| Capital Advisors, Ltd. LLC | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 11 | $0 | 0.00% | +11 | New |
| Retirement Wealth Solutions LLC | 1 | $15 | 0.00% | −407−99.8% | Reduced |
| JFS Wealth Advisors, LLC | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $77 | 0.00% | +4 | New |
| GPS Wealth Strategies Group, LLC | 6 | $115 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 6 | $118 | 0.00% | +6 | New |
| Strengthening Families & Communities, LLC | 9 | $177 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $192 | 0.00% | +10 | New |
| Whittier Trust Co of Nevada Inc | 10 | $194 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $242 | 0.00% | −6−31.6% | Reduced |
| Colonial Trust Co | 13 | $249 | 0.00% | −1−7.1% | Reduced |
| Turning Point Benefit Group, Inc. | 13 | $249 | 0.00% | +13 | New |
| Glen Eagle Advisors, LLC | 16 | $306 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 19 | $306 | 0.00% | +19 | New |
| American Capital Advisory, LLC | 16 | $307 | 0.00% | +16 | New |
| DHJJ Financial Advisors, Ltd. | 17 | $326 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 20 | $383 | 0.00% | +20 | New |
| Tortoise Investment Management, LLC | 25 | $479 | 0.00% | +25 | New |
| Stone House Investment Management, LLC | 25 | $479 | 0.00% | +25 | New |
| Activest Wealth Management | 32 | $613 | 0.00% | +32 | New |
| Signature Resources Capital Management, LLC | 34 | $651 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 38 | $728 | 0.00% | −5,659−99.3% | Reduced |
| Bare Financial Services, Inc | 38 | $728 | 0.00% | +38 | New |
| Guerra Advisors Inc | 40 | $770 | 0.00% | +40 | New |
| First Pacific Financial | 45 | $872 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $900 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 50 | $956 | 0.00% | +50 | New |
| Trifecta Capital Advisors, LLC | 50 | $958 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 50 | $958 | 0.00% | +50 | New |
| Fairman Group, LLC | 51 | $977 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 60 | $1.15K | 0.00% | −87−59.2% | Reduced |
| Kilter Group LLC | 65 | $1.25K | 0.00% | +65 | New |
| TFC Financial Management | 66 | $1.26K | 0.00% | +12+22.2% | Added |
| Cherry Tree Wealth Management, LLC | 67 | $1.28K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 73 | $1.40K | 0.00% | −68−48.2% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 76 | $1.46K | 0.00% | +76 | New |
| Boyd Watterson Asset Management LLC | 78 | $1.49K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 79 | $1.51K | 0.00% | +5+6.8% | Added |
| Sachetta, LLC | 82 | $1.57K | 0.00% | −17−17.2% | Reduced |
| Eukles Asset Management | 86 | $1.65K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 92 | $1.76K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 92 | $1.76K | 0.00% | +38+70.4% | Added |
| Aspect Partners, LLC | 97 | $1.86K | 0.00% | +97 | New |
| Principia Wealth Advisory, LLC | 98 | $1.88K | 0.00% | +37+60.7% | Added |
| Avion Wealth | 114 | $2.00K | 0.00% | +24+26.7% | Added |
| Strategic Advocates LLC | 108 | $2.07K | 0.00% | +108 | New |
| St. Johns Investment Management Company, LLC | 110 | $2.11K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 111 | $2.13K | 0.00% | +1+0.9% | Added |
| Private Wealth Management Group, LLC | 112 | $2.15K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 112 | $2.15K | 0.00% | +112 | New |
| J.Safra Asset Management Corp | 120 | $2.30K | 0.00% | +120 | New |
| Prestige Wealth Management Group LLC | 131 | $2.51K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 136 | $2.60K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 142 | $2.72K | 0.01% | −5,290−97.4% | Reduced |
| Harbor Investment Advisory, LLC | 143 | $2.74K | 0.00% | +143 | New |
| Howard Hughes Medical Institute | 150 | $2.87K | 0.00% | −1−0.7% | Reduced |
| Coastline Trust Co | 150 | $2.87K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 133 | $3.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 160 | $3.06K | 0.00% | −260−61.9% | Reduced |
| Millstone Evans Group, LLC | 170 | $3.26K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 170 | $3.26K | 0.00% | +63+58.9% | Added |
| Ameritas Advisory Services, LLC | 184 | $3.52K | 0.00% | −143−43.7% | Reduced |
| Princeton Global Asset Management LLC | 184 | $3.52K | 0.00% | +3+1.7% | Added |
| Fortitude Family Office, LLC | 188 | $3.60K | 0.00% | −29−13.4% | Reduced |
| Pinnacle Bancorp, Inc. | 200 | $3.83K | 0.00% | −1,100−84.6% | Reduced |
| Colonial Trust Advisors | 200 | $3.83K | 0.00% | +200 | New |
| City State Bank | 205 | $3.93K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 251 | $4.00K | 0.00% | +66+35.7% | Added |
| Creative Capital Management Investments LLC | 210 | $4.02K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 230 | $4.41K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 231 | $4.42K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 241 | $4.62K | 0.00% | −540−69.1% | Reduced |
| SWAN Capital LLC | 265 | $5.08K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 284 | $5.44K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 287 | $5.50K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $5.75K | 0.00% | +300 | New |
| Cornerstone Planning Group LLC | 335 | $5.89K | 0.00% | +237+241.8% | Added |
| Coston, McIsaac & Partners | 337 | $6.00K | 0.00% | +5+1.5% | Added |
| Westside Investment Management, Inc. | 316 | $6.06K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 346 | $6.63K | 0.00% | −351−50.4% | Reduced |
| Rosenberg Matthew Hamilton | 350 | $6.70K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 353 | $6.76K | 0.00% | +249+239.4% | Added |
| Ritter Daniher Financial Advisory LLC | 358 | $6.86K | 0.00% | +358 | New |
| Center for Financial Planning, Inc. | 363 | $6.95K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 392 | $7.51K | 0.00% | +392 | New |
| Caldwell Sutter Capital, Inc. | 400 | $7.66K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 423 | $8.10K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 443 | $8.48K | 0.01% | +73+19.7% | Added |
| Fortis Group Advisors, LLC | 465 | $8.90K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 466 | $8.92K | 0.00% | +466 | New |
| Glass Jacobson Investment Advisors llc | 468 | $8.96K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 496 | $9.50K | 0.00% | +327+193.5% | Added |
| Duncker Streett & Co Inc | 500 | $9.57K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 500 | $9.57K | 0.00% | +500 | New |
| Montag A & Associates Inc | 518 | $9.92K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 523 | $10.0K | 0.00% | −80−13.3% | Reduced |
| Key Financial Inc | 553 | $10.6K | 0.00% | −52−8.6% | Reduced |
| Farmers & Merchants Investments Inc | 571 | $10.9K | 0.00% | 00.0% | Unchanged |