| Curio Wealth, LLC | 1 | $145 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $146 | 0.00% | −33−97.1% | Reduced |
| First Pacific Financial | 1 | $146 | 0.00% | +1 | New |
| Arcadia Investment Management Corp | 2 | $291 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $291 | 0.00% | +2 | New |
| Parallax Volatility Advisers, L.P. | 4 | $581 | 0.00% | −27−87.1% | Reduced |
| Redwood Park Advisors LLC | 4 | $581 | 0.00% | −2−33.3% | Reduced |
| NorthAvenue LLC | 4 | $581 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 4 | $581 | 0.00% | +4 | New |
| Phillip James Consulting Co. | 5 | $1.00K | 0.00% | +5 | New |
| Global Trust Asset Management, LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 7 | $1.02K | 0.00% | +7 | New |
| 1620 Investment Advisors, Inc. | 7 | $1.05K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $1.16K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 9 | $1.31K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 9 | $1.31K | 0.00% | +9 | New |
| REAP Financial Group, LLC | 10 | $1.45K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 10 | $1.45K | 0.00% | +10 | New |
| Silicon Valley Capital Partners | 10 | $1.46K | 0.00% | +10 | New |
| Monetary Solutions, Ltd | 11 | $1.54K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 11 | $1.60K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 12 | $1.74K | 0.00% | +12 | New |
| Signature Resources Capital Management, LLC | 13 | $1.89K | 0.00% | −3−18.8% | Reduced |
| Portus Wealth Advisors, LLC | 13 | $1.89K | 0.00% | +13 | New |
| Quaker Wealth Management, LLC | 14 | $2.03K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 14 | $2.11K | 0.07% | −5−26.3% | Reduced |
| Gs Investments, Inc. | 15 | $2.18K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 15 | $2.25K | 0.00% | +3+25.0% | Added |
| Raleigh Capital Management Inc. | 16 | $2.37K | 0.00% | +16 | Added |
| Richard W. Paul & Associates, LLC | 18 | $2.61K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 12 | $2.79K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 20 | $2.90K | 0.05% | 00.0% | Unchanged |
| Bard Associates Inc | 20 | $2.90K | 0.00% | +20 | New |
| RMG Wealth Management LLC | 360 | $3.11K | 0.00% | +360 | New |
| Investors Portfolio Services LLC | 21 | $3.12K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 22 | $3.19K | 0.00% | −78−78.0% | Reduced |
| J.Safra Asset Management Corp | 24 | $3.49K | 0.00% | +9+60.0% | Added |
| JDM Financial Group LLC | 25 | $3.63K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 26 | $3.78K | 0.00% | −2−7.1% | Reduced |
| Synergy Investment Management, LLC | 26 | $3.78K | 0.00% | +26 | New |
| Clark Wealth Partners | 27 | $3.92K | 0.00% | −19−41.3% | Reduced |
| Park Place Capital Corp | 28 | $4.07K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 29 | $4.21K | 0.00% | +9+45.0% | Added |
| Intentional Wealth Strategies, LLC | 29 | $4.21K | 0.00% | +29 | New |
| Nvest Wealth Strategies, Inc. | 30 | $4.36K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 33 | $4.79K | 0.00% | −17−34.0% | Reduced |
| Strive Financial Group ,LLC | 31 | $5.00K | 0.00% | −492−94.1% | Reduced |
| SJS Investment Consulting Inc. | 35 | $5.08K | 0.00% | −82−70.1% | Reduced |
| Aventura Private Wealth, LLC | 36 | $5.23K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 36 | $5.23K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 37 | $5.37K | 0.00% | −625−94.4% | Reduced |
| Evolution Wealth Management Inc. | 37 | $5.37K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 37 | $5.37K | 0.00% | +37 | New |
| Manning & Napier Advisors LLC | 38 | $5.42K | 0.00% | −4,035−99.1% | Reduced |
| Aspect Partners, LLC | 39 | $5.66K | 0.00% | −23−37.1% | Reduced |
| Compagnie Lombard Odier SCmA | 40 | $5.81K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 40 | $5.81K | 0.00% | +25+166.7% | Added |
| Retirement Wealth Solutions LLC | 40 | $5.81K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 42 | $6.10K | 0.00% | +8+23.5% | Added |
| Rialto Wealth Management, LLC | 43 | $6.25K | 0.00% | +8+22.9% | Added |
| Legacy Wealth Managment, LLC | 46 | $6.68K | 0.00% | +39+557.1% | Added |
| BankPlus Trust Department | 47 | $6.83K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 47 | $6.83K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 47 | $6.83K | 0.00% | +3+6.8% | Added |
| Kozak & Associates, Inc. | 45 | $6.90K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 50 | $7.26K | 0.00% | −1−2.0% | Reduced |
| IAG Wealth Partners, LLC | 50 | $7.26K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 50 | $7.26K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 50 | $7.26K | 0.01% | +50 | New |
| Merkkuri Wealth Advisors LLC | 51 | $7.40K | 0.00% | +51 | New |
| Tower Trust & Investment Co | 54 | $7.84K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 56 | $8.13K | 0.00% | +10+21.7% | Added |
| Kilter Group LLC | 56 | $8.13K | 0.00% | +3+5.7% | Added |
| Cornerstone Financial Management LLC | 56 | $8.13K | 0.01% | +19+51.4% | Added |
| Adkins Seale Capital Management LLC | 59 | $8.57K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 60 | $8.71K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 62 | $9.01K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 63 | $9.15K | 0.00% | −49−43.8% | Reduced |
| United Community Bank | 63 | $9.15K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 65 | $9.44K | 0.00% | −7−9.7% | Reduced |
| Boreal Capital Management LLC | 65 | $9.44K | 0.01% | −264−80.2% | Reduced |
| Harbor Asset Planning, Inc. | 65 | $9.45K | 0.01% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 66 | $9.59K | 0.04% | +66 | New |
| Abound Financial, LLC | 68 | $9.88K | 0.00% | −15−18.1% | Reduced |
| MidFirst Bank | 70 | $10.2K | 0.00% | −3,949−98.3% | Reduced |
| Joseph Group Capital Management | 70 | $10.2K | 0.00% | +17+32.1% | Added |
| Gould Capital, LLC | 71 | $10.3K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 72 | $10.4K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 72 | $10.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 73 | $10.6K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 76 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 76 | $11.0K | 0.01% | +76 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 78 | $11.4K | 0.02% | −23−22.8% | Reduced |
| William B. Walkup & Associates, Inc. | 78 | $11.5K | 0.01% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 80 | $11.6K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 81 | $11.8K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 82 | $11.9K | 0.00% | +82 | New |
| Swiss Re Ltd | 83 | $12.1K | 0.07% | 00.0% | Unchanged |
| Maseco LLP | 84 | $12.1K | 0.00% | +1+1.2% | Added |