| Financial Life Planners | 1 | $53 | 0.00% | +1 | New |
| Park Square Financial Group, LLC | 2 | $84 | 0.00% | −2,437−99.9% | Reduced |
| New Millennium Group LLC | 4 | $336 | 0.00% | −445−99.1% | Reduced |
| Hoey Investments, Inc | 5 | $420 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 6 | $504 | 0.00% | −10−62.5% | Reduced |
| Bridge Generations Wealth Management LLC | 6 | $504 | 0.00% | 00.0% | Unchanged |
| Mma Asset Management LLC | 12 | $999 | 0.00% | +12 | New |
| DecisionPoint Financial, LLC | 12 | $1.08K | 0.00% | −1,000−98.8% | Reduced |
| HighMark Wealth Management LLC | 14 | $1.21K | 0.00% | −106−88.3% | Reduced |
| Finley Financial, LLC | 21 | $1.76K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 21 | $1.76K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 21 | $1.76K | 0.00% | +21 | New |
| Ball & Co Wealth Management Inc. | 31 | $2.00K | 0.00% | +1+3.3% | Added |
| Family Legacy Financial Solutions, LLC | 24 | $2.01K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 24 | $2.01K | 0.00% | +24 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 27 | $2.27K | 0.00% | +27 | New |
| SIMA Wealth Partners, LLC | 29 | $2.43K | 0.00% | +29 | New |
| Bay Harbor Wealth Management, LLC | 34 | $2.85K | 0.00% | +14+70.0% | Added |
| Clarity Asset Management, Inc. | 38 | $3.19K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 40 | $3.36K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 42 | $3.67K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 45 | $3.78K | 0.00% | −17−27.4% | Reduced |
| Eukles Asset Management | 45 | $3.78K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 46 | $3.89K | 0.14% | −1−2.1% | Reduced |
| ROSS\JOHNSON & Associates LLC | 48 | $4.03K | 0.08% | +24+100.0% | Added |
| Graney & King, LLC | 49 | $4.10K | 0.00% | +1+2.1% | Added |
| Alexis Investment Partners, LLC | 50 | $4.20K | 0.00% | +50 | New |
| Bradley & Co. Private Wealth Management, LLC | 51 | $4.28K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 55 | $4.62K | 0.00% | −175−76.1% | Reduced |
| Burkett Financial Services, LLC | 71 | $5.95K | 0.00% | +1+1.4% | Added |
| Navigoe, LLC | 81 | $6.00K | 0.00% | +16+24.6% | Added |
| POM Investment Strategies, LLC | 73 | $6.13K | 0.00% | +50+217.4% | Added |
| Mendota Financial Group, LLC | 87 | $7.28K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 87 | $7.30K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $8.39K | 0.00% | −82−45.1% | Reduced |
| Miller Wealth Advisors, LLC | 100 | $8.39K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 105 | $9.20K | 0.00% | +5+5.0% | Added |
| WealthCollab, LLC | 110 | $9.23K | 0.00% | +14+14.6% | Added |
| Copia Wealth Management | 111 | $9.32K | 0.01% | −116−51.1% | Reduced |
| Evelyn Partners Asset Management Ltd | 118 | $9.90K | 0.00% | +118 | New |
| Keystone Financial Group, Inc. | 129 | $11.0K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 134 | $11.2K | 0.00% | 00.0% | Unchanged |
| Sagard Holdings Management Inc. | 134 | $11.2K | 0.06% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 138 | $11.6K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 144 | $12.1K | 0.01% | +1+0.7% | Added |
| Altshuler Shaham Ltd | 150 | $12.6K | 0.00% | +150 | New |
| Pension & Wealth Management Advisors, Inc. | 152 | $12.8K | 0.00% | −99−39.4% | Reduced |
| Pineridge Advisors LLC | 156 | $13.1K | 0.00% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 166 | $13.9K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 175 | $14.7K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 176 | $14.8K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 185 | $15.5K | 0.00% | −9−4.6% | Reduced |
| Cypress Capital Management LLC (WY) | 185 | $15.7K | 0.01% | −150−44.8% | Reduced |
| Advantage Trust Co | 200 | $16.8K | 0.01% | −350−63.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 200 | $16.8K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 213 | $17.9K | 0.00% | −72−25.3% | Reduced |
| Sellwood Investment Partners LLC | 215 | $18.0K | 0.01% | +15+7.5% | Added |
| Guerra Advisors Inc | 217 | $18.2K | 0.01% | +217 | New |
| Redmont Wealth Advisors LLC | 222 | $18.6K | 0.03% | −124−35.8% | Reduced |
| Friedenthal Financial | 223 | $18.7K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 234 | $19.6K | 0.06% | +234 | New |
| Cloud Capital Management, LLC | 237 | $20.0K | 0.01% | +237 | New |
| TruNorth Capital Management, LLC | 242 | $20.3K | 0.00% | +70+40.7% | Added |
| Evolution Wealth Management Inc. | 245 | $20.6K | 0.02% | −151−38.1% | Reduced |
| Lowe Wealth Advisors, LLC | 250 | $21.0K | 0.01% | −15−5.7% | Reduced |
| Horizon Financial Services, LLC | 250 | $21.0K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 248 | $21.0K | 0.00% | −21−7.8% | Reduced |
| Pinney & Scofield, Inc. | 252 | $21.1K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 254 | $21.3K | 0.00% | +254 | New |
| Midwest Capital Advisors, LLC | 261 | $21.9K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 261 | $21.9K | 0.01% | +261 | New |
| Western Pacific Wealth Management, LP | 263 | $22.1K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 267 | $22.4K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 285 | $23.9K | 0.02% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 300 | $25.2K | 0.02% | −273−47.6% | Reduced |
| Front Row Advisors LLC | 297 | $25.2K | 0.01% | −81−21.4% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 301 | $25.3K | 0.00% | −447−59.8% | Reduced |
| Anfield Capital Management, LLC | 305 | $25.6K | 0.01% | −16−5.0% | Reduced |
| Darwin Advisors, LLC | 307 | $25.8K | 0.01% | +216+237.4% | Added |
| Keener Financial Planning LLC | 329 | $27.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 327 | $27.4K | 0.00% | −138−29.7% | Reduced |
| Y.D. More Investments Ltd | 1,819 | $28.0K | 0.00% | +1,277+235.6% | Added |
| IMG Wealth Management, Inc. | 342 | $28.7K | 0.02% | 00.0% | Unchanged |
| Horizons Wealth Management | 344 | $28.9K | 0.02% | −27−7.3% | Reduced |
| Curio Wealth, LLC | 345 | $29.0K | 0.01% | −529−60.5% | Reduced |
| Valued Wealth Advisors LLC | 350 | $29.7K | 0.01% | +18+5.4% | Added |
| Barnes Dennig Private Wealth Management LLC | 354 | $29.7K | 0.03% | +266+302.3% | Added |
| Contravisory Investment Management, Inc. | 363 | $30.5K | 0.01% | −320−46.9% | Reduced |
| Winch Advisory Services, LLC | 363 | $30.5K | 0.01% | +1+0.3% | Added |
| Bare Financial Services, Inc | 368 | $30.9K | 0.01% | +2+0.5% | Added |
| United Financial Planning Group LLC | 369 | $31.0K | 0.02% | +369 | New |
| Kilter Group LLC | 369 | $31.0K | 0.01% | +27+7.9% | Added |
| Harvest Fund Management Co., Ltd | 374 | $31.0K | 0.00% | −17−4.3% | Reduced |
| Provenance Wealth Advisors, LLC | 370 | $31.1K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 374 | $31.4K | 0.45% | −190−33.7% | Reduced |
| JDM Financial Group LLC | 400 | $33.6K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 407 | $34.0K | 0.02% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 410 | $34.4K | 0.01% | +410 | New |
| Hurley Capital, LLC | 414 | $34.8K | 0.02% | +17+4.3% | Added |
