| Avion Wealth | 40 | $0 | 0.00% | −56−58.3% | Reduced |
| Ogorek Anthony Joseph | 40 | $0 | 0.00% | −19−32.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 2 | $50 | 0.00% | −2,333−99.9% | Reduced |
| JFS Wealth Advisors, LLC | 2 | $50 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $124 | 0.00% | −25−83.3% | Reduced |
| Retirement Wealth Solutions LLC | 7 | $165 | 0.00% | +6+600.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $223 | 0.00% | −13−59.1% | Reduced |
| Strengthening Families & Communities, LLC | 9 | $226 | 0.00% | +9 | New |
| Turning Point Benefit Group, Inc. | 10 | $250 | 0.00% | +10 | New |
| Bernard Wealth Management Corp. | 12 | $298 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 13 | $323 | 0.00% | −8−38.1% | Reduced |
| Dunhill Financial, LLC | 16 | $389 | 0.00% | −8−33.3% | Reduced |
| S&T Bank | 18 | $446 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 19 | $471 | 0.00% | +19 | New |
| Financial Consulate, Inc | 19 | $472 | 0.00% | +19 | New |
| Ameriflex Group, Inc. | 20 | $496 | 0.00% | +20 | New |
| Avalon Trust Co | 21 | $521 | 0.00% | −1,974−98.9% | Reduced |
| Rossby Financial, LCC | 23 | $574 | 0.00% | +23 | New |
| Kilter Group LLC | 25 | $620 | 0.00% | +25 | New |
| Highline Wealth Partners LLC | 26 | $642 | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 26 | $645 | 0.00% | +26 | New |
| Guerra Advisors Inc | 30 | $744 | 0.00% | +30 | New |
| Leonteq Securities AG | 31 | $768 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 37 | $918 | 0.00% | −29−43.9% | Reduced |
| Hughes Financial Services, LLC | 43 | $975 | 0.00% | +4+10.3% | Added |
| Innovative Advisory Group, LLC | 40 | $992 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 40 | $992 | 0.00% | +5+14.3% | Added |
| DecisionPoint Financial, LLC | 40 | $998 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 40 | $1.00K | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 42 | $1.04K | 0.00% | +19+82.6% | Added |
| Harbor Asset Planning, Inc. | 43 | $1.07K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 49 | $1.22K | 0.00% | −3−5.8% | Reduced |
| Raffa Wealth Management, LLC | 49 | $1.22K | 0.00% | +28+133.3% | Added |
| Center for Financial Planning, Inc. | 52 | $1.29K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 57 | $1.41K | 0.00% | +57 | New |
| American National Bank | 60 | $1.49K | 0.00% | −12,140−99.5% | Reduced |
| Palisade Asset Management, LLC | 66 | $1.64K | 0.00% | +66 | New |
| Sachetta, LLC | 73 | $1.81K | 0.00% | −3−3.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 77 | $1.91K | 0.00% | +77 | New |
| MV Capital Management, Inc. | 78 | $1.93K | 0.00% | +21+36.8% | Added |
| Key Financial Inc | 91 | $2.27K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 92 | $2.28K | 0.00% | −20−17.9% | Reduced |
| IMG Wealth Management, Inc. | 97 | $2.40K | 0.00% | +29+42.6% | Added |
| SJS Investment Consulting Inc. | 100 | $2.48K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 101 | $2.52K | 0.00% | +101 | New |
| Activest Wealth Management | 106 | $2.63K | 0.00% | +84+381.8% | Added |
| Financial Management Professionals, Inc. | 114 | $2.83K | 0.00% | +62+119.2% | Added |
| Birchbrook, Inc. | 117 | $2.90K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 120 | $2.98K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 135 | $3.00K | 0.00% | −4−2.9% | Reduced |
| Winnow Wealth LLC | 123 | $3.08K | 0.00% | −120,960−99.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 130 | $3.22K | 0.00% | +50+62.5% | Added |
| High Note Wealth, LLC | 144 | $3.57K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 150 | $3.72K | 0.00% | +100+200.0% | Added |
| HHM Wealth Advisors, LLC | 151 | $3.74K | 0.00% | +18+13.5% | Added |
| Howard Hughes Medical Institute | 155 | $3.84K | 0.00% | −1−0.6% | Reduced |
| New Millennium Group LLC | 160 | $3.97K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 160 | $3.97K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 163 | $4.04K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 174 | $4.31K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $4.96K | 0.00% | −600−75.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 207 | $5.13K | 0.00% | +13+6.7% | Added |
| Breakwater Investment Management | 214 | $5.31K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 217 | $5.37K | 0.00% | +2+0.9% | Added |
| Byrne Asset Management LLC | 225 | $5.58K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 233 | $5.78K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 239 | $5.92K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 241 | $5.97K | 0.00% | +177+276.6% | Added |
| Coston, McIsaac & Partners | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 243 | $6.02K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 246 | $6.10K | 0.00% | +246 | New |
| Golden State Wealth Management, LLC | 268 | $6.65K | 0.00% | +2+0.8% | Added |
| City Holding Co | 270 | $6.69K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 273 | $6.77K | 0.01% | −41−13.1% | Reduced |
| Tower Trust & Investment Co | 281 | $6.96K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 281 | $6.97K | 0.00% | +281 | New |
| Princeton Global Asset Management LLC | 296 | $7.34K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $7.44K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 302 | $7.49K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 303 | $7.51K | 0.01% | −21−6.5% | Reduced |
| Private Wealth Management Group, LLC | 311 | $7.71K | 0.00% | +110+54.7% | Added |
| Medallion Wealth Advisors, LLC | 320 | $7.93K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 320 | $7.93K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 344 | $8.15K | 0.00% | +309+882.9% | Added |
| Ritter Daniher Financial Advisory LLC | 331 | $8.21K | 0.00% | +331 | New |
| Piscataqua Savings Bank | 340 | $8.43K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 350 | $8.68K | 0.00% | −359−50.6% | Reduced |
| Tortoise Investment Management, LLC | 350 | $8.68K | 0.00% | −7−2.0% | Reduced |
| TD Private Client Wealth LLC | 358 | $8.88K | 0.00% | +15+4.4% | Added |
| ORG Partners LLC | 360 | $8.92K | 0.00% | +79+28.1% | Added |
| Root Financial Partners, LLC | 389 | $9.64K | 0.00% | +389 | New |
| Coastline Trust Co | 399 | $9.89K | 0.00% | +74+22.8% | Added |
| Armstrong Advisory Group, Inc | 400 | $9.92K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 411 | $10.2K | 0.00% | +21+5.4% | Added |
| Rise Advisors, LLC | 433 | $10.7K | 0.00% | +3+0.7% | Added |
| NVWM, LLC | 438 | $10.9K | 0.00% | −15−3.3% | Reduced |
| Capital Advisors, Ltd. LLC | 456 | $11.0K | 0.00% | +75+19.7% | Added |
| Cloud Capital Management, LLC | 480 | $11.0K | 0.01% | +480 | New |
| St Germain D J Co Inc | 450 | $11.2K | 0.00% | 00.0% | Unchanged |
