| Bollard Group LLC | 26 | $0 | 0.00% | −4,499−99.4% | Reduced |
| Meeder Asset Management Inc | 1 | $16 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 6 | $105 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $148 | 0.00% | −5−35.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 10 | $167 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $243 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 17 | $272 | 0.00% | +1+6.3% | Added |
| DHJJ Financial Advisors, Ltd. | 17 | $280 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 20 | $329 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 23 | $378 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 25 | $411 | 0.00% | +6+31.6% | Added |
| Financial Consulate, Inc | 30 | $493 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 30 | $493 | 0.00% | +30 | New |
| TFC Financial Management | 31 | $510 | 0.00% | +31 | New |
| Caitong International Asset Management Co., Ltd | 33 | $542 | 0.00% | +33 | New |
| Signature Resources Capital Management, LLC | 34 | $559 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 40 | $657 | 0.00% | +10+33.3% | Added |
| Harbor Investment Advisory, LLC | 43 | $706 | 0.00% | −153−78.1% | Reduced |
| Align Financial, LLC | 43 | $706 | 0.00% | −648−93.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 46 | $756 | 0.00% | −3−6.1% | Reduced |
| First Pacific Financial | 47 | $775 | 0.00% | +1+2.2% | Added |
| Principia Wealth Advisory, LLC | 56 | $920 | 0.00% | −45−44.6% | Reduced |
| Dunhill Financial, LLC | 61 | $1.01K | 0.00% | +1+1.7% | Added |
| Dogwood Wealth Management LLC | 66 | $1.08K | 0.00% | +66 | New |
| Cherry Tree Wealth Management, LLC | 67 | $1.10K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 68 | $1.12K | 0.00% | +68 | New |
| Washington Trust Advisors, Inc. | 72 | $1.18K | 0.00% | +72 | New |
| Kilter Group LLC | 74 | $1.22K | 0.00% | +24+48.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 76 | $1.25K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 78 | $1.28K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 80 | $1.31K | 0.00% | −1,250−94.0% | Reduced |
| UMA Financial Services, Inc. | 85 | $1.40K | 0.00% | −28−24.8% | Reduced |
| Eukles Asset Management | 86 | $1.41K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 92 | $1.51K | 0.00% | +36+64.3% | Added |
| High Note Wealth, LLC | 92 | $1.51K | 0.00% | −117−56.0% | Reduced |
| Arlington Trust Co LLC | 94 | $1.54K | 0.00% | +94 | New |
| Sfam, LLC | 100 | $1.64K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 110 | $1.81K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 114 | $1.87K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 133 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 122 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 123 | $2.02K | 0.00% | +123 | New |
| Clayton Financial Group LLC | 125 | $2.05K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 125 | $2.05K | 0.00% | +6+5.0% | Added |
| Basepoint Wealth LLC | 133 | $2.18K | 0.00% | +3+2.3% | Added |
| Barrett & Company, Inc. | 137 | $2.26K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 139 | $2.28K | 0.00% | +36+35.0% | Added |
| Cassaday & Co Wealth Management LLC | 139 | $2.28K | 0.00% | +139 | New |
| Raffa Wealth Management, LLC | 140 | $2.30K | 0.00% | +93+197.9% | Added |
| Chelsea Counsel Co | 150 | $2.46K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 152 | $2.50K | 0.00% | +24+18.8% | Added |
| Fortitude Family Office, LLC | 153 | $2.51K | 0.00% | +26+20.5% | Added |
| South State Corp. | 163 | $2.68K | 0.00% | +78+91.8% | Added |
| MidFirst Bank | 173 | $2.84K | 0.00% | +173 | New |
| Synergy Investment Management, LLC | 175 | $2.88K | 0.00% | +175 | New |
| Financial Network Wealth Advisors LLC | 185 | $3.04K | 0.00% | +15+8.8% | Added |
| Innovative Asset Advisors Group, LLC | 186 | $3.06K | 0.00% | +186 | New |
| Bogart Wealth, LLC | 187 | $3.07K | 0.00% | +187 | New |
| ZRC Wealth Management, LLC | 188 | $3.09K | 0.00% | +171+1,005.9% | Added |
| Princeton Global Asset Management LLC | 190 | $3.13K | 0.00% | +3+1.6% | Added |
| Pinnacle Bancorp, Inc. | 200 | $3.29K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $3.29K | 0.00% | 00.0% | Unchanged |
| City State Bank | 205 | $3.37K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 209 | $3.43K | 0.00% | +162+344.7% | Added |
| Creative Capital Management Investments LLC | 210 | $3.45K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 213 | $3.50K | 0.00% | +27+14.5% | Added |
| Keating Financial Advisory Services, Inc. | 218 | $3.58K | 0.00% | +190+678.6% | Added |
| Ares Financial Consulting, LLC | 228 | $3.73K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 231 | $3.79K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 241 | $3.96K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 250 | $4.00K | 0.00% | −550−68.8% | Reduced |
| Quent Capital, LLC | 250 | $4.12K | 0.00% | +143+133.6% | Added |
| Tidemark, LLC | 255 | $4.19K | 0.00% | +255 | New |
| Bartlett & Co. Wealth Management LLC | 265 | $4.32K | 0.00% | +74+38.7% | Added |
| SWAN Capital LLC | 265 | $4.35K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 279 | $4.58K | 0.00% | +279 | New |
| DT Investment Partners, LLC | 284 | $4.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 284 | $4.67K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 287 | $4.71K | 0.00% | +287 | New |
| Financial Freedom, LLC | 297 | $4.88K | 0.00% | +297 | New |
| Moisand Fitzgerald Tamayo, LLC | 300 | $4.93K | 0.00% | +300 | New |
| Fairman Group, LLC | 301 | $4.95K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 301 | $4.95K | 0.00% | −1,646−84.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 300 | $4.95K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 345 | $5.00K | 0.00% | +2+0.6% | Added |
| Bayban | 317 | $5.21K | 0.00% | +317 | New |
| Westside Investment Management, Inc. | 316 | $5.22K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 327 | $5.37K | 0.00% | −142−30.3% | Reduced |
| Rosenberg Matthew Hamilton | 350 | $5.75K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 363 | $5.96K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 420 | $6.00K | 0.00% | +420 | New |
| GHP Investment Advisors, Inc. | 367 | $6.03K | 0.00% | −299−44.9% | Reduced |
| Owl Creek Wealth Partners LLC | 381 | $6.26K | 0.00% | +381 | New |
| Farmers & Merchants Investments Inc | 390 | $6.41K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 400 | $6.57K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 407 | $6.71K | 0.00% | +146+55.9% | Added |
| First PREMIER Bank | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 450 | $7.39K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 465 | $7.64K | 0.00% | 00.0% | Unchanged |