| Avion Wealth | 40 | $0 | 0.00% | −60−60.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3 | $53 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $158 | 0.00% | −1−10.0% | Reduced |
| Ruedi Wealth Management, Inc. | 12 | $211 | 0.00% | +12 | New |
| Ridgewood Investments LLC | 14 | $246 | 0.00% | +14 | New |
| NVWM, LLC | 15 | $264 | 0.00% | +15 | New |
| Horizon Financial Services, LLC | 17 | $299 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 23 | $403 | 0.00% | −416−94.8% | Reduced |
| True Wealth Design, LLC | 25 | $440 | 0.00% | +8+47.1% | Added |
| Raffa Wealth Management, LLC | 26 | $457 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $528 | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 30 | $538 | 0.00% | +30 | New |
| Valued Wealth Advisors LLC | 31 | $547 | 0.00% | +13+72.2% | Added |
| Transcendent Capital Group LLC | 32 | $562 | 0.00% | +32 | New |
| Orion Capital Management LLC | 34 | $597 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 35 | $615 | 0.00% | −272−88.6% | Reduced |
| Addison Advisors LLC | 36 | $633 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 37 | $650 | 0.00% | +37 | New |
| DiNuzzo Private Wealth, Inc. | 40 | $703 | 0.00% | +10+33.3% | Added |
| SJS Investment Consulting Inc. | 44 | $774 | 0.00% | +7+18.9% | Added |
| TFC Financial Management | 46 | $809 | 0.00% | +46 | New |
| Penserra Capital Management LLC | 45 | $1.00K | 0.00% | +6+15.4% | Added |
| Sugarloaf Wealth Management, LLC | 58 | $1.01K | 0.00% | +1+1.8% | Added |
| Eagle Bay Advisors LLC | 61 | $1.07K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 64 | $1.13K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 65 | $1.14K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 66 | $1.16K | 0.00% | −29−30.5% | Reduced |
| Dunhill Financial, LLC | 68 | $1.19K | 0.00% | +12+21.4% | Added |
| McIlrath & Eck, LLC | 76 | $1.33K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 78 | $1.37K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 81 | $1.42K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 81 | $1.42K | 0.00% | +81 | New |
| Carolinas Wealth Consulting LLC | 89 | $1.56K | 0.00% | +10+12.7% | Added |
| Anchor Investment Management, LLC | 90 | $1.58K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 90 | $1.58K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 99 | $1.61K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 105 | $1.82K | 0.00% | +1+1.0% | Added |
| Financial Management Professionals, Inc. | 124 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 114 | $2.01K | 0.00% | −60−34.5% | Reduced |
| Bogart Wealth, LLC | 120 | $2.11K | 0.00% | +120 | New |
| Tucker Asset Management LLC | 121 | $2.13K | 0.00% | −50−29.2% | Reduced |
| DT Investment Partners, LLC | 125 | $2.20K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 133 | $2.34K | 0.00% | +133 | New |
| New Millennium Group LLC | 134 | $2.35K | 0.00% | +134 | New |
| Red Tortoise LLC | 147 | $2.58K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 186 | $3.17K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 182 | $3.20K | 0.00% | −1−0.5% | Reduced |
| Gleason Group, Inc. | 190 | $3.34K | 0.00% | +190 | New |
| Glen Eagle Advisors, LLC | 193 | $3.40K | 0.00% | +1+0.5% | Added |
| Sandy Spring Bank | 200 | $3.51K | 0.00% | −1,748−89.7% | Reduced |
| Versant Capital Management, Inc | 215 | $3.78K | 0.00% | −363−62.8% | Reduced |
| Geneos Wealth Management Inc. | 221 | $3.88K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 225 | $3.95K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 283 | $4.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 223 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 234 | $4.11K | 0.00% | +30+14.7% | Added |
| TCTC Holdings, LLC | 238 | $4.18K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 235 | $4.20K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $4.39K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 263 | $4.62K | 0.00% | +263 | New |
| WealthCollab, LLC | 278 | $4.88K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 283 | $4.96K | 0.00% | −17,990−98.5% | Reduced |
| Gradient Investments LLC | 283 | $4.97K | 0.00% | +283 | New |
| Blume Capital Management, Inc. | 283 | $4.97K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 294 | $5.17K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $5.27K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 300 | $5.27K | 0.00% | +300 | New |
| Venturi Wealth Management, LLC | 318 | $5.59K | 0.00% | +179+128.8% | Added |
| Wetzel Investment Advisors, Inc. | 340 | $6.10K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 412 | $7.00K | 0.00% | +10+2.5% | Added |
| Valley National Advisers Inc | 421 | $7.00K | 0.00% | +175+71.1% | Added |
| Fairway Wealth LLC | 410 | $7.20K | 0.00% | +410 | New |
| Larson Financial Group LLC | 417 | $7.33K | 0.00% | +406+3,690.9% | Added |
| Bruce G. Allen Investments, LLC | 426 | $7.49K | 0.01% | +7+1.7% | Added |
| Manchester Capital Management LLC | 449 | $7.89K | 0.00% | −18−3.9% | Reduced |
| Highline Wealth Partners LLC | 464 | $8.15K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 484 | $8.50K | 0.00% | +484 | New |
| Sittner & Nelson, LLC | 484 | $8.50K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 488 | $8.57K | 0.00% | −54−10.0% | Reduced |
| Farmers & Merchants Investments Inc | 488 | $8.57K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $8.79K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 511 | $8.98K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 583 | $10.2K | 0.00% | +18+3.2% | Added |
| WR Wealth Planners, LLC | 590 | $10.4K | 0.00% | +65+12.4% | Added |
| TruNorth Capital Management, LLC | 598 | $10.5K | 0.00% | +598 | New |
| Front Row Advisors LLC | 600 | $10.5K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 600 | $10.5K | 0.00% | +350+140.0% | Added |
| EntryPoint Capital, LLC | 607 | $10.7K | 0.00% | −2,861−82.5% | Reduced |
| Prestige Wealth Management Group LLC | 617 | $10.8K | 0.00% | +130+26.7% | Added |
| Federation des caisses Desjardins du Quebec | 683 | $12.0K | 0.00% | −1,656−70.8% | Reduced |
| Capital Advisors, Ltd. LLC | 711 | $12.0K | 0.00% | −39−5.2% | Reduced |
| Sachetta, LLC | 684 | $12.0K | 0.01% | −67−8.9% | Reduced |
| FinTrust Capital Advisors, LLC | 700 | $12.3K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 703 | $12.4K | 0.01% | +703 | New |
| LGT Financial Advisors LLC | 789 | $13.9K | 0.03% | +789 | New |
| SRS Capital Advisors, Inc. | 791 | $13.9K | 0.00% | +525+197.4% | Added |
| Washington Trust Advisors, Inc. | 793 | $13.9K | 0.00% | +103+14.9% | Added |
| Independence Bank of Kentucky | 800 | $14.1K | 0.00% | 00.0% | Unchanged |