| Rothschild Investment LLC | 2 | $112 | 0.00% | −3−60.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 2 | $112 | 0.00% | +2 | New |
| West Branch Capital LLC | 2 | $113 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 3 | $146 | 0.00% | −61−95.3% | Reduced |
| Fairman Group, LLC | 3 | $168 | 0.00% | −4−57.1% | Reduced |
| HHM Wealth Advisors, LLC | 3 | $169 | 0.00% | +3 | New |
| Clear Investment Research, LLC | 3 | $220 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 4 | $225 | 0.00% | +4 | New |
| NewSquare Capital LLC | 5 | $281 | 0.00% | +5 | New |
| Capital A Wealth Management, LLC | 5 | $281 | 0.00% | +5 | New |
| Horizon Investments, LLC | 6 | $337 | 0.00% | −55−90.2% | Reduced |
| Cape Investment Advisory, Inc. | 6 | $337 | 0.00% | +2+50.0% | Added |
| New Millennium Group LLC | 6 | $337 | 0.00% | +6 | New |
| Plante Moran Financial Advisors, LLC | 7 | $393 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $449 | 0.00% | −1−11.1% | Reduced |
| Principia Wealth Advisory, LLC | 8 | $449 | 0.00% | +8 | New |
| Quent Capital, LLC | 9 | $505 | 0.00% | +9 | New |
| MV Capital Management, Inc. | 9 | $506 | 0.00% | +3+50.0% | Added |
| Sound Income Strategies, LLC | 10 | $565 | 0.00% | −15−60.0% | Reduced |
| 1620 Investment Advisors, Inc. | 12 | $670 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 12 | $674 | 0.00% | +12 | New |
| Whipplewood Advisors, LLC | 12 | $674 | 0.00% | +12 | New |
| Synergy Financial Management, LLC | 13 | $807 | 0.00% | +13 | New |
| CVA Family Office, LLC | 15 | $842 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $842 | 0.00% | +15 | New |
| WealthTrak Capital Management LLC | 15 | $843 | 0.00% | +15 | New |
| Financial Management Professionals, Inc. | 16 | $898 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $962 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $1.00K | 0.00% | +9+64.3% | Added |
| Glen Eagle Advisors, LLC | 18 | $1.03K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $1.12K | 0.00% | −2−9.1% | Reduced |
| Raffa Wealth Management, LLC | 23 | $1.29K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 24 | $1.35K | 0.00% | +24 | New |
| FLP Wealth Management, LLC | 24 | $1.35K | 0.00% | +24 | New |
| WPG Advisers, LLC | 35 | $1.97K | 0.00% | +35 | New |
| Toth Financial Advisory Corp | 40 | $2.25K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 40 | $2.25K | 0.00% | +40 | New |
| Vermillion Wealth Management, Inc. | 40 | $2.25K | 0.00% | +40 | New |
| Brown, Lisle/Cummings, Inc. | 42 | $2.36K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 43 | $2.44K | 0.00% | +1+2.4% | Added |
| HM Payson & Co | 46 | $2.58K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 47 | $2.64K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 47 | $2.64K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $2.81K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 50 | $2.81K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 52 | $2.92K | 0.00% | −92−63.9% | Reduced |
| Truvestments Capital LLC | 58 | $3.26K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 59 | $3.31K | 0.00% | +59 | New |
| DiNuzzo Private Wealth, Inc. | 63 | $3.54K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 63 | $3.54K | 0.00% | +63 | New |
| SJS Investment Consulting Inc. | 64 | $3.59K | 0.00% | −11−14.7% | Reduced |
| Delta Asset Management LLC | 65 | $3.65K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 65 | $3.65K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $3.99K | 0.00% | −63−47.0% | Reduced |
| Brown Brothers Harriman & Co | 75 | $4.21K | 0.00% | −6,270−98.8% | Reduced |
| Logan Capital Management Inc | 76 | $4.25K | 0.00% | +76 | New |
| Key Financial Inc | 76 | $4.27K | 0.00% | +46+153.3% | Added |
| Stonebridge Financial Group, LLC | 76 | $4.27K | 0.00% | +76 | New |
| Bogart Wealth, LLC | 79 | $4.43K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 80 | $4.49K | 0.00% | +80 | New |
| Farmers & Merchants Investments Inc | 90 | $5.05K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 90 | $5.05K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 92 | $5.17K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 94 | $5.28K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 104 | $5.84K | 0.00% | −1,197−92.0% | Reduced |
| Private Wealth Management Group, LLC | 106 | $5.95K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 101 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 108 | $6.06K | 0.00% | +108 | New |
| High Note Wealth, LLC | 110 | $6.17K | 0.00% | +110 | New |
| Ridgewood Investments LLC | 110 | $6.18K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 138 | $7.75K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 144 | $8.00K | 0.01% | +2+1.4% | Added |
| Operose Advisors LLC | 145 | $8.14K | 0.00% | −765−84.1% | Reduced |
| Pingora Partners LLC | 165 | $9.26K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 173 | $9.40K | 0.01% | +173 | New |
| CIBC Private Wealth Group, LLC | 171 | $9.58K | 0.00% | −1,240−87.9% | Reduced |
| Runnymede Capital Advisors, Inc. | 171 | $9.60K | 0.01% | +171 | New |
| Creative Financial Designs Inc | 173 | $9.71K | 0.00% | +30+21.0% | Added |
| Bruce G. Allen Investments, LLC | 176 | $9.88K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 174 | $10.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 185 | $10.4K | 0.00% | +185 | New |
| Acima Private Wealth, LLC | 200 | $11.2K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 200 | $11.2K | 0.01% | +200 | New |
| Fortitude Family Office, LLC | 209 | $11.7K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 211 | $11.8K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 216 | $12.1K | 0.00% | +216 | New |
| Pinnacle Bancorp, Inc. | 222 | $12.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 242 | $13.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 252 | $14.1K | 0.01% | −416−62.3% | Reduced |
| Signaturefd, LLC | 258 | $14.5K | 0.00% | −8−3.0% | Reduced |
| Princeton Global Asset Management LLC | 260 | $14.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 260 | $14.6K | 0.01% | −54,208−99.5% | Reduced |
| REAP Financial Group, LLC | 260 | $14.6K | 0.00% | +128+97.0% | Added |
| Indiana Trust & Investment Management CO | 263 | $14.8K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 276 | $15.5K | 0.01% | +276 | New |
| Caitong International Asset Management Co., Ltd | 279 | $15.7K | 0.02% | +279 | New |
| Legacy Investment Solutions, LLC | 271 | $15.7K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 271 | $15.7K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 300 | $16.8K | 0.01% | +300 | New |
| Noble Wealth Management PBC | 310 | $17.4K | 0.01% | +310 | New |