| Kerr Financial Planning Corp | 3 | $53 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 4 | $75 | 0.00% | −3−42.9% | Reduced |
| TFC Financial Management | 5 | $94 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 10 | $186 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $186 | 0.00% | +7+233.3% | Added |
| Principia Wealth Advisory, LLC | 10 | $186 | 0.00% | +10 | New |
| Indiana Trust & Investment Management CO | 11 | $205 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $224 | 0.00% | +12 | New |
| True Wealth Design, LLC | 13 | $243 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 15 | $279 | 0.00% | +15 | New |
| American Capital Advisory, LLC | 17 | $317 | 0.00% | +17 | New |
| Curio Wealth, LLC | 19 | $354 | 0.00% | +19 | New |
| Signature Equity Partners, LLC | 20 | $373 | 0.00% | +20 | New |
| Anfield Capital Management, LLC | 22 | $410 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 22 | $410 | 0.00% | +22 | New |
| Dunhill Financial, LLC | 25 | $477 | 0.00% | +16+177.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 29 | $545 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 31 | $578 | 0.00% | +31 | New |
| Cedar Mountain Advisors, LLC | 34 | $633 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 34 | $634 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 38 | $708 | 0.00% | +28+280.0% | Added |
| Quarry LP | 39 | $727 | 0.00% | +26+200.0% | Added |
| Godfrey Financial Associates, Inc. | 40 | $745 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 40 | $746 | 0.00% | +40 | New |
| Caitong International Asset Management Co., Ltd | 43 | $801 | 0.00% | −59,853−99.9% | Reduced |
| Innovative Asset Advisors Group, LLC | 44 | $820 | 0.00% | +44 | New |
| SHP Wealth Management | 46 | $857 | 0.00% | +46 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 49 | $913 | 0.00% | +1+2.1% | Added |
| HFM Investment Advisors, LLC | 50 | $932 | 0.00% | +6+13.6% | Added |
| Marquette Asset Management, LLC | 50 | $932 | 0.00% | +50 | New |
| Vermillion Wealth Management, Inc. | 55 | $1.02K | 0.00% | +55 | New |
| HHM Wealth Advisors, LLC | 81 | $1.51K | 0.00% | +81 | New |
| Rosenberg Matthew Hamilton | 92 | $1.71K | 0.00% | −56−37.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 97 | $1.81K | 0.00% | +44+83.0% | Added |
| Gen-Wealth Partners Inc | 100 | $1.86K | 0.00% | −3,400−97.1% | Reduced |
| SWAN Capital LLC | 100 | $1.86K | 0.00% | −100−50.0% | Reduced |
| SOA Wealth Advisors, LLC. | 104 | $1.93K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 107 | $1.99K | 0.00% | +36+50.7% | Added |
| Valley National Advisers Inc | 149 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 116 | $2.16K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 116 | $2.16K | 0.00% | +116 | New |
| Sachetta, LLC | 117 | $2.18K | 0.00% | +117 | New |
| DiNuzzo Private Wealth, Inc. | 123 | $2.29K | 0.00% | +6+5.1% | Added |
| BankPlus Trust Department | 142 | $2.65K | 0.00% | +142 | New |
| Clearstead Advisors, LLC | 148 | $2.76K | 0.00% | −2,079−93.4% | Reduced |
| Vision Financial Markets LLC | 166 | $3.08K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $3.41K | 0.00% | +200 | New |
| Rialto Wealth Management, LLC | 187 | $3.48K | 0.00% | +124+196.8% | Added |
| JPL Wealth Management, LLC | 190 | $3.54K | 0.00% | +190 | New |
| Caitlin John, LLC | 200 | $3.73K | 0.00% | −3,600−94.7% | Reduced |
| Danske Bank A/S | 200 | $3.73K | 0.00% | −3,500−94.6% | Reduced |
| Archer Investment Corp | 210 | $3.91K | 0.00% | +210 | New |
| Sankala Group LLC | 232 | $4.18K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 225 | $4.19K | 0.00% | +100+80.0% | Added |
| Creative Financial Designs Inc | 225 | $4.19K | 0.00% | +225 | New |
| C M Bidwell & Associates Ltd | 227 | $4.23K | 0.00% | +227 | New |
| UMA Financial Services, Inc. | 253 | $4.71K | 0.00% | −39−13.4% | Reduced |
| Westside Investment Management, Inc. | 250 | $4.79K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 260 | $4.84K | 0.00% | +145+126.1% | Added |
| Bell Investment Advisors, Inc | 263 | $4.90K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 275 | $5.28K | 0.00% | −240−46.6% | Reduced |
| Kilter Group LLC | 294 | $5.48K | 0.00% | +5+1.7% | Added |
| Dogwood Wealth Management LLC | 295 | $5.50K | 0.00% | +258+697.3% | Added |
| Hoey Investments, Inc | 300 | $5.59K | 0.00% | +300 | New |
| Compagnie Lombard Odier SCmA | 300 | $5.59K | 0.00% | +300 | New |
| Covestor Ltd | 320 | $6.00K | 0.00% | +71+28.5% | Added |
| Bank & Trust Co | 340 | $6.33K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 360 | $6.71K | 0.00% | −23−6.0% | Reduced |
| Private Wealth Management Group, LLC | 415 | $7.73K | 0.00% | −20−4.6% | Reduced |
| Adviser Investments LLC | 12,139 | $8.83K | 0.00% | +12,139 | New |
| Fortitude Family Office, LLC | 492 | $9.17K | 0.00% | +291+144.8% | Added |
| Evolution Wealth Management Inc. | 500 | $9.31K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 500 | $9.31K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 525 | $9.79K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 536 | $9.99K | 0.00% | +38+7.6% | Added |
| Bare Financial Services, Inc | 546 | $10.2K | 0.00% | +79+16.9% | Added |
| Farmers & Merchants Investments Inc | 570 | $10.6K | 0.00% | +20+3.6% | Added |
| North Star Investment Management Corp. | 627 | $11.7K | 0.00% | +627 | New |
| Oakworth Capital, Inc. | 650 | $12.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 702 | $13.1K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 734 | $13.7K | 0.00% | +409+125.8% | Added |
| Copia Wealth Management | 754 | $14.0K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 760 | $14.2K | 0.00% | +760 | New |
| Essential Partners LLC | 792 | $14.8K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 794 | $14.8K | 0.01% | +794 | New |
| CVA Family Office, LLC | 828 | $15.4K | 0.00% | +791+2,137.8% | Added |
| Allianz SE | 865 | $16.1K | 0.00% | −1,136−56.8% | Reduced |
| Golden State Equity Partners | 899 | $16.7K | 0.00% | +899 | New |
| NBC Securities, Inc. | 925 | $17.2K | 0.00% | −755−44.9% | Reduced |
| DAGCO, Inc. | 972 | $18.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 996 | $18.6K | 0.00% | +19+1.9% | Added |
| Sofos Investments, Inc. | 1,000 | $18.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,101 | $20.5K | 0.00% | +600+119.8% | Added |
| Zions Bancorporation, National Association | 1,185 | $22.1K | 0.00% | +95+8.7% | Added |
| Basecamp Wealth Advisors LLC | 1,201 | $22.4K | 0.00% | −124−9.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,307 | $24.4K | 0.00% | +1,124+614.2% | Added |
| MCF Advisors LLC | 1,400 | $26.1K | 0.00% | +1,100+366.7% | Added |
| Versant Capital Management, Inc | 1,433 | $26.7K | 0.00% | +215+17.7% | Added |
| Massmutual Trust Co FSB | 1,439 | $26.8K | 0.00% | +12+0.8% | Added |
| IFP Advisors, Inc | 1,469 | $27.4K | 0.00% | +435+42.1% | Added |
