| VitalStone Financial, LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| St. Johns Investment Management Company, LLC | 0 | $28 | 0.00% | 0 | Unchanged |
| Spartan Planning & Wealth Management | 2 | $163 | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 3 | $256 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 5 | $408 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5 | $408 | 0.00% | +1+25.0% | Added |
| Raleigh Capital Management Inc. | 5 | $430 | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 12 | $1.00K | 0.00% | −13−52.0% | Reduced |
| Centerpoint Advisors, LLC | 13 | $1.00K | 0.00% | +8+160.0% | Added |
| Tfo-TDC, LLC | 14 | $1.20K | 0.00% | +2+16.7% | Added |
| Horizons Wealth Management | 17 | $1.39K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 22 | $1.80K | 0.00% | +22 | New |
| Magnolia Capital Management Ltd | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 26 | $2.12K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 29 | $2.37K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 30 | $2.45K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 32 | $2.61K | 0.00% | +32 | New |
| Impact Partnership Wealth, LLC | 34 | $2.78K | 0.00% | −261−88.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 38 | $3.10K | 0.00% | +38 | New |
| Cherry Tree Wealth Management, LLC | 40 | $3.27K | 0.00% | −2−4.8% | Reduced |
| Versant Capital Management, Inc | 42 | $3.43K | 0.00% | +22+110.0% | Added |
| Mascoma Wealth Management LLC | 43 | $3.51K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 44 | $3.59K | 0.00% | +44 | New |
| Blume Capital Management, Inc. | 47 | $3.84K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 52 | $4.22K | 0.00% | −864−94.3% | Reduced |
| Tradewinds Capital Management, LLC | 56 | $4.57K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 56 | $4.57K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 81 | $4.64K | 0.22% | +81 | New |
| AllSquare Wealth Management LLC | 60 | $4.90K | 0.00% | −8−11.8% | Reduced |
| Stephenson National Bank & Trust | 67 | $5.47K | 0.00% | +67 | New |
| Aspire Private Capital, LLC | 67 | $5.53K | 0.00% | −28−29.5% | Reduced |
| Arcadia Investment Management Corp | 70 | $5.72K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 70 | $5.72K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 70 | $5.72K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 70 | $5.72K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $5.72K | 0.00% | – | – |
| Financial Synergies Wealth Advisors, Inc. | 70 | $5.72K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 72 | $5.88K | 0.00% | +72 | New |
| Bull Oak Capital, LLC | 75 | $6.13K | 0.01% | +75 | New |
| Perkins Coie Trust Co | 80 | $6.53K | 0.00% | +80 | New |
| First Community Trust NA | 83 | $6.78K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 84 | $6.86K | 0.00% | +84 | New |
| Ancora Advisors, LLC | 86 | $7.02K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 87 | $7.11K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 105 | $8.00K | 0.00% | −94−47.2% | Reduced |
| Morton Brown Family Wealth, LLC | 98 | $8.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 104 | $8.49K | 0.00% | −425−80.3% | Reduced |
| Colonial Trust Advisors | 110 | $8.98K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 115 | $9.00K | 0.00% | +75+187.5% | Added |
| Raffa Wealth Management, LLC | 111 | $9.06K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 113 | $9.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 115 | $9.39K | 0.00% | +38+49.4% | Added |
| General Partner, Inc. | 117 | $9.55K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 120 | $9.80K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 125 | $10.2K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 125 | $10.2K | 0.00% | +125 | New |
| Kelly Financial Services LLC | 133 | $10.9K | 0.00% | +1+0.8% | Added |
| TD Capital Management LLC | 140 | $11.4K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 155 | $12.7K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 156 | $12.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 169 | $13.0K | 0.00% | +3+1.8% | Added |
| First PREMIER Bank | 156 | $13.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 166 | $13.6K | 0.00% | +102+159.4% | Added |
| Horizon Bancorp Inc | 173 | $14.0K | 0.01% | −127−42.3% | Reduced |
| Silicon Valley Capital Partners | 175 | $14.3K | 0.00% | +2+1.2% | Added |
| Iron Horse Wealth Management, LLC | 182 | $14.9K | 0.01% | +182 | New |
| Red Tortoise LLC | 188 | $15.3K | 0.01% | +1+0.5% | Added |
| Barrett & Company, Inc. | 200 | $16.3K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 200 | $16.3K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $16.3K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $16.3K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 200 | $16.3K | 0.00% | +48+31.6% | Added |
| HighMark Wealth Management LLC | 200 | $16.3K | 0.01% | +200 | New |
| Plante Moran Financial Advisors, LLC | 200 | $16.4K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 206 | $16.8K | 0.01% | +2+1.0% | Added |
| Focused Wealth Management, Inc | 208 | $17.0K | 0.00% | +100+92.6% | Added |
| Northwest Investment Counselors, LLC | 225 | $18.4K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 240 | $19.6K | 0.01% | +150+166.7% | Added |
| Legacy Financial Group LLC | 244 | $19.9K | 0.00% | +244 | New |
| Solstein Capital, LLC | 256 | $20.9K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 260 | $21.2K | 0.00% | −670−72.0% | Reduced |
| Flaharty Asset Management, LLC | 271 | $22.1K | 0.00% | +271 | New |
| Miller Wealth Advisors, LLC | 285 | $23.3K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 290 | $23.7K | 0.02% | +36+14.2% | Added |
| Atwood & Palmer Inc | 290 | $23.7K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 293 | $24.0K | 0.01% | 00.0% | Unchanged |
| Provence Wealth Management Group | 294 | $24.0K | 0.01% | −2,186−88.1% | Reduced |
| Column Capital Advisors, LLC | 298 | $24.3K | 0.00% | −6−2.0% | Reduced |
| Islay Capital Management, LLC | 300 | $24.5K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $24.5K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 300 | $24.5K | 0.03% | +300 | New |
| Harel Insurance Investments & Financial Services Ltd. | 311 | $25.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 309 | $25.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 318 | $26.0K | 0.01% | −30−8.6% | Reduced |
| Johnson Midwest Financial, LLC | 324 | $26.5K | 0.06% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 328 | $26.8K | 0.01% | +143+77.3% | Added |
| Sittner & Nelson, LLC | 333 | $27.2K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 334 | $27.3K | 0.01% | +1+0.3% | Added |
| RVW Wealth, LLC | 336 | $27.4K | 0.00% | +336 | New |