| First Pacific Financial | 3 | $191 | 0.00% | +3 | New |
| 3 Factor Indexing, LLC | 3 | $191 | 0.00% | +3 | New |
| Davis Capital Management | 5 | $318 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 6 | $381 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 6 | $382 | 0.00% | +6 | New |
| Nvest Wealth Strategies, Inc. | 6 | $382 | 0.00% | +6 | New |
| Trust Co | 6 | $383 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 10 | $558 | 0.00% | −12−54.5% | Reduced |
| Addison Advisors LLC | 9 | $573 | 0.00% | +9 | New |
| TopTier Wealth Management, LLC | 9 | $573 | 0.00% | +9 | New |
| Raleigh Capital Management Inc. | 10 | $636 | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 10 | $637 | 0.00% | −21−67.7% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $637 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 11 | $701 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 12 | $764 | 0.00% | +12 | New |
| Sunrise Financial Services, LLC | 12 | $764 | 0.00% | +12 | New |
| Marquette Asset Management, LLC | 14 | $891 | 0.00% | −42−75.0% | Reduced |
| Winthrop Capital Management, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 17 | $1.08K | 0.00% | +4+30.8% | Added |
| Imprint Wealth LLC | 19 | $1.21K | 0.01% | −23−54.8% | Reduced |
| North Star Investment Management Corp. | 19 | $1.21K | 0.00% | +9+90.0% | Added |
| Portus Wealth Advisors, LLC | 20 | $1.27K | 0.00% | +20 | New |
| Dunhill Financial, LLC | 21 | $1.39K | 0.00% | −1−4.5% | Reduced |
| Synergy Investment Management, LLC | 22 | $1.40K | 0.00% | +22 | New |
| NVWM, LLC | 25 | $1.59K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 25 | $1.59K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 25 | $1.59K | 0.00% | +25 | New |
| Kingdom Financial Group LLC. | 25 | $1.59K | 0.00% | +25 | New |
| American Capital Advisory, LLC | 27 | $1.72K | 0.00% | +4+17.4% | Added |
| Retirement Wealth Solutions LLC | 28 | $1.78K | 0.00% | +3+12.0% | Added |
| Atlas Capital Advisors LLC | 30 | $1.91K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $1.91K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 30 | $1.91K | 0.00% | +30 | New |
| TFC Financial Management | 31 | $1.97K | 0.00% | −861−96.5% | Reduced |
| St. Johns Investment Management Company, LLC | 31 | $1.97K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 31 | $1.97K | 0.00% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 25 | $2.00K | 0.00% | +25 | New |
| Battery Global Advisors, LLC | 32 | $2.04K | 0.00% | −28−46.7% | Reduced |
| Raffa Wealth Management, LLC | 32 | $2.04K | 0.00% | +4+14.3% | Added |
| Bradley & Co. Private Wealth Management, LLC | 35 | $2.23K | 0.00% | 00.0% | Unchanged |
| KM Capital Management Ltd. | 42 | $2.35K | 0.00% | +42 | New |
| DecisionPoint Financial, LLC | 37 | $2.35K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 37 | $2.35K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 39 | $2.48K | 0.00% | +9+30.0% | Added |
| Atlantic Trust, LLC | 41 | $2.61K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 43 | $2.74K | 0.00% | +43 | New |
| Kayne Anderson Rudnick Investment Management LLC | 44 | $2.80K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 45 | $2.86K | 0.00% | +5+12.5% | Added |
| Hughes Financial Services, LLC | 46 | $2.93K | 0.00% | +11+31.4% | Added |
| TSFG, LLC | 40 | $3.00K | 0.00% | +40 | New |
| MidFirst Bank | 49 | $3.12K | 0.00% | +49 | New |
| RMG Wealth Management LLC | 56 | $3.16K | 0.00% | +56 | New |
| Fairscale Capital, LLC | 50 | $3.18K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 50 | $3.18K | 0.00% | +12+31.6% | Added |
| Torren Management, LLC | 50 | $3.19K | 0.00% | −2,873−98.3% | Reduced |
| Dogwood Wealth Management LLC | 52 | $3.31K | 0.00% | +5+10.6% | Added |
| Cornerstone Financial Management LLC | 52 | $3.31K | 0.00% | +17+48.6% | Added |
| High Note Wealth, LLC | 56 | $3.56K | 0.00% | +19+51.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 57 | $3.63K | 0.00% | −12−17.4% | Reduced |
| Prosperity Bancshares Inc | 57 | $3.63K | 0.00% | +30+111.1% | Added |
| Scarborough Advisors, LLC | 58 | $3.68K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 58 | $3.69K | 0.48% | −8,206−99.3% | Reduced |
| J.Safra Asset Management Corp | 60 | $3.82K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 61 | $3.88K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 61 | $3.88K | 0.00% | +61 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 64 | $4.07K | 0.00% | +64 | New |
| South State Corp. | 70 | $4.46K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 73 | $4.65K | 0.00% | +1+1.4% | Added |
| Vision Retirement, LLC | 76 | $4.84K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 79 | $5.03K | 0.00% | −197−71.4% | Reduced |
| Vermillion Wealth Management, Inc. | 79 | $5.03K | 0.00% | +79 | New |
| Bay Harbor Wealth Management, LLC | 80 | $5.09K | 0.00% | +24+42.9% | Added |
| JPL Wealth Management, LLC | 83 | $5.28K | 0.00% | +83 | New |
| Highline Wealth Partners LLC | 84 | $5.35K | 0.00% | +41+95.3% | Added |
| Rakuten Securities, Inc. | 89 | $5.66K | 0.00% | −58−39.5% | Reduced |
| Atwood & Palmer Inc | 89 | $5.66K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 89 | $5.66K | 0.00% | +89 | New |
| Asset Dedication, LLC | 96 | $6.11K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $6.36K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 103 | $6.55K | 0.00% | −824−88.9% | Reduced |
| Hoey Investments, Inc | 106 | $6.75K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 106 | $6.75K | 0.00% | +1+1.0% | Added |
| Abound Wealth Management | 107 | $6.82K | 0.00% | +23+27.4% | Added |
| McGuire Capital Advisors Inc | 108 | $6.86K | 0.00% | −50−31.6% | Reduced |
| Triumph Capital Management | 116 | $7.38K | 0.00% | +44+61.1% | Added |
| YANKCOM Partnership | 116 | $7.38K | 0.00% | +116 | New |
| Westside Investment Management, Inc. | 138 | $8.24K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 137 | $8.72K | 0.00% | −65−32.2% | Reduced |
| Joseph Group Capital Management | 139 | $8.85K | 0.00% | +139 | New |
| Cetera Trust Company, N.A | 141 | $8.97K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 156 | $9.00K | 0.00% | +24+18.2% | Added |
| Financial Connections Group, Inc. | 146 | $9.00K | 0.00% | +67+84.8% | Added |
| PayPay Securities Corp | 160 | $9.34K | 0.32% | +160 | New |
| Private Wealth Management Group, LLC | 147 | $9.36K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 155 | $9.47K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 149 | $9.48K | 0.00% | +91+156.9% | Added |
| Valued Wealth Advisors LLC | 151 | $9.64K | 0.00% | +127+529.2% | Added |
| Duncker Streett & Co Inc | 152 | $9.67K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 154 | $9.80K | 0.00% | +18+13.2% | Added |
| Bruce G. Allen Investments, LLC | 157 | $9.99K | 0.01% | 00.0% | Unchanged |