| TD Capital Management LLC | 0 | $10 | 0.00% | −201−100.0% | Reduced |
| Toth Financial Advisory Corp | 3 | $113 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 4 | $141 | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 4 | $150 | 0.00% | −1−20.0% | Reduced |
| Miller Wealth Advisors, LLC | 5 | $187 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $225 | 0.00% | +6 | New |
| Ancora Advisors, LLC | 7 | $262 | 0.00% | +7 | New |
| Bear Mountain Capital, Inc. | 9 | $284 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 8 | $300 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 9 | $337 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 12 | $373 | 0.00% | −5−29.4% | Reduced |
| Frazier Financial Advisors, LLC | 10 | $374 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $486 | 0.00% | +13 | New |
| Bare Financial Services, Inc | 14 | $524 | 0.00% | +14 | New |
| Quest 10 Wealth Builders, Inc. | 15 | $558 | 0.00% | +15 | New |
| Colonial Trust Co | 15 | $561 | 0.00% | −664−97.8% | Reduced |
| Financially Speaking Inc | 16 | $598 | 0.00% | −2,242−99.3% | Reduced |
| Winnow Wealth LLC | 18 | $664 | 0.00% | +6+50.0% | Added |
| Kings Path Partners LLC | 18 | $673 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 20 | $748 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 21 | $785 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 21 | $789 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 22 | $829 | 0.00% | −16−42.1% | Reduced |
| North Capital, Inc. | 23 | $860 | 0.00% | +23 | New |
| Founders Capital Management | 23 | $873 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 24 | $898 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 26 | $972 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 26 | $972 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 27 | $1.01K | 0.00% | +27 | New |
| Wolff Wiese Magana LLC | 30 | $1.12K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 30 | $1.12K | 0.00% | +30 | New |
| Spectrum Wealth Counsel, LLC | 30 | $1.12K | 0.00% | +30 | New |
| Rialto Wealth Management, LLC | 31 | $1.16K | 0.00% | +31 | New |
| Aventura Private Wealth, LLC | 33 | $1.23K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 33 | $1.23K | 0.00% | +33 | New |
| Compass Financial Services Inc | 39 | $1.46K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 39 | $1.46K | 0.00% | −2−4.9% | Reduced |
| Crewe Advisors LLC | 39 | $1.46K | 0.00% | +39 | New |
| Barrett & Company, Inc. | 40 | $1.50K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 40 | $1.50K | 0.00% | −450−91.8% | Reduced |
| American National Bank | 44 | $1.65K | 0.00% | −586−93.0% | Reduced |
| UMA Financial Services, Inc. | 44 | $1.65K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 44 | $1.65K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 44 | $1.65K | 0.00% | +44 | New |
| NVWM, LLC | 46 | $1.72K | 0.00% | +5+12.2% | Added |
| Cornerstone Planning Group LLC | 58 | $1.80K | 0.00% | +47+427.3% | Added |
| Bullock Wealth Management Group | 52 | $1.97K | 0.00% | +15+40.5% | Added |
| Penserra Capital Management LLC | 54 | $2.00K | 0.00% | −1,663−96.9% | Reduced |
| Winthrop Capital Management, LLC | 46 | $2.00K | 0.00% | +46 | New |
| PayPay Securities Corp | 53 | $2.02K | 0.12% | −26−32.9% | Reduced |
| Godsey & Gibb Associates | 58 | $2.17K | 0.00% | +58 | New |
| WealthTrak Capital Management LLC | 65 | $2.43K | 0.00% | +30+85.7% | Added |
| Garde Capital, Inc. | 67 | $2.51K | 0.00% | +67 | New |
| Birchbrook, Inc. | 68 | $2.54K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 70 | $2.62K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 74 | $2.76K | 0.00% | +74 | New |
| Trifecta Capital Advisors, LLC | 74 | $2.77K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 75 | $2.81K | 0.00% | −143−65.6% | Reduced |
| Kentucky Trust Co | 75 | $2.81K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 80 | $2.99K | 0.00% | +64+400.0% | Added |
| Roble, Belko & Company, Inc | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 100 | $3.13K | 0.00% | +100 | New |
| Cetera Trust Company, N.A | 86 | $3.22K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 87 | $3.25K | 0.00% | +87 | New |
| Cedar Mountain Advisors, LLC | 92 | $3.45K | 0.00% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 94 | $3.50K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 100 | $3.74K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $3.74K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 100 | $3.74K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $3.74K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $3.74K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 100 | $3.74K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 100 | $3.74K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $3.74K | 0.00% | +100 | New |
| Whipplewood Advisors, LLC | 19 | $3.81K | 0.00% | −102−84.3% | Reduced |
| ORG Partners LLC | 102 | $3.83K | 0.00% | −1,025−90.9% | Reduced |
| Prestige Wealth Management Group LLC | 107 | $4.00K | 0.00% | +12+12.6% | Added |
| Fourth Dimension Wealth, LLC | 108 | $4.04K | 0.00% | −102−48.6% | Reduced |
| Mountain Hill Investment Partners Corp. | 122 | $4.55K | 0.00% | +21+20.8% | Added |
| United Community Bank | 129 | $4.83K | 0.00% | +129 | New |
| Dunhill Financial, LLC | 130 | $4.87K | 0.00% | +18+16.1% | Added |
| Global Financial Private Client, LLC | 132 | $4.94K | 0.00% | +25+23.4% | Added |
| Hantz Financial Services, Inc. | 136 | $5.00K | 0.00% | +25+22.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 134 | $5.01K | 0.00% | −185−58.0% | Reduced |
| Byrne Asset Management LLC | 140 | $5.24K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 145 | $5.42K | 0.00% | +145 | New |
| Moisand Fitzgerald Tamayo, LLC | 147 | $5.50K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 148 | $5.54K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 149 | $5.57K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 150 | $5.61K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 150 | $5.61K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 150 | $5.62K | 0.00% | −1−0.7% | Reduced |
| Webster Bank, N. A. | 151 | $5.65K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 182 | $6.00K | 0.00% | +56+44.4% | Added |
| Medallion Wealth Advisors, LLC | 161 | $6.07K | 0.00% | +57+54.8% | Added |
| Cape Investment Advisory, Inc. | 164 | $6.14K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 168 | $6.27K | 0.00% | +4+2.4% | Added |
| Westend Capital Management, LLC | 168 | $6.28K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 171 | $6.40K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 181 | $6.77K | 0.00% | +51+39.2% | Added |