| HighMark Wealth Management LLC | 1 | $304 | 0.00% | +1 | Added |
| ROSS\JOHNSON & Associates LLC | 2 | $580 | 0.01% | −30−93.8% | Reduced |
| Bridge Generations Wealth Management LLC | 4 | $1.16K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 11 | $3.26K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 15 | $4.35K | 0.00% | +15 | New |
| Family CFO Inc | 21 | $6.09K | 0.00% | +21 | New |
| PMV Capital Advisers, LLC | 22 | $6.38K | 0.01% | −228−91.2% | Reduced |
| POM Investment Strategies, LLC | 24 | $6.96K | 0.00% | −40−62.5% | Reduced |
| Kessler Investment Group, LLC | 26 | $7.77K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 29 | $8.41K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 31 | $8.93K | 0.00% | +31 | New |
| Friedenthal Financial | 33 | $9.57K | 0.01% | +33 | New |
| LGT Financial Advisors LLC | 45 | $13.0K | 0.03% | 00.0% | Unchanged |
| PayPay Securities Corp | 47 | $13.6K | 0.67% | −8−14.5% | Reduced |
| Minot DeBlois Advisors LLC | 50 | $14.5K | 0.01% | −10−16.7% | Reduced |
| Cedar Wealth Management, LLC | 51 | $14.8K | 0.01% | +27+112.5% | Added |
| Family Legacy Financial Solutions, LLC | 54 | $15.7K | 0.01% | +54 | New |
| Delos Wealth Advisors, LLC | 64 | $18.6K | 0.01% | +64 | New |
| JDM Financial Group LLC | 65 | $18.8K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 71 | $20.6K | 0.01% | −73−50.7% | Reduced |
| Fairman Group, LLC | 78 | $22.5K | 0.02% | +1+1.3% | Added |
| HFM Investment Advisors, LLC | 87 | $25.2K | 0.01% | +32+58.2% | Added |
| Advantage Trust Co | 90 | $26.1K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 91 | $26.4K | 0.03% | +91 | New |
| Goodman Advisory Group, LLC | 93 | $27.0K | 0.01% | 00.0% | Unchanged |
| 10Elms LLP | 100 | $29.0K | 0.03% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 110 | $31.9K | 0.12% | +90+450.0% | Added |
| MPWM Advisory Solutions, LLC | 111 | $32.2K | 0.02% | −206−65.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 116 | $33.6K | 0.04% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 120 | $34.8K | 0.03% | 00.0% | Unchanged |
| Team Financial Group, LLC | 121 | $35.1K | 0.02% | +121 | New |
| Breakwater Investment Management | 127 | $36.8K | 0.01% | 00.0% | Unchanged |
| Ryan Investment Management, Inc. | 127 | $36.8K | 0.02% | +127 | New |
| Westend Capital Management, LLC | 135 | $39.1K | 0.01% | +33+32.4% | Added |
| Clear Investment Research, LLC | 136 | $39.5K | 0.05% | +1+0.7% | Added |
| Prudent Man Investment Management, Inc. | 178 | $42.7K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 149 | $43.2K | 0.02% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 151 | $43.8K | 0.03% | 00.0% | Unchanged |
| SWAN Capital LLC | 155 | $44.9K | 0.02% | +30+24.0% | Added |
| Christopher J. Hasenberg, Inc | 156 | $45.2K | 0.02% | +106+212.0% | Added |
| Investment Counsel Co of Nevada | 157 | $45.6K | 0.09% | +1+0.6% | Added |
| Morton Brown Family Wealth, LLC | 163 | $47.1K | 0.01% | +1+0.6% | Added |
| Midwest Capital Advisors, LLC | 180 | $52.1K | 0.03% | 00.0% | Unchanged |
| Curat Global, LLC | 180 | $52.2K | 0.05% | +45+33.3% | Added |
| Horizons Wealth Management | 185 | $53.6K | 0.04% | −15−7.5% | Reduced |
| Kathleen S. Wright Associates Inc. | 200 | $58.0K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 201 | $58.3K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 201 | $58.3K | 0.03% | +20+11.0% | Added |
| Bear Mountain Capital, Inc. | 202 | $58.8K | 0.02% | −15−6.9% | Reduced |
| Innovative Advisory Group, LLC | 210 | $60.9K | 0.05% | +135+180.0% | Added |
| Horizon Financial Services, LLC | 210 | $60.9K | 0.03% | +7+3.4% | Added |
| Ulland Investment Advisors, LLC | 209 | $61.0K | 0.05% | −175−45.6% | Reduced |
| Clarity Asset Management, Inc. | 217 | $62.9K | 0.04% | +101+87.1% | Added |
| Cedar Mountain Advisors, LLC | 218 | $63.2K | 0.01% | 00.0% | Unchanged |
| Sagard Holdings Management Inc. | 222 | $64.4K | 0.18% | +222 | New |
| Redmont Wealth Advisors LLC | 228 | $66.1K | 0.10% | +159+230.4% | Added |
| Disciplina Capital Management LLC | 234 | $67.8K | 0.01% | −18−7.1% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 234 | $67.8K | 0.04% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 242 | $70.0K | 0.05% | +42+21.0% | Added |
| Pineridge Advisors LLC | 246 | $71.4K | 0.03% | +11+4.7% | Added |
| Capital A Wealth Management, LLC | 442 | $75.2K | 0.85% | +164+59.0% | Added |
| Evolution Wealth Management Inc. | 265 | $76.8K | 0.09% | +265 | New |
| Clal Insurance Enterprises Holdings Ltd | 264 | $77.0K | 0.00% | −52−16.5% | Reduced |
| Tower View Investment Management & Research LLC | 279 | $80.9K | 0.04% | +2+0.7% | Added |
| Veritas Investment Partners (UK) Ltd. | 280 | $81.2K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 293 | $84.9K | 0.00% | −26−8.2% | Reduced |
| Montag & Caldwell, LLC | 300 | $87.0K | 0.02% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 300 | $87.0K | 0.11% | +300 | New |
| Anfield Capital Management, LLC | 304 | $88.1K | 0.03% | +6+2.0% | Added |
| Kings Path Partners LLC | 311 | $90.2K | 0.04% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 313 | $90.7K | 0.05% | −73−18.9% | Reduced |
| Retirement Wealth Solutions LLC | 313 | $90.8K | 0.07% | 00.0% | Unchanged |
| Robbins Farley LLC | 323 | $93.6K | 0.04% | −23−6.6% | Reduced |
| Bare Financial Services, Inc | 331 | $96.0K | 0.03% | +106+47.1% | Added |
| Copia Wealth Management | 341 | $98.9K | 0.08% | +7+2.1% | Added |
| Kilter Group LLC | 342 | $99.2K | 0.05% | +342 | New |
| Financial Gravity Companies, Inc. | 365 | $105.8K | 0.02% | +365 | New |
| Robinswood Financial LLC | 377 | $109.5K | 0.04% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 393 | $113.9K | 0.05% | +393 | New |
| Pingora Partners LLC | 395 | $114.5K | 0.09% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 396 | $114.9K | 0.06% | +154+63.6% | Added |
| Legacy Investment Solutions, LLC | 396 | $114.9K | 0.06% | +396 | New |
| Marquette Asset Management, LLC | 400 | $116.0K | 0.02% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 403 | $116.0K | 0.05% | +60+17.5% | Added |
| DiNuzzo Private Wealth, Inc. | 406 | $117.7K | 0.01% | +3+0.7% | Added |
| Red Tortoise LLC | 412 | $119.3K | 0.06% | +1+0.2% | Added |
| True Wealth Design, LLC | 415 | $120.4K | 0.04% | +23+5.9% | Added |
| Northwest Capital Management Inc | 422 | $122.3K | 0.07% | −37−8.1% | Reduced |
| Inlight Wealth Management, LLC | 427 | $123.8K | 0.06% | 00.0% | Unchanged |
| Main Street Group, LTD | 429 | $124.4K | 0.04% | −40−8.5% | Reduced |
| Painted Porch Advisors LLC | 430 | $124.5K | 0.05% | −10−2.3% | Reduced |
| Miller Wealth Advisors, LLC | 430 | $124.7K | 0.06% | 00.0% | Unchanged |
| Curio Wealth, LLC | 442 | $128.0K | 0.06% | +438+10,950.0% | Added |
| Ridgewood Investments LLC | 453 | $131.4K | 0.06% | 00.0% | Unchanged |
| Clark Wealth Partners | 467 | $135.4K | 0.09% | +5+1.1% | Added |
| Parkworth Wealth Management, Inc. | 472 | $136.7K | 0.10% | +46+10.8% | Added |
| Wood Tarver Financial Group, LLC | 497 | $143.0K | 0.04% | +45+10.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 496 | $143.8K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 500 | $145.0K | 0.11% | −1−0.2% | Reduced |
| Winnow Wealth LLC | 500 | $145.0K | 0.11% | +411+461.8% | Added |
