| Turning Point Benefit Group, Inc. | 1 | $86 | 0.00% | +1 | New |
| Cape Investment Advisory, Inc. | 1 | $88 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2 | $145 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $176 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $176 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2 | $176 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $177 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $264 | 0.00% | +2+200.0% | Added |
| Davis Capital Management | 3 | $264 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 3 | $265 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $353 | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 5 | $440 | 0.00% | +5 | New |
| Country Trust Bank | 5 | $441 | 0.00% | +5 | New |
| Hurley Capital, LLC | 5 | $441 | 0.00% | +5 | New |
| Winnow Wealth LLC | 6 | $534 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 7 | $581 | 0.00% | −3−30.0% | Reduced |
| Key Financial Inc | 7 | $603 | 0.00% | +2+40.0% | Added |
| Motco | 7 | $617 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 7 | $617 | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 7 | $627 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 8 | $705 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 9 | $793 | 0.00% | +3+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $793 | 0.00% | +7+350.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 9 | $793 | 0.00% | +9 | New |
| Wealth Watch Advisors, INC | 9 | $793 | 0.00% | +9 | New |
| American Capital Advisory, LLC | 9 | $801 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $881 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $881 | 0.00% | +1+11.1% | Added |
| Texas Capital Bancshares Inc | 10 | $881 | 0.00% | +10 | New |
| Steigerwald, Gordon & Koch Inc. | 10 | $881 | 0.00% | +10 | New |
| Avalon Trust Co | 10 | $882 | 0.00% | +10 | New |
| DecisionPoint Financial, LLC | 11 | $949 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 11 | $969 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 11 | $969 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 11 | $978 | 0.04% | −1−8.3% | Reduced |
| Horizon Bancorp Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 20 | $1.00K | 0.00% | +20 | New |
| SWAN Capital LLC | 12 | $1.07K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,230 | $1.13K | 0.00% | +1,217+9,361.5% | Added |
| ESL Trust Services, LLC | 13 | $1.15K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.19K | 0.00% | +12+1,200.0% | Added |
| Clark Wealth Partners | 12 | $1.26K | 0.00% | −1−7.7% | Reduced |
| Gen-Wealth Partners Inc | 15 | $1.32K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 15 | $1.34K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $1.41K | 0.00% | +6+60.0% | Added |
| Trifecta Capital Advisors, LLC | 17 | $1.50K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $1.50K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 18 | $1.59K | 0.00% | +18 | New |
| Marquette Asset Management, LLC | 19 | $1.68K | 0.00% | +19 | New |
| Kayne Anderson Rudnick Investment Management LLC | 20 | $1.76K | 0.00% | +5+33.3% | Added |
| CBIZ Investment Advisory Services, LLC | 20 | $1.76K | 0.00% | +5+33.3% | Added |
| Wolff Wiese Magana LLC | 20 | $1.76K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 20 | $1.76K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 21 | $1.85K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $1.85K | 0.00% | +2+10.5% | Added |
| JFS Wealth Advisors, LLC | 21 | $1.85K | 0.00% | +21 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 22 | $1.94K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 22 | $1.94K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 23 | $2.03K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 24 | $2.12K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 24 | $2.12K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 25 | $2.17K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 25 | $2.20K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 27 | $2.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 27 | $2.38K | 0.00% | +18+200.0% | Added |
| Financial Consulate, Inc | 27 | $2.38K | 0.00% | +27 | New |
| Consultiva Wealth Management, Corp. | 30 | $2.64K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 31 | $2.73K | 0.00% | −179−85.2% | Reduced |
| Bell Investment Advisors, Inc | 33 | $2.91K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $3.00K | 0.00% | +13+61.9% | Added |
| Red Tortoise LLC | 37 | $3.26K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 37 | $3.26K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 37 | $3.28K | 0.00% | +37 | New |
| Transamerica Financial Advisors, Inc. | 40 | $3.52K | 0.00% | +40 | New |
| Meeder Asset Management Inc | 41 | $3.61K | 0.00% | −6−12.8% | Reduced |
| Bare Financial Services, Inc | 43 | $3.79K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 45 | $3.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 49 | $4.00K | 0.00% | +5+11.4% | Added |
| T. Rowe Price Investment Management, Inc. | 36 | $4.00K | 0.00% | +36 | New |
| Twin Lakes Capital Management, LLC | 47 | $4.15K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 48 | $4.23K | 0.00% | +48 | New |
| Abound Wealth Management | 49 | $4.32K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $4.32K | 0.00% | +6+14.0% | Added |
| Medallion Wealth Advisors, LLC | 50 | $4.41K | 0.00% | −1−2.0% | Reduced |
| Howard Hughes Medical Institute | 50 | $4.41K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 50 | $4.41K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 55 | $4.85K | 0.00% | +23+71.9% | Added |
| Spire Wealth Management | 55 | $4.87K | 0.00% | −1−1.8% | Reduced |
| Abich Financial Wealth Management LLC | 57 | $5.02K | 0.00% | +57 | New |
| First Pacific Financial | 59 | $5.16K | 0.00% | +1+1.7% | Added |
| Salem Investment Counselors Inc | 62 | $5.48K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 63 | $5.56K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 65 | $5.72K | 0.00% | +65 | New |
| Frazier Financial Advisors, LLC | 65 | $5.73K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 67 | $5.90K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 71 | $6.22K | 0.00% | +36+102.9% | Added |
| Ameritas Advisory Services, LLC | 73 | $6.43K | 0.00% | −475−86.7% | Reduced |
| Financial Management Professionals, Inc. | 73 | $6.43K | 0.00% | −3−3.9% | Reduced |
| Bogart Wealth, LLC | 73 | $6.43K | 0.00% | +6+9.0% | Added |