| Wood Tarver Financial Group, LLC | 9 | $0 | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $36 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,830 | $82 | 0.00% | +1,023+126.8% | Added |
| West Branch Capital LLC | 8 | $131 | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 9 | $151 | 0.00% | +9 | New |
| NBC Securities, Inc. | 10 | $162 | 0.01% | −10,831−99.9% | Reduced |
| NVWM, LLC | 10 | $163 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 10 | $163 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 15 | $244 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 17 | $276 | 0.00% | −1,904−99.1% | Reduced |
| WestEnd Advisors, LLC | 17 | $277 | 0.00% | +6+54.5% | Added |
| Creekmur Asset Management LLC | 18 | $293 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 19 | $309 | 0.00% | +19 | New |
| American Capital Advisory, LLC | 25 | $407 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 26 | $421 | 0.00% | +26 | New |
| WPG Advisers, LLC | 27 | $439 | 0.00% | +27 | New |
| Principia Wealth Advisory, LLC | 35 | $569 | 0.00% | +35 | New |
| DHJJ Financial Advisors, Ltd. | 50 | $814 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 50 | $814 | 0.00% | +50 | New |
| WealthTrak Capital Management LLC | 55 | $895 | 0.00% | +55 | New |
| PrairieView Partners, LLC | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 64 | $1.04K | 0.00% | +64 | New |
| Davis Capital Management | 68 | $1.11K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 73 | $1.19K | 0.00% | +73 | New |
| Riverview Trust Co | 76 | $1.24K | 0.00% | +76 | New |
| Raffa Wealth Management, LLC | 89 | $1.45K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 93 | $1.53K | 0.00% | +93 | New |
| Continuum Advisory, LLC | 97 | $1.58K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 96 | $1.58K | 0.00% | −47−32.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 98 | $1.61K | 0.00% | +98 | Added |
| Synergy Financial Management, LLC | 113 | $1.66K | 0.00% | +113 | New |
| Trust Co | 104 | $1.69K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 107 | $1.74K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 113 | $1.84K | 0.00% | +113 | New |
| Prestige Wealth Management Group LLC | 114 | $1.87K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 142 | $2.00K | 0.00% | +17+13.6% | Added |
| Iron Horse Wealth Management, LLC | 130 | $2.12K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 134 | $2.18K | 0.00% | +50+59.5% | Added |
| SJS Investment Consulting Inc. | 135 | $2.20K | 0.00% | +7+5.5% | Added |
| Beaird Harris Wealth Management, LLC | 138 | $2.25K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 146 | $2.38K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 150 | $2.44K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 152 | $2.48K | 0.00% | +152 | New |
| Northwest Capital Management Inc | 160 | $2.60K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 161 | $2.63K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 174 | $2.83K | 0.00% | −54−23.7% | Reduced |
| Stance Capital LLC | 179 | $2.91K | 0.00% | +179 | New |
| Heritage Wealth Advisors | 194 | $3.15K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 200 | $3.25K | 0.00% | +200 | New |
| Fairscale Capital, LLC | 200 | $3.29K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 206 | $3.35K | 0.00% | +206 | New |
| Caldwell Sutter Capital, Inc. | 213 | $3.47K | 0.00% | −45−17.4% | Reduced |
| Truvestments Capital LLC | 218 | $3.55K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 227 | $3.69K | 0.00% | +87+62.1% | Added |
| Rakuten Securities, Inc. | 231 | $3.76K | 0.00% | +223+2,787.5% | Added |
| Harbor Investment Advisory, LLC | 235 | $3.82K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 249 | $4.05K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 258 | $4.20K | 0.00% | +258 | New |
| Private Wealth Management Group, LLC | 262 | $4.26K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 276 | $4.49K | 0.00% | +276 | New |
| NCP Inc. | 300 | $4.88K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 315 | $5.00K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 308 | $5.01K | 0.00% | +308 | New |
| CBIZ Investment Advisory Services, LLC | 307 | $5.02K | 0.00% | +273+802.9% | Added |
| Centricity Wealth Management, LLC | 310 | $5.05K | 0.00% | +310 | New |
| North Star Investment Management Corp. | 340 | $5.53K | 0.00% | −185−35.2% | Reduced |
| Accredited Wealth Management, LLC | 353 | $5.80K | 0.01% | +353 | New |
| SBI Securities Co., Ltd. | 361 | $5.87K | 0.00% | +361 | New |
| Golden State Wealth Management, LLC | 362 | $5.89K | 0.00% | +362 | New |
| Bogart Wealth, LLC | 370 | $6.02K | 0.00% | +370 | New |
| RE Dickinson Investment Advisors, LLC | 376 | $6.20K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 386 | $6.35K | 0.00% | −13−3.3% | Reduced |
| Archer Investment Corp | 400 | $6.51K | 0.00% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 426 | $7.00K | 0.00% | +426 | New |
| Hollencrest Capital Management | 494 | $8.04K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 496 | $8.07K | 0.00% | −69−12.2% | Reduced |
| Independence Bank of Kentucky | 564 | $9.18K | 0.00% | +564 | New |
| Nemes Rush Group LLC | 567 | $9.22K | 0.00% | −1,803−76.1% | Reduced |
| Retirement Wealth Solutions LLC | 609 | $9.76K | 0.01% | +609 | New |
| Bell Investment Advisors, Inc | 611 | $9.94K | 0.00% | −221−26.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 632 | $10.3K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 635 | $10.3K | 0.01% | +635 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 631 | $10.4K | 0.00% | −8,240−92.9% | Reduced |
| HHM Wealth Advisors, LLC | 639 | $10.4K | 0.00% | +136+27.0% | Added |
| Key Financial Inc | 659 | $10.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 671 | $10.9K | 0.00% | +517+335.7% | Added |
| Stonebridge Financial Group, LLC | 680 | $11.1K | 0.00% | +680 | New |
| Frazier Financial Advisors, LLC | 690 | $11.3K | 0.01% | +7+1.0% | Added |
| South State Corp. | 699 | $11.4K | 0.00% | +699 | New |
| CVA Family Office, LLC | 733 | $11.9K | 0.00% | +100+15.8% | Added |
| Trust Co of Vermont | 769 | $12.5K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 769 | $12.6K | 0.00% | −63−7.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 797 | $13.0K | 0.01% | +797 | New |
| GW&K Investment Management, LLC | 863 | $14.0K | 0.00% | −200−18.8% | Reduced |
| Pinnacle Bancorp, Inc. | 936 | $15.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 948 | $15.4K | 0.00% | −386−28.9% | Reduced |
| Richard W. Paul & Associates, LLC | 953 | $15.5K | 0.01% | −186−16.3% | Reduced |
| Barrett & Company, Inc. | 1,000 | $16.3K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 1,000 | $16.3K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 1,000 | $16.3K | 0.01% | 00.0% | Unchanged |