| Commonwealth Retirement Investments LLC | 0 | $17 | 0.00% | 0 | New |
| Robinson Value Management, Ltd. | 1 | $18 | 0.00% | −71,478−100.0% | Reduced |
| Beacon Capital Management, Inc. | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Situational Awareness LP | 1 | $37 | 0.00% | +1 | New |
| Avenir Tech Ltd | 2 | $74 | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 2 | $74 | 0.00% | +2 | New |
| Arcadia Investment Management Corp | 7 | $259 | 0.00% | +7 | New |
| Centiva Capital, LP | 10 | $369 | 0.00% | +10 | New |
| Estate Planners Group, LLC | 10 | $376 | 0.00% | +10 | New |
| ROSS\JOHNSON & Associates LLC | 13 | $480 | 0.01% | +6+85.7% | Added |
| Networth Advisors, LLC | 21 | $775 | 0.00% | +21 | New |
| Breakwater Investment Management | 24 | $886 | 0.00% | 00.0% | Unchanged |
| One River Asset Management, LLC | 24 | $886 | 0.00% | +24 | New |
| Chilton Capital Management LLC | 25 | $923 | 0.00% | −250−90.9% | Reduced |
| Greenline Wealth Management LLC | 25 | $923 | 0.00% | +25 | New |
| Pacifica Partners Inc. | 25 | $985 | 0.00% | −2,506−99.0% | Reduced |
| eCIO, Inc. | 27 | $996 | 0.00% | +27 | New |
| Phillip James Consulting Co. | 21 | $1.00K | 0.02% | +21 | New |
| Stone House Investment Management, LLC | 31 | $1.14K | 0.00% | −69−69.0% | Reduced |
| Quattro Advisors LLC | 31 | $1.14K | 0.00% | +31 | New |
| Nvest Wealth Strategies, Inc. | 32 | $1.18K | 0.00% | +32 | New |
| Hoese & Co LLP | 36 | $1.33K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 37 | $1.36K | 0.00% | −63−63.0% | Reduced |
| Stephens Consulting, LLC | 40 | $1.48K | 0.00% | +40 | New |
| Richardson Capital Management LLC | 41 | $1.51K | 0.00% | +41 | New |
| Barnes Dennig Private Wealth Management LLC | 50 | $1.84K | 0.00% | −31,578−99.8% | Reduced |
| Greykasell Wealth Strategies, Inc. | 50 | $1.84K | 0.00% | −169−77.2% | Reduced |
| CrossGen Wealth, LLC | 50 | $1.84K | 0.00% | +50 | New |
| Three Bearings Fiduciary Advisors, Inc. | 46 | $2.14K | 0.00% | +46 | New |
| Richard W. Paul & Associates, LLC | 66 | $2.44K | 0.00% | −19,557−99.7% | Reduced |
| Your Advocates Ltd., LLP | 69 | $2.55K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 72 | $2.66K | 0.00% | −9−11.1% | Reduced |
| Morse Asset Management, Inc | 79 | $2.93K | 0.00% | 00.0% | Unchanged |
| Portfolio Resources Advisor Group, Inc. | 83 | $3.06K | 0.00% | +83 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 84 | $3.10K | 0.00% | +84 | New |
| Pflug Koory, LLC | 85 | $3.14K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 89 | $3.29K | 0.00% | +9+11.3% | Added |
| Avalon Trust Co | 90 | $3.32K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 110 | $3.56K | 0.00% | +50+83.3% | Added |
| Turning Point Benefit Group, Inc. | 98 | $3.58K | 0.00% | −34−25.8% | Reduced |
| Tripletail Wealth Management, LLC | 100 | $3.69K | 0.00% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 100 | $3.69K | 0.00% | +100 | New |
| Innovative Advisory Group, LLC | 101 | $3.71K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 103 | $3.80K | 0.00% | +103 | New |
| YANKCOM Partnership | 105 | $3.87K | 0.00% | +105 | New |
| Financial Network Wealth Advisors LLC | 109 | $4.02K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 114 | $4.21K | 0.00% | +14+14.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 115 | $4.24K | 0.00% | −385−77.0% | Reduced |
| Seneschal Advisors, LLC | 116 | $4.29K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 118 | $4.38K | 0.00% | −1−0.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 119 | $4.41K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 125 | $4.61K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 125 | $4.61K | 0.00% | +125 | New |
| Anfield Capital Management, LLC | 132 | $4.87K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 136 | $4.92K | 0.00% | +50+58.1% | Added |
| Beaird Harris Wealth Management, LLC | 133 | $4.93K | 0.00% | +106+392.6% | Added |
| Goodman Advisory Group, LLC | 135 | $4.98K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 125 | $5.00K | 0.00% | +125 | New |
| Rialto Wealth Management, LLC | 136 | $5.02K | 0.00% | −218−61.6% | Reduced |
| Meramec Financial Planners, LLC | 100 | $5.06K | 0.00% | +100 | New |
| Central Pacific Bank - Trust Division | 138 | $5.09K | 0.00% | +138 | New |
| Union Savings Bank | 139 | $5.13K | 0.00% | +139 | New |
| IMA Wealth, Inc. | 141 | $5.20K | 0.00% | +130+1,181.8% | Added |
| 1015 Capital Partners, LLC | 147 | $5.42K | 0.01% | +147 | New |
| Redmont Wealth Advisors LLC | 148 | $5.46K | 0.01% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 154 | $5.68K | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 156 | $5.76K | 0.01% | +20+14.7% | Added |
| Davis Capital Management | 157 | $5.79K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 159 | $5.88K | 0.00% | +93+140.9% | Added |
| Disciplined Equity Management, Inc. | 160 | $5.90K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 165 | $6.09K | 0.00% | 00.0% | Unchanged |
| Wormser Freres Gestion | 175 | $6.46K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 178 | $6.57K | 0.00% | +36+25.4% | Added |
| Roxbury Financial LLC | 178 | $6.57K | 0.01% | +133+295.6% | Added |
| Manning & Napier Advisors LLC | 177 | $6.60K | 0.00% | +177 | New |
| Cresta Advisors, Ltd. | 180 | $6.64K | 0.00% | +180 | New |
| Catherine Avery Investment Management LLC | 181 | $6.68K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 187 | $6.90K | 0.00% | +187 | New |
| Tanaka Capital Management Inc | 180 | $7.00K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 197 | $7.27K | 0.00% | +10+5.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 200 | $7.38K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $7.38K | 0.00% | +200 | New |
| Maseco LLP | 203 | $7.49K | 0.00% | +203 | New |
| DHJJ Financial Advisors, Ltd. | 205 | $7.57K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 212 | $7.84K | 0.00% | −153−41.9% | Reduced |
| Clayton Financial Group LLC | 213 | $7.86K | 0.00% | +213 | New |
| Caitlin John, LLC | 213 | $7.87K | 0.01% | −285−57.2% | Reduced |
| Dynamic Wealth Strategies, LLC | 220 | $8.12K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 223 | $8.23K | 0.01% | −11,624−98.1% | Reduced |
| Insight Financial Services | 235 | $8.67K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 236 | $8.71K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 241 | $8.90K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 244 | $9.00K | 0.01% | +32+15.1% | Added |
| Proffitt & Goodson Inc | 250 | $9.22K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 253 | $9.33K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 256 | $9.45K | 0.01% | +256 | New |
| Country Trust Bank | 258 | $9.52K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 260 | $9.59K | 0.28% | +189+266.2% | Added |
| BOK Financial Private Wealth, Inc. | 266 | $9.82K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 269 | $10.0K | 0.00% | −3,338−92.5% | Reduced |