| Dogwood Wealth Management LLC | 0 | $27 | 0.00% | 0 | New |
| SRS Capital Advisors, Inc. | 1 | $163 | 0.00% | −12−92.3% | Reduced |
| Ibex Wealth Advisors | 3 | $437 | 0.09% | −3,370−99.9% | Reduced |
| Private Ocean, LLC | 4 | $648 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $649 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $810 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 5 | $810 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 5 | $810 | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 5 | $810 | 0.00% | +5 | New |
| Motco | 6 | $972 | 0.00% | −840−99.3% | Reduced |
| Capstone Investment Advisors, LLC | 6 | $972 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 6 | $972 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 7 | $1.13K | 0.00% | −8−53.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 13 | $1.27K | 0.00% | −674−98.1% | Reduced |
| Tfo-TDC, LLC | 9 | $1.46K | 0.00% | −15−62.5% | Reduced |
| DecisionPoint Financial, LLC | 9 | $1.46K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $1.62K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 10 | $1.62K | 0.00% | +10 | New |
| Morton Brown Family Wealth, LLC | 12 | $1.95K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 12 | $1.95K | 0.00% | +12 | New |
| True Wealth Design, LLC | 13 | $2.11K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 16 | $2.60K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 17 | $2.75K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 20 | $3.08K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 19 | $3.08K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 20 | $3.24K | 0.00% | +20 | New |
| Highline Wealth Partners LLC | 22 | $3.57K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 23 | $3.74K | 0.00% | +23 | New |
| Richard W. Paul & Associates, LLC | 26 | $4.21K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 26 | $4.21K | 0.00% | +26 | New |
| Beaird Harris Wealth Management, LLC | 26 | $4.21K | 0.00% | +26 | New |
| Fairman Group, LLC | 28 | $4.54K | 0.00% | +28 | New |
| DT Investment Partners, LLC | 28 | $4.66K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 29 | $4.70K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 29 | $4.70K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 30 | $4.86K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 30 | $4.86K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 30 | $4.86K | 0.00% | +30 | New |
| Acima Private Wealth, LLC | 31 | $5.02K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 36 | $5.83K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 40 | $6.64K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 41 | $6.64K | 0.00% | +1+2.5% | Added |
| Abich Financial Wealth Management LLC | 43 | $6.97K | 0.01% | +43 | New |
| Planning Capital Management Corp | 43 | $6.97K | 0.01% | +43 | New |
| PayPay Securities Corp | 43 | $7.07K | 0.35% | −4−8.5% | Reduced |
| Winch Advisory Services, LLC | 44 | $7.19K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 45 | $7.29K | 0.00% | −12−21.1% | Reduced |
| Tidemark, LLC | 46 | $7.46K | 0.00% | +46 | New |
| Sanctuary Wealth Management, L.L.C. | 49 | $7.94K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 49 | $7.94K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 50 | $8.10K | 0.00% | −452−90.0% | Reduced |
| Advisors Preferred, LLC | 54 | $8.34K | 0.00% | +4+8.0% | Added |
| Piscataqua Savings Bank | 53 | $8.59K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 55 | $8.91K | 0.01% | +55 | New |
| Coston, McIsaac & Partners | 58 | $9.00K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 56 | $9.08K | 0.00% | +56 | New |
| Baldwin Brothers Inc | 58 | $9.40K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 58 | $9.40K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 58 | $9.40K | 0.01% | +58 | New |
| Dunhill Financial, LLC | 60 | $9.66K | 0.01% | +60 | New |
| Y.D. More Investments Ltd | 60 | $9.72K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 75 | $10.4K | 0.01% | +75 | New |
| Clear Street Markets LLC | 67 | $11.0K | 0.00% | −27−28.7% | Reduced |
| Macroview Investment Management LLC | 70 | $11.3K | 0.01% | −25−26.3% | Reduced |
| SJS Investment Consulting Inc. | 81 | $13.1K | 0.00% | −2−2.4% | Reduced |
| Frank, Rimerman Advisors LLC | 81 | $13.1K | 0.00% | +81 | New |
| RFP Financial Group LLC | 88 | $14.3K | 0.01% | −82−48.2% | Reduced |
| ClariVest Asset Management LLC | 88 | $14.3K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 90 | $14.6K | 0.00% | −8−8.2% | Reduced |
| VitalStone Financial, LLC | 91 | $15.0K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 95 | $15.4K | 0.01% | +30+46.2% | Added |
| Pineridge Advisors LLC | 99 | $16.0K | 0.01% | +99 | New |
| Community Bank, N.A. | 100 | $16.2K | 0.00% | −300−75.0% | Reduced |
| PSI Advisors, LLC | 100 | $16.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 101 | $16.4K | 0.00% | +3+3.1% | Added |
| DiNuzzo Private Wealth, Inc. | 101 | $16.4K | 0.00% | +101 | New |
| Tucker Asset Management LLC | 104 | $16.9K | 0.00% | +80+333.3% | Added |
| West Branch Capital LLC | 107 | $17.3K | 0.01% | +32+42.7% | Added |
| Creekmur Asset Management LLC | 110 | $17.9K | 0.01% | +110 | New |
| Castleview Partners, LLC | 115 | $18.6K | 0.01% | +115 | New |
| Fairfield Financial Advisors, LTD | 117 | $19.0K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 117 | $19.0K | 0.01% | +117 | New |
| Oliver Lagore Vanvalin Investment Group | 121 | $19.6K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 124 | $20.0K | 0.01% | +24+24.0% | Added |
| Altshuler Shaham Ltd | 127 | $20.6K | 0.00% | −6,673−98.1% | Reduced |
| Long Island Wealth Management, Inc. | 128 | $21.0K | 0.01% | +128 | New |
| Global Wealth Management Investment Advisory, Inc. | 130 | $21.1K | 0.01% | −100−43.5% | Reduced |
| Kathleen S. Wright Associates Inc. | 131 | $21.2K | 0.01% | +131 | New |
| Sachetta, LLC | 131 | $21.2K | 0.01% | +131 | New |
| Missouri Trust & Investment Co | 135 | $21.9K | 0.01% | +100+285.7% | Added |
| Quarry LP | 140 | $22.7K | 0.01% | +72+105.9% | Added |
| Brown, Lisle/Cummings, Inc. | 150 | $24.3K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 150 | $24.3K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 151 | $24.4K | 0.02% | +151 | New |
| Armstrong Advisory Group, Inc | 156 | $25.3K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 157 | $25.5K | 0.00% | −24−13.3% | Reduced |
| Financial Avengers, Inc. | 159 | $25.8K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 160 | $25.9K | 0.00% | −2,383−93.7% | Reduced |
| Belmont Capital, LLC | 161 | $26.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 166 | $26.9K | 0.01% | −2−1.2% | Reduced |