| Wood Tarver Financial Group, LLC | 29 | $0 | 0.00% | +29 | New |
| Rakuten Securities, Inc. | 3 | $98 | 0.00% | −31−91.2% | Reduced |
| WestEnd Advisors, LLC | 5 | $163 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $163 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $164 | 0.00% | +5 | New |
| Kohmann Bosshard Financial Services, LLC | 7 | $228 | 0.00% | +7 | New |
| Morse Asset Management, Inc | 14 | $457 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 14 | $457 | 0.00% | +14 | New |
| Core Alternative Capital | 15 | $489 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 15 | $490 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 16 | $522 | 0.00% | +16 | New |
| Old Second National Bank of Aurora | 18 | $587 | 0.00% | +18 | New |
| Global Financial Private Client, LLC | 19 | $620 | 0.00% | +19 | New |
| Winnow Wealth LLC | 20 | $625 | 0.00% | +20 | New |
| Maryland Capital Advisors Inc. | 20 | $653 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 24 | $783 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 28 | $885 | 0.00% | +1+3.7% | Added |
| PayPay Securities Corp | 29 | $946 | 0.04% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 30 | $979 | 0.00% | +30 | New |
| Picton Mahoney Asset Management | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 31 | $1.01K | 0.00% | −196−86.3% | Reduced |
| Accordant Advisory Group Inc | 31 | $1.01K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 33 | $1.08K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 42 | $1.37K | 0.00% | −904−95.6% | Reduced |
| REAP Financial Group, LLC | 43 | $1.40K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 49 | $1.60K | 0.00% | +49 | New |
| RE Dickinson Investment Advisors, LLC | 48 | $1.60K | 0.00% | +48 | New |
| New Millennium Group LLC | 50 | $1.64K | 0.00% | +50 | Added |
| Barrett & Company, Inc. | 54 | $1.75K | 0.00% | −55−50.5% | Reduced |
| Evermay Wealth Management LLC | 63 | $2.06K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 67 | $2.19K | 0.00% | +67 | New |
| TFC Financial Management | 67 | $2.19K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 70 | $2.28K | 0.00% | +70 | New |
| Capital A Wealth Management, LLC | 71 | $2.32K | 0.00% | +71 | New |
| Carolinas Wealth Consulting LLC | 71 | $2.34K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 73 | $2.38K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 86 | $2.81K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 86 | $2.81K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 87 | $2.84K | 0.00% | +87 | New |
| Pittenger & Anderson Inc | 88 | $2.87K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 105 | $3.00K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 92 | $3.01K | 0.00% | +92 | New |
| Colonial Trust Advisors | 94 | $3.07K | 0.00% | −106−53.0% | Reduced |
| BNP Paribas | 100 | $3.26K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $3.26K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $3.26K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 100 | $3.26K | 0.00% | +100 | New |
| PFS Partners, LLC | 105 | $3.44K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 113 | $3.67K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 117 | $3.82K | 0.00% | +117 | New |
| Park Square Financial Group, LLC | 120 | $3.92K | 0.00% | +120 | New |
| New Wave Wealth Advisors LLC | 122 | $3.99K | 0.00% | +122 | New |
| City State Bank | 128 | $4.18K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 129 | $4.21K | 0.00% | +129 | New |
| Synergy Investment Management, LLC | 132 | $4.29K | 0.00% | +132 | New |
| Kozak & Associates, Inc. | 133 | $4.42K | 0.00% | +1+0.8% | Added |
| High Note Wealth, LLC | 137 | $4.47K | 0.00% | +137 | New |
| PFG Private Wealth Management, LLC | 145 | $4.73K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 154 | $5.03K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 154 | $5.03K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 162 | $5.29K | 0.00% | −98−37.7% | Reduced |
| Fortis Group Advisors, LLC | 169 | $5.51K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 169 | $5.51K | 0.00% | +169 | New |
| Ruedi Wealth Management, Inc. | 176 | $5.74K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 181 | $5.90K | 0.00% | +2+1.1% | Added |
| Bollard Group LLC | 189 | $6.00K | 0.00% | +2+1.1% | Added |
| Briaud Financial Planning, Inc | 194 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 185 | $6.04K | 0.01% | +185 | New |
| Rialto Wealth Management, LLC | 185 | $6.04K | 0.00% | +185 | New |
| Catherine Avery Investment Management LLC | 191 | $6.23K | 0.01% | +191 | New |
| Olistico Wealth, LLC | 200 | $6.53K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $6.53K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 200 | $6.53K | 0.00% | +200 | New |
| Global Trust Asset Management, LLC | 203 | $6.61K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 206 | $6.72K | 0.00% | −2−1.0% | Reduced |
| Dunhill Financial, LLC | 209 | $6.81K | 0.00% | +45+27.4% | Added |
| Reyes Financial Architecture, Inc. | 210 | $6.84K | 0.01% | +210 | New |
| Hazlett, Burt & Watson, Inc. | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 216 | $7.05K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 232 | $7.57K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 233 | $7.61K | 0.01% | +2+0.9% | Added |
| Harbor Investment Advisory, LLC | 243 | $7.93K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 250 | $8.16K | 0.00% | +250 | New |
| ORG Partners LLC | 255 | $8.34K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 263 | $8.58K | 0.00% | +263 | New |
| Bayforest Capital Ltd | 268 | $8.74K | 0.01% | +268 | New |
| Trivant Custom Portfolio Group, LLC | 275 | $8.97K | 0.01% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 277 | $9.04K | 0.01% | +277 | New |
| MPWM Advisory Solutions, LLC | 278 | $9.09K | 0.01% | +278 | New |
| HHM Wealth Advisors, LLC | 280 | $9.14K | 0.00% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 285 | $9.30K | 0.01% | +285 | New |
| WFA Asset Management Corp | 300 | $9.79K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 309 | $10.1K | 0.00% | −26−7.8% | Reduced |
| Spectrum Wealth Counsel, LLC | 313 | $10.2K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 320 | $10.4K | 0.00% | +45+16.4% | Added |
| Fortitude Family Office, LLC | 322 | $10.5K | 0.00% | +12+3.9% | Added |
| Cornerstone Planning Group LLC | 324 | $10.8K | 0.00% | +16+5.2% | Added |
| Raffa Wealth Management, LLC | 377 | $12.3K | 0.00% | +237+169.3% | Added |
| Financial Network Wealth Advisors LLC | 380 | $12.4K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 375 | $12.4K | 0.00% | −2,511−87.0% | Reduced |