| Mowery & Schoenfeld Wealth Management, LLC | 1 | $167 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 1 | $177 | 0.00% | −6,047−100.0% | Reduced |
| High Note Wealth, LLC | 1 | $177 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 2 | $353 | 0.00% | +2 | New |
| Nvest Wealth Strategies, Inc. | 2 | $354 | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 2 | $367 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6 | $1.14K | 0.00% | −7,088−99.9% | Reduced |
| Marshall Investment Management, LLC | 8 | $1.41K | 0.00% | +8 | New |
| Dogwood Wealth Management LLC | 9 | $1.59K | 0.00% | +9 | New |
| Action Point Financial Planning, LLC | 10 | $1.59K | 0.00% | +10 | New |
| Financial Network Wealth Advisors LLC | 11 | $1.94K | 0.00% | +3+37.5% | Added |
| Hantz Financial Services, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 12 | $2.12K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 12 | $2.12K | 0.00% | +12 | New |
| Noble Wealth Management PBC | 12 | $2.12K | 0.00% | +12 | New |
| CoreCap Advisors, LLC | 12 | $2.14K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 13 | $2.30K | 0.00% | +13 | New |
| Stone House Investment Management, LLC | 14 | $2.47K | 0.00% | +4+40.0% | Added |
| Continuum Advisory, LLC | 18 | $3.18K | 0.00% | +18 | New |
| Godfrey Financial Associates, Inc. | 23 | $4.06K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 23 | $4.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $4.07K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 25 | $4.42K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 26 | $4.59K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 28 | $4.95K | 0.00% | −104−78.8% | Reduced |
| Mather Group, LLC. | 31 | $5.48K | 0.00% | −669−95.6% | Reduced |
| MV Capital Management, Inc. | 32 | $5.66K | 0.00% | −18−36.0% | Reduced |
| Colonial Trust Advisors | 40 | $7.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 43 | $7.60K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 49 | $8.60K | 0.00% | +1+2.1% | Added |
| Raffa Wealth Management, LLC | 49 | $8.66K | 0.00% | +8+19.5% | Added |
| Financial Avengers, Inc. | 50 | $8.84K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $8.84K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 51 | $9.00K | 0.00% | +9+21.4% | Added |
| Triumph Capital Management | 61 | $10.8K | 0.00% | +4+7.0% | Added |
| Country Trust Bank | 62 | $11.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 65 | $11.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 65 | $11.5K | 0.01% | +42+182.6% | Added |
| Private Trust Co NA | 66 | $11.7K | 0.00% | −509−88.5% | Reduced |
| UMA Financial Services, Inc. | 66 | $11.7K | 0.00% | +6+10.0% | Added |
| Westside Investment Management, Inc. | 70 | $12.4K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 71 | $12.5K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 75 | $13.3K | 0.00% | +75 | New |
| GHP Investment Advisors, Inc. | 79 | $14.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 79 | $14.0K | 0.00% | +79 | New |
| Financial Consulate, Inc | 80 | $14.1K | 0.00% | +10+14.3% | Added |
| Rossby Financial, LCC | 85 | $15.0K | 0.00% | +4+4.9% | Added |
| TD Private Client Wealth LLC | 88 | $15.6K | 0.00% | −12,989−99.3% | Reduced |
| Princeton Global Asset Management LLC | 100 | $17.7K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 101 | $17.8K | 0.01% | +101 | New |
| Western Pacific Wealth Management, LP | 102 | $18.0K | 0.02% | +70+218.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 107 | $18.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 109 | $19.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $19.4K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 110 | $19.4K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $22.1K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 130 | $23.0K | 0.01% | +130 | New |
| JFS Wealth Advisors, LLC | 132 | $23.3K | 0.00% | +11+9.1% | Added |
| Kilter Group LLC | 132 | $23.3K | 0.01% | +110+500.0% | Added |
| Ronald Blue Trust, Inc. | 133 | $23.5K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 134 | $23.6K | 0.01% | +1+0.8% | Added |
| Cornerstone Planning Group LLC | 134 | $24.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 139 | $24.6K | 0.01% | +139 | New |
| TIAA Wealth Investment Management LLC | 143 | $25.2K | 0.00% | +143 | New |
| Edmond de Rothschild Holding S.A. | 160 | $28.2K | 0.00% | +160 | New |
| Bare Financial Services, Inc | 163 | $28.8K | 0.01% | +70+75.3% | Added |
| Bruce G. Allen Investments, LLC | 178 | $31.5K | 0.02% | 00.0% | Unchanged |
| Trust Co | 193 | $34.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 207 | $36.6K | 0.00% | +39+23.2% | Added |
| Nisa Investment Advisors, LLC | 233 | $41.2K | 0.00% | +143+158.9% | Added |
| 1620 Investment Advisors, Inc. | 254 | $44.9K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 260 | $45.9K | 0.00% | −15−5.5% | Reduced |
| Bank & Trust Co | 263 | $46.5K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 273 | $48.2K | 0.00% | +7+2.6% | Added |
| Zions Bancorporation, National Association | 278 | $49.1K | 0.00% | −21,272−98.7% | Reduced |
| Meramec Financial Planners, LLC | 293 | $52.3K | 0.02% | +293 | New |
| True Wealth Design, LLC | 297 | $52.5K | 0.01% | 00.0% | Unchanged |
| CDKV Holdings LLC | 300 | $53.0K | 0.04% | −112−27.2% | Reduced |
| Truvestments Capital LLC | 300 | $53.0K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 301 | $53.2K | 0.01% | +148+96.7% | Added |
| LRI Investments, LLC | 307 | $54.2K | 0.00% | +13+4.4% | Added |
| Capital Analysts, LLC | 333 | $59.0K | 0.00% | +2+0.6% | Added |
| IAG Wealth Partners, LLC | 335 | $59.2K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 347 | $61.3K | 0.03% | +347 | New |
| Winch Advisory Services, LLC | 350 | $61.8K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 352 | $62.4K | 0.05% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 354 | $62.6K | 0.01% | −618−63.6% | Reduced |
| Institute for Wealth Management, LLC. | 354 | $62.6K | 0.01% | +354 | New |
| Highland Investment Advisors LLC | 355 | $62.7K | 0.03% | +355 | New |
| Cary Street Partner Investment Advisory LLC | 392 | $69.3K | 0.01% | −23−5.5% | Reduced |
| Crewe Advisors LLC | 400 | $70.7K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 400 | $70.9K | 0.06% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 417 | $73.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 442 | $78.1K | 0.03% | −70−13.7% | Reduced |
| JNBA Financial Advisors | 457 | $80.8K | 0.01% | +17+3.9% | Added |
| Birchwood Financial Partners, Inc. | 467 | $82.5K | 0.07% | 00.0% | Unchanged |
| Larson Financial Group LLC | 471 | $83.2K | 0.00% | +84+21.7% | Added |
| Retirement Wealth Solutions LLC | 487 | $86.1K | 0.05% | −22−4.3% | Reduced |
| Bayban | 489 | $86.4K | 0.07% | 00.0% | Unchanged |
