| Teachers Insurance & Annuity Association of America | 30 | $2.29K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 30 | $2.29K | 0.00% | +30 | New |
| Principia Wealth Advisory, LLC | 31 | $2.36K | 0.00% | −3−8.8% | Reduced |
| Rocky Mountain Advisers, LLC | 31 | $2.36K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 31 | $2.40K | 0.00% | +31 | New |
| Stone House Investment Management, LLC | 32 | $2.44K | 0.00% | −9−22.0% | Reduced |
| Gill Capital Partners, LLC | 32 | $2.44K | 0.00% | +32 | New |
| Evolution Wealth Management Inc. | 32 | $2.44K | 0.00% | +32 | New |
| PlanVest Financial, Inc | 32 | $2.44K | 0.00% | +32 | New |
| Legend Capital Advisors LLC | 34 | $2.59K | 0.00% | +34 | New |
| Triumph Capital Management | 35 | $2.67K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 35 | $2.67K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 35 | $2.67K | 0.00% | +35 | New |
| Kayne Anderson Rudnick Investment Management LLC | 36 | $2.74K | 0.00% | −3−7.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 37 | $2.82K | 0.00% | −9−19.6% | Reduced |
| West Branch Capital LLC | 37 | $2.82K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 37 | $2.82K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 35 | $2.84K | 0.00% | +17+94.4% | Added |
| Bruce G. Allen Investments, LLC | 38 | $2.89K | 0.00% | −122−76.3% | Reduced |
| RMG Wealth Management LLC | 34 | $2.90K | 0.00% | +34 | New |
| Key Capital Management, INC | 39 | $2.97K | 0.00% | +36+1,200.0% | Added |
| Highline Wealth Partners LLC | 39 | $2.97K | 0.00% | +39 | New |
| Roble, Belko & Company, Inc | 45 | $3.00K | 0.00% | +25+125.0% | Added |
| Ulland Investment Advisors, LLC | 35 | $3.00K | 0.00% | +35 | New |
| Entrust Financial LLC | 40 | $3.05K | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 41 | $3.12K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 42 | $3.20K | 0.00% | +8+23.5% | Added |
| Basso Capital Management, L.P. | 42 | $3.20K | 0.00% | +42 | New |
| First Pacific Financial | 42 | $3.20K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 42 | $3.20K | 0.00% | −62−59.6% | Reduced |
| Fortitude Family Office, LLC | 43 | $3.27K | 0.00% | −251−85.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 43 | $3.27K | 0.00% | −123−74.1% | Reduced |
| Arlington Trust Co LLC | 44 | $3.35K | 0.00% | +3+7.3% | Added |
| Ramirez Asset Management, Inc. | 45 | $3.43K | 0.00% | −1,493−97.1% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 45 | $3.43K | 0.00% | −18−28.6% | Reduced |
| Horizon Financial Services, LLC | 45 | $3.43K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 45 | $3.43K | 0.00% | +45 | New |
| Millstone Evans Group, LLC | 46 | $3.50K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 46 | $3.50K | 0.00% | −8−14.8% | Reduced |
| Marquette Asset Management, LLC | 47 | $3.58K | 0.00% | −21−30.9% | Reduced |
| Ameliora Wealth Management Ltd. | 47 | $3.58K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 47 | $3.58K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 47 | $3.58K | 0.00% | +47 | New |
| Community Financial Services Group, LLC | 47 | $3.64K | 0.00% | +47 | New |
| Copia Wealth Management | 48 | $3.66K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 48 | $3.66K | 0.00% | −13−21.3% | Reduced |
| Center for Financial Planning, Inc. | 49 | $3.73K | 0.00% | −9−15.5% | Reduced |
| General Partner, Inc. | 50 | $3.81K | 0.00% | −329−86.8% | Reduced |
| Align Financial, LLC | 50 | $3.81K | 0.00% | −2,379−97.9% | Reduced |
| Midwest Capital Advisors, LLC | 51 | $3.88K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 51 | $3.89K | 0.00% | +12+30.8% | Added |
| Sfam, LLC | 52 | $3.96K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 52 | $3.96K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 56 | $4.26K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 56 | $4.26K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 57 | $4.34K | 0.00% | −305−84.3% | Reduced |
| Magnolia Wealth Management, LLC | 57 | $4.34K | 0.00% | +57 | New |
| Albion Financial Group | 58 | $4.42K | 0.00% | −13,076−99.6% | Reduced |
| Basepoint Wealth LLC | 58 | $4.42K | 0.00% | +58 | New |
| Financial Management Professionals, Inc. | 59 | $4.49K | 0.00% | +1+1.7% | Added |
| Rakuten Securities, Inc. | 59 | $4.49K | 0.00% | +59 | New |
| Hager Investment Management Services, LLC | 62 | $4.72K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 63 | $4.80K | 0.00% | −3−4.5% | Reduced |
| Sachetta, LLC | 63 | $4.80K | 0.00% | −1−1.6% | Reduced |
| Gen-Wealth Partners Inc | 63 | $4.83K | 0.00% | −532−89.4% | Reduced |
| Essential Partners LLC | 64 | $4.87K | 0.00% | +59+1,180.0% | Added |
| Provenance Wealth Advisors, LLC | 67 | $5.10K | 0.00% | +5+8.1% | Added |
| First Community Trust NA | 68 | $5.18K | 0.00% | −37−35.2% | Reduced |
| Sarver Vrooman Wealth Advisors | 68 | $5.18K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 72 | $5.48K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 73 | $5.66K | 0.00% | +42+135.5% | Added |
| Hollencrest Capital Management | 75 | $5.71K | 0.00% | −65−46.4% | Reduced |
| Raelipskie Partnership | 77 | $5.86K | 0.00% | −7−8.3% | Reduced |
| Wall Street Financial Group, Inc. | 77 | $5.86K | 0.00% | +77 | New |
| Bayban | 77 | $5.88K | 0.01% | −65−45.8% | Reduced |
| ORG Wealth Partners, LLC | 78 | $5.94K | 0.00% | −62−44.3% | Reduced |
| J. Stern & Co. LLP | 78 | $5.94K | 0.00% | +78 | New |
| SJS Investment Consulting Inc. | 79 | $6.02K | 0.00% | +38+92.7% | Added |
| MV Capital Management, Inc. | 81 | $6.17K | 0.00% | −16−16.5% | Reduced |
| Cypress Capital Management LLC (WY) | 81 | $6.17K | 0.01% | +81 | New |
| Mascoma Wealth Management LLC | 82 | $6.25K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 88 | $6.70K | 0.00% | +88 | New |
| Main Street Group, LTD | 88 | $6.70K | 0.00% | +88 | New |
| Silver Grove Financial Group, Inc. | 89 | $6.77K | 0.01% | +89 | New |
| Valued Wealth Advisors LLC | 89 | $6.78K | 0.00% | +3+3.5% | Added |
| Vision Retirement, LLC | 89 | $6.79K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 91 | $6.93K | 0.01% | −11−10.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 91 | $6.93K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 92 | $7.01K | 0.00% | −95−50.8% | Reduced |
| ESL Trust Services, LLC | 93 | $7.08K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 94 | $7.16K | 0.00% | +94 | New |
| CNB Bank | 95 | $7.24K | 0.00% | +95 | New |
| Quintet Private Bank (Europe) S.A. | 98 | $7.46K | 0.00% | −134−57.8% | Reduced |
| Central Pacific Bank - Trust Division | 100 | $7.62K | 0.00% | +100 | New |
| REAP Financial Group, LLC | 100 | $7.62K | 0.00% | −31−23.7% | Reduced |
| Salomon & Ludwin, LLC | 100 | $7.64K | 0.00% | −1,164−92.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 102 | $7.77K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 103 | $7.84K | 0.00% | +103 | New |
| Bell Investment Advisors, Inc | 103 | $7.84K | 0.00% | −18−14.9% | Reduced |
| MB, Levis & Associates, LLC | 104 | $7.92K | 0.00% | 00.0% | Unchanged |
