| Acumen Wealth Advisors, LLC | 0 | $25 | 0.00% | 0 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 0 | $54 | 0.00% | 0 | New |
| Meeder Asset Management Inc | 1 | $56 | 0.00% | −386−99.7% | Reduced |
| Redwood Park Advisors LLC | 2 | $113 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 2 | $113 | 0.00% | +2 | New |
| RMG Wealth Management LLC | 2 | $139 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3 | $169 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 3 | $169 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 4 | $225 | 0.00% | −1,089−99.6% | Reduced |
| Davis Capital Management | 5 | $282 | 0.00% | −11−68.8% | Reduced |
| Luken Investment Analytics, LLC | 5 | $282 | 0.00% | +5 | New |
| Networth Advisors, LLC | 5 | $282 | 0.00% | +5 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 6 | $363 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 8 | $451 | 0.00% | +8 | New |
| Systematic Financial Management LP | 9 | $507 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 9 | $508 | 0.00% | +9 | New |
| Anfield Capital Management, LLC | 10 | $564 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $564 | 0.00% | +10 | New |
| High Note Wealth, LLC | 12 | $676 | 0.00% | +6+100.0% | Added |
| Godfrey Financial Associates, Inc. | 12 | $676 | 0.00% | +12 | New |
| American Capital Advisory, LLC | 13 | $733 | 0.00% | −3−18.8% | Reduced |
| Retirement Wealth Solutions LLC | 13 | $733 | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 14 | $774 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 16 | $902 | 0.00% | +7+77.8% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 15 | $918 | 0.00% | +15 | New |
| Winnow Wealth LLC | 17 | $969 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 18 | $1.01K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 19 | $1.10K | 0.00% | +19 | New |
| Chilton Capital Management LLC | 20 | $1.13K | 0.00% | +20 | New |
| GHP Investment Advisors, Inc. | 21 | $1.18K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 22 | $1.24K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 22 | $1.26K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 23 | $1.30K | 0.00% | +23 | New |
| Hughes Financial Services, LLC | 24 | $1.35K | 0.00% | −32−57.1% | Reduced |
| Arcadia Investment Management Corp | 24 | $1.36K | 0.00% | +9+60.0% | Added |
| Pacific Center for Financial Services | 23 | $1.40K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 25 | $1.41K | 0.00% | +25 | New |
| Atlantic Edge Private Wealth Management, LLC | 25 | $1.41K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 25 | $1.42K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 26 | $1.47K | 0.00% | +26 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 28 | $1.58K | 0.00% | +28 | New |
| S&T Bank | 29 | $1.64K | 0.00% | +2+7.4% | Added |
| Quaker Wealth Management, LLC | 30 | $1.69K | 0.00% | +6+25.0% | Added |
| Mountain Hill Investment Partners Corp. | 40 | $2.24K | 0.00% | +1+2.6% | Added |
| Sfam, LLC | 40 | $2.25K | 0.00% | +40 | New |
| Sachetta, LLC | 41 | $2.32K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 43 | $2.42K | 0.00% | +27+168.8% | Added |
| True Wealth Design, LLC | 44 | $2.48K | 0.00% | −4−8.3% | Reduced |
| Clark Wealth Partners | 44 | $2.48K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 47 | $2.65K | 0.00% | −20−29.9% | Reduced |
| Tradewinds Capital Management, LLC | 47 | $2.65K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 48 | $2.71K | 0.00% | +48 | New |
| IMG Wealth Management, Inc. | 50 | $2.82K | 0.00% | +11+28.2% | Added |
| Clayton Financial Group LLC | 51 | $2.88K | 0.00% | +51 | New |
| TFC Financial Management | 51 | $2.88K | 0.00% | −67−56.8% | Reduced |
| Westfuller Advisors, LLC | 52 | $2.94K | 0.00% | +2+4.0% | Added |
| Motiv8 Investments LLC | 50 | $3.00K | 0.00% | +50 | New |
| Kozak & Associates, Inc. | 52 | $3.01K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 53 | $3.02K | 0.00% | +1+1.9% | Added |
| SWAN Capital LLC | 55 | $3.12K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 58 | $3.27K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 60 | $3.38K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 61 | $3.44K | 0.00% | +61 | New |
| DecisionPoint Financial, LLC | 62 | $3.50K | 0.00% | +54+675.0% | Added |
| Financial Consulate, Inc | 66 | $3.72K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 67 | $3.78K | 0.00% | +67 | New |
| Dogwood Wealth Management LLC | 68 | $3.83K | 0.00% | −216−76.1% | Reduced |
| Paladin Partners, LLC | 70 | $3.95K | 0.00% | +70 | New |
| Signature Equity Partners, LLC | 73 | $4.10K | 0.00% | +73 | New |
| Raffa Wealth Management, LLC | 73 | $4.12K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 74 | $4.17K | 0.00% | +6+8.8% | Added |
| Abound Financial, LLC | 74 | $4.17K | 0.00% | +74 | New |
| Kingdom Financial Group LLC. | 76 | $4.30K | 0.00% | +76 | New |
| CBIZ Investment Advisory Services, LLC | 77 | $4.36K | 0.00% | −77−50.0% | Reduced |
| Advocate Investing Services LLC | 82 | $4.64K | 0.00% | +82 | New |
| Aspect Partners, LLC | 86 | $4.85K | 0.00% | −1,631−95.0% | Reduced |
| Lodestone Wealth Management LLC | 90 | $5.07K | 0.00% | +90 | New |
| Dunhill Financial, LLC | 92 | $5.20K | 0.00% | +39+73.6% | Added |
| McGuire Capital Advisors Inc | 94 | $5.28K | 0.00% | +94 | New |
| WealthCollab, LLC | 95 | $5.36K | 0.00% | +95 | New |
| Marquette Asset Management, LLC | 96 | $5.41K | 0.00% | −80−45.5% | Reduced |
| Mascoma Wealth Management LLC | 97 | $5.47K | 0.00% | +30+44.8% | Added |
| Gables Capital Management Inc. | 100 | $5.64K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 100 | $5.64K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 100 | $5.64K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 103 | $5.81K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 105 | $5.92K | 0.00% | +105 | New |
| Financial Management Professionals, Inc. | 109 | $6.15K | 0.00% | +40+58.0% | Added |
| Johnson Financial Group, Inc. | 109 | $6.17K | 0.00% | −158−59.2% | Reduced |
| Align Financial, LLC | 6,220 | $6.22K | 0.00% | +6,220 | New |
| WPG Advisers, LLC | 115 | $6.48K | 0.00% | +50+76.9% | Added |
| Accent Capital Management, LLC | 120 | $6.80K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 121 | $6.82K | 0.00% | +121 | New |
| Sofos Investments, Inc. | 123 | $6.93K | 0.00% | −66−34.9% | Reduced |
| Jessup Wealth Management, Inc | 125 | $7.05K | 0.00% | +125 | New |
| Abound Wealth Management | 128 | $7.22K | 0.00% | −139−52.1% | Reduced |
| Eq Wealth Advisors, LLC | 130 | $7.33K | 0.00% | +130 | New |
| Fortitude Family Office, LLC | 136 | $7.67K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 136 | $7.67K | 0.00% | 00.0% | Unchanged |