| Bellwether Advisors, LLC | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $87 | 0.00% | +1 | New |
| Heritage Wealth Advisors | 2 | $193 | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 3 | $262 | 0.00% | −33,806−100.0% | Reduced |
| Silicon Valley Capital Partners | 4 | $320 | 0.00% | −108−96.4% | Reduced |
| Lowe Wealth Advisors, LLC | 9 | $785 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 10 | $872 | 0.00% | +10 | New |
| IMA Wealth, Inc. | 11 | $967 | 0.00% | +11 | New |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $1.05K | 0.00% | +4+50.0% | Added |
| WealthTrak Capital Management LLC | 15 | $1.31K | 0.00% | −5−25.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 15 | $1.31K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 16 | $1.42K | 0.00% | +16 | New |
| Tidemark, LLC | 17 | $1.48K | 0.00% | +17 | New |
| Morton Brown Family Wealth, LLC | 19 | $1.66K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 20 | $1.76K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 22 | $1.81K | 0.02% | −24−52.2% | Reduced |
| Granite FO LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 24 | $2.09K | 0.00% | +8+50.0% | Added |
| Quaker Wealth Management, LLC | 24 | $2.09K | 0.00% | +24 | New |
| Founders Capital Management | 25 | $2.18K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 28 | $2.44K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 28 | $2.60K | 0.00% | −189−87.1% | Reduced |
| Legacy Wealth Managment, LLC | 30 | $2.62K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 30 | $2.62K | 0.00% | +30 | New |
| RMG Wealth Management LLC | 30 | $2.69K | 0.00% | +30 | New |
| IMG Wealth Management, Inc. | 31 | $2.70K | 0.00% | +31 | New |
| PayPay Securities Corp | 32 | $2.79K | 0.14% | −5−13.5% | Reduced |
| Global Wealth Strategies & Associates | 33 | $2.88K | 0.00% | 00.0% | Unchanged |
| Cooksen Wealth, LLC | 33 | $2.88K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 33 | $2.88K | 0.00% | +17+106.3% | Added |
| Bay Harbor Wealth Management, LLC | 34 | $2.99K | 0.00% | +11+47.8% | Added |
| Moser Wealth Advisors, LLC | 35 | $3.05K | 0.00% | +35 | New |
| Total Investment Management Inc | 37 | $3.23K | 0.00% | +37 | New |
| Trifecta Capital Advisors, LLC | 37 | $3.23K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 39 | $3.40K | 0.00% | +28+254.5% | Added |
| Clarity Asset Management, Inc. | 40 | $3.46K | 0.00% | +1+2.6% | Added |
| Winnow Wealth LLC | 40 | $3.49K | 0.00% | −85−68.0% | Reduced |
| Accordant Advisory Group Inc | 40 | $3.49K | 0.00% | +40 | New |
| WFA Asset Management Corp | 50 | $3.94K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 45 | $3.96K | 0.00% | +11+32.4% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 46 | $4.01K | 0.00% | +45+4,500.0% | Added |
| Main Street Group, LTD | 47 | $4.10K | 0.00% | −65−58.0% | Reduced |
| Cedar Mountain Advisors, LLC | 50 | $4.36K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Designers | 50 | $4.36K | 0.01% | +50 | New |
| Bellevue Asset Management, LLC | 55 | $4.79K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 56 | $4.88K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 56 | $4.88K | 0.00% | +56 | New |
| Horizon Bancorp Inc | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 54 | $5.00K | 0.00% | +1+1.9% | Added |
| Stone House Investment Management, LLC | 60 | $5.23K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 60 | $5.23K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 64 | $5.58K | 0.00% | +64 | New |
| Quest 10 Wealth Builders, Inc. | 64 | $5.62K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 67 | $5.84K | 0.00% | −5−6.9% | Reduced |
| Kozak & Associates, Inc. | 66 | $5.87K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 68 | $5.93K | 0.00% | −304−81.7% | Reduced |
| Financial Connections Group, Inc. | 74 | $6.00K | 0.00% | +74 | New |
| Inlight Wealth Management, LLC | 71 | $6.19K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 73 | $6.36K | 0.00% | +73 | New |
| New Millennium Group LLC | 80 | $7.00K | 0.00% | −66−45.2% | Reduced |
| Gs Investments, Inc. | 82 | $7.15K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 82 | $7.15K | 0.00% | +17+26.2% | Added |
| SWAN Capital LLC | 86 | $7.50K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 88 | $7.67K | 0.00% | 00.0% | Unchanged |
| 1248 Management, LLC | 94 | $8.26K | 0.00% | −189−66.8% | Reduced |
| Missouri Trust & Investment Co | 100 | $8.72K | 0.00% | −182−64.5% | Reduced |
| Chesapeake Asset Management LLC | 100 | $8.72K | 0.01% | −5−4.8% | Reduced |
| Pittenger & Anderson Inc | 100 | $8.72K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 100 | $8.72K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 100 | $8.72K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 100 | $8.72K | 0.00% | +100 | New |
| Reyes Financial Architecture, Inc. | 100 | $8.72K | 0.01% | +100 | New |
| West Branch Capital LLC | 102 | $8.87K | 0.00% | +1+1.0% | Added |
| Gables Capital Management Inc. | 103 | $8.98K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 108 | $9.00K | 0.00% | −8,778−98.8% | Reduced |
| Clean Yield Group | 105 | $9.15K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 106 | $9.24K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 109 | $9.50K | 0.00% | −93−46.0% | Reduced |
| Fortitude Family Office, LLC | 113 | $9.85K | 0.00% | −226−66.7% | Reduced |
| WD Rutherford LLC | 115 | $10.0K | 0.00% | +115 | New |
| WFA of San Diego, LLC | 120 | $10.5K | 0.01% | +120 | New |
| Hollencrest Capital Management | 121 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 125 | $10.9K | 0.00% | +96+331.0% | Added |
| Resources Management Corp | 125 | $11.0K | 0.00% | −300−70.6% | Reduced |
| Sagard Holdings Management Inc. | 127 | $11.1K | 0.03% | +127 | New |
| Mid-American Wealth Advisory Group, Inc. | 131 | $11.4K | 0.01% | +131 | New |
| Dogwood Wealth Management LLC | 130 | $11.5K | 0.01% | +19+17.1% | Added |
| CBIZ Investment Advisory Services, LLC | 132 | $11.6K | 0.00% | −123−48.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 138 | $12.0K | 0.00% | −15−9.8% | Reduced |
| Accredited Wealth Management, LLC | 139 | $12.2K | 0.01% | −10−6.7% | Reduced |
| Iron Horse Wealth Management, LLC | 143 | $12.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 145 | $12.6K | 0.00% | +16+12.4% | Added |
| TD Capital Management LLC | 155 | $13.5K | 0.00% | +155 | New |
| Union Savings Bank | 150 | $13.5K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 159 | $13.9K | 0.00% | −14−8.1% | Reduced |
| Garde Capital, Inc. | 160 | $13.9K | 0.00% | +100+166.7% | Added |
| Red Tortoise LLC | 162 | $14.1K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 171 | $14.9K | 0.01% | 00.0% | Unchanged |