| Keener Financial Planning LLC | 100 | $0 | 0.00% | −3,380−97.1% | Reduced |
| Clear Street LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2 | $20 | 0.00% | −320,699−100.0% | Reduced |
| Safe Harbor Fiduciary, LLC | 2 | $20 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 5 | $50 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 11 | $128 | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 15 | $149 | 0.00% | +15 | New |
| West Branch Capital LLC | 16 | $159 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 16 | $163 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 20 | $198 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 22 | $218 | 0.00% | +22 | New |
| WestEnd Advisors, LLC | 23 | $228 | 0.00% | −5−17.9% | Reduced |
| Compass Financial Services Inc | 25 | $243 | 0.00% | +25 | New |
| Bradley & Co. Private Wealth Management, LLC | 50 | $495 | 0.00% | +50 | New |
| Principia Wealth Advisory, LLC | 53 | $525 | 0.00% | +53 | New |
| Studio Investment Management LLC | 55 | $544 | 0.00% | +55 | New |
| Sherman Asset Management, Inc. | 57 | $564 | 0.00% | +57 | New |
| NBC Securities, Inc. | 58 | $576 | 0.05% | −58,835−99.9% | Reduced |
| Riverview Trust Co | 63 | $624 | 0.00% | −1,773−96.6% | Reduced |
| Cordant, Inc. | 64 | $634 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 64 | $634 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 65 | $644 | 0.00% | −360−84.7% | Reduced |
| Financial Freedom, LLC | 70 | $693 | 0.00% | −1,788−96.2% | Reduced |
| Ruedi Wealth Management, Inc. | 71 | $703 | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 73 | $723 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 75 | $742 | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 85 | $846 | 0.00% | +85 | New |
| Maryland Capital Advisors Inc. | 90 | $891 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 97 | $961 | 0.00% | −20−17.1% | Reduced |
| GoalVest Advisory LLC | 100 | $990 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $990 | 0.00% | +100 | New |
| Prudent Man Investment Management, Inc. | 100 | $990 | 0.00% | +100 | New |
| Promus Capital, LLC | 100 | $990 | 0.00% | +100 | New |
| Bear Mountain Capital, Inc. | 102 | $1.04K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 112 | $1.11K | 0.00% | +112 | New |
| Kathleen S. Wright Associates Inc. | 117 | $1.16K | 0.00% | −1,117−90.5% | Reduced |
| RE Dickinson Investment Advisors, LLC | 115 | $1.20K | 0.00% | +9+8.5% | Added |
| Roxbury Financial LLC | 115 | $1.29K | 0.00% | +115 | New |
| Vermillion Wealth Management, Inc. | 141 | $1.39K | 0.00% | +141 | New |
| Darwin Advisors, LLC | 147 | $1.46K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 174 | $1.72K | 0.00% | −2,621−93.8% | Reduced |
| Frazier Financial Advisors, LLC | 176 | $1.74K | 0.00% | −75−29.9% | Reduced |
| 1620 Investment Advisors, Inc. | 176 | $1.74K | 0.00% | −993−84.9% | Reduced |
| PayPay Securities Corp | 192 | $1.90K | 0.08% | +63+48.8% | Added |
| Kozak & Associates, Inc. | 200 | $1.98K | 0.00% | −6,768−97.1% | Reduced |
| SOA Wealth Advisors, LLC. | 200 | $1.98K | 0.00% | −1,034−83.8% | Reduced |
| Old Second National Bank of Aurora | 200 | $1.98K | 0.00% | −200−50.0% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $1.98K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 253 | $2.00K | 0.00% | −20−7.3% | Reduced |
| HBC Financial Services, PLLC | 222 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 203 | $2.01K | 0.00% | +203 | New |
| Your Advocates Ltd., LLP | 203 | $2.01K | 0.00% | −25−11.0% | Reduced |
| Centricity Wealth Management, LLC | 208 | $2.06K | 0.00% | +208 | New |
| Painted Porch Advisors LLC | 213 | $2.11K | 0.00% | −1,000−82.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 220 | $2.18K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 224 | $2.22K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 224 | $2.22K | 0.00% | +224 | New |
| Sachetta, LLC | 231 | $2.29K | 0.00% | −505−68.6% | Reduced |
| Gold Investment Management Ltd. | 235 | $2.33K | 0.00% | +3+1.3% | Added |
| Legacy Investment Solutions, LLC | 254 | $2.35K | 0.00% | −1,615−86.4% | Reduced |
| Legacy Wealth Managment, LLC | 254 | $2.35K | 0.00% | −1,615−86.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 243 | $2.41K | 0.00% | +83+51.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 248 | $2.46K | 0.00% | −71−22.3% | Reduced |
| Compass Wealth Management LLC | 250 | $2.48K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 250 | $2.48K | 0.00% | +250 | New |
| Missouri Trust & Investment Co | 250 | $2.48K | 0.00% | +250 | New |
| Hallmark Capital Management Inc | 250 | $2.48K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 266 | $2.63K | 0.00% | −105−28.3% | Reduced |
| JDM Financial Group LLC | 280 | $2.77K | 0.00% | −46−14.1% | Reduced |
| True Wealth Design, LLC | 282 | $2.79K | 0.00% | +97+52.4% | Added |
| Aspect Partners, LLC | 287 | $2.84K | 0.00% | +169+143.2% | Added |
| WealthCollab, LLC | 300 | $2.97K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 300 | $2.97K | 0.00% | +300 | New |
| Roble, Belko & Company, Inc | 275 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 305 | $3.02K | 0.00% | −264−46.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 308 | $3.06K | 0.00% | +2+0.7% | Added |
| WPG Advisers, LLC | 309 | $3.06K | 0.00% | +309 | New |
| Wiser Advisor Group LLC | 323 | $3.20K | 0.00% | +4+1.3% | Added |
| Ritter Daniher Financial Advisory LLC | 328 | $3.25K | 0.00% | +4+1.2% | Added |
| Chilton Capital Management LLC | 334 | $3.31K | 0.00% | −966−74.3% | Reduced |
| Colonial Trust Co | 336 | $3.33K | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 350 | $3.46K | 0.00% | +350 | New |
| TD Capital Management LLC | 352 | $3.49K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 355 | $3.52K | 0.00% | +4+1.1% | Added |
| Sittner & Nelson, LLC | 357 | $3.53K | 0.00% | −360−50.2% | Reduced |
| Raffa Wealth Management, LLC | 358 | $3.54K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 358 | $3.54K | 0.00% | +155+76.4% | Added |
| Caldwell Trust Co | 359 | $3.55K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 378 | $3.74K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 385 | $3.81K | 0.00% | −5,905−93.9% | Reduced |
| Washington Trust Co | 400 | $3.96K | 0.00% | −1,633−80.3% | Reduced |
| Bellwether Advisors, LLC | 403 | $3.99K | 0.00% | +403 | New |
| Core Alternative Capital | 432 | $4.28K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 468 | $4.63K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 470 | $4.65K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 475 | $4.70K | 0.00% | −34−6.7% | Reduced |
| Hurley Capital, LLC | 482 | $4.76K | 0.00% | +482 | New |
| Halbert Hargrove Global Advisors, LLC | 482 | $4.77K | 0.00% | +482 | New |
