| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | −345−99.7% | Reduced |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Flputnam Investment Management Co | 400 | $59 | 0.00% | +366+1,076.5% | Added |
| Frazier Financial Advisors, LLC | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $59 | 0.00% | +1 | New |
| Pineridge Advisors LLC | 3 | $176 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $293 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $293 | 0.00% | +5 | New |
| Creekmur Asset Management LLC | 6 | $353 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $577 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 11 | $647 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $764 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 14 | $823 | 0.00% | −5−26.3% | Reduced |
| ORG Partners LLC | 14 | $823 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 14 | $823 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 14 | $823 | 0.00% | +14 | New |
| Trifecta Capital Advisors, LLC | 14 | $824 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 16 | $948 | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 17 | $994 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 18 | $1.06K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 18 | $1.06K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $1.18K | 0.00% | +9+81.8% | Added |
| CBIZ Investment Advisory Services, LLC | 24 | $1.42K | 0.00% | +24 | New |
| Bellevue Asset Management, LLC | 25 | $1.47K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 25 | $1.47K | 0.00% | −6,413−99.6% | Reduced |
| Godsey & Gibb Associates | 25 | $1.47K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $1.53K | 0.00% | −1−3.7% | Reduced |
| Davis Capital Management | 27 | $1.59K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 31 | $1.83K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 31 | $1.85K | 0.00% | −2−6.1% | Reduced |
| Global Financial Private Client, LLC | 33 | $1.94K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 33 | $1.94K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 33 | $1.94K | 0.00% | +33 | New |
| Truvestments Capital LLC | 33 | $1.94K | 0.00% | +33 | New |
| First PREMIER Bank | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 35 | $2.06K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 38 | $2.23K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 41 | $2.41K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 41 | $2.41K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 42 | $2.47K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 42 | $2.47K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 43 | $2.53K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 44 | $2.59K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 45 | $2.63K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 53 | $3.12K | 0.00% | −21−28.4% | Reduced |
| Rogco, LP | 54 | $3.17K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 57 | $3.35K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 58 | $3.41K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 64 | $3.76K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 65 | $3.82K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 66 | $3.88K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 66 | $3.88K | 0.00% | +66 | New |
| Archer Investment Corp | 67 | $3.94K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 70 | $4.12K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 70 | $4.12K | 0.00% | +45+180.0% | Added |
| Central Pacific Bank - Trust Division | 74 | $4.35K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 85 | $5.00K | 0.00% | +85 | New |
| Peterson Financial Group, Inc. | 85 | $5.00K | 0.02% | +85 | New |
| Highline Wealth Partners LLC | 97 | $5.70K | 0.00% | +88+977.8% | Added |
| Beaird Harris Wealth Management, LLC | 98 | $5.76K | 0.00% | −2,581−96.3% | Reduced |
| BBJS Financial Advisors, LLC | 100 | $5.88K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 100 | $5.88K | 0.00% | +100 | New |
| Morse Asset Management, Inc | 100 | $5.88K | 0.00% | +100 | New |
| Tortoise Investment Management, LLC | 106 | $6.23K | 0.00% | −62−36.9% | Reduced |
| Cape Investment Advisory, Inc. | 111 | $6.53K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 119 | $6.99K | 0.00% | +10+9.2% | Added |
| Aspect Partners, LLC | 120 | $7.05K | 0.00% | +3+2.6% | Added |
| PSI Advisors, LLC | 122 | $7.13K | 0.00% | +1+0.8% | Added |
| Stephenson National Bank & Trust | 122 | $7.17K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 124 | $7.32K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 125 | $7.35K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 131 | $7.69K | 0.00% | 00.0% | Unchanged |
| American National Bank | 132 | $7.76K | 0.00% | −57−30.2% | Reduced |
| Livelsberger Financial Advisory | 135 | $7.94K | 0.17% | +135 | New |
| Pacific Center for Financial Services | 136 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 144 | $8.00K | 0.00% | −10−6.5% | Reduced |
| Dynamic Wealth Strategies, LLC | 142 | $8.00K | 0.01% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 144 | $8.48K | 0.00% | +10+7.5% | Added |
| SOA Wealth Advisors, LLC. | 144 | $8.49K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 148 | $8.68K | 0.00% | +24+19.4% | Added |
| Ruedi Wealth Management, Inc. | 148 | $8.70K | 0.00% | −16−9.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 150 | $8.82K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 153 | $8.99K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 153 | $8.99K | 0.00% | +32+26.4% | Added |
| Sachetta, LLC | 157 | $9.23K | 0.00% | +33+26.6% | Added |
| TruNorth Capital Management, LLC | 158 | $9.29K | 0.00% | +10+6.8% | Added |
| Vermillion & White Wealth Management Group, LLC | 159 | $9.36K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 162 | $9.52K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 163 | $9.58K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 166 | $9.76K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 167 | $9.82K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 169 | $9.94K | 0.00% | +66+64.1% | Added |
| Cassady Schiller Wealth Management, LLC | 170 | $9.99K | 0.00% | 00.0% | Unchanged |