| VitalStone Financial, LLC | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $292 | 0.00% | +2+200.0% | Added |
| Global Wealth Strategies & Associates | 4 | $389 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 5 | $486 | 0.00% | −260−98.1% | Reduced |
| State of Wyoming | 6 | $583 | 0.00% | +2+50.0% | Added |
| ClariVest Asset Management LLC | 7 | $670 | 0.00% | +3+75.0% | Added |
| Innealta Capital, LLC | 9 | $875 | 0.00% | +9 | New |
| Caitlin John, LLC | 10 | $972 | 0.00% | +7+233.3% | Added |
| Strengthening Families & Communities, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Aspire Private Capital, LLC | 13 | $1.23K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 13 | $1.26K | 0.00% | −19−59.4% | Reduced |
| Kessler Investment Group, LLC | 15 | $1.46K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 17 | $1.65K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 17 | $1.65K | 0.00% | −65−79.3% | Reduced |
| Horizons Wealth Management | 17 | $1.74K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 21 | $2.04K | 0.00% | +16+320.0% | Added |
| Kings Path Partners LLC | 22 | $2.14K | 0.00% | +22 | New |
| Naples Money Management LLC | 23 | $2.28K | 0.00% | +23 | New |
| Acima Private Wealth, LLC | 26 | $2.53K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 29 | $2.82K | 0.00% | +29 | New |
| FPC Investment Advisory, Inc. | 27 | $2.89K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 40 | $3.89K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 47 | $4.57K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 47 | $4.66K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 49 | $4.76K | 0.00% | −61−55.5% | Reduced |
| Evermay Wealth Management LLC | 52 | $5.05K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 56 | $5.44K | 0.00% | +56 | New |
| Your Advocates Ltd., LLP | 56 | $5.44K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 57 | $5.54K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 62 | $6.03K | 0.00% | +46+287.5% | Added |
| Anfield Capital Management, LLC | 62 | $6.03K | 0.00% | +62 | New |
| SJS Investment Consulting Inc. | 68 | $6.61K | 0.00% | −2−2.9% | Reduced |
| Beacon Capital Management, LLC | 69 | $6.67K | 0.00% | −387−84.9% | Reduced |
| Stone House Investment Management, LLC | 70 | $6.80K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 70 | $6.80K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $6.80K | 0.01% | – | New |
| Arcadia Investment Management Corp | 70 | $6.80K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 77 | $7.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 72 | $7.01K | 0.00% | +24+50.0% | Added |
| First Community Trust NA | 73 | $7.09K | 0.01% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 74 | $7.19K | 0.00% | −1,803−96.1% | Reduced |
| Salomon & Ludwin, LLC | 77 | $7.48K | 0.00% | −544−87.6% | Reduced |
| Unique Wealth Strategies, LLC | 83 | $7.82K | 0.00% | +83 | New |
| DiNuzzo Private Wealth, Inc. | 81 | $7.87K | 0.00% | +10+14.1% | Added |
| Chesapeake Asset Management LLC | 83 | $8.07K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 84 | $8.16K | 0.68% | −8−8.7% | Reduced |
| Atwood & Palmer Inc | 85 | $8.26K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 87 | $8.46K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 97 | $8.93K | 0.00% | +17+21.3% | Added |
| Birchbrook, Inc. | 92 | $8.97K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 95 | $9.23K | 0.02% | +95 | New |
| Focused Wealth Management, Inc | 102 | $9.90K | 0.00% | +102 | New |
| Hantz Financial Services, Inc. | 104 | $10.0K | 0.00% | +100+2,500.0% | Added |
| Laurel Wealth Advisors LLC | 104 | $10.1K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 105 | $10.2K | 0.00% | +101+2,525.0% | Added |
| Fairway Wealth LLC | 109 | $10.6K | 0.01% | +109 | New |
| Raffa Wealth Management, LLC | 111 | $10.8K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 112 | $10.9K | 0.00% | +93+489.5% | Added |
| Nordwand Advisors, LLC | 113 | $11.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 113 | $11.0K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 113 | $11.0K | 0.01% | +1+0.9% | Added |
| Avion Wealth | 115 | $11.0K | 0.00% | −63−35.4% | Reduced |
| Dunhill Financial, LLC | 114 | $11.1K | 0.01% | +2+1.8% | Added |
| NCP Inc. | 116 | $11.2K | 0.01% | +1+0.9% | Added |
| Transcendent Capital Group LLC | 117 | $11.4K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 120 | $11.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 120 | $11.7K | 0.00% | +34+39.5% | Added |
| Ritter Daniher Financial Advisory LLC | 125 | $12.1K | 0.00% | +125 | New |
| Rakuten Securities, Inc. | 126 | $12.2K | 0.01% | +14+12.5% | Added |
| Morton Brown Family Wealth, LLC | 118 | $12.4K | 0.00% | +20+20.4% | Added |
| Penserra Capital Management LLC | 135 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 134 | $13.1K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 135 | $13.1K | 0.00% | +135 | New |
| Redmont Wealth Advisors LLC | 142 | $13.8K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 149 | $14.5K | 0.01% | +45+43.3% | Added |
| Center for Financial Planning, Inc. | 150 | $14.6K | 0.00% | −163−52.1% | Reduced |
| JNBA Financial Advisors | 152 | $14.8K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 154 | $15.0K | 0.01% | +154 | New |
| First PREMIER Bank | 156 | $15.0K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 166 | $16.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 173 | $16.8K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 174 | $16.9K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 175 | $17.0K | 0.00% | +175 | New |
| Colonial Trust Advisors | 176 | $17.1K | 0.00% | −404−69.7% | Reduced |
| Aspect Partners, LLC | 177 | $17.2K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 180 | $17.5K | 0.00% | +2+1.1% | Added |
| Pacific Capital Wealth Advisors, Inc | 181 | $17.6K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 182 | $17.7K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 183 | $17.8K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 186 | $18.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 189 | $18.4K | 0.01% | −255−57.4% | Reduced |
| Red Tortoise LLC | 189 | $18.4K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 192 | $18.7K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 196 | $19.0K | 0.01% | +25+14.6% | Added |
| LRI Investments, LLC | 198 | $19.2K | 0.00% | +105+112.9% | Added |
| Estabrook Capital Management | 200 | $19.4K | 0.00% | −400−66.7% | Reduced |
| Stephens Consulting, LLC | 200 | $19.4K | 0.01% | +75+60.0% | Added |
| WFA of San Diego, LLC | 200 | $19.4K | 0.02% | +200 | New |
| Delos Wealth Advisors, LLC | 205 | $19.9K | 0.02% | 00.0% | Unchanged |
