| ZRC Wealth Management, LLC | 0 | $6 | 0.00% | −35−100.0% | Reduced |
| Carolina Wealth Advisors, LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $37 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $75 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 2 | $87 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 3 | $112 | 0.00% | −47−94.0% | Reduced |
| Seneschal Advisors, LLC | 3 | $112 | 0.00% | −1−25.0% | Reduced |
| Retirement Wealth Solutions LLC | 4 | $149 | 0.00% | +4 | New |
| Curio Wealth, LLC | 5 | $186 | 0.00% | +5 | New |
| Robbins Farley LLC | 5 | $187 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 6 | $223 | 0.00% | +6 | New |
| Delta Accumulation, LLC | 7 | $261 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 9 | $335 | 0.00% | +9 | New |
| Dunhill Financial, LLC | 9 | $359 | 0.00% | −11−55.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 12 | $447 | 0.00% | −48−80.0% | Reduced |
| HFM Investment Advisors, LLC | 13 | $484 | 0.00% | −3−18.8% | Reduced |
| Principia Wealth Advisory, LLC | 14 | $521 | 0.00% | −38−73.1% | Reduced |
| Evolution Wealth Management Inc. | 15 | $558 | 0.00% | +15 | New |
| RWM Asset Management, LLC | 16 | $596 | 0.00% | +16 | New |
| Strengthening Families & Communities, LLC | 18 | $670 | 0.00% | +18 | New |
| Barnes Dennig Private Wealth Management LLC | 21 | $782 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 21 | $782 | 0.00% | +16+320.0% | Added |
| 1015 Capital Partners, LLC | 22 | $819 | 0.00% | −990−97.8% | Reduced |
| WestEnd Advisors, LLC | 23 | $856 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 23 | $856 | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 25 | $931 | 0.00% | +25 | New |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | −609−97.3% | Reduced |
| Penserra Capital Management LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Murphy & Mullick Capital Management Corp | 28 | $1.04K | 0.00% | −12−30.0% | Reduced |
| Catherine Avery Investment Management LLC | 31 | $1.15K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 32 | $1.19K | 0.00% | +1+3.2% | Added |
| Arlington Trust Co LLC | 32 | $1.19K | 0.00% | +32 | New |
| Rialto Wealth Management, LLC | 34 | $1.27K | 0.00% | −43−55.8% | Reduced |
| Washington Trust Advisors, Inc. | 35 | $1.30K | 0.00% | −465−93.0% | Reduced |
| Stone House Investment Management, LLC | 37 | $1.38K | 0.00% | −40−51.9% | Reduced |
| Aventura Private Wealth, LLC | 38 | $1.41K | 0.00% | −5−11.6% | Reduced |
| 1 North Wealth Services LLC | 39 | $1.45K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 40 | $1.49K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 40 | $1.49K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 40 | $1.49K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 41 | $1.53K | 0.00% | +41 | New |
| Bay Harbor Wealth Management, LLC | 45 | $1.67K | 0.00% | −2−4.3% | Reduced |
| Hurley Capital, LLC | 46 | $1.71K | 0.00% | +46 | New |
| Imprint Wealth LLC | 47 | $1.75K | 0.01% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 31 | $1.85K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $1.86K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 56 | $2.08K | 0.00% | −599−91.5% | Reduced |
| Nemes Rush Group LLC | 56 | $2.08K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 56 | $2.08K | 0.00% | +2+3.7% | Added |
| Wilkerson Advisory Group LLC | 58 | $2.16K | 0.00% | −5−7.9% | Reduced |
| Merkkuri Wealth Advisors LLC | 58 | $2.17K | 0.00% | +58 | New |
| Birch Capital Management, LLC | 59 | $2.20K | 0.00% | +59 | New |
| Cornerstone Planning Group LLC | 67 | $2.29K | 0.00% | +3+4.7% | Added |
| American Capital Advisory, LLC | 64 | $2.38K | 0.00% | −15−19.0% | Reduced |
| IMG Wealth Management, Inc. | 70 | $2.60K | 0.00% | +26+59.1% | Added |
| McIlrath & Eck, LLC | 75 | $2.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 77 | $2.87K | 0.00% | +15+24.2% | Added |
| IMA Wealth, Inc. | 82 | $3.05K | 0.00% | −25−23.4% | Reduced |
| Miller Global Investments, LLC | 84 | $3.13K | 0.00% | +84 | New |
| Financial Freedom, LLC | 84 | $3.14K | 0.00% | +84 | New |
| Clear Street Markets LLC | 88 | $3.27K | 0.00% | −1,304−93.7% | Reduced |
| Cromwell Holdings LLC | 94 | $3.50K | 0.00% | −517−84.6% | Reduced |
| Key Capital Management, INC | 94 | $3.50K | 0.00% | +44+88.0% | Added |
| Anfield Capital Management, LLC | 97 | $3.61K | 0.00% | 00.0% | Unchanged |
| American National Bank | 100 | $3.72K | 0.00% | −1,054−91.3% | Reduced |
| Prestige Wealth Management Group LLC | 100 | $3.72K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 100 | $3.72K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $3.72K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 100 | $3.72K | 0.00% | +100 | New |
| 1620 Investment Advisors, Inc. | 103 | $3.83K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 108 | $4.02K | 0.00% | +108 | New |
| Loomis Sayles & Co L P | 110 | $4.09K | 0.00% | −2,619−96.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 110 | $4.09K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 110 | $4.09K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 126 | $4.36K | 0.00% | +125+12,500.0% | Added |
| Horizon Financial Services, LLC | 120 | $4.47K | 0.00% | +87+263.6% | Added |
| Napier Financial, LLC | 120 | $4.47K | 0.00% | +120 | New |
| Cache Advisors, LLC | 123 | $4.58K | 0.00% | +123 | New |
| Addison Advisors LLC | 125 | $4.65K | 0.00% | +125 | New |
| Bitterroot Capital Advisors LLC | 125 | $4.65K | 0.00% | +125 | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 130 | $4.84K | 0.02% | +130 | New |
| Caitong International Asset Management Co., Ltd | 133 | $4.95K | 0.00% | +131+6,550.0% | Added |
| WealthCollab, LLC | 134 | $4.99K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 160 | $5.00K | 0.00% | −156−49.4% | Reduced |
| Horizon Bancorp Inc | 133 | $5.00K | 0.00% | +133 | New |
| Golden State Wealth Management, LLC | 137 | $5.10K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 139 | $5.17K | 0.00% | +1+0.7% | Added |
| Bruce G. Allen Investments, LLC | 146 | $5.43K | 0.00% | −432−74.7% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 152 | $5.66K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 153 | $5.70K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 158 | $5.91K | 0.00% | +2+1.3% | Added |
| DT Investment Partners, LLC | 159 | $5.92K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 160 | $5.96K | 0.00% | +160 | New |
| Covestor Ltd | 154 | $6.00K | 0.00% | −105−40.5% | Reduced |
| Pin Oak Investment Advisors Inc | 160 | $6.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 163 | $6.07K | 0.00% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 171 | $6.37K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 174 | $6.48K | 0.00% | +152+690.9% | Added |
| Byrne Asset Management LLC | 175 | $6.51K | 0.00% | −250−58.8% | Reduced |
