| Pacific Center for Financial Services | 0 | $6 | 0.00% | 0 | Unchanged |
| American Capital Advisory, LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Activest Wealth Management | 1 | $153 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $153 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $153 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 2 | $306 | 0.00% | −24−92.3% | Reduced |
| WestEnd Advisors, LLC | 2 | $306 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2 | $306 | 0.00% | +2 | New |
| Winnow Wealth LLC | 3 | $403 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $459 | 0.00% | −5−62.5% | Reduced |
| TFC Financial Management | 3 | $459 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 3 | $459 | 0.00% | +3 | New |
| Capital A Wealth Management, LLC | 3 | $459 | 0.00% | +3 | New |
| Stance Capital LLC | 3 | $459 | 0.00% | +3 | New |
| NVWM, LLC | 4 | $612 | 0.00% | +2+100.0% | Added |
| Global Financial Private Client, LLC | 5 | $765 | 0.00% | −85−94.4% | Reduced |
| Atwood & Palmer Inc | 5 | $765 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5 | $765 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $918 | 0.00% | −45−88.2% | Reduced |
| LRI Investments, LLC | 6 | $918 | 0.00% | −19−76.0% | Reduced |
| SOA Wealth Advisors, LLC. | 6 | $918 | 0.00% | −6−50.0% | Reduced |
| Fairman Group, LLC | 6 | $918 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 6 | $918 | 0.00% | +6 | New |
| Proequities, Inc. | 7 | $999 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 7 | $1.05K | 0.00% | +2+40.0% | Added |
| CBIZ Investment Advisory Services, LLC | 7 | $1.07K | 0.00% | +7 | New |
| Noble Wealth Management PBC | 7 | $1.07K | 0.00% | +7 | New |
| Cranbrook Wealth Management, LLC | 7 | $1.07K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 8 | $1.22K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 9 | $1.38K | 0.00% | −17−65.4% | Reduced |
| WPG Advisers, LLC | 9 | $1.38K | 0.00% | +9 | New |
| Stonebridge Financial Group, LLC | 10 | $1.53K | 0.00% | +10 | New |
| Bernard Wealth Management Corp. | 11 | $1.68K | 0.00% | +11 | New |
| DHJJ Financial Advisors, Ltd. | 12 | $1.84K | 0.00% | −6−33.3% | Reduced |
| Carolinas Wealth Consulting LLC | 12 | $1.84K | 0.00% | +10+500.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $1.84K | 0.00% | +12 | New |
| Hollencrest Capital Management | 13 | $1.99K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $1.99K | 0.00% | +6+85.7% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 10 | $2.00K | 0.00% | +9+900.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 15 | $2.29K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 15 | $2.29K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 15 | $2.29K | 0.00% | +15 | New |
| Accredited Wealth Management, LLC | 15 | $2.29K | 0.00% | +15 | New |
| Darwin Advisors, LLC | 16 | $2.45K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $2.45K | 0.00% | −29−64.4% | Reduced |
| Winch Advisory Services, LLC | 16 | $2.45K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 10 | $2.59K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 18 | $2.59K | 0.00% | +18 | New |
| Plante Moran Financial Advisors, LLC | 17 | $2.60K | 0.00% | −20−54.1% | Reduced |
| Harbor Investment Advisory, LLC | 18 | $2.75K | 0.00% | −74−80.4% | Reduced |
| NewSquare Capital LLC | 18 | $2.75K | 0.00% | +18 | New |
| Aster Capital Management (DIFC) Ltd | 18 | $2.75K | 0.00% | +18 | New |
| Avion Wealth | 21 | $3.00K | 0.00% | +9+75.0% | Added |
| First United Bank Trust | 20 | $3.06K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 20 | $3.06K | 0.00% | +20 | New |
| Abound Wealth Management | 21 | $3.21K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 22 | $3.36K | 0.00% | −26−54.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 22 | $3.36K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 23 | $3.42K | 0.00% | +14+155.6% | Added |
| Bruce G. Allen Investments, LLC | 23 | $3.52K | 0.00% | −14−37.8% | Reduced |
| Clear Street Markets LLC | 24 | $3.67K | 0.00% | −476−95.2% | Reduced |
| Raffa Wealth Management, LLC | 25 | $3.82K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 25 | $3.82K | 0.02% | +25 | New |
| University of Illinois Foundation | 25 | $3.82K | 0.00% | +25 | New |
| Roble, Belko & Company, Inc | 25 | $4.00K | 0.00% | −25−50.0% | Reduced |
| Bangor Savings Bank | 28 | $4.28K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 28 | $4.28K | 0.00% | +2+7.7% | Added |
| Lavaca Capital LLC | 28 | $4.28K | 0.00% | +28 | New |
| Bellwether Advisors, LLC | 28 | $4.28K | 0.00% | +28 | New |
| Sachetta, LLC | 29 | $4.43K | 0.00% | −37−56.1% | Reduced |
| Tower View Investment Management & Research LLC | 29 | $4.43K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 30 | $4.59K | 0.00% | +30 | New |
| ZRC Wealth Management, LLC | 30 | $4.59K | 0.00% | −28−48.3% | Reduced |
| Barrett & Company, Inc. | 30 | $4.59K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 30 | $4.59K | 0.00% | +30 | New |
| Minot DeBlois Advisors LLC | 32 | $4.89K | 0.00% | +32 | New |
| AllSquare Wealth Management LLC | 33 | $5.05K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 34 | $5.20K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 35 | $5.35K | 0.00% | −9−20.5% | Reduced |
| Prestige Wealth Management Group LLC | 35 | $5.35K | 0.00% | −4−10.3% | Reduced |
| Stephenson National Bank & Trust | 36 | $5.50K | 0.00% | −41−53.2% | Reduced |
| Johnson Financial Group, Inc. | 39 | $5.61K | 0.00% | −8−17.0% | Reduced |
| Hexagon Capital Partners LLC | 37 | $5.66K | 0.00% | −7−15.9% | Reduced |
| Coastline Trust Co | 37 | $5.66K | 0.00% | −3−7.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 37 | $5.66K | 0.00% | −7−15.9% | Reduced |
| Wood Tarver Financial Group, LLC | 44 | $6.00K | 0.00% | +44 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 36 | $6.10K | 0.00% | +2+5.9% | Added |
| Tortoise Investment Management, LLC | 40 | $6.12K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40 | $6.12K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 42 | $6.42K | 0.00% | +42 | New |
| McIlrath & Eck, LLC | 43 | $6.53K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 45 | $6.88K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 45 | $6.90K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 46 | $7.03K | 0.00% | +46 | New |
| Red Tortoise LLC | 48 | $7.34K | 0.00% | +20+71.4% | Added |
| Bell Investment Advisors, Inc | 50 | $7.65K | 0.00% | −30−37.5% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $7.65K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $7.65K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 50 | $7.65K | 0.01% | +50 | New |
| Synergy Investment Management, LLC | 50 | $7.65K | 0.00% | +50 | New |