| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Impact Partnership Wealth, LLC | 0 | $37 | 0.00% | −3,916−100.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $153 | 0.00% | −1−50.0% | Reduced |
| Tfo-TDC, LLC | 1 | $153 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $153 | 0.00% | +1 | New |
| Global Assets Advisory, LLC | 58,537 | $386 | 0.02% | +58,537 | New |
| Highline Wealth Partners LLC | 4 | $612 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $766 | 0.00% | +2+66.7% | Added |
| Cassady Schiller Wealth Management, LLC | 6 | $919 | 0.00% | +6 | New |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | −565−98.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $1.07K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 8 | $1.23K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $1.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $1.25K | 0.00% | +2+28.6% | Added |
| Dunhill Financial, LLC | 9 | $1.45K | 0.00% | +1+12.5% | Added |
| Northwest Capital Management Inc | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 11 | $1.68K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 12 | $1.77K | 0.00% | +11+1,100.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 12 | $1.84K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 13 | $1.97K | 0.00% | −147−91.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 14 | $2.14K | 0.00% | +14 | New |
| Winch Advisory Services, LLC | 16 | $2.43K | 0.00% | −5−23.8% | Reduced |
| JNBA Financial Advisors | 16 | $2.45K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 16 | $2.45K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 17 | $2.60K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 19 | $2.91K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $3.37K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 24 | $3.67K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 25 | $3.83K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 25 | $3.83K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 26 | $3.98K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 26 | $3.98K | 0.00% | +6+30.0% | Added |
| Meeder Asset Management Inc | 28 | $4.29K | 0.00% | +28 | New |
| Indiana Trust & Investment Management CO | 30 | $4.59K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 30 | $4.59K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 31 | $4.75K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $4.90K | 0.00% | −174−84.5% | Reduced |
| First Financial Corp | 35 | $5.36K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 35 | $5.36K | 0.00% | −3−7.9% | Reduced |
| TD Capital Management LLC | 35 | $5.36K | 0.00% | +25+250.0% | Added |
| Raleigh Capital Management Inc. | 39 | $5.97K | 0.00% | +6+18.2% | Added |
| Private Wealth Management Group, LLC | 39 | $5.97K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 40 | $6.12K | 0.00% | −3−7.0% | Reduced |
| Mascoma Wealth Management LLC | 40 | $6.12K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 40 | $6.13K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 41 | $6.28K | 0.00% | +41 | New |
| WealthCollab, LLC | 42 | $6.43K | 0.00% | +42 | New |
| Beacon Capital Management, LLC | 45 | $6.89K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 48 | $7.29K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 49 | $7.50K | 0.00% | +2+4.3% | Added |
| AllSquare Wealth Management LLC | 50 | $7.66K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 50 | $7.66K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 50 | $7.66K | 0.00% | +50 | New |
| Continuum Advisory, LLC | 56 | $7.88K | 0.00% | +56 | New |
| Keener Financial Planning LLC | 49 | $8.00K | 0.01% | +49 | New |
| PFS Partners, LLC | 54 | $8.28K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 55 | $8.42K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 56 | $8.57K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 60 | $9.00K | 0.00% | −1−1.6% | Reduced |
| Laffer Tengler Investments | 59 | $9.03K | 0.00% | +40+210.5% | Added |
| Sachetta, LLC | 64 | $9.13K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 63 | $9.65K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 63 | $9.65K | 0.00% | +63 | New |
| Pineridge Advisors LLC | 63 | $9.65K | 0.00% | +63 | New |
| Archer Investment Corp | 64 | $9.80K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 70 | $10.7K | 0.00% | −75−51.7% | Reduced |
| Capital Advisors, Ltd. LLC | 69 | $11.0K | 0.00% | +4+6.2% | Added |
| Old Second National Bank of Aurora | 73 | $11.2K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 75 | $11.5K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 75 | $11.5K | 0.01% | +75 | New |
| SJS Investment Consulting Inc. | 81 | $12.4K | 0.00% | +69+575.0% | Added |
| Covestor Ltd | 87 | $13.0K | 0.01% | +2+2.4% | Added |
| Rise Advisors, LLC | 86 | $13.2K | 0.01% | +86 | New |
| Versant Capital Management, Inc | 89 | $13.6K | 0.00% | −28−23.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 90 | $13.8K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 91 | $13.9K | 0.01% | −43−32.1% | Reduced |
| Trifecta Capital Advisors, LLC | 93 | $14.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 95 | $14.5K | 0.00% | −90−48.6% | Reduced |
| Cape Investment Advisory, Inc. | 97 | $14.8K | 0.01% | +73+304.2% | Added |
| Smithfield Trust Co | 98 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 100 | $15.3K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $15.3K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $15.3K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 100 | $15.3K | 0.04% | +100 | New |
| Ransom Advisory, Ltd | 100 | $15.3K | 0.01% | +100 | New |
| Leonteq Securities AG | 101 | $15.5K | 0.00% | −250−71.2% | Reduced |
| NewSquare Capital LLC | 103 | $15.8K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 105 | $16.2K | 0.00% | −403−79.3% | Reduced |
| MCF Advisors LLC | 114 | $17.5K | 0.00% | +4+3.6% | Added |
| Quarry LP | 115 | $17.6K | 0.01% | −53−31.5% | Reduced |
| Financial Management Professionals, Inc. | 119 | $18.0K | 0.00% | +1+0.8% | Added |
| Sugarloaf Wealth Management, LLC | 122 | $18.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 134 | $20.5K | 0.00% | +64+91.4% | Added |
| Atticus Wealth Management, LLC | 134 | $20.5K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 150 | $22.0K | 0.01% | 00.0% | Unchanged |