| Lazard Asset Management LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 4 | $0 | 0.00% | +4 | New |
| Eagle Bay Advisors LLC | 1 | $38 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $51 | 0.00% | −1,859−99.9% | Reduced |
| Semmax Financial Advisors Inc. | 2 | $70 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 3 | $119 | 0.00% | +3 | New |
| Eastern Bank | 4 | $159 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $160 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $199 | 0.00% | −56−91.8% | Reduced |
| NVWM, LLC | 5 | $199 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $199 | 0.00% | +5 | New |
| Activest Wealth Management | 6 | $239 | 0.00% | +6 | New |
| Mark Sheptoff Financial Planning, LLC | 8 | $300 | 0.00% | +1+14.3% | Added |
| Old Second National Bank of Aurora | 9 | $358 | 0.00% | +9 | New |
| YANKCOM Partnership | 9 | $358 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 9 | $358 | 0.00% | +9 | New |
| Capital A Wealth Management, LLC | 9 | $358 | 0.00% | +9 | New |
| Van Hulzen Asset Management, LLC | 9 | $359 | 0.00% | +9 | New |
| Winnow Wealth LLC | 11 | $410 | 0.00% | +11 | New |
| Quent Capital, LLC | 12 | $477 | 0.00% | +12 | New |
| Tradewinds Capital Management, LLC | 12 | $478 | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 15 | $597 | 0.00% | −978−98.5% | Reduced |
| Wolff Wiese Magana LLC | 15 | $597 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 15 | $597 | 0.00% | +5+50.0% | Added |
| NewSquare Capital LLC | 15 | $597 | 0.00% | +15 | New |
| Aspect Partners, LLC | 16 | $636 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $756 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 19 | $764 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 20 | $796 | 0.00% | −100−83.3% | Reduced |
| Valued Wealth Advisors LLC | 21 | $836 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 23 | $915 | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 25 | $995 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 28 | $1.11K | 0.00% | +28 | New |
| DiNuzzo Private Wealth, Inc. | 29 | $1.15K | 0.00% | −201−87.4% | Reduced |
| Clark Wealth Partners | 29 | $1.15K | 0.00% | +29 | New |
| HHM Wealth Advisors, LLC | 31 | $1.23K | 0.00% | +31 | New |
| Highline Wealth Partners LLC | 32 | $1.27K | 0.00% | −12−27.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 34 | $1.35K | 0.00% | +34 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 43 | $1.71K | 0.00% | −44−50.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 45 | $1.77K | 0.00% | +45 | New |
| Carolinas Wealth Consulting LLC | 46 | $1.83K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $1.99K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 50 | $1.99K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 53 | $2.11K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 55 | $2.19K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 55 | $2.19K | 0.00% | +12+27.9% | Added |
| BOK Financial Private Wealth, Inc. | 56 | $2.23K | 0.00% | −58−50.9% | Reduced |
| Atticus Wealth Management, LLC | 59 | $2.35K | 0.00% | −131−68.9% | Reduced |
| Spectrum Wealth Counsel, LLC | 60 | $2.39K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 60 | $2.39K | 0.06% | +60 | New |
| Kayne Anderson Rudnick Investment Management LLC | 61 | $2.43K | 0.00% | +43+238.9% | Added |
| Archer Investment Corp | 66 | $2.63K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 66 | $2.63K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 67 | $2.67K | 0.00% | +13+24.1% | Added |
| Abound Wealth Management | 68 | $2.71K | 0.00% | −5−6.8% | Reduced |
| MPWM Advisory Solutions, LLC | 68 | $2.71K | 0.00% | +68 | New |
| Holos Integrated Wealth LLC | 73 | $2.90K | 0.00% | +73 | New |
| Avion Wealth | 76 | $3.00K | 0.00% | +13+20.6% | Added |
| Nemes Rush Group LLC | 81 | $3.21K | 0.00% | +1+1.3% | Added |
| Financial Perspectives, Inc | 82 | $3.26K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 87 | $3.46K | 0.01% | +87 | New |
| MB, Levis & Associates, LLC | 87 | $3.47K | 0.00% | +1+1.2% | Added |
| Leonteq Securities AG | 94 | $3.74K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 96 | $3.82K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 102 | $4.10K | 0.00% | −365−78.2% | Reduced |
| Legacy Wealth Managment, LLC | 102 | $4.10K | 0.00% | −365−78.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 104 | $4.14K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 112 | $4.44K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 123 | $4.89K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 132 | $5.25K | 0.00% | +132 | New |
| Ruedi Wealth Management, Inc. | 133 | $5.29K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 136 | $5.43K | 0.00% | +28+25.9% | Added |
| Whipplewood Advisors, LLC | 137 | $5.45K | 0.00% | +137 | New |
| Addison Advisors LLC | 145 | $5.77K | 0.00% | −109−42.9% | Reduced |
| General Partner, Inc. | 150 | $5.97K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150 | $5.99K | 0.00% | +14+10.3% | Added |
| Quest 10 Wealth Builders, Inc. | 153 | $6.09K | 0.01% | +153 | New |
| Sierra Ocean, LLC | 154 | $6.14K | 0.01% | +154 | New |
| ESL Trust Services, LLC | 156 | $6.21K | 0.00% | +156 | New |
| Hemington Wealth Management | 182 | $7.00K | 0.00% | +25+15.9% | Added |
| Centricity Wealth Management, LLC | 183 | $7.28K | 0.01% | +183 | New |
| Gen-Wealth Partners Inc | 186 | $7.40K | 0.00% | −144−43.6% | Reduced |
| Park Square Financial Group, LLC | 190 | $7.56K | 0.01% | +190 | New |
| Brown Brothers Harriman & Co | 192 | $7.64K | 0.00% | −8,158−97.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 195 | $7.76K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 199 | $7.92K | 0.00% | +199 | New |
| ORG Partners LLC | 200 | $7.96K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 200 | $7.96K | 0.00% | +200 | New |
| Key Financial Inc | 207 | $8.23K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 208 | $8.28K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 210 | $8.35K | 0.00% | +210 | New |
| Rosenberg Matthew Hamilton | 214 | $8.51K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 215 | $8.55K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 216 | $8.59K | 0.00% | −117−35.1% | Reduced |
| WPG Advisers, LLC | 219 | $8.71K | 0.01% | +219 | New |
| Winch Advisory Services, LLC | 219 | $8.72K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 229 | $9.11K | 0.00% | +229 | New |
| Raleigh Capital Management Inc. | 238 | $9.46K | 0.00% | +64+36.8% | Added |
| New England Capital Financial Advisors LLC | 245 | $9.77K | 0.00% | +2+0.8% | Added |