| Avion Wealth | 61 | $0 | 0.00% | −53−46.5% | Reduced |
| Meeder Asset Management Inc | 1 | $16 | 0.00% | −345−99.7% | Reduced |
| JFS Wealth Advisors, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 6 | $101 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 8 | $129 | 0.00% | +8 | New |
| Whittier Trust Co of Nevada Inc | 10 | $165 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 13 | $209 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 14 | $226 | 0.00% | −2−12.5% | Reduced |
| SJS Investment Consulting Inc. | 15 | $234 | 0.00% | −10,769−99.9% | Reduced |
| Glen Eagle Advisors, LLC | 16 | $261 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 17 | $274 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 17 | $274 | 0.00% | +17 | New |
| Clark Wealth Partners | 19 | $306 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 20 | $322 | 0.00% | +20 | New |
| Investors Portfolio Services LLC | 21 | $332 | 0.00% | +21 | New |
| Stone House Investment Management, LLC | 23 | $370 | 0.00% | −2−8.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 28 | $450 | 0.00% | +28 | New |
| NVWM, LLC | 30 | $482 | 0.00% | +20+200.0% | Added |
| Financial Consulate, Inc | 30 | $483 | 0.00% | +10+50.0% | Added |
| Optima Capital LLC | 31 | $498 | 0.00% | +31 | New |
| Three Bearings Fiduciary Advisors, Inc. | 30 | $518 | 0.00% | +30 | New |
| Signature Resources Capital Management, LLC | 34 | $547 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 38 | $611 | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 39 | $627 | 0.00% | +39 | New |
| Acumen Wealth Advisors, LLC | 41 | $660 | 0.00% | +41 | New |
| Align Financial, LLC | 691 | $691 | 0.00% | +691 | New |
| First Pacific Financial | 46 | $745 | 0.00% | +1+2.2% | Added |
| True Wealth Design, LLC | 47 | $756 | 0.00% | −32−40.5% | Reduced |
| Raffa Wealth Management, LLC | 47 | $756 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 49 | $788 | 0.00% | −43−46.7% | Reduced |
| Kilter Group LLC | 50 | $804 | 0.00% | −15−23.1% | Reduced |
| SHP Wealth Management | 56 | $900 | 0.00% | +56 | New |
| Dunhill Financial, LLC | 60 | $970 | 0.00% | +47+361.5% | Added |
| Cherry Tree Wealth Management, LLC | 67 | $1.08K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 78 | $1.25K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 76 | $1.29K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 85 | $1.37K | 0.00% | −75−46.9% | Reduced |
| Eukles Asset Management | 86 | $1.38K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 87 | $1.40K | 0.00% | +87 | New |
| Legacy Bridge, LLC | 97 | $1.56K | 0.00% | +97 | New |
| Sfam, LLC | 100 | $1.61K | 0.00% | +100 | New |
| Principia Wealth Advisory, LLC | 101 | $1.62K | 0.00% | +3+3.1% | Added |
| Private Wealth Management Group, LLC | 103 | $1.66K | 0.00% | −9−8.0% | Reduced |
| Quent Capital, LLC | 107 | $1.73K | 0.00% | −3,112−96.7% | Reduced |
| St. Johns Investment Management Company, LLC | 110 | $1.77K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 113 | $1.82K | 0.00% | +113 | New |
| Aspect Partners, LLC | 114 | $1.83K | 0.00% | +17+17.5% | Added |
| IMG Wealth Management, Inc. | 119 | $1.91K | 0.00% | +119 | New |
| J.Safra Asset Management Corp | 120 | $1.93K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 122 | $1.96K | 0.00% | +122 | New |
| Horizon Bancorp Inc | 133 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 125 | $2.01K | 0.00% | +125 | New |
| Fortitude Family Office, LLC | 127 | $2.04K | 0.00% | −61−32.4% | Reduced |
| Financial Management Professionals, Inc. | 128 | $2.06K | 0.00% | +55+75.3% | Added |
| Basepoint Wealth LLC | 130 | $2.10K | 0.00% | +130 | New |
| N.E.W. Advisory Services LLC | 133 | $2.14K | 0.00% | +133 | New |
| Barrett & Company, Inc. | 137 | $2.21K | 0.00% | −1,399−91.1% | Reduced |
| Quest Partners LLC | 146 | $2.35K | 0.00% | −2,718−94.9% | Reduced |
| Howard Hughes Medical Institute | 150 | $2.41K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 150 | $2.41K | 0.00% | +150 | New |
| Turning Point Benefit Group, Inc. | 169 | $2.72K | 0.00% | +156+1,200.0% | Added |
| Financial Network Wealth Advisors LLC | 170 | $2.73K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 170 | $2.73K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 186 | $2.99K | 0.00% | +186 | New |
| Princeton Global Asset Management LLC | 187 | $3.01K | 0.00% | +3+1.6% | Added |
| Bartlett & Co. Wealth Management LLC | 191 | $3.07K | 0.00% | +191 | New |
| Harbor Investment Advisory, LLC | 196 | $3.15K | 0.00% | +53+37.1% | Added |
| HHM Wealth Advisors, LLC | 200 | $3.22K | 0.00% | −401−66.7% | Reduced |
| Pinnacle Bancorp, Inc. | 200 | $3.22K | 0.00% | 00.0% | Unchanged |
| City State Bank | 205 | $3.30K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 209 | $3.36K | 0.00% | +117+127.2% | Added |
| Sachetta, LLC | 209 | $3.36K | 0.00% | +127+154.9% | Added |
| Creative Capital Management Investments LLC | 210 | $3.38K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 214 | $3.44K | 0.00% | +214 | New |
| Strategic Advocates LLC | 220 | $3.56K | 0.00% | +112+103.7% | Added |
| Garner Asset Management Corp | 225 | $3.62K | 0.00% | +225 | New |
| Ares Financial Consulting, LLC | 228 | $3.67K | 0.00% | +228 | New |
| Anfield Capital Management, LLC | 231 | $3.71K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 241 | $3.88K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 249 | $4.00K | 0.00% | +118+90.1% | Added |
| SWAN Capital LLC | 265 | $4.26K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 261 | $4.48K | 0.00% | −74−22.1% | Reduced |
| Bell Investment Advisors, Inc | 284 | $4.57K | 0.00% | −239−45.7% | Reduced |
| DT Investment Partners, LLC | 284 | $4.57K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $4.82K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 301 | $4.84K | 0.00% | +250+490.2% | Added |
| Coston, McIsaac & Partners | 343 | $5.00K | 0.00% | +6+1.8% | Added |
| Westside Investment Management, Inc. | 316 | $5.12K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 350 | $5.63K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 353 | $5.68K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 363 | $5.84K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 379 | $6.09K | 0.00% | −795−67.7% | Reduced |
| Farmers & Merchants Investments Inc | 390 | $6.27K | 0.00% | −181−31.7% | Reduced |
| Truvestments Capital LLC | 392 | $6.30K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 400 | $6.43K | 0.00% | 00.0% | Unchanged |
| Cygnus Capital Advisors, LLC | 407 | $7.00K | 0.01% | +407 | New |
| Eastern Bank | 450 | $7.24K | 0.00% | −745−62.3% | Reduced |
| Oakworth Capital, Inc. | 452 | $7.27K | 0.00% | +452 | New |
| Fortis Group Advisors, LLC | 465 | $7.48K | 0.00% | 00.0% | Unchanged |