| Householder Group Estate & Retirement Specialist, LLC | 3 | $0 | 0.00% | −26−89.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Annapolis Financial Services, LLC | 1 | $40 | 0.00% | −11−91.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 2 | $126 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 3 | $189 | 0.00% | −296−99.0% | Reduced |
| Fairman Group, LLC | 5 | $314 | 0.00% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 7 | $461 | 0.00% | +7 | New |
| DAGCO, Inc. | 9 | $566 | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 11 | $692 | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 12 | $744 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 15 | $814 | 0.00% | −296−95.2% | Reduced |
| WestEnd Advisors, LLC | 14 | $880 | 0.00% | −2−12.5% | Reduced |
| Talon Private Wealth, LLC | 14 | $880 | 0.00% | +14 | New |
| J.Safra Asset Management Corp | 15 | $921 | 0.00% | +15 | New |
| Planned Solutions, Inc. | 17 | $1.07K | 0.00% | +17 | New |
| ClariVest Asset Management LLC | 20 | $1.18K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 19 | $1.20K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 22 | $1.38K | 0.00% | +22 | New |
| VitalStone Financial, LLC | 23 | $1.45K | 0.00% | −5,446−99.6% | Reduced |
| Claris Advisors, LLC | 23 | $1.45K | 0.00% | +23 | New |
| Tradewinds Capital Management, LLC | 23 | $1.45K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 27 | $1.70K | 0.00% | +27 | New |
| NVWM, LLC | 29 | $1.82K | 0.00% | +5+20.8% | Added |
| Hall Laurie J Trustee | 45 | $2.00K | 0.00% | −2,443−98.2% | Reduced |
| PayPay Securities Corp | 34 | $2.14K | 0.19% | −18−34.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 37 | $2.33K | 0.00% | −153−80.5% | Reduced |
| Fairscale Capital, LLC | 39 | $2.45K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 40 | $2.52K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 42 | $2.64K | 0.00% | +42 | New |
| Rakuten Securities, Inc. | 43 | $2.70K | 0.00% | +11+34.4% | Added |
| Pineridge Advisors LLC | 49 | $3.06K | 0.00% | −57−53.8% | Reduced |
| First Personal Financial Services | 49 | $3.08K | 0.00% | +4+8.9% | Added |
| RE Dickinson Investment Advisors, LLC | 50 | $3.14K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 52 | $3.27K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 53 | $3.33K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 55 | $3.46K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 55 | $3.46K | 0.00% | +55 | New |
| Aspect Partners, LLC | 62 | $3.90K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 66 | $4.16K | 0.00% | +66 | New |
| Robinswood Financial LLC | 72 | $4.53K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 73 | $4.59K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 75 | $4.72K | 0.00% | +75 | New |
| Transamerica Financial Advisors, Inc. | 70 | $5.00K | 0.00% | −14,906−99.5% | Reduced |
| Halpern Financial, Inc. | 83 | $5.17K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 85 | $5.34K | 0.00% | −270−76.1% | Reduced |
| Safe Harbor Fiduciary, LLC | 88 | $5.53K | 0.01% | +88 | New |
| POM Investment Strategies, LLC | 94 | $5.91K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 94 | $5.91K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 100 | $6.29K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 100 | $6.29K | 0.00% | +100 | New |
| Coastline Trust Co | 100 | $6.29K | 0.00% | +100 | New |
| TruNorth Capital Management, LLC | 100 | $6.29K | 0.00% | +100 | New |
| Valued Wealth Advisors LLC | 103 | $6.48K | 0.00% | −5−4.6% | Reduced |
| Laurel Wealth Advisors LLC | 105 | $6.60K | 0.00% | −379−78.3% | Reduced |
| Macroview Investment Management LLC | 107 | $6.73K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 108 | $6.79K | 0.00% | −1,170−91.5% | Reduced |
| Northwest Investment Counselors, LLC | 112 | $7.01K | 0.00% | +112 | New |
| CarsonAllaria Wealth Management, Ltd. | 115 | $7.23K | 0.00% | −64−35.8% | Reduced |
| WR Wealth Planners, LLC | 121 | $7.61K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 123 | $7.76K | 0.00% | +1+0.8% | Added |
| Legend Financial Advisors, Inc. | 125 | $7.86K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 125 | $7.86K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 126 | $7.93K | 0.03% | +126 | New |
| Miller Wealth Advisors, LLC | 125 | $7.96K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 144 | $9.05K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 150 | $9.43K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 150 | $9.43K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 152 | $9.54K | 0.00% | +57+60.0% | Added |
| NCP Inc. | 154 | $9.67K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 154 | $9.68K | 0.00% | −278−64.4% | Reduced |
| Avion Wealth | 169 | $10.0K | 0.00% | +21+14.2% | Added |
| DHJJ Financial Advisors, Ltd. | 172 | $10.8K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 176 | $11.1K | 0.01% | −6,083−97.2% | Reduced |
| JDM Financial Group LLC | 187 | $11.8K | 0.01% | +97+107.8% | Added |
| Financial Management Professionals, Inc. | 186 | $12.0K | 0.00% | +59+46.5% | Added |
| Louisbourg Investments Inc. | 195 | $12.3K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 195 | $12.3K | 0.00% | +195 | New |
| Atlantic Private Wealth, LLC | 200 | $12.6K | 0.01% | +200 | New |
| West Financial Advisors, LLC | 203 | $12.8K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 207 | $13.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 210 | $13.2K | 0.00% | −389−64.9% | Reduced |
| Bellevue Asset Management, LLC | 212 | $13.4K | 0.01% | +1+0.5% | Added |
| McMahon Financial Advisors, LLC | 215 | $13.5K | 0.00% | −577−72.9% | Reduced |
| Naples Money Management LLC | 221 | $13.9K | 0.01% | −21−8.7% | Reduced |
| Red Tortoise LLC | 222 | $13.9K | 0.01% | +3+1.4% | Added |
| First Pacific Financial | 222 | $14.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 233 | $14.6K | 0.00% | +2+0.9% | Added |
| SWAN Capital LLC | 242 | $15.2K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $15.7K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $15.7K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 250 | $15.7K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 250 | $16.0K | 0.00% | −7,333−96.7% | Reduced |
| Financial Freedom, LLC | 257 | $16.1K | 0.01% | +3+1.2% | Added |
| Lowe Wealth Advisors, LLC | 261 | $16.4K | 0.01% | −36−12.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 264 | $16.7K | 0.00% | +9+3.5% | Added |
