| Cohen & Steers, Inc. | 5 | $0 | 0.00% | −665−99.3% | Reduced |
| Capital Advisors, Ltd. LLC | 19 | $0 | 0.00% | −617−97.0% | Reduced |
| Briaud Financial Planning, Inc | 54 | $0 | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 0 | $6 | 0.00% | 0 | Unchanged |
| Kiker Wealth Management, LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $18 | 0.00% | −1−50.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 6 | $105 | 0.00% | +6 | New |
| Bartlett & Co. Wealth Management LLC | 6 | $105 | 0.00% | +6 | New |
| LGT Financial Advisors LLC | 8 | $141 | 0.00% | +8 | New |
| Strengthening Families & Communities, LLC | 9 | $159 | 0.00% | +9 | New |
| Whittier Trust Co of Nevada Inc | 10 | $175 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 14 | $243 | 0.00% | −12−46.2% | Reduced |
| SJS Investment Consulting Inc. | 14 | $246 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 16 | $275 | 0.00% | +1+6.7% | Added |
| Parkworth Wealth Management, Inc. | 16 | $280 | 0.00% | +16 | New |
| DHJJ Financial Advisors, Ltd. | 17 | $298 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $345 | 0.00% | −77−80.2% | Reduced |
| Stephens Consulting, LLC | 23 | $403 | 0.00% | +23 | New |
| Kestra Investment Management, LLC | 28 | $567 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 34 | $595 | 0.00% | +34 | New |
| Essential Partners LLC | 36 | $630 | 0.00% | +36 | New |
| Transce3nd, LLC | 37 | $648 | 0.00% | +37 | New |
| First Pacific Financial | 45 | $788 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $823 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 50 | $876 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 51 | $893 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 54 | $946 | 0.00% | −8−12.9% | Reduced |
| Quest 10 Wealth Builders, Inc. | 54 | $946 | 0.00% | −2−3.6% | Reduced |
| Avion Wealth | 90 | $1.00K | 0.00% | +7+8.4% | Added |
| Rialto Wealth Management, LLC | 59 | $1.03K | 0.00% | −36−37.9% | Reduced |
| Principia Wealth Advisory, LLC | 61 | $1.07K | 0.00% | +29+90.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $1.14K | 0.00% | +65 | New |
| Cherry Tree Wealth Management, LLC | 67 | $1.17K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 74 | $1.29K | 0.00% | +48+184.6% | Added |
| Boyd Watterson Asset Management LLC | 78 | $1.37K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 86 | $1.51K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 86 | $1.57K | 0.00% | +86 | New |
| High Note Wealth, LLC | 92 | $1.61K | 0.00% | −132−58.9% | Reduced |
| Cornerstone Planning Group LLC | 98 | $1.69K | 0.00% | −358−78.5% | Reduced |
| Sachetta, LLC | 99 | $1.73K | 0.00% | −32−24.4% | Reduced |
| Centricity Wealth Management, LLC | 100 | $1.75K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 104 | $1.82K | 0.00% | +54+108.0% | Added |
| Financial Network Wealth Advisors LLC | 107 | $1.87K | 0.00% | +107 | New |
| St. Johns Investment Management Company, LLC | 110 | $1.93K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 110 | $1.93K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 111 | $1.94K | 0.00% | −414−78.9% | Reduced |
| Private Wealth Management Group, LLC | 112 | $1.96K | 0.00% | −127−53.1% | Reduced |
| Horizon Bancorp Inc | 133 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 131 | $2.29K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 136 | $2.38K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 141 | $2.47K | 0.00% | +117+487.5% | Added |
| Rise Advisors, LLC | 147 | $2.58K | 0.00% | +87+145.0% | Added |
| Coastline Trust Co | 150 | $2.63K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 151 | $2.64K | 0.00% | +151 | New |
| WealthTrak Capital Management LLC | 160 | $2.80K | 0.00% | +90+128.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 169 | $2.96K | 0.00% | −81−32.4% | Reduced |
| Millstone Evans Group, LLC | 170 | $2.98K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 185 | $3.00K | 0.00% | −62−25.1% | Reduced |
| Princeton Global Asset Management LLC | 181 | $3.16K | 0.00% | +3+1.7% | Added |
| South Plains Financial, Inc. | 200 | $3.50K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 200 | $3.50K | 0.00% | 00.0% | Unchanged |
| City State Bank | 205 | $3.59K | 0.00% | −140−40.6% | Reduced |
| Creative Capital Management Investments LLC | 210 | $3.68K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 217 | $3.80K | 0.00% | −16−6.9% | Reduced |
| Whipplewood Advisors, LLC | 229 | $4.01K | 0.00% | +176+332.1% | Added |
| Global Trust Asset Management, LLC | 230 | $4.03K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 231 | $4.04K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 265 | $4.64K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 284 | $4.97K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 332 | $5.00K | 0.00% | +6+1.8% | Added |
| Investors Research Corp | 287 | $5.03K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 297 | $5.05K | 0.00% | +297 | New |
| Compass Financial Services Inc | 312 | $5.46K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 316 | $5.65K | 0.00% | +316 | New |
| Ameritas Advisory Services, LLC | 327 | $5.73K | 0.00% | +327 | New |
| Rosenberg Matthew Hamilton | 350 | $6.13K | 0.00% | −187−34.8% | Reduced |
| Center for Financial Planning, Inc. | 363 | $6.36K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 370 | $6.48K | 0.01% | +72+24.2% | Added |
| First PREMIER Bank | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 400 | $7.00K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 408 | $7.15K | 0.01% | +1+0.2% | Added |
| South State Corp. | 420 | $7.36K | 0.00% | −242−36.6% | Reduced |
| Ancora Advisors, LLC | 423 | $7.41K | 0.00% | +297+235.7% | Added |
| Eastern Bank | 450 | $7.88K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 465 | $8.14K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 468 | $8.20K | 0.00% | −524−52.8% | Reduced |
| Clear Street Markets LLC | 468 | $8.20K | 0.00% | +468 | New |
| Duncker Streett & Co Inc | 500 | $8.76K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 515 | $9.02K | 0.00% | +515 | New |
| Montag A & Associates Inc | 518 | $9.07K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 524 | $9.17K | 0.01% | +299+132.9% | Added |
| Proathlete Wealth Management LLC | 564 | $9.88K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 571 | $10.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 584 | $10.2K | 0.00% | −1,289−68.8% | Reduced |
| HHM Wealth Advisors, LLC | 601 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 603 | $10.6K | 0.00% | −26−4.1% | Reduced |
| Key Financial Inc | 605 | $10.6K | 0.00% | +605 | New |
| Neo Ivy Capital Management | 657 | $11.5K | 0.00% | −64,401−99.0% | Reduced |
| Clearstead Advisors, LLC | 661 | $11.6K | 0.00% | −27−3.9% | Reduced |