| TFC Financial Management | 287 | $10.8K | 0.00% | −253−46.9% | Reduced |
| Cranbrook Wealth Management, LLC | 294 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 295 | $11.1K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 300 | $11.3K | 0.01% | +300 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 307 | $12.0K | 0.01% | +246+403.3% | Added |
| South Plains Financial, Inc. | 326 | $12.2K | 0.01% | +326 | New |
| Measured Risk Portfolios, Inc. | 340 | $12.8K | 0.01% | +340 | New |
| Retirement Wealth Solutions LLC | 353 | $12.8K | 0.01% | +353 | New |
| Bay Harbor Wealth Management, LLC | 342 | $12.8K | 0.00% | −812−70.4% | Reduced |
| Atwood & Palmer Inc | 345 | $12.9K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 349 | $13.1K | 0.01% | +349 | New |
| Lavaca Capital LLC | 355 | $13.3K | 0.01% | +355 | New |
| Acima Private Wealth, LLC | 360 | $13.5K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 360 | $13.5K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 361 | $13.5K | 0.01% | −183−33.6% | Reduced |
| RE Dickinson Investment Advisors, LLC | 370 | $13.9K | 0.01% | +7+1.9% | Added |
| Financial Connections Group, Inc. | 396 | $14.0K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 381 | $14.3K | 0.01% | +10+2.7% | Added |
| Ruedi Wealth Management, Inc. | 400 | $15.0K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 401 | $15.1K | 0.00% | +131+48.5% | Added |
| Financial Network Wealth Advisors LLC | 402 | $15.1K | 0.03% | −1,270−76.0% | Reduced |
| Rogco, LP | 402 | $15.1K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 413 | $15.5K | 0.01% | −100−19.5% | Reduced |
| Red Tortoise LLC | 415 | $15.6K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 426 | $16.0K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 434 | $16.3K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 448 | $16.8K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 468 | $17.0K | 0.00% | −1,609−77.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 459 | $17.2K | 0.02% | +459 | New |
| Quest 10 Wealth Builders, Inc. | 472 | $17.7K | 0.02% | +472 | New |
| Safe Harbor Fiduciary, LLC | 473 | $17.8K | 0.02% | −234−33.1% | Reduced |
| Newton One Investments LLC | 491 | $18.4K | 0.01% | +491 | New |
| Security National Bank | 500 | $18.8K | 0.00% | +500 | New |
| Stephenson National Bank & Trust | 521 | $19.6K | 0.01% | −121−18.8% | Reduced |
| VSM Wealth Advisory, LLC | 523 | $19.6K | 0.01% | +523 | New |
| Pension & Wealth Management Advisors, Inc. | 524 | $19.7K | 0.01% | +524 | New |
| BankPlus Trust Department | 531 | $19.9K | 0.01% | +531 | New |
| Fourth Dimension Wealth, LLC | 539 | $20.2K | 0.01% | +539 | New |
| Rialto Wealth Management, LLC | 539 | $20.2K | 0.01% | +539 | New |
| SWAN Capital LLC | 542 | $20.3K | 0.01% | +114+26.6% | Added |
| NCP Inc. | 544 | $20.4K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 547 | $20.5K | 0.01% | −930−63.0% | Reduced |
| Pinney & Scofield, Inc. | 550 | $20.6K | 0.02% | +550 | New |
| Kennebec Savings Bank | 584 | $21.3K | 0.02% | −244−29.5% | Reduced |
| Luken Investment Analytics, LLC | 580 | $21.8K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 580 | $21.8K | 0.01% | −7−1.2% | Reduced |
| Minot DeBlois Advisors LLC | 585 | $22.0K | 0.02% | +585 | New |
| Financial Life Planners | 586 | $22.0K | 0.02% | +586 | New |
| Breakwater Investment Management | 586 | $22.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 593 | $22.3K | 0.01% | +3+0.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 600 | $22.5K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 603 | $22.6K | 0.01% | +603 | New |
| Altshuler Shaham Ltd | 609 | $22.9K | 0.00% | +3+0.5% | Added |
| Crowley Wealth Management, Inc. | 619 | $23.2K | 0.02% | +619 | New |
| REAP Financial Group, LLC | 623 | $23.4K | 0.01% | +163+35.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 627 | $23.5K | 0.00% | +627 | New |
| Transce3nd, LLC | 639 | $24.0K | 0.01% | +639 | New |
| Promus Capital, LLC | 670 | $25.1K | 0.02% | +670 | New |
| Dunhill Financial, LLC | 678 | $25.4K | 0.01% | −136−16.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 678 | $25.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 688 | $25.8K | 0.00% | +2+0.3% | Added |
| Consultiva Wealth Management, Corp. | 688 | $25.8K | 0.13% | +688 | New |
| Winch Advisory Services, LLC | 688 | $25.8K | 0.01% | +502+269.9% | Added |
| Avalon Trust Co | 709 | $26.6K | 0.00% | +179+33.8% | Added |
| McClarren Financial Advisors, Inc. | 731 | $27.0K | 0.08% | +5+0.7% | Added |
| DHJJ Financial Advisors, Ltd. | 737 | $27.7K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 752 | $28.0K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 750 | $28.1K | 0.02% | +278+58.9% | Added |
| Cherry Tree Wealth Management, LLC | 752 | $28.2K | 0.01% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 753 | $28.3K | 0.03% | +753 | New |
| Cassady Schiller Wealth Management, LLC | 766 | $28.7K | 0.01% | +150+24.4% | Added |
| Caitong International Asset Management Co., Ltd | 767 | $28.8K | 0.03% | +767 | New |
| Ransom Advisory, Ltd | 780 | $29.3K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 792 | $29.7K | 0.01% | −16,160−95.3% | Reduced |
| Morse Asset Management, Inc | 800 | $30.0K | 0.01% | −10,000−92.6% | Reduced |
| Tidemark, LLC | 808 | $30.3K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 711 | $30.7K | 0.03% | +711 | New |
| Evelyn Partners Asset Management Ltd | 839 | $31.5K | 0.01% | +839 | New |
| Iron Horse Wealth Management, LLC | 844 | $31.7K | 0.01% | +85+11.2% | Added |
| Miller Wealth Advisors, LLC | 846 | $31.8K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 872 | $32.0K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 862 | $32.4K | 0.03% | +194+29.0% | Added |
| SJS Investment Consulting Inc. | 872 | $32.7K | 0.01% | −342−28.2% | Reduced |
| MPWM Advisory Solutions, LLC | 877 | $32.9K | 0.02% | +877 | New |
| Paladin Advisory Group, LLC | 880 | $33.0K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 880 | $33.0K | 0.00% | +880 | New |
| TruNorth Capital Management, LLC | 908 | $34.1K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 919 | $34.5K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 947 | $35.5K | 0.01% | −2,476−72.3% | Reduced |
| HighMark Wealth Management LLC | 960 | $36.0K | 0.02% | −750−43.9% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 971 | $36.4K | 0.03% | +971 | New |
| Ofi Invest Asset Management | 1,020 | $37.0K | 0.00% | +1,020 | New |
| Gold Investment Management Ltd. | 996 | $37.4K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 981 | $37.5K | 0.01% | −34−3.3% | Reduced |
| Tacita Capital Inc | 1,000 | $37.5K | 0.03% | −470−32.0% | Reduced |
| Noble Wealth Management PBC | 1,003 | $37.6K | 0.03% | +1,003 | New |
| IAG Wealth Partners, LLC | 1,009 | $37.9K | 0.01% | +122+13.8% | Added |
| Richardson Financial Services Inc. | 1,027 | $38.4K | 0.03% | −49−4.6% | Reduced |
| Financial Freedom, LLC | 1,024 | $38.4K | 0.02% | +3+0.3% | Added |
| Frazier Financial Advisors, LLC | 1,035 | $38.7K | 0.03% | −107−9.4% | Reduced |
