| Y.D. More Investments Ltd | 12 | $9 | 0.00% | −8−40.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $235 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $247 | 0.00% | −4−80.0% | Reduced |
| Pingora Partners LLC | 1 | $247 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $248 | 0.00% | −2−66.7% | Reduced |
| Kozak & Associates, Inc. | 2 | $427 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2 | $494 | 0.00% | −25−92.6% | Reduced |
| Davis Capital Management | 2 | $494 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 2 | $494 | 0.00% | +1+100.0% | Added |
| Luken Investment Analytics, LLC | 2 | $494 | 0.00% | +2 | New |
| Networth Advisors, LLC | 2 | $494 | 0.00% | +2 | New |
| Quattro Advisors LLC | 2 | $494 | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 2 | $495 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $542 | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 3 | $741 | 0.00% | +3 | New |
| City State Bank | 3 | $741 | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 3 | $741 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $742 | 0.00% | −4−57.1% | Reduced |
| Seneschal Advisors, LLC | 3 | $742 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 3 | $742 | 0.00% | +3 | New |
| Winnow Wealth LLC | 3 | $744 | 0.00% | −1−25.0% | Reduced |
| Bare Financial Services, Inc | 4 | $988 | 0.00% | −16−80.0% | Reduced |
| NVWM, LLC | 4 | $988 | 0.00% | −1−20.0% | Reduced |
| Osbon Capital Management LLC | 4 | $988 | 0.00% | +4 | New |
| Portfolio Resources Advisor Group, Inc. | 4 | $988 | 0.00% | +4 | New |
| IFC & Insurance Marketing, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $1.73K | 0.00% | +2+40.0% | Added |
| Lodestone Wealth Management LLC | 7 | $1.73K | 0.00% | +7 | New |
| Hurley Capital, LLC | 7 | $1.75K | 0.00% | −1−12.5% | Reduced |
| Cornerstone Financial Management LLC | 8 | $1.98K | 0.00% | +8 | New |
| Sunrise Financial Services, LLC | 8 | $1.98K | 0.00% | +8 | New |
| Armstrong Advisory Group, Inc | 8 | $1.98K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $2.07K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 9 | $2.22K | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 10 | $2.47K | 0.00% | −2−16.7% | Reduced |
| PayPay Securities Corp | 10 | $2.47K | 0.07% | +2+25.0% | Added |
| True Wealth Design, LLC | 10 | $2.47K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 11 | $2.72K | 0.00% | +11 | New |
| Delos Wealth Advisors, LLC | 11 | $2.72K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $2.74K | 0.00% | +10 | New |
| Vermillion & White Wealth Management Group, LLC | 124 | $2.96K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 12 | $2.96K | 0.00% | −100−89.3% | Reduced |
| Sawyer & Company, Inc | 12 | $2.96K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 12 | $2.96K | 0.00% | −12−50.0% | Reduced |
| First PREMIER Bank | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 12 | $3.01K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 13 | $3.21K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 13 | $3.21K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 13 | $3.29K | 0.00% | +13 | New |
| First Financial Corp | 14 | $3.46K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $3.46K | 0.00% | +7+100.0% | Added |
| Triumph Capital Management | 14 | $3.52K | 0.00% | +14 | New |
| Sittner & Nelson, LLC | 13 | $3.68K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 15 | $3.71K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 15 | $3.71K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 15 | $3.71K | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 16 | $3.95K | 0.00% | +5+45.5% | Added |
| First Eagle Investment Management, LLC | 16 | $3.95K | 0.00% | +16 | New |
| Godsey & Gibb Associates | 16 | $3.95K | 0.00% | +16 | New |
| Penserra Capital Management LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 16 | $4.04K | 0.00% | −8−33.3% | Reduced |
| Imprint Wealth LLC | 17 | $4.20K | 0.02% | −37−68.5% | Reduced |
| Aventus Investment Advisors, Inc. | 19 | $4.69K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 20 | $4.94K | 0.00% | +20 | New |
| Private Wealth Management Group, LLC | 21 | $5.19K | 0.00% | −15−41.7% | Reduced |
| Clark Wealth Partners | 22 | $5.43K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 22 | $5.43K | 0.00% | +5+29.4% | Added |
| Cornerstone Planning Group LLC | 22 | $5.63K | 0.00% | −641−96.7% | Reduced |
| Godfrey Financial Associates, Inc. | 23 | $5.68K | 0.00% | +23 | New |
| Creative Capital Management Investments LLC | 24 | $5.93K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 25 | $6.18K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 25 | $6.18K | 0.00% | +4+19.0% | Added |
| LGT Financial Advisors LLC | 25 | $6.18K | 0.04% | +25 | New |
| Highline Wealth Partners LLC | 27 | $6.63K | 0.00% | −22−44.9% | Reduced |
| Optima Capital LLC | 27 | $6.67K | 0.00% | +27 | New |
| Itau Unibanco Holding S.A. | 27 | $6.67K | 0.00% | −189−87.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 27 | $6.67K | 0.00% | +27 | New |
| United Financial Planning Group LLC | 27 | $6.67K | 0.00% | +27 | New |
| Frazier Financial Advisors, LLC | 28 | $6.92K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 28 | $6.92K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $7.00K | 0.00% | −6−16.2% | Reduced |
| Union Savings Bank | 29 | $7.16K | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 29 | $7.16K | 0.00% | −4−12.1% | Reduced |
| Old Second National Bank of Aurora | 30 | $7.41K | 0.00% | −30−50.0% | Reduced |
| Prosperity Bancshares Inc | 31 | $7.66K | 0.01% | +31 | New |
| Sunbelt Securities, Inc. | 33 | $8.15K | 0.00% | −41−55.4% | Reduced |
| Truvestments Capital LLC | 34 | $8.40K | 0.00% | −13−27.7% | Reduced |
| Front Row Advisors LLC | 34 | $8.40K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 32 | $8.58K | 0.00% | +27+540.0% | Added |
| SHP Wealth Management | 36 | $8.89K | 0.00% | +36 | New |
| Country Trust Bank | 36 | $8.89K | 0.00% | 00.0% | Unchanged |
| 1248 Management, LLC | 36 | $8.89K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 36 | $8.89K | 0.00% | +36 | New |
| Vermillion Wealth Management, Inc. | 37 | $9.02K | 0.00% | +1+2.8% | Added |
| TD Capital Management LLC | 37 | $9.11K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 37 | $9.14K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 38 | $9.39K | 0.00% | −2−5.0% | Reduced |
| Delta Asset Management LLC | 38 | $9.39K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 39 | $9.74K | 0.00% | 00.0% | Unchanged |