| Private Ocean, LLC | 4 | $554 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $612 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 5 | $692 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $692 | 0.00% | +5 | New |
| Iron Horse Wealth Management, LLC | 5 | $692 | 0.00% | +5 | New |
| Capstone Investment Advisors, LLC | 6 | $831 | 0.00% | −5,805−99.9% | Reduced |
| Investors Research Corp | 6 | $831 | 0.00% | −74−92.5% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 10 | $1.39K | 0.00% | +10 | New |
| Authentikos Wealth Advisory, LLC | 10 | $1.39K | 0.00% | +10 | New |
| Morton Brown Family Wealth, LLC | 12 | $1.66K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $1.80K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $1.81K | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 14 | $1.94K | 0.00% | +14 | New |
| Perkins Coie Trust Co | 15 | $2.08K | 0.00% | +15 | New |
| Perritt Capital Management Inc | 16 | $2.21K | 0.00% | +16 | New |
| Providence Capital Advisors, LLC | 17 | $2.35K | 0.00% | −41,983−100.0% | Reduced |
| Annapolis Financial Services, LLC | 17 | $2.35K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 17 | $2.37K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 19 | $2.63K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 20 | $2.81K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 22 | $3.05K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 24 | $3.32K | 0.00% | +7+41.2% | Added |
| Tfo-TDC, LLC | 24 | $3.47K | 0.00% | +15+166.7% | Added |
| Richard W. Paul & Associates, LLC | 26 | $3.60K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 28 | $3.88K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 29 | $4.01K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 29 | $4.01K | 0.00% | +29 | New |
| Carolina Wealth Advisors, LLC | 30 | $4.15K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 30 | $4.15K | 0.00% | +30 | New |
| Acima Private Wealth, LLC | 31 | $4.29K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 35 | $4.85K | 0.00% | +35 | New |
| Thompson Investment Management, Inc. | 36 | $4.98K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 40 | $5.54K | 0.00% | +5+14.3% | Added |
| Robinswood Financial LLC | 40 | $5.66K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 47 | $6.51K | 0.31% | +26+123.8% | Added |
| Sanctuary Wealth Management, L.L.C. | 49 | $6.78K | 0.01% | −1−2.0% | Reduced |
| Syntax Research, Inc. | 49 | $6.79K | 0.01% | +49 | New |
| Atlantic Trust, LLC | 50 | $6.92K | 0.00% | +50 | New |
| Advisors Preferred, LLC | 50 | $6.97K | 0.00% | +50 | New |
| Piscataqua Savings Bank | 53 | $7.34K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 57 | $7.89K | 0.01% | +57 | New |
| Coston, McIsaac & Partners | 58 | $8.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 58 | $8.03K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 58 | $8.03K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 60 | $8.31K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 63 | $8.72K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 65 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 68 | $9.41K | 0.01% | −184−73.0% | Reduced |
| West Branch Capital LLC | 75 | $10.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 83 | $11.5K | 0.00% | +2+2.5% | Added |
| ClariVest Asset Management LLC | 88 | $12.0K | 0.00% | +8+10.0% | Added |
| West Tower Group, LLC | 87 | $12.0K | 0.01% | +87 | New |
| WR Wealth Planners, LLC | 90 | $12.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 94 | $13.0K | 0.01% | −197−67.7% | Reduced |
| Macroview Investment Management LLC | 95 | $13.2K | 0.02% | +18+23.4% | Added |
| Old Second National Bank of Aurora | 98 | $13.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 98 | $13.6K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $13.8K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 91 | $14.0K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 115 | $15.9K | 0.01% | +115 | New |
| Fairfield Financial Advisors, LTD | 117 | $16.2K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 121 | $16.8K | 0.01% | +30+33.0% | Added |
| Legacy Financial Group LLC | 121 | $16.8K | 0.00% | +121 | New |
| Column Capital Advisors, LLC | 146 | $20.2K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 150 | $20.8K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 150 | $20.8K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 156 | $21.6K | 0.00% | +60+62.5% | Added |
| Financial Avengers, Inc. | 159 | $22.0K | 0.01% | +1+0.6% | Added |
| Belmont Capital, LLC | 161 | $22.3K | 0.01% | −57−26.1% | Reduced |
| Abound Wealth Management | 166 | $23.0K | 0.01% | −19−10.3% | Reduced |
| Cornerstone Planning Group LLC | 168 | $23.3K | 0.01% | +96+133.3% | Added |
| RFP Financial Group LLC | 170 | $23.5K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 171 | $24.0K | 0.00% | +33+23.9% | Added |
| Headinvest, LLC | 175 | $24.4K | 0.01% | +175 | New |
| Gleason Group, Inc. | 180 | $24.9K | 0.01% | +1+0.6% | Added |
| Raffa Wealth Management, LLC | 181 | $25.1K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 181 | $25.1K | 0.01% | −159−46.8% | Reduced |
| Avion Wealth | 189 | $26.0K | 0.01% | +7+3.8% | Added |
| Center for Financial Planning, Inc. | 189 | $26.2K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 196 | $27.1K | 0.00% | −655−77.0% | Reduced |
| AllSquare Wealth Management LLC | 199 | $27.6K | 0.02% | −5−2.5% | Reduced |
| CGC Financial Services, LLC | 200 | $27.7K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 204 | $28.0K | 0.01% | +1+0.5% | Added |
| RE Dickinson Investment Advisors, LLC | 200 | $28.0K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $28.0K | 0.01% | +200 | New |
| M&R Capital Management Inc | 210 | $29.1K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 213 | $29.5K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 221 | $30.0K | 0.00% | −4,149−94.9% | Reduced |
| Steward Financial Group LLC | 225 | $31.0K | 0.01% | +9+4.2% | Added |
| Sofos Investments, Inc. | 444 | $31.2K | 0.00% | +299+206.2% | Added |
| Chesapeake Asset Management LLC | 225 | $31.2K | 0.03% | +58+34.7% | Added |
| Gables Capital Management Inc. | 230 | $31.8K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 230 | $31.8K | 0.01% | +100+76.9% | Added |
| First Financial Corp | 233 | $32.3K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 235 | $32.5K | 0.00% | −1,020−81.3% | Reduced |
| JFS Wealth Advisors, LLC | 239 | $33.1K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 250 | $34.6K | 0.02% | 00.0% | Unchanged |