| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Armstrong Advisory Group, Inc | 1 | $130 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $154 | 0.00% | −4−80.0% | Reduced |
| Tfo-TDC, LLC | 1 | $154 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $154 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $308 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 3 | $462 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $462 | 0.00% | +3 | New |
| SOA Wealth Advisors, LLC. | 3 | $469 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $615 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $769 | 0.00% | +5 | New |
| Creekmur Asset Management LLC | 5 | $769 | 0.00% | +5 | New |
| Planning Capital Management Corp | 6 | $923 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | −4−50.0% | Reduced |
| Frank, Rimerman Advisors LLC | 7 | $1.08K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $1.23K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10 | $1.51K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $1.54K | 0.00% | +2+25.0% | Added |
| Private Wealth Management Group, LLC | 12 | $1.84K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 13 | $2.00K | 0.00% | +13 | New |
| Capital Advisors, Ltd. LLC | 13 | $2.00K | 0.00% | +5+62.5% | Added |
| City State Bank | 13 | $2.00K | 0.00% | +13 | New |
| Prestige Wealth Management Group LLC | 14 | $2.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $2.31K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 15 | $2.31K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 17 | $2.61K | 0.00% | +1+6.3% | Added |
| Abound Wealth Management | 18 | $2.77K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 19 | $2.92K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $2.99K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 22 | $3.38K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 22 | $3.43K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 23 | $3.54K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 24 | $3.69K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 24 | $3.69K | 0.00% | +12+100.0% | Added |
| Cornerstone Planning Group LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 27 | $4.15K | 0.00% | +27 | New |
| Leonteq Securities AG | 31 | $4.77K | 0.00% | +7+29.2% | Added |
| Creative Financial Designs Inc | 32 | $4.92K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 32 | $4.92K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 33 | $5.08K | 0.00% | +1+3.1% | Added |
| Sugarloaf Wealth Management, LLC | 37 | $5.69K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 40 | $6.15K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $6.30K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 42 | $6.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $6.76K | 0.00% | +4+10.0% | Added |
| GW&K Investment Management, LLC | 46 | $7.00K | 0.00% | −12−20.7% | Reduced |
| Sofos Investments, Inc. | 50 | $7.09K | 0.00% | +25+100.0% | Added |
| Wetzel Investment Advisors, Inc. | 52 | $7.46K | 0.00% | +13+33.3% | Added |
| Park Place Capital Corp | 49 | $7.53K | 0.00% | +5+11.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $7.69K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $7.69K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $7.69K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 54 | $8.30K | 0.00% | +54 | New |
| Pacific Capital Wealth Advisors, Inc | 55 | $8.46K | 0.00% | +55 | New |
| Ancora Advisors, LLC | 64 | $9.84K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $11.5K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 75 | $11.5K | 0.01% | +75 | New |
| REAP Financial Group, LLC | 75 | $11.6K | 0.00% | −454−85.8% | Reduced |
| First Financial Corp | 79 | $12.1K | 0.01% | +79 | New |
| 1832 Asset Management L.P. | 80 | $12.3K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 85 | $13.1K | 0.00% | +85 | New |
| Ronald Blue Trust, Inc. | 88 | $13.5K | 0.00% | −146−62.4% | Reduced |
| Kozak & Associates, Inc. | 99 | $13.7K | 0.00% | +1+1.0% | Added |
| Rosenberg Matthew Hamilton | 94 | $14.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 96 | $14.8K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 97 | $14.9K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 97 | $14.9K | 0.01% | +97 | New |
| Godsey & Gibb Associates | 100 | $15.4K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $15.4K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 105 | $16.1K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 105 | $16.1K | 0.01% | +21+25.0% | Added |
| Assetmark, Inc | 110 | $16.9K | 0.00% | −12−9.8% | Reduced |
| Rothschild Investment LLC | 110 | $16.9K | 0.00% | +5+4.8% | Added |
| Optiver Holding B.V. | 111 | $17.1K | 0.00% | +111 | New |
| Larson Financial Group LLC | 113 | $17.4K | 0.00% | +72+175.6% | Added |
| Operose Advisors LLC | 123 | $18.9K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 125 | $19.2K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 127 | $19.6K | 0.00% | +125+6,250.0% | Added |
| Harbor Investment Advisory, LLC | 130 | $20.0K | 0.00% | +30+30.0% | Added |
| Lindbrook Capital, LLC | 135 | $20.8K | 0.00% | +9+7.1% | Added |
| Zions Bancorporation, N.A. | 144 | $22.1K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 150 | $23.1K | 0.00% | −44−22.7% | Reduced |
| First Horizon Advisors, Inc. | 156 | $24.0K | 0.00% | −55−26.1% | Reduced |
| Front Row Advisors LLC | 156 | $24.0K | 0.01% | +156 | New |
| Quadrant Capital Group LLC | 160 | $24.6K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 170 | $26.1K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 186 | $28.6K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 210 | $29.4K | 0.00% | +210 | New |
| Harbour Investments, Inc. | 198 | $30.4K | 0.00% | −8−3.9% | Reduced |
| Old Second National Bank of Aurora | 200 | $30.7K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 200 | $30.7K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $30.7K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 200 | $30.7K | 0.01% | +200 | New |
| Perkins Coie Trust Co | 207 | $31.8K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 214 | $32.7K | 0.01% | +102+91.1% | Added |
| McIlrath & Eck, LLC | 217 | $33.4K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 218 | $33.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 220 | $33.8K | 0.01% | +17+8.4% | Added |
| Oakworth Capital, Inc. | 225 | $34.6K | 0.00% | 00.0% | Unchanged |