| Wood Tarver Financial Group, LLC | 3 | $0 | 0.00% | +3 | New |
| REAP Financial Group, LLC | 1 | $103 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $206 | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 1 | $206 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $207 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 2 | $412 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $413 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 2 | $413 | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 2 | $413 | 0.00% | +2 | New |
| Aventura Private Wealth, LLC | 2 | $413 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 3 | $619 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $619 | 0.00% | +3 | New |
| Cherry Tree Wealth Management, LLC | 4 | $722 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $825 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 4 | $825 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 4 | $825 | 0.00% | +4 | New |
| BOK Financial Private Wealth, Inc. | 4 | $826 | 0.00% | +4 | New |
| Human Investing LLC | 4 | $826 | 0.00% | +4 | New |
| Sierra Ocean, LLC | 4 | $831 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | −2−20.0% | Reduced |
| Strengthening Families & Communities, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $1.03K | 0.00% | +5 | New |
| MCF Advisors LLC | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 5 | $1.05K | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 7 | $1.44K | 0.00% | +5+250.0% | Added |
| Parvin Asset Management, LLC | 7 | $1.44K | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 8 | $1.65K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8 | $1.72K | 0.00% | −2−20.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 9 | $1.86K | 0.00% | +9 | New |
| TFC Financial Management | 9 | $1.86K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $2.06K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 10 | $2.09K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 11 | $2.27K | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 12 | $2.58K | 0.00% | +2+20.0% | Added |
| Decker Retirement Planning Inc. | 14 | $2.89K | 0.00% | +14 | New |
| Ulland Investment Advisors, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $3.09K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 15 | $3.09K | 0.00% | +2+15.4% | Added |
| Whipplewood Advisors, LLC | 15 | $3.09K | 0.00% | +15 | New |
| Zions Bancorporation, N.A. | 16 | $3.30K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $3.30K | 0.00% | −3−15.8% | Reduced |
| Coppell Advisory Solutions LLC | 16 | $3.31K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 18 | $3.71K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 19 | $3.92K | 0.00% | −9−32.1% | Reduced |
| Aspect Partners, LLC | 19 | $3.92K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $4.33K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $4.46K | 0.00% | +8+61.5% | Added |
| Sound Income Strategies, LLC | 22 | $4.54K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 25 | $5.16K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 25 | $5.16K | 0.00% | +3+13.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 25 | $5.16K | 0.01% | +25 | New |
| Brown Brothers Harriman & Co | 26 | $5.36K | 0.00% | +4+18.2% | Added |
| WR Wealth Planners, LLC | 28 | $5.75K | 0.00% | +12+75.0% | Added |
| Coston, McIsaac & Partners | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 30 | $6.19K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 31 | $6.39K | 0.01% | +31 | New |
| Cape Investment Advisory, Inc. | 33 | $6.81K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 35 | $7.22K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 35 | $7.22K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $7.22K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 37 | $7.66K | 0.00% | +8+27.6% | Added |
| Continuum Advisory, LLC | 40 | $8.25K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 40 | $8.25K | 0.00% | +40 | New |
| Winch Advisory Services, LLC | 41 | $8.39K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 42 | $8.66K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 43 | $8.87K | 0.01% | +43 | New |
| LRI Investments, LLC | 43 | $8.91K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 42 | $9.00K | 0.00% | +1+2.4% | Added |
| Abound Wealth Management | 44 | $9.08K | 0.00% | −15−25.4% | Reduced |
| UMA Financial Services, Inc. | 46 | $9.49K | 0.00% | +46 | New |
| Tanglewood Legacy Advisors, LLC | 55 | $11.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 60 | $12.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 61 | $12.6K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 67 | $13.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 68 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 75 | $15.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 79 | $16.0K | 0.00% | −2−2.5% | Reduced |
| Bruce G. Allen Investments, LLC | 78 | $16.1K | 0.01% | +19+32.2% | Added |
| Private Wealth Management Group, LLC | 78 | $16.1K | 0.01% | +2+2.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 79 | $16.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 81 | $16.8K | 0.00% | −118−59.3% | Reduced |
| Pineridge Advisors LLC | 90 | $18.6K | 0.01% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 92 | $19.0K | 0.00% | +92 | New |
| AdvisorNet Financial, Inc | 93 | $19.2K | 0.00% | −37−28.5% | Reduced |
| Core Alternative Capital | 95 | $19.6K | 0.00% | +79+493.8% | Added |
| Sugarloaf Wealth Management, LLC | 100 | $20.6K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 100 | $20.6K | 0.01% | +77+334.8% | Added |
| McIlrath & Eck, LLC | 103 | $21.2K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 107 | $22.1K | 0.01% | +1+0.9% | Added |
| MB, Levis & Associates, LLC | 109 | $22.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 110 | $22.7K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 110 | $22.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 111 | $22.9K | 0.01% | −3−2.6% | Reduced |
| JFS Wealth Advisors, LLC | 111 | $22.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 112 | $23.1K | 0.01% | +9+8.7% | Added |
| Carolinas Wealth Consulting LLC | 116 | $23.9K | 0.00% | −18−13.4% | Reduced |
| Hemington Wealth Management | 117 | $24.0K | 0.01% | +25+27.2% | Added |
| Harbor Investment Advisory, LLC | 117 | $24.1K | 0.00% | 00.0% | Unchanged |