| Tucker Asset Management LLC | 0 | $24 | 0.00% | 0 | Unchanged |
| Sandy Spring Bank | 0 | $25 | 0.00% | 0 | Unchanged |
| REAP Financial Group, LLC | 1 | $43 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $86 | 0.00% | +1 | New |
| Sachetta, LLC | 1 | $86 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 3 | $257 | 0.00% | +3 | New |
| Crewe Advisors LLC | 3 | $258 | 0.00% | +3 | New |
| Winnow Wealth LLC | 4 | $303 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $343 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 4 | $347 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $426 | 0.00% | +5 | New |
| Plante Moran Financial Advisors, LLC | 5 | $429 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $429 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 5 | $429 | 0.00% | +5 | New |
| Sugar Maple Asset Management, LLC | 5 | $429 | 0.00% | +5 | New |
| BOK Financial Private Wealth, Inc. | 5 | $434 | 0.00% | +5 | New |
| Riverview Trust Co | 6 | $515 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 7 | $601 | 0.00% | +7 | New |
| Core Alternative Capital | 8 | $686 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 8 | $686 | 0.00% | +8 | New |
| TFC Financial Management | 8 | $687 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $856 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 12 | $1.03K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 13 | $1.11K | 0.00% | +13 | New |
| HHM Wealth Advisors, LLC | 15 | $1.29K | 0.00% | +15 | New |
| Reyes Financial Architecture, Inc. | 16 | $1.37K | 0.00% | +16 | New |
| West Paces Advisors Inc. | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 21 | $1.80K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 22 | $1.89K | 0.00% | −60−73.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 22 | $1.89K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 22 | $1.89K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 23 | $1.97K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Murphy & Mullick Capital Management Corp | 25 | $2.17K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 27 | $2.32K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 29 | $2.49K | 0.00% | +29 | New |
| Key Financial Inc | 29 | $2.49K | 0.00% | +29 | New |
| Harbor Investment Advisory, LLC | 30 | $2.57K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $2.57K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 30 | $2.57K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 31 | $2.66K | 0.01% | +31 | New |
| Darwin Advisors, LLC | 32 | $2.75K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 33 | $2.83K | 0.00% | +33 | New |
| Hoey Investments, Inc | 34 | $2.92K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $3.09K | 0.00% | −10−21.7% | Reduced |
| CoreCap Advisors, LLC | 37 | $3.13K | 0.00% | −17−31.5% | Reduced |
| Carolinas Wealth Consulting LLC | 38 | $3.30K | 0.00% | −3−7.3% | Reduced |
| WealthCollab, LLC | 40 | $3.43K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 41 | $3.54K | 0.00% | +8+24.2% | Added |
| RE Dickinson Investment Advisors, LLC | 42 | $3.60K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 44 | $3.77K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 47 | $4.03K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $4.29K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 50 | $4.29K | 0.00% | +50 | New |
| Zions Bancorporation, N.A. | 51 | $4.38K | 0.00% | +16+45.7% | Added |
| Newbridge Financial Services Group, Inc. | 51 | $4.38K | 0.00% | +51 | New |
| Transce3nd, LLC | 51 | $4.38K | 0.00% | +51 | New |
| Dunhill Financial, LLC | 54 | $4.62K | 0.00% | +11+25.6% | Added |
| WealthTrak Capital Management LLC | 58 | $4.98K | 0.00% | +58 | New |
| New England Capital Financial Advisors LLC | 59 | $5.09K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 62 | $5.32K | 0.00% | +1+1.6% | Added |
| Eagle Bay Advisors LLC | 73 | $6.33K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 74 | $6.40K | 0.01% | +74 | New |
| UMA Financial Services, Inc. | 75 | $6.43K | 0.00% | +75 | New |
| Wolff Wiese Magana LLC | 76 | $6.52K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 80 | $6.86K | 0.00% | −225−73.8% | Reduced |
| New Millennium Group LLC | 84 | $7.21K | 0.00% | +15+21.7% | Added |
| Private Wealth Management Group, LLC | 84 | $7.21K | 0.00% | +7+9.1% | Added |
| Abound Wealth Management | 85 | $7.29K | 0.00% | −10−10.5% | Reduced |
| Missouri Trust & Investment Co | 85 | $7.29K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 87 | $7.46K | 0.00% | −26−23.0% | Reduced |
| Colonial Trust Co | 87 | $7.46K | 0.00% | +84+2,800.0% | Added |
| Legacy Investment Solutions, LLC | 97 | $8.23K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 97 | $8.23K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 100 | $8.58K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 100 | $8.58K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $8.59K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 105 | $9.01K | 0.01% | +105 | New |
| Cetera Trust Company, N.A | 107 | $9.18K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 106 | $9.20K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 109 | $9.32K | 0.00% | −201−64.8% | Reduced |
| Financial Management Professionals, Inc. | 113 | $9.71K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 116 | $9.99K | 0.00% | +116 | New |
| Medallion Wealth Advisors, LLC | 143 | $10.5K | 0.01% | +143 | New |
| DiNuzzo Private Wealth, Inc. | 124 | $10.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 127 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 136 | $11.7K | 0.01% | +136 | New |
| Truvestments Capital LLC | 145 | $12.4K | 0.00% | −42−22.5% | Reduced |
| Whipplewood Advisors, LLC | 149 | $12.8K | 0.01% | +149 | New |
| Avion Wealth | 156 | $13.0K | 0.00% | −6−3.7% | Reduced |
| Washington Trust Advisors, Inc. | 159 | $13.6K | 0.00% | +37+30.3% | Added |
| Valley National Advisers Inc | 170 | $14.0K | 0.00% | −16−8.6% | Reduced |
| Pinnacle Bancorp, Inc. | 164 | $14.1K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 165 | $14.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 171 | $14.7K | 0.00% | +24+16.3% | Added |
| Trust Co | 180 | $15.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 183 | $15.7K | 0.00% | +52+39.7% | Added |