| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $136 | 0.00% | +1 | New |
| Institutional & Family Asset Management, LLC | 2 | $273 | 0.00% | +2 | New |
| Chris Bulman Inc | 2 | $273 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 4 | $546 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $683 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 6 | $819 | 0.00% | −340−98.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 6 | $819 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $857 | 0.00% | −3−33.3% | Reduced |
| Concord Wealth Partners | 7 | $955 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 8 | $1.09K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 9 | $1.23K | 0.00% | +9 | New |
| Bruce G. Allen Investments, LLC | 10 | $1.36K | 0.00% | −534−98.2% | Reduced |
| TD Capital Management LLC | 10 | $1.36K | 0.00% | −25−71.4% | Reduced |
| Northwest Capital Management Inc | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $1.36K | 0.00% | +2+25.0% | Added |
| SWAN Capital LLC | 10 | $1.36K | 0.00% | +10 | New |
| Unique Wealth Strategies, LLC | 9 | $1.38K | 0.00% | +9 | New |
| Pacific Capital Wealth Advisors, Inc | 12 | $1.64K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $1.68K | 0.00% | +3+33.3% | Added |
| Caitlin John, LLC | 13 | $1.77K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 13 | $1.77K | 0.00% | −179−93.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $2.00K | 0.00% | +8+100.0% | Added |
| Winch Advisory Services, LLC | 16 | $2.18K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 16 | $2.18K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 17 | $2.32K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 17 | $2.32K | 0.00% | +17 | New |
| JJJ Advisors Inc. | 19 | $2.59K | 0.00% | −21−52.5% | Reduced |
| NewSquare Capital LLC | 20 | $2.75K | 0.00% | −83−80.6% | Reduced |
| Anfield Capital Management, LLC | 21 | $2.87K | 0.00% | +21 | New |
| Opal Wealth Advisors, LLC | 21 | $2.87K | 0.00% | +21 | New |
| Keener Financial Planning LLC | 25 | $3.00K | 0.00% | −24−49.0% | Reduced |
| Raffa Wealth Management, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 24 | $3.27K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 25 | $3.41K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 25 | $3.41K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 26 | $3.55K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 26 | $3.55K | 0.00% | +7+36.8% | Added |
| Private Wealth Management Group, LLC | 27 | $3.69K | 0.00% | −12−30.8% | Reduced |
| Indiana Trust & Investment Management CO | 30 | $4.09K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 30 | $4.09K | 0.00% | +2+7.1% | Added |
| DHJJ Financial Advisors, Ltd. | 30 | $4.09K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 31 | $4.23K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $4.37K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 33 | $4.50K | 0.00% | +7+26.9% | Added |
| Key Financial Inc | 35 | $4.78K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 37 | $5.05K | 0.00% | +37 | New |
| Raleigh Capital Management Inc. | 37 | $5.07K | 0.00% | −2−5.1% | Reduced |
| Mascoma Wealth Management LLC | 40 | $5.46K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 40 | $5.46K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 42 | $5.73K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 45 | $6.14K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 46 | $6.23K | 0.00% | −10−17.9% | Reduced |
| Great Lakes Retirement, Inc. | 46 | $6.28K | 0.00% | +46 | New |
| PSI Advisors, LLC | 48 | $6.52K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 50 | $6.82K | 0.00% | −168−77.1% | Reduced |
| AllSquare Wealth Management LLC | 50 | $6.82K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 50 | $6.82K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 51 | $7.00K | 0.00% | −701−93.2% | Reduced |
| Old Second National Bank of Aurora | 52 | $7.10K | 0.00% | −21−28.8% | Reduced |
| PFS Partners, LLC | 55 | $7.44K | 0.00% | +1+1.9% | Added |
| Fortis Group Advisors, LLC | 55 | $7.51K | 0.00% | −12,780−99.6% | Reduced |
| DT Investment Partners, LLC | 55 | $7.51K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $7.62K | 0.01% | – | New |
| Global Wealth Strategies & Associates | 56 | $7.64K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 58 | $7.92K | 0.00% | +9+18.4% | Added |
| Sachetta, LLC | 61 | $8.04K | 0.00% | −3−4.7% | Reduced |
| Laffer Tengler Investments | 59 | $8.05K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 61 | $8.30K | 0.00% | −9−12.9% | Reduced |
| West Financial Advisors, LLC | 63 | $8.60K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 64 | $8.73K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 65 | $9.00K | 0.00% | −4−5.8% | Reduced |
| GW&K Investment Management, LLC | 68 | $9.00K | 0.00% | +8+13.3% | Added |
| Hobbs Group Advisors, LLC | 68 | $9.28K | 0.00% | +68 | New |
| New Millennium Group LLC | 69 | $9.42K | 0.01% | +69 | New |
| Cape Investment Advisory, Inc. | 72 | $9.81K | 0.00% | −25−25.8% | Reduced |
| Peoples Financial Services Corp. | 75 | $10.2K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 79 | $10.8K | 0.00% | −2−2.5% | Reduced |
| ZRC Wealth Management, LLC | 82 | $11.1K | 0.01% | −67−45.0% | Reduced |
| SOA Wealth Advisors, LLC. | 83 | $11.3K | 0.00% | −201−70.8% | Reduced |
| Rise Advisors, LLC | 87 | $11.8K | 0.01% | +1+1.2% | Added |
| Covestor Ltd | 87 | $12.0K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 90 | $12.3K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 95 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 98 | $13.0K | 0.00% | −269−73.3% | Reduced |
| Smithfield Trust Co | 98 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cultivar Capital, Inc. | 97 | $13.2K | 0.01% | +97 | New |
| Rocky Mountain Advisers, LLC | 100 | $13.6K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $13.6K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $13.6K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 104 | $14.2K | 0.01% | +104 | New |
| Kayne Anderson Rudnick Investment Management LLC | 108 | $14.9K | 0.00% | +3+2.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 112 | $15.3K | 0.00% | +112 | New |