| Stephenson National Bank & Trust | 106 | $8.02K | 0.00% | −148−58.3% | Reduced |
| TFC Financial Management | 108 | $8.18K | 0.00% | −93−46.3% | Reduced |
| SWAN Capital LLC | 112 | $8.47K | 0.00% | +112 | New |
| Raffa Wealth Management, LLC | 113 | $8.55K | 0.00% | −7−5.8% | Reduced |
| Creative Financial Designs Inc | 115 | $8.70K | 0.00% | −26−18.4% | Reduced |
| Aspect Partners, LLC | 116 | $8.78K | 0.01% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 116 | $8.78K | 0.01% | +116 | New |
| Quest 10 Wealth Builders, Inc. | 120 | $9.08K | 0.01% | +120 | New |
| South Plains Financial, Inc. | 125 | $9.46K | 0.01% | +125 | New |
| Kelly Lawrence W & Associates Inc | 125 | $9.46K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 128 | $9.69K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 132 | $9.99K | 0.00% | +132 | New |
| Householder Group Estate & Retirement Specialist, LLC | 137 | $10.0K | 0.01% | −1,429−91.3% | Reduced |
| Stonebridge Financial Group, LLC | 136 | $10.3K | 0.00% | +136 | New |
| Fairscale Capital, LLC | 136 | $10.3K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 137 | $10.4K | 0.00% | +10+7.9% | Added |
| Concord Wealth Partners | 144 | $10.9K | 0.00% | +19+15.2% | Added |
| Tower View Investment Management & Research LLC | 147 | $11.1K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 152 | $11.5K | 0.01% | +152 | New |
| Legacy Investment Solutions, LLC | 168 | $11.6K | 0.01% | +162+2,700.0% | Added |
| Legacy Wealth Managment, LLC | 168 | $11.6K | 0.01% | +162+2,700.0% | Added |
| Bellwether Advisors, LLC | 153 | $11.6K | 0.00% | +153 | New |
| New England Capital Financial Advisors LLC | 159 | $12.1K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 164 | $12.4K | 0.00% | +164 | New |
| Trust Co | 165 | $12.5K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 166 | $12.5K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 166 | $12.6K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 172 | $13.0K | 0.01% | +96+126.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 174 | $13.2K | 0.03% | +174 | New |
| Bayforest Capital Ltd | 174 | $13.2K | 0.02% | +174 | New |
| Ruedi Wealth Management, Inc. | 178 | $13.5K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 178 | $13.5K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 184 | $13.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 187 | $14.2K | 0.00% | −3−1.6% | Reduced |
| Global Wealth Strategies & Associates | 190 | $14.4K | 0.00% | +25+15.2% | Added |
| UMA Financial Services, Inc. | 195 | $14.8K | 0.00% | +195 | New |
| First Community Trust NA | 200 | $15.1K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 200 | $15.1K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 200 | $15.1K | 0.00% | +200 | New |
| Medallion Wealth Advisors, LLC | 200 | $15.1K | 0.01% | +200 | New |
| USA Financial Portformulas Corp | 205 | $15.5K | 0.00% | +205 | New |
| True Wealth Design, LLC | 209 | $15.9K | 0.01% | −97−31.7% | Reduced |
| Anfield Capital Management, LLC | 211 | $16.0K | 0.01% | +113+115.3% | Added |
| Avion Wealth | 218 | $16.0K | 0.00% | +27+14.1% | Added |
| Main Street Group, LTD | 212 | $16.0K | 0.01% | −25−10.5% | Reduced |
| Longview Financial Advisors LLC | 212 | $16.0K | 0.01% | +212 | New |
| Financial Freedom, LLC | 214 | $16.2K | 0.01% | +1+0.5% | Added |
| Whipplewood Advisors, LLC | 225 | $17.0K | 0.01% | +225 | New |
| Eukles Asset Management | 232 | $17.6K | 0.01% | +7+3.1% | Added |
| Hilltop National Bank | 240 | $18.2K | 0.01% | −2−0.8% | Reduced |
| Center for Financial Planning, Inc. | 240 | $18.2K | 0.00% | +240 | New |
| Painted Porch Advisors LLC | 244 | $18.5K | 0.01% | +233+2,118.2% | Added |
| Raelipskie Partnership | 245 | $18.5K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 253 | $19.1K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 256 | $19.4K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 265 | $20.0K | 0.01% | −228−46.2% | Reduced |
| Millstone Evans Group, LLC | 265 | $20.1K | 0.01% | +265 | New |
| First United Bank Trust | 267 | $20.2K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 277 | $21.0K | 0.00% | +28+11.2% | Added |
| Sugarloaf Wealth Management, LLC | 282 | $21.4K | 0.00% | −7−2.4% | Reduced |
| Signature Resources Capital Management, LLC | 287 | $21.7K | 0.02% | +1+0.3% | Added |
| Centerpoint Advisors, LLC | 292 | $22.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 294 | $22.3K | 0.01% | −745−71.7% | Reduced |
| Sellwood Investment Partners LLC | 296 | $22.4K | 0.01% | +296 | New |
| Trifecta Capital Advisors, LLC | 300 | $22.7K | 0.00% | −200−40.0% | Reduced |
| Accredited Wealth Management, LLC | 300 | $22.8K | 0.02% | +300 | New |
| Private Wealth Management Group, LLC | 308 | $23.3K | 0.01% | +12+4.1% | Added |
| Winnow Wealth LLC | 317 | $23.8K | 0.02% | +317 | New |
| Abound Wealth Management | 322 | $24.4K | 0.01% | −198−38.1% | Reduced |
| Gold Investment Management Ltd. | 330 | $25.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 333 | $25.2K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 338 | $25.6K | 0.01% | +55+19.4% | Added |
| Teachers Insurance & Annuity Association of America | 340 | $25.7K | 0.03% | 00.0% | Unchanged |
| Chelsea Counsel Co | 350 | $26.6K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 363 | $27.5K | 0.01% | −942−72.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 365 | $27.6K | 0.00% | +122+50.2% | Added |
| Caitlin John, LLC | 371 | $28.1K | 0.02% | +200+117.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 377 | $29.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 389 | $29.5K | 0.00% | +27+7.5% | Added |
| Harvest Fund Management Co., Ltd | 391 | $30.0K | 0.00% | −406−50.9% | Reduced |
| First PREMIER Bank | 390 | $30.0K | 0.01% | −300−43.5% | Reduced |
| Galibier Capital Management Ltd. | 400 | $30.3K | 0.01% | −16,500−97.6% | Reduced |
| Osterweis Capital Management Inc | 400 | $30.3K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 400 | $30.3K | 0.02% | +210+110.5% | Added |
| Hopwood Financial Services, Inc. | 400 | $30.3K | 0.02% | +400 | New |
| Roxbury Financial LLC | 386 | $30.4K | 0.03% | +386 | New |
| Transcendent Capital Group LLC | 405 | $30.6K | 0.02% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 407 | $30.8K | 0.03% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 412 | $31.2K | 0.01% | +273+196.4% | Added |
| Principia Wealth Advisory, LLC | 415 | $31.4K | 0.03% | +415 | New |
| Castleview Partners, LLC | 446 | $32.9K | 0.02% | +64+16.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 441 | $33.4K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 442 | $33.4K | 0.02% | −10,719−96.0% | Reduced |
| Raleigh Capital Management Inc. | 444 | $33.6K | 0.01% | −3,034−87.2% | Reduced |
| BankPlus Trust Department | 451 | $34.1K | 0.01% | +451 | New |
| Continuum Advisory, LLC | 454 | $34.4K | 0.00% | −237−34.3% | Reduced |
| Canton Hathaway, LLC | 463 | $35.0K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 470 | $35.6K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 470 | $35.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 480 | $36.3K | 0.00% | −4−0.8% | Reduced |