| Badgley Phelps Wealth Managers, LLC | 0 | $31 | 0.00% | 0 | New |
| Global Assets Advisory, LLC | 27,053 | $102 | 0.00% | +27,053 | New |
| Tfo-TDC, LLC | 2 | $537 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $805 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 3 | $805 | 0.00% | +3 | New |
| Caitlin John, LLC | 4 | $1.13K | 0.00% | −6−60.0% | Reduced |
| Atlas Capital Advisors LLC | 5 | $1.34K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 5 | $1.34K | 0.00% | −170−97.1% | Reduced |
| Tucker Asset Management LLC | 5 | $1.34K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6 | $1.61K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 6 | $1.61K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6 | $1.61K | 0.00% | +6 | New |
| Abich Financial Wealth Management LLC | 6 | $1.61K | 0.00% | +6 | New |
| FRG Family Wealth Advisors LLC | 8 | $1.95K | 0.00% | +8 | New |
| Beaird Harris Wealth Management, LLC | 8 | $2.15K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 8 | $2.15K | 0.00% | +7+700.0% | Added |
| True Wealth Design, LLC | 9 | $2.42K | 0.00% | +4+80.0% | Added |
| Clear Investment Research, LLC | 11 | $3.00K | 0.00% | −61−84.7% | Reduced |
| POM Investment Strategies, LLC | 13 | $3.49K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 14 | $3.76K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 14 | $3.76K | 0.00% | +14 | New |
| WealthCollab, LLC | 15 | $4.03K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 15 | $4.03K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 15 | $4.03K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 15 | $4.03K | 0.00% | +8+114.3% | Added |
| TruNorth Capital Management, LLC | 15 | $4.03K | 0.00% | +15 | New |
| Sofos Investments, Inc. | 16 | $4.11K | 0.00% | +14+700.0% | Added |
| Friedenthal Financial | 17 | $4.56K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 17 | $4.56K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 17 | $4.56K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 18 | $4.83K | 0.00% | +9+100.0% | Added |
| Global Financial Private Client, LLC | 19 | $5.04K | 0.00% | +19 | New |
| Bradley & Co. Private Wealth Management, LLC | 19 | $5.10K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 19 | $5.10K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 20 | $5.37K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 20 | $5.37K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $5.37K | 0.00% | +4+22.2% | Added |
| LGT Group Foundation | 20 | $5.37K | 0.00% | +20 | New |
| Bellevue Asset Management, LLC | 21 | $5.66K | 0.00% | +1+5.0% | Added |
| Stone House Investment Management, LLC | 22 | $5.90K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 22 | $5.90K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 22 | $5.90K | 0.00% | +22 | New |
| Proffitt & Goodson Inc | 22 | $5.90K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $5.90K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 24 | $6.00K | 0.00% | −1,245−98.1% | Reduced |
| Pin Oak Investment Advisors Inc | 24 | $6.00K | 0.01% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 24 | $6.44K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 25 | $6.71K | 0.00% | −50−66.7% | Reduced |
| Your Advocates Ltd., LLP | 25 | $6.71K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 25 | $6.71K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 25 | $6.71K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 29 | $7.22K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 27 | $7.25K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 28 | $7.51K | 0.00% | +11+64.7% | Added |
| First PREMIER Bank | 30 | $8.00K | 0.00% | +16+114.3% | Added |
| Signature Resources Capital Management, LLC | 31 | $8.12K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 31 | $8.23K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 32 | $8.59K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 32 | $8.59K | 0.00% | +13+68.4% | Added |
| Avion Wealth | 31 | $9.00K | 0.00% | +6+24.0% | Added |
| First Personal Financial Services | 35 | $9.39K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 35 | $9.39K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 35 | $9.39K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 40 | $10.9K | 0.01% | +40 | New |
| Silicon Valley Capital Partners | 41 | $10.9K | 0.00% | +1+2.5% | Added |
| TD Capital Management LLC | 41 | $11.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 44 | $11.8K | 0.00% | +44 | New |
| WR Wealth Planners, LLC | 44 | $11.8K | 0.00% | +44 | New |
| Cape Investment Advisory, Inc. | 46 | $12.3K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $12.9K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 50 | $13.0K | 0.00% | +50 | New |
| Financial Synergies Wealth Advisors, Inc. | 52 | $14.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 53 | $14.2K | 0.01% | +42+381.8% | Added |
| SOA Wealth Advisors, LLC. | 55 | $14.8K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 55 | $14.8K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 60 | $16.1K | 0.01% | +24+66.7% | Added |
| Private Wealth Management Group, LLC | 62 | $16.6K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 63 | $16.9K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 63 | $16.9K | 0.01% | +48+320.0% | Added |
| Toth Financial Advisory Corp | 65 | $17.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 67 | $17.9K | 0.01% | −46−40.7% | Reduced |
| Bell Investment Advisors, Inc | 69 | $18.5K | 0.00% | −287−80.6% | Reduced |
| Aspire Private Capital, LLC | 69 | $18.5K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 69 | $18.6K | 0.01% | +15+27.8% | Added |
| CNB Bank | 70 | $18.8K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 72 | $19.4K | 0.00% | 00.0% | Unchanged |
| City State Bank | 73 | $20.0K | 0.01% | +59+421.4% | Added |
| Legend Financial Advisors, Inc. | 75 | $20.1K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 76 | $20.2K | 0.01% | −1−1.3% | Reduced |
| Keener Financial Planning LLC | 75 | $21.0K | 0.01% | +75 | New |
| Highline Wealth Partners LLC | 79 | $21.2K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 80 | $21.5K | 0.01% | −20−20.0% | Reduced |
| Kelly Financial Services LLC | 81 | $21.7K | 0.01% | +1+1.3% | Added |
| West Branch Capital LLC | 81 | $21.7K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 84 | $22.7K | 0.01% | −73−46.5% | Reduced |
| Dunhill Financial, LLC | 84 | $22.7K | 0.02% | +4+5.0% | Added |
| Canton Hathaway, LLC | 85 | $23.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 95 | $25.5K | 0.01% | +39+69.6% | Added |