| Cutler Group LP | 4 | $0 | 0.00% | −6,288−99.9% | Reduced |
| Dogwood Wealth Management LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $80 | 0.00% | −3,872−100.0% | Reduced |
| Kessler Investment Group, LLC | 2 | $160 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 5 | $399 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 5 | $405 | 0.00% | −1,005−99.5% | Reduced |
| Western Pacific Wealth Management, LP | 7 | $558 | 0.00% | +7 | New |
| Guardian Wealth Management, Inc. | 11 | $864 | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 12 | $925 | 0.00% | +1+9.1% | Added |
| Annapolis Financial Services, LLC | 12 | $967 | 0.00% | +12 | New |
| Tfo-TDC, LLC | 13 | $1.04K | 0.00% | −23−63.9% | Reduced |
| Quest Partners LLC | 16 | $1.28K | 0.00% | +16 | New |
| Tradewinds Capital Management, LLC | 18 | $1.44K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 20 | $1.59K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 133,546 | $1.68K | 0.08% | +133,546 | New |
| VitalStone Financial, LLC | 28 | $2.00K | 0.00% | −8,876−99.7% | Reduced |
| Sofos Investments, Inc. | 25 | $2.02K | 0.00% | +23+1,150.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 29 | $2.35K | 0.00% | −14−32.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 32 | $2.55K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 33 | $2.63K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 40 | $3.19K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 40 | $3.23K | 0.00% | −10,629−99.6% | Reduced |
| PayPay Securities Corp | 41 | $3.27K | 0.16% | −4−8.9% | Reduced |
| First Personal Financial Services | 45 | $3.59K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 52 | $4.15K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 57 | $4.55K | 0.00% | +13+29.5% | Added |
| Rakuten Securities, Inc. | 58 | $4.63K | 0.00% | +7+13.7% | Added |
| Core Wealth Advisors, Inc. | 60 | $4.79K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 60 | $4.79K | 0.01% | +45+300.0% | Added |
| Aspect Partners, LLC | 64 | $5.11K | 0.00% | +2+3.2% | Added |
| Activest Wealth Management | 68 | $5.42K | 0.00% | −1−1.4% | Reduced |
| Robinswood Financial LLC | 72 | $5.73K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 72 | $5.74K | 0.00% | +72 | New |
| Pin Oak Investment Advisors Inc | 71 | $6.00K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 83 | $6.19K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 86 | $6.86K | 0.00% | −133−60.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 87 | $6.94K | 0.00% | −2−2.2% | Reduced |
| Northwest Investment Counselors, LLC | 92 | $7.37K | 0.00% | +92 | New |
| Global Wealth Strategies & Associates | 94 | $7.50K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 94 | $7.50K | 0.01% | +94 | New |
| First Pacific Financial | 95 | $7.58K | 0.00% | +23+31.9% | Added |
| Frank, Rimerman Advisors LLC | 99 | $7.90K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $7.98K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 105 | $8.00K | 0.00% | −5,839−98.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 105 | $8.38K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 106 | $8.42K | 0.00% | −156−59.5% | Reduced |
| Macroview Investment Management LLC | 107 | $8.54K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 120 | $9.59K | 0.00% | −19−13.7% | Reduced |
| JDM Financial Group LLC | 122 | $9.73K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 125 | $9.97K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 125 | $9.97K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 128 | $10.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 144 | $11.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 150 | $12.0K | 0.00% | −6,106−97.6% | Reduced |
| Legend Financial Advisors, Inc. | 150 | $12.0K | 0.01% | +100+200.0% | Added |
| NCP Inc. | 152 | $12.1K | 0.01% | +152 | New |
| Winch Advisory Services, LLC | 154 | $12.3K | 0.00% | +1+0.7% | Added |
| Distillate Capital Partners LLC | 159 | $12.7K | 2.13% | −14−8.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 159 | $12.7K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 160 | $12.8K | 0.00% | +160 | New |
| Dunhill Financial, LLC | 160 | $12.8K | 0.01% | +17+11.9% | Added |
| Valued Wealth Advisors LLC | 162 | $12.9K | 0.01% | +33+25.6% | Added |
| Financial Synergies Wealth Advisors, Inc. | 163 | $13.0K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 172 | $13.7K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 175 | $14.0K | 0.00% | +175 | New |
| CarsonAllaria Wealth Management, Ltd. | 179 | $14.3K | 0.01% | +179 | New |
| West Oak Capital, LLC | 195 | $16.0K | 0.01% | −1,495−88.5% | Reduced |
| West Financial Advisors, LLC | 203 | $16.2K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 207 | $16.5K | 0.01% | +207 | New |
| LifeSteps Financial, Inc. | 212 | $16.9K | 0.01% | +212 | New |
| Avion Wealth | 212 | $17.0K | 0.00% | +32+17.8% | Added |
| Private Ocean, LLC | 218 | $17.4K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 219 | $17.5K | 0.00% | +19+9.5% | Added |
| IAG Wealth Partners, LLC | 229 | $18.2K | 0.00% | +2+0.9% | Added |
| American Capital Advisory, LLC | 264 | $19.6K | 0.02% | +224+560.0% | Added |
| Fortis Group Advisors, LLC | 250 | $19.9K | 0.00% | −250−50.0% | Reduced |
| Pacific Center for Financial Services | 250 | $19.9K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 250 | $19.9K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 251 | $20.0K | 0.01% | −115−31.4% | Reduced |
| Financial Freedom, LLC | 252 | $20.1K | 0.01% | +3+1.2% | Added |
| CBIZ Investment Advisory Services, LLC | 255 | $20.3K | 0.00% | +255 | New |
| Red Tortoise LLC | 257 | $20.5K | 0.01% | +217+542.5% | Added |
| First Community Trust NA | 260 | $20.7K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 265 | $21.2K | 0.01% | −19−6.7% | Reduced |
| Caitlin John, LLC | 268 | $21.4K | 0.02% | −38−12.4% | Reduced |
| Naples Money Management LLC | 278 | $22.2K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 285 | $22.7K | 0.01% | +104+57.5% | Added |
| Planning Capital Management Corp | 288 | $23.0K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 299 | $23.8K | 0.01% | +299 | New |
| Godsey & Gibb Associates | 299 | $23.8K | 0.00% | −29−8.8% | Reduced |
| Mendota Financial Group, LLC | 299 | $23.8K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 300 | $23.9K | 0.01% | +245+445.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 300 | $24.0K | 0.00% | −2,950−90.8% | Reduced |
| Quintet Private Bank (Europe) S.A. | 267 | $24.5K | 0.00% | +267 | New |
| VisionPoint Advisory Group, LLC | 311 | $24.8K | 0.01% | −9−2.8% | Reduced |
| Cornerstone Planning Group LLC | 447 | $24.9K | 0.01% | −24−5.1% | Reduced |
| PrairieView Partners, LLC | 310 | $25.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 315 | $25.1K | 0.02% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 316 | $25.2K | 0.02% | +237+300.0% | Added |
