| Darwin Advisors, LLC | 0 | $88 | 0.00% | 0 | New |
| Highland Investment Advisors LLC | 2 | $208 | 0.00% | +2 | New |
| Osbon Capital Management LLC | 3 | $311 | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 3 | $390 | 0.00% | +3 | New |
| Global Trust Asset Management, LLC | 4 | $416 | 0.00% | +4 | New |
| Breakwater Investment Management | 5 | $520 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 5 | $520 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 6 | $588 | 0.00% | +6 | New |
| ROSS\JOHNSON & Associates LLC | 6 | $624 | 0.01% | +2+50.0% | Added |
| Kings Path Partners LLC | 8 | $832 | 0.00% | +8 | New |
| Benson Wealth Management INC | 9 | $936 | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 9 | $936 | 0.00% | +9 | New |
| CKW Financial Group | 5 | $1.00K | 0.00% | +5 | New |
| Parallax Volatility Advisers, L.P. | 10 | $1.04K | 0.00% | −166,145−100.0% | Reduced |
| Park Square Financial Group, LLC | 12 | $1.25K | 0.01% | −11−47.8% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 13 | $1.35K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 15 | $1.56K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 16 | $1.62K | 0.00% | +1+6.7% | Added |
| Security National Bank of So Dak | 16 | $1.66K | 0.00% | +16 | New |
| Measured Wealth Private Client Group, LLC | 17 | $1.77K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 17 | $1.77K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 20 | $2.08K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 20 | $2.08K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 21 | $2.18K | 0.00% | +21 | New |
| St. Johns Investment Management Company, LLC | 24 | $2.50K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 25 | $2.60K | 0.10% | −72−74.2% | Reduced |
| Sims Investment Management, LLC | 25 | $2.60K | 0.00% | +25 | New |
| Noble Wealth Management PBC | 26 | $2.70K | 0.00% | +14+116.7% | Added |
| Ankerstar Wealth, LLC | 28 | $2.91K | 0.00% | −2−6.7% | Reduced |
| Y.D. More Investments Ltd | 29 | $3.02K | 0.00% | −9−23.7% | Reduced |
| GoalVest Advisory LLC | 29 | $3.02K | 0.00% | +29 | New |
| Halbert Hargrove Global Advisors, LLC | 32 | $3.36K | 0.00% | +10+45.5% | Added |
| Solstein Capital, LLC | 35 | $3.64K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 35 | $3.64K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 39 | $4.10K | 0.00% | +24+160.0% | Added |
| Imprint Wealth LLC | 40 | $4.16K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 40 | $4.16K | 0.00% | +5+14.3% | Added |
| Coppell Advisory Solutions LLC | 10,311 | $4.22K | 0.00% | +10,311 | New |
| MPWM Advisory Solutions, LLC | 44 | $4.57K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 45 | $4.63K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 45 | $4.68K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 46 | $4.78K | 0.01% | −19,353−99.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 46 | $4.78K | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 47 | $4.89K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 47 | $4.91K | 0.00% | +3+6.8% | Added |
| Fulcrum Asset Management LLP | 48 | $5.00K | 0.00% | +48 | New |
| Bullseye Investment Management, LLC | 50 | $5.20K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 50 | $5.20K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 50 | $5.20K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 50 | $5.20K | 0.00% | +23+85.2% | Added |
| Spectrum Wealth Advisory Group, LLC | 55 | $5.72K | 0.00% | +55 | New |
| Nvest Wealth Strategies, Inc. | 61 | $6.34K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 63 | $6.55K | 0.00% | +62+6,200.0% | Added |
| Planning Strategies Inc. | 64 | $6.65K | 0.00% | +64 | New |
| Silicon Valley Capital Partners | 64 | $6.70K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 66 | $6.86K | 0.00% | −504−88.4% | Reduced |
| HighMark Wealth Management LLC | 66 | $6.86K | 0.00% | −34−34.0% | Reduced |
| Harvest Fund Management Co., Ltd | 64 | $7.00K | 0.00% | −3,000−97.9% | Reduced |
| Icon Advisers Inc | 70 | $7.28K | 0.00% | +70 | New |
| Olistico Wealth, LLC | 75 | $7.75K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 75 | $7.81K | 0.00% | +75 | New |
| United Financial Planning Group LLC | 77 | $8.01K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 79 | $8.21K | 0.00% | +9+12.9% | Added |
| CBIZ Investment Advisory Services, LLC | 64 | $8.45K | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 85 | $8.83K | 0.01% | +85 | New |
| Custom Index Systems, LLC | 85 | $8.84K | 0.00% | +85 | New |
| Torren Management, LLC | 86 | $8.89K | 0.00% | +1+1.2% | Added |
| Networth Advisors, LLC | 86 | $8.94K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 87 | $9.04K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 87 | $9.04K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 87 | $9.04K | 0.00% | +82+1,640.0% | Added |
| Banque Transatlantique SA | 100 | $9.10K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 89 | $9.25K | 0.00% | +89 | New |
| Raffa Wealth Management, LLC | 93 | $9.67K | 0.00% | −53−36.3% | Reduced |
| Persistent Asset Partners Ltd | 94 | $9.77K | 0.00% | +94 | New |
| Bernard Wealth Management Corp. | 95 | $9.88K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 102 | $10.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 76 | $10.1K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 98 | $10.2K | 0.00% | −69−41.3% | Reduced |
| Atomic Invest LLC | 99 | $10.3K | 0.00% | −70−41.4% | Reduced |
| Tiaa Trust, National Association | 100 | $10.4K | 0.00% | −676−87.1% | Reduced |
| 1 North Wealth Services LLC | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 100 | $10.4K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 102 | $10.6K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 105 | $10.9K | 0.00% | +105 | New |
| Harbor Asset Planning, Inc. | 106 | $11.0K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 108 | $11.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 113 | $11.0K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 107 | $11.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 120 | $11.2K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 109 | $11.3K | 0.00% | +109 | New |
| Bellevue Asset Management, LLC | 112 | $11.7K | 0.01% | +1+0.9% | Added |
| Hartford Financial Management Inc. | 114 | $11.9K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 116 | $12.1K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 117 | $12.2K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 119 | $12.4K | 0.01% | −19−13.8% | Reduced |
| Aspect Partners, LLC | 119 | $12.4K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 120 | $12.5K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 122 | $12.7K | 0.00% | +122 | New |
| SWAN Capital LLC | 126 | $13.1K | 0.00% | 00.0% | Unchanged |