| GoalVest Advisory LLC | 3 | $151 | 0.00% | +3 | New |
| Legacy Bridge, LLC | 3 | $160 | 0.00% | −497−99.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 5 | $251 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 7 | $326 | 0.00% | +7 | New |
| Berkshire Capital Holdings Inc | 10 | $502 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 10 | $502 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 11 | $553 | 0.00% | +11 | New |
| Perkins Coie Trust Co | 12 | $602 | 0.00% | +12 | New |
| Bare Financial Services, Inc | 14 | $703 | 0.00% | +14 | New |
| Bay Harbor Wealth Management, LLC | 16 | $803 | 0.00% | +16 | New |
| Peoples Bank | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 21 | $1.05K | 0.00% | +21 | New |
| Financial Network Wealth Advisors LLC | 22 | $1.10K | 0.00% | +22 | New |
| Brown, Lisle/Cummings, Inc. | 25 | $1.25K | 0.00% | +25 | New |
| Osterweis Capital Management Inc | 25 | $1.25K | 0.00% | +25 | New |
| Parkworth Wealth Management, Inc. | 26 | $1.30K | 0.00% | −1−3.7% | Reduced |
| Rialto Wealth Management, LLC | 26 | $1.31K | 0.00% | −136−84.0% | Reduced |
| WestEnd Advisors, LLC | 28 | $1.41K | 0.00% | +20+250.0% | Added |
| 1620 Investment Advisors, Inc. | 28 | $1.41K | 0.00% | +2+7.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 30 | $1.51K | 0.00% | +30 | New |
| PayPay Securities Corp | 32 | $1.65K | 0.09% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 41 | $2.06K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 40 | $2.07K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 42 | $2.10K | 0.00% | +13+44.8% | Added |
| Private Wealth Management Group, LLC | 44 | $2.21K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 45 | $2.26K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 47 | $2.43K | 0.00% | +47 | New |
| Pacifica Partners Inc. | 50 | $2.50K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 50 | $2.51K | 0.00% | −155−75.6% | Reduced |
| Prestige Wealth Management Group LLC | 50 | $2.51K | 0.00% | −100−66.7% | Reduced |
| Lowe Wealth Advisors, LLC | 50 | $2.51K | 0.00% | −50−50.0% | Reduced |
| Capital A Wealth Management, LLC | 50 | $2.51K | 0.00% | −14−21.9% | Reduced |
| Delta Asset Management LLC | 50 | $2.51K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 50 | $2.51K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $2.51K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 50 | $2.51K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 50 | $2.51K | 0.00% | +5+11.1% | Added |
| Millstone Evans Group, LLC | 52 | $2.61K | 0.00% | +52 | New |
| Vermillion Wealth Management, Inc. | 56 | $2.81K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 50 | $3.00K | 0.00% | +50 | New |
| TFC Financial Management | 65 | $3.26K | 0.00% | −7−9.7% | Reduced |
| Highline Wealth Partners LLC | 68 | $3.41K | 0.00% | −1−1.4% | Reduced |
| Your Advocates Ltd., LLP | 70 | $3.52K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 73 | $3.67K | 0.00% | −14−16.1% | Reduced |
| VSM Wealth Advisory, LLC | 75 | $3.77K | 0.00% | +75 | New |
| Holos Integrated Wealth LLC | 77 | $3.87K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 84 | $4.22K | 0.00% | +84 | New |
| Capital Analysts, LLC | 100 | $5.00K | 0.00% | −159−61.4% | Reduced |
| Cheviot Value Management, LLC | 100 | $5.00K | 0.00% | +100 | New |
| Hurley Capital, LLC | 100 | $5.02K | 0.00% | −13−11.5% | Reduced |
| First United Bank Trust | 100 | $5.02K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 100 | $5.02K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $5.02K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $5.02K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 100 | $5.02K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 100 | $5.02K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 100 | $5.02K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 100 | $5.02K | 0.00% | +100 | New |
| HWG Holdings LP | 100 | $5.02K | 0.00% | +100 | New |
| Horizon Financial Services, LLC | 100 | $5.02K | 0.00% | +100 | New |
| Bear Mountain Capital, Inc. | 102 | $5.17K | 0.00% | +2+2.0% | Added |
| TD Capital Management LLC | 108 | $5.42K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 112 | $5.62K | 0.00% | +112 | New |
| Costello Asset Management, INC | 112 | $5.62K | 0.00% | +112 | New |
| SJS Investment Consulting Inc. | 119 | $5.98K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 123 | $6.00K | 0.00% | −3,454−96.6% | Reduced |
| Darwin Advisors, LLC | 100 | $6.03K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 125 | $6.28K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 132 | $6.63K | 0.00% | +132 | New |
| Orion Capital Management LLC | 135 | $6.78K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 148 | $7.43K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 150 | $7.53K | 0.01% | −150−50.0% | Reduced |
| Frazier Financial Advisors, LLC | 150 | $7.53K | 0.01% | −150−50.0% | Reduced |
| Whipplewood Advisors, LLC | 16 | $7.53K | 0.00% | −147−90.2% | Reduced |
| Tompkins Financial Corp | 150 | $7.53K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 150 | $7.53K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 150 | $7.53K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 150 | $7.53K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 150 | $7.53K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 150 | $7.53K | 0.00% | +13+9.5% | Added |
| West Branch Capital LLC | 150 | $7.53K | 0.00% | +125+500.0% | Added |
| Wealth Preservation Advisors, LLC | 150 | $7.53K | 0.01% | +150 | New |
| MJT & Associates Financial Advisory Group, Inc. | 150 | $7.53K | 0.01% | +150 | New |
| Bellwether Advisors, LLC | 151 | $7.58K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 150 | $7.77K | 0.00% | +150 | New |
| Investors Research Corp | 155 | $7.78K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 164 | $8.23K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 170 | $8.54K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 175 | $8.79K | 0.00% | −100−36.4% | Reduced |
| TCTC Holdings, LLC | 180 | $9.04K | 0.00% | +180 | New |
| Creative Financial Designs Inc | 188 | $9.44K | 0.00% | −350−65.1% | Reduced |
| Bank of Jackson Hole Trust | 181 | $9.77K | 0.01% | +159+722.7% | Added |
| Cedar Mountain Advisors, LLC | 198 | $9.94K | 0.00% | −14−6.6% | Reduced |
| Wayfinding Financial, LLC | 200 | $10.0K | 0.00% | +200 | New |
| Foster Dykema Cabot & Partners, LLC | 200 | $10.0K | 0.00% | −400−66.7% | Reduced |
| Core Alternative Capital | 200 | $10.0K | 0.00% | −50−20.0% | Reduced |
| Proffitt & Goodson Inc | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 200 | $10.0K | 0.00% | +200 | New |