| Activest Wealth Management | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1 | $74 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $106 | 0.00% | +1 | New |
| Davis Capital Management | 2 | $146 | 0.00% | +2 | New |
| Key Financial Inc | 2 | $149 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 4 | $293 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $298 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $366 | 0.00% | −42−89.4% | Reduced |
| Cheviot Value Management, LLC | 5 | $380 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 6 | $439 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 7 | $512 | 0.00% | −89−92.7% | Reduced |
| HFM Investment Advisors, LLC | 7 | $512 | 0.00% | +2+40.0% | Added |
| Pacer Advisors, Inc. | 7 | $512 | 0.00% | +7 | New |
| Dogwood Wealth Management LLC | 7 | $512 | 0.00% | +7 | New |
| Turning Point Benefit Group, Inc. | 7 | $520 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $584 | 0.00% | +4+100.0% | Added |
| MV Capital Management, Inc. | 8 | $585 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $585 | 0.00% | +2+33.3% | Added |
| Raffa Wealth Management, LLC | 8 | $585 | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $731 | 0.00% | −203,590−100.0% | Reduced |
| Vermillion Wealth Management, Inc. | 10 | $731 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $731 | 0.00% | +2+25.0% | Added |
| Parkside Financial Bank & Trust | 11 | $804 | 0.00% | −41−78.8% | Reduced |
| Grey Fox Wealth Advisors, LLC | 11 | $804 | 0.00% | +11 | New |
| Team Financial Group, LLC | 12 | $877 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $951 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Heritage Wealth Advisors | 15 | $1.10K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15 | $1.10K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 16 | $1.17K | 0.00% | +6+60.0% | Added |
| Marquette Asset Management, LLC | 20 | $1.46K | 0.00% | +20 | New |
| Bogart Wealth, LLC | 21 | $1.53K | 0.00% | −1,192−98.3% | Reduced |
| Atlantic Trust, LLC | 21 | $1.53K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 21 | $1.53K | 0.00% | +21 | New |
| Asset Dedication, LLC | 22 | $1.61K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 23 | $1.75K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 24 | $1.75K | 0.00% | +24 | New |
| WPG Advisers, LLC | 25 | $1.83K | 0.00% | +6+31.6% | Added |
| Transamerica Financial Advisors, Inc. | 27 | $1.97K | 0.00% | +27 | New |
| Avion Wealth | 28 | $2.00K | 0.00% | +6+27.3% | Added |
| Rothschild Investment LLC | 28 | $2.05K | 0.00% | +3+12.0% | Added |
| UMA Financial Services, Inc. | 31 | $2.27K | 0.00% | +21+210.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 31 | $2.27K | 0.00% | +31 | New |
| DiNuzzo Private Wealth, Inc. | 26 | $2.30K | 0.00% | +4+18.2% | Added |
| Clearstead Advisors, LLC | 33 | $2.41K | 0.00% | −242−88.0% | Reduced |
| Retirement Wealth Solutions LLC | 34 | $2.48K | 0.00% | +34 | New |
| Painted Porch Advisors LLC | 35 | $2.56K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 36 | $2.65K | 0.10% | +26+260.0% | Added |
| West Oak Capital, LLC | 40 | $2.90K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 42 | $3.07K | 0.00% | +7+20.0% | Added |
| Cromwell Holdings LLC | 44 | $3.22K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 46 | $3.36K | 0.00% | +27+142.1% | Added |
| NBC Securities, Inc. | 52 | $3.80K | 0.00% | +52 | New |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $4.02K | 0.00% | 00.0% | Unchanged |
| City State Bank | 55 | $4.02K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 68 | $4.97K | 0.00% | −132−66.0% | Reduced |
| CoreCap Advisors, LLC | 83 | $6.07K | 0.00% | −230−73.5% | Reduced |
| JFS Wealth Advisors, LLC | 86 | $6.29K | 0.00% | +2+2.4% | Added |
| Bell Investment Advisors, Inc | 88 | $6.43K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 87 | $6.51K | 0.00% | +87 | New |
| Aspect Partners, LLC | 95 | $6.94K | 0.00% | +45+90.0% | Added |
| BFSG, LLC | 100 | $7.31K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $7.31K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 115 | $8.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 113 | $8.26K | 0.00% | −276−71.0% | Reduced |
| LRI Investments, LLC | 115 | $8.40K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 116 | $8.48K | 0.00% | +13+12.6% | Added |
| Bruce G. Allen Investments, LLC | 123 | $8.99K | 0.01% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 120 | $9.00K | 0.00% | +120 | New |
| Tortoise Investment Management, LLC | 138 | $10.1K | 0.00% | +14+11.3% | Added |
| JPL Wealth Management, LLC | 149 | $10.9K | 0.00% | +149 | New |
| Brown Brothers Harriman & Co | 157 | $11.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 163 | $11.9K | 0.00% | +3+1.9% | Added |
| Caitong International Asset Management Co., Ltd | 164 | $12.0K | 0.01% | +164 | New |
| JDM Financial Group LLC | 167 | $12.2K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 169 | $12.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 186 | $13.6K | 0.00% | +41+28.3% | Added |
| Tacita Capital Inc | 200 | $14.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $14.6K | 0.00% | +200 | New |
| Matrix Trust Co | 200 | $15.0K | 0.00% | −42−17.4% | Reduced |
| Covestor Ltd | 228 | $17.0K | 0.01% | −82−26.5% | Reduced |
| Fortitude Family Office, LLC | 237 | $17.3K | 0.00% | +17+7.7% | Added |
| Holos Integrated Wealth LLC | 259 | $18.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 253 | $18.5K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 265 | $19.4K | 0.00% | +200+307.7% | Added |
| True Wealth Design, LLC | 267 | $19.5K | 0.01% | +232+662.9% | Added |
| Tower Research Capital LLC (TRC) | 268 | $19.6K | 0.00% | −56−17.3% | Reduced |
| Root Financial Partners, LLC | 277 | $20.2K | 0.00% | +277 | New |
| N.E.W. Advisory Services LLC | 300 | $21.9K | 0.00% | +200+200.0% | Added |
| GPS Wealth Strategies Group, LLC | 306 | $22.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 319 | $23.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 221 | $23.6K | 0.00% | +197+820.8% | Added |
| Optimum Investment Advisors | 330 | $24.1K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 338 | $24.7K | 0.00% | +178+111.3% | Added |
| Itau Unibanco Holding S.A. | 354 | $25.9K | 0.00% | −18−4.8% | Reduced |
| Harbour Investments, Inc. | 355 | $25.9K | 0.00% | +30+9.2% | Added |
| SWAN Capital LLC | 400 | $29.2K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 402 | $29.4K | 0.02% | 00.0% | Unchanged |