| Dogwood Wealth Management LLC | 0 | $18 | 0.00% | 0 | Unchanged |
| NVWM, LLC | 1 | $284 | 0.00% | +1 | New |
| Spectrum Wealth Counsel, LLC | 2 | $569 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $708 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 215,960 | $763 | 0.03% | +215,960 | New |
| Abich Financial Wealth Management LLC | 3 | $853 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $1.42K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 8 | $2.40K | 0.00% | −10−55.6% | Reduced |
| O'Brien Wealth Partners LLC | 9 | $2.56K | 0.00% | −11−55.0% | Reduced |
| WestEnd Advisors, LLC | 9 | $2.56K | 0.00% | +1+12.5% | Added |
| Impact Partnership Wealth, LLC | 9 | $2.60K | 0.00% | −105−92.1% | Reduced |
| Gordian Capital Singapore Pte Ltd | 10 | $2.84K | 0.00% | +10 | New |
| Legacy Bridge, LLC | 10 | $2.84K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 11 | $2.99K | 0.00% | +1+10.0% | Added |
| Granite FO LLC | 10 | $3.29K | 0.00% | +10 | New |
| PayPay Securities Corp | 12 | $3.41K | 0.17% | +1+9.1% | Added |
| Paladin Advisory Group, LLC | 13 | $3.68K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 14 | $3.98K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 16 | $4.55K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 16 | $4.55K | 0.00% | +16 | New |
| Bear Mountain Capital, Inc. | 18 | $4.75K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 17 | $4.83K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 18 | $5.12K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 19 | $5.40K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 20 | $5.71K | 0.00% | −2−9.1% | Reduced |
| Accent Capital Management, LLC | 21 | $5.97K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 21 | $5.97K | 0.00% | +21 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 22 | $6.26K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 22 | $6.26K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 24 | $6.74K | 0.00% | +1+4.3% | Added |
| TD Capital Management LLC | 25 | $7.11K | 0.00% | +25 | New |
| Tower View Investment Management & Research LLC | 27 | $7.68K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 27 | $7.69K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 25 | $8.00K | 0.00% | +25 | New |
| Creative Capital Management Investments LLC | 29 | $8.24K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 30 | $8.54K | 0.00% | +7+30.4% | Added |
| Cutler Group LP | 32 | $9.00K | 0.00% | −68−68.0% | Reduced |
| Tidemark, LLC | 34 | $9.67K | 0.01% | 00.0% | Unchanged |
| Trust Co | 35 | $9.95K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 35 | $10.7K | 0.00% | +10+40.0% | Added |
| Strengthening Families & Communities, LLC | 38 | $11.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 42 | $11.7K | 0.00% | +31+281.8% | Added |
| Iron Horse Wealth Management, LLC | 42 | $11.9K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 42 | $11.9K | 2.01% | +42 | New |
| Dunhill Financial, LLC | 43 | $12.2K | 0.01% | +7+19.4% | Added |
| DiNuzzo Private Wealth, Inc. | 44 | $12.5K | 0.00% | −1−2.2% | Reduced |
| Providence Capital Advisors, LLC | 45 | $12.8K | 0.00% | −100−69.0% | Reduced |
| Tacita Capital Inc | 45 | $12.8K | 0.01% | −20−30.8% | Reduced |
| Richard W. Paul & Associates, LLC | 48 | $13.6K | 0.01% | −8−14.3% | Reduced |
| Partnership Wealth Management, LLC | 50 | $14.2K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $14.2K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $14.2K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 51 | $14.5K | 0.01% | +42+466.7% | Added |
| REAP Financial Group, LLC | 52 | $14.6K | 0.00% | +6+13.0% | Added |
| Cedar Mountain Advisors, LLC | 52 | $14.8K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 55 | $15.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 53 | $15.1K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 53 | $15.1K | 0.00% | +53 | New |
| SJS Investment Consulting Inc. | 53 | $15.1K | 0.00% | +6+12.8% | Added |
| Core Wealth Advisors, Inc. | 54 | $15.4K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 57 | $16.2K | 0.00% | +20+54.1% | Added |
| Broadwater Capital Management LLC | 58 | $16.5K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 60 | $17.1K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 70 | $19.8K | 0.01% | +1+1.4% | Added |
| Signature Resources Capital Management, LLC | 71 | $20.4K | 0.02% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 72 | $20.5K | 0.03% | +72 | New |
| Game Plan Financial Advisors, LLC | 75 | $21.3K | 0.01% | +75 | New |
| Operose Advisors LLC | 77 | $21.9K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 80 | $22.7K | 0.00% | +80 | New |
| PrairieView Partners, LLC | 82 | $24.0K | 0.00% | −1−1.2% | Reduced |
| Register Financial Advisors LLC | 85 | $24.2K | 0.01% | +85 | New |
| Clear Point Advisors Inc. | 87 | $24.7K | 0.02% | +1+1.2% | Added |
| JCIC Asset Management Inc. | 90 | $25.6K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 100 | $28.0K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 100 | $28.4K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 100 | $28.4K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 100 | $28.4K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $28.4K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 100 | $28.4K | 0.02% | +100 | New |
| Briaud Financial Planning, Inc | 100 | $29.0K | 0.02% | +100 | New |
| SRS Capital Advisors, Inc. | 106 | $30.1K | 0.00% | +1+1.0% | Added |
| Coston, McIsaac & Partners | 116 | $33.0K | 0.01% | +1+0.9% | Added |
| FSC Wealth Advisors, LLC | 117 | $33.3K | 0.02% | −138−54.1% | Reduced |
| EntryPoint Capital, LLC | 119 | $33.8K | 0.03% | −59−33.1% | Reduced |
| Delos Wealth Advisors, LLC | 119 | $33.8K | 0.04% | +15+14.4% | Added |
| CKW Financial Group | 123 | $35.0K | 0.00% | +1+0.8% | Added |
| IAG Wealth Partners, LLC | 124 | $35.3K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 125 | $35.4K | 0.02% | 00.0% | Unchanged |
| General Partner, Inc. | 126 | $35.8K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 137 | $39.0K | 0.01% | −2,942−95.6% | Reduced |
| Custom Portfolio Group LLC | 138 | $39.2K | 0.03% | 00.0% | Unchanged |
| WealthCollab, LLC | 139 | $39.5K | 0.03% | −39−21.9% | Reduced |
| FSA Wealth Management LLC | 141 | $40.0K | 0.02% | +91+182.0% | Added |
| Hartford Financial Management Inc. | 144 | $40.9K | 0.01% | +31+27.4% | Added |
| Bromfield Sneider Wealth Advisors | 145 | $41.2K | 0.03% | 00.0% | Unchanged |
| Norwood Financial Corp | 150 | $42.6K | 0.06% | +25+20.0% | Added |
| Private Wealth Management Group, LLC | 156 | $44.4K | 0.02% | −60−27.8% | Reduced |
| Western Pacific Wealth Management, LP | 162 | $46.1K | 0.03% | +35+27.6% | Added |
| Wetzel Investment Advisors, Inc. | 176 | $46.2K | 0.03% | −72−29.0% | Reduced |
