| Beaird Harris Wealth Management, LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Sofos Investments, Inc. | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 8 | $238 | 0.00% | +1+14.3% | Added |
| JPL Wealth Management, LLC | 8 | $239 | 0.00% | +8 | New |
| Godfrey Financial Associates, Inc. | 9 | $268 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 14 | $417 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $447 | 0.00% | −61−80.3% | Reduced |
| Addison Advisors LLC | 15 | $447 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 17 | $506 | 0.00% | +17 | New |
| Trust Co | 18 | $536 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 18 | $537 | 0.00% | +18 | New |
| Brown, Lisle/Cummings, Inc. | 20 | $596 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 25 | $745 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 28 | $834 | 0.00% | −21−42.9% | Reduced |
| Richardson Financial Services Inc. | 28 | $834 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 29 | $864 | 0.00% | +29 | New |
| Southern Michigan Bank & Trust | 30 | $866 | 0.00% | +30 | New |
| First Command Advisory Services, Inc. | 32 | $928 | 0.00% | +4+14.3% | Added |
| Phillip James Consulting Co. | 33 | $1.00K | 0.00% | +33 | New |
| St Germain D J Co Inc | 34 | $1.01K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 41 | $1.22K | 0.00% | +41 | New |
| Private Wealth Asset Management, LLC | 49 | $1.46K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 50 | $1.49K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 51 | $1.52K | 0.00% | −94−64.8% | Reduced |
| JNBA Financial Advisors | 66 | $1.97K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 69 | $2.06K | 0.00% | +69 | New |
| Intentional Wealth Strategies, LLC | 71 | $2.11K | 0.00% | +71 | New |
| Central Trust Co | 74 | $2.20K | 0.00% | +37+100.0% | Added |
| Signature Equity Partners, LLC | 78 | $2.32K | 0.00% | −203−72.2% | Reduced |
| Abound Wealth Management | 84 | $2.50K | 0.00% | −42−33.3% | Reduced |
| Rossby Financial, LCC | 87 | $2.65K | 0.00% | +87 | New |
| Lodestone Wealth Management LLC | 90 | $2.68K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 90 | $2.68K | 0.00% | +13+16.9% | Added |
| Entrust Financial LLC | 95 | $2.83K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 100 | $3.00K | 0.00% | +51+104.1% | Added |
| Innovative Asset Advisors Group, LLC | 101 | $3.01K | 0.00% | +101 | New |
| Principia Wealth Advisory, LLC | 103 | $3.07K | 0.00% | −3−2.8% | Reduced |
| UMA Financial Services, Inc. | 105 | $3.13K | 0.00% | −87−45.3% | Reduced |
| Sound Income Strategies, LLC | 105 | $3.20K | 0.00% | −126−54.5% | Reduced |
| IMA Wealth, Inc. | 113 | $3.37K | 0.00% | −32−22.1% | Reduced |
| Wealth Science Advisors LLC | 89 | $3.43K | 0.00% | +89 | New |
| Bare Financial Services, Inc | 119 | $3.54K | 0.00% | +38+46.9% | Added |
| CVA Family Office, LLC | 134 | $3.99K | 0.00% | +36+36.7% | Added |
| SHP Wealth Management | 145 | $4.32K | 0.00% | +53+57.6% | Added |
| Financial Management Professionals, Inc. | 151 | $4.50K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 156 | $4.65K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 161 | $4.79K | 0.00% | −184−53.3% | Reduced |
| WPG Advisers, LLC | 163 | $4.85K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 175 | $5.21K | 0.00% | +30+20.7% | Added |
| Bell Investment Advisors, Inc | 191 | $5.69K | 0.00% | −134−41.2% | Reduced |
| Arlington Trust Co LLC | 191 | $5.69K | 0.00% | +191 | New |
| Manning & Napier Advisors LLC | 201 | $5.71K | 0.00% | −145−41.9% | Reduced |
| Whipplewood Advisors, LLC | 221 | $6.58K | 0.00% | +221 | New |
| FWL Investment Management, LLC | 223 | $6.66K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 249 | $7.22K | 0.00% | −77−23.6% | Reduced |
| Alerus Financial NA | 300 | $8.93K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 305 | $9.08K | 0.00% | −399−56.7% | Reduced |
| Vision Financial Markets LLC | 315 | $9.38K | 0.01% | +315 | New |
| GW&K Investment Management, LLC | 344 | $10.0K | 0.00% | +36+11.7% | Added |
| Financial Consulate, Inc | 349 | $10.4K | 0.00% | +120+52.4% | Added |
| Root Financial Partners, LLC | 369 | $11.0K | 0.00% | −323−46.7% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 391 | $11.3K | 0.00% | −1,041−72.7% | Reduced |
| Credit Industriel Et Commercial | 397 | $11.5K | 0.00% | −1,138−74.1% | Reduced |
| Creative Financial Designs Inc | 419 | $12.5K | 0.00% | +220+110.6% | Added |
| Larson Financial Group LLC | 427 | $12.7K | 0.00% | −87−16.9% | Reduced |
| Huntington National Bank | 444 | $13.2K | 0.00% | +47+11.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 449 | $13.4K | 0.00% | +449 | New |
| Bruce G. Allen Investments, LLC | 481 | $14.3K | 0.01% | +142+41.9% | Added |
| Key Financial Inc | 483 | $14.4K | 0.00% | +129+36.4% | Added |
| Steward Partners Investment Advisory, LLC | 489 | $14.6K | 0.00% | −85−14.8% | Reduced |
| J.Safra Asset Management Corp | 494 | $14.7K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 500 | $14.9K | 0.01% | −3,300−86.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 500 | $14.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 513 | $15.3K | 0.00% | +420+451.6% | Added |
| TFC Financial Management | 514 | $15.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 532 | $15.8K | 0.00% | +345+184.5% | Added |
| GAMMA Investing LLC | 537 | $16.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 568 | $16.9K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 593 | $17.7K | 0.00% | −125−17.4% | Reduced |
| Robinswood Financial LLC | 666 | $19.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 834 | $24.8K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 874 | $26.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 930 | $27.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 946 | $28.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 953 | $28.4K | 0.00% | +55+6.1% | Added |
| Bessemer Group Inc | 950 | $29.0K | 0.00% | −1,041−52.3% | Reduced |
| Fifth Third Bancorp | 1,022 | $30.4K | 0.00% | +85+9.1% | Added |
| True Wealth Design, LLC | 1,023 | $30.5K | 0.01% | +446+77.3% | Added |
| Anfield Capital Management, LLC | 1,107 | $33.0K | 0.01% | +1,107 | New |
| Cary Street Partner Investment Advisory LLC | 1,109 | $33.0K | 0.01% | −179−13.9% | Reduced |
| Meramec Financial Planners, LLC | 1,000 | $33.4K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,162 | $34.6K | 0.01% | −10,960−90.4% | Reduced |
| Westside Investment Management, Inc. | 1,186 | $35.3K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 1,221 | $36.4K | 0.00% | +1,221 | New |
| Intesa Sanpaolo Wealth Management | 1,451 | $41.9K | 0.01% | −1,106−43.3% | Reduced |
| Harbour Investments, Inc. | 1,465 | $43.6K | 0.00% | +1,465 | New |
| Founders Capital Management | 1,500 | $44.7K | 0.02% | −500−25.0% | Reduced |
| Zions Bancorporation, National Association | 1,549 | $46.1K | 0.00% | −3−0.2% | Reduced |
| Rothschild Investment LLC | 1,636 | $48.7K | 0.00% | −5−0.3% | Reduced |
