| Commonwealth Retirement Investments LLC | 0 | $8 | 0.00% | 0 | New |
| Meeder Asset Management Inc | 1 | $24 | 0.00% | −349−99.7% | Reduced |
| Essential Partners LLC | 1 | $24 | 0.00% | +1 | New |
| McGuire Capital Advisors Inc | 2 | $47 | 0.00% | +2 | New |
| Toth Financial Advisory Corp | 3 | $72 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $95 | 0.00% | −39−90.7% | Reduced |
| Meramec Financial Planners, LLC | 5 | $134 | 0.00% | +5 | New |
| Activest Wealth Management | 7 | $166 | 0.00% | −99−93.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 7 | $166 | 0.00% | +5+250.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $213 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 10 | $237 | 0.00% | −10−50.0% | Reduced |
| Luken Investment Analytics, LLC | 10 | $237 | 0.00% | +10 | New |
| Aventura Private Wealth, LLC | 10 | $237 | 0.00% | +10 | New |
| Bernard Wealth Management Corp. | 12 | $285 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 13 | $308 | 0.00% | −376−96.7% | Reduced |
| Sachetta, LLC | 17 | $403 | 0.00% | −56−76.7% | Reduced |
| Quaker Wealth Management, LLC | 18 | $427 | 0.00% | +5+38.5% | Added |
| Kilter Group LLC | 20 | $474 | 0.00% | −5−20.0% | Reduced |
| Bell Investment Advisors, Inc | 23 | $545 | 0.00% | −19−45.2% | Reduced |
| Highline Wealth Partners LLC | 26 | $619 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 27 | $640 | 0.00% | −284−91.3% | Reduced |
| JFS Wealth Advisors, LLC | 30 | $711 | 0.00% | +28+1,400.0% | Added |
| American Capital Advisory, LLC | 34 | $806 | 0.00% | +29+580.0% | Added |
| Prestige Wealth Management Group LLC | 35 | $830 | 0.00% | −11,204−99.7% | Reduced |
| Retirement Wealth Solutions LLC | 36 | $853 | 0.00% | +29+414.3% | Added |
| Innovative Advisory Group, LLC | 40 | $948 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 54 | $1.00K | 0.00% | +14+35.0% | Added |
| Harbor Asset Planning, Inc. | 43 | $1.02K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 46 | $1.09K | 0.00% | +30+187.5% | Added |
| Beaird Harris Wealth Management, LLC | 47 | $1.11K | 0.00% | −2−4.1% | Reduced |
| Raffa Wealth Management, LLC | 49 | $1.16K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $1.19K | 0.00% | +50 | New |
| MV Capital Management, Inc. | 51 | $1.21K | 0.00% | −27−34.6% | Reduced |
| Fortitude Family Office, LLC | 56 | $1.33K | 0.00% | −36−39.1% | Reduced |
| Rialto Wealth Management, LLC | 66 | $1.56K | 0.00% | +66 | New |
| Three Bearings Fiduciary Advisors, Inc. | 61 | $1.57K | 0.00% | +61 | New |
| IMG Wealth Management, Inc. | 68 | $1.61K | 0.00% | −29−29.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 69 | $1.64K | 0.00% | +69 | New |
| Principia Wealth Advisory, LLC | 71 | $1.68K | 0.00% | +31+77.5% | Added |
| Investors Research Corp | 75 | $1.78K | 0.00% | −1,138−93.8% | Reduced |
| Clayton Financial Group LLC | 85 | $2.01K | 0.00% | +85 | New |
| Dogwood Wealth Management LLC | 90 | $2.13K | 0.00% | +90 | New |
| Key Financial Inc | 91 | $2.16K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 97 | $2.29K | 0.00% | +97 | New |
| SJS Investment Consulting Inc. | 100 | $2.37K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 100 | $2.37K | 0.00% | +100 | New |
| Zions Bancorporation, National Association | 107 | $2.54K | 0.00% | −43−28.7% | Reduced |
| Johnson Financial Group, Inc. | 116 | $2.75K | 0.00% | −10,957−99.0% | Reduced |
| Birchbrook, Inc. | 117 | $2.77K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 120 | $2.83K | 0.00% | +43+55.8% | Added |
| South State Corp. | 124 | $2.94K | 0.00% | +87+235.1% | Added |
| Financial Management Professionals, Inc. | 126 | $2.98K | 0.00% | +12+10.5% | Added |
| Pin Oak Investment Advisors Inc | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 130 | $3.08K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 141 | $3.34K | 0.00% | +141 | New |
| High Note Wealth, LLC | 144 | $3.41K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 155 | $3.67K | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 157 | $3.72K | 0.00% | +157 | New |
| New Millennium Group LLC | 160 | $3.79K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 160 | $3.79K | 0.00% | +120+300.0% | Added |
| Rossby Financial, LCC | 162 | $3.84K | 0.00% | +139+604.3% | Added |
| Cornerstone Planning Group LLC | 152 | $3.96K | 0.00% | −99−39.4% | Reduced |
| Avion Wealth | 170 | $4.00K | 0.00% | +130+325.0% | Added |
| Country Trust Bank | 176 | $4.17K | 0.00% | −57−24.5% | Reduced |
| Hilton Head Capital Partners, LLC | 178 | $4.22K | 0.00% | +178 | New |
| Cornerstone Financial Management LLC | 188 | $4.45K | 0.00% | +188 | New |
| Coston, McIsaac & Partners | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 214 | $5.07K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 218 | $5.17K | 0.00% | +1+0.5% | Added |
| Byrne Asset Management LLC | 225 | $5.33K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 230 | $5.45K | 0.00% | −128−35.8% | Reduced |
| Anfield Capital Management, LLC | 239 | $5.66K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 252 | $5.97K | 0.00% | +252 | New |
| Salomon & Ludwin, LLC | 248 | $6.02K | 0.00% | −299−54.7% | Reduced |
| Golden State Wealth Management, LLC | 270 | $6.41K | 0.00% | +2+0.7% | Added |
| WPG Advisers, LLC | 273 | $6.47K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 275 | $6.51K | 0.00% | +275 | New |
| Tower Trust & Investment Co | 281 | $6.65K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 292 | $6.91K | 0.00% | −68−18.9% | Reduced |
| Princeton Global Asset Management LLC | 296 | $7.01K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 299 | $7.08K | 0.01% | +299 | New |
| Westside Investment Management, Inc. | 300 | $7.11K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $7.11K | 0.00% | +300 | New |
| Advocate Investing Services LLC | 300 | $7.11K | 0.01% | +300 | New |
| Ramirez Asset Management, Inc. | 302 | $7.15K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 318 | $7.53K | 0.01% | +15+5.0% | Added |
| Medallion Wealth Advisors, LLC | 320 | $7.58K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 335 | $7.94K | 0.00% | +94+39.0% | Added |
| Motiv8 Investments LLC | 337 | $8.00K | 0.00% | +337 | New |
| Piscataqua Savings Bank | 340 | $8.05K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 344 | $8.15K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 352 | $8.34K | 0.00% | +352 | New |
| Quent Capital, LLC | 369 | $8.74K | 0.00% | +123+50.0% | Added |
| Coastline Trust Co | 399 | $9.45K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $9.48K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 408 | $9.67K | 0.01% | +408 | New |
| Vision Retirement, LLC | 415 | $9.83K | 0.00% | +415 | New |
| Bruce G. Allen Investments, LLC | 426 | $10.1K | 0.01% | +219+105.8% | Added |
| Versant Capital Management, Inc | 432 | $10.2K | 0.00% | −20−4.4% | Reduced |
| Bogart Wealth, LLC | 447 | $10.6K | 0.00% | +36+8.8% | Added |
