| West Branch Capital LLC | 2 | $165 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 2 | $165 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 4 | $330 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 5 | $412 | 0.00% | −21−80.8% | Reduced |
| Parkworth Wealth Management, Inc. | 6 | $494 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 7 | $576 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $577 | 0.00% | +7 | New |
| Transce3nd, LLC | 8 | $658 | 0.00% | −287−97.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $818 | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 10 | $823 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 11 | $900 | 0.00% | −3−21.4% | Reduced |
| Capital A Wealth Management, LLC | 11 | $905 | 0.00% | +5+83.3% | Added |
| Bay Harbor Wealth Management, LLC | 12 | $987 | 0.00% | +12 | New |
| USA Financial Portformulas Corp | 13 | $1.07K | 0.00% | −13,194−99.9% | Reduced |
| TD Capital Management LLC | 13 | $1.09K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 14 | $1.15K | 0.00% | −12−46.2% | Reduced |
| Winnow Wealth LLC | 16 | $1.26K | 0.00% | +5+45.5% | Added |
| Trifecta Capital Advisors, LLC | 18 | $1.48K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 18 | $1.50K | 0.00% | +18 | New |
| TFC Financial Management | 19 | $1.56K | 0.00% | −70−78.7% | Reduced |
| Beacon Capital Management, LLC | 20 | $1.66K | 0.00% | +20 | New |
| HHM Wealth Advisors, LLC | 22 | $1.81K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 23 | $1.89K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 24 | $1.93K | 0.00% | +24 | New |
| Tobam | 19 | $2.00K | 0.00% | +19 | New |
| WealthTrak Capital Management LLC | 25 | $2.06K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 26 | $2.14K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 28 | $2.31K | 0.00% | +28 | New |
| SJS Investment Consulting Inc. | 30 | $2.47K | 0.00% | +2+7.1% | Added |
| Investment Research & Advisory Group, Inc. | 31 | $2.55K | 0.00% | +31 | New |
| Medallion Wealth Advisors, LLC | 33 | $2.74K | 0.00% | +21+175.0% | Added |
| Penserra Capital Management LLC | 42 | $3.00K | 0.00% | −1,262−96.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 37 | $3.05K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 37 | $3.13K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 43 | $3.54K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 45 | $3.70K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 50 | $4.12K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 50 | $4.12K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 53 | $4.36K | 0.00% | +13+32.5% | Added |
| Abound Wealth Management | 53 | $4.40K | 0.00% | −25−32.1% | Reduced |
| Chesapeake Asset Management LLC | 54 | $4.44K | 0.00% | −5−8.5% | Reduced |
| CNB Bank | 54 | $4.44K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 55 | $4.53K | 0.00% | +23+71.9% | Added |
| Logan Capital Management Inc | 56 | $4.59K | 0.00% | +1+1.8% | Added |
| True Wealth Design, LLC | 57 | $4.69K | 0.00% | +38+200.0% | Added |
| Sachetta, LLC | 59 | $4.86K | 0.00% | −3−4.8% | Reduced |
| Delta Asset Management LLC | 60 | $4.94K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 61 | $5.02K | 0.00% | +61 | New |
| N.E.W. Advisory Services LLC | 68 | $5.60K | 0.00% | +68 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 70 | $5.76K | 0.01% | −10−12.5% | Reduced |
| Holos Integrated Wealth LLC | 70 | $5.76K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 70 | $5.82K | 0.00% | +70 | New |
| Greenline Partners, LLC | 71 | $5.84K | 0.00% | +71 | New |
| Financial Connections Group, Inc. | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 78 | $6.44K | 0.01% | +5+6.8% | Added |
| Anfield Capital Management, LLC | 79 | $6.50K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 79 | $6.50K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 82 | $6.75K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 83 | $6.83K | 0.00% | +83 | New |
| Bell Investment Advisors, Inc | 86 | $7.08K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 89 | $7.33K | 0.00% | +89 | New |
| TruNorth Capital Management, LLC | 92 | $7.57K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 100 | $8.23K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 100 | $8.23K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 100 | $8.23K | 0.01% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 100 | $8.23K | 0.01% | +100 | New |
| Richards, Merrill & Peterson, Inc. | 105 | $8.64K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 109 | $8.97K | 0.00% | −277−71.8% | Reduced |
| FNY Investment Advisers, LLC | 119 | $9.00K | 0.01% | +119 | New |
| Dunhill Financial, LLC | 113 | $9.26K | 0.00% | −10−8.1% | Reduced |
| Heritage Wealth Advisors | 116 | $9.58K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 120 | $10.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 122 | $10.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 131 | $10.8K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 135 | $11.1K | 0.00% | +5+3.8% | Added |
| Global Trust Asset Management, LLC | 138 | $11.4K | 0.01% | −120−46.5% | Reduced |
| Costello Asset Management, INC | 138 | $11.4K | 0.00% | +138 | New |
| NewSquare Capital LLC | 139 | $11.4K | 0.00% | +128+1,163.6% | Added |
| Bank & Trust Co | 141 | $11.6K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 145 | $11.9K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 149 | $12.3K | 0.00% | +149 | New |
| ZynergyRetirementPlanningLLC | 160 | $13.5K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 168 | $13.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 175 | $14.4K | 0.00% | −26−12.9% | Reduced |
| Wood Tarver Financial Group, LLC | 180 | $14.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 183 | $15.1K | 0.00% | −74−28.8% | Reduced |
| Retirement Wealth Solutions LLC | 183 | $15.1K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 187 | $15.4K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 191 | $15.7K | 0.00% | +14+7.9% | Added |
| DHJJ Financial Advisors, Ltd. | 195 | $16.0K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 196 | $16.1K | 0.09% | +196 | New |
| Asset Planning,Inc | 200 | $16.5K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 201 | $16.5K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 201 | $16.5K | 0.01% | +1+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 204 | $16.8K | 0.00% | +3+1.5% | Added |
| Caitong International Asset Management Co., Ltd | 209 | $17.2K | 0.01% | −607−74.4% | Reduced |
| Financial Perspectives, Inc | 209 | $17.2K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 214 | $17.6K | 0.00% | −1−0.5% | Reduced |
| Loomis Sayles & Co L P | 220 | $18.0K | 0.00% | +29+15.2% | Added |