| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| One River Asset Management, LLC | 1 | $170 | 0.00% | −148−99.3% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $170 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 2 | $340 | 0.00% | +2 | New |
| Cordant, Inc. | 3 | $473 | 0.00% | +3 | New |
| Hickory Point Bank & Trust | 3 | $510 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $680 | 0.00% | −1−20.0% | Reduced |
| Breakwater Investment Management | 4 | $680 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 4 | $680 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 4 | $680 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 5 | $849 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $849 | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 5 | $849 | 0.00% | +5 | New |
| CKW Financial Group | 8 | $1.00K | 0.00% | +8 | New |
| Imprint Wealth LLC | 6 | $1.02K | 0.00% | +6 | New |
| Ankerstar Wealth, LLC | 7 | $1.19K | 0.00% | −36−83.7% | Reduced |
| Morton Brown Family Wealth, LLC | 7 | $1.19K | 0.00% | +7 | New |
| Financial Network Wealth Advisors LLC | 7 | $1.19K | 0.00% | +7 | New |
| Noble Wealth Management PBC | 7 | $1.19K | 0.00% | +7 | New |
| ROSS\JOHNSON & Associates LLC | 8 | $1.36K | 0.02% | +4+100.0% | Added |
| Provenance Wealth Advisors, LLC | 8 | $1.36K | 0.00% | +8 | New |
| Three Bearings Fiduciary Advisors, Inc. | 8 | $1.36K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 9 | $1.53K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 10 | $1.70K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.70K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 10 | $1.70K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 9 | $2.00K | 0.00% | +9 | New |
| Bayforest Capital Ltd | 12 | $2.04K | 0.00% | −358−96.8% | Reduced |
| Vermillion Wealth Management, Inc. | 12 | $2.04K | 0.00% | −72−85.7% | Reduced |
| Phillip James Consulting Co. | 12 | $2.04K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $2.21K | 0.00% | +7+116.7% | Added |
| DecisionPoint Financial, LLC | 14 | $2.33K | 0.00% | +3+27.3% | Added |
| Marquette Asset Management, LLC | 14 | $2.38K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 15 | $2.55K | 0.02% | −14−48.3% | Reduced |
| Security National Bank | 15 | $2.55K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 15 | $2.55K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 15 | $2.55K | 0.00% | −138−90.2% | Reduced |
| Golden State Equity Partners | 16 | $2.72K | 0.01% | −4,087−99.6% | Reduced |
| Duncker Streett & Co Inc | 16 | $2.72K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 16 | $2.72K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 18 | $3.06K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 18 | $3.06K | 0.00% | +2+12.5% | Added |
| Tounjian Advisory Partners, LLC | 18 | $3.06K | 0.00% | +18 | New |
| CBIZ Investment Advisory Services, LLC | 25 | $3.07K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 20 | $3.40K | 0.00% | −7−25.9% | Reduced |
| PayPay Securities Corp | 20 | $3.40K | 0.13% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 20 | $3.40K | 0.00% | +20 | New |
| Copia Wealth Management | 21 | $3.57K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 21 | $3.57K | 0.00% | +21 | New |
| Bard Associates Inc | 23 | $3.91K | 0.00% | +23 | New |
| Key Capital Management, INC | 24 | $4.08K | 0.00% | +19+380.0% | Added |
| Your Advocates Ltd., LLP | 25 | $4.25K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 25 | $4.25K | 0.00% | +25 | New |
| Concord Wealth Partners | 27 | $4.63K | 0.00% | +27 | New |
| Torren Management, LLC | 28 | $4.76K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 28 | $4.76K | 0.00% | +24+600.0% | Added |
| Pinney & Scofield, Inc. | 30 | $5.10K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 30 | $5.10K | 0.00% | +12+66.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 34 | $5.84K | 0.00% | +34 | New |
| Mascoma Wealth Management LLC | 35 | $5.91K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 35 | $5.95K | 0.00% | −203−85.3% | Reduced |
| Marshall Investment Management, LLC | 36 | $6.12K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 37 | $6.21K | 0.00% | +4+12.1% | Added |
| Union Savings Bank | 37 | $6.29K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 38 | $6.46K | 0.00% | +6+18.8% | Added |
| WealthCollab, LLC | 38 | $6.46K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 39 | $6.63K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 39 | $6.63K | 0.01% | +5+14.7% | Added |
| SWAN Capital LLC | 40 | $6.79K | 0.00% | +10+33.3% | Added |
| Decker Retirement Planning Inc. | 40 | $6.79K | 0.00% | +40 | New |
| Asset Planning,Inc | 41 | $6.96K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 45 | $7.64K | 0.00% | +11+32.4% | Added |
| Planning Strategies Inc. | 46 | $7.81K | 0.00% | +46 | New |
| Beaird Harris Wealth Management, LLC | 48 | $8.21K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 52 | $8.83K | 0.00% | 00.0% | Unchanged |
| Wedbush Fund Advisers, LLC | 54 | $9.17K | 0.00% | −150−73.5% | Reduced |
| Peterson Wealth Services | 54 | $9.17K | 0.00% | +54 | New |
| Clark Wealth Partners | 55 | $9.34K | 0.01% | +4+7.8% | Added |
| Premier Financial Group | 58 | $9.85K | 0.00% | +58 | New |
| Fairway Wealth LLC | 58 | $9.85K | 0.00% | +58 | New |
| Ogorek Anthony Joseph | 63 | $10.0K | 0.00% | +2+3.3% | Added |
| Oakmont Advisory Group, LLC | 59 | $10.0K | 0.01% | +59 | New |
| Atomic Invest LLC | 62 | $10.1K | 0.00% | −29−31.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 60 | $10.2K | 0.00% | −10−14.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 60 | $10.2K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 60 | $10.2K | 0.01% | −370−86.0% | Reduced |
| City Holding Co | 62 | $10.5K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 62 | $10.5K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 64 | $10.9K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 66 | $11.2K | 0.00% | +15+29.4% | Added |
| Contravisory Investment Management, Inc. | 67 | $11.4K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 68 | $11.6K | 0.00% | +5+7.9% | Added |
| Financial Gravity Companies, Inc. | 68 | $11.6K | 0.00% | +68 | New |
| MJT & Associates Financial Advisory Group, Inc. | 72 | $12.2K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 73 | $12.4K | 0.00% | +37+102.8% | Added |
| JNBA Financial Advisors | 74 | $12.6K | 0.00% | +29+64.4% | Added |
| Allied Private Wealth LLC | 75 | $13.6K | 0.01% | +75 | New |
| DiNuzzo Private Wealth, Inc. | 80 | $13.6K | 0.00% | 00.0% | Unchanged |