| Centerpoint Advisors, LLC | 6 | $0 | 0.00% | −2,743−99.8% | Reduced |
| Tacita Capital Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1 | $45 | 0.00% | −29,572−100.0% | Reduced |
| Barrett & Company, Inc. | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2 | $90 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 4 | $181 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 5 | $226 | 0.00% | +5 | New |
| HighMark Wealth Management LLC | 6 | $251 | 0.00% | +1+20.0% | Added |
| Emerald Advisers, LLC | 6 | $270 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 7 | $317 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 8 | $342 | 0.00% | +8 | New |
| Leelyn Smith, LLC | 10 | $452 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 12 | $491 | 0.00% | +1+9.1% | Added |
| Syverson Strege & Co | 12 | $536 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 13 | $588 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 15 | $683 | 0.00% | 00.0% | Unchanged |
| Madden Securities Corp | 16 | $705 | 0.00% | +16 | New |
| Clear Perspectives Financial Planning, LLC | 17 | $769 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $905 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 21 | $950 | 0.00% | +21 | New |
| Piscataqua Savings Bank | 22 | $994 | 0.00% | −60−73.2% | Reduced |
| Motco | 22 | $995 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 27 | $1.00K | 0.00% | +27 | New |
| BBJS Financial Advisors, LLC | 24 | $1.09K | 0.00% | +24 | New |
| Ellevest, Inc. | 24 | $1.09K | 0.00% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 28 | $1.25K | 0.00% | +28 | New |
| Lansing Street Advisors | 30 | $1.36K | 0.00% | +30 | New |
| Financial Synergies Wealth Advisors, Inc. | 32 | $1.45K | 0.00% | +4+14.3% | Added |
| Annapolis Financial Services, LLC | 33 | $1.49K | 0.00% | −902−96.5% | Reduced |
| JDM Financial Group LLC | 38 | $1.72K | 0.00% | +38 | New |
| My Personal CFO, LLC | 44 | $1.99K | 0.00% | +44 | New |
| Cowen Prime Advisors LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 47 | $2.11K | 0.00% | +1+2.2% | Added |
| Cornerstone Management, Inc. | 50 | $2.26K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 50 | $2.26K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 51 | $2.31K | 0.00% | +51 | New |
| Disciplined Investments, LLC | 57 | $2.58K | 0.00% | −60−51.3% | Reduced |
| Evermay Wealth Management LLC | 58 | $2.62K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 61 | $2.76K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 68 | $3.08K | 0.00% | +68 | New |
| Coppell Advisory Solutions Corp. | 68 | $3.08K | 0.00% | +68 | New |
| Glassy Mountain Advisors, Inc. | 69 | $3.12K | 0.00% | +69 | New |
| DB Wealth Management Group, LLC | 73 | $3.30K | 0.00% | +73 | New |
| Westchester Capital Management, Inc. | 73 | $3.31K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 83 | $3.75K | 0.00% | +83 | New |
| Tradewinds Capital Management, LLC | 88 | $3.98K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 81 | $4.00K | 0.00% | +1+1.3% | Added |
| Penserra Capital Management LLC | 104 | $4.00K | 0.00% | +104 | New |
| JCSD Capital, LLC | 100 | $4.52K | 0.01% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 100 | $4.52K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 105 | $4.75K | 0.00% | +105 | New |
| Schubert & Co | 108 | $4.88K | 0.00% | −845−88.7% | Reduced |
| Acima Private Wealth, LLC | 110 | $4.97K | 0.00% | −650−85.5% | Reduced |
| Vigilant Capital Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 110 | $5.00K | 0.00% | +100+1,000.0% | Added |
| Kathleen S. Wright Associates Inc. | 100 | $5.00K | 0.00% | +100 | New |
| Cribstone Capital Management, LLC | 113 | $5.10K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 115 | $5.20K | 0.00% | +15+15.0% | Added |
| Wolff Wiese Magana LLC | 117 | $5.28K | 0.00% | −167−58.8% | Reduced |
| Core Wealth Advisors, Inc. | 120 | $5.43K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 125 | $5.65K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 126 | $5.72K | 0.00% | +98+350.0% | Added |
| Toth Financial Advisory Corp | 130 | $5.86K | 0.00% | +1+0.8% | Added |
| Hoese & Co LLP | 133 | $6.00K | 0.01% | −61−31.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 136 | $6.00K | 0.01% | +19+16.2% | Added |
| Kelly Financial Services LLC | 140 | $6.34K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 142 | $6.42K | 0.00% | +142 | New |
| Richard W. Paul & Associates, LLC | 144 | $6.51K | 0.00% | +144 | New |
| PayPay Securities Corp | 146 | $6.60K | 0.44% | +146 | New |
| MinichMacGregor Wealth Management, LLC | 149 | $6.74K | 0.00% | +149 | New |
| Optimum Investment Advisors | 150 | $6.79K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 187 | $8.00K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 180 | $8.14K | 0.01% | +180 | New |
| JJJ Advisors Inc. | 168 | $8.25K | 0.00% | −70−29.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 185 | $8.37K | 0.01% | +185 | New |
| Baldwin Brothers Inc | 188 | $8.50K | 0.00% | +40+27.0% | Added |
| Center for Financial Planning, Inc. | 194 | $8.78K | 0.00% | −700−78.3% | Reduced |
| Pinnacle Financial Partners Inc | 195 | $8.82K | 0.00% | −325−62.5% | Reduced |
| Albion Financial Group | 196 | $8.87K | 0.00% | −32−14.0% | Reduced |
| Advanced Asset Management Advisors Inc | 196 | $8.87K | 0.00% | +196 | New |
| Abound Wealth Management | 198 | $8.94K | 0.00% | +56+39.4% | Added |
| Fiduciary Alliance LLC | 198 | $8.96K | 0.00% | +198 | New |
| Rise Advisors, LLC | 199 | $8.99K | 0.01% | −656−76.7% | Reduced |
| Capital Advisors, Ltd. LLC | 189 | $9.00K | 0.00% | −169−47.2% | Reduced |
| Atticus Wealth Management, LLC | 204 | $9.23K | 0.00% | −235−53.5% | Reduced |
| Bogart Wealth, LLC | 214 | $9.68K | 0.00% | +159+289.1% | Added |
| Bank of New Hampshire | 250 | $11.0K | 0.00% | −125−33.3% | Reduced |
| NewSquare Capital LLC | 247 | $11.2K | 0.00% | +42+20.5% | Added |
| Beacon Capital Management, LLC | 249 | $11.3K | 0.00% | −13−5.0% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 250 | $11.3K | 0.01% | 00.0% | Unchanged |
| Trust Co | 270 | $12.0K | 0.00% | −30−10.0% | Reduced |
| HHM Wealth Advisors, LLC | 287 | $13.0K | 0.00% | +39+15.7% | Added |
| Riverview Trust Co | 291 | $13.0K | 0.01% | −2,387−89.1% | Reduced |
| Community Bank, N.A. | 300 | $13.6K | 0.00% | +263+710.8% | Added |