| DecisionPoint Financial, LLC | 4 | $264 | 0.00% | −24−85.7% | Reduced |
| 3 Factor Indexing, LLC | 4 | $264 | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 5 | $330 | 0.00% | +5 | New |
| First Pacific Financial | 6 | $396 | 0.00% | +6 | New |
| Curio Wealth, LLC | 6 | $396 | 0.00% | +6 | New |
| Torren Management, LLC | 8 | $526 | 0.00% | −299−97.4% | Reduced |
| Breakwater Investment Management | 8 | $528 | 0.00% | +8 | New |
| Murphy & Mullick Capital Management Corp | 9 | $594 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 10 | $660 | 0.00% | −150−93.8% | Reduced |
| Frazier Financial Advisors, LLC | 10 | $660 | 0.00% | +10 | New |
| USA Financial Portformulas Corp | 11 | $726 | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 16 | $1.00K | 0.00% | +16 | New |
| HFM Investment Advisors, LLC | 16 | $1.06K | 0.00% | +2+14.3% | Added |
| TopTier Wealth Management, LLC | 16 | $1.06K | 0.00% | +16 | New |
| Mountain Hill Investment Partners Corp. | 17 | $1.11K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 18 | $1.19K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 28 | $1.85K | 0.00% | +28 | New |
| Horrell Capital Management, Inc. | 29 | $1.91K | 0.00% | +29 | New |
| MPWM Advisory Solutions, LLC | 30 | $1.98K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $2.11K | 0.00% | +7+28.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 33 | $2.18K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 33 | $2.31K | 0.00% | +14+73.7% | Added |
| Portus Wealth Advisors, LLC | 35 | $2.31K | 0.00% | +35 | New |
| Burk Holdings LLC | 47 | $3.10K | 0.00% | +47 | New |
| Portfolio Resources Advisor Group, Inc. | 49 | $3.29K | 0.00% | −5−9.3% | Reduced |
| IMG Wealth Management, Inc. | 53 | $3.50K | 0.00% | +43+430.0% | Added |
| DiNuzzo Private Wealth, Inc. | 53 | $3.50K | 0.00% | −1−1.9% | Reduced |
| Morton Brown Family Wealth, LLC | 60 | $3.96K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 70 | $4.00K | 0.00% | +20+40.0% | Added |
| Ninety One UK Ltd | 62 | $4.09K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 63 | $4.16K | 0.00% | −7−10.0% | Reduced |
| WestEnd Advisors, LLC | 72 | $4.75K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 76 | $5.09K | 0.00% | +8+11.8% | Added |
| Signature Resources Capital Management, LLC | 86 | $5.67K | 0.00% | −11−11.3% | Reduced |
| Atomic Invest LLC | 94 | $6.27K | 0.00% | +31+49.2% | Added |
| Principia Wealth Advisory, LLC | 98 | $6.47K | 0.00% | +20+25.6% | Added |
| Entrust Financial LLC | 99 | $6.53K | 0.00% | −13−11.6% | Reduced |
| Provenance Wealth Advisors, LLC | 100 | $6.60K | 0.00% | −173−63.4% | Reduced |
| Core Alternative Capital | 100 | $6.60K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 100 | $6.60K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 100 | $6.60K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 100 | $6.60K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 100 | $6.60K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 100 | $6.60K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 100 | $6.60K | 0.00% | +100 | New |
| Hara Capital LLC | 100 | $6.71K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 105 | $6.93K | 0.00% | +30+40.0% | Added |
| Merkkuri Wealth Advisors LLC | 112 | $7.41K | 0.00% | +112 | New |
| Beacon Financial Strategies CORP | 128 | $8.45K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 128 | $8.45K | 0.00% | +128 | New |
| Nvest Wealth Strategies, Inc. | 133 | $8.78K | 0.01% | +13+10.8% | Added |
| High Note Wealth, LLC | 134 | $8.84K | 0.00% | +49+57.6% | Added |
| Penserra Capital Management LLC | 141 | $9.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 139 | $9.17K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 140 | $9.24K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 137 | $9.25K | 0.01% | −538−79.7% | Reduced |
| Ironwood Wealth Management, Inc. | 142 | $9.58K | 0.00% | +142 | New |
| Front Row Advisors LLC | 148 | $9.92K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 154 | $10.2K | 0.00% | +72+87.8% | Added |
| Prudent Man Investment Management, Inc. | 180 | $10.4K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 160 | $10.6K | 0.00% | +36+29.0% | Added |
| Marquette Asset Management, LLC | 164 | $10.8K | 0.00% | +8+5.1% | Added |
| PayPay Securities Corp | 173 | $11.2K | 0.39% | −37−17.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 172 | $11.3K | 0.00% | +70+68.6% | Added |
| Reyes Financial Architecture, Inc. | 176 | $11.6K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 176 | $11.6K | 0.00% | +5+2.9% | Added |
| Evelyn Partners Asset Management Ltd | 181 | $11.9K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 185 | $12.2K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 200 | $13.2K | 0.01% | 00.0% | Unchanged |
| Napier Financial, LLC | 204 | $13.4K | 0.00% | +204 | New |
| Fountainhead AM, LLC | 206 | $13.6K | 0.01% | +206 | New |
| McMillan Office, Inc. | 210 | $13.9K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 209 | $14.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 224 | $14.8K | 0.00% | −4,195−94.9% | Reduced |
| Kingdom Financial Group LLC. | 224 | $14.8K | 0.00% | +4+1.8% | Added |
| WealthCollab, LLC | 236 | $15.6K | 0.01% | −88−27.2% | Reduced |
| Swiss Re Ltd | 237 | $15.6K | 0.10% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 242 | $16.0K | 0.00% | +2+0.8% | Added |
| Merrithew & Thorsten Inc | 256 | $16.0K | 0.02% | +5+2.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 248 | $16.4K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 248 | $16.4K | 0.02% | +4+1.6% | Added |
| Align Financial, LLC | 250 | $16.5K | 0.01% | −14,165−98.3% | Reduced |
| Westfuller Advisors, LLC | 248 | $16.6K | 0.01% | −10−3.9% | Reduced |
| Godfrey Financial Associates, Inc. | 271 | $17.9K | 0.02% | −5−1.8% | Reduced |
| Evolution Advisers, Inc. | 274 | $18.0K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 273 | $18.0K | 0.00% | +12+4.6% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 274 | $18.1K | 0.01% | +263+2,390.9% | Added |
| BOCHK Asset Management Ltd | 280 | $18.5K | 0.00% | +280 | New |
| JNBA Financial Advisors | 292 | $19.3K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 300 | $19.8K | 0.00% | −4−1.3% | Reduced |
| Essential Investment Partners LLC | 301 | $19.9K | 0.02% | +225+296.1% | Added |
| Retirement Wealth Solutions LLC | 303 | $20.0K | 0.01% | −126−29.4% | Reduced |
| Founders Capital Management | 306 | $20.2K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 306 | $20.2K | 0.00% | +6+2.0% | Added |
| Greykasell Wealth Strategies, Inc. | 309 | $20.4K | 0.01% | +105+51.5% | Added |
| Cache Advisors, LLC | 320 | $21.1K | 0.00% | +320 | New |
| Anfield Capital Management, LLC | 329 | $21.7K | 0.01% | −210−39.0% | Reduced |
| Country Trust Bank | 333 | $22.0K | 0.00% | −78−19.0% | Reduced |