| Quest 10 Wealth Builders, Inc. | 0 | $305 | 0.00% | 0 | Unchanged |
| Birchbrook, Inc. | 1 | $491 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $953 | 0.00% | −1−50.0% | Reduced |
| American Capital Advisory, LLC | 1 | $953 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $953 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $953 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1 | $953 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $953 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 1 | $953 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $953 | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 1 | $981 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 1 | $1.01K | 0.00% | −2−66.7% | Reduced |
| PEAK6 LLC | 1 | $1.17K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $1.90K | 0.00% | −5−71.4% | Reduced |
| Tortoise Investment Management, LLC | 2 | $1.91K | 0.00% | −1−33.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2 | $1.91K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $1.91K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $1.91K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2 | $1.91K | 0.00% | +2 | New |
| ZRC Wealth Management, LLC | 2 | $1.91K | 0.00% | +2 | New |
| Aspect Partners, LLC | 2 | $1.91K | 0.00% | +2 | New |
| Burkett Financial Services, LLC | 2 | $1.92K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 3 | $2.83K | 0.00% | +3 | New |
| Operose Advisors LLC | 3 | $2.86K | 0.00% | −1−25.0% | Reduced |
| Country Trust Bank | 3 | $2.86K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3 | $2.86K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 3 | $2.86K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $2.86K | 0.00% | +1+50.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 3 | $2.86K | 0.00% | +3 | New |
| Wealth Watch Advisors, INC | 3 | $2.86K | 0.00% | +3 | New |
| TFC Financial Management | 3 | $2.87K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 4 | $3.00K | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $3.57K | 0.00% | +1+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $3.81K | 0.00% | +1+33.3% | Added |
| Colonial Trust Advisors | 4 | $3.81K | 0.00% | −3−42.9% | Reduced |
| Conquis Financial LLC | 4 | $3.81K | 0.00% | −1−20.0% | Reduced |
| Albion Financial Group | 4 | $3.81K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 4 | $3.81K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 4 | $3.81K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 4 | $3.81K | 0.00% | +4 | New |
| Grey Fox Wealth Advisors, LLC | 4 | $3.81K | 0.00% | +4 | New |
| Frazier Financial Advisors, LLC | 4 | $3.90K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4 | $4.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $4.76K | 0.00% | −8−61.5% | Reduced |
| Redmont Wealth Advisors LLC | 5 | $4.76K | 0.01% | 00.0% | Unchanged |
| City State Bank | 5 | $4.76K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 5 | $4.76K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $4.76K | 0.00% | +3+150.0% | Added |
| Marquette Asset Management, LLC | 5 | $4.76K | 0.00% | +5 | New |
| Winch Advisory Services, LLC | 5 | $4.93K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 6 | $5.72K | 0.00% | −284−97.9% | Reduced |
| Kilter Group LLC | 6 | $5.72K | 0.00% | −1−14.3% | Reduced |
| Atwood & Palmer Inc | 6 | $5.72K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 6 | $5.72K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 6 | $5.72K | 0.00% | +2+50.0% | Added |
| Ogorek Anthony Joseph | 7 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7 | $6.67K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 7 | $6.67K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 7 | $6.67K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 7 | $6.67K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 7 | $6.67K | 0.00% | 00.0% | Unchanged |
| Alexis Investment Partners, LLC | 7 | $6.67K | 0.00% | +7 | New |
| Guerra Advisors Inc | 7 | $6.70K | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 7 | $6.70K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 8 | $7.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $7.14K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $7.62K | 0.00% | −1−11.1% | Reduced |
| DT Investment Partners, LLC | 8 | $7.62K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 8 | $7.62K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 8 | $7.62K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 8 | $7.62K | 0.00% | +4+100.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 8 | $7.63K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $8.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $8.11K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 9 | $8.58K | 0.01% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 9 | $8.58K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 9 | $8.58K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $9.00K | 0.00% | −4−28.6% | Reduced |
| Broadwater Capital Management LLC | 10 | $9.53K | 0.01% | −10,392−99.9% | Reduced |
| Raffa Wealth Management, LLC | 11 | $10.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $10.5K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 11 | $10.5K | 0.01% | +4+57.1% | Added |
| CBIZ Investment Advisory Services, LLC | 11 | $10.5K | 0.00% | +9+450.0% | Added |
| T. Rowe Price Investment Management, Inc. | 11 | $11.0K | 0.00% | +11 | New |
| Evelyn Partners Asset Management Ltd | 12 | $11.4K | 0.00% | +12 | New |
| Clal Insurance Enterprises Holdings Ltd | 13 | $12.0K | 0.00% | +1+8.3% | Added |
| UMA Financial Services, Inc. | 13 | $12.4K | 0.00% | +13 | New |
| JPL Wealth Management, LLC | 13 | $12.4K | 0.00% | +13 | New |
| Activest Wealth Management | 14 | $13.3K | 0.00% | +8+133.3% | Added |
| Armstrong Advisory Group, Inc | 14 | $13.3K | 0.00% | −1−6.7% | Reduced |
| Sunbelt Securities, Inc. | 15 | $14.3K | 0.00% | +2+15.4% | Added |
| Sofos Investments, Inc. | 15 | $14.6K | 0.00% | +15 | New |
| Roble, Belko & Company, Inc | 16 | $15.0K | 0.00% | +16 | New |
| Atlantic Edge Private Wealth Management, LLC | 16 | $15.2K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 17 | $16.0K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 17 | $16.2K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 17 | $16.2K | 0.00% | +17 | New |
| Old Second National Bank of Aurora | 18 | $17.2K | 0.00% | 00.0% | Unchanged |