| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 1 | $104 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $105 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $105 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $173 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $209 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $209 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2 | $209 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $210 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $210 | 0.00% | +2 | New |
| Davis Capital Management | 3 | $314 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $315 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $419 | 0.00% | +1+33.3% | Added |
| Fideuram Asset Management (Ireland) dac | 4 | $432 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 5 | $524 | 0.00% | +5 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $577 | 0.00% | +5 | New |
| Winnow Wealth LLC | 6 | $630 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $733 | 0.00% | 00.0% | Unchanged |
| Motco | 7 | $733 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $733 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 8 | $838 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 9 | $942 | 0.00% | −11−55.0% | Reduced |
| Wealth Watch Advisors, INC | 9 | $942 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 9 | $942 | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 9 | $1.07K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 11 | $1.10K | 0.00% | +4+57.1% | Added |
| PayPay Securities Corp | 11 | $1.15K | 0.03% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 11 | $1.15K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 12 | $1.26K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 12 | $1.27K | 0.00% | +3+33.3% | Added |
| SWAN Capital LLC | 12 | $1.28K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 13 | $1.35K | 0.00% | −1,217−98.9% | Reduced |
| SHP Wealth Management | 13 | $1.35K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.36K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $1.36K | 0.00% | +9+225.0% | Added |
| Tompkins Financial Corp | 14 | $1.47K | 0.00% | +14 | New |
| Optima Capital LLC | 14 | $1.47K | 0.00% | +14 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $1.57K | 0.00% | +15 | New |
| Gen-Wealth Partners Inc | 15 | $1.57K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 15 | $1.57K | 0.00% | +15 | New |
| 1015 Capital Partners, LLC | 15 | $1.57K | 0.00% | +15 | New |
| Archer Investment Corp | 15 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $1.68K | 0.00% | +7+77.8% | Added |
| Cornerstone Financial Management LLC | 17 | $1.78K | 0.00% | +17 | New |
| Foster Dykema Cabot & Partners, LLC | 18 | $1.89K | 0.00% | +18 | New |
| Marquette Asset Management, LLC | 19 | $1.99K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27 | $2.00K | 0.00% | −5,423−99.5% | Reduced |
| SOA Wealth Advisors, LLC. | 20 | $2.09K | 0.00% | −268−93.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 20 | $2.09K | 0.00% | −1−4.8% | Reduced |
| Prosperity Bancshares Inc | 20 | $2.09K | 0.00% | +20 | New |
| Wolff Wiese Magana LLC | 20 | $2.10K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 20 | $2.10K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 21 | $2.20K | 0.00% | −34−61.8% | Reduced |
| North Star Investment Management Corp. | 21 | $2.20K | 0.00% | +21 | New |
| MJT & Associates Financial Advisory Group, Inc. | 22 | $2.30K | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 22 | $2.30K | 0.00% | +22 | New |
| Principia Wealth Advisory, LLC | 23 | $2.41K | 0.00% | +2+9.5% | Added |
| Center for Financial Planning, Inc. | 23 | $2.42K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 24 | $2.51K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 25 | $2.59K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 25 | $2.62K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $2.62K | 0.00% | +25 | New |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $2.75K | 0.00% | +6+30.0% | Added |
| Fortitude Family Office, LLC | 27 | $2.83K | 0.00% | −7−20.6% | Reduced |
| Millstone Evans Group, LLC | 27 | $2.83K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 25 | $2.97K | 0.00% | +25 | New |
| NVWM, LLC | 29 | $3.04K | 0.00% | +5+20.8% | Added |
| Consultiva Wealth Management, Corp. | 30 | $3.14K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 30 | $3.14K | 0.00% | +30 | New |
| Geneos Wealth Management Inc. | 31 | $3.25K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 31 | $3.28K | 0.00% | −6−16.2% | Reduced |
| Frazier Financial Advisors, LLC | 32 | $3.35K | 0.00% | −33−50.8% | Reduced |
| Alerus Financial NA | 37 | $3.88K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 37 | $3.88K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 44 | $4.00K | 0.00% | −5−10.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 40 | $4.19K | 0.00% | −1−2.4% | Reduced |
| JFS Wealth Advisors, LLC | 40 | $4.19K | 0.00% | +19+90.5% | Added |
| Hilton Head Capital Partners, LLC | 41 | $4.29K | 0.00% | +41 | New |
| Bare Financial Services, Inc | 43 | $4.50K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 45 | $4.71K | 0.00% | +18+66.7% | Added |
| Legacy Bridge, LLC | 45 | $4.71K | 0.00% | +45 | New |
| Twin Lakes Capital Management, LLC | 47 | $4.95K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 48 | $5.03K | 0.00% | +3+6.7% | Added |
| Abound Wealth Management | 49 | $5.13K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 50 | $5.24K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 50 | $5.24K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 50 | $5.24K | 0.00% | +2+4.2% | Added |
| Howard Hughes Medical Institute | 52 | $5.45K | 0.00% | +2+4.0% | Added |
| WPG Advisers, LLC | 53 | $5.55K | 0.00% | +42+381.8% | Added |
| South State Corp. | 54 | $5.66K | 0.00% | −30−35.7% | Reduced |
| Financial Consulate, Inc | 57 | $6.00K | 0.00% | +30+111.1% | Added |
| First Pacific Financial | 59 | $6.15K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 60 | $6.28K | 0.00% | −410−87.2% | Reduced |
| Ares Financial Consulting, LLC | 60 | $6.28K | 0.01% | +60 | New |