| Tidemark, LLC | 2 | $25 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 4 | $50 | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 6 | $83 | 0.00% | +6 | New |
| Indiana Trust & Investment Management CO | 9 | $119 | 0.00% | +9 | New |
| HighMark Wealth Management LLC | 14 | $184 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 14 | $185 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 14 | $185 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 14 | $185 | 0.00% | +14 | New |
| Cheviot Value Management, LLC | 14 | $204 | 0.00% | +14 | New |
| Sunbelt Securities, Inc. | 16 | $211 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 16 | $212 | 0.00% | +16 | New |
| Nemes Rush Group LLC | 18 | $238 | 0.00% | +18 | New |
| MV Capital Management, Inc. | 22 | $291 | 0.00% | +22 | New |
| ESL Trust Services, LLC | 23 | $304 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 23 | $304 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 24 | $317 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 25 | $330 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 26 | $343 | 0.00% | 00.0% | Unchanged |
| Bayban | 30 | $396 | 0.00% | +30 | New |
| Boreal Capital Management LLC | 31 | $418 | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 33 | $436 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 33 | $445 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 39 | $515 | 0.00% | −1,419−97.3% | Reduced |
| Stone House Investment Management, LLC | 41 | $542 | 0.00% | +41 | New |
| Hoey Investments, Inc | 42 | $555 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 45 | $595 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 47 | $621 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 47 | $621 | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 48 | $634 | 0.00% | +48 | New |
| Keating Financial Advisory Services, Inc. | 55 | $727 | 0.00% | +55 | New |
| Independence Bank of Kentucky | 56 | $740 | 0.00% | +56 | New |
| Cedar Mountain Advisors, LLC | 59 | $779 | 0.00% | 00.0% | Unchanged |
| Zimmer Partners, LP | 60 | $793 | 0.00% | +60 | New |
| Creative Financial Designs Inc | 65 | $859 | 0.00% | −48−42.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 67 | $885 | 0.00% | +67 | New |
| Bravera Wealth | 71 | $939 | 0.00% | +71 | New |
| Marshall & Sterling Wealth Advisors Inc. | 72 | $950 | 0.00% | −2,000−96.5% | Reduced |
| Safe Harbor Fiduciary, LLC | 73 | $964 | 0.00% | +73 | New |
| Root Financial Partners, LLC | 78 | $1.03K | 0.00% | +37+90.2% | Added |
| Retirement Wealth Solutions LLC | 79 | $1.04K | 0.00% | +78+7,800.0% | Added |
| Princeton Global Asset Management LLC | 90 | $1.19K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 94 | $1.24K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 97 | $1.28K | 0.00% | +2+2.1% | Added |
| Ancora Advisors, LLC | 103 | $1.36K | 0.00% | +103 | New |
| IAG Wealth Partners, LLC | 109 | $1.44K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 116 | $1.53K | 0.00% | +116 | New |
| Principia Wealth Advisory, LLC | 117 | $1.55K | 0.00% | −4−3.3% | Reduced |
| Oakworth Capital, Inc. | 118 | $1.56K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 118 | $1.56K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 119 | $1.58K | 0.00% | +40+50.6% | Added |
| Brown, Lisle/Cummings, Inc. | 120 | $1.58K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 124 | $1.64K | 0.00% | +54+77.1% | Added |
| Evolution Wealth Management Inc. | 126 | $1.66K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 127 | $1.68K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 130 | $1.72K | 0.00% | −163−55.6% | Reduced |
| Triumph Capital Management | 131 | $1.73K | 0.00% | +131 | New |
| BFSG, LLC | 132 | $1.74K | 0.00% | +50+61.0% | Added |
| Whipplewood Advisors, LLC | 133 | $1.76K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 133 | $1.79K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 137 | $1.81K | 0.00% | +137 | New |
| Johnson Financial Group, Inc. | 133 | $1.82K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 139 | $1.84K | 0.00% | +139 | New |
| Benson Wealth Management INC | 142 | $1.88K | 0.00% | +142 | New |
| Trust Co of Vermont | 150 | $1.98K | 0.00% | −1,000−87.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 150 | $1.98K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 128 | $2.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 154 | $2.03K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 154 | $2.04K | 0.00% | +154 | New |
| Frazier Financial Advisors, LLC | 155 | $2.05K | 0.00% | +155 | New |
| Steigerwald, Gordon & Koch Inc. | 162 | $2.14K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 167 | $2.21K | 0.00% | −71−29.8% | Reduced |
| Westside Investment Management, Inc. | 168 | $2.23K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 170 | $2.26K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 171 | $2.26K | 0.00% | −380−69.0% | Reduced |
| Financial Network Wealth Advisors LLC | 176 | $2.33K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 178 | $2.35K | 0.00% | +178 | New |
| Laurel Wealth Advisors LLC | 186 | $2.46K | 0.00% | +186 | New |
| Newton One Investments LLC | 187 | $2.47K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 192 | $2.53K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 195 | $2.58K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $2.69K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 208 | $2.75K | 0.00% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 221 | $2.92K | 0.00% | +221 | New |
| Miller Global Investments, LLC | 222 | $2.93K | 0.00% | +222 | New |
| Navigoe, LLC | 238 | $3.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 185 | $3.00K | 0.00% | +67+56.8% | Added |
| Millstone Evans Group, LLC | 240 | $3.17K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 245 | $3.24K | 0.00% | +44+21.9% | Added |
| Gables Capital Management Inc. | 250 | $3.30K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 267 | $3.53K | 0.00% | −9−3.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 270 | $3.57K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 271 | $3.58K | 0.00% | +271 | New |
| Pinnacle Bancorp, Inc. | 272 | $3.59K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 286 | $3.78K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 282 | $3.80K | 0.00% | +249+754.5% | Added |
| Cape Investment Advisory, Inc. | 302 | $3.99K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 302 | $3.99K | 0.00% | +302 | New |
| CX Institutional | 300 | $4.00K | 0.00% | +17+6.0% | Added |
| Barrett & Company, Inc. | 307 | $4.05K | 0.00% | +307 | New |