |
| Nvest Wealth Strategies, Inc. | 4 | $492 | 0.00% | +4 | New |
| 3 Factor Indexing, LLC | 4 | $492 | 0.00% | +4 | New |
| Cedar Mountain Advisors, LLC | 5 | $614 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $614 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 5 | $614 | 0.00% | +1+25.0% | Added |
| Stone House Investment Management, LLC | 5 | $614 | 0.00% | +3+150.0% | Added |
| HFM Investment Advisors, LLC | 6 | $737 | 0.00% | −14−70.0% | Reduced |
| USA Financial Portformulas Corp | 6 | $737 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 8 | $982 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 8 | $983 | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 12 | $1.00K | 0.00% | +12 | New |
| Plante Moran Financial Advisors, LLC | 9 | $1.08K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 9 | $1.10K | 0.00% | +9 | New |
| Bellevue Asset Management, LLC | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 10 | $1.23K | 0.00% | +10 | New |
| Caitong International Asset Management Co., Ltd | 10 | $1.23K | 0.00% | +10 | New |
| DecisionPoint Financial, LLC | 11 | $1.35K | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 13 | $1.60K | 0.00% | +13 | New |
| Marquette Asset Management, LLC | 14 | $1.72K | 0.00% | +14 | New |
| Security National Bank | 15 | $1.84K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 15 | $1.84K | 0.00% | +15 | New |
| Duncker Streett & Co Inc | 16 | $1.96K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 16 | $1.96K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 16 | $1.96K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 18 | $2.21K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 18 | $2.21K | 0.00% | +18 | New |
| St Germain D J Co Inc | 20 | $2.46K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 21 | $2.58K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 25 | $3.07K | 0.00% | −302−92.4% | Reduced |
| Your Advocates Ltd., LLP | 25 | $3.07K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 25 | $3.07K | 0.00% | +25 | New |
| PayPay Securities Corp | 20 | $3.22K | 0.11% | −7−25.9% | Reduced |
| Elequin Capital LP | 27 | $3.31K | 0.00% | +27 | New |
| Torren Management, LLC | 28 | $3.44K | 0.00% | −274−90.7% | Reduced |
| Park Square Financial Group, LLC | 29 | $3.56K | 0.03% | −75−72.1% | Reduced |
| SWAN Capital LLC | 30 | $3.68K | 0.00% | +11+57.9% | Added |
| Pinney & Scofield, Inc. | 30 | $3.68K | 0.00% | +30 | New |
| Basepoint Wealth LLC | 32 | $3.93K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 33 | $4.00K | 0.00% | +25+312.5% | Added |
| Benson Wealth Management INC | 34 | $4.17K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 34 | $4.17K | 0.00% | +12+54.5% | Added |
| Mascoma Wealth Management LLC | 35 | $4.27K | 0.00% | −11−23.9% | Reduced |
| Washington Trust Advisors, Inc. | 36 | $4.42K | 0.00% | +36 | New |
| Marshall Investment Management, LLC | 36 | $4.42K | 0.00% | +36 | New |
| Retiremitten Financial LLC | 36 | $4.42K | 0.00% | +36 | New |
| American Capital Advisory, LLC | 36 | $4.42K | 0.00% | +6+20.0% | Added |
| Union Savings Bank | 37 | $4.54K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 38 | $4.67K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 38 | $4.67K | 0.00% | +38 | New |
| Manning & Napier Advisors LLC | 41 | $4.76K | 0.00% | +31+310.0% | Added |
| FWL Investment Management, LLC | 39 | $4.79K | 0.00% | −84−68.3% | Reduced |
| Fairscale Capital, LLC | 39 | $4.79K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 39 | $4.79K | 0.00% | +20+105.3% | Added |
| Quarry LP | 40 | $4.91K | 0.00% | −87−68.5% | Reduced |
| N.E.W. Advisory Services LLC | 40 | $4.91K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 41 | $5.03K | 0.00% | +41 | New |
| Asset Planning,Inc | 41 | $5.03K | 0.00% | +41 | New |
| DAGCO, Inc. | 42 | $5.16K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 43 | $5.28K | 0.01% | +1+2.4% | Added |
| JNBA Financial Advisors | 45 | $5.53K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 45 | $5.53K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 48 | $5.89K | 0.00% | +48 | New |
| Beaird Harris Wealth Management, LLC | 48 | $5.94K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 51 | $6.00K | 0.00% | +10+24.4% | Added |
| Ballast Advisors LLC | 49 | $6.02K | 0.00% | +49 | New |
| Sittner & Nelson, LLC | 50 | $6.14K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 50 | $6.14K | 0.00% | +50 | New |
| Clark Wealth Partners | 51 | $6.26K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 52 | $6.38K | 0.00% | +3+6.1% | Added |
| Carolina Wealth Advisors, LLC | 52 | $6.38K | 0.00% | −20−27.8% | Reduced |
| Prestige Wealth Management Group LLC | 53 | $6.51K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 61 | $7.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 60 | $7.37K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 60 | $7.37K | 0.00% | 00.0% | Unchanged |
| Capital & Planning, LLC | 60 | $7.37K | 0.00% | +60 | New |
| Maseco LLP | 60 | $7.37K | 0.00% | +60 | New |
| Winch Advisory Services, LLC | 62 | $7.61K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 62 | $7.61K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 63 | $7.74K | 0.00% | +63 | New |
| Solstein Capital, LLC | 64 | $7.86K | 0.00% | −316−83.2% | Reduced |
| Contravisory Investment Management, Inc. | 67 | $8.23K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 68 | $8.35K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 68 | $8.35K | 0.00% | +68 | New |
| Curio Wealth, LLC | 69 | $8.47K | 0.00% | −96−58.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 70 | $8.59K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 70 | $8.60K | 0.00% | +17+32.1% | Added |
| Bay Harbor Wealth Management, LLC | 72 | $8.84K | 0.00% | +19+35.8% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 72 | $8.84K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 80 | $9.82K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 80 | $9.82K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 84 | $10.3K | 0.00% | +65+342.1% | Added |
| Burk Holdings LLC | 84 | $10.3K | 0.00% | +84 | New |