| Morse Asset Management, Inc | 0 | $5 | 0.00% | 0 | New |
| MJT & Associates Financial Advisory Group, Inc. | 2 | $91 | 0.00% | +2 | New |
| Copeland Capital Management, LLC | 3 | $136 | 0.00% | +3 | New |
| Kessler Investment Group, LLC | 4 | $181 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 5 | $227 | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 26 | $1.18K | 0.00% | +26 | New |
| Trifecta Capital Advisors, LLC | 27 | $1.23K | 0.00% | −24−47.1% | Reduced |
| GoalVest Advisory LLC | 31 | $1.41K | 0.00% | +31 | New |
| Breakwater Investment Management | 40 | $1.81K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 50 | $2.27K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 55 | $2.50K | 0.00% | −1,787−97.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 62 | $2.81K | 0.05% | +62 | New |
| Bay Harbor Wealth Management, LLC | 65 | $2.95K | 0.00% | +65 | New |
| Noble Wealth Management PBC | 70 | $3.17K | 0.00% | −90−56.3% | Reduced |
| Cooksen Wealth, LLC | 81 | $3.41K | 0.00% | +81 | New |
| HighMark Wealth Management LLC | 76 | $3.45K | 0.00% | +1+1.3% | Added |
| Granite FO LLC | 77 | $3.49K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 81 | $3.67K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 86 | $3.88K | 0.00% | −71−45.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 110 | $4.00K | 0.00% | +35+46.7% | Added |
| Advantage Trust Co | 91 | $4.13K | 0.00% | +91 | New |
| PFG Private Wealth Management, LLC | 93 | $4.22K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 94 | $4.26K | 0.00% | +65+224.1% | Added |
| Horizon Bancorp Inc | 103 | $5.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 113 | $5.13K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 114 | $5.17K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 117 | $5.32K | 0.00% | −48−29.1% | Reduced |
| Toth Financial Advisory Corp | 128 | $5.79K | 0.00% | +18+16.4% | Added |
| Atala Financial Inc | 128 | $5.81K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 130 | $5.90K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 133 | $6.03K | 0.00% | +133 | New |
| Curio Wealth, LLC | 1 | $6.36K | 0.00% | −2,128−100.0% | Reduced |
| PayPay Securities Corp | 146 | $6.63K | 0.38% | +18+14.1% | Added |
| Wood Tarver Financial Group, LLC | 147 | $6.67K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 152 | $6.89K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 157 | $7.00K | 0.00% | +3+1.9% | Added |
| Spurstone Advisory Services, LLC | 161 | $7.30K | 0.14% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 162 | $7.34K | 0.01% | −166−50.6% | Reduced |
| WealthTrak Capital Management LLC | 165 | $7.49K | 0.01% | +150+1,000.0% | Added |
| Islay Capital Management, LLC | 190 | $8.62K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 198 | $8.98K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 200 | $9.07K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 202 | $9.17K | 0.00% | +1+0.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 206 | $9.32K | 0.00% | +206 | New |
| Marquette Asset Management, LLC | 223 | $10.1K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 225 | $10.2K | 0.01% | −201−47.2% | Reduced |
| 1248 Management, LLC | 225 | $10.2K | 0.00% | +225 | New |
| Investment Research & Advisory Group, Inc. | 244 | $11.1K | 0.00% | +144+144.0% | Added |
| High Note Wealth, LLC | 245 | $11.1K | 0.00% | −7−2.8% | Reduced |
| Red Tortoise LLC | 247 | $11.2K | 0.01% | −1,000−80.2% | Reduced |
| Abound Financial, LLC | 247 | $11.2K | 0.01% | +247 | New |
| West Financial Advisors, LLC | 252 | $11.4K | 0.00% | −90−26.3% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 252 | $11.4K | 0.02% | +252 | New |
| Centricity Wealth Management, LLC | 258 | $11.7K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 259 | $11.7K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 260 | $11.8K | 0.00% | +4+1.6% | Added |
| DAGCO, Inc. | 261 | $11.8K | 0.00% | +261 | New |
| Atticus Wealth Management, LLC | 270 | $12.2K | 0.00% | −3,001−91.7% | Reduced |
| Fairman Group, LLC | 315 | $12.4K | 0.01% | +5+1.6% | Added |
| Atwood & Palmer Inc | 287 | $13.0K | 0.00% | −28−8.9% | Reduced |
| Bare Financial Services, Inc | 322 | $14.6K | 0.01% | +32+11.0% | Added |
| Morton Brown Family Wealth, LLC | 324 | $14.7K | 0.00% | −51−13.6% | Reduced |
| Dogwood Wealth Management LLC | 333 | $15.1K | 0.01% | −61−15.5% | Reduced |
| Harvest Fund Management Co., Ltd | 346 | $16.0K | 0.00% | +346 | New |
| Fiduciary Advisors, Inc. | 357 | $16.2K | 0.02% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 738,673 | $16.3K | 0.47% | +117,201+18.9% | Added |
| Westside Investment Management, Inc. | 359 | $16.3K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 361 | $16.4K | 0.01% | +20+5.9% | Added |
| Riggs Asset Managment Co. Inc. | 369 | $16.7K | 0.00% | +47+14.6% | Added |
| Compass Wealth Management LLC | 395 | $17.9K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 418 | $18.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 400 | $18.1K | 0.01% | −125−23.8% | Reduced |
| Anfield Capital Management, LLC | 409 | $18.6K | 0.01% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 424 | $19.0K | 0.01% | +424 | New |
| Greenline Partners, LLC | 423 | $19.2K | 0.00% | −23,993−98.3% | Reduced |
| Burkett Financial Services, LLC | 431 | $19.5K | 0.01% | +7+1.7% | Added |
| ZynergyRetirementPlanningLLC | 489 | $19.6K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 435 | $19.7K | 0.01% | +435 | New |
| Matrix Trust Co | 451 | $20.0K | 0.00% | −85−15.9% | Reduced |
| Harbor Capital Advisors, Inc. | 448 | $20.0K | 0.00% | −41−8.4% | Reduced |
| Pittenger & Anderson Inc | 441 | $20.0K | 0.00% | −442−50.1% | Reduced |
| Kozak & Associates, Inc. | 463 | $20.5K | 0.01% | +8+1.8% | Added |
| Altshuler Shaham Ltd | 452 | $20.5K | 0.00% | −158−25.9% | Reduced |
| Prudent Man Investment Management, Inc. | 520 | $20.8K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 460 | $20.9K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 462 | $21.0K | 0.01% | +189+69.2% | Added |
| Bellwether Advisors, LLC | 464 | $21.0K | 0.00% | −40−7.9% | Reduced |
| Robinswood Financial LLC | 465 | $21.1K | 0.01% | +6+1.3% | Added |
| New Millennium Group LLC | 483 | $21.9K | 0.01% | −98−16.9% | Reduced |
| CGC Financial Services, LLC | 496 | $22.5K | 0.01% | −189−27.6% | Reduced |
| Compass Planning Associates Inc | 499 | $22.6K | 0.02% | +8+1.6% | Added |
| North Ridge Wealth Advisors, Inc. | 500 | $22.7K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 513 | $23.0K | 0.00% | +513 | New |
| Sarver Vrooman Wealth Advisors | 518 | $23.5K | 0.02% | +518 | New |
| DHJJ Financial Advisors, Ltd. | 518 | $23.5K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 526 | $23.9K | 0.00% | +526 | New |
| Dunhill Financial, LLC | 527 | $23.9K | 0.01% | −56−9.6% | Reduced |
| Bernard Wealth Management Corp. | 543 | $24.6K | 0.01% | +243+81.0% | Added |
| Capital A Wealth Management, LLC | 563 | $25.6K | 0.03% | −241−30.0% | Reduced |
